Core Insights - The article introduces Brett Erickson as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] Group 1 - The analyst has extensive experience in compliance studies and serves on various international committees related to export controls and capital markets [2] - The focus of the analyst's work is on identifying vulnerabilities in institutional governance and investment due diligence, particularly in the context of geopolitical disruptions [2] - The analytical framework employed by the analyst integrates macroeconomic context with real-world enforcement trends, aiding investors in recognizing systemic risks that can lead to asymmetric opportunities [2]

Core Viewpoint - The UK government has backed Rolls-Royce to build the country's first small modular nuclear reactors (SMRs), marking a significant shift towards nuclear energy and investment in energy security [1][2][3]. Group 1: Government Support and Investment - The UK government will invest £14.2 billion ($19.2 billion) to construct the Sizewell C power station, reinforcing its commitment to nuclear power [2]. - The decision to support SMRs is part of a broader strategy to enhance energy security and create jobs, with the potential to support up to 3,000 jobs [2][3]. Group 2: Industry Impact - Rolls-Royce views the government's decision as a "very significant milestone" for its SMR business, indicating strong future growth prospects [4]. - The SMRs are expected to power approximately 3 million homes once operational in the mid-2030s, contributing to the UK's energy landscape [3].

Core Insights - The U.S. government and major tech companies are supporting nuclear energy expansion to drive economic growth and support the energy demands of artificial intelligence [1][2][8] - The U.S. aims to triple nuclear energy capacity by 2050, with recent executive orders to accelerate this initiative [2] - Major tech firms like Meta, Microsoft, and Amazon are entering nuclear energy agreements to support their AI operations while reducing fossil fuel reliance [3][4] Industry Overview - The global investment in clean energy technologies is projected to reach $2.5 trillion by 2025, driven by significant capital expenditures from tech companies [5] - Nuclear energy is seen as a critical component in the transition to a sustainable energy landscape, particularly in relation to AI growth [5] Company Insights - Mirion Technologies specializes in radiation safety and is positioned to benefit from the nuclear energy industry's expansion, with a focus on next-generation nuclear reactors [7][9] - Mirion's revenue from nuclear power is expected to account for approximately 40% in 2024, with projected sales growth of over 5% in 2025 [15] - Rolls-Royce has seen significant stock growth and is leveraging its expertise in nuclear propulsion to develop small modular reactors, with a projected 31% growth in adjusted earnings for FY25 [16][21]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Core Insights - Rolls-Royce, an aero engines manufacturer, has seen its stock price increase by 54% since November 2024, indicating strong market performance [1]. Company Overview - The article highlights the significant rise in Rolls-Royce's stock price, which is described as impressive by any standards [1]. Industry Context - The context of the rise in Rolls-Royce's stock price may relate to broader trends in the green economy, as indicated by the author's focus on generational opportunities in this sector [1].

Core Viewpoint - Rolls-Royce stock has experienced significant growth, with shares up 33% year-to-date and an impressive 742% increase since the start of 2023 [1] Group 1: Stock Performance - Rolls-Royce shares have risen 33% in the current year [1] - The stock has surged by 742% since the beginning of 2023 [1] Group 2: Investment Strategy - The focus on generating growth and income is emphasized as a key investment strategy [1] - Researching different companies is highlighted as a part of the investment approach [1] Group 3: Background Information - The author has a background in Accounting and Finance from LSE, which contributes to their expertise in the field [1] - Interests outside of writing include philosophy, business learning, and exercising [1]

Group 1: Trade Deal Impact - The stock market experienced a historic rebound following President Trump's announcement of a new trade deal with the United Kingdom, aimed at reducing trade barriers [1] - Several British ADRs are highlighted as potential investment opportunities due to the trade deal [1] Group 2: Nomad Foods (NOMD) - Nomad Foods is the largest frozen food company in Europe and has been identified as a strong buy with a Zacks Rank 1, having increased by 16% in 2025 [2] - EPS estimates for Nomad Foods have been trending higher, with an expected rise of 11% this year and a projected increase of 7% in fiscal 2026 to $2.31 [3][4] - The stock trades under $20 at a forward earnings multiple of 8.9X, indicating a favorable valuation [3] Group 3: Rolls-Royce (RYCEY) - Rolls-Royce is positioned favorably with a Zacks Rank 2, as U.K. car tariffs will be reduced from 25% to 10% on the first 100,000 imported vehicles [4][5] - The stock is currently priced around $10, presenting a favorable risk-to-reward scenario [5] Group 4: BP (BP) - BP, formerly British Petroleum, is trading under $30 and offers a 6.75% annual dividend yield, making it a potential buy-the-dip candidate [6][7] - The elimination of higher tariffs on steel and aluminum is expected to benefit BP significantly, as it faced issues related to infrastructure projects [7][8]

Market Overview - The S&P 500 ended March on a positive note despite a 6% decline in Q1, while the Nasdaq fell over 10% due to tariff uncertainty and profit-taking after a strong market recovery from 2022 lows [1] - Wall Street is currently struggling to find direction as it awaits updates on tariffs from Trump on April 2 [1] Earnings Outlook - The Nasdaq has dropped to neutral RSI levels, and the earnings growth outlook remains strong, with the Fed projected to cut interest rates twice in 2025 [2] Investment Opportunities - There is a focus on finding cheap stocks trading for $10 or less, with Wall Street analysts optimistic about their improving earnings outlooks [3] - Stocks priced under $10 are generally less risky than penny stocks, which are defined as stocks trading under $5 [4][6] Stock Screening Criteria - A screening process has been established for stocks under $10, including parameters such as an average broker rating of 3.5 or lower, a minimum trading volume of 1,000,000, and a Zacks Rank of 2 or better [8][9] - Rolls-Royce (RYCEY) is highlighted as a strong candidate, having increased over 650% in the past three years and currently trading at $10, which is 49% below its average Zacks price target of $14.60 [7][13] Rolls-Royce Performance - Rolls-Royce has seen a 55% increase in operating profit in 2024, with sales up by 16%, and is on track to quadruple profits by 2028 [10] - The company has reinstated its dividend and initiated a share buyback program, with projected revenue growth of 19% in 2025 and 8% in 2026, leading to adjusted earnings growth of 27% and 19%, respectively [11]

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Core Insights - Rolls-Royce has released its full-year results, showcasing strong performance and upgraded future expectations, which has led to a surge in its share price to an all-time high [1] Financial Performance - The company is recognized as one of the best performers in the FTSE 100, indicating robust financial health and investor confidence [1]