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Raymond James: Consider Both Earnings Disappointment And Long-Term Potential
Seeking Alpha· 2025-07-24 07:50
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
AT&T: A Big Beautiful Beneficiary
Seeking Alpha· 2025-07-23 14:46
Group 1 - The core focus of Quad 7 Capital is to provide investment opportunities through their BAD BEAT Investing platform, emphasizing both long and short trades with a proven track record of success [1] - The team consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences, allowing for comprehensive market analysis [1] - Since May 2020, the company has maintained an average position of 95% long and 5% short, showcasing their strategic investment approach [1] Group 2 - BAD BEAT Investing offers various benefits, including weekly well-researched trade ideas, access to multiple chat rooms, and daily summaries of key analyst upgrades and downgrades [2] - The platform also provides educational resources for learning basic options trading and extensive trading tools to enhance investor proficiency [2] - The goal of BAD BEAT Investing is to save time for investors by delivering high-quality research with clear entry and exit targets [1][2]
活动邀请 | 晨星投资洞察分享会:北上互认基金的数据解码与研究实践
Morningstar晨星· 2025-07-23 09:59
晨星投资洞察分享会 聚焦全球投资趋势与多元资产配置,通过"数据+工具+研究"三维赋能,分 享市场洞察、研究成果和解决方案,助力金融机构搭建科学投研体系,提升服务效能。 投资策略与风格多样,评价标准难统一 Morningstar, Inc.是全球目前最主要的投资研究机构之一,业务遍及北美、欧洲、澳洲及亚洲,为个人投资者、投资顾 问、基金管理公司、退休计划发起机构及私募领域的机构投资者等专业人士提供财经资讯、基金、股票的分析及评级, 并致力于发展具实用性、操作简易及功能显著的分析应用软件工具及服务等。晨星资讯(深圳)有限公司是由美国 Morningstar, Inc.(纳斯达克上市公司,代码MORN)于2003年2月通过晨星(亚洲)有限公司在深圳投资成立的港资 独资企业。Morningstar, Inc. 及其子公司提供有关各种投资产品的数据和研究报告,包括管理投资产品,上市公司,私 人资本市场和即时全球市场数据。Morningstar, Inc. 及其子公司亦有提供投资管理及顾问服务,截⾄2024年12月31 日,晨星所管理及给予投资建议的资产约为3380亿美元;Morningstar, Inc. 及其子公司在 ...
TFLR: More History Improves Rating On This Floating-Rate ETF, Now A Buy
Seeking Alpha· 2025-07-21 13:18
With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...
X @Bloomberg
Bloomberg· 2025-07-21 03:54
Sell-side analysts appear to have emerged as a more valuable resource for investors in India than in any other major market. To some observers, structural idiosyncrasies in the nation’s $5.4 trillion stock market are giving skilled stock-pickers an edge https://t.co/pJhqLYXPx7 ...
