Workflow
Q2 Holdings: Interesting Pullback For This Fintech Dwarf
Seeking Alpha· 2025-01-26 08:28
Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...
Following Up On A Correctly-Rated Eastman Chemical Company In 2025 (Rating Upgrade)
Seeking Alpha· 2025-01-26 07:46
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BASFY, EMN either through stock ownership, options, or other derivatives. 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. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial ...
ASML Could Surge From DeepSeek Revelations
Seeking Alpha· 2025-01-26 07:35
Artificial intelligence is at a fascinating crossroads. On one hand, open-source organizations like DeepSeek are driving down the cost of AI model development. On the other hand, the infrastructure to run these free or inexpensive AI models remains incredibly costly. At first glance, there"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of ...
Apple Q1 Preview: iPhone Sales Are Falling
Seeking Alpha· 2025-01-26 07:17
This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...
Hudson Technologies: Near-Term Pain But Solid Long-Term Prospects
Seeking Alpha· 2025-01-26 07:11
Hudson Technologies (NASDAQ: HDSN ) is one of the best businesses placed to benefit from the AIM Act. Yet, the company is currently priced very cheaply. This is primarily due to the near-term pricing headwinds. I believe theI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment h ...
CVR Partners, LP: The Ultimate Fertilizer Play
Seeking Alpha· 2025-01-26 06:07
Note: This article is an update to my previous analysis on CVR Partners, LP (NYSE: UAN ). There have been major developments since my original article was written. I will be focusing on qualitative trends, whereas my prior articleAnalyst’s Disclosure: I/we have a beneficial long position in the shares of UAN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha ...
Ares Capital: Turning To Hold On My Top BDC Position
Seeking Alpha· 2025-01-26 04:54
In September 2024, I made Ares Capital (NASDAQ: ARCC ) my largest BDC holding, and that's been the case since then. This is a follow-up coverage to my previous article explaining the rationale of my investment in ARCC. I decided to takeWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of ...
U.S. Bancorp Needs To Do More To Build A Distinct Investment Thesis
Seeking Alpha· 2025-01-26 03:29
Company Performance - U S Bancorp (NYSE: USB) is perceived as a top-tier bank by many investors, but its actual performance over the last five years has not matched this reputation [1] Analyst Disclosure - The analyst holds a beneficial long position in shares of JPM, TFC, and FHN through stock ownership, options, or other derivatives [1] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [1]
Alexander's: Bloomberg Lease Secured, Is The Dividend Safe
Seeking Alpha· 2025-01-26 03:09
Stock Performance - Alexander's (NYSE: ALX) stock price has declined by 24% from its 52-week high, reflecting a broader selloff in the REIT market over the past four months since October [1] Dividend Information - ALX last declared a quarterly cash dividend, though the specific amount is not mentioned in the article [1] Market Mechanism - The equity market is described as a powerful mechanism where daily price fluctuations aggregate to significant long-term wealth creation or destruction [1] Investment Strategy - Pacifica Yield focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms [1]
CEF Weekly Review: Dilution Dissection In Rights Offerings
Seeking Alpha· 2025-01-26 02:56
CEF Market Overview - The article provides a weekly review of the closed-end fund (CEF) market, covering both individual fund news and broader market trends [1] - The analysis includes a bottom-up approach focusing on specific fund events and a top-down perspective on the overall market [1] Tools and Resources - The company offers interactive investor tools to navigate various markets including BDC, CEF, OEF, preferred securities, and baby bonds [2] - Investor guides are available for CEFs, preferred securities, and PIMCO CEFs [2] - A no-risk 2-week free trial is offered for potential users to explore the platform [2]