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Seagate Technology: HAMR Drives Earnings Surge Ahead
Seeking Alpha· 2025-07-02 01:15
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]
Blackstone: Strong Buy On Durable Growth Blueprint
Seeking Alpha· 2025-07-01 10:33
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Organon & Co. Investors: Please contact the Portnoy Law Firm to recover your losses. July 22, 2025 Deadline to file Lead Plaintiff Motion
GlobeNewswire News Room· 2025-06-30 21:00
Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, June 30, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Organon & Co. ("Organon" or the "Company") (NYSE: OGN) investors of a class action representing investors that bought securities between October 31, 2024 to April 30, 2025, inclusive (the "Class Period"). Organon investors have until July 22, 2025 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, b ...
Philip Morris: ZYN And IQOS Are Killing The 'Tobacco Is Dead' Myth
Seeking Alpha· 2025-06-30 11:15
Tobacco companies are creating quite a steer, splitting investors into groups on Seeking Alpha. First group argues, the decline in smoking and younger, more health-conscious generations are clearly a warning sign to stay away from big tobacco as failure to hook-up youngstersI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundame ...
Why Entergy Stock Deserves a Spot in Your Portfolio Right Now
ZACKS· 2025-06-26 14:51
Key Takeaways ETR plans to invest $37B by 2028 to upgrade grid infrastructure and expand renewable energy. Entergy's 2025 sales are expected to grow 5.6% year over year, with 9.5% long-term earnings growth. ETR shares have gained 52.3% in the past year, far outpacing the utility industry's 16.6% growth.Entergy Corporation (ETR) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation portfolio. Given its str ...
Coterra Energy Inc. (CTRA) 2025 J.P. Morgan Energy, Power, Renewables and Mining Conference Transcript
Seeking Alpha· 2025-06-24 13:39
Coterra Energy Inc. (NYSE:CTRA) 2025 J.P. Morgan Energy, Power, Renewables and Mining Conference June 24, 2025 8:00 AM ET Company Participants Thomas E. Jorden - CEO, President & Chairman Conference Call Participants Thank you, Arun. Pleasure to be here. This morning, just from a macro standpoint, I'm sure today, we're going to talk a lot about macro during the day. We're back to worrying about oil again, and God bless our industry for that. I've had the privilege in my career All right. Welcome to the 2025 ...
Navient (JSM) Earnings Call Presentation
2025-06-24 09:28
Executive summary: Strategic actions Strategy Update January 31, 2024 Confidential and proprietary information © 2024 Navient Solutions, LLC. All rights reserved. 1 Following an in-depth business review conducted by the board and management, Navient is announcing strategic actions to simplify the company, reduce expense base and enhance flexibility: | Outsource student loan | • Maximize net value of loan portfolio cash flows | | --- | --- | | servicing and create | • Facilitate corporate cost reduction | | ...
Can Market Expansion and Operational Efficiency Support NRG's Growth?
ZACKS· 2025-06-23 15:36
Key Takeaways NRG is expanding in Texas and the Northeast, leveraging its scale to boost customer growth and revenues. The LS Power acquisition will enhance NRG's ability to meet rising clean electricity demand. NRG's cost-cutting, fleet optimization and capital discipline are strengthening margins and cash flow.NRG Energy Inc. (NRG) is achieving robust performance by expanding its footprint in power generation and retail electricity services. The company continues to expand its market presence, particula ...
Here's Why Investors Should Retain Flowserve Stock in Portfolio
ZACKS· 2025-06-20 15:06
Key Takeaways FLS saw Q1 2025 revenue growth in Pumps and Flow Control, with bookings up 21.2% and 10.2, respectively. MOGAS acquisition added 3.3% to Q1 sales and strengthened FLS's valve, automation and mining exposure. Higher input and costs, along with $1.45B in debt, pressured margins and investor confidence.Flowserve Corporation (FLS) has been experiencing strong momentum in the Pump Division and Flow Control Division segments. Strength in the aftermarket business, driven by a strong demand for prod ...
ATN Increases Dividend 15% as Part of Disciplined Capital Allocation Strategy
Globenewswire· 2025-06-20 14:30
BEVERLY, Mass., June 20, 2025 (GLOBE NEWSWIRE) -- ATN International, Inc. (Nasdaq: ATNI) announced that its Board of Directors has approved a quarterly dividend increase of 15% to $0.275 per share. The quarterly dividend will be payable on July 7, 2025, on all common shares outstanding to stockholders of record as of June 30, 2025. “The Board’s decision to increase the dividend at this time reflects our confidence in the company’s financial strength and future cash flow generation,” said Brad Martin, ATN’s ...