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Mastercard: A Premium Compounder You Don't Want To Underweight
Seeking Alpha· 2025-12-04 10:42
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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
New York Times Sues Hegseth, Defense Department Over New Press Rules
WSJ· 2025-12-04 10:39
The newspaper and one of its reporters accuse the administration of violating their First and Fifth Amendment rights. ...
Valero Energy: Valuation Reflects Improved Macro (Rating Downgrade)
Seeking Alpha· 2025-12-04 10:36
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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
BUCK: Misleading Effective Duration
Seeking Alpha· 2025-12-04 10:34
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
ABM: Strong Orders, End-Markets Recovery, Margin Improvement, And Potential For Re-Rating
Seeking Alpha· 2025-12-04 10:31
ABM Industries ( ABM ) has good growth prospects moving forward. The company’s growth should benefit from healthy order booking and solid backlog, which gives clear visibility for growth in the coming quarters. End-markets are also seeingI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money a ...
NUTEX HEALTH EXTENDS SHARE REPURCHASE PLAN
Prnewswire· 2025-12-04 10:30
HOUSTON, Dec. 4, 2025 /PRNewswire/ -- Nutex Health Inc. ("Nutex Health" or the "Company") (NASDAQ: NUTX), a physician-led, integrated healthcare delivery system comprised of 25 state-of-the-art micro hospitals and hospital outpatient departments in 11 states and primary care-centric, risk-bearing physician networks, today announced that its Board of Directors has approved an extension of the previously authorized stock repurchase program.The program, originally announced on August 14, 2025, authorized the ...
Omada Health: Business Is Scaling Very Healthily
Seeking Alpha· 2025-12-04 10:29
My previous investment thought on Omada Health ( OMDA ) was a buy rating because the key data points like membership growth, adoption, and GLP-1 Care Track were all moving in the right direction. My buy callI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I ...
Best Value Stocks to Buy for Dec. 4
ZACKS· 2025-12-04 10:21
Group 1: Federated Hermes, Inc. (FHI) - Federated Hermes has a Zacks Rank of 1 and a price-to-earnings ratio (P/E) of 10.19, significantly lower than the industry average of 18.80 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 7.7% over the last 60 days [1] - The company possesses a Value Score of A, indicating strong value characteristics [1] Group 2: Bunge Global SA (BG) - Bunge Global carries a Zacks Rank of 1 and has a P/E ratio of 12.83, compared to 25.07 for the S&P [2] - The Zacks Consensus Estimate for its next year earnings has also increased by 7.7% over the last 60 days [2] - The company has a Value Score of A, reflecting its strong value characteristics [2] Group 3: ZTO Express (Cayman) Inc. (ZTO) - ZTO Express holds a Zacks Rank of 1 with a P/E ratio of 12.76, lower than the S&P average of 25.07 [3] - The Zacks Consensus Estimate for its current year earnings has risen by 5.9% over the last 60 days [3] - The company possesses a Value Score of B, indicating solid value characteristics [3]
Meta faces Europe antitrust investigation over WhatsApp AI policy
CNBC· 2025-12-04 10:21
Core Viewpoint - Meta is facing an EU antitrust investigation regarding its AI features in WhatsApp, as the European Union intensifies scrutiny on major US tech companies [1] Group 1: Investigation Details - The investigation will assess whether Meta's new policy on AI providers' access to WhatsApp violates EU competition rules, as stated by Brussels [1] Group 2: Company Response - A WhatsApp spokesperson described the claims as baseless, stating that the app's API was not designed to support AI chatbots and that it "puts a strain on our systems" [2] - The spokesperson emphasized the competitiveness of the AI space, noting that users have access to various services through app stores, search engines, email services, partnership integrations, and operating systems [2]
Santacruz Silver Mining: The Cigar Butt That Sparked Again (Rating Upgrade)
Seeking Alpha· 2025-12-04 10:16
Core Viewpoint - The article emphasizes the importance of protecting investments, particularly in the Mining and Real Estate sectors, while also highlighting the author's personal investment outlook and interests [1]. Group 1 - The author works on the buy-side in Fixed Income and engages with investment analysis during spare time [1]. - There is a specific focus on the Mining and Real Estate sectors as areas of interest for investment opportunities [1]. Group 2 - The article does not provide any stock, option, or derivative positions in the companies mentioned, indicating a potential future interest in SCZMF [2]. - The author expresses personal opinions and clarifies that no compensation is received for the article, ensuring independence in the analysis [2].