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Dominion Energy: Strong Buy On Data Center Demand And Regulatory Tailwinds
Seeking Alpha· 2025-06-17 09:57
Group 1 - Dominion Energy, Inc. is initiated with a Strong Buy rating and a price target of $89, providing regulated electric and natural gas service to over 6 million customers in the Mid-Atlantic and Southeast regions [1] - Moretus Research focuses on identifying companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, applying a structured and repeatable framework [1] - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] Group 2 - Valuation methods used by Moretus Research are based on pragmatic, sector-relevant multiples tailored to each company's business model and capital structure [1] - The research coverage tends to favor underappreciated companies undergoing structural change or temporary dislocation, where dispassionate analysis can lead to asymmetric returns [1] - Moretus Research aims to raise the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Mercury General: Rebuilding Its Capital Quickly After LA Wildfires
Seeking Alpha· 2025-05-15 02:11
Group 1 - The core business of Mercury General (NYSE: MCY) continues to generate underwriting profits, supported by regulatory tailwinds leading to double-digit rate increases [1] - The company has successfully rebuilt its operations, indicating a strong recovery and growth potential [1] Group 2 - Henriot Capital operates on a quant-driven investment model, emphasizing simplicity and common sense in its approach to building a hedge fund [1] - The investment strategy prioritizes data-driven decisions, minimizing human bias in stock selection [1]