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Churchill Capital X: Reading The Tea Leaves On Infleqtion
Seeking Alpha· 2026-01-03 06:15
From the outside, it's incredibly difficult to get a good read on the proposed merger between Churchill Capital X ( CCCX ) and quantum computing developer Infleqtion. Indeed, it's difficult for a layman (or laywoman) to stock-pick in the space at all. Even experts in theI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in ...
RiverNorth/DoubleLine Strategic Opportunity Fund declares $0.091 dividend (NYSE:OPP)
Seeking Alpha· 2026-01-03 06:13
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The "Great Divergence" Trade: Why BNDX Is A Buy Now
Seeking Alpha· 2026-01-03 06:06
I rate BNDX a 'Buy' as it's uniquely positioned to exploit an arbitrage opportunity in the market. Aside from this opportunity, it may also be a solid long-term hold for investors who want monthly income without using complicated options strategies or investing in equities. ThisI aim to help uncover opportunities for investors that have strong potential risk-adjusted returns. I enjoy creating articles by arguing from first principles and walking readers through my reasoning step-by-step. I mostly cover tech ...
AI: Still Early Innings In 2026
Seeking Alpha· 2026-01-03 05:39
文章核心观点 - 文章核心观点是推广一个名为“Out Fox The Street”的投资研究服务 该服务旨在帮助投资者在2026年初 通过识别市场错误定价的低估股票来优化投资组合[1] 作者与服务机构背景 - 服务机构“Stone Fox Capital”是一家来自俄克拉荷马州的注册投资顾问[2] - 服务负责人Mark Holder拥有注册会计师资格 并拥有会计和金融学位 同时持有Series 65执照[2] - Mark Holder拥有30年的投资经验 其中包括15年的投资组合经理经验[2] 服务内容与特点 - “Out Fox The Street”服务提供股票选择和深度研究 以帮助读者发掘潜在的多倍回报股[2] - 服务通过多元化投资来管理投资组合风险[2] - 服务特色包括多种模型投资组合 具有明确催化剂的股票选择 每日更新 实时警报 以及访问社区聊天和直接向Mark提问的权限[2]
Buying SCHD Is An Awful Way To Start The New Year
Seeking Alpha· 2026-01-03 05:38
Crude 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-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
PFFA As An Income Allocator: Learning From Preferreds Across Cycles
Seeking Alpha· 2026-01-03 05:24
My outlook for the equity markets this year is not extremely bullish . Stock picking could still be rewarding and AI tailwinds are secular and multi-year supports. But growth may be restricted to more monetized and cash-flow backed stocks, while narratives could comeI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. ...
EV Wars: Who Won In December?
Seeking Alpha· 2026-01-03 05:22
文章核心观点 - 文章作者及其所属的“现金流俱乐部”专注于研究拥有强劲现金流、宽广护城河和显著持久性的公司 认为在合适时机买入此类公司能带来丰厚回报 [1] - 尽管美国市场因税收抵免政策到期而面临逆风 但全球许多市场的电动汽车销量仍在持续增长 文章旨在分析部分相关公司的情况 [1] 作者及研究机构背景 - 作者Jonathan Weber拥有工程学位 在股市和独立分析师领域活跃多年 自2014年起在Seeking Alpha分享研究 主要关注价值和收益型股票 偶尔涉及成长股 [1] - 作者是投资团体“现金流俱乐部”的撰稿人 该团体与Darren McCammon共同专注于公司现金流及其资本获取渠道 [1] - “现金流俱乐部”的核心服务包括:访问主理人目标收益率6%以上的个人收益投资组合、社区聊天、“最佳机会”清单、对能源中游、商业抵押贷款REITs、商业发展公司、航运等行业的覆盖以及业绩透明度展示 [1]
$80 Silver Is Still A Grossly Overvalued Sell, It's Not A Buy(NYSEARCA:SLV)
Seeking Alpha· 2026-01-03 05:21
I was very bullish on SPDR® Gold Shares ETF ( GLD ) and iShares Silver Trust ETF ( SLV ) one year ago as discussed here . SLV was trading at $28/share then and is at $64/share now, aAnalyst’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 b ...
Home Depot: Improvement Giant Is Hardly Improving Here (NYSE:HD)
Seeking Alpha· 2026-01-03 05:09
公司表现与战略 - 家得宝公司在2024年夏季的后疫情环境中表现稳定 [1] - 与部分同行相比 公司更好地应对了需求的正常化 [1] - 公司宣布了对SRS Distribution的更大规模收购 [1] 作者背景与服务 - 作者拥有金融市场专业硕士学位 并拥有十年通过催化性公司事件追踪公司的经验 [1] - 作者领导投资研究小组 为会员提供利用IPO 并购 财报和公司资本配置变化的机会 [1] - 其服务每月覆盖10个主要事件 旨在寻找最佳机会 [1]
Bank OZK 4.625% PER PFD A declares $0.289 dividend (NASDAQ:OZKAP)
Seeking Alpha· 2026-01-03 05:08
新闻内容分析 - 提供的文档内容不包含任何实质性的新闻、事件、财报或行业及公司信息 文档内容仅为一条技术性提示 要求用户启用浏览器Javascript和Cookie 并禁用广告拦截器以继续访问 [1]