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Energy Transfer Is My Largest Holding For Good Reason
Seeking Alpha· 2025-06-12 20:54
I have, for several years now, maintained that midstream/pipeline company Energy Transfer (NYSE: ET ) makes for one of the most attractive investment opportunities on the market. In addition to shares of the company being cheap on an absoluteCrude 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-de ...
SkyWest: Don't Miss Takeoff
Seeking Alpha· 2025-06-12 20:48
I have been exploring companies that are overlooked by the broader investment community, but which exhibit solid fundamentals, strong operational performance, and clear runway for value creation. These aren’t microcaps or speculative plays—I’m focused on real businesses that are proven operators, yet still trade underAnalyst’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 ...
Delcath Systems: Growing Fast, But Business Model Is Fragile
Seeking Alpha· 2025-06-12 20:36
Delacth has experienced strong growth for its HEPZATO treatment and trades at an attractive valuation. However, it faces both current and future competitive pressures that will likely weigh down sentiment and valuation multiples.Like millions of other investors, I got Robinhood and started trading during the pandemic. Unlike most of those investors, I carefully studied hundreds of earnings reports for clues to future performance, and I was able to identify many future winners, such as OPRX, OTRK, FUBO, and ...
Waterdrop: Strong Growth Can Overcome Short-Term Headwinds
Seeking Alpha· 2025-06-12 20:21
Waterdrop (NYSE: WDH ), which operates a platform meant to provide insurance and healthcare services in China, has mostly recovered from the stock market turmoil that caused the stock to sell off in March/April, but the stock hasWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to present an alternative ...
Brinker International Should Continue To Beat Market Expectations
Seeking Alpha· 2025-06-12 19:54
投资观点 - 对Brinker International持乐观态度 因其基本面显著改善 得益于强有力的执行力和以价值为导向的Chili's品牌受到市场青睐 [1] - 使用Google Trends数据作为辅助分析工具 展示公司品牌关注度的变化趋势 [1] 投资策略 - 专注于价值投资 进行基础研究 覆盖行业包括化学品 住宅建筑商 建筑材料 工业及金属与矿业等领域 [1] - 偏好投资于估值较低且近期存在催化剂的股票 投资期限为一个季度至两年 [1] 分析师背景 - 拥有3年以上活跃投资经验 曾在精品研究公司和家族办公室担任买方分析师 [1]
One Liberty Properties Is A REIT With Lots To Hold On To, As Portfolio Grows
Seeking Alpha· 2025-06-12 19:43
Albert Anthony is The Analyst, providing markets commentary and rating stocks using his proven 6-step methodology, having grown over +1 thousand followers on the global investor platform Seeking Alpha since 2023, writing for financial media as a senior analyst for his own equities research firm, Albert Anthony & Co, including for platforms like Investing.com. The Croatian-American author writing under pen name Albert Anthony also is launching a new book called The Analyst: 6 Steps To Picking Stocks For Futu ...
PNC Financial: Long-Term Investors Should Wait For A Pullback
Seeking Alpha· 2025-06-12 19:39
PNC Financial (NYSE: PNC ) is one of the largest banks in the U.S. and wants to expand its presence in the industry over the coming years, but growth prospects in the near term seem to be somewhat low andLabutes 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 Outside ...
Grab: $1.25bn Convertible Note Seems A Move To Secure Financing For Potential Acquisition
Seeking Alpha· 2025-06-12 19:32
Since my last article on Grab (NASDAQ: GRAB) , share price had been hovering at around $5 until 6% decline on Tuesday (to c.$4.68) as the company announced a proposed offering of convertible notes of $1.25bn due 2030. Obviously, market doesn'tWith over 14 years of experience as a sellside equity analyst specializing in the HK/China market, I have developed a deep understanding and keen insight into various sectors. For the past eight years, I have been focusing on China’s oil & gas and chemicals stocks at C ...
Yara International: Upside Once Again Seems Likely In Fertilizer - I Say BUY
Seeking Alpha· 2025-06-12 19:18
Analyst’s Disclosure:I/we have a beneficial long position in the shares of YARIY 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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advic ...
NIO: Too Cheap To Dismiss
Seeking Alpha· 2025-06-12 19:10
公司业绩 - 蔚来汽车(NYSE: NIO)在1Q25的财报中未达到利润和销售预期 [1] - 中国电动汽车市场竞争激烈对公司财务表现造成负面影响 [1] 行业背景 - 电动汽车行业当前处于高度竞争状态 [1] - 行业创新和颠覆性技术发展受到密切关注 [1]