Investing in stocks is inherently exciting because it keeps us on our toes. Although buying and holding stocks for a long period of time is a tried and tested strategy, it doesn't mean that active investorsDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, NVDA either through stock ownership, options, or other derivatives. I wrote this article ...

Global investors are heading into next year with the lowest levels of cash on the sidelines on record, according to Bank of America's closely-tracked survey of fund managers, and big bets in place on stocks, commodities, and President Donald Trump's†run it hot†economic strategy. ...

A few types of stocks and sectors on the market are as fraught with opposing views as airlines, in my experience. Some investors love them; others, the exact opposite. Some think they are very appealing; others wonder how anyone can invest in themAnalyst’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 it expresses my own opinions. I am not receiving ...

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and market outperformance [1]. Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1]. - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1]. Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the growth stock sector [1]. Group 3: Investment Philosophy - The analyst aims to assist investors in making money through investments in high-quality growth stocks, indicating a commitment to long-term value creation [1].

Investing legend Warren Buffett has made numerous blockbuster bets on stocks during his time leading Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) . One of the more recent ones included raising the conglomerate's position in a leading insurance stock in the third quarter this year. The move appears to have paid off.Buffett's Insurance Bet GainsWith less than a month left in 2025, there is a good chance that Berkshire Hathaway stock underperforms the S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYS ...

Investing legend Warren Buffett has made numerous blockbuster bets on stocks during his time leading Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) . One of the more recent ones included raising the conglomerate's position in a leading insurance stock in the third quarter this year. The move appears to have paid off.Buffett's Insurance Bet GainsWith less than a month left in 2025, there is a good chance that Berkshire Hathaway stock underperforms the S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYS ...

Core Viewpoint - Rollins, Inc. (ROL) has shown decent performance over the past three months and has potential for continued momentum, suggesting it may be a good addition to investment portfolios [1] Performance and Ranking - Rollins' stock has increased by 2.5% in the last three months, outperforming the industry average of 1.1% [2][9] - The company holds a Zacks Rank of 2 (Buy), indicating it is considered an attractive investment opportunity [2] Earnings Estimates and Growth - Analysts have revised five estimates for 2025 upwards in the past 60 days, with no downward revisions, reflecting confidence in the company [3] - The Zacks Consensus Estimate for 2025 earnings has increased by 1.8% over the past 60 days [3] - Rollins has a strong earnings surprise history, exceeding the Zacks Consensus Estimate in two quarters and matching in two others, with an average surprise of 3.2% [3] Revenue Projections - The consensus estimate for Rollins' Q4 2025 revenues is $926.5 million, representing an 11.3% increase year-over-year [4] - For the full year 2025, the revenue estimate is $3.77 billion, indicating an 11.4% year-over-year rise [4] Earnings Growth - The consensus estimate for Q4 2025 earnings is 27 cents per share, reflecting a 17.4% year-over-year growth [5] - For the full year 2025, the earnings estimate is $1.14 per share, implying a 15.2% growth year-over-year [5] Strategic Initiatives - Rollins is enhancing its commercial division within Orkin, which has the highest customer retention rate among its service lines [5] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to expand the company's geographical reach and revenue, with Saela projected to generate mid-$60 million in revenues by mid-2026 [6] Marketing and Pricing Strategy - The company is increasing its media presence through social media advertising targeting home buyers aged 30 to 45 [7] - Rollins aims to implement price increases above the general Consumer Price Index (CPI) rate, with a strategy of 3%-4% pricing increments to mitigate inflation effects [7]

Core Insights - The article discusses the investment landscape and highlights the importance of understanding market dynamics and company fundamentals [1] Group 1: Company Analysis - The analysis emphasizes the need for investors to evaluate companies based on their financial health and growth potential [1] - It suggests that companies with strong balance sheets and consistent revenue growth are more likely to withstand market volatility [1] Group 2: Industry Trends - The article notes that certain industries are experiencing significant shifts due to technological advancements and changing consumer preferences [1] - It highlights the importance of staying informed about industry trends to identify potential investment opportunities [1]

Core Insights - The article discusses the investment landscape surrounding semiconductor companies, particularly focusing on MRVL, NVDA, AVGO, and INTC, highlighting their market positions and potential growth opportunities [1][2]. Group 1: Company Performance - MRVL has shown strong performance in the semiconductor sector, benefiting from increased demand for data center solutions and networking products [1]. - NVDA continues to lead in graphics processing units (GPUs) and artificial intelligence (AI) applications, with significant revenue growth reported in recent quarters [1]. - AVGO is positioned well in the market due to its diverse product offerings and strategic acquisitions, which enhance its competitive edge [1]. - INTC is undergoing a transformation to regain market share, focusing on advanced manufacturing processes and new product launches [1]. Group 2: Market Trends - The semiconductor industry is experiencing robust growth driven by trends such as AI, cloud computing, and 5G technology, which are expected to sustain demand for chips [1]. - Increased investment in research and development is crucial for companies to innovate and maintain their market positions amid rising competition [1]. - Supply chain challenges remain a concern, but companies are adapting by diversifying suppliers and increasing production capacities [1].