long term growth and dividend growth investing

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Fair Isaac: Fairly Valued After Stock Consolidation
Seeking Alpha· 2025-05-22 20:09
Mr. Market's restlessness and agitation keep stirring stocks. After seeing the main indices sharply fall to then recover, it is now the turn of a surprising company: Fair Isaac Corporation (NYSE: FICO ).I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver o ...
Hudson Technologies Roars: Volatility Or Value?
Seeking Alpha· 2025-05-10 02:04
公司业绩与股价表现 - Hudson Technologies在财报发布后股价大幅上涨20%随后在第二天回调下跌4% [1] - 尽管股价波动但公司营收和每股收益(EPS)均出现同比下降 [1] 投资策略与关注重点 - 长期投资策略聚焦于增长型股票和股息增长型公司覆盖美国和欧洲市场 [2] - 投资逻辑更看重盈利能力而非低估值重点关注利润率自由现金流稳定性和投资资本回报率 [2] - 研究范围限于能力圈内对高质量公司会进行深度分析 [2] 分析师持仓情况 - 分析师持有Hudson Technologies的多头头寸包括股票期权或其他衍生品 [3] - 分析内容基于独立研究未接受除Seeking Alpha外的其他报酬 [3]
From Weather Woes To Winning Strategies: Texas Roadhouse's Q1 Story
Seeking Alpha· 2025-05-09 21:25
Texas Roadhouse (NASDAQ: TXRH ) often flies under the radar in a market where all the hype usually gravitates around AI companies. After all, it is just a restaurant chain that sells beef for dinner. And yet, the company has proven over and overI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize t ...
Stellantis: Q1 Shipments And Revenues Suggest More Pain Is Coming
Seeking Alpha· 2025-05-02 18:38
投资策略 - 长期关注增长型和股息增长型投资 重点关注美国和欧洲股市 [1] - 寻找被低估股票或高质量股息增长公司 以获取现金流进行再投资 [1] - 盈利能力比低估值更能驱动收益 因此高度重视利润率 自由现金流稳定性和增长 以及投资资本回报率 [1] Stellantis股票 - 2020年6月首次选择Stellantis股票 当时市场正从新冠疫情导致的急剧下跌中复苏 [1] - 认为Stellantis股票值得长期关注并多次提及 [1] 研究偏好 - 专注于能力范围内的股票研究 对高质量公司会持续深入研究 [1]