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Northeast Community Bancorp (NECB): Low Earnings Multiple Makes Up For Deposit Pressures
Seeking Alpha· 2025-10-13 05:25
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Popular: Loan Growth And Share Repurchases To Drive Q3 2025 EPS (NASDAQ:BPOP)
Seeking Alpha· 2025-10-12 07:39
Core Insights - In 2025, Popular (NASDAQ: BPOP) has achieved a total return of approximately 28%, significantly outperforming the iShares U.S. Financials ETF (IYF), which has delivered less than half of that gain [1] Company Performance - Popular's total return of ~28% indicates strong performance in the financial sector, showcasing its competitive edge over the broader financial market represented by the iShares U.S. Financials ETF [1] Investment Strategy - The investment approach discussed includes a focus on fundamental long-term perspectives, with a combination of long stock positions, covered calls, and cash secured puts, reflecting a strategic method to enhance returns [1]
平安证券姜学红:建言完善投顾业务制度框架,呼吁共建良性生态
券商中国· 2025-10-12 02:24
"9·24"启动已有一年,二级市场及监管环境变化正影响券商财富管理的业务模式。 过去一年,A股市场表现亮眼,投资者行为更趋成熟,对财富管理机构的服务能力提出更高要求。传统以销售 为导向的业务模式难以为继,行业价值重心加速向投顾能力与客户陪伴倾斜。 近期,平安证券副总经理姜学红接受券商中国记者专访,分享其对财富管理行业发展的思考。站在"9·24"一周 年的新起点上,他提出政策展望,认为投顾业务在收费标准、服务边界、责任认定等方面还需要更明确的监管 指引,特别是在数字化投顾、AI辅助决策等新兴业务模式上,需要既鼓励创新又防范风险的平衡性政策。同 时,他建议进一步丰富投资工具和产品供给。 从产品导向转向客户需求导向 券商中国记者:传统的"产品配置为核心"财富管理理念在当前是否面临局限性?您如何理解交易弹性与产品配 置之间的平衡? 姜学红: 当前市场环境下,传统的"产品配置为核心"的财富管理理念确实面临挑战,但这更多体现为理念的 升级优化,而非根本性颠覆。 我们需要明确,"交易"和"配置"的本质区别。前者更多希望在单一资产上获取"阿尔法收益",时效性强、专业 要求高;后者则通过多元化资产组合获取"贝塔收益",追求风险 ...
二级市场价格持续下跌,新增一只REITs产品上市:REITs周度观察(20250929-20251010)-20251011
EBSCN· 2025-10-11 11:47
2025 年 10 月 11 日 总量研究 二级市场价格持续下跌,新增一只 REITs 产品上市 ——REITs 周度观察(20250929-20251010) 要点 1、 二级市场 2025 年 9 月 29 日-2025 年 10 月 10 日(以下简称"本期"),我国已上市公 募 REITs 二级市场价格整体呈现持续下跌的态势:加权 REITs 指数收于 183.91, 本期回报率为-0.47%。与其他主流大类资产相比,回报率由高至低排序分别为: 黄金>可转债>A 股>纯债>REITs>美股>原油。 主力净流入:本期主力净流入总额为 983 万元,市场交投热情较上期有所下滑。 从不同底层资产 REITs 来看,期内主力净流入额前三的是消费基础设施类/新型 基础设施类/生态环保类;从单只 REIT 来看,期内主力净流入额前三的 REITs 是南方润泽科技数据中心 REIT/华夏华润商业 REIT/华安张江产业园 REIT。 大宗交易:本期大宗交易总额达 4310 万元,较上期有所下降。本期有 4 个交易 日有大宗交易成交,大宗交易总成交额为 4310 万元,星期四(2025 年 10 月 09 日)大宗交 ...
