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Constellation Brands: Tariffs Remain An Issue Post-Court Ruling
Seeking Alpha· 2026-02-23 17:43
Constellation Brands, Inc. ( STZ ) has been quite the laggard in terms of share price and even operations due to the shifting consumer tastes and overall tariff headwinds. I wanted to go over itsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/ ...
UDR: Why This Unloved REIT Is A Solid 'Buy'
Seeking Alpha· 2026-02-23 17:33
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Undervalued dividend stocks are a great way to ride out market volatility. Unlike most software companies that don’t pay or pay very little dividends, REITs ...
Want To Simplify Investing? Buy These 2 ETFs And Let America Do The Work
Seeking Alpha· 2026-02-23 17:30
As a financial analyst here on Seeking Alpha, I enjoy analyzing different stocks on the daily. I'm someone who's always in the stock market looking for a potential deal. But recently, I've been thinking about the idea ofFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financi ...
Axsome: Q4 Earnings Review: Solid Performance, But Pipeline May Be Overvalued
Seeking Alpha· 2026-02-23 17:25
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston Bi ...
RingCentral: Fantastic Rally Setup As AI Attach Rates Grow (NYSE:RNG)
Seeking Alpha· 2026-02-23 17:18
Group 1 - A significant shift is occurring in the tech sector in 2026, with momentum stocks that previously drove software sector gains since COVID losing substantial value [1] - Investors are starting to re-rate many previously overlooked technology companies, indicating a potential change in market sentiment [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, is actively contributing insights on the evolving themes in the tech industry [1]
RingCentral: Fantastic Rally Setup As AI Attach Rates Grow
Seeking Alpha· 2026-02-23 17:18
So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgottenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...
Olema Pharmaceuticals, Inc. (OLMA) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-23 17:04
PresentationYigal NochomovitzCitigroup Inc., Research Division All right. Welcome, everyone, to the next session. This is day 2 of Citi's Virtual Oncology Summit. I'm Yigal Nochomovitz, biotech analyst here at Citi in New York. Remember, if you have questions for our speaker, who is Sean Boone, the CEO of Olema, and we'll start the conversation in a moment. If you have questions for him, just e-mail me, and I will relay them over. So Sean, thank you so much. Welcome. I appreciate the time. A lot going on i ...
Tandem Diabetes Care: Strong Q4 Execution Amid A PayGo Transition
Seeking Alpha· 2026-02-23 16:58
Tandem Diabetes Care, Inc. ( TNDM ) beat out expectations in Q4 '25. GAAP EPS came in at -$0.01, which was actually $0.05 above the consensus. Elsewhere, revenue for the quarter hit $290.4 million, up about 2.8% year-over-year and $13.16 million ahead of forecasts. There wereI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic rese ...
Tidewater Inc. (TDW) M&A Call Transcript
Seeking Alpha· 2026-02-23 16:54
PresentationThank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Wilson Sons UltraTug Offshore acquisition [Operator Instructions] I would now like to turn the call over to West Gotcher, Senior Vice President of Strategy and Corporate Development and Investor Relations. Please go ahead.West GotcherSenior Vice President of Strategy, Corporate Development & IR Thank you, Kate. Good morning, everyone, and welcome to Tide ...
Ford Motor Switches To Chinese Battery Tech For Its New $30,000 Electric Pickup
Seeking Alpha· 2026-02-23 16:39
I am a journalist based in Detroit, having spent almost my entire career writing about business and economic subjects for The Wall Street Journal, New York Times, Detroit Free Press and Bloomberg. I'm the author of two books and am an acknowledged expert on the world automotive industry.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivin ...