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Palantir Blows Away Estimates, Shares Soar
Seeking Alpha· 2026-02-02 23:00
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and inco ...
UnitedHealth: Outlook Makes Shares Plunge
Seeking Alpha· 2026-01-27 15:19
Group 1 - The focus of Cash Flow Club is on businesses with strong cash generation, ideally possessing a wide moat and significant durability, which can lead to high rewards when bought at the right time [1] - Jonathan Weber, an engineer and freelance analyst, has been active in the stock market since 2014, primarily focusing on value and income stocks while occasionally covering growth [1] - The Cash Flow Club offers features such as access to a leader's personal income portfolio targeting yields of 6% or more, community chat, a "Best Opportunities" List, and coverage of sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]
AT&T: High Yield, Your Chance To Buy (NYSE:T)
Seeking Alpha· 2026-01-21 23:28
Group 1 - AT&T (T) has experienced a decline in its share price recently, making its stock more affordable [1] - The company's dividend yield has increased and is now considered attractive again [1] - Cash Flow Club focuses on businesses with strong cash generation and aims to identify investment opportunities when companies are bought at the right time [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and has contributed research on Seeking Alpha since 2014 [1] - The Cash Flow Club emphasizes transparency on performance and provides access to a leader's personal income portfolio targeting yields of 6% or more [1] - The community covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping [1]
Rio Tinto: Up A Lot, Still A Good Outlook (NYSE:RIO)
Seeking Alpha· 2026-01-16 22:00
Group 1 - Rio Tinto Group (RIO) is one of the largest mining companies globally, benefiting from increasing demand for various commodities [1] - The company's shares have performed well over the past year but are not considered expensive [1] - The focus of Cash Flow Club is on businesses with strong cash generation, ideally with a wide moat and significant durability [1] Group 2 - Jonathan Weber, an analyst with an engineering degree, has been active in the stock market and has contributed research on Seeking Alpha since 2014 [1] - The Cash Flow Club emphasizes company cash flows and access to capital, targeting a yield of 6% or more [1] - Core features of the Cash Flow Club include community chat, a "Best Opportunities" List, and coverage of various sectors such as energy midstream and commercial mREITs [1]
Rio Tinto: Up A Lot, Still A Good Outlook
Seeking Alpha· 2026-01-16 22:00
Group 1 - Cash Flow Club focuses on businesses with strong cash generation, ideally with a wide moat and significant durability, which can be highly rewarding when bought at the right time [1] - Rio Tinto Group (RIO) is one of the largest mining companies globally, benefiting from growing demand for various commodities [1] - Shares of Rio Tinto have performed well over the last year but are not considered expensive [1] Group 2 - Jonathan Weber, an analyst with an engineering degree, has been active in the stock market and has shared research on Seeking Alpha since 2014, focusing primarily on value and income stocks [1] - The Cash Flow Club, co-founded by Jonathan Weber and Darren McCammon, emphasizes company cash flows and access to capital, offering features like a personal income portfolio targeting 6%+ yield and a "Best Opportunities" List [1]
Taiwan Semiconductor: Soaring To New All-Time Highs
Seeking Alpha· 2026-01-15 17:39
Group 1 - The focus of Cash Flow Club is on businesses with strong cash generation, ideally those with a wide moat and significant durability, which can lead to high rewards when bought at the right time [1] - Jonathan Weber, an engineer and freelance analyst, has been active in the stock market and sharing research on Seeking Alpha since 2014, primarily focusing on value and income stocks while occasionally covering growth [1] - The Cash Flow Club offers features such as access to a leader's personal income portfolio targeting a yield of over 6%, community chat, a "Best Opportunities" List, and coverage of sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]
Canadian Natural Resources: Ignore The Fear, It's A Strong Buy
Seeking Alpha· 2026-01-14 17:11
Group 1 - The focus of Cash Flow Club is on businesses with strong cash generation, ideally those with a wide moat and significant durability, which can lead to high rewards when bought at the right time [1] - Jonathan Weber, an engineer and freelance analyst, has been active in the stock market and has been sharing research on Seeking Alpha since 2014, primarily focusing on value and income stocks, while occasionally covering growth [1] - The Cash Flow Club offers features such as access to the leader's personal income portfolio targeting a yield of over 6%, community chat, a "Best Opportunities" List, and coverage of sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]
Capital Southwest: Buy This Huge 11% Yield (NASDAQ:CSWC)
Seeking Alpha· 2026-01-13 17:08
Group 1 - The article emphasizes the importance of investing in businesses with strong cash generation, a wide moat, and significant durability for high rewards when bought at the right time [1] - Capital Southwest (CSWC) is highlighted as a quality business development company (BDC) with a stable book value, distinguishing it from many other BDCs and making it a low-risk investment choice [1] - The Cash Flow Club, where the analysis is published, focuses on company cash flows and access to capital, providing features like a personal income portfolio targeting 6%+ yield and coverage of various sectors including energy midstream and commercial mREITs [1]
Jack Henry & Associates: Reliable Compounder, Solid Outlook
Seeking Alpha· 2026-01-09 00:04
Group 1 - Cash Flow Club focuses on businesses with strong cash generation, ideally with a wide moat and significant durability, which can be highly rewarding when bought at the right time [1] - Jack Henry & Associates, Inc. (JKHY) is identified as a quality growth company that has seen its shares rise in recent months, although it is not considered a bargain at the moment [1] - The longer-term outlook for Jack Henry & Associates remains positive, indicating potential for future growth [1] Group 2 - Jonathan Weber, an analyst with an engineering degree, has been active in the stock market and has been sharing research on Seeking Alpha since 2014, focusing primarily on value and income stocks [1] - The Cash Flow Club offers features such as access to a leader's personal income portfolio targeting a 6%+ yield, community chat, a "Best Opportunities" List, and coverage of various sectors including energy midstream and commercial mREITs [1]
Where To Find Outperformance In 2026
Seeking Alpha· 2025-12-29 17:42
Core Insights - The focus is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can yield high rewards when bought at the right time [1] Group 1: Market Outlook - The broad market outlook for 2026 suggests a good chance of solid, though not outstanding, returns [1] Group 2: Analyst Background - Jonathan Weber, an engineer by training, has been active in the stock market and as a freelance analyst since 2014, primarily focusing on value and income stocks while occasionally covering growth [1] - He is a contributing author for Cash Flow Club, which emphasizes company cash flows and access to capital [1] Group 3: Cash Flow Club Features - Core features of Cash Flow Club include access to a leader's personal income portfolio targeting yields of 6% or more, community chat, a "Best Opportunities" List, and coverage of sectors such as energy midstream, commercial mREITs, BDCs, and shipping [1]