Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

SailPoint, Inc. ( SAIL ) has gone through a turbulent period since re-entering the public markets earlier this year. However, one investment theme remains clear - security is top of mind for enterprise investments and the demand is only likelyAnalyst’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 com ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

I was recently going through write-ups of Michael Burry and his point of view regarding the current AI landscape, which, to be frank, paints a grim picture about the state of markets going forward. Buried in those broadly pessimistic views, though, he actually singles outI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and hav ...

I rate Mosaic Inc. (NYSE: MOS ) as a Buy, though with a word of caution regarding its sluggish growth. I expect 29% upside over the next 12 months, based on revenues growing at 4%, net profit margin at 9% andAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MOS over the next 72 hours. I wrote this article myself ...

As I’ve covered in the past , I see U.S. Bancorp ( USB ) as an interesting income pick in the banking sector due to its above-average dividend yield that seems to be sustainable overLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.Analyst’s Disclosure ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Market volatility can be unsettling for investors, especially as the so-called "AI trade" is beginning to show signs of cracking . The S&P 500 ( SPY ) was tr ...

As I’ve covered in the past , I see U.S. Bancorp ( USB ) as an interesting income pick in the banking sector due to its above-average dividend yield that seems to be sustainable overLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.Analyst’s Disclosure ...

The Schwab U.S. Dividend Equity ETF™ ( SCHD ) slightly outperformed the broader market since my previous bearish call in late September 2025. This was mostly explained by the fact that there was a solid 13% rallyI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I h ...