Key Points Merck's growth potential is underrated. Novo Nordisk's sell-off has gone too far. Pfizer's story is better than meets the eye. 10 stocks we like better than Merck › The major market indexes are bumping against all-time highs. It's not surprising, therefore, that many stocks are trading at steep valuations. There are, however, some exceptions that are still bargains. Three Motley Fool contributors believe they've found dirt cheap value stocks to buy right now. Here's why they picked Me ...

I last wrote about SLM Corporation (NASDAQ: SLM ) after its 1Q25 results. I issued a neutral [HOLD] rating to the stock at that time, as I find its valuation to be quite expensive even when consideringI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a qu ...

公司核心业务 - CorMedix是一家生物技术公司 专注于开发和制造药物DefenCath 该药物用于减少导管相关血流感染(CRBSI) [1] 产品研发进展 - DefenCath于2023年11月15日获得美国FDA批准 [1] 股票信息 - 公司在纳斯达克上市 股票代码为CRMD [1]

Thanks to our global coverage, we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, we at the Value Lab might be of inspiration.The Jap ...

分析师背景与研究方法 - 采用价值投资策略 基于所有者思维和长期投资视角 [1] - 不发布做空报告 从不建议做空操作 [1] - 曾任职富达投资顾问 现为独立投资者并分享研究成果 [1] 信息披露声明 - 分析师未持有任何提及公司的股票 期权或衍生品头寸 [2] - 未来72小时内无任何头寸建立计划 [2] - 文章内容为独立研究成果 未获得相关公司报酬 [2] 平台性质说明 - 过往业绩不保证未来结果 不提供具体投资建议 [3] - 观点不代表Seeking Alpha整体立场 [3] - 平台非持牌证券交易商或投资顾问 分析师包含专业及个人投资者 [3]

Semiconductor capital equipment is notorious for its booms and busts. Few suppliers feel those swings more acutely than Ichor Holdings, Ltd. (NASDAQ: ICHR ), a niche subsystem maker that has grown rapidly through acquisitions but stillBSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US regions. I have an exceptional perspective having serv ...

As 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 could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

Recently, I started covering Brookfield Corporation ( BN ), and since the company has a very solid track record, as does its asset manager BAM , its ETFs piqued my curiosity. This time, I'm going to take a deep dive into Brookfield InfrastructureEquity 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 col ...

沃伦·巴菲特投资策略 - 巴菲特通过常识性投资原则将伯克希尔哈撒韦打造成市值万亿美元巨头 [1] - 巴菲特投资理念强调以合理价格买入优秀公司而非以极低价格买入普通公司 [6] 苹果公司(Apple Inc) - 苹果是伯克希尔哈撒韦最大持仓 自2016年投资以来回报率超过750% [3] - 公司近期出售部分苹果持仓 此前该持仓占投资组合比例超过25% [3] - iPhone 17发布仅带来渐进式改进 但推出厚度仅5.6毫米的新款iPhone Air 比iPhone 17薄29% 重量比iPhone 16 Pro轻1.2盎司 [4] - 近三分之一在用iPhone为iPhone 13或更早型号 升级周期将推动收入大幅增长 [5] - 公司支付少量股息 适合大多数投资组合 [5] 亚马逊(Amazon.com Inc) - 公司估值从三年前超过110倍市盈率下降至目前35.2倍市盈率 [6] - 电子商务业务在美国和海外市场占据主导地位 但目前仅占美国零售销售额16.3% [6] - 亚马逊云服务(AWS)第二季度收入同比增长17% 是公司增长最快部门 [8] - AWS拥有最高运营利润率达33% 推动公司整体收入增长13% [8] 行业发展趋势 - 电子商务和云计算将继续推动亚马逊增长 [7] - 万事达卡国际业务将驱动其持续最佳增长 [7]

核心观点 - 价值投资在当前市场环境下被忽视 人工智能相关股票受到过度关注 而基本面强劲的公司被低估 为传统价值投资策略提供机会 [1] - 美联储开启降息周期可能刺激消费者活动 消费 discretionary 板块存在投资机会 [3] - CAVA Group Lululemon Athletica 和 United Parcel Service 三家公司呈现独特价值投资角度 [3] 行业分析 - 消费 discretionary 板块可能因美联储降息而受益 消费者活动预计在未来几个月增加 [3] - 快餐休闲餐厅商业模式已被验证成功 以 Chipotle Mexican Grill 为例证 [4] - 电子商务增长推动物流运输需求 UPS 作为行业基础设施重要组成部分将受益 [11] CAVA Group 投资价值 - 公司市值72亿美元 远小于Chipotle的532亿美元市值 具备更高增长潜力 [5] - 预计2026年第二季度EPS将达到024美元 较当前016美元显著提升 [6] - 分析师共识目标价9640美元 暗示超过50%上涨空间 [6] - 当前股价仅处于52周高点的36%水平 [6] Lululemon Athletica 投资价值 - 股价跌至52周高点的40%水平 因管理策略导致库存投资增加影响现金流和盈利 [7][8] - 品牌护城河依然坚固 消费者认可度保持高位 [9] - 华尔街分析师共识目标价23930美元 隐含42%上涨潜力 [9] - 利率下降环境可能提升消费者信心 推动公司复苏 [9] United Parcel Service 投资价值 - 当前股价处于52周高点的58%水平 [12] - 分析师共识目标价11144美元 暗示333%上涨空间 [12] - 机构投资者保持信心 AQR Capital Management在2025年8月增持至2314百万美元头寸 [12] - 作为电子商务运输核心基础设施 将直接受益于在线购物增长 [11]