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Northrop Grumman: Strong Backlog And FCF Generation Justify Higher Valuation
Seeking Alpha· 2025-09-16 12:40
Northrop Grumman (NYSE: NOC ) shares have increased by about 20% since my last article , but I maintain a Buy rating - the growth potential still exceeds the risks. The current $576 per share does notHi 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 financial statement is a re ...
Paysafe: Attractive Valuation Ahead Of Fed Rate Cuts
Seeking Alpha· 2025-08-14 13:05
投资背景 - 2011年高中时期开始投资 主要涉及房地产投资信托基金 优先股和高收益债券[1] - 长期采用基本面投资视角 结合多头股票头寸与备兑认购期权及现金担保看跌期权策略[1] - 研究覆盖领域以房地产投资信托基金和金融板块为主 偶尔涉及交易所交易基金及其他宏观交易驱动的个股[1] 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 且72小时内无相关头寸建立计划[2] - 分析内容基于独立完成 不涉及任何提及公司的业务关系或除平台外部的报酬获取[2] - 平台声明强调历史表现不预示未来结果 分析观点不代表平台整体立场 分析师团队包含未持牌专业人士[3]