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Taiwan Semiconductor: Soaring To New All-Time Highs
Seeking Alpha· 2026-01-15 17:39
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 ...
Canadian Natural Resources: Ignore The Fear, It's A Strong Buy
Seeking Alpha· 2026-01-14 17:11
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 ...
Capital Southwest: Buy This Huge 11% Yield (NASDAQ:CSWC)
Seeking Alpha· 2026-01-13 17:08
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 !Capital Southwest ( CSWC ) is a quality business development company, or BDC, that has a very stable book value, which differentiates it from many other business development companies, and which makes the company a low-risk pick. AtJ ...
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]
2026 Market Outlook: Solid Upside Ahead
Seeking Alpha· 2025-12-23 14:00
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 !While there are uncertainties and risks for the market in the upcoming year, there are also growth drivers, and there's potential for positive surprises. In this article, I'll lay out the risks and opportunities for the broad market ...
PDI: This 15% Yield Is Finally A Buy
Seeking Alpha· 2025-11-22 13:06
Core Insights - 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] Company Overview - PIMCO Dynamic Income Fund (PDI) is a mutual fund known for offering a relatively high income yield, which has recently increased following a considerable share price pullback over the last couple of weeks [1] Analyst Background - Jonathan Weber, an engineer by training, has been active in the stock market and as a freelance analyst for many years, focusing primarily on value and income stocks while occasionally covering growth [1]
BXSL: Huge 12% Yield At A Bargain Valuation
Seeking Alpha· 2025-11-14 22:28
Group 1 - The focus of Cash Flow Club is on businesses with strong cash generation, ideally possessing a wide moat and significant durability [1] - The investment strategy emphasizes buying companies at the right time to maximize rewards [1] - The community offers access to a leader's personal income portfolio targeting yields of 6% or more, along with features like community chat and a "Best Opportunities" List [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and freelance analysis since 2014, primarily focusing on value and income stocks [1] - The Cash Flow Club covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping [1] - Transparency on performance is a core feature of the Cash Flow Club [1]
BTCI: Bitcoin Exposure, 30% Yield
Seeking Alpha· 2025-10-26 09:12
Group 1 - The focus is 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] - The Cash Flow Club emphasizes access to the leader's personal income portfolio targeting a yield of 6% or more, along with community chat and a "Best Opportunities" List [1] - Coverage includes sectors such as energy midstream, commercial mREITs, BDCs, and shipping, highlighting the importance of transparency on performance [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst for many years, sharing research focused primarily on value and income stocks since 2014 [2]
Thyssenkrupp: Marine Systems IPO Is A Huge Success
Seeking Alpha· 2025-10-22 18:30
Group 1 - The focus is 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] - The Cash Flow Club emphasizes access to the leader's personal income portfolio targeting a yield of 6% or more, along with community chat and a "Best Opportunities" List [1] - Coverage includes sectors such as energy midstream, commercial mREITs, BDCs, and shipping, highlighting the importance of transparency on performance [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst for many years, sharing research focused primarily on value and income stocks since 2014 [2]