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Apple Stock: Time To Get Out (NASDAQ:AAPL)
Seeking Alpha· 2026-01-09 00:16
Editor's note: Seeking Alpha is proud to welcome William Ekenberg as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I started trading when I were 14 years old and has since always enjoyed investing in the stock market.Today,I am an investment analyst at a small investment firm in the Nordics. In my day-to-day work, I help the CEO with different tasks re ...
SharpLink Vs. Bitmine: Why I Prefer A $1.5B Buyback Over 50 Billion Shares Of Dilution
Seeking Alpha· 2026-01-06 14:21
My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...
MLPX Vs. AMLP: The Better Choice For The 2026 Midstream Bull Run (NYSEARCA:AMLP)
Seeking Alpha· 2026-01-06 03:01
Core Insights - The Alerian MLP ETF (AMLP) is perceived as a primary choice for investors in the midstream sector, but it has potential drawbacks related to tax efficiency and high concentration in MLP assets [1] Group 1: Investment Strategy - The analysis emphasizes the importance of a balanced portfolio of U.S. securities, leveraging macro-economic analysis and real-world trading experience [1] - The goal is to identify profitable and undervalued investment opportunities that can contribute to a high-yield portfolio [1] Group 2: Analyst Background - The analyst has a decade of experience in the investment field, combining roles as an Investment Consultant and Active Intraday Trader [1] - The analyst's expertise is supported by two university degrees in Finance and Economics, along with practical experience in management and trading [1]
SoFi Technologies: Buying The Dip With Confidence
Seeking Alpha· 2026-01-02 12:12
Core Viewpoint - The share price of SoFi Technologies (SOFI) has decreased by 17% since the last analysis, despite strengthening fundamentals, indicating a disconnect between market perception and company performance [1]. Company Analysis - SoFi Technologies has shown strong fundamentals, yet its stock price has not reflected this strength, leading to a significant decline in value [1]. - The company operates in the technology sector, and the analyst's background in IT provides a unique perspective on navigating complexities within this industry [1]. Investment Perspective - The analyst expresses confidence in investment decisions based on extensive experience in fundamental analysis and portfolio management [1]. - There is an emphasis on sharing insights and fostering accessibility for investors of all experience levels, indicating a commitment to educating the investment community [1].
TSMC: Why 2026 Will Be Even Bigger
Seeking Alpha· 2025-12-26 17:11
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
S&P 500 Outlook: Headed For 7,800 In 2026? Why AI And Aerospace And Defense Drive Upside
Seeking Alpha· 2025-12-23 14:30
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.As the S&P 500 heads into 2026, the main question is becoming where the S&P 500 will be ending up a year from now. Main questions are whether growth is carried by expanding corporate earnings, a more expensiveDhierin-Perkash Bechai is an aerospace, ...
SLB: Meeting The Red Queen Moment
Seeking Alpha· 2025-11-28 16:45
Core Insights - Fluidsdoc is a seasoned expert in the oil industry with 40 years of experience across six continents and over twenty countries, specializing in the upstream oil sector [1] Group 1: Company Overview - Fluidsdoc leads The Daily Drilling Report, an investment group that provides analysis for the oil and gas industry [1] - The group features a model portfolio that encompasses all segments of upstream oilfield activity, offering weekly updates [1] - Investment ideas are provided for both U.S. and international energy companies, covering a range from shale to deepwater drillers [1] Group 2: Analytical Approach - The group employs technical analysis to identify catalysts within the oil and gas sector [1]
BWX Technologies: Q3 Execution Highlights Strategic Pivot Beyond Defense
Seeking Alpha· 2025-11-27 13:47
Core Insights - The analysis focuses on BWX Technologies, Inc. (BWXT) and its recent Q3 report, including management forecasts and comments for Q4 and the entirety of 2025 [1] Financial Performance - The Q3 report provides insights into BWXT's financial performance, which will be evaluated to understand trends and potential growth areas [1] Management Guidance - Management's forecasts and comments are crucial for formulating new projections for Q4 and the full year of 2025, indicating a forward-looking approach to the company's financial health [1]
Constellation Brands: Fairly Valued With No Margin Of Safety (NYSE:STZ)
Seeking Alpha· 2025-11-21 10:50
Group 1 - Constellation Brands, Inc. (STZ) is a major global manufacturer and marketer of wine, spirits, and beer, with a diverse portfolio of brands [1] - The stock price of Constellation Brands has been experiencing significant growth [1] Group 2 - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various asset classes and regions [1] - The investment group Beyond the Wall Investing, led by Daniel Sereda, provides access to critical market analysis and insights prioritized by institutional investors [1]
Rocket Lab: How The Market Turned Neutron Into A Sell Catalyst
Seeking Alpha· 2025-11-19 22:20
Core Insights - Rocket Lab (NASDAQ: RKLB) stock has experienced a decline of 27.5% since the last report, attributed to the stock being overvalued while facing significant risks related to the Neutron development timeline and budget [2]. Company Analysis - The stock price of Rocket Lab was previously considered to be priced to perfection, indicating that market expectations were high despite underlying risks [2]. - The company is involved in the aerospace sector, which has substantial growth prospects, and the analysis provided aims to contextualize developments that may impact investment strategies [2]. Industry Context - The aerospace, defense, and airline industries are characterized by complex dynamics and significant growth potential, making them attractive for investment opportunities [2].