Value and Growth Investing
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Farmland Partners: Low Regular Yield, But Don't Discount The Land Sales
Seeking Alpha· 2025-11-04 02:14
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
The Middleby Corporation Remains Attractive Even After Shares Have Fallen (NASDAQ:MIDD)
Seeking Alpha· 2025-11-03 14:35
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
4 Best Value And Growth Stocks (Yes, They Can Coexist)
Seeking Alpha· 2025-10-30 20:00
I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks , which selects the two most attractive stocks to buy each month, and also determines when to sell them.After years of easy money and growth-at-any-price investing, the market’s mood is bound to shift, and now is a good time to look for more reasonable valuations. With inflation still above comfortable levels, andSteven Cress i ...
TreeHouse Foods Looks Delectable (NYSE:THS)
Seeking Alpha· 2025-10-30 06:39
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
There's Still No Place Like Home
Etftrends· 2025-10-29 03:23
Earnings in the US Continue to Propel US Past International By Adam Grossman, CFA Content continues below advertisement Summary Our Framework: 'Price Matters'… but So Does Macro and Earnings Data A question RiverFront often gets is when we will go 'overweight' on international equities, after almost fifteen years of disappointing returns. Emerging Markets (EM) and Developed International (EAFE) indices are both beating US markets year-to-date, which has only happened 3 years in the last decade. It is a fair ...
SLR Investment: A BDC With Less Risk, And More Upside Than Some Peers
Seeking Alpha· 2025-10-22 23:35
公司概况 - SLR投资公司是一家业务发展公司 也被称为BDC 其股票代码为SLRC 在纳斯达克上市 [1] - 该公司是收益导向型股票 适合希望最大化股息支付的红利投资者 [1] 作者背景 - 文章作者来自一个长期投资家族 过去几年完全沉浸在市场中学习 [1] - 作者的投资方法是价值与增长相结合 近期重点在微市值公司 [1] - 作者的兄弟Adam Ebbinghouse也是Seeking Alpha的撰稿人 [1]
Ingredion Corporation: Shares Are Cheap, Especially With Projected Growth
Seeking Alpha· 2025-10-08 01:42
服务核心定位 - 提供专注于石油和天然气领域的投资服务和社区 [1] - 服务重点在于现金流以及能够产生现金流的公司 [1] - 旨在发掘具有真实潜力的价值和增长前景 [1] 订阅者服务内容 - 订阅者可使用一个包含50多只股票的投资模型账户 [1] - 可获得对勘探与生产公司进行的深入现金流分析 [1] - 提供关于该行业的实时聊天讨论 [1] 市场推广 - 提供为期两周的免费试用 [2]
Viridian Therapeutics: De-Risked Leadership In Thyroid Eye Disease (NASDAQ:VRDN)
Seeking Alpha· 2025-09-26 22:56
投资背景与理念 - 投资策略融合价值与成长型投资 注重理解企业基础经济状况 评估其竞争优势的持久性以及持续产生自由现金流的能力 [1] - 投资风格趋于温和保守 在寻求上涨潜力的同时优先控制下行风险 近年来逐步向创收资产如派息股票和房地产投资信托基金进行再平衡 [1] - 投资目标不仅是追求高回报 更在于获得内心的平静 倾向于长期持有高质量企业 让时间和复利发挥作用 [1] 行业关注与经验 - 在石油和天然气行业拥有近25年从业经验 主要在工程 运营和项目管理交叉领域工作 [1] - 对美国股市保持长期且严肃的关注 重点聚焦于科技 能源和医疗保健行业 [1] - 投资理念受到在不容有错的行业中所培养的效率 谨慎和纪律性特质的影响 [1]
DTE Energy: Growth From Data Centers, Pressure From Regulation (NYSE:DTE)
Seeking Alpha· 2025-09-23 22:38
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
Eagle Materials: Near-Term Weakness Is Expected (Downgrade) (NYSE:EXP)
Seeking Alpha· 2025-09-16 05:17
服务内容 - 提供专注于石油和天然气的投资服务和社区 [1] - 重点关注现金流及产生现金流的公司 [1] - 提供包含50多只股票的投资组合模型账户 [1] - 提供勘探与生产公司的深入现金流分析 [1] - 提供关于该行业的实时在线聊天讨论 [1] 服务价值主张 - 服务导向为发现具有真实潜力的价值和增长前景 [1] - 新用户可注册享受为期两周的免费试用 [2]