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BHP Limited: Navigating The Commodity Downcycle With Strategic Discipline (NYSE:BHP)
Seeking Alpha· 2025-09-29 03:09
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 ...
摩根士丹利资本支出追踪,数据中心与其他领域对比_ MS Capex Tracker, Data Center vs Everything Else
摩根· 2025-09-29 03:06
September 25, 2025 10:58 AM GMT Source: Morgan Stanley Research, Factset MS Capex Tracker aggregates forecasts across hundreds of companies, separating the data into 14 key verticals. The MS Capex Tracker has further accelerated through Q3 w/ NTM capex now tracking +20%, a step function higher from the already healthy +10% base growth entering 2025 (Exhibit 1). However, as we peel back the onion it becomes clear that positive rate of change is almost entirely driven by US Hyperscalers (Exhibit 2) – in line ...
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 ...
All It Takes Is $28,000 Invested in These 2 High-Yield Dividend Stocks and 1 ETF to Help Generate Over $1,000 in Passive Income Per Year
The Motley Fool· 2025-09-28 10:45
Generating dividend income from stocks is a great way to stay invested in the market while boosting your passive income stream.Dividend stocks and exchange-traded funds (ETFs) with high yields are excellent ways to generate passive income. But even a high-yield passive income stream doesn't look all that impressive when the S&P 500 (^GSPC 0.59%) is notching big-time returns.Therefore, the best way to approach investing in dividend stocks and dividend-paying ETFs isn't to try to beat the market in a given ye ...
American Express Company (AXP): Balancing Dividend Growth With Long-Term Stability
Insider Monkey· 2025-09-28 01:31
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Jefferies Upgrades MDU Resources Group, Inc. (MDU) from ‘Hold’ to ‘Buy’, Raises PT to $20
Yahoo Finance· 2025-09-27 15:10
With significant upside potential, MDU Resources Group, Inc. (NYSE:MDU) secures a spot on our list of the 13 Best Diversified Stocks to Buy According to Hedge Funds. Jefferies Upgrades MDU Resources Group, Inc. (MDU) from ‘Hold’ to ‘Buy’, Raises PT to $20 On September 19, 2025, Jefferies upgraded MDU Resources Group, Inc. (NYSE:MDU) from ‘Hold’ to ‘Buy’, raising its price target from $18 to $20. The investment firm cited the company’s attractive valuation and growth potential. Even after factoring poten ...
Berkshire Hathaway Inc. (BRK-B) Ends Its 17-Year Stake in BYD, TD Cowen Reduces PT
Yahoo Finance· 2025-09-27 15:09
Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the 13 Best Diversified Stocks to Buy According to Hedge Funds. Berkshire Hathaway Inc. (BRK-B) Ends Its 17-Year Stake in BYD, TD Cowen Reduces PT On September 21, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) ended its 17-year stake in BYD, an investment that grew more than 20 times since its 2008 entry. The company’s management expressed gratitude, while BYD adviser Altavilla dismissed speculation of mistrust, stressing that the sale reflected Berkshire’s dis ...
Scotiabank Initiates Coverage of Talen Energy Corporation (TLN) With a Sector Perform Rating
Insider Monkey· 2025-09-27 04:58
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Futu Holdings Limited (FUTU) Sees 52% Boost in Institutional Ownership
Insider Monkey· 2025-09-27 00:58
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...