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Fermi: Highly Speculative Given Construction Risk
Seeking Alpha· 2025-10-02 12:15
Shares of Fermi Inc. (NASDAQ: FRMI ) have had a strong first day after successfully launching their initial public offering. The stock is now up about 40% from its IPO level, and the issuance, as well as the subsequentOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosur ...
Howmet Aerospace: A High-Growth Investment In The Resilient Aerospace Sector
Seeking Alpha· 2025-10-02 12:15
Howmet Aerospace (NYSE: HWM ), a leading player in the aerospace industry, is one of the top-performing stocks this year, driven by secular growth trends in airplane spare parts. It is up 78.03% year-to-date, compared to the S&P 500's (I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to g ...
CrowdStrike: Good Fundamentals In An Unavoidable Business
Seeking Alpha· 2025-10-02 12:10
Virtually every day, there are news telling about cybercrimes. The incidence of such events is, indeed, not only a matter of perception but a documented trend that has impacted individuals, corporations, and governments all over the globe. CrowdStrike (I believe in an integrated approach to understand business. In this way, I foster a unique blend of experience in the CFO and Investment pathways. As such my goal is to perform consistent analysis that reflects an inside view of firm mechanics and the value p ...
3 Tax-Efficient Funds For Income Investors
Seeking Alpha· 2025-10-02 12:00
When I hear the term 'income investor', I naturally think about a person that is nearing or at retirement. However, the truth is that young investors can also choose to focus a portion of their portfolio on income generation. PersonalFinancial 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 o ...
Wyndham Hotels Stock: Soft U.S. Demand Leaves Shares Looking Cheap (NYSE:WH)
Seeking Alpha· 2025-10-02 11:58
2025 has been a tough year for many consumer-facing stocks. Wyndham Hotels & Resorts (NYSE: WH ) is no exception, with shares of this leading hotel franchisor shedding another 10% since my opening pieceI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Investor'.A ...
Wyndham Hotels: Soft U.S. Demand Leaves Shares Looking Cheap
Seeking Alpha· 2025-10-02 11:58
2025 has been a tough year for many consumer-facing stocks. Wyndham Hotels & Resorts (NYSE: WH ) is no exception, with shares of this leading hotel franchisor shedding another 10% since my opening pieceI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Investor'.A ...
Limbach: A Hold Even During The Tough Times (NASDAQ:LMB)
Seeking Alpha· 2025-10-02 11:47
This is my third time covering Limbach Holdings, Inc. (NASDAQ: LMB ), and it is one of the strongest performers in my portfolio. At one point this year, the stock was up as much as 5x sinceShri Upadhyaya is a deeply independent investor with over 15 years of hands-on experience across stocks and options. A self-taught investor with real skin in the game, Shri backs most of his Buy and Sell calls with his own capital because writing is clearer when money is on the line.He got his start experimenting on the a ...
Dividends By The Numbers In September And Q3 2025
Seeking Alpha· 2025-10-02 11:47
Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's prof ...
Investors Should Embrace A Bullish Mindset For The S&P 500 Index (Technical Analysis)
Seeking Alpha· 2025-10-02 11:46
In this article, I will outline why I think investors should embrace a bullish mindset for the SP 500 index moving forward. I will outline my bullish thesis using monthly and weekly price action, seasonal historical data, and discuss fundamental data such as interestAs an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. ...
KION GROUP AG - Special Call
Seeking Alpha· 2025-10-02 11:42
PresentationRaj Junginger Okay, all right. Thank you all for joining our pre-close call for the third quarter '25. As always, in these calls, we'd like to remind you that the following trends and statements are based on our current view on the third quarter and that some of the developments we will describe here are still subject to change. Especially in Q3, September is a very decisive month after the summer months of July and August, and we don't have the actuals yet for last month. So let's start off wit ...