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Veeva Systems (VEEV) and Pultegroup (PHM): 6/17/25 Bull & Bear
Zacks Investment Research· 2025-06-17 13:27
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
B2Gold: Let The Goose Times Roll
Seeking Alpha· 2025-06-03 10:18
Alluvial Gold Research offers in-depth research on my favorite miners, ranked in order to aid in positioning in the most undervalued miners with upcoming catalysts to drive portfolio outperformance. Subscribers also get access to my current portfolios and real-time buy/sell alerts, as well as the following:Analyst’s Disclosure: I/we have a beneficial long position in the shares of BTG, BTO:CA, AEM, AEM:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expr ...
高盛:US Weekly Kickstart-在经济增长低于趋势水平和利率高企的情况下,大盘股表现优异的态势应会持续
Goldman Sachs· 2025-05-19 02:34
16 May 2025 | 4:25PM EDT +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC Kartik Jayachandran +1(212)855-7744 | kartik.jayachandran@gs.com Goldman Sachs & Co. LLC US Weekly Kickstart Large-cap outperformance s ...
Royal Gold: Growth At A Very Reasonable Price
Seeking Alpha· 2025-05-16 15:58
Alluvial Gold Research offers in-depth research on my favorite miners ranked in order to aid in positioning in the most undervalued miners with upcoming catalysts to drive portfolio outperformance. Subscribers also get access to my current portfolios and real-time buy/sell alerts as well as the following:Analyst’s Disclosure: I/we have a beneficial long position in the shares of RGLD, IAUX, IAU:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my ...
New Gold: A Much Stronger H2 On Deck
Seeking Alpha· 2025-05-05 15:04
Group 1 - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts, indicating a proactive investment strategy [1] Group 2 - The article emphasizes the importance of position sizing in the volatile precious metals sector, recommending that investments in small-cap precious metals stocks should be limited to 5% or less of an investor's portfolio [2]
Prediction: Disney Will Beat the Market. Here's Why
The Motley Fool· 2025-04-27 13:43
Group 1: Company Overview - The S&P 500 has generated an annualized total return of about 10% over the long term, highlighting the challenge of outperforming this benchmark through individual stock selection [1] - Walt Disney's stock has underperformed in the past five years, costing investors 12.5% of their starting capital, but is predicted to outperform the market in the next five years [2] Group 2: Financial Performance - Disney's Experiences segment is crucial, accounting for 38% of revenue and 61% of operating income in Q1 2025 [3] - The Experiences segment has shown a 14% compound annual growth rate in operating income from fiscal 2012 to 2022, indicating strong financial potential [6] Group 3: Strategic Initiatives - In September 2023, Disney announced plans to double capital expenditures to $60 billion over the next decade to expand parks and enhance cruise offerings, reflecting a strategic investment in growth [5] - The direct-to-consumer (DTC) segment, including Disney+ and Hulu, has transitioned from losses to profitability, with forecasts of $1 billion in operating income for the current fiscal year [8] Group 4: Market Position and Valuation - Disney holds valuable assets such as unmatched intellectual property and a leading position in sports with ESPN, which supports its competitive advantage [9] - The stock is currently trading 55% below its peak from March 2021, with a forward price-to-earnings (P/E) ratio of 16.5, indicating low market expectations and potential for upside [11][12]