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Evolution Petroleum: Another Acquisition Closed
Seeking Alpha· 2025-09-14 22:36
I analyze oil and gas companies like Evolution Petroleum 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 ...
CTO Realty Growth: The Market Is Missing The Turnaround
Seeking Alpha· 2025-09-13 20:06
CTO Realty Growth (NYSE: CTO ) remains an undervalued REIT that the market sees all of its faults and none of its potential. The stock is down over 15% YTD in large part due to the priceI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appr ...
Lithium Argentina: Playing A Lithium Bottom
Seeking Alpha· 2025-09-12 23:37
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LAR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece ...
2 Undervalued Healthcare Stocks to Buy in 2025 and Hold for Decades
The Motley Fool· 2025-09-11 16:59
诺和诺德公司分析 - 公司低估了其抗肥胖药物Wegovy在美国上市时的需求 且礼来公司推出了比Wegovy更有效的下一代抗肥胖药物[3] - 司美格鲁肽市场份额流失导致股价在过去12个月下跌68% 但管理层预计经汇率波动调整后今年营业利润将增长10%至16%[4] - 公司远期市盈率仅为13.8倍 相对于两位数百分比增长的盈利表现显得过低[5] - 司美格鲁肽耐受性相对较好 患者发生心血管事件的风险比使用礼来tirzepatide的患者低57%[6][7] - 司美格鲁肽专利预计最早2032年才到期 目前股价提供3.1%的股息收益率 自2021年以来年度股息支付已增加一倍以上[9] Healthpeak Properties公司分析 - 作为房地产投资信托基金 公司为全球大型制药企业及生物技术初创公司收购和建造实验室[12] - 去年3月与Physicians Realty Trust合并 通过增加大量医疗办公楼实现投资组合多元化 但股份增加导致被迫削减股息支付[12] - 管理层预计今年运营资金(FFO)将达到指导范围中值每股1.84美元 当前股价约18美元 对应今年调整后FFO预期约为10倍市盈率[13] - 按近期价格计算 公司提供6.8%的股息收益率 适合长期持有[14] 行业背景 - 标普500指数成分股的平均股价已飙升至过去12个月收益的24.8倍[1] - 2023年美国处方药总支出增长11.4% 达到4497亿美元[10] - 处方药占医疗总支出不足10% 具有显著价值 proposition[11] - 尽管初创生物技术企业融资放缓 但药物需求并未下降[10]
AT&T: How The EchoStar Deal Is Different
Seeking Alpha· 2025-09-06 03:07
I analyze oil and gas companies, related companies, and AT&T 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 for a fr ...
Shell: The Refocusing Effort Continues
Seeking Alpha· 2025-09-04 21:02
行业分析 - 石油和天然气行业具有典型的周期性特征 呈现繁荣与萧条交替的波动格局 [2] - 行业分析需要长期关注和丰富经验 对行业周期的理解至关重要 [2] 研究服务 - 石油与天然气价值研究服务专注于寻找被低估的油气公司投资机会 [1] - 研究内容涵盖公司资产负债表分析 竞争地位评估和发展前景研判 [1] - 会员可优先获得分析报告 并享有免费网站未发布的独家公司研究内容 [1] 分析师背景 - 分析师为退休注册会计师 同时拥有工商管理硕士和文学硕士学位 [2] - 长期专注于石油和天然气行业研究 具备多年行业分析经验 [2]
Baytex Energy: Cost Reduction Signals Better Times Ahead
Seeking Alpha· 2025-09-02 21:29
I analyze oil and gas companies like Baytex Energy 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 her ...
Vaalco Energy: Growth Ahead
Seeking Alpha· 2025-09-02 13:19
公司分析 - Vaalco Energy是一家相对较小的离岸油气业务参与者 其股票代码为NYSE EGY [2] - 公司第二季度产量按原计划触及"最低点" 原因为一艘浮式生产储卸油装置FPSO正在进行维修 [2] 行业特征 - 油气行业属于典型的周期性行业 具有繁荣与萧条交替的显著特征 [2] - 该行业投资需要耐心和经验 属于长周期运作模式 [2] 研究服务 - Oil & Gas Value Research服务专注于油气领域被低估标的的研究 [1] - 研究覆盖公司资产负债表、竞争地位和发展前景等全方位分析 [1] - 付费会员可优先获得分析报告 并包含免费网站未发布的公司研究内容 [1] 作者背景 - 分析师为退休注册会计师 拥有MBA和MA学位 [2] - 长期专注于油气行业研究 具备多年行业分析经验 [2] - 通过股票、期权或其他衍生品持有EGY的多头头寸 [3]
Cal-Maine Foods: Extremely Undervalued After A Great Year
Seeking Alpha· 2025-08-30 00:23
公司概况 - Cal-Maine Foods Inc 是一家总部位于密西西比州的鸡蛋生产商 业务覆盖美国所有地区 主要从事鸡蛋生产和分销 [1] 财务表现 - 在截至2025年5月31日的最近财年中 公司实现了66.9%的显著增长 [1] 作者背景 - 作者为康奈尔大学学生 来自加州圣地亚哥的年轻投资者 对房地产、专业服务、新兴技术和工业领域有深入研究兴趣 [1] - 作者曾为Touchstone Research团队撰写多篇研究报告 包括对万豪、Dream Finders Homes、Powell Industries和Toll Brothers等公司的分析 [1] - 作者强调问责制和透明度原则 并参与举报组织Ravens for Transparency 曾利用加州公共记录法案获取政府支出信息 [1]
CorMedix: The Undervalued Breakthrough
Seeking Alpha· 2025-08-26 14:41
公司财务表现 - CorMedix公司近期从多年亏损转向盈利 且盈利速度非常快 [1] - 公司股价已上涨170% 但远期市盈率仍保持在8倍的较低水平 [1] 投资评级 - 基于公司盈利能力和估值水平 给予"买入"评级 [1] 分析师背景 - 分析师Bashar是Seeking Alpha特约撰稿人 专注于多空投资策略 主要覆盖北美市场 [1] - 拥有伦敦大学玛丽女王学院金融硕士学位和米德尔塞克斯大学经济学学士学位 [1] - 曾在英国投资基金工作 [1]