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Invesco Nasdaq 100 ETF: A Better Buy Than QQQ
Seeking Alpha· 2025-08-18 07:17
Group 1 - TQP Research is led by a Certified Public Accountant (CPA) with experience in structured finance and banking [1] - The firm adopts a value-oriented investment approach, focusing on businesses that align with long-term success criteria established by notable investors like Warren Buffett and Charlie Munger [1] - Investment topics include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1] Group 2 - TQP Research actively engages with the community and encourages questions and ideas from members [1]
Lululemon: The Situation Is Better Than You Think
Seeking Alpha· 2025-08-13 11:26
Group 1 - The SPDR S&P Retail ETF (XRT) has returned 60% over the last five years, while lululemon (NASDAQ: LULU) has seen a decline of over 42% during the same period [1] - TQP Research focuses on a value-oriented investment approach, identifying businesses that align with long-term success criteria established by renowned investors [1] - The investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]
ON Holding Q2 Earnings Preview: Time To Walk Away
Seeking Alpha· 2025-08-08 15:27
It’s earnings season, and On Holding AG (NYSE: ONON ) reports its second quarter results pre-market on August 12 th . ON is up approximately 150% since the low in 2022 compared with theTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success taught by Warren Buffett, Charlie Munger, and Walter Schloss, to name a ...
Hingham Institution for Savings: The Only Bank Stock You Need To Own
Seeking Alpha· 2025-07-19 06:22
Group 1 - Hingham Institution for Savings (NASDAQ: HIFS) has a notable history and has provided investors with a compound annual growth rate since the leadership transition to the Gaughen family in 1993 [1] - TQP Research employs a value-oriented investment strategy, focusing on identifying businesses that align with long-term success principles taught by renowned investors such as Warren Buffett and Charlie Munger [1] - The investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]
BlackRock: Well Positioned For Outperformance
Seeking Alpha· 2025-07-17 00:59
Blackrock's (NYSE: BLK ) Q2 2025 earnings came out on July 15th. Despite an earnings miss, the business reported strong revenue and EPS growth and expects to be up double digits for the full year. 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 compensation for it (other than from Seeking Alph ...
What Next For Liquidia After Launch?
Seeking Alpha· 2025-06-30 14:40
Group 1 - The article emphasizes value-oriented investment ideas, particularly in mid/small cap stocks, and highlights the importance of identifying orphaned and unfashionable investment opportunities with potential catalysts for asymmetric upside/downside payoffs [1] - There is a noted shift towards being influenced more by momentum and quality in investment decisions compared to previous approaches [1] Group 2 - The author has a beneficial long position in LQDA shares, indicating a personal investment interest in the company [2] - The information presented is based on sources believed to be reliable, but it has not been independently verified, suggesting a need for caution in interpreting the data [3]
MasterBrand: Leader In Residential Cabinet Business, Trading At Deep Discount
Seeking Alpha· 2025-06-02 14:00
Group 1 - MasterBrand's stock price has decreased by over 36% due to a combination of factors, including a historically weak housing environment [1] - The company is facing challenges following its acquisition of Supreme Cabinetry Brands [1] Group 2 - Spencer Chrisman, a Certified Public Accountant, follows a value-oriented investment approach focusing on long-term success criteria [1] - Chrisman is concentrating on micro-cap and small-cap investment opportunities across various sectors [1] - He has recently begun writing for Seeking Alpha and plans to create an investment series on a $1M portfolio of dividend stocks [1]
Apple: Desperately Looking For A Narrative (Underweight)
Seeking Alpha· 2025-05-06 17:36
Group 1 - The article emphasizes the importance of a strong academic finance background and professional experience in consulting and auditing for effective analysis in the finance sector [1] - The author highlights a value-oriented approach to investment analysis, suggesting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing [1] - The article notes that rating systems may not adequately reflect different time horizons or investment strategies, and thus the written analysis and data are prioritized over simple ratings [1] Group 2 - The article discloses a beneficial long position in AAPL shares, indicating a personal investment interest that may influence the analysis presented [2] - It clarifies that the opinions expressed are solely those of the author and not influenced by any compensation from companies mentioned, ensuring transparency in the analysis [2] - The article also states that past performance does not guarantee future results, which is a common disclaimer in investment analysis [3]