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JXI: Three Reasons I Like This Utilities Fund For The Current Environment
Seeking Alpha· 2026-02-18 23:25
Investment Overview - The article discusses the iShares Global Utilities ETF (JXI) as a potential investment option at its current market price, emphasizing the importance of quality investing and diversification [1]. Investment Strategy - The investment strategy highlighted includes focusing on quality investments, diversifying the portfolio, adding to positions at appropriate times, and maintaining a long-term perspective [1]. Fund Characteristics - The CEF/ETF Income Laboratory, which the author specializes in, targets safe and reliable yields of approximately 8%, utilizing high-yield opportunities in the CEF and ETF fund space [1]. - The majority of holdings in this investment group are monthly-payers, which facilitate faster compounding and provide steady income streams [1]. Analyst's Position - The analyst has disclosed no current stock or derivative positions in the companies mentioned but may initiate a long position in JXI within the next 72 hours [2].
Swedish Orphan Biovitrum AB (publ) (SWOBY) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-18 23:24
Core Insights - The presentation marks Sobi's Capital Market Day 2026, highlighting the company's excitement about its progression and the development of new medicines [1]. Group 1: Company Strategy - The event will feature an opening session by Guido, focusing on the company's strategy and its new outlook for 2030 [2]. - Following the strategy session, Lydia will present on the exciting developments in the company's clinical pipeline [2].
Fluor: After Q4 Results, I See This Stock As Fully Valued
Seeking Alpha· 2026-02-18 23:22
Core Viewpoint - The article discusses Fluor Corporation's stock performance and investment strategy, suggesting a cautious approach to buying shares, particularly waiting for a more significant price drop before making a long-term investment [1]. Group 1: Company Overview - Fluor Corporation (FLR) was previously rated as a Hold at just over $41 per share in September 2025, indicating a neutral stance on the stock's potential for growth [1]. Group 2: Investment Strategy - The investment strategy highlighted focuses on strategic buying opportunities, particularly in dividend and value stocks, which has led to a high rating on Tipranks.com and a substantial following on Seeking Alpha [1].
EQT: That 2X Is A Big Deal (NYSE:EQT)
Seeking Alpha· 2026-02-18 23:21
I analyze oil and gas companies like EQT Corporation and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position, and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up ...
EQT: That 2X Is A Big Deal
Seeking Alpha· 2026-02-18 23:21
I analyze oil and gas companies like EQT Corporation and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position, and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up ...
Amgen Inc. (AMGN) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-18 23:14
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Backblaze, Inc. (BLZE) Discusses 2025 Annual Hard Drive Failure Rates and Data Trends Prepared Remarks Transcript
Seeking Alpha· 2026-02-18 23:04
Core Insights - The presentation discusses the annual review of drive statistics for the year 2025, highlighting the importance of data collection and analysis in understanding drive performance and failure rates [1][2]. Group 1: Drive Stats Overview - Drive Stats has been collecting and publishing raw device metrics since 2013, focusing on daily data collection for each drive in production, including serial numbers, model IDs, smart attributes, and failure status [2]. - The data collected allows the company to calculate annualized failure rates and other relevant statistics, providing valuable insights into drive reliability [2]. Group 2: Webinar Details - The webinar is recorded for later access, allowing participants to return to the content if needed, and encourages audience engagement through questions [1]. - Additional resources are provided, including a year-end report link, an archive link for newsletter subscriptions, and a home base for accessing historical statistics spanning 13 years [1].
SaaS Apocalypse: The Law Of The Strongest Crushing The Weak
Seeking Alpha· 2026-02-18 23:00
When ChatGPT was released at the end of 2022, I believe that few people would have projected 800 million weekly active users by early 2026; Gemini passed 750 million active users. Often, investors tend to compare thePassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my knowledge and therefore become a bet ...
The J. M. Smucker Company (SJM) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Seeking Alpha· 2026-02-18 22:54
Core Insights - J.M. Smucker has achieved positive organic top-line growth in the current year despite facing challenges from record levels of green coffee inflation [2] - The company has restructured its portfolio over the past several years, benefiting from a mix of iconic brands and higher growth brands [2] - Recent leadership updates have been announced to enhance the execution of Smucker's long-term growth strategy and improve profitability and earnings [2] Company Overview - Mark Smucker serves as the CEO, President, and Chair of the Board, with Tucker Marshall as CFO and Crystal Beiting as VP of Investor Relations and FP&A [3]
Gates Industrial Corporation plc (GTES) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-18 22:54
Core Viewpoint - The company is experiencing growth in several major markets, indicating potential for stronger performance in 2026, despite a conservative forecast of 1% to 4% organic growth [1][2]. Group 1: Market Performance - Four out of seven major markets are showing growth, with personal mobility and data centers being significant drivers [1]. - Only one market is experiencing a modest decline, suggesting overall positive market sentiment [1]. Group 2: Historical Context - The last couple of years (2024 and 2025) saw initial positive trends in PMI and shifting sentiment, but these were followed by challenges that hindered sustained growth [2].