Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration. Seekin ...

Company Overview - STAG Industrial (NYSE: STAG) is a Real Estate Investment Trust (REIT) that focuses on owning and operating industrial properties across the United States [1] Stock Performance - The stock has experienced a decline over the past year due to the prevailing market environment [1] Analyst Background - The analyst has over 10 years of experience researching companies, having analyzed more than 1000 companies across various sectors including commodities and technology [1]

Core Insights - The article emphasizes the importance of value investing as a successful strategy across various market conditions [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly focusing on the "Value" category for value investors [3] - Gentherm (THRM) is highlighted as a strong value stock, currently holding a Zacks Rank 2 (Buy) and an A for Value [4] Company Metrics - Gentherm's current P/E ratio is 14.03, significantly lower than the industry average P/E of 29.87 [4] - The company's P/B ratio stands at 1.5, compared to the industry's average P/B of 3.70, indicating a solid valuation [5] - Over the past year, THRM's Forward P/E has fluctuated between 8.71 and 16.93, with a median of 12.42, while its P/B has ranged from 1.11 to 2.70, with a median of 1.85 [4][5] Investment Outlook - The combination of Gentherm's strong earnings outlook and its current valuation metrics suggests that the stock is likely undervalued [6]

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits. While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always loo ...

Core Insights - UP Fintech Holding Limited (TIGR) is currently viewed as a more attractive investment compared to Tradeweb Markets (TW) for those seeking undervalued stocks [1][3] Valuation Metrics - TIGR has a forward P/E ratio of 16.93, significantly lower than TW's forward P/E of 40.31, indicating that TIGR may be undervalued [5] - The PEG ratio for TIGR is 0.89, while TW's PEG ratio stands at 2.34, suggesting that TIGR has better earnings growth potential relative to its price [5] - TIGR's P/B ratio is 2.6, compared to TW's P/B of 4.99, further supporting the notion that TIGR is undervalued [6] Investment Ratings - TIGR holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while TW has a Zacks Rank of 3 (Hold) [3] - Based on the Style Scores system, TIGR has a Value grade of B, whereas TW has a Value grade of F, highlighting TIGR's superior valuation metrics [6]

Core Insights - The focus of the market is currently on AI and high-performing commodities like gold, while lithium, a key commodity for electric vehicles (EVs), is being overlooked [1] Industry Summary - Lithium is identified as an important commodity for the EV sector, which has not received adequate attention in the current market environment [1] Company Summary - No specific company details or performance metrics are provided in the content [1][2][3]

Core Viewpoint - The demand outlook for Wyndham Hotels & Resorts has become less attractive, leading to a downgrade in rating to hold [1] Group 1: Investment Philosophy - The company adopts a fundamentals-based approach to value investing, focusing on long-term durability and affordability rather than just low multiples [1] - There is a belief that successful companies can be risky investments if overvalued, emphasizing the importance of valuation [1] - The company is particularly interested in firms with steady long-term growth, no cyclicality, and strong balance sheets [1] Group 2: Market Conditions - The current market conditions suggest that the development runway for certain companies may diminish the immediate importance of price [1]

Core Insights - PayPal Holdings, Inc. (NASDAQ: PYPL) reported earnings results on July 29th that significantly exceeded market estimates, yet the stock price fell by approximately 10%, indicating a potential overreaction from the market [1]. Company Performance - The earnings report from PayPal showed strong cash generation, which is a key focus for investors looking for durable businesses with a competitive advantage [1]. Market Reaction - Despite the positive earnings results, the market's reaction was negative, suggesting that investor sentiment may not align with the company's financial performance [1].

Core Insights - Whirlpool (NYSE: WHR) is frequently identified as a bargain stock due to its high dividend yield and low valuation metrics [1] Company Analysis - The company has been highlighted for its attractive investment characteristics, particularly for value investors seeking undervalued opportunities with significant margins of safety [1] - Whirlpool's earnings track record is solid, and it is noted for trading at less than 8 times free cash flow, which is a key metric for value investors [1]

Group 1 - The core viewpoint is a downgrade to a hold rating for Keurig Dr Pepper due to tariff uncertainty, margin weakness, and a reversal in coffee demand trends [1] - There were signs of improvement in Q2 2025, particularly in US coffee pods, indicating potential recovery in the company's performance [1] Group 2 - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]