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Antofagasta Benefits From High Gold Prices
Seeking Alpha· 2026-01-28 15:30
As explained in a previous article , Antofagasta plc ( ANFGF ) remains one of the better copper companies to have exposure to in order to benefit from an anticipated strong copper price, as it has sizable operations focusing on thatThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which of ...
Triton International: The Preferred Stock Could Still Be Interesting
Seeking Alpha· 2026-01-06 15:30
Group 1 - Triton International was acquired by Brookfield Infrastructure in 2023, but its preferred shares remain outstanding [1] - The Investment Doctor emphasizes a portfolio mix of dividend and growth stocks, focusing on European small-cap investments [1] - The investment group European Small Cap Ideas provides exclusive research on appealing Europe-focused investment opportunities [1] Group 2 - The European Small Cap Ideas portfolio and the European REIT Portfolio are featured as model portfolios [1] - Weekly updates and educational content are provided to enhance understanding of European investment opportunities [1] - An active chat room is available for discussions on the latest developments of portfolio holdings [1]
Paladin Energy: A Good Proxy For Uranium Exposure
Seeking Alpha· 2025-11-30 15:40
Company Overview - Paladin Energy is an Australian uranium producer and developer, focusing on the Langer Heinrich uranium mine in Namibia, which is currently ramping up towards its nameplate capacity [1] - The company has also acquired Fission Uranium to gain access to the Patterson Lake South project, enhancing its uranium production capabilities [1] Investment Strategy - The Investment Doctor emphasizes a portfolio that includes a mix of dividend and growth stocks, targeting a 5-7 year investment horizon [1] - The investment group European Small Cap Ideas, led by The Investment Doctor, provides exclusive research on appealing Europe-focused investment opportunities, particularly in the small-cap sector [1] - The focus is on high-quality investment ideas that offer capital gains and dividend income for continuous cash flow [1] Portfolio Features - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio [1] - Weekly updates and educational content are provided to enhance understanding of European investment opportunities [1] - An active chat room is available for discussions on the latest developments regarding portfolio holdings [1]
Anheuser-Busch InBev: Overdone Sell-Off Creates Attractive Opportunity
Seeking Alpha· 2025-08-03 14:40
Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - The analyst has established a long position in Anheuser-Busch InBev (BUD) and expresses a beneficial interest in the shares through stock ownership or derivatives [1] Group 2 - There is a potential strategy to write additional out of the money put options on both the Brussels and US listings of Anheuser-Busch InBev [2]
Timberland Bancorp: Strong Loan Book Means The Stock Is A Buy
Seeking Alpha· 2025-07-09 14:30
Group 1 - Timberland Bancorp (NASDAQ: TSBK) has a robust balance sheet and a loan book with a low amount of loans past due, making it an attractive investment opportunity [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]
BOK Financial: Now Available At 1.3x Tangible Book Value
Seeking Alpha· 2025-04-15 14:30
Group 1 - BOK Financial is perceived as a lender with high exposure to the energy sector, prompting a closer examination of its balance sheet [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] Group 2 - The article does not provide any specific financial data or performance metrics related to BOK Financial or the investment group [1]
Apple Hospitality REIT: The 6.6% Yield Makes The Stock Attractive
Seeking Alpha· 2025-03-05 15:30
Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, aiming for capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - An active chat room is available for discussions on the latest developments of the portfolio holdings, enhancing community engagement and information sharing [1]