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Whitestone REIT edges higher as holder proposes board slate (WSR:NYSE)
Seeking Alpha· 2026-01-07 00:35
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FNDX: A Sensible Approach, But The Regime Has Changed
Seeking Alpha· 2026-01-07 00:29
The Schwab Fundamental U.S. Large Company ETF ( FNDX ), launched in 2013 and managed by Charles Schwab Investment Management, Inc., provides exposure to U.S. equities within the large-cap segment. The fund charges an expense ratio of 0.25% and currentlyI began learning about markets when I was 19. Today, my trading is informed by macro insights and technical indicators.When I'm neither working on my next article nor reading about macro and markets, I either run, cycle, or lift (probably thinking about macro ...
Graphic Packaging: A Focus On The Big Picture Justifies Upside
Seeking Alpha· 2026-01-07 00:25
服务介绍 - 提供专注于石油和天然气的投资服务与社区 其核心关注点在于现金流以及能够产生现金流的公司 旨在发掘具有真实潜力的价值与增长前景 [1] - 订阅者可以使用一个包含50多只股票的投资组合模型账户 获得对勘探与生产公司的深入现金流分析 并参与该行业的实时聊天讨论 [1] 推广活动 - 提供为期两周的免费试用 以吸引新用户订阅其服务 [2]
Jubilant Hopes For The U.S. Stock Market For 2026
Seeking Alpha· 2026-01-07 00:03
ThomasVogel/iStock via Getty Images After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, no mainstream economist is calling for ...
Alphabet’s AI Cloud Moment May Finally Be Here (NASDAQ:GOOGL)
Seeking Alpha· 2026-01-06 23:51
核心观点 - 科技领域最重要的动态是Alphabet公司的AI和云业务已成为主要的现金牛 其Gemini模型处于核心地位 旨在推动企业采用[1] 作者背景 - 作者为ACCA资格认证的金融专业人士 拥有伊斯坦布尔大学审计与会计硕士学位以及Coursera数据分析证书[1] - 作者在伊斯坦布尔一家领先的物业管理公司担任数据科学家和金融分析师超过两年 负责制定预算 设定目标 并应用数据驱动见解以实现利润最大化[1] - 作者的专业领域涵盖财务建模 市场分析和投资研究 包括股票和加密货币的实践经验[1]
FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside (NYSE:FDX)
Seeking Alpha· 2026-01-06 23:50
FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...
FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside
Seeking Alpha· 2026-01-06 23:50
FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...
Berkshire Hathaway: Why I'm Still Bullish After Buffett's Departure
Seeking Alpha· 2026-01-06 23:46
On December 31, Berkshire Hathaway ( BRK.B )( BRK.A ) CEO Warren Buffett officially stepped down after 60 years at the helm. Buffett, who will remain on as Berkshire’s chairman, achieved a remarkable career track record, with Berkshire rising 5,502,284% compared toAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BRK.B 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 ( ...
Lumen Technologies No Longer Deserves To Trade At Legacy Telco Multiples (NYSE:LUMN)
Seeking Alpha· 2026-01-06 23:43
Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...
Lumen Technologies No Longer Deserves To Trade At Legacy Telco Multiples
Seeking Alpha· 2026-01-06 23:43
Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...