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IPG Photonics: Cyclical Recovery Can Help, But Core Markets Have Changed (NASDAQ:IPGP)
Seeking Alpha· 2025-12-18 23:02
Industries change, and companies either change with them or get left behind. For years, IPG Photonics ( IPGP ) was the technology leader in the then-novel field of industrial fiber lasers. While the company once enjoyed robust margins, rivals caught up, shrinking prices andAnalyst’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 o ...
YYY: Trying To Deliver 12% Yield On A Portfolio Of CEFs
Seeking Alpha· 2025-12-18 22:58
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.Have you ever wanted to own not 1, not 2, but around 60 closed end funds [CEFs], and just lacked the financial and research bandwidth to make this a realit ...
Hallador: Capitalizing On MISO's Critical Capacity Gap
Seeking Alpha· 2025-12-18 22:58
I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, demonstrated with hands-on roles in private equity, asset management and Real Estate. On Seeking Alpha, I aim to write about companies I find interesting sharing my insights and ...
Fabege AB (publ) (FBGGF) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-12-18 22:57
PresentationThe purpose of this call is actually to just introduce Bent to the market. He's very familiar and many of you knows since the past, but for some of you, he's new. So please, Bent, tell us a little bit about your background.Bent OustadCEO, President & Director Thank you. Pleasure being here. Thank you for joining this. I have to maybe start because a lot of you an list, all our companies have contacted me and wanted to have meetings with clients and interviews, et cetera. And I know Peter as an e ...
Paychex Q2 2026 Earnings Preview (NASDAQ:PAYX)
Seeking Alpha· 2025-12-18 22:56
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Micron: A Lever On AI Growth (NASDAQ:MU)
Seeking Alpha· 2025-12-18 22:51
Micron Technology, Inc. ( MU ) reported much better-than-expected earnings for its first fiscal quarter of FY 2026 as the memory company generated record HBM-related revenue amid strong demand from the Data Center market. High bandwidth memory, orAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MU, NVDA, AMD, AVGO, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...
Micron: A Lever On AI Growth
Seeking Alpha· 2025-12-18 22:51
公司业绩表现 - 美光科技2026财年第一季度业绩远超市场预期 [1] - 公司高带宽内存相关收入创下纪录 [1] 市场需求与驱动因素 - 数据中心市场的强劲需求是业绩的主要驱动力 [1]
Borregaard ASA (BRGAY) Discusses BioSolutions Segment Outlook and Margin Dynamics Ahead of Close Transcript
Seeking Alpha· 2025-12-18 22:47
公司业绩与展望 - 公司重申了第三季度报告中给出的第四季度展望 [1] - 在BioSolutions业务板块 预计第四季度销售量将在70,000至75,000吨之间 低于去年同期的77,000吨 [2] - 公司继续预期反倾销措施将带来积极但有限的影响 [3] 市场与运营 - 公司预计BioSolutions业务第四季度销量将同比下降 [2] - 在第三季度财报电话会议后 收到了3个关于BioSolutions业务的问题 [3] - 市场关注的核心问题之一涉及利润率变动及同比下降情况 [3]
IsoEnergy Is A High-Risk, High-Reward Uranium Play
Seeking Alpha· 2025-12-18 22:47
公司股价表现 - IsoEnergy (ISOU) 的股票在过去12个月中表现显著逊于大盘和同行 其股价仅上涨了4% 而同期标准普尔500指数上涨了11% [1] 作者背景信息 - 文章作者自称是一名拥有化学工程背景 食品技术与经济学硕士学位的门萨会员 [1] - 作者声称撰写了多本投资和数学书籍 并主要通过心算进行投资计算以辅助即时决策 [1] - 作者的投资方法结合了基本面分析和技术分析 并主要使用期权作为投资和交易工具 [1] - 作者声称在45岁时实现了财务独立的目标 [1]
The 5 Cheapest Large Cap REITs For 2026
Seeking Alpha· 2025-12-18 22:45
Ending 2025 looking to next year, there are some possible value rotations and REITs as a sector have been one of my most watched value segments. If you parse over some ofBrett Ashcroft Green, CFP® is a CERTIFIED FINANCIAL PLANNER™. His family also operates a real estate brokerage in Nevada, one of the most tax-advantaged jurisdictions in the United States for retiring, estate planning, and establishing trusts. He has worked with high-net-worth and ultra-high-net-worth individuals globally, specializing in p ...