Thematic investing

Search documents
Coterra: 30%+ Upside Possible As Shares Hit Key Support
Seeking Alpha· 2025-05-08 15:33
Group 1 - The sell side is currently engaged in a competitive analysis of the Energy sector, with Bank of America upgrading the sector to a buy rating [1] - The upgrade is based on the observation that while increased drilling activity may negatively impact oil-producing companies, the dividends offered by these companies remain robust and attractive to potential shareholders [1]
UGI: This Dividend Aristocrat Is Outperforming And Undervalued
Seeking Alpha· 2025-04-18 15:30
Core Insights - Dividend Aristocrats are showing strong performance in 2025, with the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) down only 3.4% year to date, outperforming the S&P 500 by more than 6 percentage points of alpha [1] Group 1 - The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has demonstrated resilience in a challenging market environment [1] - The ETF's performance indicates a potential investment opportunity in Dividend Aristocrats, which are known for their consistent dividend payments [1] - The 6 percentage points of alpha suggests that Dividend Aristocrats may be a favorable choice for investors seeking stability and income [1]
AngloGold Ashanti: Earnings Multiple Just Too Cheap With Gold Above $3100
Seeking Alpha· 2025-04-01 09:35
Group 1 - Gold prices have significantly increased in 2025, with the precious metal on track for its best quarterly performance since 1986, according to Bloomberg [1] - The current price of gold is over $3100 per troy ounce [1]