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Alibaba: The Biggest Chinese Bargain
Seeking Alpha· 2025-08-29 16:37
One of my longest-held investments, Alibaba, has just reported its Q2 earnings , and there was a lot to digest. Since I first started to buy the company’s stock in the $70s, the market has certainly pickedAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything th ...
Nvidia: Priced For Perfection And Still Delivering
Seeking Alpha· 2025-08-28 16:21
Nvidia Corporation (NASDAQ: NVDA ) has just released its quarterly earnings , and boy, there was a lot to digest. The company has again surpassed analyst expectations on the back of a sustained and increasingAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything ...
Cutting Its Dividend Was The Right Choice For Dow Chemical
Seeking Alpha· 2025-08-28 12:10
Group 1 - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but now shows potential for substantial returns [1] - The investment strategy emphasizes long-term value investing while also considering deal arbitrage opportunities in various mergers and acquisitions [1] Group 2 - There is a clear preference for businesses that are understandable, avoiding high-tech and certain consumer goods sectors like fashion [1] - The article expresses skepticism towards investing in cryptocurrencies, indicating a preference for traditional investment avenues [1] - The aim is to connect with like-minded investors through Seeking Alpha, sharing insights and building a collaborative community focused on informed decision-making [1]
Realty Income: The Rate Cut Catalyst
Seeking Alpha· 2025-08-27 10:39
Since my last analysis on Realty Income , the company's stock has not really moved despite a relatively positive earnings result . I want to take another deep dive into the company to graspAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unlo ...
Walmart: Currently More Expensive Than Amazon
Seeking Alpha· 2025-08-22 16:54
Group 1 - Walmart Inc. has established itself as a leading player in the American grocery sector with a vast network of hypermarkets and grocery stores across the U.S. [1] - The company has a strong foundation in finance and business, focusing on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows [1] - There is a particular interest in sectors such as Oil & Gas and consumer goods, especially those that are undervalued for unjustified reasons, which could offer substantial returns [1] Group 2 - The analysis emphasizes long-term value investing while also exploring potential deal arbitrage opportunities in various sectors [1] - The company tends to avoid investments in high-tech or certain consumer goods sectors, preferring more traditional products [1] - There is skepticism towards investing in cryptocurrencies, indicating a preference for more established investment avenues [1]
My Top 3 MLPs To Invest In
Seeking Alpha· 2025-08-22 16:17
Readers of mine know how much I like midstream companies and, more particularly, Master Limited Partnerships in the space. I have done many articles covering the industry, and I want to go through my top three picks thatAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basical ...
UnitedHealth: One Of The Best Risk-To-Reward Ratio On The Market
Seeking Alpha· 2025-08-21 13:00
As a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified reasons that could offer substantial returns. Energy Transfer is one of those companies that I came across when no one wanted to touch it and now I can't resolve myself ...
It's Time To Be All-In On Novo Nordisk
Seeking Alpha· 2025-08-14 14:50
Novo Nordisk A/S (NYSE: NVO )has come to the attention of many investors due to the significant decline in stock price, stemming from the company's elevated yet complex growth trajectory, while having some of the strongest brand recognition Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compe ...
Civitas: New Management Will Unlock Value For Patient Shareholders
Seeking Alpha· 2025-08-11 22:13
Group 1 - Civitas Resources, Inc. (NYSE: CIVI) has shown a significant stock advancement with a total return of 15.72% since the last analysis during the Trump administration tariffs [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but is now considered valuable, indicating a shift in investor sentiment [1] Group 2 - The analysis emphasizes long-term value investing while also exploring potential deal arbitrage opportunities in various sectors [1] - There is a clear preference for businesses that are understandable, avoiding high-tech and certain consumer goods sectors like fashion [1] - The article aims to connect with like-minded investors through Seeking Alpha, fostering a community focused on superior returns and informed decision-making [1]
We Need To See Profitability Improvements For Plains All American (Earnings Review)
Seeking Alpha· 2025-08-11 20:19
After reviewing Plains All American Pipeline, L.P. (PAA, PAGP) a couple of months ago, I want to explore the most well-known part of the entity: the MLP, which many income-focused investors know and love. After itsAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, an ...