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Centerra Gold: Robust Free Cash Flow In Sight To Enhance Shareholder Value (Rating Upgrade)
Seeking Alpha· 2025-12-25 15:36
Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1]. Group 1 - The author, Alberto, possesses a Master's degree in Business Economics and has a strong managerial and economic background, which enhances his analytical capabilities [1]. - The investment strategy described is adaptable, catering to different types of stocks across all sectors, making it relevant for a wide range of investors [1].
Centerra Gold Stock: Robust Free Cash Flow In Sight Enhance Shareholder Value (NYSE:CGAU)
Seeking Alpha· 2025-12-25 15:36
Alberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whether they are dividend investors or interested in a value proposition or growth opportunity.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the c ...
Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)
Seeking Alpha· 2025-12-25 13:45
Group 1 - The company aims to invest in firms with ideal qualitative attributes, purchasing them at attractive prices based on fundamentals and holding them indefinitely [1] - The investment strategy involves managing a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The company may rate strong companies as 'Hold' if their growth opportunities do not meet the required threshold or if the downside risk is deemed too high [1]
2026 Market Outlook: Investors Valuation Expectations Are Far More Optimistic Than Analysts
Seeking Alpha· 2025-12-24 16:46
Once again it's the time of year when analysts get seduced into making predictions for the next year's market performance. Some will be correct, some will be embarrassingly wrong. I would not advise changing your investment strategy based on being swayed by anyThough I have done quite a few different things over the course of a long life, I am best known as a writer of bestselling books about business and health. My success has come because I am a very curious person who doesn't just follow the herd and tru ...
CEF: Another Fresh High And Further Gains Likely To Follow (CEF)
Seeking Alpha· 2025-12-23 20:29
The purpose of this article is to evaluate the investment backdrop for precious metals - specific to gold and silver - and why I believe the Sprott Physical Gold and Silver Trust (I've worked in Financial Services since 2008 and that is essentially when I started my investment journey. The first half of my career was spent in New York, working professionally after college (BS - Finance and D1 Men's Tennis), but I have since relocated to North Carolina, obtaining my MBA and then working in the Banking sector ...
GDXY: Not Enough Upside, Too Aggressive On Income
Seeking Alpha· 2025-12-23 17:00
Back in April, when I was near the peak of "pounding the table" about gold and gold miners (even from before that, but I really started going around that time), I covered the YieldMax Gold Miners Option Income Strategy ETF (Newsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing my views through concentrated, asymmetrical, and high-co ...
BioMarin: Amicus Buyout Sparks My Enthusiasm
Seeking Alpha· 2025-12-22 20:15
With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Re ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-22 17:41
"Buy The F***ing Dip"This is the rallying cry for a new generation of investors, but it has also been a very good investment strategy in recent years. https://t.co/UkZLWVQIA2 ...
Wells Fargo: We're sticking with larger cap, midcap, US over international
CNBC Television· 2025-12-22 16:11
Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]
4 Industries That Don’t Get Warren Buffett’s Money
Yahoo Finance· 2025-12-22 13:07
Investment Strategy - Warren Buffett, known as the "Oracle of Omaha," has a net worth of approximately $150 billion and is recognized for his investment timing and strategy [1] - Buffett plans to retire at the end of 2025 at the age of 95, but his influence on investment strategies remains significant [1] Industries Avoided by Buffett - New Technology: Buffett avoids investing in emerging technologies, labeling bitcoin as "a mirage" and advising against it, although Berkshire Hathaway has invested in Nu Holdings, a Brazilian digital banking company with a cryptocurrency platform [3][4] - Precious Metals: Buffett is skeptical about investing in gold, viewing it as speculative rather than a solid investment, and believes productive assets yield better returns through dividends [5][6] - Airlines: Berkshire Hathaway previously invested $10 billion in major airlines but sold these stakes in 2020 due to the pandemic's impact, reflecting Buffett's critical stance on the airline sector [7]