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European Market Vs. The US Market - Where Should You Focus In 2026?
Seeking Alpha· 2025-12-30 14:00
Analyst’s Disclosure:I/we have a beneficial long position in the shares of WOLTF, BASFY, BNTGF, VEOEY 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. While this article may sound like financial advice, please observe that the author is not a US-based CFA engaged by the r ...
Cintas: I Was Right To Be Cautious
Seeking Alpha· 2025-12-18 16:59
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. While this article may sound like financial advice, please observe that the author is not a US-based C ...
Safran: I Went 'Hold' Too Early, But It's Overvalued Now (OTCMKTS:SAFRY)
Seeking Alpha· 2025-12-16 19:37
It's time for me to update my thesis on Safran SA ( SAFRY ). This is unfortunately one of those companies where I went "Hold" too early. Remember, however, that I rated Safran a "Buy" long before it went here. So, evenAnalyst’s Disclosure:I/we have a beneficial long position in the shares of EADSY 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 busin ...
Louisiana Pacific: Why It's Still Not Attractive (NYSE:LPX)
Seeking Alpha· 2025-12-10 16:57
Core Insights - The article discusses the investment position of the author in UPMMY shares, indicating a beneficial long position through various means such as stock ownership and derivatives [1] Group 1 - The author expresses personal opinions regarding the investment without receiving compensation from any company mentioned [1] - The article emphasizes that it is not financial advice and that investors should conduct their own due diligence before making investment decisions [2] - It highlights the risks associated with short-term trading and options trading, suggesting that these strategies may not be suitable for all investors [2] Group 2 - The article notes that past performance does not guarantee future results, and no specific investment recommendations are provided [3] - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [3] - The article mentions that the authors may not be licensed or certified by any regulatory body, which could impact the credibility of the investment insights provided [3]
Unum Group: A "Hold" In 2025 (NYSE:UNM)
Seeking Alpha· 2025-11-26 20:45
Group 1 - The article reflects on the past performance and transformation of Unum (UNM), suggesting that the author may have been overly optimistic as a major investor in the company [1] - The author has over 10 years of experience in generating value ideas in European and North American markets, indicating a strong background in investment analysis [1] - The author contributes to various investment groups, covering a wide range of markets including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe, focusing on reasonably valued stock ideas [1] Group 2 - The article emphasizes the importance of conducting due diligence and research before making any investment decisions, highlighting the risks associated with short-term trading and options trading [2] - It is noted that the author owns European/Scandinavian tickers and Canadian tickers of the companies discussed, which may influence the perspective presented in the article [2] - The article mentions that investing in European/Non-US stocks carries specific withholding tax risks, advising investors to consult tax professionals for guidance [2]
Cabot: The Decline Now Sees Valuation Making Sense (Rating Upgrade)
Seeking Alpha· 2025-10-23 09:21
Core Insights - The article discusses the investment positions held by the author in CBT and ITJTY, indicating a beneficial long position in these shares [1] Group 1 - The author expresses personal opinions regarding the stocks mentioned, emphasizing that no compensation is received for the article other than from Seeking Alpha [1] - It is noted that the author is not a licensed financial advisor, and the content should not be construed as financial advice [2] - The article highlights the importance of due diligence and research by investors before making any investment decisions [2] Group 2 - The article clarifies that past performance of investments is not indicative of future results, and no specific investment recommendations are provided [3] - It mentions that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [3] - The article emphasizes that the authors may not be licensed or certified by any regulatory body, which could affect the credibility of the investment insights provided [3]
Legrand: A Very International Industrial Group With Data Centers (LGRDY)
Seeking Alpha· 2025-09-12 13:56
Core Insights - The article emphasizes the importance of conducting thorough due diligence and research before making any investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1: Company and Industry Analysis - The author does not hold any stock or derivative positions in the companies mentioned, indicating an unbiased perspective [1]. - The article suggests that investing in European and Scandinavian stocks may involve specific withholding tax risks, which investors should consider [2]. - It is noted that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [3].
Revisiting My Lowered Maersk Target After Q2 2025
Seeking Alpha· 2025-08-29 17:02
Group 1 - The article expresses a beneficial long position in the shares of AMKBY, indicating a positive outlook on the company's stock performance [1] - The author emphasizes the importance of conducting due diligence and research before making any investment decisions, highlighting the need for investors to understand their risk tolerance [2] - The article clarifies that past performance is not indicative of future results, and no specific investment recommendations are provided [3]
Revisiting Houlihan Lokey's Successful Rotation And Thesis
Seeking Alpha· 2025-05-13 21:20
Group 1 - The article expresses a beneficial long position in the shares of ITJTQ, indicating a positive outlook on the company's stock performance [1] - The author emphasizes the importance of conducting due diligence and research prior to any investment, highlighting the risks associated with short-term trading and options trading [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided [3]