DEM: High Exposure To China And Lagging Some Peers
Seeking Alpha· 2025-08-11 22:00
Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn moreFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic st ...
CommScope: Selling CCS Opens Door For Potential Margin Expansion And Cash Flow Growth
Seeking Alpha· 2025-08-11 22:00
The sale of the Connectivity and Cable Solutions ('CCS') segment of CommScope Holding Company, Inc. (NASDAQ: COMM ), which is expected to be completed in 2026, is expected to provide a one-time boost inAs a self-taught retail investor, I’m interested to share insights through thoughtful, research-driven articles. I’m glad you’ve taken the time to visit my profile, and I hope my content provides value and sparks new ideas for your investment strategy.If you're considering a Premium or Alpha Picks subscriptio ...
Is Most-Watched Stock PDD Holdings Inc. Sponsored ADR (PDD) Worth Betting on Now?
ZACKS· 2025-08-11 22:00
股票表现 - 过去一个月公司股价上涨8.9%,同期Zacks S&P 500指数上涨2.7%,所属的Zacks互联网-电商行业上涨1.7% [2] 盈利预测 - 当前季度每股收益预期为1.91美元,同比下降40.3%,过去30天共识预期下调2.8% [5] - 当前财年共识盈利预期8.7亿美元,同比下降23.1%,过去30天预期下调1.6% [5] - 下一财年盈利预期11.28亿美元,同比增长29.7%,过去30天预期下调1.3% [6] - 公司Zacks Rank评级为5级(强烈卖出),反映盈利预期下调趋势 [7] 收入预测 - 当前季度收入预期14.28亿美元,同比增长6.9% [11] - 当前财年收入预期59.22亿美元,同比增长8.3% [11] - 下一财年收入预期67.95亿美元,同比增长14.7% [11] 最新财报 - 上季度收入13.18亿美元,同比增长9.7%,低于预期6.93% [12] - 上季度每股收益1.56美元,低于去年同期的2.83美元,低于预期37.35% [12] - 过去四个季度中,公司两次超过盈利预期 [13] 估值 - 公司估值指标与同行相当,Zacks价值风格评分为C级 [17]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of GSK plc - GSK
Prnewswire· 2025-08-11 22:00
公司动态 - GSK plc正在接受Pomerantz LLP的调查 调查涉及公司及其部分高管是否涉嫌证券欺诈或其他非法商业行为 [1] - 2025年7月17日 GSK宣布美国FDA肿瘤药物咨询委员会(ODAC)投票反对Blenrep(belantamab mafodotin-blmf)组合疗法在提议剂量下的总体获益/风险比 [2] - 受上述消息影响 GSK美国存托凭证(ADR)价格当日下跌1 81美元/股(跌幅4 73%) 收盘报36 47美元/股 [2] 法律事务 - Pomerantz LLP在纽约 芝加哥 洛杉矶 伦敦和巴黎设有办事处 是公司证券和反垄断集体诉讼领域的领先律所 [3] - 该律所由集体诉讼领域先驱Abraham L Pomerantz创立 80多年来专注于证券欺诈 信托义务违反和公司不当行为的受害者权益保护 [3] - Pomerantz LLP曾代表集体诉讼成员获得过多项数百万美元的损害赔偿 [3]
NVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Spectrum Pharmaceuticals, Inc. of Class Action Lawsuit and Upcoming Deadline - SPPI
Prnewswire· 2025-08-11 22:00
诉讼案件 - 波默兰茨律师事务所宣布重新开放针对Spectrum Pharmaceuticals公司投资者的证券集体诉讼首席原告任命程序 [1] - 诉讼涉及Spectrum及其部分高管是否从事证券欺诈或其他非法商业行为 [2] - 投资者需在2025年9月24日前向法院申请成为首席原告 [3] 公司背景 - Spectrum是一家专注于肿瘤治疗的生物制药公司 [3] - 诉讼指控Spectrum就其Pinnacle研究(涉及肺癌治疗药物poziotinib的临床试验)向投资者作出虚假或误导性陈述 [3] 律所信息 - 波默兰茨律师事务所在纽约、芝加哥、洛杉矶、伦敦、巴黎和特拉维夫设有办事处 [4] - 该律所在公司、证券和反垄断集体诉讼领域享有盛誉 [4] - 律所已为集体诉讼成员追回多笔数百万美元的损害赔偿 [4]
Proto Labs: Stronger Growth Is Supportive Of The Stock
Seeking Alpha· 2025-08-11 22:00
I previously suggested that Proto Labs (NYSE: PRLB ) offered limited upside. The stock is up around 16% since then, due to a combination of improved cash flows and growth. CapEx is unsustainably low at the moment, though, and Proto Labs' revenue mix continues toRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by ...
AmpliTech: Emerging Player In 5G, Strong Business Momentum, Beneficiary Of Secular Tailwinds
Seeking Alpha· 2025-08-11 21:51
Being the first one to cover a stock on Seeking Alpha is something that is exciting, but it also comes with a price, namely that even higher standards should be applied to a company presentation in such a case. AgainstWorking in the M&A department of a large European bank; extensive specialized valuation knowledge for various purposes, e.g. M&A advice (sell side & buy side), fairness opinions, restructuring, squeeze-outs; particularly interested in event-driven and deep value opportunities"Life is a Game of ...
Holley (HLLY) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2025-08-11 21:51
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...
Sterling Infrastructure (STRL) is on the Move, Here's Why the Trend Could be Sustainable
ZACKS· 2025-08-11 21:51
趋势投资策略 - 短期趋势投资是盈利性最强的策略但趋势可持续性难以判断[1] - 趋势反转可能导致短期资本损失需结合基本面因素确认如盈利预期上调等[2] - 筛选工具"Recent Price Strength"通过52周高低区间上轨交易等条件锁定趋势股[3] Sterling Infrastructure(STRL)投资亮点 - 12周内股价上涨60.5%反映市场对其上行潜力的认可[4] - 过去4周维持25.2%涨幅显示趋势延续性[5] - 当前交易于52周高低区间91.5%位置接近突破点[5] 基本面评级 - Zacks Rank 2(买入)位列4000只股票前20%盈利预期调整趋势优异[6] - Zacks Rank 1股票历史年均回报达25%(1988年起)[7] - 券商平均推荐评级为强烈买入(Strong Buy)[7] 筛选工具应用 - 除STRL外多只股票通过"Recent Price Strength"筛选标准[8] - Zacks提供45种以上策略筛选工具适应不同投资风格[8] - 策略回溯测试工具Research Wizard可验证历史盈利能力[9]
TransAct Technologies (TACT) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2025-08-11 21:51
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...