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Independent Bank Stock: Recent Acquisition Is The Main Earnings Catalyst (NASDAQ:INDB)
Seeking Alpha· 2025-10-08 08:44
The recent acquisition of Enterprise Bancorp will likely be the biggest earnings driver for Independent Bank Corp (NASDAQ: INDB ) once the one-time merger-related expenses have been incurred. On the other hand, a planned runoff of the commercial real estate portfolio and upcomingAnalyst’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 ...
Independent Bank: Recent Acquisition Is The Main Earnings Catalyst
Seeking Alpha· 2025-10-08 08:44
核心观点 - 对Enterprise Bancorp的收购预计将成为Independent Bank Corp未来最大的盈利驱动力 [1] - 公司计划缩减商业地产投资组合 [1] 盈利驱动因素 - 收购Enterprise Bancorp的交易在一次性并购相关费用发生后将成为主要盈利增长点 [1] 资产组合管理 - 公司计划对商业地产投资组合进行有计划的缩减 [1]
Fox Factory: Waiting For The Real Rebound (NASDAQ:FOXF)
Seeking Alpha· 2025-10-08 08:38
While continuing to research the aftermarket sector and digging deeper into my next article on Fox Factory Holding (NASDAQ: FOXF ), I came across something both curious and interesting.With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about m ...
NioCorp: A Speculative Bet On America's Critical Minerals Independence
Seeking Alpha· 2025-10-08 08:23
In recent years there has been a lot of talk about the US becoming independent from China's critical mineral supply. The government finally decided that technology, defense and energy supply chains could be dependent on hostileI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment strategy is rooted in the CAN SLIM framework but goes further. I lo ...
Exxon Mobil Stock: Moving Towards The Next Generation Of Power (NYSE:XOM)
Seeking Alpha· 2025-10-08 08:13
Monte 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 working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analys ...
G-III Apparel Stock: New Brands, Internationalization, And Undervalued (NASDAQ:GIII)
Seeking Alpha· 2025-10-08 08:13
The recent investments of G-III Apparel Group, Ltd. (NASDAQ: GIII ) to relaunch the DKNY, Donna Karan and Karl Lagerfeld brands, and the new agreements with brands such as Converse and BCBG will most likely accelerate business growth. Additionally, ongoing digitization efforts and internationalization overseasBased in Europe, I am an independent investor with more than a decade of experience. I research cash flow statements and unlevered free cash flow figures. My articles may include a number of assumption ...
BYD: Extremely Undervalued Electric Vehicle Play
Seeking Alpha· 2025-10-08 08:02
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...
GLD: Downside Risk Positively Correlated To Rising Gold Price
Seeking Alpha· 2025-10-08 07:51
As I pointed out in the past, it is hard within the current global economic and geopolitical context to put together a fundamentally sound argument for a gold price ceiling when priced in fiatAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GLD, B 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 relationship with any ...
Banco Santander: A Global Bank Reinventing Itself Through Digital Transformation
Seeking Alpha· 2025-10-08 07:38
Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!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 ...
NexPoint Diversified REIT Remains Risky, Despite Its Deep Discount To Its Net Asset Value
Seeking Alpha· 2025-10-08 07:33
I am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am also the author of 2 other mathematics books ("Arithmetic calculations without a calculator" and "Word Problems") and perform almost all the calculations in my mind, without a calculator, making it easier to make immediate inve ...