Contrarian investing

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Zoetis: Why I Decided To Invest In The Stock
Seeking Alpha· 2025-08-25 05:45
As a contrarian investor, I prefer to invest in high-quality companies that have temporarily fallen out of favor. My particular focus is on companies whose share prices have collapsed sharply or stagnated for some time, while their earnings performanceWith 14 years of experience as a financial advisor at a Italian bank, I’ve helped over 1,000 clients manage their finances successfully. In 2018, I turned my passion into a profession and have since been writing fundamental equity research for various German-l ...
UDR: Steady Growth And Strong Dividends At A Discount
Seeking Alpha· 2025-08-24 12:00
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - Successful investing is characterized by acquiring good assets at favorable prices rather than merely popular assets [2] - The emphasis is on defensive stocks with a medium- to long-term investment horizon [2]
X @Bloomberg
Bloomberg· 2025-08-14 22:54
Billionaire David Tepper showcased his style as a contrarian investor, scooping up shares of beleaguered UnitedHealth in the second quarter while trimming stakes in Chinese stocks https://t.co/JvugBJds38 ...
Leidos: Contract Wins, Improving Backlog, And A Reasonable Valuation
Seeking Alpha· 2025-08-06 08:59
Group 1 - The article emphasizes the value of contrarian investing, suggesting that going against prevailing market sentiments can be beneficial [1] - In February, concerns about government spending cuts from the Department of Government Efficiency (DOGE) negatively impacted market sentiment, leading to a decline in stock prices [1] Group 2 - The author expresses a preference for investing in high-quality stocks and businesses that are managed by disciplined capital allocators [1] - The focus is on companies that generate exceptional returns on capital and have the ability to compound invested capital over long periods [1]
UnitedHealth Group: Undervaluation Of A Healthcare Titan
Seeking Alpha· 2025-07-22 00:44
Group 1 - Seeking Alpha welcomes a new contributing analyst, Aiden Mertzel, who encourages others to share investment ideas for publication [1] - The analyst has a strong academic background with a 3.98 GPA and is focused on uncovering undervalued equities in healthcare, technology, and insurance sectors [2] - The analyst employs a growth-at-a-reasonable-price (GARP) investment style, targeting companies that are temporarily misunderstood by the market [2] Group 2 - The article emphasizes the importance of rigorous fundamental and valuation analysis in identifying investment opportunities [2] - The analyst aims to provide insightful, data-backed perspectives grounded in long-term fundamentals and macro awareness [2]
ETF experts offer their best contrarian plays in the face of uncertainty
CNBC Television· 2025-06-23 21:55
As we talk a little bit more, Matt, about this ongoing issue with the markets and how they're pricing things, is there a way that we can look perhaps uh for investors to hedge traditional portfolios. Uh what exactly are you seeing in terms of maybe some contrarian ideas that are coming into favor with regard to some of this particular type of move. Uh we've talked oil and gold and maybe I've even alluded to you know crypto and bitcoin but h how exactly are you seeing possibly either investment advisors or r ...
I'm Buying Magnificent Dividends Up To 9% Yield
Seeking Alpha· 2025-02-27 13:15
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.A contrarian mindset can be great for picking up bargains, especially for dividend investors who prize higher yields than what the S&P 500 ( SPY ) offers. Fo ...