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Brown & Brown: Delicious Price For This Insurance Broker (NYSE:BRO)
Seeking Alpha· 2025-10-10 18:38
Brown & Brown (NYSE: BRO ) is an insurance broker I've covered twice and previously rated a Hold. Both times I felt it was a solid company but already priced for all of its growth.I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stock, optio ...
Brown & Brown: Delicious Price For This Insurance Broker
Seeking Alpha· 2025-10-10 18:38
Brown & Brown (NYSE: BRO ) is an insurance broker I've twice covered and previously rated a Hold. Both times I felt it was a solid company but already priced for all of its growth.I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stock, optio ...
Baker Hughes: A Bet On Data Centers, Energy Infrastructure, And LNG (NASDAQ:BKR)
Seeking Alpha· 2025-10-10 18:34
Baker Hughes Company (NASDAQ: BKR ) is one of the Big Three oilfield services companies, playing a vital role in the oil, gas and energy industries and going through significant changes and improvements over theAs 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 ...
JQC: High Yield With Monthly Pay, But Coverage Remains A Concern
Seeking Alpha· 2025-10-10 18:16
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help memb ...
Walmart: An Actual Defensive Buy During Weak Economic Conditions (NYSE:WMT)
Seeking Alpha· 2025-10-10 18:12
I like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have five years of experience in the investment field and an MBA in Macroeconomics and Portfolio Management. My strategy blends a top-down view of the global economy with a bottom-up look at individual companies. Start by spotting strong economies with good currenncies using macro data and statistical tools, then narrow down the ...
Levi's beats on earnings but gets pantsed by guidance (LEVI:NYSE)
Seeking Alpha· 2025-10-10 17:59
Levi Strauss (NYSE:LEVI) reported another strong quarter with gains across regions, channels, segments, and categories. The company beat Wall Street’s expectations and raised its FY25 profit and organic net revenue guidance. Unfortunately, the guidance tripped up LEVI’s expected trajectory, leaving the stock ...
Main Street Capital: The Price Drop Is Welcomed But Overdone (NYSE:MAIN)
Seeking Alpha· 2025-10-10 17:32
投资策略核心观点 - 投资策略结合增长与收益,旨在实现与标普500指数相当的总回报 [1] - 策略基础为经典股息增长型股票,并辅以商业发展公司、房地产投资信托基金和封闭式基金以提升投资收入 [1] - 该混合策略专注于能够带来长期增长并具有强劲支付潜力的高质量股息资产 [1] 分析师背景与方法 - 分析师拥有超过15年的市场投资经验,专注于分析市场中的高回报机会 [1] - 分析方法侧重于挖掘高质量股息股票及其他具有长期增长潜力的资产 [1]
BAE Systems: Potential For Further Upside
Seeking Alpha· 2025-10-10 17:26
BAE Systems plc ( OTCPK:BAESY ) is one of the many aerospace and defense stocks that have had a bullish momentum since the start of the year. The stock is up 89%, outpacing most ofI 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 exposure ...
BAE Systems: Potential For Further Upside (OTCMKTS:BAESY)
Seeking Alpha· 2025-10-10 17:26
BAE Systems plc ( OTCPK:BAESY ) is one of the many aerospace and defense stocks that have had a bullish momentum since the start of the year. The stock is up 89%, outpacing most ofI 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 exposure ...
Are AI Stocks As Solid As You Think They Are?
Seeking Alpha· 2025-10-10 17:02
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