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Upwork: Execution Has Improved, Upside Now Depends On Demand (NASDAQ:UPWK)
Seeking Alpha· 2025-12-18 01:51
The freelance marketplace leader Upwork ( UPWK ) had a strong rally over the past year, reaching roughly 29% and outperforming the benchmark. The company's rebound signals a shift in sentiment, which may support that a turnaround may be inDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and p ...
LQD: Quality Bond Holdings, But You Can Do Better
Seeking Alpha· 2025-12-18 01:51
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.Trapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They ...
The Fed's Breaking Point
Seeking Alpha· 2025-12-18 01:46
James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...
ARKK: Heads You Don't Win, Tails You Lose
Seeking Alpha· 2025-12-18 01:43
The past two-year period has been truly exceptional for equities and risk assets more broadly. In the equity market in particular, valuations are now at one of their highest levels ever. The cyclically adjusted price-to-earnings ratio for the S&P 500 index, for example, is nowVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, ...
Cintas Q2 2026 Earnings Preview (NASDAQ:CTAS)
Seeking Alpha· 2025-12-18 01:39
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XOP: It Might Be Time To Test The Waters, After A Lazy 2025
Seeking Alpha· 2025-12-18 01:39
I'm quite tired of this "AI trade" narrative, and therefore decided to visit a relatively docile corner of the market (at least for the moment), namely oil and gas stocks. I'm of the view that staying out of the headlinesPearl Gray is a proprietary investment fund and independent market research firm. We primarily focus on Fixed-Income and Capital Flows. However, our Seeking Alpha readers can expect a cross-asset blend, extending to analysis of equity REITs (including Preferred Shares), Investment Fund Appr ...
VYNE Therapeutics Inc. (VYNE) Yarrow Bioscience, Inc. - M&A Call Prepared Remarks Transcript
Seeking Alpha· 2025-12-18 01:39
PresentationIt's now my pleasure to turn the call over to John Fraunces, Director, Corporate Communications for LifeSci Advisors. Please go ahead, John.Good morning, and welcome to the VYNE Therapeutics conference call to discuss the merger of VYNE and Yarrow Bioscience. This call is being recorded for replay at the company's request.John FrauncesLifesci Advisors, LLC Good morning, and thank you for joining us for today's conference call. The link to this webcast is on the Investors page of the VYNE Therape ...
The Big Squeeze: EM Mega Caps Up, Breadth Down
Seeking Alpha· 2025-12-18 01:39
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Should You Buy Western Union For Its 9.8% Yield? (NYSE:WU)
Seeking Alpha· 2025-12-18 01:27
The Western Union Company ( WU ) offers a very high-dividend yield, but this is justified by the company’s business woes and poor fundamentals, being a yield trap in my opinion.Labutes 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:I/we ...
Should You Buy Western Union For Its 9.8% Yield?
Seeking Alpha· 2025-12-18 01:27
The Western Union Company ( WU ) offers a very high-dividend yield, but this is justified by the company’s business woes and poor fundamentals, being a yield trap in my opinion.Labutes 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:I/we ...