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Electronic Arts jumps on report of $50 billion deal to go private (EA:NASDAQ)
Seeking Alpha· 2025-09-26 18:43
Electronic Arts (NASDAQ:EA) rose 15% after a report that the video game maker is nearing a deal to go private. A group of investors, including private-equity firm Silver Lake and Saudi Arabia's Public Investment Fund, may announce a deal for Electronic Arts ( ...
New Fortress Energy: Capital Structure Arbitrage Provides 20%+ Return (NASDAQ:NFE)
Seeking Alpha· 2025-09-26 18:38
The broad difference in valuations implied by New Fortress Energy's (NASDAQ: NFE ) equity valuation and the pricing of its debt instruments provides a unique trading opportunity. Investors can create a low-risk, medium-term (9-16 month) investment that provides a 20% plusI've had a 35+ year career in capital markets, derivatives and investment management. Through the '90s, I concentrated in derivatives and ran the Global Equity Derivatives Group at Chase (the group included several client driven and proprie ...
A New Prescription For Pain: Understanding Trump's 100% Pharma Tariff
Seeking Alpha· 2025-09-26 18:37
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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. This article is intended to provide informational content and should not be viewed as an exhaustive an ...
ProPetro Set To Stand Out Vs. Frac Peers With Growth, Best In Show Balance Sheet
Seeking Alpha· 2025-09-26 18:32
Core Insights - Z4 Energy Research has been recognized for its expertise, ranking in the top 2% of financial bloggers and top 5% of overall experts as of January 2021 [1] - The company has been providing energy market insights since 2006, with a focus on oil, natural gas, wind, solar, fuel cells, and other renewables [1] - Z4 Energy Research offers a comprehensive range of services, including weekly slide shows on oil and natural gas inventory reports and daily analyses of individual companies and energy segments [1] Company Services - The company posts content six days a week and has been active in the markets since the early 1990s [1] - Z4 Energy Research provides a trading history and insights on buying and selling activities, although it does not offer direct investment advice [1] - The site is fully searchable by ticker and topic, with content available dating back to 2006 [1]
INCM: Income ETF With No Red Flag, But Little Appeal
Seeking Alpha· 2025-09-26 18:31
Group 1 - Many high-yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A five-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds for investment [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market strategies [2] - The founder of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
Mobius' Favorite Global Markets For 2025-2026
Seeking Alpha· 2025-09-26 18:28
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Wall Street Roundup: Micron, Alibaba, Nvidia, AI Theme Maturing
Seeking Alpha· 2025-09-26 18:15
Melpomenem/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of news. A lot going on in tech. No surprise, I suppose. NVIDIA (NASDAQ:NVDA) doing deals all over the place. ...
CONY: Poorly Managed, Not Worth The Fees - Sell
Seeking Alpha· 2025-09-26 18:11
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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. I am not a registered investment, tax, or legal advisor or broker and therefore cannot promise or guar ...
Hims & Hers: Growth Meets FDA Scrutiny And Tariff Risks (NYSE:HIMS)
Seeking Alpha· 2025-09-26 18:06
Hims & Hers Health, Inc. (NYSE: HIMS ) stock has been on quite a bullish run. It has managed uncertainties well and was able to overcome the fallout of a partnership with Novo Nordisk (I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ar ...
Undercovered Dozen: Energy Transfer, Chevron, Brookfield, Pagaya Technologies And More
Seeking Alpha· 2025-09-26 18:06
Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...