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MercadoLibre: Strong Fintech Upside In 2026
Seeking Alpha· 2025-12-17 22:00
分析师持仓披露 - 分析师通过股票持有、期权或其他衍生品方式,对MELI、NU、BABA公司拥有实质性的多头头寸 [1] 文章性质与作者声明 - 文章表达的是分析师个人观点 [1] - 分析师撰写此文未获得相关公司补偿(除来自Seeking Alpha平台外) [1] - 分析师与文中提及的任何公司均无业务关系 [1] 平台免责声明 - 过往表现并不保证未来结果 [2] - 文章内容不构成针对任何特定投资者的投资建议 [2] - 所表达的观点或意见可能不代表Seeking Alpha的整体立场 [2] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [2] - 平台分析师为第三方作者,包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [2]
Bunzl plc (BZLFY) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-12-17 21:59
PresentationRichard HowesCFO & Executive Director Good morning, and thank you for joining. As we head towards the end of a challenging year and look forward to 2026, we hope you find having a call helpful. I'll make a few brief remarks regarding our preclose trading update before opening up for questions. Firstly, on 2025. Despite challenging end markets, I'm pleased to say we expect to achieve an adjusted operating profit in line with guidance we set out in April this year. Within this, we expect underlyi ...
Horace Mann Educators Giving Lessons On Profitability (NYSE:HMN)
Seeking Alpha· 2025-12-17 21:58
Back in August, I wrote an analysis for Horace Mann Educators Corporation ( HMN ). I called the stock for the insurance holding company a Buy based on its Q2 earnings and growth prospects for the remainder of 2025. SinceI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...
Horace Mann Educators Giving Lessons On Profitability
Seeking Alpha· 2025-12-17 21:58
Back in August, I wrote an analysis for Horace Mann Educators Corporation ( HMN ). I called the stock for the insurance holding company a Buy based on its Q2 earnings and growth prospects for the remainder of 2025. SinceI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...
ASGN Incorporated: Maintaining Bearish Stance Despite Lofty 2028 Projections (NYSE:ASGN)
Seeking Alpha· 2025-12-17 21:52
We last wrote on ASGN Incorporated ( ASGN ) in September of this year when we downgraded the IT staffing provider to a 'Sell'. Reasons for our bearishness at the time revolved around poor earnings trends, decliningIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in additional income. Ri ...
Diageo: Guinness Is Doing Well, But It Is Not Enough (OTCMKTS:DGEAF)
Seeking Alpha· 2025-12-17 21:45
I gave a hold rating to Diageo PLC ( DGEAF ) in June, as I wanted to see more signs of recovery, especially in the core spirits segment, and hence, I believed one should just wait andI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic ...
Starwood Property Trust: Every Time It Yields Over 10% I Am Buying (NYSE:STWD)
Seeking Alpha· 2025-12-17 21:45
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of STWD either ...
Diageo: Guinness Is Doing Well, But It Is Not Enough
Seeking Alpha· 2025-12-17 21:45
I gave a hold rating to Diageo PLC ( DGEAF ) in June, as I wanted to see more signs of recovery, especially in the core spirits segment, and hence, I believed one should just wait andI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic ...
Starwood Property Trust: Every Time It Yields Over 10% I Am Buying
Seeking Alpha· 2025-12-17 21:45
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of STWD either ...
Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside (NYSE:ORCL)
Seeking Alpha· 2025-12-17 21:39
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 next 72 hours. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...