石油和天然气股票投资 - 投资石油和天然气股票的核心在于对能源价格未来上涨的预期 [1] - 2020年新冠疫情期间的极端市场波动提供了重要的投资经验 [1] 行业经验与专长 - 在公用事业、交通、建筑、医疗和公共部门等领域拥有15年战略咨询经验 [1] - 擅长帮助客户突破行业传统思维模式，重新构想行业未来发展方向 [1] 市场关注点 - 主要研究和投资兴趣集中在英国市场，尤其是富时350指数成分股和小型公司 [1] - 对美国大型科技股的当前发展路径表示担忧，并对大语言模型的未来效益持怀疑态度 [1] 持仓披露 - 分析师持有BP公司的多头头寸，包括股票、期权或其他衍生品 [2]

Alithya Group Inc. (OTCPK:ALYAF) Q4 2025 Earnings Conference Call June 12, 2025 ET Company Participants Bernard Dockrill - Chief Operating Officer Debbie Di Gregorio - Chief Financial Officer Nathalie Forcier - Chief Legal Officer & Corporate Secretary Paul Raymond - President, CEO & Director Conference Call Participants Divya S. Goyal - Scotiabank Global Banking and Markets, Research Division Jerome Dubreuil - Desjardins Securities Inc., Research Division Meng Shao - National Bank Financial, Inc., Research ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ) shares have rallied in the last couple months as trade war tensions have eased, AI has continued to drive demand for the company's GPU offerings, and EPYC has maintained its dominance in theTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published pi ...

W.W. Grainger, Inc. (NYSE: GWW ) has good growth potential over the coming years. The company has implemented its initial pricing increase in response to Trump Tariffs, which should be a tailwind for sales in he coming quarters. Further, the companyI 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 primarily on managing my ...

根据提供的文档内容，未包含任何关于公司或行业的实质性信息，因此无法提取相关投资分析要点。文档仅包含分析师披露和平台免责声明，与行业研究无关[1][2]

公司表现 - Super Micro Computer (SMCI) 股价自3月11日以来上涨17% [1] - 同期大盘涨幅约为7.5% [1] 分析师背景 - 分析师在石油和房地产行业拥有超过10年CFO经验 [1] - 主导过多个国内外复杂的尽职调查和并购交易 [1] - 为迪拜家族办公室提供股票研究服务 管理资产规模超过2000万美元 [1] - 擅长分析财务报表 评估市场趋势 识别行业增长驱动因素 [1] 持仓披露 - 分析师持有SMCI多头仓位 包括股票或衍生品 [2]

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MLR 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 relationship with any company whose stock is mentioned in this article. This article was written for informational purposes only and is not intended as investment advice. Please practice due diligence before investin ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

The last time I wrote about Oracle Corporation (NYSE: NYSE: ORCL ), back in March 2025, I analyzed the company’s third quarter earnings report and investigated whether there had been any significant developments regarding theAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, title ...

Oxford Industries (NYSE: NYSE: OXM ) is one of those old-line American apparel outfits that’s made a business out of selling an idea, mostly sun, leisure, and the illusion of effortless wealth. Think Tommy Bahama, Lilly Pulitzer, and Johnny Was. For years, they ran the playbook: high-margin branding, tight control overI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at larg ...