Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes and studies trends and options activities to identify and assess entry and exit points for investments in his long-term focused thematic growth strategy. He is a former buy-side trader, analyst, and portfolio manager with 30 years of experience tracking market technicals, fundamentals, and options.Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to ...

All the S&P 500 industrial companies that reported their quarterly results this week surpassed earnings expectations. On the revenue front, eight firms of the nine industrial companies reporting this week beat Wall Street forecasts. The Industrial Select Sector SPDR Fund (NYSEARCA: ...

I have been advocating covered call ETFs for quite some time. Since for high- and durable income investors, the investable universe is relatively small, each instrument or asset class that comes with a prudent 10%+ yielding offering simply mustRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the ...

I analyze oil and gas companies like Exxon Mobil and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here ...

作者及其服务介绍 - 作者Long Player是一位拥有多年行业经验的资深人士，他是注册会计师(CPA)，并拥有工商管理硕士(MBA)和文学硕士(MA)学位，目前领导投资研究小组Oil & Gas Value Research [2] - 作者的分析服务专注于石油和天然气行业，旨在寻找被低估的石油公司和不受青睐的中游公司，这些公司可能提供引人注目的投资机会 [2] - 该服务为会员提供优先的、未在免费网站发布的公司分析，并设有一个活跃的聊天室，供投资者讨论最新信息和分享观点 [1][2] 分析方法与内容 - 分析涵盖公司的各个方面，包括资产负债表、竞争地位和发展前景 [1] - 分析方法侧重于识别石油和天然气领域的价值被低估的公司 [1] - 作者本人持有埃克森美孚(XOM)、雪佛龙(CVX)和CDDRF的多头头寸，表明其分析与个人投资立场一致 [3]

公司管理层变动与市场表现 - 沃伦·巴菲特于1月1日卸任公司首席执行官 [1] - 自其卸任以来 公司股价下跌4.4% 而同期标普500指数上涨 [1] 分析师背景与投资理念 - 分析师来自一家财富500强公司 投资期限长达30年 关注长期复利 [1] - 投资理念侧重于构建平衡增长潜力与基本面的投资组合 专注于高质量企业 [1] - 重点关注领域包括投资组合策略 资本配置以及企业的长期持有价值 [1] - 青睐具有持久生命力 行业领先盈利能力 低杠杆及增长空间的欧美企业 [1]

In a sea of red candlesticks, Innodata ( INOD ) was one of the market's top performers on January 29th after its federal business unit's "high-profile" customer, announced in the Q3 earnings call, was unveiled to be Palantir (As a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bri ...

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文章核心观点 - 一只主动管理型金融板块ETF在最近一个时期的表现优于其基准指数——标普500金融指数 该指数是金融板块最常用的参考基准之一 表明该ETF产生了正向阿尔法[1] 专栏与作者背景 - “金融宁静”是一个专注于资产管理行业的金融分析和量化研究专栏[1] - 该专栏由经验丰富的金融研究员和数据分析师Tommaso Scarpellini主动管理 他在银行和金融分析平台领域拥有丰富的经验[1] - 该专栏旨在深入分析驱动资产管理市场的动态[1] 内容定位与方法论 - 该专栏在Seeking Alpha平台上结合了严谨的数据分析见解 以及对ETF和资产管理领域其他趋势性工具的可操作意见和评级[1] - 其使命是提供有价值的、数据驱动的观点 以帮助投资者在不断变化的市场中做出明智决策[1]

文章核心观点 - 文章作者及Seeking Alpha平台均发布了标准免责声明 表明作者无相关股票持仓及交易计划 文章观点为作者个人意见 平台不提供投资建议且不对作者观点背书 [1][2] 根据相关目录分别进行总结 - 作者披露：作者在提及的任何公司中均无股票 期权或类似衍生品头寸 并且在未来72小时内无开启此类头寸的计划 文章为作者独立撰写 表达个人观点 除来自Seeking Alpha的报酬外 未获得其他补偿 与文章中提及股票的任何公司均无业务关系 [1] - 平台披露：过往表现不保证未来结果 未就任何投资是否适合特定投资者给出推荐或建议 所表达的任何观点或意见可能不代表Seeking Alpha的整体观点 Seeking Alpha不是持牌证券交易商 经纪商或美国投资顾问或投资银行 其分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [2]