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Data Centers And AI Are Micron's Edge (NASDAQ:MU)
Seeking Alpha· 2025-09-26 14:37
I'll cut to the chase; Micron Technology (NASDAQ: NASDAQ: MU ) is firing on all cylinders and still seriously cheap. Since my last coverage , the company has had its share price increase byKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial litera ...
Data Centers And AI Are Micron's Edge
Seeking Alpha· 2025-09-26 14:37
I'll cut to the chase; Micron Technology (NASDAQ: NASDAQ: MU ) is firing on all cylinders and still seriously cheap. Since my last coverage , the company has had its share price increase byKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial litera ...
LVHD: A Yield Trap In Disguise
Seeking Alpha· 2025-09-26 14:33
The Franklin U.S. Low Volatility High Dividend Index ETF (NASDAQ: LVHD ) makes an interesting argument of providing investors with high dividends and low volatility. In theory, this is a very strong value proposition, as the current marketI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize ...
British American Tobacco: Hold After Rally For NTM 6%+ Dividend Yield + Annual Buybacks
Seeking Alpha· 2025-09-26 14:32
I'm an IMC qualified contributor who's followed financial markets for 5 years and has worked professionally in primary investment research for over 2 years. I'm a generalist who enjoys researching businesses from a buttom's up angle with a deep interest in smaller under covered companies where there is greater opportunity for mis-pricing and finding asymmetric opportunities where the downside is limited.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies me ...
WDI: Solid Fund Being Weighted Down By Higher Interest Rates
Seeking Alpha· 2025-09-26 14:32
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
Wintrust Financial Corporation Deserves More Upside (NASDAQ:WTFC)
Seeking Alpha· 2025-09-26 14:29
Crude 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 flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Wintrust Financial Corporation Deserves More Upside
Seeking Alpha· 2025-09-26 14:29
Crude 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 flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
The Impact On The Economy And Markets Of The Looming Government Shutdown
Seeking Alpha· 2025-09-26 14:24
The US Congress, otherwise known as the Legislature, is one of three co-equal branches of government, along with the Executive Branch and the Judicial Branch.Michael Gray has devoted his career to following the capital markets and managing fixed income assets. He founded Gray Capital Management LLC and before that was Head of Taxable Fixed Income at Fidelity Investments. Michael has an MBA in Finance from Wharton and a BA in Economics from Union College.Analyst’s Disclosure:I/we have no stock, option or sim ...
Too Late To Buy Broadcom? Think Again. (Rating Upgrade) (NASDAQ:AVGO)
Seeking Alpha· 2025-09-26 14:23
As shown in the chart below, I have been a bit cautious on Broadcom Inc. (NASDAQ: AVGO ) stock but nonetheless in my previous article, I expressed my view that selling would beI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of ...
Too Late To Buy Broadcom? Think Again.
Seeking Alpha· 2025-09-26 14:23
As shown in the chart below, I have been a bit cautious on Broadcom Inc. (NASDAQ: AVGO ) stock but nonetheless in my previous article, I expressed my view that selling would beI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of ...