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Alliant Energy Stock: Navigating The Data Center Boom At A Full Valuation (NASDAQ:LNT)
Seeking Alpha· 2025-09-13 06:37
Group 1 - The company is currently priced correctly for its expansion plan and EPS CAGR, leading to a recommendation of Hold with a potential upside of 3.5% and a forward yield of 3.3% [1] Group 2 - The analyst has a background in accounting and focuses on equity research through a combination of CFA studies and valuation books, emphasizing fundamental analysis while considering other perspectives [2] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [2] - The goal is to provide data-driven analysis to assist readers in making informed investment decisions with a mid-term return perspective of 1 to 3 years [2]
Idacorp: Powering Idaho's Unprecedented Economic Expansion
Seeking Alpha· 2025-09-07 06:49
Group 1 - The company is characterized as having a low beta with high-growth potential and offers a 3% dividend yield, making it a favorite within the energy sector [1] - Although short-term appreciation may be limited due to a recent rally, the company is expected to perform well in the long term [1] - The analyst's investment research focuses on equities across the Americas, particularly in sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials [1] Group 2 - The analyst employs a bottom-up approach to investment research, emphasizing discounted cash flow models, multiples, and dividends while considering broader market conditions [1] - The target investment horizon is primarily mid-term, ranging from 1 to 3 years [1]
Global Water Resources: A Growth Company Disguised As A Utility
Seeking Alpha· 2025-07-19 04:49
Group 1 - Global Water Resources (NASDAQ: GWRS) operates as a utility with a P/E ratio of 55x, indicating a high valuation relative to earnings [1] - The company is the only TWM pure-play in Arizona, suggesting a unique market position [1] - There is an expected upside potential of 33% for the company, driven by anticipated intensification in the sector [1]
From Cyclical Volatility To Strategic Resilience: Why AdvanSix Deserves A Second Look
Seeking Alpha· 2025-07-07 08:03
Group 1 - AdvanSix Inc. (NYSE: ASIX) is trading at low multiples due to the cyclical nature of its revenue and the industry it operates in, which is considered one of the worst in US markets [1] - The market is believed to be mispricing AdvanSix, indicating potential undervaluation [1] Group 2 - The analysis is grounded in a mix of financial education, including CFA studies and valuation books, focusing on fundamental analysis while considering other relevant perspectives [1] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [1] - The focus is on stocks with a mid-term return perspective, specifically within a 1 to 3-year timeframe [1]