Consumer Discretionary/Staples

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Natural Resource Partners: 'Fortress' Balance Sheet And Double-Digit Yields Expected Next Year
Seeking Alpha· 2025-08-22 03:22
Core Insights - The author has over 10 years of experience researching companies across various sectors, including commodities and technology, which provides valuable insights for readers [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The preferred sectors for coverage include metals and mining, along with comfort in consumer discretionary/staples, REITs, and utilities [1]
SSR Mining: Sitting On A Gold Mine
Seeking Alpha· 2025-07-30 12:08
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Amcor: Berry Global Acquisition To More Than Double Cash Flows, Stock Near All-Time Lows
Seeking Alpha· 2025-06-21 04:58
Group 1 - Amcor is facing challenges in the post-pandemic environment but may have a renewed opportunity for growth following the acquisition of Berry Global [1] - The stock price of Amcor is currently trading below pre-pandemic levels, indicating potential undervaluation [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The focus of the analyst's research has included over 1000 companies, which may provide valuable insights for investment considerations [1]