Workflow
Seeking Alpha
icon
搜索文档
Beyond The S&P 500: Why VEU Could Outperform Again In 2026
Seeking Alpha· 2025-12-21 04:59
The first rule of fishing is to fish where the fish are. The second rule of fishing is to never forget the first rule. - Charlie MungerAnalyst’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 sto ...
GRNJ: A Small- And Mid-Cap Growth ETF To Closely Watch In 2026
Seeking Alpha· 2025-12-21 04:45
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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
CWS: Quality, Concentration Do Not Translate Into Outperformance
Seeking Alpha· 2025-12-21 04:30
文章核心观点 - 本文是对AdvisorShares Focused Equity ETF的定期重新评估 旨在探讨几个关键问题 [1] - 分析师Vasily Zyryanov的投资方法包括寻找被相对低估且具有强劲上涨潜力的股票 以及寻找估值因特定原因被高估的公司 [1] - 其研究重点关注能源行业 包括石油天然气超级巨头 中盘和小型勘探生产公司以及油田服务公司 同时也涵盖从矿业 化工到奢侈品龙头在内的众多其他行业 [1] - 分析师坚信 除了简单的利润和销售分析 细致的投资者必须评估自由现金流和资本回报率 以获得更深入的见解并避免肤浅的结论 [1] - 尽管青睐被低估和被误解的股票 但也承认一些成长股确实配得上其溢价估值 投资者的主要目标是深入挖掘 以发现市场当前的观点是否正确 [1]
CWS: Quality, Concentration Do Not Translate Into Outperformance (NYSEARCA:CWS)
Seeking Alpha· 2025-12-21 04:30
Today, I would like to offer a regular reassessment of the AdvisorShares Focused Equity ETF ( CWS ), with the goal being to address a few essential issues, similar to those that I examined in theVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas supermaj ...
TLTW: Covered Call Long-Term Treasury ETF, Double-Digit Distributions, Strong Momentum, Significant Risk
Seeking Alpha· 2025-12-21 04:15
At the CEF/ETF Income Laboratory , we manage ~8%-yielding closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios to make income investing easy for you. Check out what our members have to say about our service.The iShares 20+ Year Treasury Bond Buywrite Strategy ETF (BATS: TLTW ) has been one of the best-performing bond ETFs of the year, with total returns of 11.6% YTD, 7.5% since I last covered the fund . ReturnsJuan de la Hoz has worked as a fixed income trader, financial analyst, operations ana ...
The 1-Minute Market Report, December 21, 2025
Seeking Alpha· 2025-12-21 04:00
For 28 years, I was a professional trader, analyst & portfolio manager. I ran the equity trading desk at Northern Trust Co. in Chicago. Now I am a private investor, the founder of a nonprofit investor advocacy firm, and a private investing coach. My average annual return is 17.2%. The time period is from January 2009, when I first began publishing my stock picks, to the end of 2024. I publish my picks in newsletter format and send them directly to subscribers on a weekly basis. For my complete market outloo ...
Hawaiian Electric Industries Stock: Analyzing Path To Financial Stabilization (NYSE:HE)
Seeking Alpha· 2025-12-21 03:45
Due to a regulatory decision, the company now has prospects of surviving until it pays the total amount of $1.91 billion after being held partially responsible for the Maui fires in 2023. Although it is not guaranteed that the request will be approvedFundamental Equity Analyst focused on the Americas. I specialize in digging into financial statements to find value in the Utilities, REITs, and Consumer sectors. My approach merges core valuation techniques (DCF/Multiples) with macro context to target returns ...
Hawaiian Electric Industries: Analyzing The Path To Financial Stabilization
Seeking Alpha· 2025-12-21 03:45
公司法律与财务责任 - 因一项监管决定 公司现有可能生存至支付总计19.1亿美元款项之后 该款项源于其对2023年毛伊岛火灾负有部分责任[1] - 该支付请求的批准并非得到保证[1] 分析师背景与研究方法 - 分析师专注于美洲地区的基本面股票研究 擅长通过挖掘财务报表在公用事业、房地产投资信托基金和消费板块寻找价值[1] - 研究方法结合了核心估值技术和宏观背景分析 以追求1至3年投资期限内的回报为目标[1] - 核心估值技术包括贴现现金流分析和倍数分析法[1] - 分析师曾任职于银行业 现为独立研究员 致力于将机构级分析应用于帮助零售投资者应对市场[1]
Global Payments: Buy This Undervalued Growth Company While It's Still Inexpensive
Seeking Alpha· 2025-12-21 03:14
作者背景与研究方法 - 作者为退休航空航天高级项目经理 拥有纽约大学航空航天工程学士和硕士学位 是一名系统工程师 擅长通过评估和量化多种因素做出最优决策 [1] - 作者拥有超过30年的投资经验 尝试过多种股票投资方法 并从中总结了有效和无效的经验教训 [1] - 作者的投资方法强调定量分析 [1] 披露信息 - 作者通过股票所有权、期权或其他衍生品对GPN持有有益的长期多头头寸 [2] - 文章内容代表作者个人观点 作者未因撰写本文获得除Seeking Alpha平台外的任何报酬 [2] - 作者与文中提及的任何公司均无业务关系 [2]
Alamo Group Stock: Risks Remain Elevated (NYSE:ALG)
Seeking Alpha· 2025-12-21 02:59
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! ...