Workflow
Snap: Perplexing Dip (NYSE:SNAP)
Seeking Alpha· 2025-12-03 18:22
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...
Snap: Perplexing Dip
Seeking Alpha· 2025-12-03 18:22
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...
Top 6 Dividend Stocks for 2026
Investing· 2025-12-03 18:21
宏观经济与利率环境 - 美联储已进行两次降息,预计2026年利率将继续下行[1] - 新任美联储主席Kevin Hassett主张“尽早且频繁地降息”,其政策立场可能加速降息周期[1] - 降息环境将利好对长期利率敏感的资产,如抵押贷款支持证券[1] 抵押贷款REITs行业 - 抵押贷款利差(10年期国债收益率与抵押贷款利率之差)已从高位回落,但仍处于有利水平[1] - 抵押贷款房地产投资信托基金受益于利差,其持有的政府担保抵押贷款支持证券在长期利率下降时价值上升[1] - Annaly Capital和Dynex Capital的股息率分别为12.3%和14.7%,其投资组合在降息周期中定位良好[1] 生物制药与人工智能应用 - 人工智能将药物研发周期从10-15年压缩至3-6年,使制药公司能更早上市新药并享受更长的专利垄断定价期[1] - AI通过增加实验候选药物数量和提高效率来扩大研发产出,而非取代科学家[1] - BlackRock Health Sciences Term Trust基金股息率为8.6%,投资于创新药物研发公司,并以低于资产净值的价格交易[1] 生命科学工具与诊断行业 - Danaher公司是生命科学和诊断领域的工具供应商,提供实验仪器、纯化系统和消耗品[1] - AI驱动的研发增加实验数量,进而提升对Danaher消耗品的需求[1] - Danaher在五年内股息增长100%,而股价仅上涨15%[2] 公用事业与能源需求 - AI数据中心耗电量巨大,相当于小型城市的用电规模,推动对公用事业服务的需求[2] - Reaves Utility Income Fund是一只封闭式基金,股息率为6.2%,投资于公用事业股票[2] 消费品与食品行业 - Hershey Foods拥有强势品牌组合,包括Reese's、Hershey Bars等,在糖果 aisle占据主导地位[2] - 公司通过自动化、成本控制和产品提价应对可可成本上涨,现金流已出现反弹[2] - 过去五年Hershey股息增长70%,而股价表现平平,形成“股息磁铁”效应[2]
Bitcoin, Ethereum, XRP Surge. Why the Crypto Rebound Has Reached a Key Moment.
Barrons· 2025-12-03 18:20
Cryptocurrencies continued their strong rebound Wednesday but investors may fear it's another false dawn. ...
Endeavour Announces Total Voting Rights
Globenewswire· 2025-12-03 18:19
ENDEAVOUR ANNOUNCES TOTAL VOTING RIGHTS London, 03 December 2025 – Endeavour Mining Plc (LEI: 529900NI5MXQ91GHXR07, LSE: EDV, TSX:EDV) (“the Company”) The following notification is made in accordance with the UK Financial Conduct Authority's (“FCA’s”) Disclosure Guidance and Transparency Rule 5.6. As at close of business on 30 November 2025, the issued ordinary share capital of the Company was 241,331,005 ordinary shares of US$0.01 each. There were no ordinary shares held in treasury pending cancellation a ...
American Eagle shares jump as celebrity campaigns to bolster holiday demand
Reuters· 2025-12-03 18:18
American Eagle Outfitters' shares surged nearly 12% before the bell on Wednesday after the retailer lifted its annual sales forecast, betting on celebrity partnerships and marketing campaigns to boost... ...
META’s New SAM 3 AI Model Drives Analyst Optimism and a $900 Price Target
Yahoo Finance· 2025-12-03 18:16
评级与目标价 - Citizens银行重申对Meta Platforms Inc的“市场表现优于大盘”评级,目标股价为900美元 [1] 人工智能技术进展 - Meta于11月19日推出Segment Anything Model 3(SAM 3),这是一个可提示的计算机视觉系统,能够通过文本提示、图像示例或两者结合来检测、分割和跟踪视觉概念 [2] - SAM 3模型更新提升了公司理解图像和视频中物体的能力,并能跟踪视觉概念 [3] - 该技术使Meta的数据引擎能够更高效地扩展,负提示的标注速度比人工标注快5倍,正提示的标注速度快36% [3] 数据与业务影响 - 通过此项技术进步,Meta创建了一个包含400万个独特概念的数据集 [4] - 人工智能驱动的改进预计将对Meta平台上的用户参与度和广告表现产生积极推动作用 [4] - 公司持续扩大其广告能力,并在人工智能和元宇宙领域进行大量投资 [4]
Manipal Hospitals said to file $1 billion IPO in January
BusinessLine· 2025-12-03 18:15
Manipal Health Enterprises Pvt. is planning to file for a $1 billion initial public offering in January, according to people familiar with the matter, setting the stage for the biggest such listing by a hospital operator in India.The company is targeting a valuation of as much as $13 billion, the people said, asking not to be identified because the information is private. The IPO will comprise a fresh issue of shares as well as an offer for sale by existing investors, they said, adding that final details ma ...
A financially independent trader who consistently beats the S&P 500 shares 3 pieces of advice for retail investors in 2026
Business Insider· 2025-12-03 18:15
投资业绩记录 - 自2007年开始交易以来,仅最初两年录得负回报,2018年至2022年间平均回报率为24.6% [1] - 2023年实现三位数回报,为表现最强年度,2025年至今投资组合回报率达79%,有望成为第三强年度 [2] 长期投资策略 - 建议普通投资者为构建长期财富应采取风险较低的被動投资策略,而非主动交易 [2] - 投资者应思考并押注未来3至5年世界的发展趋势,使投资组合与之匹配,例如看好人工智能等增长领域 [4] - 建立持续投资习惯的最简单方法是设置自动定投,每月将特定金额从支票账户转入投资账户 [6] 人工智能投资主题 - 认为人工智能将是未来价值集中领域,并看好其长期颠覆性潜力 [4][5] - 投资人工智能主题可通过多种方式实现,包括直接或间接相关的半导体公司(如美光、英伟达、英特尔),或科技行业ETF(如XLK),或更宽泛的纳斯达克QQQ ETF [5] - 建议忽略人工智能泡沫的讨论,采用定投策略,长期来看市场时机并不重要 [5] 财富积累方法 - 财富积累需让资金持续工作,尽早开始并坚持投资是关键,不应因价格高而犹豫或等待市场回调 [6] - 增加投资本金可加速财富增长,建议通过争取加薪或开展副业来提升收入 [7][8] - 更积极地增长收入能更快实现财务独立,从而将资源投入到个人重视的领域 [8]
Touchstone Value Fund Q3 2025 Portfolio Update
Seeking Alpha· 2025-12-03 18:15
At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active strategies or serves as a complement to passive strategies. That is the power of Distinctively Active. Touchstone Funds are offered ...