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Royalty Pharma: Key Strategic Updates To Be Priced In
Seeking Alpha· 2025-01-15 08:49
Stock Performance - Royalty Pharma plc (NASDAQ: RPRX) stock price increased by more than 16% following a Strong Buy suggestion in early November 2024, outperforming the S&P 500 change [1] Analyst Position - The analyst has a beneficial long position in RPRX shares through stock ownership, options, or other derivatives [2] Disclosure Information - The article expresses the analyst's own opinions and is not receiving compensation other than from Seeking Alpha [2] - Seeking Alpha's analysts are third-party authors, including both professional and individual investors, who may not be licensed or certified by any institute or regulatory body [3]
Thryv Holdings: An Opportune Time To Wager On The SaaS Metamorphosis
Seeking Alpha· 2025-01-15 08:37
Thryv Holdings (NASDAQ: THRY ) has been a transformation story many years in the making. Perhaps, too many years in the making. So far this decade, Thryv has been at work pivoting from its declining phone book publishing business, toAnalyst’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 ...
J.B. Hunt Transport Services: Hold Ahead Of Q4 Earnings
Seeking Alpha· 2025-01-15 08:29
J.B. Hunt Transport Services (NASDAQ: JBHT ) is a North American trucking and logistics company that has operated since 1961. The company has several business lines, including truckload (TL), dedicated contract services, and Intermodal & Other final mile services. The company is one of the largestWith over three years of finance and consulting experience, Nikola is laser focused on finding value in North American public equities that don't have a ton of hype. His professional experience includes corporate c ...
Auna: Cheap Entry Level In Latin American Healthcare Play
Seeking Alpha· 2025-01-15 08:18
Editor's note: Seeking Alpha is proud to welcome Latin-American Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Hello! I am a latinamerican fundamentalist investor searching for discounted stocks across the region, but also worldwide. I have worked as a Portfolio Manager at a large financial institution and previously in invesment banking and ...
Vermilion Energy: Brick By Brick, Deal By Deal
Seeking Alpha· 2025-01-15 08:15
Vermilion Energy (NYSE: VET )(TSX: VET:CA ) has a significant asset base in Europe, with a large part of that being liquid natural gases. VET estimates that European gas production will be responsible for 37% of the total fund flowsMy name is Maxime and I like to write about finances and share my views on various companies and their potential as an investment opportunity. My preferred sector is industrial. I live and work in Europe and we have a very long and proud history of being an industrial superpower ...
Realty Income's 6% Dividend Is A Buy You Can't Ignore
Seeking Alpha· 2025-01-15 08:03
Industry Overview - Rate-sensitive sectors such as real estate, utilities, and consumer staples have recently faced significant pressure due to rising bond rates [1] Investment Research Platform - The platform offers in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives [1] - The platform has received 438 testimonials, with most being 5-star reviews [1] - A free 2-week trial is available for potential users [1]
How Did Walmart Stock Gain 72% Last Year?
The Motley Fool· 2025-01-15 08:00
This massive consumer-facing company's stock did something that most of the market's favorite technology stocks didn't even do.Few would dispute that Walmart (WMT -0.81%) is a solid investment. But a 72% gain over the course of just one calendar year? Many of the market's most attractive growth stocks didn't even fare that well in 2024.What did the retailer do so differently? Not much, actually. The backdrop just changed, forcing investors to finally recognize how durable this company's been all along.Playi ...
JOANN to Remain Open as Company Initiates Voluntary Chapter 11 Process to Maximize Business Value
GlobeNewswire News Room· 2025-01-15 07:40
Company Overview - JOANN is a leading sewing and fabrics retailer with one of the largest arts and crafts offerings in the US, operating over 800 stores across 49 states and a robust ecommerce business [4] - The company has been inspiring creativity in customers for over 80 years, serving as a one-stop shop for supplies, guidance, and inspiration for creative projects [4] Financial Restructuring - JOANN has commenced voluntary Chapter 11 proceedings in the US Bankruptcy Court for the District of Delaware to facilitate a court-supervised sale process aimed at maximizing the value of the business [2] - The company intends to seek approval for a consensual use of cash collateral to ensure sufficient liquidity to support ongoing operations [3] - JOANN is seeking court approval to commence a process for the sale of substantially all of its assets under Section 363 of the US Bankruptcy Code, with Gordon Brothers Retail Partners, LLC serving as the "stalking horse" bidder [7] Sale Process - The proposed transaction with Gordon Brothers is subject to higher and better offers, and the company continues to actively solicit alternate bids [7] - If other qualified bids are submitted, JOANN plans to conduct an auction or auctions, with the stalking horse bid setting the floor for the auction processes [7] Operations During Restructuring - JOANN stores and JOANN com remain open and continue to serve customers in the ordinary course during the restructuring process [2] - Team Members are continuing to receive pay and benefits, and the company intends to uphold its commitments to customers, Team Members, and partners [1][2] Advisors - Kirkland & Ellis is serving as legal counsel to JOANN, with Centerview Partners LLC serving as financial advisor and Alvarez & Marsal North America, LLC serving as restructuring advisor [9]
Kroger: Potential To Be A Future Dividend Giant
Seeking Alpha· 2025-01-15 07:39
I previously covered Kroger (NYSE: KR ) and issued a buy rating due to the undervaluation, stability through down markets, and the potential to benefit from changing consumer habits that would benefit sales volume. Since the time of my lastFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 10 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering strategies to utilize various investment vehic ...
Miniso Seems Poised For Further Upside
Seeking Alpha· 2025-01-15 07:30
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 ...