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Burke & Herbert: Merger Has Made It More Balanced And Now It Is Undervalued
Seeking Alpha· 2025-05-29 17:45
Burke & Herbert (NASDAQ: BHRB ) is a bank holding company that has been operating primarily in Virginia and Maryland for a very long time, in fact it was founded in 1852. As a small community bank, BHRB is deeply integrated into the citiesHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my pub ...
MARA Holdings: An Intriguing Combination Of Bitcoin Treasury And Efficient Mining
Seeking Alpha· 2025-05-27 15:33
After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...
NICE: Moat, Profitability, Cash, Growth, And Value
Seeking Alpha· 2025-05-21 05:41
I wrote about NICE Ltd. (NASDAQ: NICE ) ( OTCPK:NCSYF ), with their CCaaS (Contact Center as a Service) and FCC (Financial Crime and Compliance) software, at the beginning of February. I found it a compelling case, with the stock Analyst's Disclosure: I/we have a beneficial long position in the shares of NICE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I h ...
Pepsi: Forget GLP-1 And Dividend Cuts, These Are The Real Reasons Why It's Crashing
Seeking Alpha· 2025-05-17 13:00
Core Viewpoint - Pepsi was once regarded as a top consumer staple due to its consistent dividend growth over 50 years and strong share performance, but recent developments may indicate a shift in its market position [1] Financial Performance - Pepsi has maintained a growing dividend for 50 consecutive years, highlighting its commitment to returning value to shareholders [1] - The company's share price performance has been strong historically, contributing to its reputation as a reliable investment [1] Market Position - The perception of Pepsi as a leading consumer staple has changed over the past two years, suggesting potential challenges in its market standing [1]
D-Wave At A Critical Level - I'm Staying On The Sidelines
Seeking Alpha· 2025-05-16 09:42
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
First Merchants Corporation: Why The Market Still Doesn't Trust This Bank
Seeking Alpha· 2025-05-14 06:15
First Merchants Corporation (NASDAQ: FRME ) is a century-old company based in Muncie, Indiana. Over time, it has expanded into Michigan and Ohio, but operates primarily in Indiana, where it accounts for 78% of total deposits.Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. ...
Eagle Bancorp: Priced As If We Were In A Severe Recession
Seeking Alpha· 2025-05-10 09:09
Group 1 - Eagle Bancorp (EGBN) is based in Bethesda, Maryland, and has experienced a significant capital gains decline of -52.60% over the past 10 years [1] - Following the collapse of SVB, regional banks, including EGBN, saw a sharp decline but managed to recover in subsequent quarters [1]
Saying (Micro) Strategy Is Just Bitcoin Is Like Saying Niagara Falls Is Just Water (Rating Upgrade)
Seeking Alpha· 2025-05-09 15:33
After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...
Hims & Hers: Short Squeeze Or Strong Fundamentals? (Rating Downgrade)
Seeking Alpha· 2025-05-07 15:18
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Novo Nordisk Q1 2025: One Of The Best Deals You Can Get Right Now
Seeking Alpha· 2025-05-07 11:21
Analyst's Disclosure: I/we have a beneficial long position in the shares of NVO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...