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Philips: Waiting Comfortably For Upside From Healthcare AI Leadership
Seeking Alpha· 2025-12-22 23:06
Some companies are, by their definition at the time of investment, "set it and forget it" companies/investments. Philips N.V. ( PHG ) is one such company. As one of the world leaders in its fields, specifically imaging and image-guided therapies, it's hard to say (relativeAnalyst’s Disclosure:I/we have a beneficial long position in the shares of PHG, SEMHF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensa ...
Harbour Energy plc (HBRIY) Harbour Energy plc, - M&A Call - Slideshow (OTCMKTS:HBRIY) 2025-12-22
Seeking Alpha· 2025-12-22 23:02
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Norfolk Southern Corporation (NSC) Union Pacific Corporation - M&A Call - Slideshow (NYSE:NSC) 2025-12-22
Seeking Alpha· 2025-12-22 23:02
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Trinity Capital: Beautiful Monthly Dividends, 13.5% Yield, My 2026 Income Pick (TRIN)
Seeking Alpha· 2025-12-22 22:55
Trinity Capital Inc.'s ( TRIN ) move to a monthly dividend payout structure, its double-digit dividend yield, an expanding venture debt portfolio, and its growing asset management business have placed the internally managed BDC as my top income pick for 2026. This is across theThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalu ...
Trinity Capital: Beautiful Monthly Dividends, 13.5% Yield, My 2026 Income Pick
Seeking Alpha· 2025-12-22 22:55
Trinity Capital Inc.'s ( TRIN ) move to a monthly dividend payout structure, its double-digit dividend yield, an expanding venture debt portfolio, and its growing asset management business have placed the internally managed BDC as my top income pick for 2026. This is across theThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalu ...
NexPoint Real Estate Finance: Attractive Valuation Heading Into 2026 (NYSE:NREF)
Seeking Alpha· 2025-12-22 22:47
2025 has proven to be an overall successful year for mortgage REITs, notwithstanding notable differences dependent on credit exposure. mREITs focused on safer agency securities have done quite well, benefiting from lower funding costs on repurchaseI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with cover ...
NexPoint Real Estate Finance: Attractive Valuation Heading Into 2026
Seeking Alpha· 2025-12-22 22:47
2025 has proven to be an overall successful year for mortgage REITs, notwithstanding notable differences dependent on credit exposure. mREITs focused on safer agency securities have done quite well, benefiting from lower funding costs on repurchaseI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with cover ...
Bain Capital Specialty Finance declares $0.15 dividend (NYSE:BCSF)
Seeking Alpha· 2025-12-22 22:38
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Cytokinetics: Small Label Differences With Big Commercial Stakes
Seeking Alpha· 2025-12-22 22:33
Analyst’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 for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive an ...
Blue Owl Capital: When Private Credit Meets The AI Infrastructure Boom (NYSE:OWL)
Seeking Alpha· 2025-12-22 22:19
Blue Owl Capital ( OWL ) is an alternative asset manager with a concentrated exposure to private credit and AI infrastructure, two market segments where sentiment is getting stretched and where risks have beenFor almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. ...