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I'm Selling My IDMO
Seeking Alpha· 2025-07-15 02:57
Group 1 - The author transitioned from individual stock analysis to exploring ETFs due to the extensive work required for managing multiple positions [1] - The author developed analytical tools and screening techniques to facilitate ETF investments [1] - The author emphasizes a mathematical approach to investing, believing that numbers should guide investment decisions [1] Group 2 - The author expresses skepticism towards sell-side analysis, considering it generally poor quality [1] - The author shares insights on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] - The author utilizes hedging strategies but prefers ETFs that align with those needs [1]
Red Cat: Riding DoD Drone Push
Seeking Alpha· 2025-07-14 22:09
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RCAT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...
These 3 Undervalued Stocks Could Surge as Value Rotation Nears
MarketBeat· 2025-07-14 21:09
One of the most reliable gauges of sentiment in the stock market is where growth stocks trade relative to value stocks, since any given extreme can signal above-average optimism or pessimism, creating opportunities for investors to ride a return to balance. Toda’s market appears to be driven by extreme optimism, prompting investors to delve deeper into identifying value and potential upside. By charting the iShares S&P 500 Value ETF NYSEARCA: IVE against the iShares S&P 500 Growth ETF NYSEARCA: IVW, investo ...
X @CoinDesk
CoinDesk· 2025-07-14 20:12
"We're missing the crucial ingredient: a mechanism that rewards building useful things rather than building over-hyped useless things.""What if ... projects had to create value first, then get rewarded? That’s #Bittensor."By @0xarrashOpinion.https://t.co/u6hPSRpPg5 ...
Sanara MedTech Inc. Announces Launch of Tissue Health Plus Wound Care Provider Pilot Program
Globenewswire· 2025-07-14 20:05
Pilot program designed to provide real-world evidence in the use of Tissue Health Plus’ technology platform FORT WORTH, TX, July 14, 2025 (GLOBE NEWSWIRE) -- Sanara MedTech Inc. (“Sanara,” the “Company,” “we,” “our” or “us”) (Nasdaq: SMTI), a medical technology company focused on developing and commercializing transformative technologies to improve clinical outcomes and reduce healthcare expenditures in the surgical, chronic wound and skin markets, today announced the recent launch, through its subsidiary, ...
The Oncology Institute Names Kristin England as Chief Administrative Officer
Globenewswire· 2025-07-14 20:05
CERRITOS, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- The Oncology Institute, Inc. (NASDAQ: TOI) (“TOI”), one of the largest value-based oncology groups in the United States, announced today that Kristin England has joined the organization as Chief Administrative Officer (CAO), effective July 7, 2025. In this newly established role, England will oversee Enterprise Central Business Operations and Technology Strategy and Enablement across TOI’s expanding national footprint. England brings over two decades of le ...
CVS Up on Medicare Advantage Strength: Is It a Buy Before Q2 Earnings?
ZACKS· 2025-07-14 20:01
Key Takeaways CVS stock is up nearly 50% YTD, driven by strong Q1 results and rising investor confidence. The Senate dropped PBM and Medicare cuts, lifting a key overhang for CVS's Caremark and Aetna units. CVS raised 2025 EPS guidance to $6.00-$6.20 after segment-wide growth and operational efficiency.CVS Health Corporation (CVS) is gaining investor attention as the stock trends higher ahead of its second-quarter earnings release, scheduled for July 30, 2025. A key catalyst behind the recent uptick occur ...
Live Nation Sour Notes Provide Static: Overvalued And Debt-Heavy, It's Time To Sell
Seeking Alpha· 2025-07-14 19:51
Group 1 - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the availability of resources for subscribers [1] - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group focused on actionable research in the casino, online betting, and entertainment industries [2] - Klein's investment strategy is centered around value investing, utilizing management quality as a key factor in decision-making [2] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies in the casino and gaming sector [3][4]
High Conviction Ideas With Next Gen Investors
Seeking Alpha· 2025-07-14 18:30
Group 1 - The podcast discusses the overheated market, particularly focusing on large US stocks and the potential for sudden reversals in the market [7][37] - Analysts express concerns about the current macroeconomic environment, with Julia Ostian highlighting her bearish outlook due to geopolitical tensions and market volatility [15][16] - Jack Bowman emphasizes the importance of risk management and asset allocation, suggesting that the asset bubble will persist for some time despite valuation concerns [21][22] Group 2 - Julia Ostian and Kenio Fontes both express strong bullish sentiments towards Amazon, citing its dominant position in the market and future growth opportunities, particularly in AWS and Project Kuiper [41][49] - Kenio Fontes mentions Nu Holdings as a significant disruptor in the banking industry, highlighting its rapid customer growth and expansion into new markets [71][72] - The analysts discuss the impact of the Federal Reserve's monetary policy on the market, with Jack Bowman explaining how the Fed creates money and its implications for the economy [55][60] Group 3 - The conversation touches on the influence of China on global markets, with concerns about potential geopolitical conflicts affecting economic stability [64][68] - Analysts note the concentration of market returns among a few mega-cap stocks, suggesting that this trend may continue or lead to a market correction [82] - The importance of understanding business fundamentals and long-term strategies is emphasized, with Kenio Fontes advocating for a focus on quality companies for sustainable growth [27][89]
UNM Outperforms Industry, Trades at a Premium: Should You Buy the Stock?
ZACKS· 2025-07-14 17:41
Key Takeaways UNM trades at 1.25X forward P/B, well below the industry's 1.83X and the Finance sector's 4.26X. Strong execution in Unum U.S. and Colonial Life segments supports consistent operating income growth. Growth is fuelled by disciplined sales, favorable risk trends, and expansion in employee benefits offerings.Shares of  Unum Group (UNM)  have gained 9.6% year to date, outperforming its industry,the Finance sector,  and the Zacks S&P 500 Composite’s growth of 0.7%, 8.4% and 5.9%, respectively.The ...