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Novartis: Superstars Entresto And Kisqali Fuel Market Outperformance
Seeking Alpha· 2025-10-03 12:56
Just three months have passed since the publication of my last article on Novartis AG (NYSE: NVS ), "Why Novartis Is Still a 'Buy' After 15% Surge."With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landsc ...
Main Street Capital: Rising Risks Means Time To Run (NYSE:MAIN)
Seeking Alpha· 2025-10-03 12:50
Ladies and gentlemen, chaos has reached the business development sector. Over the past month, the sector index as represented by the VanEck BDC Income ETF ( BIZD ), has declined by around 10%. The bad newsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ARCC either through stock ownership, options, or other derivatives. 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 relationsh ...
Main Street Capital: Rising Risks Mean Time To Run
Seeking Alpha· 2025-10-03 12:50
Ladies and gentlemen, chaos has reached the business development sector. Over the past month, the sector index as represented by the VanEck BDC Income ETF ( BIZD ), has declined by around 10%. The bad newsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ARCC either through stock ownership, options, or other derivatives. 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 relationsh ...
BASF SE (BASFY) Capital Market Update 2025 (Transcript)
Seeking Alpha· 2025-10-03 12:46
ConversationStefanie WettbergSenior Vice President of Investor Relations Good morning, everybody. Welcome to our Capital Market Update. It's a pleasure to have you join us here in Antwerp as well as online. We are streaming this first part of today's event, the keynote and the subsequent Q&A live, from our Verbund site in Belgium. The other parts of the program will not be live streamed. However, PDFs of all presentations will be available shortly before they begin. And later today, you will find replays on ...
Apple stock dips after rating cut at Jefferies on 'excessive expectations' on iPhone
Seeking Alpha· 2025-10-03 12:46
Shares of Apple (NASDAQ:AAPL) fell about 1% premarket on Friday after Jefferies downgraded the stock to Underperform from Hold citing excessive expectations on iPhones and foldable phones. The firm decreased the price target on the stock to $205.16 from $205.82. ...
Dividend Harvesting Portfolio Week 239: $23,900 Allocated, $2,615.21 In Projected Dividends
Seeking Alpha· 2025-10-03 12:45
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKE, QDTE, O ...
Intrepid Potash: U.S. Potash Producer With A Fortress Balance Sheet And A Solid Future
Seeking Alpha· 2025-10-03 12:44
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Alphabet's Implied EPS Growth Expectations: Realistic Or Bubble?
Seeking Alpha· 2025-10-03 12:30
If you are really serious about improving your performance as an investor -- during this historic moment which is providing once-in-a-decade opportunities -- I highly recommend that you subscribe to Successful Portfolio Strategy . This service is designed to empower you to become a successful strategic manager of your investments. Few times in history has it been as important as it is now to have a winning portfolio strategy. So, right now is truly the time to take decisive action.James is the leader of the ...
I Am Buying Boring Dividends For My Retirement
Seeking Alpha· 2025-10-03 12:30
Save yourself thousands of dollars by creating a portfolio that pays you to hold it. No selling required to fund your retirement dreams. Tired of going it alone or visiting a financial advisor who just doesn't seem to care? Join our lively group! Our Income Method generates strong returns, making retirement investing less stressful and straightforward .Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with acce ...
Alphabet Stock's Implied EPS Growth Expectations: Realistic Or Bubble? (NASDAQ:GOOGL)
Seeking Alpha· 2025-10-03 12:30
If you are really serious about improving your performance as an investor -- during this historic moment which is providing once-in-a-decade opportunities -- I highly recommend that you subscribe to Successful Portfolio Strategy . This service is designed to empower you to become a successful strategic manager of your investments. Few times in history has it been as important as it is now to have a winning portfolio strategy. So, right now is truly the time to take decisive action.James is the leader of the ...