NLCP , better known as NewLake Capital Partners, is a U.S. REIT that operates within the highly regulated cannabis industry within the U.S.. More specifically, NLCP operates a variety of both indoor cultivation assets, as well as dispensaries in variousAs a young professional in the oil and gas engineering space, I seek to leverage my technical and analytical background to gain a deeper understanding of the fundamentals driving not only the energy sector, but global markets as a whole. I have put extensive ...

Company Overview - NewLake Capital Partners (NLCP) is a U.S. REIT operating in the highly regulated cannabis industry, focusing on indoor cultivation assets and dispensaries [1] Investment Focus - The company emphasizes a "Growth at a Reasonable Price" strategy, analyzing fundamentals and identifying catalysts for potential medium-term alpha [1] Market Position - NLCP is positioned within a niche market that combines real estate investment with the growing cannabis sector, which is subject to regulatory scrutiny [1]

Group 1 - Institutions have made bold claims regarding the S&P 500 price target for the end of 2026, with some setting aggressive targets like $8,000 [1] - The focus is on understanding the fundamentals driving the energy sector and global markets, highlighting the complexity and depth of knowledge required in the finance industry [1] - The current investment strategy emphasizes "Growth at a Reasonable Price," focusing on fundamentals and identifying catalysts for medium-term alpha [1] Group 2 - The use of options, particularly on the short side, is employed to generate income and align with the risk-reward profile [1]

on. Welcome back to Morning Trade Live. It's time now for the big picture.So, let's welcome in Lisanne Saunders, chief investment strategist, a Schwab Center for Financial Research. Very good morning to you, Lisanne. So, we've got a nice rally underway this morning.Thank you, Micron. Thank you, CPI report. Can it last.>> Well, um I I think we're going to see fits and starts. I think that there there is still that buy the dip mentality that kicks in, especially after you've had a bit of a a pullback. uh you ...

Frequency Electronics, Inc ( FEIM ) is a world leader in precision time and frequency generation technology. This technology is incorporated into various commercial and US government satellites, electronic warfare systems, and Command, Control, Communication, Computer, Intelligence, Surveillance and Reconnaissance ("C4ISR") systems, which includes drones and missiles.As a young professional in the oil and gas engineering space, I seek to leverage my technical and analytical background to gain a deeper under ...

Frequency Electronics, Inc ( FEIM ) is a world leader in precision time and frequency generation technology. This technology is incorporated into various commercial and US government satellites, electronic warfare systems, and Command, Control, Communication, Computer, Intelligence, Surveillance and Reconnaissance ("C4ISR") systems, which includes drones and missiles.As a young professional in the oil and gas engineering space, I seek to leverage my technical and analytical background to gain a deeper under ...

Company Overview - Powell Industries (POWL) is a US-based company that specializes in developing, designing, and manufacturing custom-engineered equipment and systems for the distribution, control, and monitoring of electrical energy [1] Investment Focus - The current investment strategy is centered around "Growth at a Reasonable Price," emphasizing a deep analysis of fundamentals and identifying catalysts that could drive significant alpha over a medium-term horizon [1] Market Analysis - The company operates within the oil and gas engineering sector, with a focus on understanding market drivers and trends that influence both the energy sector and global markets [1]

Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25. Nifty 50 saw a comeback with a 1500+ points rally TOP PICKS Base Building for Better Second Half; Earnings & Tariffs Continue to Drive Market Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25. Nifty 50 saw a comeback with a 1500+ points rally. This was led by 1) Better-than-expect ...

Group 1 - The focus is on leveraging technical and analytical skills to understand the energy sector and global markets [1] - The investment strategy centers around "Growth at a Reasonable Price," emphasizing fundamental analysis and identifying catalysts for medium-term alpha [1] - Options are utilized, primarily on the short side, to generate income and align with the risk-reward profile [1]

Core Viewpoint - KLA Corporation (NASDAQ: KLAC) is currently rated as a Hold due to excellent execution and increasing structural weight in process control, but the stock price has outpaced its fundamentals [1] Company Analysis - KLA Corporation's stock has increased significantly since the last analysis, indicating strong market performance despite concerns about valuation [1] - The company operates in the semiconductor sector, which is characterized by high barriers to entry and oligopolistic market conditions, making it an attractive investment area [1] Analyst Background - The analyst has a background in Mechanical Engineering and has transitioned from the oil and gas sector to focus on technology investments, particularly in semiconductors, robotics, and energy [1] - The analyst emphasizes a growth at a reasonable price investment strategy with a mid- to long-term horizon [1]