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 ...

Core Insights - Gladstone Investment (GAIN) has shown resilience in the business development company sector, maintaining a steady share price and a positive portfolio strategy despite challenges faced by the industry over the past year [1]. Group 1: Company Performance - Gladstone Investment is one of the few exceptions in the business development companies sector that has not struggled significantly over the last year [1]. - The company's share price has remained fairly steady, indicating stability in its market performance [1]. - The portfolio strategy employed by Gladstone Investment continues to yield positive results, contributing to its overall resilience [1]. Group 2: Investment Strategy - The article discusses a hybrid investment strategy that combines classic dividend growth stocks with business development companies, REITs, and closed-end funds to enhance investment income [1]. - This approach aims to achieve a total return that is comparable to traditional index funds, specifically the S&P [1].

Core Insights - The article discusses the VistaShares Target 15 Berkshire Select Income ETF (OMAH), which invests in Berkshire Hathaway (BRK.B) and its major holdings while also writing covered calls on some of these assets [1]. Group 1: Investment Strategy - OMAH aims to provide income through a managed portfolio targeting safe and reliable yields of approximately 8% [1]. - The fund focuses on high-yield opportunities within the closed-end fund (CEF) and exchange-traded fund (ETF) space, catering to both active and passive investors of varying experience levels [1]. Group 2: Fund Features - The majority of holdings in the CEF/ETF Income Laboratory are monthly payers, which facilitates faster compounding and steady income streams for investors [1]. - Additional features of the service include 24/7 chat support and trade alerts, enhancing the investment experience for users [1].

Group 1 - The Trade Desk, Inc. (TTD) has experienced a significant stock price collapse over the last 12 months, losing two-thirds of its market capitalization, which presents a contrarian investment opportunity [1] - The investment strategy focuses on GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] - The author identifies stocks with limited downside potential and unlimited upside potential as part of their investment philosophy [1] Group 2 - The author is a professional portfolio manager with a background in business studies across multiple countries, including France, the U.S., and Russia [1] - The author's investment opinions and decisions are publicly available on the eToro platform, showcasing a transparent investment approach [1]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of DNOW Inc. due to allegations of materially misleading business information issued by the company [1] Financial Performance - DNOW Inc. reported disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street's expectations [1] - Following the announcement of these results, DNOW stock fell by 19.1% on February 20, 2026 [1] Legal Action - Investors who purchased DNOW Inc. securities may be entitled to compensation through a contingency fee arrangement without any out-of-pocket costs [1] - Rosen Law Firm is preparing a class action to seek recovery of investor losses [1] Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [1] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [1] - In 2019, the firm secured over $438 million for investors [1]

Core Viewpoint - Meritage Homes is highly sensitive to mortgage rate fluctuations, and the recent exit of Dendur Capital raises questions about the sustainability of first-time buyer demand in the current mortgage environment [1][7]. Company Overview - Meritage Homes Corporation is a prominent U.S. residential homebuilder that focuses on single-family homes for entry-level and move-up buyers, operating primarily in high-growth markets such as Texas, Arizona, California, and several southeastern states [5]. - The company generates revenue mainly through homebuilding operations, land acquisition and development, home construction, and related financial services [6]. Financial Performance - For the trailing twelve months (TTM), Meritage Homes reported revenue of $5.86 billion and a net income of $453.01 million, with a dividend yield of 2.47% [4]. - As of February 20, 2026, the share price was $77.83, reflecting a 12.4% increase over the past year, outperforming the S&P 500 by 0.59 percentage points [3][4]. Market Dynamics - High mortgage rates have created affordability challenges for entry-level buyers, which directly impacts Meritage Homes' primary market [7]. - The company has implemented incentives such as rate buydowns and closing cost support to maintain buyer interest and convert backlog into closings, despite rising borrowing costs [8][9]. Strategic Positioning - Management has been disciplined in land spending and community expansion, avoiding aggressive strategies that could pressure returns [9]. - Limited resale inventory in core markets has driven buyers towards new construction, which supports revenue and cash flow [9]. Future Outlook - The ability of Meritage Homes to sustain demand without significantly reducing prices will be crucial for profitability [10]. - The growth in the number of communities and land acquisition strategies will indicate management's confidence in future demand [10]. - The focus on the Sunbelt region and a strong balance sheet will be essential for navigating the current economic cycle without compromising long-term returns [10].

Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1]. Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1]. - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1]. Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1]. - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1]. - From 2022 to 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning, and excelled in the role due to prior personal study [1]. Group 3: Investment Philosophy - The individual identifies as a value investor, which contrasts with Fidelity's reliance on modern portfolio theory, leading to frustration and a decision to leave after a year [1]. - The articles written for Seeking Alpha serve as a platform to share investment opportunities discovered through personal investment experiences [1].

Core Viewpoint - Celanese Corporation (CE) is transitioning from a declining stock trend, indicating potential recovery or growth opportunities in the specialty chemical sector [1]. Company Summary - Celanese Corporation operates in the materials sector, focusing on specialty chemicals [1]. - The company has been experiencing a downward trend in its stock price, which has recently changed, suggesting a possible turnaround [1]. Investor Insights - Individual investors, particularly those nearing retirement, are looking to build financial assets through both long and short trading strategies, including the use of inverse ETFs to capitalize on market declines [1]. - The importance of executing a trading plan and achieving absolute investing results is emphasized as a goal for investors [1].

Core Viewpoint - FMC Corporation's stock has significantly declined following poor Q3 earnings and continued challenges in Q4, leading to a cautious outlook for investors [1][2]. Financial Performance - Q3 earnings revealed a 49% drop in sales, resulting in a loss of $4.52 per share, and a full-year revenue decline of 18% in 2025 [1][5]. - Q4 earnings missed revenue expectations, with management forecasting a further 5% decline in revenue to approximately $3.7 billion in 2026 and a 41% decline in adjusted EBITDA [2][8]. Stock Performance - Since the Q3 earnings report, FMC stock has stabilized, trading between $13 and $17, currently priced around $14.50 [3][8]. - The market capitalization of FMC is approximately $1.8 billion, with a current price-to-free cash flow ratio of 30 times, indicating a potentially expensive valuation given the debt load [8][9]. Strategic Options - FMC is exploring strategic options to maximize shareholder value, including the potential sale of the company [6]. - The company plans to raise $1 billion through asset sales and licensing agreements to reduce its debt, which currently exceeds cash by $3.5 billion [6]. Product Development - FMC is set to commercialize four new herbicides and fungicides, which may contribute to future revenue growth [7].

Core Viewpoint - The long-term investment philosophy emphasizes that while the market may fluctuate in the short term, it ultimately reflects the true value of companies over time, as illustrated by the performance of Adobe [1] Group 1: Company Analysis - Adobe is highlighted as a software giant that has experienced significant market fluctuations, suggesting a disconnect between its short-term market performance and long-term value [1] Group 2: Investment Strategy - A long-term, buy-and-hold investment approach is favored, particularly for stocks that can consistently deliver high-quality earnings, often found in the dividend and income sectors [1]