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CNA Financial: The Moon Of Insurance Stocks - Predictable, Not Shining
Seeking Alpha· 2025-11-05 13:57
My thesis about CNA Financial ( CNA ) has almost never changed. In a few words, you are paid to be loyal. Period.The CrickAnt is an actuary for an insurance company utilizing his work experience to do analysis on insurance and reinsurance companies. He is a contributing author to the investing group Cash Flow Club where along with Darren McCammon and Jonathan Weber, they focus on company cash flows and their access to capital. Core features of the Cash Flow Club include: access to the leader’s personal inco ...
BTCI: Bitcoin Exposure, 30% Yield
Seeking Alpha· 2025-10-26 17:12
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfoli ...
Centene: High-Risk Buy With Huge Potential (NYSE:CNC)
Seeking Alpha· 2025-10-22 01:34
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Centene Corporation (NYSE: CNC ) is, like many other health insurance stocks, suffering from high costs right now. The outlook for the current year and for the third quarter, for which Centene will report earnings results soon (He is ...
Greenlight Capital Re: Transparency Improves, But Execution Still Matters
Seeking Alpha· 2025-08-27 18:29
作者背景 - CrickAnt为保险公司精算师 利用工作经验进行保险和再保险公司分析 [1] - 作为Cash Flow Club投资小组撰稿人 与Darren McCammon和Jonathan Weber共同关注企业现金流与资本获取能力 [1] 投资小组服务内容 - 提供核心服务包括:领导人目标收益率6%以上的个人收益投资组合通道 社区聊天功能 "最佳机会"清单 业绩透明度报告 [1] - 行业覆盖范围包含能源中游板块 商业抵押房地产投资信托基金 商业发展公司及航运领域 [1]
Plains All American: Very Attractive Yield Following Sell-Off
Seeking Alpha· 2025-06-05 21:19
投资组合目标 - Cash Flow Kingdom Income Portfolio的主要目标是实现7%-10%的整体收益率[1] - 通过结合多种不同收入来源形成稳定且具有吸引力的投资组合支付[1] - 投资组合价格可能波动但收入流保持稳定[1] 公司分析 - Plains All American Pipeline LP (PAA)(PAGP)是一家能源中游公司近期股价承压导致股息收益率上升[1] 分析师背景 - Jonathan Weber拥有工程学位长期活跃于股市并担任自由分析师多年[2] - 自2014年起在Seeking Alpha分享研究主要关注价值股和收益股偶尔涉及成长股[2] 投资领域覆盖 - Cash Flow Club投资小组专注于公司现金流和资本获取渠道[1] - 核心服务包括:访问目标收益率6%+的领导者个人收入组合、社区聊天、"最佳机会"清单[1] - 覆盖能源中游、商业抵押贷款REITs、商业发展公司(BDCs)和航运板块[1]
Tempus: Is This Ultra-Fast-Growing Company A Good Investment?
Seeking Alpha· 2025-05-21 05:55
投资组合目标 - Cash Flow Kingdom Income Portfolio 的主要目标是实现整体收益率在7%至10%之间 [1] - 通过结合多种收入流形成稳定且有吸引力的投资组合支付 [1] - 投资组合价格可能波动但收入流保持稳定 [1] 公司分析 - Tempus AI Inc (NASDAQ: TEM) 是一家医疗科技公司 过去增长表现良好 包括最近一个季度 [1] - 公司对今年剩余时间的展望乐观 [1] 投资服务内容 - Cash Flow Club 投资小组专注于公司现金流和资本获取 [1] - 核心服务包括访问领导者个人收入组合(目标收益率6%以上) 社区聊天 "最佳机会"列表等 [1] - 覆盖领域包括能源中游 商业mREITs BDCs和航运板块 [1] 分析师背景 - Jonathan Weber 拥有工程学位 长期活跃于股市并担任自由分析师多年 [2] - 自2014年起在Seeking Alpha分享研究成果 [2] - 主要关注价值和收益股票 偶尔涉及成长股 [2]