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S&P Global: Standardizing Private Markets Unlocks Spin-Off Value
Seeking Alpha· 2026-01-31 21:00
S&P Global ( SPGI ) stock is a Strong Buy as per my assessment. The reason behind the rating is S&P Global’s engineered shift from an information provider to the structural interoperability layer of theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...
Amerant Bancorp: With CRE Loans Stabilizing, We See Upside Ahead
Seeking Alpha· 2026-01-31 21:00
Editor's note: Seeking Alpha is proud to welcome Domenico Oriana as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a finance enthusiast and professional investor with a strong academic and practical background in economics and financial markets. I hold a degree in Economics from Università Luigi Bocconi, where I developed in-depth skills in financi ...
United Natural Foods: This Meal Is Getting Tastier (NYSE:UNFI)
Seeking Alpha· 2026-01-31 20:35
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
The $1.2 Trillion Aerospace And Defense Supercycle
Seeking Alpha· 2026-01-31 20:30
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Aerospace and defense stocks wrapped up one of the busiest earnings weeks for the quarter. Currently, we are seeing a surge in demand for aerospace and defense equipment and services as the commercial and defense end marketsDhierin-Perkash Bechai i ...
2 Big Fat Yields I Think You'll Like
Seeking Alpha· 2026-01-31 20:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .A few days ago, I wrote an article on Business Development Companies (“BDCs”). I used it to explain that while I am not a big fan of the credit industry, in general, there’s some great value to beLeo Nelissen is a long-term investor and macro-focused strategist with a passion fo ...
The 'Great Rotation' Of 2026 Will Benefit BDCs
Seeking Alpha· 2026-01-31 20:30
文章核心观点 - 市场观点认为2026年可能是小盘股表现之年 [1] - 分析师提出一种结合增长与收入的混合投资系统 该系统在获取投资收入的同时 其总回报可与标普500指数相媲美 [1] 分析师投资策略与组合构建 - 分析师的投资策略基础是优质的经典股息增长型股票 [1] - 策略通过加入商业发展公司、房地产投资信托基金和封闭式基金来有效提升投资收入 [1] - 该混合策略旨在获取与跟踪传统指数基金相当的总回报 [1] 分析师背景与专长 - 分析师拥有超过15年的投资经验 [1] - 专长在于分析市场中的盈利机会 并专注于发掘高质量的股息股及其他具有长期增长潜力的资产 [1]
IWMI: Russell 2000 Covered Call ETF, Outstanding Double-Digit Distribution Yield, Strong Performance Track-Record
Seeking Alpha· 2026-01-31 19:34
服务概述 - CEF/ETF Income Laboratory 提供管理服务 其管理的封闭式基金和交易所交易基金投资组合目标收益率约为8% [1] - 该服务旨在为各类经验水平的主动和被动投资者简化收益投资 [2] - 服务管理的绝大多数封闭式基金和交易所交易基金持仓为月度派息 旨在加速复利增长并提供稳定收入流 [2] 服务团队与特点 - 贡献者Juan de la Hoz 拥有固定收益交易员、金融分析师、运营分析师和经济学教授的工作经验 [2] - 其经验涵盖跨市场和跨货币分析、交易和谈判固定收益证券 包括债券、货币市场和银行间贸易融资 [2] - 其专注于股息、债券和收益基金 并对交易所交易基金有强烈关注 [2] - 该服务由Stanford Chemist领导 [2] - 服务特点包括利用封闭式基金和交易所交易基金领域的高收益机会构建投资组合 [2] - 其他服务特点包括24/7在线聊天和交易警报 [2]
iRhythm: Structural Shift To Profitable Growth
Seeking Alpha· 2026-01-31 19:30
文章核心观点 - 作者专注于消费品行业投资 致力于寻找兼具强大品牌知名度 稳健财务状况和增长潜力的公司[1] - 作者对消费趋势有敏锐洞察力 并对行业有深入理解 这有助于其在该领域识别有利可图的投资机会[1] 分析师背景与专长 - 分析师在消费品行业拥有专业投资经验[1] - 其投资方法论侧重于识别具备强大品牌 稳健财务和增长潜力特质的公司[1] - 对消费趋势的敏锐洞察力和对行业的深入理解是其识别投资机会的关键[1]
FDMO: Momentum Investing Can Beat The S&P 500 In 2026
Seeking Alpha· 2026-01-31 19:01
文章核心观点 - 富达动量因子ETF (FDMO) 在过去三年显著跑赢标普500指数 尽管存在地缘政治紧张局势的担忧 该ETF在2026年仍可能继续上涨 [1] 分析师背景与研究方法 - 分析师Komal对金融和股市充满热情 她喜欢运用基本面和技术分析方法来预测未来市场趋势 并同时关注短期和长期视野 [1] - 分析师旨在提供公正的分析 以帮助投资者选择最佳投资策略 从而在市场中保持领先 [1]
ProKidney Stock: Differentiated CKD Approach Positions Rilparencel Favorably
Seeking Alpha· 2026-01-31 17:40
作者背景与披露 - 作者Myriam Hernandez Alvarez拥有电子与通信工程学士学位、计算机科学硕士学位、商业管理研究生学位以及计算机应用博士学位 [1] - 作者与另一位Seeking Alpha作者Edgar Torres H有专业合作,但分析独立进行,并遵循平台的相关准则 [1] - 作者声明在提及的任何公司中未持有股票、期权或类似衍生品头寸,且未来72小时内无开仓计划 [2] - 文章为作者独立撰写,表达个人观点,除平台报酬外未获得其他补偿,与文中提及的任何公司无业务关系 [2] 平台性质与免责 - Seeking Alpha声明过往表现不保证未来结果,其提供的任何内容不构成针对特定投资者的投资建议 [3] - 平台表达的观点或意见可能不代表Seeking Alpha整体立场 [3] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - 平台分析师为第三方作者,包括专业投资者和个人投资者,他们可能未获得任何机构或监管机构的许可或认证 [3]