U.S. IPO Weekly Recap: Mining Companies Lead The Calendar As More Sizable IPOs Submit Initial Filings
Seeking Alpha· 2025-07-19 05:30
Group 1 - Renaissance Capital offers pre-IPO research services to institutional investors and investment banks [1] - The firm manages two IPO-focused funds: Renaissance IPO ETF (NYSE: IPO) and Renaissance International IPO ETF (NYSE: IPOS) [1] - Individual investors can access a free overview of the IPO market on Renaissance Capital's website [1] Group 2 - The pre-IPO research service provides independent opinions, in-depth fundamental analysis, and customizable financial models on all IPOs [1]
Value Line, Inc. Declares a Quarterly Cash Dividend of $0.325 Per Common Share
Globenewswire· 2025-07-18 19:05
Company Overview - Value Line, Inc. is a leading provider of investment research, known for its widely used Value Line Investment Survey, which offers independent equity research [2][3] - The company publishes proprietary investment research in both print and digital formats, catering to individual and institutional investors [2][11] Recent Financial Announcement - On July 18, 2025, Value Line's Board of Directors declared a quarterly cash dividend of $0.325 per common share, payable on August 11, 2025, to stockholders of record on July 28, 2025 [1] Investment Research Services - Value Line offers a variety of specialized investment research services, including: - Value Line Select, which recommends one exceptional stock each month with superior profit potential [2] - The Value Line Special Situations Service, focusing on small and mid-cap stocks with high return potential [3] - Value Line Select ETFs, identifying one ETF each month expected to outperform the market [3] - Value Line Select: Dividend Income & Growth, recommending two stocks expected to provide above-average current income and long-term dividend growth [4] - The Value Line M&A Service, highlighting one company each month that may be acquired at a premium [5] - The Value Line Climate Change Investing Service, targeting investments related to climate change [6] Comprehensive Research Tools - Value Line provides extensive research tools, including: - The Value Line Research Center, an online system for structuring diversified portfolios [10] - The Value Line Investment Analyzer, covering approximately 6,000 equities [10] - Various digital services that provide in-depth analysis on large, mid, and small-cap stocks, covering about 90% of the U.S. stock market [9][10]
GGN: Gold Miners Covered Call Fund, 8% Distribution
Seeking Alpha· 2025-07-18 13:30
With an inflation picture that is worrisome and the potential for a stagflationary environment, we have been reviewing a number of funds that traditionally offered a hedge to such a macro set-up. Namely, we have written research pieces onWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annu ...
活动邀请 | 晨星投资洞察分享会:北上互认基金的数据解码与研究实践
Morningstar晨星· 2025-07-16 09:44
晨星投资洞察分享会 聚焦全球投资趋势与多元资产配置,通过"数据+工具+研究"三维赋能,分 享市场洞察、研究成果和解决方案,助力金融机构搭建科学投研体系,提升服务效能。 2025 年以来,随着客地销售⽐例限制放宽⾄ 80% ,叠加内地投资者跨境资产配置需求的持续升 温,北上互认基金规模增⻓迅猛。 但跨境基金面临三大业务难题: 本期分享会将聚焦北上互认基金,帮助基金销售机构 更好地理解跨境基金产品,提升研究选品和 服务能力。 关于晨星 Morningstar, Inc.是全球目前最主要的投资研究机构之一,业务遍及北美、欧洲、澳洲及亚洲,为个人投资者、投资顾 问、基金管理公司、退休计划发起机构及私募领域的机构投资者等专业人士提供财经资讯、基金、股票的分析及评级, 并致力于发展具实用性、操作简易及功能显著的分析应用软件工具及服务等。晨星资讯(深圳)有限公司是由美国 Morningstar, Inc.(纳斯达克上市公司,代码MORN)于2003年2月通过晨星(亚洲)有限公司在深圳投资成立的港资 独资企业。Morningstar, Inc. 及其子公司提供有关各种投资产品的数据和研究报告,包括管理投资产品,上市公司,私 ...
活动邀请 | 晨星投顾研讨会:全账户视角的持仓诊断与配置优化
Morningstar晨星· 2025-07-16 09:44
Core Insights - The article emphasizes the importance of personalized investment advisory services to meet the diverse needs of clients, particularly in the context of market volatility [1] - It highlights the challenges faced in account management, including difficulties in account integration and reliance on manual data entry [2] - The need for more sophisticated risk diagnosis methods is discussed, as current approaches are often limited to simple assessments and single asset analysis [3] - The transition from diagnostic results to actionable asset allocation strategies is noted as unclear, making it difficult to implement effective solutions at the account level [4] Group 1 - The Morningstar seminar aims to address the challenges in investment advisory by providing a comprehensive view of portfolio diagnostics and optimization [5] - Future themes of the seminar include refined risk identification and matching, personalized asset allocation strategies, and practical implementation of customized portfolios [5] Group 2 - Morningstar, Inc. is recognized as a leading global investment research firm, providing analysis and ratings for various investment products and services [7] - As of December 31, 2024, Morningstar manages and advises on assets totaling approximately $338 billion across 33 global markets [7]