I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is bei ...

Core Insights - The U.S. dollar experienced a 10% decline last year, while inflation averaged around 3%, exceeding the Federal Reserve's target of 2% [1] Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For investors willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term bull market [1] - Large oil and gas companies that offer strong dividend income and growth are suggested for dividend income, reflecting the author's background in the oil and gas industry [1] - A top-down capital allocation approach is advised, tailored to individual investor circumstances such as age, risk tolerance, income, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start 2026, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential ...

Core Insights - Cactus has successfully acquired a majority stake in Baker Hughes' surface pressure control (SPC) business, enhancing its position in the oil and gas industry [1][2] - The acquisition results in Cactus holding 65% equity in the SPC joint venture, with Baker Hughes retaining a 35% stake [2] - The deal, valued at $344.5 million in cash proceeds, is expected to strengthen Cactus' balance sheet and improve its liquidity [2] Company Strategy - Cactus views the acquisition as transformational, diversifying its geographic footprint and providing access to new growth markets [3] - The SPC joint venture will operate independently from Cactus' existing businesses, allowing Baker Hughes to focus on higher-return ventures [4] - Baker Hughes emphasizes that this transaction aligns with its value creation strategy and disciplined portfolio management [3][4] Market Position - The SPC joint venture aims to enhance its presence in international markets for surface wellhead and production tree systems [4] - The partnership is expected to improve earnings and cash flow resilience for Baker Hughes [4] - Cactus' CEO expressed optimism about the long-term value this acquisition will bring to shareholders [3]

Core Viewpoint - Baker Hughes has successfully closed the sale of its Precision Sensors & Instrumentation product line to Crane Company, generating cash proceeds of $1.15 billion, which will strengthen its balance sheet and liquidity [1][2]. Group 1: Transaction Details - The sale includes the Druck, Panametrics, and Reuter-Stokes brands, and was initially announced in July 2025 [1]. - The transaction is part of Baker Hughes' strategy to enhance earnings and cash flow durability while enabling capital redeployment towards higher-return opportunities [2]. Group 2: Strategic Implications - The formation of a joint venture for the surface pressure control product line, alongside the recent sale, marks a significant milestone in Baker Hughes' value-creation strategy [2]. - The company emphasizes disciplined portfolio management, operational execution, and capital efficiency as key components of its approach to capital allocation [2].

Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, indicating that this sector is in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend yields and growth [1] Investment Strategy - The recommended investment strategy includes a top-down capital allocation approach tailored to individual investor circumstances such as age, risk tolerance, income, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, ...

Core Viewpoint - Carrier Global Corporation has entered into a definitive agreement to sell its Riello business to Ariston Group, reflecting its focus on differentiated climate and energy solutions [1][2]. Group 1: Transaction Details - The sale of the Riello business is expected to generate gross proceeds of approximately $430 million, which will be used for general corporate purposes, including share repurchases [2]. - The transaction is anticipated to close in the first half of 2026, pending customary closing conditions such as regulatory approvals [3]. Group 2: Company Profiles - Carrier Global Corporation is a leader in intelligent climate and energy solutions, committed to innovations that enhance comfort, safety, and sustainability [4]. - Ariston Group, a global leader in sustainable climate and water comfort, reported revenues of €2.6 billion in 2024 and operates in 40 countries with over 10,000 employees [6].

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