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Quality Matters: 2 Income Ideas For A Retirement Portfolio
Seeking Alpha· 2026-02-19 12:30
Leo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also writes for Main Street Alpha, where he publishes deeper-dive research and actionable investment ideas for long-term investors.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AM, RE ...
Expand Energy: The Beginning Chapter Of A Turnaround Story
Seeking Alpha· 2026-02-19 12:30
Expand Energy ( EXE ) has embarked on a self-imposed turnaround in 2026. The company has made aggressive moves by embarking on a CEO change as well as relocating the company to Houston.I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appre ...
Don't Buy The SaaSpocalypse
Seeking Alpha· 2026-02-19 12:15
At High Yield Landlord , we are positioning ahead of this shift. Join now to access our Top Picks for 2026 . Our work has earned 500+ five-star reviews, and with the 30-day money-back guarantee, you have everything to gain and nothing to lose.Right now, I am seeing a lot of investors rush to buy SaaS (Software as a Service) companies, and it is easy to understand why.Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private ...
The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending
Seeking Alpha· 2026-02-19 12:05
Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and the release of their Top Picks for 2026 [1] - The business development company sector (BIZD) is currently experiencing a significant downturn, highlighting the importance of focusing on long-term value creation [1] Company Overview - Samuel Smith, a lead analyst and Vice President with a diverse background in dividend stock research, leads the High Yield Investor investing group [1] - The team includes Jussi Askola and Paul R. Drake, who aim to balance safety, growth, yield, and value in their investment strategies [1] - High Yield Investor provides various portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1]
The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending (NASDAQ:ARCC)
Seeking Alpha· 2026-02-19 12:05
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.At a time when the business development company sector ( BIZD ) is in a sharp downturn, it's important to take a step back and keep one's vision on what is most important to long-term value creationSamuel Smith has a diverse background that includes being lead analyst an ...
Kulicke and Soffa Industries: The Risk Of Pricing In A Lot That Has Yet To Happen
Seeking Alpha· 2026-02-19 12:03
Core Viewpoint - Kulicke and Soffa Industries, Inc. (KLIC) has recently experienced significant stock activity, which is unusual compared to its performance in recent years [1]. Group 1: Company Overview - Kulicke and Soffa Industries, Inc. is a supplier of equipment and solutions for the semiconductor and LED industry [1]. Group 2: Stock Performance - The stock of Kulicke and Soffa has shown considerable movement, indicating heightened interest and activity in the market [1].
Wall Street Breakfast Podcast: Carvana Drops Despite Higher Sales
Seeking Alpha· 2026-02-19 11:51
jetcityimage/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Carvana's (CVNA)Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14) This is an abridged transcript. Carvana (CVNA) sold more cars than Wall Street expected in the fourth quarter, but concerns over the company’s pr ...
RSPA: How To Optimize The Rule Of 72 Compared To RSP
Seeking Alpha· 2026-02-19 11:49
Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...
Winter 2026 Snapshot Of Expected Future S&P 500 Earnings
Seeking Alpha· 2026-02-19 11:45
Core Viewpoint - The article discusses the multifaceted identity of the blogger known as Ironman, who operates on the Political Calculations site, focusing on investing, business, and economics [1] Group 1 - Ironman may have multiple professional roles, including engineer, researcher, analyst, and possibly educator [1] - The identity of Ironman is ambiguous, suggesting that it could represent one individual or a collective of contributors [1] - The site aims to present both established and innovative theories related to its topics of interest [1]
Delta Air Lines: Deleveraging, Margin Discipline, And Valuation Upside
Seeking Alpha· 2026-02-19 11:38
Core Viewpoint - Delta Air Lines (DAL) is considered undervalued despite a stock price increase of over 18.5% since August [1] Financial Performance - The financial performance of Delta Air Lines indicates potential for further growth and investment opportunities [1]