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2026 Market Outlook: Investors Valuation Expectations Are Far More Optimistic Than Analysts
Seeking Alpha· 2025-12-24 16:46
文章核心观点 - 作者对基于分析师年度预测来调整投资策略的做法持怀疑态度 强调独立思考和个人研究的重要性 而非盲从专家共识或市场主流观点 [1] - 作者的投资方法基于事实和客观分析 挑战传统观念 并寻求适合自己的有效策略 [1] - 在当前利率环境下 作者已转向固定收益投资以获取可靠收入流 并设定了重新考虑股息股票作为收入来源的明确条件 [1] 作者投资方法 - 投资方法的核心是保持开放心态 不随波逐流 并深入研究事物的实际运作方式 [1] - 决策基于自行收集的客观事实和由此得出的结论 而非普遍接受但可能基于设计不佳、难以复现的研究的所谓“真理” [1] 当前资产配置与观点 - 由于利率已从量化宽松时期的低点上升 作者已重新投资于固定收益资产 目的是提供可靠的收入流 [1] - 仅当股息股票的估值回落至更合理水平 且其支付的股息显著优于国债或市政债券时 才会重新考虑将股息股票作为收入解决方案 [1] 作者背景与持仓披露 - 作者以撰写商业和健康类畅销书而闻名 其成功源于强烈的好奇心和独立研究 [1] - 作者披露其通过股票所有权、期权或其他衍生品持有VOO和VTI的多头头寸 [2] - 作者声明文章内容为个人观点 未获得除Seeking Alpha平台外的任何报酬 且与文中提及的任何公司无业务关系 [2]
Novo Nordisk: The Real Comeback Starts Now With The Wegovy Pill
Seeking Alpha· 2025-12-24 16:45
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
2026 Bloomberg Watch List Has 4 Ideal "Safer" DiviDog Buys
Seeking Alpha· 2025-12-24 16:34
Get The Full Bloomberg Dividend Focus 50 StoryClick here to subscribe to The Dividend Dogcatcher. Get more information and the follow-up to this article.Catch A Dog On Facebook at 9:45AM nearly every NYSE trade day on Facebook/Dividend Dog Catcher, A Fredrik Arnold live video highlights a portfolio candidate in the Underdog Daily Dividend Show!Root for the Underdog. Comment below on all your favorite, least favorite or curiousity stock tickers to make them eligible for inclusion in future FA follower report ...
Agios Pharmaceuticals, Inc. (AGIO) Discusses FDA Approval of AQVESME for Anemia in Alpha and Beta Thalassemia - Slideshow (NASDAQ:AGIO) 2025-12-24
Seeking Alpha· 2025-12-24 16:30
新闻内容分析 - 提供的文档内容不包含任何实质性的新闻、事件、财报或行业信息 文档内容仅为技术性提示 要求用户启用浏览器Javascript和Cookies或禁用广告拦截器以继续访问 [1]
Tech Will Deliver In 2026: AI, Quantum Computing To Propel Stocks Higher
Seeking Alpha· 2025-12-24 16:26
Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2025 82% YTD return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan and earn 50% on some of your investments.All-Weather Portfolio vs. The S&P 500Join The Financial Prophet And Become A Great Investor! Don't Hesitate! Take advantage of the 2-week free trial and receive this lim ...
Celcuity: After Stellar 2025, I Predict More Success In 2026 And Beyond (NASDAQ:CELC)
Seeking Alpha· 2025-12-24 16:25
文章核心观点 - 本文是作者首次对生物技术公司Celcuity Inc进行覆盖分析 该公司于2018年9月以每股9.5美元的价格完成IPO 募集资金2620万美元[1] 作者与投资服务介绍 - 作者Edmund Ingham是一位生物技术顾问 拥有超过5年的生物技术、医疗保健和制药行业研究经验 并已撰写超过1000家公司的详细报告[1] - 作者领导名为Haggerston BioHealth的投资团体 该团体面向新手和经验丰富的生物技术投资者 提供需关注的市场催化剂、买卖评级、大型制药公司的产品销售与预测、综合财务报表、贴现现金流分析以及按市场细分分析等服务[1]
Celcuity: After Stellar 2025, I Predict More Success In 2026 And Beyond
Seeking Alpha· 2025-12-24 16:25
文章核心观点 - 文章首次对生物技术公司Celcuity Inc进行覆盖 该公司于2018年9月以每股9.5美元的价格完成IPO 募集资金2620万美元[1] 作者与投资服务介绍 - 作者Edmund Ingham是一位生物技术顾问 拥有超过5年覆盖生物技术、医疗保健和制药行业的经验 并已为超过1000家公司撰写详细报告[1] - 作者领导投资服务Haggerston BioHealth 该服务面向生物技术投资新手和经验丰富的投资者 提供需关注的市场催化剂、买卖评级、所有大型制药公司的产品销售与预测、综合财务报表、贴现现金流分析以及按市场细分分析[1]
Neo Aeronautics Aims For U.S. IPO On Pre-Revenue Status
Seeking Alpha· 2025-12-24 16:23
Donovan Jones is an IPO research specialist with 15 years of experience identifying opportunities for high quality IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnaly ...
Realty Income Remains A Compelling Prospect (NYSE:O)
Seeking Alpha· 2025-12-24 16:11
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! ...
Realty Income Remains A Compelling Prospect
Seeking Alpha· 2025-12-24 16:11
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! ...