Reorganization And Beautiful FCF Growth Make Digital Turbine A Buy.
Seeking Alpha· 2025-01-11 13:51
Digital Turbine, Inc. (NASDAQ: APPS ) delivered impressive free cash flow growth in the most recent years, and appears to be conducting a large reorganization process. In my opinion, if APPS successfully reorganizes its business model, and exits certain legacy AdColony platformsLondon Stock Market Research is a service offered by an ex-investment banker from the city of London. After around 11 years in the industry, I decided to drop out, and made dollars out of what I learned in business. I appreciate valu ...
ZIM Integrated Shipping Services: High Dividends Amid Freight Rates Uncertainty
Seeking Alpha· 2025-01-11 13:21
投资风格与策略 - 投资组合中股票和看涨期权的分配比例约为50%-50% [1] - 采用逆向投资风格,偏好高风险和低流动性期权 [1] - 投资时间框架通常为3-24个月 [1] - 偏好因非经常性事件导致近期抛售的股票,尤其是内部人士在低价买入时 [1] - 主要使用基本面分析筛选公司,检查其财务健康状况、杠杆率,并与行业和板块的中位数和平均值进行比较 [1] - 对内部人士进行专业背景调查,确保其买入行为可信 [1] - 使用技术分析优化入场和出场点,主要依赖多色线条表示支撑和阻力水平 [1] 投资工具与方法 - 使用多色线条在周线图上绘制支撑和阻力水平 [1] - 偶尔绘制趋势线,采用多色模式 [1] - 主要关注美国市场,但也可能持有其他国家的股票 [1] 投资筛选与决策 - 通过筛选数千只股票,重点关注因非经常性事件导致抛售的公司 [1] - 基本面分析用于评估公司财务健康状况和杠杆率 [1] - 技术分析用于确定最佳交易时机 [1]
First Interstate: High Yield At A Great Price
Seeking Alpha· 2025-01-11 13:19
First Interstate BancSystem, Inc. (NASDAQ: FIBK ), founded in 1971 and headquartered in Billings, Montana, is a bank holding company that through its bank subsidiary, First Interstate Bank, provides financial services such as consumer/commercial banking, wealth management, and insurance offerings, primarily in theAnalyst’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 ...
Why Wall Street Has Been Too Bearish On Hershey
Seeking Alpha· 2025-01-11 11:49
The Hershey Company (NYSE: HSY ), the world-renowned chocolate maker with its iconic products like Hershey Kisses and Reese’s, has struggled immensely over the past year. While the S&P 500 ( SP500 ) saw gainsFinancial markets and the world of money has fascinated me since the young age of 14. Since 2007, I have engaged in investments and trading of stocks, options, mutual funds, bonds, ETFs, commodities, futures and forex. However, my main interest remains in stocks, mutual funds, and ETFs for the purposes ...
Adobe: Innovation In The Creative Cloud
Seeking Alpha· 2025-01-11 11:32
Adobe’s (NASDAQ: ADBE ) moat across creators and brand have given them a position as a multi-year compounder in the software industry. They possess a large recurring revenue stream, with a superior margin structure, and haveAnalyst’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 ( ...
AMD: An Attractive Valuation Despite AI Skepticism
Seeking Alpha· 2025-01-11 11:21
Over the last decade, CEO Lisa Su and her company, Advanced Micro Devices (NASDAQ: AMD ), have experienced a remarkable turnaround. Once struggling to keep pace with Intel ( INTC ), AMD now commands aI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio ...
Parker-Hannifin: High Flyer Benefiting From Strong Sentiment
Seeking Alpha· 2025-01-11 11:01
Parker-Hannifin Corporation (NYSE: PH ) is a leader in motion and control technologies, serving a broad range of industries with an impressive portfolio of products. More simply put, the company makes components that are used in diverse industrial applications and products. For example, browsingI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader ma ...
ENPH INVESTOR DEADLINE: Enphase Energy, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
Prnewswire· 2025-01-11 10:55
SAN DIEGO, Jan. 10, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Enphase Energy, Inc. (NASDAQ: ENPH) common stock between April 25, 2023 and October 22, 2024, inclusive (the "Class Period"), have until Tuesday, February 11, 2025 to seek appointment as lead plaintiff of the Enphase Energy class action lawsuit. Captioned The Trustees of the Welfare and Pension Funds of Local 464A - Pension Fund v. Enphase Energy, Inc., No. 24-cv-09038 (N.D. Ca ...
YETI: Great Buy Amid International Growth And Supply Chain Expansion
Seeking Alpha· 2025-01-11 10:50
As the stock market begins 2025 on choppy trading patterns, investors continue to be hard-pressed to find true value stocks that can surmount a broader market downturn. YETI (NYSE: YETI ), in my view, isWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017 ...
3 Stocks Tailored for Growth Focused Investors
ZACKS· 2025-01-11 10:01
Growth investing is a widespread strategy deployed, with investors targeting companies expected to grow their earnings and revenues at an above-average level. It’s a development that commonly follows through to share outperformance.These companies typically reinvest back into the business for expansion, commonly at the forefront of innovation. And for those seeking a group of strong growth stocks, Nvidia (NVDA) , Broadcom (AVGO) , and Palantir (PLTR) could all be considerations.Let’s take a closer look at e ...