As a contrarian investor, I prefer to invest in high-quality companies that have temporarily fallen out of favor. My particular focus is on companies whose share prices have collapsed sharply or stagnated for some time, while their earnings performanceWith 14 years of experience as a financial advisor at a Italian bank, I’ve helped over 1,000 clients manage their finances successfully. In 2018, I turned my passion into a profession and have since been writing fundamental equity research for various German-l ...

Group 1 - The Alerian MLP ETF (AMLP) has been a focus for long-term investors, particularly those interested in midstream companies [1] - The investment strategy emphasizes undervalued growth stocks and high-quality dividend growers, highlighting the importance of sustained profitability over mere valuation [1] - The investor's background in various disciplines enhances both quantitative analysis and market narrative interpretation, contributing to a long-term investment perspective [1] Group 2 - The investor aims to manage assets wisely to ensure financial freedom for personal and family needs, rather than seeking to avoid work altogether [1]

Group 1 - The core viewpoint is that Dropbox (NASDAQ: DBX) may be experiencing a structural decline, leading to a previous sell rating [1] - Recent results from Dropbox did not alter the perception of its long-term investment potential [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] Group 2 - The investment approach is based on bottom-up analysis, emphasizing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals and growth potential [1]

Company Overview - BJ's Restaurants Inc is perceived as a casual-dining pizzeria in Southern California, but it is recognized for its pizookies in other regions of the country [1]. Investment Focus - The focus is on identifying long-term investment opportunities within the restaurant, retail, and food manufacturing sectors, with an emphasis on growth opportunities and valuation metrics [1].

When I scan for stocks, one of the first steps I take is to look at their charts. I want to see relative strength and a healthy uptrend. The Fidelity High Dividend ETF (NYSEARCA: FDVV ) certainly ticked that box.My approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer a ...

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing the long-term earnings potential of companies [1] - The majority of recommendations will be holds, indicating a cautious approach to market conditions and a belief that only a small fraction of companies are suitable for purchase at any given time [1] Group 2 - The articles aim to provide valuable information for future investors while maintaining a healthy skepticism towards a generally bullish market [1]

I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, I think everybody knows the market is forward looking, but few truly understand what t ...

Core Insights - Coterra Energy reported $329 million in free cash flow despite a decline in crude and natural gas prices during the quarter [1] Financial Performance - The free cash flow of $329 million represents a decrease from a strong performance in Q1 [1]

Core Insights - The market is currently undervaluing certain growth stocks, particularly MercadoLibre, which has shown impressive earnings growth despite limited recognition among investors [1][2][9] Company Overview - MercadoLibre is a leading e-commerce platform in Latin America, primarily operating in Brazil, Mexico, and Argentina, and is often compared to Amazon due to its comprehensive business ecosystem [4][5] - The company reported a revenue of approximately $6.8 billion for the last quarter, reflecting a 34% year-over-year increase, driven by a 21% rise in merchandise sales and a 39% increase in payment transactions [6][11] Financial Performance - Analysts expect MercadoLibre to maintain comparable revenue growth through at least 2027, with earnings projected to rise from $37.69 per share to $95.20 over the next three years [7] - The company's net income for the last quarter was $10.31 per share, falling short of analysts' expectations of $11.93 due to rising costs, particularly from free shipping initiatives [11][20] Market Position and Growth Potential - Latin America is experiencing a digital transformation similar to North America two decades ago, with increasing smartphone penetration and broadband connectivity, which positions MercadoLibre favorably for future growth [14][16] - The e-commerce market in Latin America is projected to grow at a rate of 19% annually through 2027, providing significant opportunities for MercadoLibre to capture market share [18][19] Strategic Decisions - The company's decision to lower the minimum order threshold for free shipping is seen as a long-term investment in customer engagement, despite short-term profit margin pressures [12][21] - The current stock price reflects market skepticism regarding these strategic investments, creating potential opportunities for long-term investors [20][21]

Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold indefinitely [1] - The portfolio management approach is concentrated, emphasizing the avoidance of underperforming stocks while maximizing exposure to high-potential winners [1] - The analyst plans to publish articles about selected companies approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]