Workflow
Reducing My LendingClub Rating Due To Macro Concerns
Seeking Alpha· 2025-08-03 23:59
投资组合操作 - 在2024年9月底将LendingClub (NYSE: LC)加入价值投资组合 该股票此后表现优异 [1] 交易者背景 - 交易者拥有工程学背景及数十年咨询工程经验 并将分析技能应用于20年以上的投资交易中 采用逆向投资风格 [2] - 交易者在Forbes PJM等媒体发表过投资评论文章 [2] 持仓披露 - 交易者通过股票、期权或其他衍生品持有LendingClub (LC)的多头头寸 [3]
UnitedHealth: Everyone Is Overreacting
Seeking Alpha· 2025-08-03 23:58
German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNH 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 (other than from Seeking Alpha). I have no business relationship w ...
Berkshire Hathaway: The Bubble Burst - Is It Time To Buy?
Seeking Alpha· 2025-08-03 23:50
Last quarter, it was pretty easy to put Berkshire Hathaway (NYSE: BRK.A )(NYSE: BRK.B ) into the "Don't Buy" pile. My last article came out the weekendI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to hold positi ...
The S&P 500 Has Reached an All-Time High: Should You Invest Now or Wait for a Correction?
The Motley Fool· 2025-08-03 23:30
Stock prices have been soaring, but many investors are worried about the future.The S&P 500 (^GSPC -1.60%) has been breaking records over the last few weeks, officially reaching a new all-time high in July. As of this writing on Aug. 1, it's up by about 25% from its low point in April.However, not everyone is optimistic about the market right now. In fact, one-third of U.S. investors say they are feeling "bearish" about where stocks will be in the next six months, according to the most recent weekly survey ...
RBGLY DEADLINE TOMORROW: ROSEN, A TOP RANKED LAW FIRM, Encourages Reckitt Benckiser Group PLC Investors to Secure Counsel Before Important August 4 Deadline in Securities Class Action – RBGLY
GlobeNewswire News Room· 2025-08-03 23:03
NEW YORK, Aug. 03, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of American Depositary Shares (“ADSs”) of Reckitt Benckiser Group PLC (OTC: RBGLY) between January 13, 2021 and July 28, 2024, both dates inclusive (the “Class Period”), of the important August 4, 2025 lead plaintiff deadline. SO WHAT: If you purchased Reckitt ADSs you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. ...
LMT Investors Have the Opportunity to Lead the Lockheed Martin Securities Fraud Lawsuit with Faruqi & Faruqi, LLP
Prnewswire· 2025-08-03 22:55
诉讼背景 - 律师事务所Faruqi & Faruqi正在调查洛克希德·马丁公司涉嫌违反联邦证券法的行为 投资者可在2025年9月26日前申请成为集体诉讼的首席原告[2] - 诉讼指控公司及高管存在虚假陈述或未披露关键信息 包括内部控制失效 合同风险评估不准确 履约能力夸大等问题[4] 财务损失事件 - 2024年10月22日 公司因航空业务分类项目成本超支确认8000万美元损失 股价当日下跌37.63美元(6.12%)至576.98美元[5] - 2025年1月28日 公司在航空与导弹业务确认17亿美元税前损失 导致2024年净利润降至53亿美元(每股22.31美元) 较2023年69亿美元(每股27.55美元)下降23% 股价单日跌幅达9.2%[6][7] - 2025年7月22日 公司追加确认16亿美元税前损失 其中航空分类项目占9.5亿美元 加拿大海事直升机项目占5.7亿美元 净利润骤降至3.42亿美元(每股1.46美元) 股价暴跌10.8%[8][9] 业务问题细节 - 航空业务连续受挫 主要因设计集成测试挑战及性能问题导致成本超支[8] - 导弹与火控业务损失13亿美元 源于项目需求变化及与客户供应商的沟通问题[6] - 直升机项目出现重大亏损 加拿大项目因新增任务能力/后勤支持需求 土耳其项目因进度延迟[8][9] 市场反应 - 三次重大损失公告均伴随异常高成交量 股价累计跌幅达28.8%(从576.98美元跌至410.74美元)[5][7][9] - 诉讼涉及时间段为2024年1月23日至2025年7月21日 损失超7.5万美元的投资者可参与维权[1]
Lennar: Valuation Disconnect With Earnings Potential
Seeking Alpha· 2025-08-03 22:45
Lennar (NYSE: LEN ) is one of the largest housing developers in the United States, and I believe its shares are worth purchasing right now. The company was able to adapt to the new realities ofHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real stor ...
Exxon Mobil: Plans To Grow Earnings In Place
Seeking Alpha· 2025-08-03 22:41
I analyze oil and gas companies like Exxon Mobil and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here ...
Anheuser-Busch InBev: Overdone Sell-Off Creates Attractive Opportunity
Seeking Alpha· 2025-08-03 22:40
I started building a long position in Anheuser-Busch InBev ( BUD ) at the end of last year and earlier this year but before I could establish a full position the share price had alreadyHe is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash fl ...
SOC Investors Have the Opportunity to Lead the Sable Offshore Securities Fraud Lawsuit with Faruqi & Faruqi, LLP
Prnewswire· 2025-08-03 22:40
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 Sable Offshore To Contact Him Directly To Discuss Their OptionsIf you suffered losses exceeding $50,000 in Sable Offshore between May 19, 2025 and June 3, 2025 and/or pursuant to Sable's May 21, 2025 secondary public offering (the "SPO") and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You ...