Workflow
Seeking Alpha
icon
搜索文档
CACI International Inc (CACI) M&A Call Transcript
Seeking Alpha· 2025-12-22 16:47
PresentationLadies and gentlemen, thank you for standing by. Welcome to the CACI International Conference Call to discuss the pending acquisition of ARKA Group. [Operator Instructions] Today's call is being recorded. At this time, I would like to turn the conference call over to George Price, Senior Vice President of Investor Relations for CACI International. Please go ahead, sir.George PriceSenior Vice President of Investor Relations Thanks, Kate, and good morning, everyone. I'm George Price, Senior Vice P ...
Snowflake: Massively Underestimated Revenue Potential
Seeking Alpha· 2025-12-22 16:31
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. All predictions and projections are solely median estimates by financial analysts and are due for unce ...
Strong Sell On Eagle Point Preferreds And Baby Bonds, Buy Oxford Lane Baby Bonds
Seeking Alpha· 2025-12-22 16:30
The idea that the market is efficient is a complete myth and even moreso when talking about preferred stocks and baby bonds. They're often mispriced, and because they're not very liquid, big buyers/sellers or preferred stock mutual funds can cause prices ofPreferred Stock Trader has 30 years experience investing in preferred stocks and bonds. He utilizes a proprietary screening software researching high yield preferred stocks and bonds that are undervalued relative to securities with similar profiles for hi ...
Berkshire Hathaway: End Of An Era? The Market's Doubts Won't Last
Seeking Alpha· 2025-12-22 16:30
We are nearing the end of an era for Berkshire Hathaway ( BRK.A ) ( BRK.B ); and that, I mean literally, as 2025 comes to an impending close in the next tenJR 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 ...
Tech ETF Faceoff: FTEC Vs. XLK (The Winner May Surprise You)
Seeking Alpha· 2025-12-22 16:26
For years now, I have advised my Seeking Alpha followers to build a well-diversified portfolio on the foundation of a high-quality, low-cost S&P 500 ETF - like the Vanguard S&P500 ETF ( VOO ), for example, to over-weight the technology sector, and toMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises ...
Coinbase to buy The Clearing Company in prediction markets push (COIN:NASDAQ)
Seeking Alpha· 2025-12-22 16:18
Coinbase Global (COIN) has agreed to acquire prediction markets startup The Clearing Company, as part of the crypto exchange's push to let users trade on the outcomes of real-world events. The deal is expected to close in January, Coinbase ( ...
Hewlett Packard Enterprise: Downgrade To Hold On Growth Concerns (NYSE:HPE)
Seeking Alpha· 2025-12-22 16:05
Hewlett Packard Enterprise Company ( HPE ) is a technology company known for servers and computer hardware, but like many others in technology, it has expanded into cloud and AI computing. A little over a year ago, IOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researchin ...
Hewlett Packard Enterprise: Downgrade To Hold On Growth Concerns
Seeking Alpha· 2025-12-22 16:05
Hewlett Packard Enterprise Company ( HPE ) is a technology company known for servers and computer hardware, but like many others in technology, it has expanded into cloud and AI computing. A little over a year ago, IOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researchin ...
Oracle: All Eyes On The Balance Sheet (NYSE:ORCL)
Seeking Alpha· 2025-12-22 16:01
For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...
My Favorite REITs For 2026
Seeking Alpha· 2025-12-22 15:52
文章核心观点 - 投资研究服务商High Yield Landlord发布了其2026年的首选投资标的 并限时为新会员提供优惠和保障[1] - 许多投资者对房地产投资信托基金存在认知误区 认为其同质化程度高 不同REITs之间差异微小[2] 服务与产品 - 投资研究服务商每年投入数千小时和超过10万美元以寻找最具盈利潜力的投资机会[1] - 其研究方法获得了超过500条五星好评 会员反馈取得了实际成果[1] - 服务提供三个投资组合 包括核心组合 退休组合和国际组合[3] - 服务提供买卖实时警报 以及可直接与分析师团队提问的聊天室[3] 分析师背景 - 分析师Jussi Askola是Leonberg Capital的总裁 该公司是一家面向对冲基金 家族办公室和私募股权公司提供REIT投资咨询的价值型投资机构[3] - 分析师在REIT投资领域著有获奖学术论文 已通过CFA全部三级考试 并与许多顶级REIT高管建立了关系[3] - 分析师是High Yield Landlord投资团队的领导者 实时分享其实际资金的REIT投资组合和交易[3] 披露信息 - 分析师披露其通过股票 期权或其他衍生品对SILA HR NNN VICI WSR KIM等公司持有有益的长期多头仓位[4]