Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

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作者背景与投资哲学 - 作者在投资研究领域拥有超过43年的从业经验，现已退休并成为完全独立的研究者 [1] - 作者长期专注于基于规则和因子的股票投资策略，但强调其方法不同于传统的量化投资，其核心是将因子分析与金融基础理论及经典基本面分析相结合，以揭示公司及其股票的真实故事 [1] - 作者的投资哲学认为，投资关乎未来，而数据属于过去；数据的最佳用途是启发能够阐明未来可能发生情况的故事，即用数据服务于人类智慧生成的投资叙事 [1] 专业经验与能力范围 - 作者拥有覆盖全范围股票的经验，包括大盘股、小盘股、微型股、价值股、成长股、收益股及特殊情境股等 [1] - 作者曾开发并运用多种量化模型，并曾管理一只高收益固定收益基金 [1] - 作者的研究涉及量化资产配置策略，这些策略是当今机器人投顾的基础 [1] 出版与教育背景 - 作者曾编辑和撰写多份股票通讯，其中最著名的是《福布斯低价股报告》 [1] - 作者曾担任Value Line的助理研究总监 [1] - 作者长期热衷于投资者教育，曾举办众多关于股票选择与分析的研讨会，并著有《Screening The Market》和《The Value Connection》两本书 [1]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May of this year, I concluded that Sanmina ( SANM ) was set to become an AI play with and for AMD ( AMD ). A $3 billion deal to acquire ZT Systems' data center business was seenThe Value Invest ...

文章核心观点 - 文章作者Leo Nelissen是iREIT®+HOYA Capital团队的分析师 专注于供应链、基础设施和大宗商品相关的重大经济发展 其分析旨在提供深入的见解和可操作的投资建议 尤其侧重股息增长机会 [1] 分析师持仓披露 - 分析师本人通过股票、期权或其他衍生品持有TPL、LB、REXR公司的多头头寸 [2] - 文章内容为分析师个人观点 未因撰写本文获得相关公司补偿 与文中提及的任何公司无业务关系 [2]

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! ...

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! ...

分析师与平台免责声明 - 分析师声明其本人未持有文中提及的任何公司的股票、期权或类似衍生品头寸，且在接下来72小时内也无计划建立任何此类头寸 [1] - 分析师声明文章内容代表其个人观点，且除来自Seeking Alpha的报酬外，未因撰写此文获得任何其他补偿 [1] - 分析师声明与文中提及的任何股票所属公司均无业务关系 [1] - 文章内容仅为说明和教育目的，不构成对特定产品或服务的要约或财务建议 [2] - 文中信息不构成对所述证券的买卖要约或招揽 [2] - 所呈现信息被认为是事实且最新的，但不保证其准确性，也不应被视为对所讨论主题的完整分析 [2] - 观点表达仅反映作者在发布之日的判断，并可能发生变更 [2] - Seeking Alpha声明过往表现并不保证未来结果 [3] - 文章未就任何投资是否适合特定投资者给出推荐或建议 [3] - 所表达的任何观点或意见可能并不代表Seeking Alpha的整体观点 [3] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - 其分析师为第三方作者，包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [3]

市场普遍展望 - 多数对2026年的展望普遍认同看涨方向 主要驱动力包括持续的盈利增长 更宽松的金融条件以及中期选举 [1] - 普遍指出的主要风险是失业率上升以及股票普遍存在高估 [1] 分析师背景与投资方法 - 分析师自青少年时期开始接触股市 最初进行模拟交易 投资组合分散于宽基指数和少数个股 [1] - 早期个股回报远超宽基指数 促使分析师将焦点转向个股 但早期成功主要源于运气 后期转向更纪律化和分析性的方法 [1] - 当前主要采用波段交易策略 专注于被认为估值偏低的小型公司 [1] - 投资方法从最初的技术分析 发展为结合技术与基本面因素的综合平衡方法 [1] - 分析师使用衍生品以优化资金配置 [1] 持仓与关系披露 - 分析师通过股票 期权或其他衍生品对AMZN持有有益的多头头寸 [2] - 分析师与Dmitri Vinokurov关系密切 [1]

Apple stock ( AAPL ) is a long-term buy through dollar averaging based on the merging of three specific catalysts. One is the iPhone 17 supercycle, the monetization of Apple Intelligence through a high-margin Services shift, and itsAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f ...