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KB Home outlines $5.1B–$6.1B 2026 revenue target amid margin focus and expanded community openings (NYSE:KBH)
Seeking Alpha· 2025-12-19 11:50
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FedEx raises FY26 EPS outlook to $17.80–$19 amid network transformation and B2B momentum (NYSE:FDX)
Seeking Alpha· 2025-12-19 11:50
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Merck Stock: Deep Pipeline And Cash Flow Strength Support The Bull Case (NYSE:MRK)
Seeking Alpha· 2025-12-19 11:47
Merck ( MRK ) has been one of the major contributors to the S&P 500 Health Care sector’s resurgence in the past handful of months. Since the middle of June, MRK has returned 29%, sharply beating theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working w ...
Merck's Deep Pipeline And Cash Flow Strength Support The Bull Case
Seeking Alpha· 2025-12-19 11:47
默克公司股价表现 - 默克公司是过去几个月标准普尔500指数医疗保健板块复苏的主要贡献者之一 [1] - 自6月中旬以来 默克公司股价回报率达到29% 显著跑赢大盘 [1] 作者背景信息 - 本文作者为自由职业财经作家 专注于投资、市场、个人理财和退休规划领域的内容创作 [1] - 作者擅长将金融数据转化为叙事 在与资深编辑、投资策略师、营销经理、数据分析师和高管团队合作中 贡献创意使内容更具相关性、可读性和可衡量性 [1] - 作者在主题投资、市场事件、客户教育和具有说服力的投资展望方面拥有专业知识 并以简洁的方式与普通投资者沟通 [1] - 作者乐于分析股票市场板块、ETF、经济数据和广泛的市场状况 并为不同受众制作易于理解的内容 [1] - 作者对股票、债券、大宗商品、货币和加密货币等资产类别的宏观驱动因素感兴趣 并以教育和创造性的风格传达金融知识 [1] - 作者主张使用经验数据来构建基于证据的叙述 并利用图表等工具以简单而引人入胜的方式讲述故事 [1] - 在适当情况下 作者会专注于SEO和特定的风格指南 [1]
Applied Materials: Upgrading To Buy Amid AI And Semiconductor Tailwinds (NASDAQ:AMAT)
Seeking Alpha· 2025-12-19 11:45
I have changed my opinion about Applied Materials ( AMAT ) since I gave it a hold rating in my article on April 09, 2024. I have upgraded it to buy because the Applied MaterialsI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have no st ...
Applied Materials: Upgrading To Buy Amid AI And Semiconductor Tailwinds
Seeking Alpha· 2025-12-19 11:45
评级与观点变更 - 分析师将其对应用材料公司的评级从“持有”上调至“买入” [1] - 该观点变更基于自2024年4月9日以来分析师看法的转变 [1] 分析师背景与偏好 - 分析师拥有工程背景 因此倾向于关注科技股 [1]
Black Stone Minerals: Quarterly Distribution Likely To Remain At $0.30 Per Unit During 2026

Seeking Alpha· 2025-12-19 11:30
We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.Black Stone Minerals ( BSM ) reported a 5% quarter-over-quarter increase in production in Q3 2025 , which should allow it to reach or exceed the high-end of its full year guidance even if Q4 2025Aaron Chow, aka Eleph ...
NewLake Capital Partners: Upgraded To Buy On Regulatory Shift
Seeking Alpha· 2025-12-19 11:18
作者背景与投资理念 - 作者采用价值投资理念 以所有者心态进行长期投资 不撰写看空报告或建议做空[1] - 作者职业生涯始于2020年至2022年在一家律师事务所担任销售角色 并成为顶级销售员 后管理团队并参与销售策略制定 此经历有助于其通过销售策略评估公司前景[1] - 作者于2022年至2023年在富达投资担任投资顾问代表 主要负责401K规划 但因公司基于现代投资组合理论的方法与个人价值投资理念不符 于一年后离职[1] - 作者自2023年11月起在Seeking Alpha平台撰写文章 分享其为自己寻找的投资机会[1]
FDLS: At The Intersection Of Biblical Values And Multifactor Approach, A Hold
Seeking Alpha· 2025-12-19 11:16
文章核心观点 - 分析师开始覆盖Inspire Fidelis Multi Factor ETF (FDLS) 该ETF为被动管理工具 其回报表现良好但并非卓越 这是分析师覆盖它的主要原因 [1] 分析师背景与研究方法 - 分析师Vasily Zyryanov是一名个人投资者和撰稿人 其使用多种技术寻找相对低估且具有强劲上涨潜力的股票 以及相对高估且估值因特定原因被抬高的公司 [1] - 在研究中 该分析师重点关注能源行业 包括石油天然气超级巨头 中盘和小型勘探与生产公司 以及油田服务公司 同时其也覆盖众多其他行业 从矿业 化工到奢侈品龙头企业 [1] - 该分析师坚信 除了简单的利润和销售分析 细致的投资者必须评估自由现金流和资本回报率 以获得更深入的见解并避免肤浅的结论 [1] - 尽管该分析师青睐被低估和被误解的股票 但也承认一些成长股确实配得上其溢价估值 而投资者的主要目标是深入挖掘并发现市场当前的观点是否正确 [1]
Nike Stock Q2: The Repricing Might Have Started (NYSE:NKE)
Seeking Alpha· 2025-12-19 10:44
Nike ( NKE ) keeps bleeding. In the past three months, it lost almost 12%, even though its Q1 FY26 results topped estimates (which, to be fair, were low). Perhaps investors still remember how Nike performed well during the pandemic, with the stockI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expandi ...