URTY And IWM: A Bet On Russell 2000 With Short, Medium And Long-Term Catalysts
Seeking Alpha· 2025-10-11 09:56
Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]
为什么钱越来越难留住?——2025年,你必须重学一次理财
Sou Hu Cai Jing· 2025-10-10 03:35
朋友们,你有没有发现—— 过去我们努力赚钱,现在却变成努力守钱。工资涨得慢,物价涨得快,理财产品收益越来越低,通货膨胀却一点没客气。有人说,现在的钱太轻了,握不住 也留不下。 但真相是:不是钱变轻了,而是你理财的方式,落伍了。 还记得2020年前,大家最爱买银行理财吗?年化4%、5%,稳稳地幸福。可如今,理财收益降到2%多,很多人心里都凉了。与此同时,通胀每年2%,也就 是说,你的钱放在低收益理财里,其实是在隐形缩水。 那有人说,买股票啊! 可股市波动太大,昨天赚一万,明天亏两万。A股市场过去几年确实震荡明显,赚钱的往往不是频繁操作的人,而是懂趋势、会布局的人。 那么问题来了:2025年,我们到底该怎么理财? 第一,要认清趋势。 现在的金融市场,不再是单一收益时代,而是资产组合时代。简单点说,就是不能把鸡蛋放在一个篮子里。 股票、债券、黄金、理财产品,各有涨跌周期。 聪明的投资者,是利用不同资产的节奏差,让资金始终保持在稳健区间。 第二,要会看政策。 很多人以为投资靠运气,其实大部分收益都来自政策趋势。 比如科技创新、新能源、人工智能,这些板块背后都有政策加持; 比如利率周期、货币政策,会直接影响债券和理财收 ...
科技金融是核心驱动力!德邦证券书写高质量发展新篇
券商中国· 2025-10-10 01:07
编者按: 城市与产业的快速发展,离不开资本市场的创新血液。德邦证券通过高成长产业债的发行和创新融资工具的运 用,克服了传统产业融资的瓶颈,让金融成为赋能实体经济的加速器和产业升级的助推器。 时代之笔擘画新章,金融活水润泽实体。在金融"五篇大文章"铺就的壮阔画卷中,证券业正以创新之墨 挥毫作答。这是服务国家战略的使命担当,更是深化金融供给侧改革的生动实践。证券业以"国之大 者"为经,以"民之关切"做纬,让金融血脉与实体经济同频共振,奏响中国式现代化的资本强音。证券 时报联合中国证券业协会,推出"做好'五篇大文章' 证券业作答进行时"系列专栏, 本篇为系列报道之 四十二,敬请垂注。 今年2月,中国证监会发布《关于资本市场做好金融"五篇大文章"的实施意见》,要求强化资本市场在促进资 本形成、优化资源配置等方面的功能,推动要素资源向科技创新、先进制造、绿色低碳、普惠民生等重大战 略、重点领域、薄弱环节集聚,更好满足高质量发展对优质金融服务的需求,助力中国式现代化建设。 德邦证券总经理武晓春近日接受证券时报记者专访时表示,德邦证券作为山东财金集团旗下的全国性、全牌 照、综合类证券公司,积极响应国家号召,蓄力科技金融与绿 ...
Saratoga Investment Q2: Mixed Results, Good Business Model (NYSE:SAR)
Seeking Alpha· 2025-10-08 16:27
David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and ...
Bank Of America: Solid Provisioning Going Into Q3 2025 Earnings (NYSE:BAC)
Seeking Alpha· 2025-10-07 13:30
Group 1 - The article discusses the author's investment journey, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]
How I Would Build An Ultra-High-Conviction Retirement Portfolio Right Now
Seeking Alpha· 2025-10-03 11:30
Group 1 - The article discusses retirement and higher-yielding investments, emphasizing the importance of selecting the right stocks for building a retirement portfolio [1] - It mentions a previous article titled "I Could Build My Entire Retirement Around These 4 Stocks," indicating a focus on specific investment opportunities [1] - The author has disclosed a beneficial long position in several stocks, including REXR, UNP, AM, FIX, GE, LHX, LB, ODFL, RTX, suggesting a personal investment interest in these companies [1] Group 2 - The article does not provide specific investment recommendations or advice, highlighting that past performance is not indicative of future results [2] - It clarifies that the views expressed may not represent those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [2] - The authors of the articles include both professional and individual investors, some of whom may not be licensed or certified [2]