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I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Weekend Thoughts. 周末思考。 24/52. Asia Leaders Conference, Oil scenarios, KOSPI spotlight, A-H spread. 第 24 周/共 52 周。亚洲领导⼈会议，⽯油情景，韩国综合股价指数焦点，A 股与 H 股价差。 市场洞察 - 重点报道 --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Past notes: 过往笔记： 21/52. EU Tariff, US positioning, TechNet, Asia alpha themes. • 21/52。欧盟关税、美国⽴场、TechNet、亚洲阿尔法主题 。 20/52. Trade truce, Asia alpha themes. • 20/52。贸易休战、亚洲阿尔法主题 。 19/52. On the Precipice, Asia mark-to-market. • 19/52。悬崖边缘、亚洲按市值计价 。 1/ MEET: Asia Leaders ...

We've been watching a big developing story in the oil market today. So too is Mark Fiser. He joins us now on the CNBC News Line.Certainly one of the most astute energy traders ever. So through the traders eyes here, Mark, and a good one at that. What are your thoughts as you watch what's unfolding there.Well, Scott, there's too much, you know, uncertainty obviously. Um there's too much asymmetry up or down to really do anything. I mean the everyone's antenna was raised about, you know, a couple weeks ago wh ...

[Music] All right, with that, let's give a warm welcome to our first speaker, Adam Bennar, the co-founder of new, a company that connects students with real world challenges while helping decision makers tap into fresh young talent. Tonight, he's here to inspire us all, to challenge boundaries, embrace creativity, and see life as a sandbox for exploration. Please join me in welcoming Adam Bedar.Hey everyone, thank you for having me. I want to tell you my personal story of why I think the world is supposed t ...

Core Viewpoint - The volatility in Chinese stocks, particularly Alibaba Group, is largely driven by recent trade tariffs implemented by President Trump, but there is a potential for recovery as negotiations between China and the U.S. progress [1][2]. Company Overview - Alibaba Group (BABA) is currently priced at $117.56, with a 52-week range between $71.80 and $148.43, a dividend yield of 0.88%, and a P/E ratio of 16.99. The average price target for the stock is $154.21, indicating a potential upside of 28.19% from the current price [2][6]. Market Sentiment - The uncertainty surrounding Alibaba appears to be diminishing as negotiations between the U.S. and China have led to a clearer outlook for the stock market, particularly for stocks reliant on these forecasts [2][10]. - There has been a 16.9% decline in short interest for Alibaba over the past month, suggesting a capitulation among short sellers as the stock remains undervalued compared to its all-time high of over $315 per share [11]. Technical Analysis - A significant price gap at around $117.50 is noted, which is expected to be revisited, indicating a potential entry point for investors [4][6]. - If the stock reaches the $117.50 level, it could lead to a rapid rebound, confirming that this is a key price point for buyers [7][10]. - An alternative scenario suggests that if fear takes over, the price may drop to $111.50, which is another significant level where buyers may enter the market [8][9]. Institutional Interest - Recent quarterly reports indicate an influx of up to $4.7 billion in institutional capital into Alibaba, reflecting confidence in the stock and supporting the identified price levels [13]. Analyst Ratings - Fawne Jiang from Loop Capital has set a valuation target of up to $176 per share for Alibaba, which represents a potential increase of nearly 50% from current prices, highlighting the stock's upside potential despite negative media sentiment [12].

Core Viewpoint - The current economic cycle favors certain stocks outside the crowded technology sector, particularly in the industrial sector, which may offer better risk-to-reward ratios [1][2]. Group 1: Industrial Sector Insights - The industrial sector is experiencing underlying tailwinds due to trade tariff negotiations between the United States and China, which could unlock new earnings forecasts [2][3]. - Companies like CF Industries, Caterpillar, and Deere are positioned to benefit from these developments, suggesting a shift in investor focus towards these stocks [4]. Group 2: CF Industries Analysis - CF Industries has a 12-month stock price forecast of $90.21, indicating a potential downside of 2.36% from the current price of $92.40, based on 15 analyst ratings [5]. - The agricultural industry is currently facing uncertainty due to tariffs, but renewed certainty could lead to significant recovery in profits [6]. - Institutional investors have increased their position in CF Industries by 10.1%, reflecting growing confidence in the stock [6][7]. - CF Industries trades at a price-to-book (P/B) ratio of 2.1x, which is above the agricultural industry's average of 1.05x, indicating a premium valuation [8]. Group 3: Deere & Company Insights - Deere & Company has a current stock price of $514.63 with a 12-month forecast of $515.19, suggesting a slight upside of 0.11% [10]. - Analyst Jamie Cook from Truist Financial has placed a Buy rating on Deere with a price target of $619, implying a potential rally of up to 20% [11]. - Institutional capital flowing into Deere stock has reached $3.3 billion, indicating increased investor confidence [12]. - Deere trades at a P/B ratio of 6.2x, significantly higher than the industrial sector's average of 4.3x, reflecting strong market sentiment [13]. Group 4: Caterpillar Stock Outlook - Caterpillar has a current stock price of $357.85 with a 12-month forecast of $372.92, indicating a potential upside of 4.21% [14]. - The anticipated infrastructure spending bill could benefit Caterpillar as it is positioned to be a key provider of machinery and equipment [15]. - Bank of America has reiterated a Buy rating on Caterpillar with a price target of $385, suggesting a potential rally of 7.5% [18].

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Global Credit Strategy Fixed Income H2 outlook – Not buying it Global Reality check We are not chasing this rally. Momentum-style strategies do not usually work in credit. This is less about a large probability of spread widening, but rather the asymmetric payoffs that become increasingly skewed against investors' favour as spreads tighten. For every dollar of outperformance US credit offers, investors leave themselves exposed to USD1.5 of potential losses, and up to USD3 in ...

Core Insights - The energy sector is highlighted as a key area for investment, particularly due to recent oil inventory data indicating significant supply-demand dynamics [1][2][3] Oil Inventory and Market Dynamics - The U.S. oil inventory has seen its largest decline since December 2024, suggesting reduced need for oil storage amid economic slowdowns [3] - This decline in inventory could lead to price spikes if new demand emerges, indicating potential bottlenecks in the market [3] Company-Specific Insights Transocean Ltd. - Transocean's stock is currently priced at $2.76, with a 12-month price forecast of $4.58, representing a 66.24% upside [5] - The stock is trading at only 44% of its 52-week high, indicating that it has absorbed negative news, positioning it well for recovery as oil prices rise [6] - Analysts project a potential earnings per share (EPS) increase from a current net loss of $0.10 to $0.06, supporting the bullish outlook [8] Helmerich & Payne Inc. - Helmerich & Payne's stock is currently at $16.69, with a 12-month price forecast of $27.73, also indicating a 66.18% upside [10] - Institutional investment has increased significantly, with Vanguard Group acquiring a stake worth $286.2 million, representing 11% of the company [10] - Analysts forecast an EPS increase from $0.02 to $0.76 for the second quarter of 2025, reflecting confidence in the drilling sector [13] Occidental Petroleum Co. - Occidental Petroleum's stock is currently priced at $42.57, with a 12-month price forecast of $53.14, indicating a 24.82% upside [14] - There has been a 4.5% decline in short interest, suggesting a shift in investor sentiment towards bullishness [15] - Institutional buying has surged, with $1.1 billion in the most recent quarter and $1.7 billion in the previous quarter, indicating strong confidence in the stock and the energy sector [16]