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In my last post, I initiated coverage of Algoma Steel (NASDAQ:ASTL), explaining my reasoning that through Algoma Steel’s current cost model with its Basic...
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This article was written by Follow Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes...
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Seeking Alpha’s Calls Of The Week Nike (NKE): Why Investors Should Still ‘Just Do It.’ Realty Income (O) Is In The Buy Column For...
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This article was written by Follow I have approximately 13 years of experience trading and researching, specifically relating to central banking and credit cycles....
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Stock Overview In my second research note lately covering a utilities sector stock, Duke Energy (NYSE:DUK) is next up in my crosshairs after its...
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There are as many prudent dividend strategies as there are dividend investors. However, in this report, we review three specific income-focused portfolio strategies, including:...
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Here at the Lab, we have a good grip on EU semis. Following STMicroelectronics’ 20% stock price decline and a Q3 supportive comment, today...
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This article was written by Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands...
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Thesis The trade of the year in 2023 has been to be long the so called ‘Magnificent Seven’: Alphabet (GOOGL), Apple (AAPL), Amazon (AMZN),...
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Intro Neurodegenerative disease-focused BioVie (NASDAQ:BIVI) recently presented a set of blinded data which, if taken at face value, suggest that its lead asset NE3107...
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In our previous analysis of Texas Instruments Incorporated (NASDAQ:TXN), we expected the company’s growth outlook to remain robust, particularly in the automotive segment (21%...
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ATRenew Inc. (NYSE:RERE) has just reported very sound quarterly results. The company’s stock has not been doing very well, however. In my view, this...
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Investment Thesis Mobileye Global Inc. (NASDAQ:MBLY) Q3 results saw much of the same: slowing growth rates and unimpressive free cash flows. However, there are...
