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SPS Commerce Stock: Large TAM, Solid Moat, Renewed Sales Strategy (NASDAQ:SPSC)
Seeking Alphaยท 2025-10-03 03:31
Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor are there plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha does not provide recommendations or advice regarding the suitability of investments for particular investors [3]
Vail Resorts: Tough To Be Bullish In The Near Term
Seeking Alphaยท 2025-10-01 15:54
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason ...
Cintas: Valuation Is Too High For My Appetite
Seeking Alphaยท 2025-09-25 15:09
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason ...
Coherent Corp.: Clear Growth Story With Solid Momentum
Seeking Alphaยท 2025-09-21 10:22
Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor are there plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha does not provide recommendations or advice regarding the suitability of investments for particular investors [3]
Savers Value Village: EPS Growth Outlook Just Got A Lot Better (Rating Upgrade)
Seeking Alphaยท 2025-09-20 06:05
Company Overview - Savers Value Village (NYSE: SVV) has been previously rated as a hold due to significant deterioration in margins, indicating caution for potential investors [1]. Investment Strategy - The investment approach discussed includes a combination of fundamental investing, technical investing, and momentum investing, suggesting a diversified strategy to enhance investment performance [1]. Investor Engagement - The article serves as a platform for tracking investment ideas and connecting with like-minded investors, highlighting the importance of community in investment decision-making [1].
BellRing Brands: Tough To Be Bullish In The Near Term (Rating Downgrade) (NYSE:BRBR)
Seeking Alphaยท 2025-09-17 14:42
Group 1 - The article discusses a change in the investment outlook for BellRing Brands (NYSE: BRBR), previously rated as a buy due to expected growth from increased supply and strong demand momentum [1] - The author emphasizes a diverse investment approach, incorporating fundamental, technical, and momentum investing strategies to enhance the investment process [1] - The purpose of writing on Seeking Alpha is to track investment ideas' performance and connect with like-minded investors [1] Group 2 - There is no disclosure of any stock, option, or derivative positions in the companies mentioned, nor any plans to initiate such positions in the near future [2] - The article expresses the author's personal opinions and is not compensated beyond the platform used for publication [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Ross Stores: Valuation Unlikely To See Meaningful Upside (NASDAQ:ROST)
Seeking Alphaยท 2025-09-14 10:05
Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor plans to initiate such positions within the next 72 hours [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha does not provide recommendations or advice regarding the suitability of investments for particular investors [3]
Core & Main: The Growth Narrative Is Under Huge Pressure (Rating Downgrade) (CNM)
Seeking Alphaยท 2025-09-12 12:34
Group 1 - The analyst downgraded Core & Main, Inc. (NYSE: CNM) to a hold rating due to unfavorable macroeconomic conditions and weak guidance, indicating that the stock is unlikely to perform well in the near term [1] - The analyst has a diverse investing background, utilizing various approaches such as fundamental, technical, and momentum investing to refine their investment process [1] Group 2 - There is no current stock, option, or derivative position held by the analyst in any mentioned companies, nor are there plans to initiate any positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by any compensation from companies mentioned [2]
Aramark Stock: Unsure How The Next Quarter Will Play Out (NYSE:ARMK)
Seeking Alphaยท 2025-09-10 07:17
Group 1 - The article discusses concerns regarding Aramark's (NYSE: ARMK) potential poor performance in Q2 2025, which may lead to volatile valuation multiples [1] - The author emphasizes a diverse investment approach, incorporating fundamental, technical, and momentum investing strategies to enhance the investment process [1] - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1] Group 2 - There is no disclosure of stock, options, or similar derivative positions in any mentioned companies, nor plans to initiate such positions within the next 72 hours [2] - The article expresses the author's personal opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Academy Sports and Outdoors: Still Cautious About How The Second Half Will Play Out
Seeking Alphaยท 2025-09-06 07:59
Group 1 - The article discusses the author's previous hold rating on Academy Sports and Outdoors, Inc. (ASO), indicating a desire for more clarity on tariff situations and macroeconomic conditions [1] - The author emphasizes a diverse investment background, incorporating fundamental, technical, and momentum investing strategies to enhance their investment process [1] - The purpose of writing on Seeking Alpha is to track investment ideas' performance and connect with like-minded investors [1] Group 2 - There are no disclosed stock, option, or derivative positions in any mentioned companies, nor plans to initiate such positions within the next 72 hours [2] - The article expresses the author's personal opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]