Tired of effortful investing strategies with uncertain prospects? As a former deep value investor, I learned to appreciate the benefits of a dividend-focused value strategy several years ago. My strategy puts an emphasis on capital preservation and steadily growing income. I write primarily about stocks I hold in my diversified dividend stock portfolio, which emphasizes high-quality value stocks that offer meaningful growth and long-term safety. Feel free to reach out to me via direct messaging here, on Twi ...

Buffett has sold $7 billion of BofA. Is it a warning sign?Berkshire Hathaway CEO Warren Buffett has long been a fan of bank stocks. In fact, the banking/insurance sector has likely been the sector he's invested the most in over his career. In recent years, Bank of America (BAC -1.47%) has been Berkshire's No. 1 holding among bank stocks, but that seems to be changing.Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. So what should investors do? Buffett and B ...

公司概况 - 作者是一名26岁的意大利人,在2023年获得了工商管理学位 [1] - 作者对金融市场产生兴趣是在5年前,最初接触到了交易视频 [1] - 作者后来意识到交易不是自己的方向,转而投入到基本面分析中 [1] - 作者主要投资于股票和ETF,偏好美国公司,但也会分析欧洲和中国公司 [1] - 作者年轻,投资都有长期眼光,并且常常采取相反的观点 [1] - 作者最感兴趣的领域包括银行业和宏观经济 [1] 行业分析 - 作者认为银行业是理解一个经济体健康状况的关键 [1]

Amid all-time market highs, investors who are looking to beat the markets going forward have to deploy careful stock-picking, often in small-cap stocks that have low correlation to the broader markets.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. ...

I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up for a free trial to Growth Stock Forum.Shares of TG Therapeutics (NASDAQ: TGTX ) made new 52-week highs this we ...

Nvidia has been the hottest stock since the start of the AI revolution, and I see one particular healthcare business following a similar trajectory.Nov. 30, 2022, will go down as a defining moment in modern history. That's the day OpenAI released ChatGPT to the masses. Just like that, euphoria about artificial intelligence (AI) took over the world.One of the biggest beneficiaries of the AI boom has been semiconductor specialist Nvidia. If you had bought shares of Nvidia on the same day that ChatGPT was intr ...

Learn which AI stocks are buyback stars.Artificial intelligence (AI) stocks are some of the hottest names on Wall Street. But did you know that many of these stocks also boast significant share buyback programs?Today, let's examine three such stocks: Meta Platforms (META 0.40%), Microsoft (MSFT -0.78%), and Nvidia (NVDA -1.59%). Meta's strong free cash flow fuels its massive share buyback program.Jake Lerch (Meta Platforms): My choice is Meta Platforms, thanks to its $50 billion share buyback program and fa ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium ...

文章核心观点 - 尽管面临消费支出压力,但许多公司仍能交出不错的业绩 [1] - 投资者应关注华尔街顶级分析师的推荐股票,这些股票可以抵御短期压力并实现长期增长 [1] Take-Two Interactive Software - 公司在第一财季的调整后收益超预期 [2] - 分析师看好公司即将推出的关键新游戏,预计未来一年的预订量将增长至少40% [2][3] - 新游戏《文明VII》、《无主之地4》和备受期待的《GTA VI》有望带来约22.5亿美元的增量预订量 [2][3] - 移动业务和目录/实时服务预计将分别贡献31亿美元和25亿美元 [2] - 分析师认为即使《GTA VI》发布推迟,也不会对公司未来两年的盈利产生重大影响 [3] - 未来公司还将受益于实时服务/目录销售的长期贡献,以及《荒野大镖客》、《生化奇兵》和《马克斯佩恩》等续作的管线深度 [3] Costco Wholesale - 公司8月份的净销售额同比增长7.1% [4] - 剔除汽油价格和汇率影响,8月同店销售也增长7.1% [4] - 分析师上调了第四财季的每股收益预测,反映了公司销售超预期 [4][5] - 公司在消费支出环境日益严峻的情况下,仍能保持非食品类别的持续强劲增长 [5] - 分析师认为公司的"增长支柱"吸引力依然存在,得益于其持续出色的业绩、门店网络扩张、会员关键指标向好以及最近宣布的会费提高 [5] Netflix - 公司通过打击密码共享和推出广告支持型订阅计划,在宏观压力和激烈的流媒体竞争中表现出色 [7] - 分析师认为尽管广告业务不在Netflix的DNA中,但公司有能力在2025年及以后成为一个重要的广告参与者,到2027年广告收入(不含订阅部分)将占其总收入的10%以上 [7][8] - 目前Netflix的广告业务规模落后于亚马逊等竞争对手,但通过调整计划和定价、捆绑优惠以及提供广泛吸引力的现场内容,公司有望提升规模 [8] - 尽管Netflix的广告型订阅计划会稀释整体的人均收入,但广告预售承诺增长150%、规模扩大和广告格式/技术的改善将推动更高的变现 [8] - 分析师看好Netflix未来几年的收入中高单位数增长、利润率改善和自由现金流的多年增长 [8]

文章核心观点 - 尽管Rivian在电动皮卡和SUV市场上有一定优势,但公司仍面临着诸多挑战,包括供应链问题、电动车市场增速放缓以及激烈的竞争[1][3][4] - Rivian的生产和交付数据有所改善,但公司仍在亏损,未来几年的盈利前景也不太乐观[5] - Rivian计划未来推出更多新车型,并与大众汽车建立合资公司,以获得更多资金支持,但能否复制特斯拉的成功仍存在很大不确定性[6][7][8] 公司概况 - Rivian目前主要销售三种车型:R1T皮卡、R1S SUV和为亚马逊定制的电动送货车[3] - 2022年Rivian生产24,337辆车,2023年增加至57,232辆,但2024年预计产量将保持平稳[3][4][5] - Rivian的收入和净亏损情况:2022年收入16.6亿美元,净亏损67.5亿美元;2023年收入44.3亿美元,净亏损54.3亿美元;2024年上半年收入23.6亿美元,净亏损29亿美元[5] 未来发展 - Rivian计划于2026年推出更便宜的R2 SUV,并在2026-2027年推出高端R3和R3X SUV[6] - Rivian还将继续为亚马逊生产100,000辆电动送货车,并打算将这些车型销售给其他公司[6] - 分析师预计Rivian2023-2026年收入将以29%的复合年增长率增长至95.4亿美元,相当于2026年销售近108,000辆车[6] - 但Rivian要复制特斯拉的快速增长仍存在很大挑战,包括缺乏政府补贴、竞争加剧、品牌影响力不足等[7][8][9]