With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Cleveland-Cliffs Inc. ( CLF ) is the largest flat-rolled steel company in North America that I've been covering for years on Seeking Alpha, always rating it as a "Buy" because I saw a massiveOakoff Investments is a personal portfolio manager and a qu ...

Core Viewpoint - The previous bullish thesis on Enbridge (ENB) has not performed well, showing a -3% total return since early October, indicating potential underperformance in share price [1] Group 1: Company Performance - Enbridge's share price has experienced a decline of -3% since early October, suggesting challenges in maintaining investor confidence [1] Group 2: Analyst Background - The analyst has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions [1] - The analyst has developed an interest in equity research and provides services for a Dubai-based family office with over $20 million in assets under management [1] - The analyst emphasizes the importance of analyzing financial statements, evaluating market trends, and identifying growth drivers across various industries [1]

Core Insights - Digi Power X, Inc. (DGXX) is experiencing a significant transformation that is positively impacting its share performance, with a year-over-year increase of 37.70% and a year-to-date surge of 75.33% [1] Company Performance - DGXX is currently classified as a penny stock, indicating its share price is relatively low compared to larger companies [1]

Core Insights - Alphabet's stock (GOOGL) has an 80% historical win-rate in January, indicating a tendency for positive movement during the first month of the year [1] Group 1 - The stock typically performs well in January, suggesting potential investment opportunities during this period [1]

Group 1 - Incyte Corporation (INCY) has a market capitalization of approximately $20 billion, indicating its significant size in the market [1] - The company is not widely recognized among the general public, suggesting potential for growth in awareness and investment interest [1] - Oakoff Investments provides a range of investment services, including a fundamentals-based portfolio and weekly analysis, which may benefit investors looking for insights into companies like Incyte [1] Group 2 - The article mentions that the analyst may initiate a long position in Incyte within the next 72 hours, indicating a potential bullish outlook on the stock [2] - There is no current ownership of stock or derivatives in Incyte by the analyst, which may suggest an unbiased perspective in the analysis [2]

Core Viewpoint - Broadcom Inc. (AVGO) is anticipated to release its FQ4 2025 earnings next week, which is expected to act as a bullish catalyst for the share price [1] Group 1: Company Performance - The upcoming earnings report is likely to highlight Broadcom's position as one of the largest beneficiaries in its sector [1] Group 2: Market Context - The earnings release is positioned within a broader context of positive market sentiment towards the company, suggesting potential growth opportunities [1]

Core Insights - Frontdoor, Inc. reported a 14% year-over-year increase in revenues for Q3 2025, with net profit rising 5% year-over-year to $106 million [1] - For the nine months ending September 30, 2025, Frontdoor's revenue experienced a significant growth of 45% year-over-year since Q1 2025 [1] Financial Performance - Q3 2025 revenues increased by 14% compared to the same quarter last year [1] - Net profit for Q3 2025 reached $106 million, reflecting a 5% increase year-over-year [1] - Year-to-date revenue growth for the first nine months of 2025 was 45% compared to the same period in the previous year [1]

Core Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - Credo Technology (CRDO) was previously recommended as a "buy" when its stock was priced at $68 per share, despite some growth investors considering it overpriced [1] Company Overview - Oakoff Investments is identified as a personal portfolio manager and quantitative research analyst with five years of experience in balancing growth and value investments [1] - The investing group Beyond the Wall Investing features a fundamentals-based portfolio, weekly analysis from institutional investors, and regular alerts for short-term trade ideas based on technical signals [1] Investment Strategy - The service includes ticker feedback upon request from readers and a community chat for discussions [1]

Core Insights - The article emphasizes the value of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, potentially saving thousands annually on such information [1] Group 1: Company Analysis - The article highlights multiple bullish calls made on Intel Corporation (INTC), indicating a positive outlook for the company [1] Group 2: Investment Strategy - Oakoff Investments, led by a quantitative research analyst, focuses on balancing growth and value by sharing proprietary Wall Street information [1] - The investing group offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1]

Group 1 - The space industry is gaining traction, indicating a growing interest and potential investment opportunities within the sector [1] - The CFO has over a decade of experience in finance, particularly in oilfield and real estate industries, which enhances the understanding of market dynamics [1] - The CFO has developed an interest in equity research, providing services for a Dubai-based family office with over $20 million in assets under management [1] Group 2 - The CFO's expertise includes analyzing financial statements, evaluating market trends, and identifying growth drivers across various industries [1] - There is a commitment to staying updated on the latest developments in equity research, emphasizing the importance of continuous education and professional development [1]