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Ballard Power: Waiting For New Leadership To Right The Ship - Hold
Seeking Alpha· 2025-07-29 14:17
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
OFSSO: A 7.5% Baby Bond IPO From OFS Capital
Seeking Alpha· 2025-07-29 14:05
Group 1 - The article discusses a newly listed fixed-income security from OFS Capital (NASDAQ: OFS) [1] - It invites active investors to join a free trial and engage in discussions with sophisticated traders and investors [1] Group 2 - The article emphasizes that past performance does not guarantee future results and does not provide specific investment recommendations [2] - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole and that the analysts are third-party authors [2]
Alphabet: Q2 Results, Waymo, Gemini, SpaceX's Stake, And More
Seeking Alpha· 2025-07-29 14:01
The last time I wrote about Alphabet Inc. (NASDAQ: GOOGL ) was quite a while ago — back in February 2023 . While I haven’t published anything on Seeking Alpha about Alphabet since then, I’veI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media. I Received my CFA Charter in 2017. Also, I am FRM Charter. Besi ...
Shopify: Premium Valuation Can Be Justified Today
Seeking Alpha· 2025-07-29 13:53
Shopify (NASDAQ: SHOP ) is expected to post its Q2 results next Wednesday (8/6), and with shares having already more than doubled over the past year, holding the stock through earnings might feel a bit daunting. Of course, it's challenging to predict the market's reaction post-earnings, asI cover stocks that I usually own or that I like to research. I also believe in the future of Bitcoin. Follow me for intricate ideas and (hopefully) market-beating returns :) .Analyst’s Disclosure:I/we have a beneficial lo ...
Barclays: Make Hay While The Sun Shines
Seeking Alpha· 2025-07-29 13:52
Core Viewpoint - The article discusses the investment potential and market position of BCS, highlighting its long-term growth prospects and current market performance [1]. Group 1: Company Analysis - BCS has shown a beneficial long position in its shares, indicating confidence in its future performance [1]. - The analysis emphasizes the importance of consulting qualified investment advisors before making any trading decisions related to BCS [2]. - The article reflects the author's personal opinions and does not represent a formal investment recommendation [3]. Group 2: Market Context - The article notes that past performance is not indicative of future results, which is a critical consideration for investors [3]. - It highlights that the views expressed may not reflect the broader consensus within the investment community [3].
IEFA: Low Starting Valuations Offset Weak Growth Outlook
Seeking Alpha· 2025-07-29 13:35
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
YETI: Bullish Signals Align As Options Flow, Insider Buying, And Earnings Setup Stack Up
Seeking Alpha· 2025-07-29 13:30
Sometimes the market gets ahead of itself, and sometimes it’s actually just catching up. What we’re seeing in YETI Holdings (NYSE: YETI ) over the past few weeks feels more like the latter. The moveI’m an independent investor with a passion for exploring opportunities in options trading, analyzing dark pool activity, and understanding macroeconomic trends. With years of hands-on experience, I’ve developed a keen interest in identifying market trends and translating them into actionable ideas. My investing a ...
Netstreit: Staying Bullish, Despite Its Potential Alpha Decay
Seeking Alpha· 2025-07-29 13:16
Pearl Gray is a proprietary investment fund and independent market research firm. We primarily focus on Fixed-Income and Preferred Shares. However, our Seeking Alpha readers can expect a cross-asset blend, extending to analysis of equity REITs, Investment Funds, and Banks.Kindly note that our published content is dispensed as Independent Analysis and Doesn't Constitute Financial Advice. For any content-related concerns, contact our Head of Research: Steve Booyens, CFA or leave a message in the comments sect ...
ADT: Upside Is No Longer Attractive (Rating Downgrade)
Seeking Alpha· 2025-07-29 13:04
Group 1 - The article discusses the strong performance of ADT Inc. (NYSE: ADT) in 1Q25, highlighting growth across key metrics and suggesting that growth can continue to accelerate if execution remains strong [1] - The author emphasizes a diverse investing background, incorporating fundamental, technical, and momentum investing strategies to enhance the investment process [1] Group 2 - There is no disclosure of any stock, option, or similar derivative positions in the companies mentioned, nor any plans to initiate such positions within the next 72 hours [2] - The article expresses the author's personal opinions and is not influenced by any business relationships with the companies discussed [2]
Kinder Morgan: Not The Best, But Certainly Deserving Of A Bullish Outlook
Seeking Alpha· 2025-07-29 12:50
Back in April of this year, one company that I reaffirmed my bullish stance on was midstream/pipeline enterprise Kinder Morgan (NYSE: KMI ). I found myself impressed with the continued growth of the business. Strong and stable cashCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash fl ...