Group 1 - The individual has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - Since 2014, the individual has been trading on the Philippine stock market, initially investing in blue-chip companies and later diversifying across various industries and market capitalizations [1] - In 2020, the individual entered the US market after gaining experience through a relative's trading account, leading to the decision to open their own account and write for Seeking Alpha to share knowledge [1] Group 2 - The individual has holdings in US banks, hotels, shipping, and logistics companies, and has been using analyses from Seeking Alpha to compare with their own research in the Philippine market [1]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.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 ...

Core Insights - Hyperscale Data, Inc. announced that its subsidiary Ault Global Real Estate Equities, Inc. completed a financing of $145 million with Goldman Sachs, allowing for the refinancing of Fouquet's New York's senior debt at an attractive leverage level, with potential for significant future cash flow upside [1] Group 1: Company Overview - Hyperscale Data operates through its subsidiary Sentinum, Inc., which owns and operates a data center for mining digital assets and providing colocation and hosting services for AI ecosystems and other industries [3] - The company is also involved in acquiring undervalued businesses and disruptive technologies through its subsidiary Ault Capital Group, Inc. [3] Group 2: Future Plans - Hyperscale Data plans to divest Ault Capital Group by December 31, 2025, transitioning to solely owning and operating data centers for high-performance computing services [4] - The divestiture will involve a voluntary exchange of Series F Preferred Stock for shares of Class A and Class B Common Stock of ACG, allowing stockholders to become ACG shareholders [5]

OceanFirst Financial (OCFC) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.06%. A quarter ago, it was expected that this holding company for OceanFirst Bank would post earnings of $0.35 per share when it actually produced earnings of $0.35, delivering no surprise.Over the last fou ...

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a strategic approach to portfolio diversification [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing market awareness and decision-making [1]

Summit Hotel Properties (NYSE:INN), like most hotel REITs, is operating in a challenging environment of high cost and high competition. Despite trading at a massive discount to net asset value and at only 12X AFFO, I would be hesitant to buy common shares. The F series preferred, however, strikes me as highly opportunistic with 8.4% current yield, 42% upside to par and ample dividend coverage. We see 3 ways for preferred series F investors to win: Continuing as is, just collecting dividends Buyout of INN a ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Hilton Grand Vacations (HGV) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are better than exp ...

Wyndham Hotels & Resorts (WH) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Company ParticipantsMatt Capuzzi - SVP - IRGeoffrey Ballotti - President & CEOMichele Allen - CFO & Head - StrategyDavid Katz - Managing DirectorBrandt Montour - Director - Equity ResearchDany Asad - DirectorLizzie Dove - VP - Equity ResearchMichael Bellisario - Managing DirectorC. Patrick Scholes - Managing Director - Lodging & Leisure Equity ResearchDaniel Politzer - Executive Director, Equity Research - Gaming and LodgingIsaac ...

Wyndham Hotels & Resorts (WH) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0would now like to turn the call over to Mr. Matt Capuzzi, Senior Vice President of Investor Relations. Please go ahead, sir.Speaker1Thank you, operator. Good morning, and thank you for joining us. With me today are Jeff Bellotti, our CEO and Michelle Allen, our CFO and Head of Strategy. Before we get started, I want to remind you that our remarks today will contain forward looking statements. These statements are subject t ...

Investor Presentation July 23, 2025 Hodges Bay Resort and Spa, a Registry Collection Hotel Antigua, West Indies Opened June 2025 WYNDHAY HOTELS & RESORTS Introduction to Wyndham Hotels & Resorts Largest hotel franchisor worldwide(a) Leading brands in the resilient select-service segment Asset-light business model generating significant free cash flow Primarily leisure-focused, "drive to" portfolio of hotels ~8.30000 Hotels ~847,000® Current Rooms /YNDHAM 25 ~90% ~120M Brands Loyalty ~255,000 Rooms in the Pi ...