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US Foods Holding: Visible Growth Story With Optionality (Rating Upgrade)
Seeking Alpha· 2025-09-25 14:05
Following my coverage on US Foods Holding (NYSE: USFD ), for which I recommended a hold rating as I felt the growth expectations for FY25 were too much, especially with regard to independent restaurant case volumes, this post is toI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a prope ...
Rayonier: There's Significant Value In This Timberland REIT (NYSE:RYN)
Seeking Alpha· 2025-09-25 13:51
Last time I covered Rayonier (NYSE: RYN ), I pointed out how the REIT was trading at relatively undervalued levels, with a very solid dividend, and preparing itself for a very solid future.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 ...
Best Value Stock to Buy for September 25th
ZACKS· 2025-09-25 13:46
Here are the stocks with buy rank and strong value characteristics for investors to consider today, September 25th:  Smithfield Foods, Inc. (SFD) : This pork producer and food-processing company, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3% over the last 60 days.Smithfield Food's has a price-to-earnings ratio (P/E) of 9.97 compared with 10.80 for the industry. The company possesses a Value Score of A.VEON (VEON) : This compa ...
Medtronic: FY26 Outlook Strengthened By New Product Launches
Seeking Alpha· 2025-09-25 12:13
I am convinced that Medtronic (NYSE: MDT ) shares are undervalued right now and represent an attractive buying opportunity. The company is showing steady growth: the last quarter was already the 11th consecutive quarter withHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every fin ...
Hartford Insurance: A Buy With Its Small Business Focus And Sound Capital Allocation
Seeking Alpha· 2025-09-25 10:28
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get s ...
THNQ: Overpriced Exposure To AI Bets
Seeking Alpha· 2025-09-25 10:13
Whenever an investing theme is popular, ETFs emerge that cover the topic. In the late 1990s, tech funds were in high demand. A few years later, emerging markets and the BRIC nations saw huge inflows. The solar and clean energyPhilipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does no ...
POET Technologies: AI Sleeper Hit At Fair Value (NASDAQ:POET)
Seeking Alpha· 2025-09-25 09:54
POET Technologies Inc. (NASDAQ: POET ) is a Canadian microcap and semiconductor company. For most, that screams of being cyclical, with limited upside, but the stock has seen a rally this summer.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 ...
DHS ETF Complements Your Value ETF Exposure (NYSEARCA:DHS)
Seeking Alpha· 2025-09-25 04:57
In a market with high valuation metrics, the value investing style is gaining popularity. Today I will look at the WisdomTree U.S. High Dividend Fund (NYSEARCA: DHS ), focusing on large-cap value U.S. companies with highI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modell ...
APA Corporation Stock: At An Inflection Point (NASDAQ:APA)
Seeking Alpha· 2025-09-25 01:58
APA Corporation (NASDAQ: APA ) is an oil and gas producer with operations in the US, UK, and Egypt, plus exploration assets that’s undergoing significant changes, marked by portfolio rebalancing actions and an accelerated cost savingsAs 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 s ...
VIRT vs. BAM: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-09-24 16:41
Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Virtu Financial (VIRT) and Brookfield Asset Management (BAM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven ...