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Siemens Healthineers: Healthcare Remains Attractive After 2025
Seeking Alpha· 2025-11-14 12:23
In an inflated market, like the one I believe we currently have, finding value or undervaluation is never the easiest thing. I would go so far as to say it becomes almost impossible after a while, not because some companiesWolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets. He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. m ...
Coterra Energy: Flexible Multi-Basin Oil And Gas Producer With Strong Free Cash Flow Generation
Seeking Alpha· 2025-11-14 08:20
Coterra Energy ( CTRA ) is an oil and gas producer with high-quality multi-basin assets across the US, with a stock that’s been relatively flat since their big deal with Cimarex Energy inAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide us ...
Lululemon: Stock Price Is Down, But Moat Remains Intact
Seeking Alpha· 2025-11-14 06:52
After reporting Q2 2025 earnings and revising its guidance down from 5% to 7% to 2% to 4%, Lululemon Athletica's ( LULU ) stock price plunged by almost 18%. For the quarter, Lululemon reported revenue of $2.5 billion and an EPSMy investing approach is finding companies with leadership economics associated with their business models and selling at a reasonable price. My articles will primarily discuss a company's strategy to drive growth, competitive advantage that drives superior return on capital, capital ...
HUYA: Eyes On Positive Revenue Growth And First Meaningful Operating Earnings (NYSE:HUYA)
Seeking Alpha· 2025-11-14 03:45
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get s ...
HUYA: Eyes On Positive Revenue Growth And First Meaningful Operating Earnings
Seeking Alpha· 2025-11-14 03:45
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get s ...
Novo Nordisk: Long-Term Brand Dominance At A Bargain
Seeking Alpha· 2025-11-14 03:32
Investor with more than 10 years in the stock market, with experience in the investment industry and Big Four. I have an MSc in Management with a major in Corporate Finance and a bachelor’s in Economics. I consider myself a value investor and love learning every day. Based in Milan (IT).PREVIOUS RESULTS & INVESTMENT RETURNS: I started investing in 2014, shortly after finishing my first year as a bachelor’s student. During the summer, I worked as a waiter in a beautiful restaurant on Lake Lecco (Italy) and s ...
ETF 360: GMO's LeGraw Unpacks Quality & Value
Etftrends· 2025-11-14 02:21
LeGraw on the Current Market Environment Asked about the current state of the market, LeGraw quipped, "In that classic battle between greed and fear, greed is definitely winning.†She noted that the S&P is up nearly 40% since its extremely rough April, but cautioned that people should look at the speculative side of the market. Artificial Intelligence stocks, unprofitable tech firms, and Bitcoin-adjacent firms are up anywhere from 75% to 200%, according to LegGraw. "These are companies that are priced for in ...
SHO or NHI: Which Is the Better Value Stock Right Now?
ZACKS· 2025-11-14 01:41
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks R ...
IVZ vs. BLK: Which Stock Is the Better Value Option?
ZACKS· 2025-11-14 01:41
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Invesco (IVZ) or BlackRock (BLK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets compan ...
AXS vs. KNSL: Which Stock Is the Better Value Option?
ZACKS· 2025-11-14 01:41
Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both Axis Capital (AXS) and Kinsale Capital Group, Inc. (KNSL) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a ...