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Valmont Industries, Inc. (VMI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 - Slideshow (NYSE:VMI) 2026-02-19
Seeking Alpha· 2026-02-19 14:06
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What Is HIMS Worth Without GLP-1? Earnings Preview
Seeking Alpha· 2026-02-19 14:06
Core Insights - Hims & Hers Health, Inc. (HIMS) has experienced a significant decline of approximately 50% year-to-date, marking a continuous downward trend since the initial coverage began [1] Company Performance - The stock has dropped 50% since the first coverage, indicating a persistent negative momentum in its market performance [1] Analyst Background - The analysis is provided by a retired Wall Street portfolio manager with over two decades of experience in the technology, media, and telecommunications (TMT) sectors, emphasizing a focus on risk mitigation and momentum strategies [1]
Carvana Just Imploded: Don't Buy (Yet)
Seeking Alpha· 2026-02-19 14:04
Core Insights - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] Group 1: Company Overview - The Pragmatic Investor aims to guide investors of all levels by providing insights into global macro trends, international equities, commodities, technology, and cryptocurrencies [1] - The platform offers features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor interaction [1]
Novo Nordisk Is Under Pressure - And Trading At A Discount
Seeking Alpha· 2026-02-19 14:02
Core Viewpoint - The article discusses Novo Nordisk (NVO) as presenting a rare investment opportunity after its stock price declined to approximately DKK 300, suggesting potential for long-term outperformance due to its competitive advantages and defensibility [1] Group 1: Company Analysis - Novo Nordisk is highlighted as a high-quality company capable of outperforming the market over the long run due to its economic moat and strong defensibility [1] - The analysis focuses on companies in Europe and North America, without restrictions on market capitalization, indicating a broad investment approach [1] Group 2: Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, and a Bachelor's Degree in Sociology and History, providing a unique perspective on market analysis [1]
Alphabet Vs. Apple: 2 'Differently Similar' Ways To Navigate AI, 1 Clearly Ahead
Seeking Alpha· 2026-02-19 14:02
A freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas on investing are often contrarian, and the level of due diligence I apply to each of my research projects give my audience the right information at the right time.Analyst’s Disclosure: ...
Gencor: $57+ Million Backlog Poised To Drive Financials In Fiscal 2026
Seeking Alpha· 2026-02-19 14:01
We reiterated our bullish stance on Gencor Industries, Inc. ( GENC ) in our commentary last November, before the release of the fourth-quarter earnings report. Gencor's pristine balance sheet, keen valuation , and industry-leadingIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in addit ...
Helmerich & Payne: Not Time To Dive In Quite Yet
Seeking Alpha· 2026-02-19 14:00
Group 1 - Fluidsdoc is an international oil industry veteran with 40 years of experience across six continents and over twenty countries, specializing in the upstream oil sector [1] - The Daily Drilling Report, led by Fluidsdoc, provides investment analysis for the oil and gas industry, featuring a model portfolio that covers all segments of upstream oilfield activity with weekly updates [1] - The group offers investment ideas for both U.S. and international energy companies, covering a range from shale to deepwater drillers, and includes technical analysis to identify catalysts [1]
Snowflake: The AI Data Cloud Inflection Point (Q4 Earnings Preview)
Seeking Alpha· 2026-02-19 14:00
Core Insights - Snowflake Inc. has experienced a significant decline in stock value, losing over 36% since early November 2025 due to market revaluation amid AI-related threats, referred to as the "SaaSpocalypse" [2] Company Overview - Snowflake Inc. is categorized under SaaS-associated stocks, which have been heavily impacted by market conditions and investor sentiment regarding high-multiple valuations [2] Investment Analysis - Oakoff Investments, a personal portfolio manager and quantitative research analyst, provides insights into balancing growth and value, sharing proprietary Wall Street information [2] - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [2]
Nu Skin Still Has Long-Term Turnaround Potential
Seeking Alpha· 2026-02-19 13:55
Nu Skin ( NUS ) is a potential turnaround stock, but its turnaround might not be complete in 2026. This MLM sells skincare products, and like other MLMs, its market has been shrinking. As a result, Nu Skin is trading at veryI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, considering both ...
Over-Rotating In The Rotational Correction
Seeking Alpha· 2026-02-19 13:52
Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...