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New Oriental Education: Learning The Hard Lessons Of A Tougher Market
Seeking Alpha· 2025-04-29 09:38
Core Business Performance - New Oriental Education reported ongoing deceleration in its core education business for FY3Q25, with results for the three-month period ending March 31 indicating a continued decline [1] - The overseas business segment is beginning to show signs of growth, contrasting with the domestic education sector's performance [1] Investment Insights - Astrada Advisors emphasizes actionable recommendations that enhance portfolio performance and uncover alpha opportunities, leveraging a strong track record in investment research [1] - The firm specializes in identifying high-potential investments across technology, media, internet, and consumer sectors in North America and Asia [1] - The research integrates rigorous fundamental analysis with data-driven insights, providing a nuanced understanding of key trends and competitive landscapes [1]
Intel: Buy, Sell Or Hold After Earnings?
Seeking Alpha· 2025-04-27 13:02
Group 1 - The appointment of Lip-Bu Tan as the new CEO of Intel (INTC) initially led to a rise in the stock price, indicating positive market sentiment towards leadership changes [1] - Despite the initial stock gain, there is an uncertain economic backdrop and a soft outlook for the second quarter, suggesting potential challenges ahead for Intel [1] - The Aerospace Forum focuses on discovering investment opportunities in the aerospace, defense, and airline industries, providing data-informed analysis to support investment theses [1]
Forget Oil Stocks, Buy Microsoft
Seeking Alpha· 2025-04-25 16:25
Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He has established L.A. Stevens Research, where he manages the LAS Index, a stock basket that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research utilizes a proprietary method for selecting stocks, contributing to its strong performance in the investment community [2] - The LAS Index is designed to cater to a diverse audience, including beginners, busy professionals, and experienced fund managers [2]
Howmet Aerospace Preferred Stock Is A Hold After Significant Appreciation
Seeking Alpha· 2025-04-21 21:47
Core Viewpoint - The article highlights the strong performance of Howmet Aerospace Inc. (NYSE: HWM.PR) with a reported return of 11.2% and a total return of 12.6% since the last analysis, indicating a positive investment opportunity in the aerospace sector [1]. Group 1: Company Performance - Howmet Aerospace Inc. has shown a strong buy rating, which has resulted in significant returns for investors [1]. - The company is part of a broader analysis focused on the aerospace, defense, and airline industries, which are expected to have substantial growth prospects [1]. Group 2: Analyst Insights - The analysis is conducted by an experienced analyst with a background in aerospace engineering, providing informed insights into the complexities of the industry [1]. - The investing group offers access to data analytics monitors, enhancing the investment decision-making process [1].
Hub Group: Uncertainty For A Fragile Market
Seeking Alpha· 2025-04-16 22:16
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In August 2024, I maintained my buy rating for Hub Group, Inc. (NASDAQ: HUBG ) but reduced my price target by 10% on weaker performance expected in the year. Since my last report, the stock priceDhierin runs the investing group The Aerospace Forum ...
Boeing: Huge Month With Big Order Wins
Seeking Alpha· 2025-04-15 14:00
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has sold off in the trade turmoil of the past weeks. From the high of February, around $185 per share, the stock price dropped to $136. Since then, the stock price has recovered to the $160 level. So, the stock price has re ...
Okta: Death And Resurrection
Seeking Alpha· 2025-03-31 22:56
Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He founded L.A. Stevens Research and developed the LAS Index, which has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research is focused on providing investment research and analysis, catering to a diverse audience from beginners to seasoned professionals [2] - The LAS Index is a proprietary basket of stocks selected through a unique investment methodology, demonstrating strong performance relative to broader market indices [2]
MercadoLibre: Near Its Lowest Valuation Ever
Seeking Alpha· 2025-03-25 22:01
Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He has established L.A. Stevens Research, where he manages the LAS Index, a stock basket that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research utilizes a proprietary method for selecting stocks, contributing to its strong performance in the investment community [2] - The LAS Index is designed to cater to a diverse audience, including beginners, busy professionals, and experienced fund managers [2]
Meta: My 3 Favorite Aspects Of The Thesis
Seeking Alpha· 2025-03-25 13:49
Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He founded L.A. Stevens Research and developed the LAS Index, which is a selection of stocks that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research is the company created by Louis Stevens, focusing on investment research and stock selection [2] - The LAS Index is a proprietary method for investing that has shown strong performance relative to traditional indices [2] Analyst Background - Louis Stevens ranks in the top 0.1% of analysts according to TipRanks, indicating a high level of credibility and expertise in the investment community [1]
Tencent Music: Seizing Opportunities In Music Business Amid Hurdles
Seeking Alpha· 2025-03-24 19:06
Group 1 - Tencent Music's 4Q24 results show a divergence in fundamentals, with strong performance in online music services contrasted by weakness in social entertainment [1] - This trend of diverging performance has been consistent with observations from the previous quarter [1] Group 2 - The analysis highlights the importance of understanding market developments, regulatory changes, and emerging risks in the technology, media, internet, and consumer sectors [1] - The research emphasizes a data-driven approach to identify high-potential investments and navigate complex industries [1]