The retail and fashion industries are notoriously difficult to invest in due to a myriad of factors that can be difficult for investors to quantify and, at times, qualify. We have come acrossFollow us on Twitter here: @theinvestar Previously a Trader/Portfolio Manager for a Treasury Office managing anywhere from $10-20 billion (treasury assets, retirement benefits, endowment related funds), currently part of a team that oversees an outside investment manager managing almost $30 billion. Previously the found ...

I retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to hold positions for the long-term unless there is a compelling reason to sell. I look for investment opportunities without regard to asset class, market cap, secto ...

投资者情绪 - 投资者通常不喜欢公司管理层改变其投资理由 XPLR Infrastructure (NYSE: XIFR) 是一个典型案例 [1] 作者背景 - 作者为长期投资专业人士 曾任职于全球银行的投资顾问 管理数十亿规模基金的分析师 并参与多家欧洲风险投资公司 目前专注于基础设施投资领域 [1] 持仓披露 - 分析师持有XIFR的多头头寸 包括股票、期权或其他衍生品 [2]

Canadian National Railway (NYSE: CNI ) is going through a rough patch on the revenue front. The main pressure’s coming from rising tariffs on high-margin merchandise and forest products, plus a mix shift toward lower-margin bulk commodities. That said, the company’sI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primaril ...

I assigned a 'Strong Buy' rating to Carrier Global (NYSE: CARR ) in May 2025, favoring its capability to mitigate tariff impacts. Its stock price dropped by more than 10% after its Q2 FY25 earnings, due to itsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CARR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati ...

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA: SCHG ) offers investors with a high-risk appetite and a desire to increase their allocations to the outperforming technology sector the opportunity to latch onto the trend of artificial intelligence.A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding th ...

Following my coverage on Mohawk Industries (NYSE: MHK ) in May 25, for which I maintained a hold rating due to my expectation that demand would remain weak, pricing pressure was evident, and consumer sentiment did not paint a positiveI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a pr ...

市场趋势与投资策略 - 美国股市有望延续强劲增长势头 动量投资策略可能成为获取高回报的最佳方式之一 [1] - Vanguard美国动量基金被提及作为相关投资工具 [1] - 分析师采用基本面与技术面相结合的方法预测市场趋势 涵盖短期与长期视角 [1] 分析师背景 - 分析师专注于提供无偏见的市场分析 帮助投资者选择领先市场的投资策略 [1]

波动性投资策略 - 波动性作为资产类别适合在市场乐观且金融环境稳定时买入 当市场崩盘已发生时隐含波动率已飙升此时买入策略失效 [1] Binary Tree Analytics公司背景 - 公司拥有投资银行现金及衍生品交易背景 旨在为资本市场工具和交易提供透明度与分析服务 [1] - 专注领域包括封闭式基金(CEFs) 交易所交易基金(ETFs)和特殊情境投资 目标实现低波动率下的高年化回报 [1] - 核心团队具备20年投资经验 成员毕业于顶尖大学金融专业 [1] 业务模式特点 - 采用衍生品与现金交易相结合的复合策略 通过量化分析捕捉市场非有效性机会 [1] - 投资组合构建强调波动率控制 与传统的方向性押注形成差异化 [1]

投资策略 - 投资组合策略聚焦于股息收入的复利增长和资本增值 旨在为退休生活提供稳定现金流 [1] - 通过股息再投资和年度股息增长机制实现月度股息收入的持续提升 [1] - 核心持仓包括SOFI 采用股票、期权或其他衍生品形式建立多头头寸 [1] 信息披露 - 所有分析结论均为作者个人观点 未受第三方机构薪酬影响 [1] - 作者声明与所提及公司无商业合作关系 [1] （注：根据任务要求 已自动过滤免责声明、风险提示及评级规则相关内容 文档2和文档3因仅包含合规声明而未予提取）