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Clearway Energy to acquire solar portfolio from Deriva Energy (CWEN:NYSE)
Seeking Alpha· 2025-10-06 10:20
Clearway Energy (NYSE:CWEN.A) (NYSE:CWEN) has entered into a binding agreement to acquire a 613 MWac operational solar portfolio from Deriva Energy, it said on Monday. The portfolio spans eight states with capacity and value concentrated in the CAISO and PJM ...
Weekly Market Pulse: No Data, No Problem
Seeking Alpha· 2025-10-06 10:20
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Cardlytics: Debt Overhang Casts Shadow On Upside (NASDAQ:CDLX)
Seeking Alpha· 2025-10-06 10:12
Cardlytics, Inc. (NASDAQ: CDLX ) is a company that is uniquely positioned to track nearly $6 trillion in bank transaction data. It aims to monetize these transactions by offering targeted ads, creating a win-win-win solution for banks, their customers, and theAn individual investor primarily focused on undercovered companies, with up to 100 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a ...
Stellantis: Bold Transition Back To Internal Combustion Vehicles (NYSE:STLA)
Seeking Alpha· 2025-10-06 10:09
Stellantis (NYSE: STLA ), moving into high gear with leadership refocusing the company's efforts on higher-margin business in hybrid and traditional internal combustion engine [ICE] vehicles, is investing heavily in the US auto market while slowing production across theMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services worki ...
Nike Post Earnings: EPS Estimates Didn't Increase Much, Probably Thanks To Higher Tariffs
Seeking Alpha· 2025-10-06 10:09
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Stellantis: Bold Transition Back To Internal Combustion Vehicles
Seeking Alpha· 2025-10-06 10:09
Stellantis (NYSE: STLA ), moving into high gear with leadership refocusing the company's efforts on higher-margin business in hybrid and traditional internal combustion engine [ICE] vehicles, is investing heavily in the US auto market while slowing production across theMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services worki ...
OneWater Marine: Navigating Choppy Waters (NASDAQ:ONEW)
Seeking Alpha· 2025-10-06 10:06
The stock has barely moved, with only about 5% in gains — all while shareholders had to swallow more than 50% dilution. CompareI’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addit ...
CONY: Why I'm Cautious After One Year (Rating Downgrade)
Seeking Alpha· 2025-10-06 09:59
Hello, my name is Cyril Thomas, and I am an experienced financial analyst with over four years of experience in equity research and investment analysis. My investing background spans across diverse sectors, including Indian equities, where I have developed a strong foundation in financial modeling, valuation, and market research, understanding of portfolio management, financial reporting, and risk assessment. My investing approach combines fundamental analysis with a value investing philosophy. I focus on i ...
Coca-Cola HBC: Brand Strength Is Driving Well-Balanced Growth (OTCMKTS:CCHGY)
Seeking Alpha· 2025-10-06 09:23
As a bottler, Coca-Cola HBC ( OTCPK:CCHGY )( OTCPK:CCHBF )('CCHBC') will always be economically subordinate to The Coca-Cola Company ( KO ), the brand's ultimate owner. However, that doesn't mean the firm can't benefit from this relationship, as evidenced by its strong recentI 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 Co ...
Coca-Cola HBC: Brand Strength Is Driving Well-Balanced Growth
Seeking Alpha· 2025-10-06 09:23
As a bottler, Coca-Cola HBC ( OTCPK:CCHGY )( OTCPK:CCHBF )('CCHBC') will always be economically subordinate to The Coca-Cola Company ( KO ), the brand's ultimate owner. However, that doesn't mean the firm can't benefit from this relationship, as evidenced by its strong recentI 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 Co ...