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Hillenbrand gains on report that it's set to collect final bids (HI:NYSE)
Seeking Alpha· 2025-09-26 16:58
Hillenbrand (NYSE:HI) rose 6.1% on a report that the plastics maker is expected to collect final bids for its sales process next week. Apollo Global Management (APO), Lone Star Funds, and Stellex Capital Management are among the final suitors for ...
Bitcoin's Weakness Warns Of Liquidity Trouble For Stocks
Seeking Alpha· 2025-09-26 16:56
Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to better understand what is driving trading and where the market is likely heading, both the short and long-term. Features of the investing group include: daily written commentary and videos analyzing the driving factors behind price action; general macro trend education to help members make well-informed decisions based on market conditions, interest rates, currency movements and how they all intera ...
Okta: Brace For Disappointment Against Overly Optimistic Estimates (NASDAQ:OKTA)
Seeking Alpha· 2025-09-26 16:47
Okta (NASDAQ: OKTA ) has been building on its operating leverage progress, leading to a second straight quarter of positive GAAP operating income. The cybersecurity company remains as relevant as ever, even if I expect growth rates to be meaningfully below consensus estimates. The netJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented ...
IGPT: A Smart Beta Strategy Might Not Save You From The Drawdown
Seeking Alpha· 2025-09-26 16:46
Marc Andreesen’s famous quip “ software eats the world ” was recently amended to “ AI eats software ,” and the theme ETFs of tech have been quick to respond. With a nimbleness that far outpaced those 55-year-old coal miners who wentSean Daly writes on ETFs, biotech and FINTECH solutions in the banking space. He teaches international finance and financial risk management at Pace University and was a visiting lecturer at Princeton University from 2005 to 2009. He was educated at Columbia University. He has al ...
Valeura: The Market Continues To Ignore Every Positive Development (OTCMKTS:VLERF)
Seeking Alpha· 2025-09-26 16:42
Valeura Energy Inc. ( OTCQX:VLERF ) is a small-cap Toronto-listed Oil company operating exclusively in the Gulf of Thailand. As noted in my prior coverage, the company is exceedingly cheap , a point I will reinforceStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial lon ...
Valeura: The Market Continues To Ignore Every Positive Development
Seeking Alpha· 2025-09-26 16:42
Valeura Energy Inc. ( OTCQX:VLERF ) is a small-cap Toronto-listed Oil company operating exclusively in the Gulf of Thailand. As noted in my prior coverage, the company is exceedingly cheap , a point I will reinforceStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial lon ...
Global Ship Lease: Undervalued Despite Sector Headwinds; Buy (NYSE:GSL)
Seeking Alpha· 2025-09-26 16:41
Global Ship Lease, Inc. (NYSE: GSL ) owns and operates a fleet of varying containerships. The consensus view has been that the company is undervalued. After my research, I find myself agreeing and wish to offer my own perspectiveI am a young investor focused on long-term investing in stocks trading at or below fair value. I am passionate about analysing companies to look for ways to take advantage of mistakes made by 'Mr. Market' and make myself wealthier along the way.Analyst’s Disclosure:I/we have no stoc ...
Keyera: Benefitting From Basin Growth
Seeking Alpha· 2025-09-26 16:38
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in KEY:CA over the next 72 hours. 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. Seekin ...
Power Solutions International: A Data Center Rerating That Looks Overdone
Seeking Alpha· 2025-09-26 16:32
I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...
Hershey: Premium Valuation Despite Significant Macro Issues, But Worth Watching (NYSE:HSY)
Seeking Alpha· 2025-09-26 16:24
The Hershey Company (NYSE: HSY ) is the #1 US confectionery manufacturer, with an expanding presence in non-chocolate snacks and some of the most popular sweets brands on the planet, including Reese's, Payday, Almond Joy, Kit Kat (US only), andAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emergin ...