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Chemed Corporation: Short-Term Headwinds But Long-Term Growth Potential
Seeking Alpha· 2025-07-18 13:10
Company Overview - Chemed Corporation (CHE) provides healthcare and maintenance services primarily in the United States, operating in the VITAS and Roto-Rooter sectors [1]. VITAS Sector - The VITAS sector focuses on palliative care, which is a specialized area aimed at improving the quality of life for patients with serious illnesses [1]. Roto-Rooter Sector - The Roto-Rooter sector provides plumbing and drain cleaning services, contributing to the company's overall service offerings [1]. Investment Analysis Approach - The company emphasizes a fundamental analysis approach, screening for undervalued companies based on balance sheets, income statements, and cash flow statements [1]. - Valuation ratios and industry trends are key components of the analysis process to identify potential investment opportunities [1].
Select Medical: Despite A Change In The Regulatory Environment, This Prospect Is Worth Considering
Seeking Alpha· 2025-07-18 12:15
Back in early October of last year, I decided to revisit Select Medical Holdings Corporation (NYSE: SEM ), one of the largest operators of critical centers, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the US. ICrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock ...
2 Deep Value Dividend Stocks Hiding In Plain Sight
Seeking Alpha· 2025-07-18 11:30
Group 1 - The article discusses the unusual market conditions in the current year, highlighting a mix of various factors impacting the investment landscape [1] - There is a focus on the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 2 - The article emphasizes the significance of understanding market-moving developments, suggesting that this year has seen an increase in such articles [1]
Super Micro Computer (SMCI): Undervalued Tech Titan With 2x Upside Potential
FX Empire· 2025-07-18 11:00
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
AVLV: A More Conservative Large-Cap Portfolio
Seeking Alpha· 2025-07-18 10:11
The Avantis US Large Cap Value ETF (NYSEARCA: AVLV ), launched on 09/21/2021 and managed by American Century Investment Management Inc., provides exposure to large-cap stocks that exhibit value characteristics through a factor-based systematic strategy. For an actively managed fund, it charges aAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and ...
Aeries Technology Regains Compliance with Nasdaq Listing Requirements
Globenewswire· 2025-07-17 21:01
NEW YORK, July 17, 2025 (GLOBE NEWSWIRE) -- Aeries Technology (Nasdaq: AERT), a global leader in AI-powered value creation, business transformation, and Global Capability Center (GCC) delivery for private-equity (PE) portfolio companies, today announced that it has restored compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) and will continue to trade on the Nasdaq Capital Market. No hearing or appeal process was necessary, and the matter is now fully closed. “We’re please ...
FDIS: Consumer Discretionary Dashboard For July
Seeking Alpha· 2025-07-17 20:41
Group 1 - The article focuses on industry metrics for a top-down analysis of the consumer discretionary sector, which may assist in evaluating sector ETFs like Consumer Discretionary Select Sector SPDR ETF (XLY) and Fidelity MSCI Consumer Discretionary [1] - The investing group Quantitative Risk & Value, led by Fred, emphasizes a portfolio invested in quality dividend stocks and companies leading in tech innovation, along with market risk indicators and various investment strategies [1]
TSMC Q2: AI Growth Is Booming, Yet I'm Holding Off
Seeking Alpha· 2025-07-17 20:30
Company Overview - Invictus Origin is a high-alpha investment company founded by Oliver Rodzianko in May 2025, aiming to deliver among the highest annual returns globally [1] - The company is developing innovative portfolio strategies, particularly through its flagship High-Alpha Black Swan Portfolio, designed to outperform leading indices like the Nasdaq-100 [1] Investment Strategy - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during significant market disruptions [1] - The investment process emphasizes fundamental valuation, long-term market cycles, and sector expertise in technology, semiconductors, artificial intelligence, and energy [1] Leadership and Expertise - Oliver Rodzianko has extensive experience as a macro-focused investment analyst and has built a strong reputation through platforms like Seeking Alpha, TipRanks, and GuruFocus [1] - As CEO, Oliver leverages his expertise to establish a firm characterized by resilience, performance, and disciplined capital stewardship [1]
Fifth District Bancorp: Deep Value At 0.56x Book With Excess Capital
Seeking Alpha· 2025-07-17 20:20
Editor's note: Seeking Alpha is proud to welcome Adam Peithman as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I'm a private investor focused on deep value and special situations, particularly in the small-cap and micro-cap space. I especially like finding companies trading below tangible book or sitting on excess capital. Areas of interest include th ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-17 19:45
ICYMI:TVL for @MorphoLabs on @base is at ~$2.2B, up +308.15% YTD.Have heard from a handful of investors that they're looking at lending protocols partly because their use is correlated with stablecoin growth. https://t.co/X70bKPjNIp ...