If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In September, I attached a $4.03 price target to shares of Eve Holdings (NYSE: EVEX ) and that buy call has worked out extremely well. The stock is now trading at $4.11, having exceeded my price target and putting the return at 46.8%, easilyDhierin ...

Alibaba Group Holding Ltd BABA BABAF and PDD Holdings Inc PDD were once the shining stars of China's e-commerce universe, but recent performance metrics suggest they're caught in a gravitational pull downward.Let's dive into the tale of two stocks that seem to be competing for the title of ‘most bearish trend.’Alibaba: The Resilient Underdog?Alibaba's stock, at $86.73, has weathered a mix of optimism and anxiety. It's up 12.12% over the past year, but the last month saw a sharp 13.01% decline. Chart create ...

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文章核心观点 - Michael Wiggins De Oliveira是一位转折点投资者，专注于在公司叙事发生变化且业务即将显著盈利时买入廉价公司 [1] 投资策略 - 专注于科技和“伟大的能源转型（包括铀）”领域 [1] - 管理一个集中型投资组合，包含约15至20只股票，平均持有期为18个月 [1] 专业背景 - 拥有超过10年的公司分析经验，在科技和能源领域积累了卓越的专业经验 [2] - 在Seeking Alpha上拥有超过40K的关注者 [2] 投资团体 - 领导投资团体Deep Value Returns [3] - 团体特点包括：通过其价值股票的集中型投资组合提供见解，及时更新股票选择，每周网络研讨会提供实时建议，以及根据需要为新老投资者提供“手把手”指导 [3] - 团体拥有活跃、充满活力且友好的社区，可通过聊天轻松访问 [3] 关联机构 - Seeking FCF是Michael Wiggins De Oliveira的关联机构 [4]

公司业绩 - Deere & Company (NYSE: DE) 发布了2024财年第四季度和全年财报 市场对此反应积极 股价大幅上涨 一周内涨幅超过10% [1] 投资策略 - Best Anchor Stocks 专注于寻找具有高质量复合增长 稳健增长和低于预期波动性的优质股票 [1] - Best Anchor Stocks 的投资组合自2022年1月成立以来 显著跑赢了S&P 500和纳斯达克指数 [2]

文章核心观点 - 戴尔科技和惠普公司预测当前季度盈利低于预期，导致两家公司股价分别下跌约12%，其中惠普股价创下三年多来最大单日跌幅 [1][2] 关键事实 - 戴尔股价在周三下午2点左右跌至约124美元，这是自5月30日下跌17.8%以来的最大跌幅 [1] - 惠普股价跌至略高于34美元，创下自2020年3月以来的最大单日跌幅，当时股价单日下跌超过14% [2] - 戴尔预计第四季度收入将在240亿至250亿美元之间，调整后每股收益为2.50美元，低于分析师预期的255亿美元收入和每股2.65美元收益 [2] - 惠普预计第一季度每股收益将在70至76美分之间，低于分析师预期的85美分 [3] 大数字 - 戴尔股价在今年周三之前上涨了89.5%，惠普股价上涨了超过31% [5] 关键背景 - 传统电脑制造商戴尔和惠普的股价今年因AI驱动的电脑尚未主导市场而上涨 [6] - 惠普CEO Enrique Lores表示，公司将从Windows电脑向升级操作系统的过渡中受益，但这一过渡比预期慢，销售已趋于平稳 [6] - 戴尔的业务因AI需求增加而激增，报告称3月份AI服务器销售额达到8亿美元，订单积压达到29亿美元，推动公司股价创下历史新高 [6] Forbes估值 - 戴尔创始人兼CEO迈克尔·戴尔的财富因公司股价下跌而减少了约71亿美元，目前净资产估值为1037亿美元，位列全球第16位富豪 [7]

文章核心观点 - 罗森律师事务所提醒在2023年6月20日至2024年7月11日期间购买Iris Energy Limited（NASDAQ: IREN）证券的投资者，注意2024年12月6日的首席原告截止日期 [1] - 如果投资者在上述期间购买了Iris Energy的证券，可能有权通过胜诉收费安排获得赔偿，无需支付任何费用 [2] 行动指南 - 投资者可以通过访问https://rosenlegal.com/submit-form/?case_id=27776或联系Phillip Kim律师（电话：866-767-3653，邮箱：case@rosenlegal.com）加入Iris Energy的集体诉讼 [3] - 已经有一项集体诉讼被提起，如果希望担任首席原告，必须在2024年12月6日前向法院提出申请 [3] 罗森律师事务所的优势 - 罗森律师事务所鼓励投资者选择有成功记录的合格律师 [4] - 罗森律师事务所在证券集体诉讼和股东衍生诉讼方面有丰富的经验，并在2017年ISS证券集体诉讼服务排名中位列第一 [4] - 罗森律师事务所自2013年以来一直位列前四，并已为投资者追回了数亿美元 [4] 案件详情 - 根据诉讼，被告在整个集体诉讼期间做出了虚假和/或误导性的陈述，未能披露Iris Energy在数据中心和高性能计算方面的前景被夸大，主要原因是Iris Energy在德克萨斯州Childress县的站点存在重大缺陷 [5] - 这些虚假陈述导致投资者在真相曝光后遭受损失 [5]

Illinois Tool Works Inc. (NYSE: ITW ) has good growth prospects, driven by its efficient use of R&D towards creating tailored solutions for its customers through its Customer-Back Innovation (CBI) initiative. In addition to gaining market share and helping volumes, CBI shouldI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusin ...

Armstrong World Industries, Inc.’s (AWI) shares are currently trading at a premium to its Zacks Building Products - Miscellaneous industry, with its forward 12-month price-to-earnings (P/E) ratio at 23.93X. The industry is currently trading at 19X. Its Value Score of D suggests that the stock is not so cheap and indicates a stretched valuation at this moment.The company is also trading currently at a discount compared to similar players like Trex Company, Inc. (TREX) and The AZEK Company Inc. (AZEK) but pre ...

The Love Boat Now Sailing from Central Florida to the Pristine Beaches of the Caribbean, Through April 2025PORT CANAVERAL, Fla., Nov. 27, 2024 /PRNewswire/ -- Princess Cruises, famously known as "The Love Boat," celebrated the highly anticipated arrival of Caribbean Princess in Port Canaveral today, marking the launch of a new season of Caribbean cruises from this convenient Central Florida homeport. The ship set sail on a four-day Thanksgiving cruise to Turks & Caicos.In the spirit of giving, Princess made ...