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ONEOK Delivers Record Results, Primed For Rebound (Rating Upgrade)
Seeking Alpha· 2025-10-30 02:22
It has been a while since I last reviewed ONEOK, Inc. ( OKE ), and the company has lost 15.33% for shareholders in total "non" return, while the S&P 500 ( SP500 ) hasAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified rea ...
Canadian Natural: Undervalued Strength In A Volatile Oil Market
Seeking Alpha· 2025-10-29 23:31
It has been a couple of months since I last reviewed Canadian Natural Resources , and it has been a roller coaster of emotions for the Oil & Gas industry following the decline in crude prices. CNQ hasAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ha ...
United Parcel Service: Why This Turnaround Is Just Getting Started
Seeking Alpha· 2025-10-29 19:19
For many shoppers and all around consumers, United Parcel Service ( NYSE : NYSE: UPS ) has been a staple of reliability and deliveries ever since it was founded in 1907. With the company justAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been un ...
Alliance Resource Partners: A Value AI Bet
Seeking Alpha· 2025-10-29 00:20
投资策略与偏好 - 投资策略侧重于分析基本面强劲且现金流良好但被低估或不受市场欢迎的公司和行业 [1] - 对石油天然气和消费品等行业有特定兴趣 [1] - 倾向于长期价值投资 但有时也会参与交易套利机会 例如微软收购动视暴雪、Spirit Airlines与JetBlue合并以及日本制铁收购美国钢铁等案例 [1] - 回避难以理解的业务 例如高科技或某些时尚类消费品 同时对加密货币持怀疑态度 [1] 关注公司案例 - Energy Transfer公司曾是不受市场欢迎但被分析师发现并持有的案例 [1] - 在日本制铁收购美国钢铁的交易中 以每股50.19美元的完美价格退出 [1] 研究目标与社区 - 旨在通过平台与志同道合的投资者联系 分享见解 并建立一个寻求卓越回报和明智决策的协作社区 [1] - 目前的目标是审视每一家上市公司 [1]
Bristol-Myers Squibb: This High FCF Yield Is The Best Value In Healthcare
Seeking Alpha· 2025-10-24 05:20
投资策略与关注领域 - 投资策略侧重于分析基本面强劲且现金流良好但被市场低估或冷落的公司与行业 [1] - 投资风格以长期价值投资为主 偶尔参与交易套利机会 例如微软收购动视暴雪 精灵航空与捷蓝航空合并 新日铁收购美国钢铁 [1] - 回避难以理解的业务领域 包括高科技和部分消费品如时尚行业 以及加密货币 [1] 特定公司关注 - 百时美施贵宝公司因其估值优势在医疗保健领域被多次提及 [1] - 能源转移公司是另一个被关注的案例 该公司在无人问津时被发掘并持有至今 [1]
Viking Therapeutics: The Prime Target In The Obesity Gold Rush
Seeking Alpha· 2025-10-23 22:05
On my quest for the best pharmaceutical companies to snatch up while the sector has been facing a downturn, I came across Viking Therapeutics, Inc. (NASDAQ: VKTX ), which seems to be one of retailAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has be ...
ZIM Integrated: Appears Undervalued With Strong Free Cash Flows
Seeking Alpha· 2025-10-23 12:00
ZIM Integrated Shipping Services (NYSE: ZIM ) has been one of those companies that came up on many income-focused investors' radars as it carried a massive dividend yield. With that in my mind, I want toAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ...
GE Vernova: Don't Pay Tech Prices For Industrial Margins (Rating Downgrade) (NYSE:GEV)
Seeking Alpha· 2025-10-23 04:26
文章核心观点 - 作者的投资策略聚焦于基本面强劲且现金流良好但被市场低估或冷落的公司和行业 例如能源和消费品领域 [1] - 作者倾向于长期价值投资 但偶尔也会参与交易套利机会 [1] - 作者回避其无法理解的业务 例如高科技 某些时尚消费品和加密货币 [1] 作者投资背景与偏好 - 作者是一名注重细节的投资者 具备扎实的金融和商业写作基础 [1] - 作者通过Seeking Alpha平台旨在与志同道合的投资者联系 分享见解 并建立一个寻求卓越回报和明智决策的协作社区 [1]
Philip Morris: The Tobacco Company To Buy (NYSE:PM)
Seeking Alpha· 2025-10-22 22:35
投资策略 - 投资策略专注于分析基本面强劲且现金流良好但被低估和不受欢迎的公司或行业 [1] - 对石油天然气和消费品等行业有特定兴趣 [1] - 倾向于回避难以理解的高科技或某些消费品(如时尚)业务以及加密货币 [1] 过往交易案例 - 曾参与微软/动视暴雪、Spirit Airlines/Jetblue以及Nippon/美国钢铁等可能的交易套利案例 [1] - 在美国钢铁的交易中以每股50.19美元的完美价格退出 [1]
Philip Morris: The Tobacco Company To Buy
Seeking Alpha· 2025-10-22 22:35
Philip Morris International Inc. (NYSE: PM ) has been on my radar since I reviewed its American operation-based equivalent, Altria ( MO ). The company just released its Q3 earnings , and theAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unl ...