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Kraft Heinz Shares Could Rebound In 2026
Seeking Alpha· 2025-12-21 10:02
公司概况与历史 - 卡夫亨氏公司正走向一个时代的终结 [1] - 公司因其卡夫亨氏巨型合并而载入史册 该交易是迄今为止规模最大的企业并购交易之一 [1] 分析师背景 - 分析师伊恩·贝泽克曾是对冲基金Kerrisdale Capital的分析师 [1] - 其过去十年常驻拉丁美洲 为对墨西哥、哥伦比亚和智利等市场感兴趣的投资者进行实地调研 [1] - 其专长在于美国及其他发达市场中价格合理的高质量复利型公司和成长型股票 [1]
Falco Resources Ltd. (FPC:CA) Shareholder/Analyst Call - Slideshow (TSXV:FPC:CA) 2025-12-20
Seeking Alpha· 2025-12-21 07:05
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JEPQ Beats FEPI: What Changed My Mind On Tech Income
Seeking Alpha· 2025-12-21 01:05
公司服务与产品 - 公司即将发布其2026年的顶级投资精选标的 [1] - 公司每年投入数千小时及超过10万美元进行投资机会研究 [1] - 公司以远低于研究成本的费用向会员提供高收益投资策略 [1] 市场反馈与客户评价 - 公司的服务方法已获得超过190条五星级客户评价 [2] - 现有会员已从服务中获益 [2]
Charles Schwab: A Good Moment To Accumulate Preferred Stock
Seeking Alpha· 2025-12-21 00:35
公司概况 - 嘉信理财是一家专注于财富管理和证券经纪的储蓄和贷款控股公司[1] - 截至第三季度末 该公司管理资产规模超过11万亿美元 是最大的金融服务公司之一[1] 分析师背景 - 该分析师为金融作家 专注于投资期限为5至7年的欧洲小盘股[1] - 其投资理念是投资组合应包含股息股和成长股的混合[1] - 领导投资团体“欧洲小盘股投资点子” 提供独家、可操作的欧洲投资机会研究[1] - 研究重点在于高质量的小盘股投资点子 强调资本增值和股息收入以获取持续现金流[1] - 提供的服务包括两个模型投资组合(欧洲小盘股投资组合和欧洲房地产投资信托基金投资组合)、每周更新、教育内容以及活跃的聊天室[1]
Christmas Cash Flow: 3 High-Yield Stocking Stuffers Under $10
Seeking Alpha· 2025-12-20 23:30
作者与服务机构背景 - 文章作者Rida Morwa是一位拥有超过35年经验的前投资和商业银行家,自1991年以来一直为个人和机构客户提供高收益投资策略建议 [1] - Rida Morwa领导着投资服务“高股息机会”,该服务与Seeking Alpha的顶级收益投资分析师合作,专注于通过多种高收益投资实现可持续收入,目标安全收益率超过9% [1] - 该服务提供包括带买卖提示的模型投资组合、为保守投资者准备的有价证券和婴儿债券组合、活跃的社区聊天、股息和投资组合追踪器以及定期市场更新等功能 [1] - 该服务的理念侧重于社区、教育以及“不应独自投资”的信念 [1] 信息披露与文章性质 - 作者披露其通过股票、期权或其他衍生品对AWP、MPW和TPVG拥有有益的长期持仓 [2] - 文章代表作者个人观点,作者未因本文获得除Seeking Alpha平台外的任何报酬,且与文中提及的任何公司无业务关系 [2] - 文章中的任何推荐都不是无限期有效的,服务团队会密切监控所有持仓,并向会员独家发布买卖提示 [3] - 文中提及Beyond Saving, Philip Mause, 和 Hidden Opportunities均为“高股息机会”服务的支持贡献者 [3]
Universal Studios eyes new theme park in Saudi Arabia (CMCSA)
Seeking Alpha· 2025-12-20 23:27
Comcast (CMCSA)-owned Universal Studios is in the initial stages of planning to build a new theme park in Saudi Arabia as part of a collaboration with a government-backed entity, The Wall Street Journal reported. According to people familiar with the ...
American Tower: Oversold With Robust Telecom/Data Center Monetization - Reiterate Buy
Seeking Alpha· 2025-12-20 22:30
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’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 ...
Brookfield Asset Management: Buy This Dividend Growth Monster Now (NYSE:BAM)
Seeking Alpha· 2025-12-20 22:30
Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn more >>As a dividend growth investor, there's arguably no better way to start or cap off my day than to receive news of a boost in the payout of one of my holdings.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing ...
Brookfield Asset Management: Buy This Dividend Growth Monster Now
Seeking Alpha· 2025-12-20 22:30
文章核心观点 - 作者是一名专注于股息增长投资的个人投资者和分析师 其投资目标是实现财务独立 并乐于看到其持仓公司宣布增加股息派发 [1][2] 作者背景与投资方法 - 作者自2017年9月(20岁时)开始投资 自2009年左右起对股息投资感兴趣 [2] - 自2018年7月起运营名为“Kody's Dividends”的博客 记录其通过股息增长投资实现财务独立的历程 [2] - 作者在Seeking Alpha、Sure Dividend、The Dividend Kings以及iREIT+Hoya Capital等平台定期供稿 主要研究股息增长型股票 偶尔也研究成长型股票 [2] - 作者披露其通过股票、期权或其他衍生品持有Brookfield Asset Management (BAM) 的多头头寸 [2]
Regeneron: The Turnaround Is Gaining Steam
Seeking Alpha· 2025-12-20 22:30
Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...