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JEPI: Left Behind Again
Seeking Alpha· 2025-09-14 14:00
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q3, consider joining Out Fox The Street .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 wi ...
Workers hold more stocks in their retirement accounts — but do they know the risk?
MarketWatch· 2025-09-11 19:28
目标日期基金投资表现 - 目标日期基金为许多投资者提供了投资帮助 [1] - 该类基金波动性可能相当大 [1]
Today felt like the early days of Squawk Box, says Jim Cramer
Youtube· 2025-09-10 23:39
Today we celebrate 30 years of CBC Squawkbox. The legendary morning show that democratized stocks like no other. The highs, the lows, the humor, the hammering.It was all there in one incredible package. Mustwatch package. When I say mustwatch, I mean I had just started my hedge fun when the show came on CBC and I couldn't believe it.But I had to have a television put into my office, a television, actual TV to be competitive with other hedge funds. I had to watch. had to be tuned in to Squawk.So I knew what ...
Investors are chasing bond yields ahead of the Fed's rate decision. Here's the opportunity.
MarketWatch· 2025-09-10 17:35
Investors want to lock in income with stocks near all-time highs, but inflation still remains a concern. ...
UnitedHealth: Momentum Completes The Bullish Puzzle (NYSE:UNH)
Seeking Alpha· 2025-09-10 13:45
文章核心观点 - 联合健康集团(UNH)股票自2025年4月大幅下跌后进入观察列表 但未急于投资 因历史经验表明此类下跌后需谨慎评估[1] 作者背景与分析方法 - 作者拥有信息技术背景 七年前开始管理家族投资组合 涉及美国股市 并专注于上市公司基本面分析[1] - 强调对风险与回报的深入理解 以及两者间的平衡 分析方法清晰精确 避免专业术语 适合不同经验水平的投资者[1] - 信息技术背景提供独特视角 尤其擅长科技股分析 但研究范围覆盖多个行业 以寻找经济领域中的潜在机会[1] 投资头寸披露 - 作者通过股票、期权或其他衍生品持有联合健康集团(UNH)的多头头寸[2] - 文章为作者独立撰写 未获得除Seeking Alpha外任何补偿 且与所提及公司无业务关系[2]
Disney: Ignore The Critics And Get In Ahead Of These Drivers (NYSE:DIS)
Seeking Alpha· 2025-09-10 13:16
The Walt Disney Company (NYSE: DIS ) stock is up almost 30% from a Buy recommendation I made in late October 2024. I believe there is still strong upside ahead, and investors should shrug offI am an active trader in stocks, FX, crypto, and commodities with over 15 years of market experience. I hold a master's degree in finance and mix microeconomic studies of company financials with a big-picture macroeconomic view.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DIS either through ...
What's Next After EchoStar's 200% Surge?
Forbes· 2025-09-10 10:45
股价表现 - 公司股价在过去一个月内飙升近200% 从仅略高于30美元的水平上涨至近期超过80美元 创下多年新高[2][3] - 在AT&T频谱销售消息公布后 股价最初跳涨超过80% 随后在SpaceX交易宣布后继续上涨[3] 战略交易 - 公司与AT&T达成价值约230亿美元的协议 出售大量低波段和中波段频谱许可证 此举立即改善公司资产负债表 提供大量现金流入并增强偿债能力[2] - 与SpaceX达成170亿美元交易 包括现金和股票支付 以及SpaceX承担公司部分债务责任 更重要的是公司获得Starlink Direct-to-Cell服务接入权[2] 财务改善 - 通过两项交易获得前所未有的流动性 显著增强公司财务状况[2][4] - 交易使公司能够解决联邦通信委员会的长期问题 并减少债务负担[2] 业务转型 - 从负债累累的卫星运营商转变为电信和太空科技领导者的首选合作伙伴[6] - 获得Starlink全球网络接入权 可能显著提升其Boost Mobile业务运营[2] - 在快速整合的行业中获得新的战略意义[4] 监管进展 - 监管障碍似乎正在减少 公司面临比过去十年任何时候都更清晰的发展轨迹[4] - AT&T和SpaceX协议仍需监管批准 预计到2026年中期才能获得[5] 市场波动性 - 股票在过去一年经历了超过30次单日5%或以上的波动 投资者应为持续波动做好准备[5] - 尽管长期前景更加有利 但股价波动性仍然较高[5]
Why UnitedHealth Stock Is Soaring Today
Yahoo Finance· 2025-09-09 18:38
Key Points A regulatory filing revealed UnitedHealth is on target to meet its Medicare Advantage enrollment targets. The insurer's bottom line is directly affected by the quality of plans enrollees choose. UnitedHealth still faces multiple DOJ probes and allegations of misconduct. 10 stocks we like better than UnitedHealth Group › Shares of UnitedHealth Group (NYSE: UNH) are rising on Tuesday, up 8.8% as of 2:23 p.m. ET. The jump comes as the S&P 500 and the Nasdaq Composite ticked up slightly. ...
Apple Stock: It's Still A Solid Buy Following Court Ruling
Seeking Alpha· 2025-09-05 13:24
Apple Inc. (NASDAQ: AAPL ) is back in the news, with investors cheering Alphabet’s ( GOOGL ) recent regulatory win. In this article, I’m going to cover what that means for shareholders, examine their latest financials, and Apple’sRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. Hi ...
Why I'm Buying International Paper Despite Its Premium Valuation
Seeking Alpha· 2025-08-29 15:39
公司战略转型 - 国际纸业公司正处于业务转折点 通过精选业务领域向具有更强定价能力和更稳定需求的市场转移 [1] 业务结构优化 - 这家百年制造商通过战略性业务选择提升市场地位 专注于价格控制力更强的细分领域 [1] 研究覆盖范围 - 研究主要聚焦中小市值公司 这些公司通常被多数投资者忽视 但也会定期分析大市值公司以提供更全面的股市视角 [1]