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Meritage Homes Corporation: Demand Is Still The Problem
Seeking Alpha· 2026-02-11 10:24
Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor are there plans to initiate such positions in the next 72 hours [2] - The article reflects the author's personal opinions and is not compensated beyond contributions to Seeking Alpha [2] - Seeking Alpha does not provide recommendations or advice regarding the suitability of investments for particular investors [3]
Conagra Brands: Positive Demand Signs, But More Proof Is Needed (NYSE:CAG)
Seeking Alpha· 2026-01-21 17:12
Group 1 - Conagra Brands, Inc. (CAG) previously had a hold rating due to concerns over margins affected by inflation and tariffs, but there are early signs of stabilization in the business [1] - The individual investor managing their own capital has a diverse investing background, utilizing fundamental, technical, and momentum investing strategies to enhance their investment process [1] Group 2 - No stock, option, or similar derivative positions are held in any of the companies mentioned, and there are no plans to initiate such positions in the near future [2] - The article expresses personal opinions and is not compensated beyond the platform used for publication [2]
Helios Technologies: The Cycle Has Finally Turned
Seeking Alpha· 2026-01-21 15:51
Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There are no disclosed stock, option, or derivative positions in any mentioned companies, nor plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha does not provide investment recommendations or advice, and the views expressed may not represent the platform as a whole [3]
Planet Labs: Growth And Profit Inflection Is Real
Seeking Alpha· 2026-01-14 11:30
Core Viewpoint - Planet Labs is expected to experience accelerated revenue growth supported by strong secular tailwinds, indicating a positive outlook for the company's long-term growth potential [1]. Company Analysis - The company has previously received a buy rating based on anticipated revenue growth [1]. - The investment strategy employed by the author includes a mix of fundamental, technical, and momentum investing approaches, suggesting a comprehensive analysis of the company's performance [1]. Industry Context - The article highlights the importance of connecting with like-minded investors and tracking investment ideas, which reflects a broader trend in the investment community towards collaborative analysis and shared insights [1].
Lumexa Imaging: Resilient Demand With Compounding Scale Moat
Seeking Alpha· 2026-01-10 17:33
Core Viewpoint - The article discusses the author's investment philosophy, which incorporates various strategies including fundamental, technical, and momentum investing, aimed at enhancing the investment process [1]. Group 1 - The author emphasizes a diversified investment approach, leveraging the strengths of fundamental, technical, and momentum investing [1]. - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1].
IMAX Corporation Stock: Strong Network Effect And Visible Growth Ahead (NYSE:IMAX)
Seeking Alpha· 2026-01-09 03:26
Core Viewpoint - The article discusses the author's investment philosophy, which incorporates various strategies including fundamental, technical, and momentum investing, aimed at enhancing the investment process [1]. Group 1 - The author emphasizes a diversified investment approach, utilizing the strengths of fundamental, technical, and momentum investing [1]. - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1].
Braze: Continue To Stay Bullish As The Revenue Growth Outlook Gets Better
Seeking Alpha· 2025-12-25 13:10
Core Viewpoint - Braze Inc. (BRZE) is expected to continue growing revenue at a rate of 20% due to solid execution and operational performance [1] Company Analysis - The company has demonstrated strong revenue growth potential, with a consistent execution strategy that supports its growth forecast [1] - The investment approach taken by the author includes fundamental, technical, and momentum investing, indicating a comprehensive analysis of the company's performance [1] Industry Context - The article reflects a broader trend in the investment community where individual investors are increasingly focusing on managing their own capital and utilizing various investment strategies [1]
Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy
Seeking Alpha· 2025-12-19 08:07
Group 1 - The article discusses Oddity Tech (ODD) and highlights a strong growth potential supported by a significant competitive advantage and an expanding international presence [1] - The author previously assigned a buy rating to ODD, indicating confidence in the company's future performance [1] - The author emphasizes a diverse investment strategy that incorporates fundamental, technical, and momentum investing approaches to enhance investment decision-making [1] Group 2 - The article serves as a platform for tracking investment ideas and connecting with like-minded investors [1]
Academy Sports & Outdoors: Upgrade To Buy On Better Fundamental Outlook
Seeking Alpha· 2025-12-11 14:10
Core Viewpoint - The article discusses the author's investment philosophy, which incorporates various strategies including fundamental, technical, and momentum investing, emphasizing the importance of a diversified approach to capital management [1]. Group 1: Investment Philosophy - The author believes in the merits of different investment approaches, such as fundamental investing, technical investing, and momentum investing [1]. - The investment process has been refined over the years by leveraging the positive aspects of each approach [1]. Group 2: Purpose of Writing - The article serves as a platform for tracking the performance of the author's investment ideas and connecting with like-minded investors [1].
Vestis Corp.: Revenue Growth Needs To Recover First
Seeking Alpha· 2025-12-10 09:28
Core Viewpoint - Vestis Corp. (VSTS) continues to hold a "hold" rating due to a lack of immediate turnaround signs in its performance [1] Group 1: Company Analysis - The analyst previously assigned a "hold" rating to Vestis Corp. as there were no tangible signs of improvement [1] - The investment strategy employed by the analyst includes fundamental, technical, and momentum investing approaches, indicating a comprehensive analysis of the company's performance [1] Group 2: Investor Perspective - The individual investor focuses on managing personal capital accumulated over the years, suggesting a long-term investment approach [1] - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors, highlighting the importance of community in investment strategies [1]