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Iberdrola Stock: Equity Story Has Become Much More Visible (OTCMKTS:IBDSF)
Seeking Alpha· 2025-09-28 17:02
Following my coverage on Iberdrola, S.A. ( OTCPK:IBDSF ) in July, in which I reiterated a buy rating as I was very bullish on the earnings growth runway given the de-risked capex plan, this post isI 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 propensity to be drawn to companies wit ...
Gogo Stock: Interest Payments Are Eating Up The Earnings Growth (NASDAQ:GOGO)
Seeking Alpha· 2025-09-28 11:32
In the fourth quarter last year, Gogo Inc. (NASDAQ: GOGO ) completed its acquisition of Satcom Direct (SD) for the total value of $415 million in fixed payment, $375 million in cash, and $40 million in GOGO stock (the companyI'm a self taught equity analyst, I run a consultation firm in South Africa where we help clients with estimating the value of construction projects, over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and ...
Jabil Stock: Capacity Constraints And High Valuation Are Concerns (NYSE:JBL)
Seeking Alpha· 2025-09-28 09:45
I gave a hold rating to Jabil Inc. (NYSE: JBL ) in June because the valuation was too high at 19x NTM PE, albeit I did have a positive view on the fundamentals. JBL has deliveredI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value ...
Rio Tinto Stock: Restructuring And Growing In Future-Facing Metals (NYSE:RIO)
Seeking Alpha· 2025-09-27 10:33
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 ...
Are Investors Undervaluing OneMain (OMF) Right Now?
ZACKS· 2025-09-26 14:40
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...
Is Churchill Downs (CHDN) Stock Undervalued Right Now?
ZACKS· 2025-09-26 14:40
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...
Best Value Stock to Buy for September 26th
ZACKS· 2025-09-26 13:26
Here are the stocks with buy rank and strong value characteristics for investors to consider today, September 26th:  Bayer (BAYRY) : This global company with core competencies in the areas of health care and nutrition, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 0.8% over the last 60 days.Bayer's has a price-to-earnings ratio (P/E) of 5.97 compared with 13.50 for the industry. The company possesses a Value Score of A.Cars.com ...
Air France-KLM Is The Textbook Value Trap (AFRAF)
Seeking Alpha· 2025-09-26 02:18
When it comes to European air travel, Air France and KLM are almost omnipresent, from small regional airports to large international routes. But so was Pan Am in its heyday. As smart investors, you should always stay on your toes, whichI am a Nuclear Engineer (MEng) and Amateur Investor specialising in European Value and Growth investing, based mainly on competitive financial analysis and deep financial modelling to arrive at a target price and rating that considers risk, discount rates, and market fluctuat ...
Delivery Hero: Operational Improvements But Still Many Uncertainties
Seeking Alpha· 2025-09-25 14:44
My last article on Delivery Hero ( OTCPK:DLVHF ) dates back to February 2024, and I thought it was time to update the analysis given the various developments that have taken place. The previous articleI like to call myself a value investor because I try to invest in great companies by paying them less than they are worth to have a margin of safety. The first thing I think about before investing in a company is the potential loss I can incur and the likelihood of this occurring. I don't see volatility as a r ...
Bilibili: 363 Million Users Is Only The Start (NASDAQ:BILI)
Seeking Alpha· 2025-09-24 13:29
投资观点 - YouTube作为Alphabet旗下资产具有整合、创新和适应性的投资价值 但无法直接进行投资 需通过持有Alphabet股票实现间接投资 [1] - 分析师通过股票持有、期权或其他衍生品对Alphabet保持长期多头头寸 [1] 研究方法 - 采用基本面分析方法 专注于识别具有增长潜力的低估股票 [1] - 分析范围涵盖巴西及全球股票市场 [1]