European small - cap investment

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Hawthorn Bancshares: Overlooked But Quite Attractive
Seeking Alpha· 2025-08-15 14:30
Company Overview - Hawthorn Bancshares (NASDAQ: HWBK) is the owner of Hawthorn Bank, a full-service bank based in Missouri with less than $2 billion in assets and eighteen offices, indicating a relatively small scale of operations [1] Investment Focus - The investment group European Small Cap Ideas specializes in 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 on European investing opportunities [1]
Bank of America: Higher Yielding Preferred Stock Is Still Attractive
Seeking Alpha· 2025-07-26 15:40
Group 1 - Bank of America (BAC) is a well-known financial institution with a significant presence in the market [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 - There is a potential for increasing positions in BAC.PR.B after the ex-dividend date, along with the possibility of writing additional out-of-the-money put options on BAC's common stock [2]
Publicis: H2 Uncertainty Creates Buying Opportunity
Seeking Alpha· 2025-07-20 14:40
Group 1 - Publicis is one of the world's largest PR and advertising companies, based in France, and is influenced by global economic conditions [1] - The company is subject to changes in the world economy, with a weaker economy typically leading to reduced advertising spending [1] Group 2 - 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]
Clarkson: It's Perhaps A Good Time To Be Contrarian
Seeking Alpha· 2025-07-18 14:30
Core Insights - Clarkson PLC's share price has decreased by approximately 15% since the last article was published [1] Group 1: Company Performance - Clarkson has indicated that it now expects tariffs as announced by the USA [1] Group 2: Investment Focus - 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]
Secure Waste Infrastructure Is Still Cheap
Seeking Alpha· 2025-07-16 14:30
He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios - the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European ...
Ensign Energy Services: Rapid Debt Reduction Makes The Stock Appealing
Seeking Alpha· 2025-06-18 14:30
Company Overview - Ensign Energy Services operates primarily in the oil and natural gas sector, with approximately 85% of its land drilling rigs located in the USA and Canada [1] Investment Focus - The investment group European Small Cap Ideas specializes in high-quality small-cap investment opportunities, emphasizing capital gains and dividend income for continuous cash flow [1] Portfolio Features - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content on European investment opportunities [1]
ACNB Corporation: Pennsylvania Bank Is Now Cheaper After A Recent Acquisition
Seeking Alpha· 2025-06-11 14:30
Group 1 - ACNB Corporation is the financial holding company for ACNB Bank located in Pennsylvania, which previously operated 27 community banking offices before acquiring Traditions Bancorp [1] - Traditions Bancorp was also headquartered in Pennsylvania, indicating a consolidation within the local banking sector [1] Group 2 - The investment group European Small Cap Ideas focuses on high-quality investment opportunities in the small-cap space, 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]
Cellnex Telecom Closing Valuation Gap With Peers Provides Upside Potential
Seeking Alpha· 2025-06-07 15:40
Core Insights - Cellnex Telecom is the largest owner and manager of cell phone towers in Europe, with over 100,000 towers in its asset base [1] Group 1: Company Overview - Cellnex Telecom operates in the telecommunications infrastructure sector, focusing on cell phone towers [1] - The company lacks the brand recognition of its American peers, which may impact its market positioning [1] Group 2: Investment Strategy - The investment group European Small Cap Ideas emphasizes high-quality small-cap investment opportunities, focusing on 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 3: Analyst Position - The analyst has a beneficial long position in Cellnex shares, indicating confidence in the company's future performance [2]
Tsakos Energy: An Ideal Mix Of High-Yielding Common Shares And Preferred Shares
Seeking Alpha· 2025-05-12 14:30
Company Overview - Tsakos Energy Navigation (NYSE: TEN) is a significant player in the shipping industry, primarily focusing on tankers with a fleet of just over 60 vessels, including 3 VLCC, 12 Suezmax, and 27 Aframax vessels [1] - The company is set to take delivery of just over 20 additional vessels, indicating growth and expansion in its operations [1] Investment Insights - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities, particularly in the small-cap sector, emphasizing capital gains and dividend income [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] Analyst Positions - There is a disclosed long position in TEN.PR.E, indicating a positive outlook on this specific security [1] - Additionally, there is a long position in TEN.PR.F, with plans to write more put options to establish a long position in TEN's common shares [2]