Analyst’s Disclosure: I/we have a beneficial long position in the shares of RITHM, NLY, AGNC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

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Core Viewpoint - The stock market in 2026 is characterized by high volatility, suggesting that this is not an ideal time for passive investing. Investors who can identify strong buying opportunities in undervalued companies with solid fundamentals are likely to achieve significant outperformance [1]. Group 1 - Investors are encouraged to actively seek out beaten-down stocks that still exhibit strong fundamentals [1]. - The experience of analysts covering technology companies and working in Silicon Valley provides valuable insights into current industry trends [1]. - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1].

Group 1 - The article discusses various strategies for income investing, categorizing them into two broad approaches [3] - The first approach focuses on maximizing returns from the early stages of investment, which involves taking on higher risks [3] Group 2 - No additional relevant content available for this section [1]

Question-and-Answer SessionMarc, as I walk over, a lot's been going on over the last year for you guys. I want to start with JCI's transformation over the last couple of years because I think it's been pretty remarkable. You have a much leaner portfolio. The team has been working on cost actions. You've been CFO for some time, and Joakim has been CEO for almost a year now. So maybe you could just highlight for us earlier wins that you've had? And what would you say you and Joakim have had the most impact on ...

Core Viewpoint - Analog Devices, Inc. (ADI) is a significant player in the technology sector, specializing in the production of analog and mixed-signal computer chips that are utilized in various real-world applications [1]. Company Overview - ADI focuses on creating chips that serve a wide range of applications, indicating its importance in the tech industry [1]. - The company is often compared with small- to mid-cap firms, which are frequently overlooked by investors, highlighting ADI's position as a large-cap company that provides a broader perspective on equity markets [1].

Question-and-Answer SessionBrandon OglenskiBarclays Bank PLC, Research Division Do you currently own CPKC? Yes, overweight; two, market weight; three, underweight; and four, no. Go and vote really quick. Appreciate everyone participating. We do publish these after the conference. Okay. Question number two, please. What is your general bias towards CP right now? Positive, negative or neutral. And then question number three, please. In your opinion, through-cycle EPS growth for CPKC will be above peers, in ...

Question-and-Answer SessionAnd I suppose, first off, thinking about the overall top line outlook, you have that 6% to 8% organic growth goal, and obviously, it's a through-cycle target. You've been below that the last couple of years for some well-rehearsed reasons. What do you think the probability is that you can get into that 6% to 8% range in the next few years?David GitlinChairman & CEO Good. We feel good about the algorithm. You can look at it -- Julian, and thank you for having us. You can look at it ...

Core Insights - Many software companies have rapidly transitioned from being favored AI stocks to facing significant risks due to competition from low-cost, AI-driven applications [1] Group 1: Industry Trends - The Q4 earnings season is revealing strong performance among technology companies, indicating a potential shift in market dynamics [1] - The experience of analysts covering technology firms on Wall Street and in Silicon Valley highlights the evolving themes within the industry [1] Group 2: Analyst Background - Gary Alexander, an analyst with extensive experience in both technology and startup environments, has been contributing insights to Seeking Alpha since 2017 [1] - His work has been featured in various web publications and is syndicated to popular trading platforms like Robinhood [1]

Robinhood’s ( HOOD ) business is moving away from the trading-focused business it was originally founded on and becoming more of an asset-gathering business, subscription business, and banking business. This makes the business more stable andHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees f ...