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Iberdrola Stock: Equity Story Has Become Much More Visible (OTCMKTS:IBDSF)
Seeking Alpha· 2025-09-28 17:02
Following my coverage on Iberdrola, S.A. ( OTCPK:IBDSF ) in July, in which I reiterated a buy rating as I was very bullish on the earnings growth runway given the de-risked capex plan, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies wit ...
Occidental in talks to sell petrochemical business for $10 billion: FT (OXY:NYSE)
Seeking Alpha· 2025-09-28 16:17
Occidental Petroleum (NYSE:OXY) is negotiating the sale of its OxyChem division in a deal that could exceed $10 billion, the Financial Times reported Sunday. If completed, the transaction would mark Occidental’s (NYSE:OXY) largest divestiture to date and create one ...
AZZ Offers More Potential Upside From Here (NYSE:AZZ)
Seeking Alpha· 2025-09-28 16:09
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! ...
W. P. Carey: Separation From The Others Is Just Beginning (NYSE:WPC)
Seeking Alpha· 2025-09-28 16:00
W. P. Carey (NYSE: WPC ) is finally starting to trade at a premium to its historical comparable peers, but that’s by intention. The company has successfully transformed its portfolio to focus on industrial and warehouse properties, which haveJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles t ...
Amazon: The Market Isn't Giving Enough Respect To This Behemoth
Seeking Alpha· 2025-09-28 16:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
W. P. Carey: Separation From The Others Is Just Beginning
Seeking Alpha· 2025-09-28 16:00
W. P. Carey (NYSE: WPC ) is finally starting to trade at a premium to its historical comparable peers, but that’s by intention. The company has successfully transformed its portfolio to focus on industrial and warehouse properties, which haveJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles t ...
MetLife: Decreasing Interest Rates Make Fixed Rate Preferred Stock Very Attractive
Seeking Alpha· 2025-09-28 15:40
He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios - the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European ...
How To Survive A 30% Market Crash In Retirement
Seeking Alpha· 2025-09-28 14:40
公司业务定位 - 专注于为个人投资者提供战略股息投资服务 帮助实现财务独立 [1] - 服务对象为普通投资者 而非机构客户或华尔街精英 [2] - 采用"低买高卖 获得等待收益"的经市场验证策略 [2] 投资方法论 - 提供三种针对不同投资风格的模型投资组合 涵盖高收益 高增长和平衡型策略 [3] - 所有三种投资组合自成立以来均跑赢市场 [3] - 覆盖100只精选股息股票的独家深度分析 [3] 服务工具与资源 - 提供每周买入/观察/卖出清单以支持投资决策 [3] - 配备专有DFT图表分析工具 [3] - 建立活跃的支持性投资者社区 促进知识共享与成长 [4] 用户价值主张 - 通过股息滚雪球策略帮助投资者实现退休财务自由 [1] - 在波动市场中仍能产生可靠收入 [2] - 为不同经验水平的投资者提供洞察和支持 从新手到资深专业人士 [4]
Euphoric Valuation Takes The Shine Off Rheinmetall AG's Solid Fundamentals
Seeking Alpha· 2025-09-28 14:40
莱茵金属公司股价表现 - 在2022年俄乌战争爆发前10年间 莱茵金属公司股价仅上涨2.5倍[1] - 自2022年俄乌战争爆发以来 该公司股价在两年多时间内大幅上涨22倍[1] 作者专业背景 - 作者为专业投资者 拥有十年英国及亚洲公开市场投资经验[1] - 作者持有金融方向MBA学位 曾研究投资者情绪对股市波动的影响[1] - 作者专注于航空航天与国防及医疗保健行业分析[1]
Euphoric Valuation Takes The Shine Off Rheinmetall AG’s Solid Fundamentals (OTCMKTS:RNMBY)
Seeking Alpha· 2025-09-28 14:40
Up until the beginning of the Russia-Ukraine war in 2022, Rheinmetall AG ( OTCPK:RNMBY , OTCPK:RNMBF ) only went up 2.5x in 10 years. Since then, it has gone up 22x in just over three and aI am a Professional Investor with decade long experience of investing in public markets within the UK and Asia. After starting my career in the Asset Management industry, I have been involved in markets as an investor, portfolio consultant and academic writer. I possess substantial experience of executing portfolios with ...