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Universal: The Yield Is Attractive But Don't Expect Growth
Seeking Alpha· 2025-12-23 11:02
公司概况与行业背景 - Universal Corporation 是一家在停滞行业中经营的小型进出口商 [1] - 该公司因其作为“股息之王”的地位而可能被股息增长投资者所熟知 [1] 财务与股息表现 - 公司提供具有吸引力的6%股息收益率 [1] - 公司拥有长达55年的连续股息增长记录 [1]
IUSV: Value Stocks Are Not That Appealing Anymore (NASDAQ:IUSV)
Seeking Alpha· 2025-12-23 10:57
The iShares Core S&P U.S. Value ETF ( IUSV ), launched on 07/24/2000 by BlackRock Inc. and managed by BlackRock Fund Advisors, provides exposure to value stocks within the large- and mid-cap segments of the U.S. equity market. It chargesI began learning about markets when I was 19. Today, my trading is informed by macro insights and technical indicators.When I'm neither working on my next article nor reading about macro and markets, I either run, cycle, or lift (probably thinking about macro and markets whi ...
IUSV: Value Stocks Are Not That Appealing Anymore
Seeking Alpha· 2025-12-23 10:57
基金产品概况 - iShares Core S&P U.S. Value ETF (IUSV) 由贝莱德公司于2000年7月24日推出 并由贝莱德基金顾问公司管理 [1] - 该ETF主要投资于美国股市中大市值和中市值板块的价值股 [1] 作者背景 - 作者自19岁开始学习市场知识 [1] - 其交易决策基于宏观洞察和技术指标 [1]
Bandai Namco: Growth Isn't The Story--Unit Economics Are (OTCMKTS:NCBDF)
Seeking Alpha· 2025-12-23 10:55
公司业务与定位 - 万代南梦宫控股公司是一家全球性娱乐公司 [1] - 公司通过创造如高达和吃豆人等流行角色与故事并将其转化为玩具、游戏及其他娱乐体验来实现货币化 [1]
Atea Pharmaceuticals: Best-In-Class HCV Cure With Pivotal Readouts In 2026 (NASDAQ:AVIR)
Seeking Alpha· 2025-12-23 10:51
Atea Pharmaceuticals ( AVIR ) is developing antiviral treatments for hepatitis C (HCV) and hepatitis E (HEV) viruses. Their lead candidate is bemnifosbuvir/ruzasvir ((BEM/RZR)) being developed for HCV cure, currently being evaluated in two parallel phase 3 trials, one in North America andhttps://biotechpharmainvestor.substack.comBackground: Physician involved in clinical research. Investment style: Clinical-stage biotech stocks, long only, both long-term ideas and event-driven trading. My academic/medical b ...
Atea Pharmaceuticals: Potential Best-In-Class HCV Cure With Pivotal Readouts In 2026
Seeking Alpha· 2025-12-23 10:51
公司业务与产品管线 - Atea Pharmaceuticals (AVIR) 正在开发针对丙型肝炎病毒(HCV)和戊型肝炎病毒(HEV)的抗病毒疗法 [1] - 其主导候选药物是bemnifosbuvir/ruzasvir (BEM/RZR),旨在实现HCV的治愈,目前正在两项平行的3期临床试验中进行评估,其中一项在北美进行 [1] 作者背景与立场 - 文章作者是一名参与临床研究的医生,投资风格专注于临床阶段生物技术股票,仅做多,包括长期投资和事件驱动交易 [1] - 其学术和医学背景有助于评估生物技术股票的科学基本面 [1] - 作者声明在AVIR股票中拥有多头权益,可能通过股票、期权或其他衍生品持有 [2] - 文章表达作者个人观点,且除Seeking Alpha外未因本文获得其他报酬 [2]
Daily Journal Corporation Q4 Preview: Still Charting Its Path (NASDAQ:DJCO)
Seeking Alpha· 2025-12-23 10:40
作者背景与投资理念 - 作者采用价值投资理念 以所有者心态进行长期投资 不撰写看空报告或建议做空[1] - 作者职业生涯始于2020年至2022年在一家律师事务所担任销售角色 并成为顶级销售 后管理团队并参与销售策略制定 此经历有助于其通过销售策略评估公司前景[1] - 2022年至2023年作者在富达投资担任投资顾问代表 专注于401K规划 但因公司基于现代投资组合理论的方法与个人价值投资理念不符而选择离开[1] - 作者于2023年11月开始在Seeking Alpha平台撰写文章 分享其为自己寻找的投资机会[1]
Masco Corp: Faucets And Paint Can Drive A 16% Annual Return (NYSE:MAS)
Seeking Alpha· 2025-12-23 10:28
OK, I get it ... no-one really wants to start their day dreaming of faucets. But, over the years, when we ignored this product, Masco Corporation ( MAS ) has built its business as a key designer, manufacturer, andLincoln C. Wood, PhD, is a seasoned investor with 20 years of experience. He is an Associate Professor of Supply Chain and Operations Management at the University of Otago and an Adjunct Research Fellow at Curtin University. His research focuses on decision-making, risk management, and performance ...
Masco: Faucets And Paint Can Drive A Strong Annual Return
Seeking Alpha· 2025-12-23 10:28
OK, I get it ... no-one really wants to start their day dreaming of faucets. But, over the years, when we ignored this product, Masco Corporation ( MAS ) has built its business as a key designer, manufacturer, andLincoln C. Wood, PhD, is a seasoned investor with 20 years of experience. He is an Associate Professor of Supply Chain and Operations Management at the University of Otago and an Adjunct Research Fellow at Curtin University. His research focuses on decision-making, risk management, and performance ...
Global Industrial Looks Better Than A Typical Industrial Distributor (NYSE:GIC)
Seeking Alpha· 2025-12-23 10:17
I have my reservations on Global Industrial Company ( GIC ) in the short-to-medium term. It shows no lack of intent, either strategically or in operational execution. A majority of its currentI have more than 14 years of experience in analyzing and writing on stocks. I write on both long and short sides in an unbiased manner. I have been covering the energy sectors for the past 7 years, with the primary focus on the oilfield equipment services sector. I also cover the Industrial Supply industry.Analyst’s Di ...