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25 | Follower
Seeking Alpha
19.04.2024
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site
Recent developments have shown a bullish stance on S&P 500. Headline CPI should decline as low as 1.1% this year. Read more on the macroeconomy here.
18.04.2024
EPAM Systems provides software engineering and product development services across 55 countries. Check out why I rate EPAM stock a buy.
Rising credit card delinquencies pose a significant risk to Macy's. Click here to read why M shareholders should prepare for more pain.
The solid execution by Oracle led me to believe that its growth momentum can continue for the foreseeable future. Read why ORCL stock is a Buy.
Global Ship Lease's balance sheet is strong and the leverage is steadily decreasing. But read why I still downgrade GSL stock to Hold.
IMF projects China's economic growth at 4.6% and 4.1% for this year and next. China's official target is 5%. Read more to see my thoughts.
Exchange Income has grown from a single regional airline to a diversified aeronautical and manufacturing business. Read why EIFZF stock is a Buy.
17.04.2024
FLEX LNG realized adequate revenue and income growth, though disappointing net income and EPS. Read why I give a Buy rating for FLNG stock.
McDonald's is a great company with a defensive profile for any portfolio. Click here to see why MCD stock is a Buy.
16.04.2024
Logitech aims to turn around declining sales by focusing on gaming and live-streaming. Read why we recommend a Hold for LOGI stock now.
C3.ai has been signing on more new deals, particularly with government clients, indicating a large market opportunity. Read why AI stock is a no-brainer Buy.
Further hostilities between Iran and Israel could also cause a spike in the price of oil that is sure to rattle global markets.
Netflix has low churn, high retention rates, rapid user growth, and industry-leading average revenue per user. See why NFLX stock is a Buy.
DICK'S Sporting Goods showed strong same-store sales growth and margin expansion, gaining market share in core markets. Learn why DKS stock is a Sell.
Broadstone Net Lease's focus on industrial properties and rent escalators positions it for FFO growth. Read what makes BNL stock a solid buy-and-hold investment.
With inflation above target, TIPs look like good investment opportunities. Click here to see why TIP Fund is a Buy.
15.04.2024
The S&P 500 looks as risky as it has in some time. Click here for a detailed analysis.
Natural Resource Partners is a well-run business with attractive assets and unitholder alignment with management. See why NRP stock is a Hold.
Iran launched missile and drone attacks against Israel over the weekend, stoking fears of escalation in the Middle East. Click here for a detailed analysis.
The pending merger of Apollo CEFs AIF and AFT with BDC MFIC presents a unique investment opportunity. Check out why AIF is a Strong Buy.
Grupo Financiero Galicia is very well-placed to capitalize on a consolidating industry. Read why there might still be a lot more upside ahead for GGAL stock.
Simon Property Group just hiked its dividend by 2.6% and currently offers a 5.4% dividend yield. Read why I continue to be a buyer of SPG stock.
14.04.2024
13.04.2024
12.04.2024
Semiconductor stocks are outperforming the S&P 500, with a recommendation to buy KLAC stock due to low valuation and positive indicators. Read more here.
Snowflake, a leading cloud-based data warehousing company, has strong revenue growth and a focus on cost-effective data management. Read more on SNOW here.
11.04.2024
GameStop faces a tough road ahead with growing competition and a shift towards digital content in the gaming industry, leading to revenue decline. See more here.
iShares Bitcoin Trust ETF is well-positioned for the upcoming Bitcoin halving. Click here to read why IBIT represents a Strong Buy opportunity.
SSE plc reaffirms its 2024E guidance, indicating positive growth potential. Learn why SSEZY stock is a Buy.
DUSA, an actively managed equity vehicle, shows promising performance but faces concerns about high volatility and a lack of sector diversity. Explore more here.
Entegris is experiencing earnings growth expectations for 2024 and has seen an increase in price momentum. Learn why ENTG stock is a Buy.
09.04.2024
Wheels Up Experience aims to disrupt the industry. Click here to read why I remain skeptical about whether UP stock can achieve profitability.
08.04.2024
Intel plans to segment its Intel Foundry operations into a separate legal entity to attract third-party customers. Read why INTC stock is a Sell.
The forward 4-quarter estimate jumped this week to $251.58 from last week’s $242.94, which is the usual quarterly “bump”. Q4 ’23 EPS ended at $57.16, up from $54.69 at the end of Q3 '23.
Nutanix has experienced a significant rally this year, driven by AI-related deals and a focus on profitability. See why NTNX stock is a Hold.
Central banks and individuals are buying tons of gold. Click here to read why silver is expected to catch up to gold and outperform it.
Special Opportunities Fund trades at an attractive discount to the NAV per share and provides significant diversification. Learn why SPE is a Buy.