menu search

The construction of the dividend income accelerator portfolio

I plan to build the Dividend Income Accelerator Portfolio and to transparently document the construction of it here on Seeking Alpha. I will show you ...

August 28, 2023, 7:20 am

Evolution ab's unjustified huge discount

Evolution AB presents a risk-reward asymmetry and is 40% undervalued compared to my base case scenario with a fair price of €163. The company does n...

August 28, 2023, 5:19 am

Antero midstream: the path to a 10% yield

Antero Midstream Corporation is a high-yield stock with a current yield of 7.5% and potential for more than 10% yield in the future. AM is a midstream...

August 28, 2023, 2:03 am

Citizens financial group: a potential 10% preferred dividend yield upon reset

Citizens Financial Group's Q2 results showed a strong increase in interest income and net interest income. The bank's loan book consists of $151 billi...

August 27, 2023, 11:40 am

Experian: quality business with multiple growth drivers

Experian is a leading global information services company. We find its high-quality business model and growth potential very appealing. Sector multipl...

August 27, 2023, 11:29 am

Schlumberger is an attractive buy at the moment

Schlumberger, a company in the energy sector, has the opportunity to capitalize on the increasing demand for energy from non-Russian sources. The comp...

August 27, 2023, 10:19 am

Why lincoln national remains one of my highest picks.

I have a successful track record of investing in insurance companies and believes that Lincoln National (LNC) is a good investment opportunity. LNC ha...

August 27, 2023, 9:37 am

Oxford industries' winning strategy in the apparel market

OXM's business model is attractive, with high direct-to-consumer sales and the benefits of diversificat...

August 27, 2023, 9:06 am

Starwood property trust looks interesting again yielding 9.77%, after q2 earnings

Starwood Property Trust (STWD) remains an attractive REIT with a top and bottom line beat on Q2 earning...

August 27, 2023, 8:45 am

Do you want to make real estate income but don't have a lot of money? here's how to start for under $100.

Equity Residential is a leading apartment landlord that pays an attractive dividend. Realty Income has ...

August 27, 2023, 7:49 am

Usvm: combining value and momentum with mixed results

VictoryShares US Small Mid Cap Value Momentum ETF (USVM) implements a strategy combining valuation ratios and momentum indicators. The ETF is well-div...

August 27, 2023, 6:48 am

R1 rcm: attractively priced, capital produces $0.90/share in earnings, reiterate buy

R1 RCM Inc. continues to offer long-term value for investors, with ongoing gains in contract balances and revenues. Recent acquisitions are starting t...

August 27, 2023, 2:46 am

Chi: premium remains persistent

Calamos Convertible Opportunities and Income Fund is trading at a premium over its net asset value, making it unattractive for new investment dollars....

August 27, 2023, 1:59 am

Vivid seats: taylor swift tours, digital marketing improvements imply undervaluation.

Vivid Seats reported quarterly marketplace orders growth and increased its guidance, indicating potential for accelerated FCF growth. The company's ex...

August 26, 2023, 11:22 am

Ameren: resilient finances prove attractive in a weakening economy

Ameren Corporation is a regulated electric and natural gas utility serving Illinois and eastern Missouri. The company has stable cash flows and a high...

August 26, 2023, 10:28 am

5 best cefs to buy this month (august 2023)

Closed-end funds offer high income, diversification, and market-matching total returns for income-focused investors. Five CEFs with solid track record...

August 26, 2023, 9:30 am

Is alexandria real estate equities a buy?

Alexandria Real Estate Equities focuses on life sciences companies. The REIT has an attractive valuatio...

August 26, 2023, 9:29 am

Stride: risk/reward attractive, but caution on enrollment levels

Stride Inc. is a profitable online education company serving a niche market that is growing in popularity. The company's Career Learning segment has s...

August 26, 2023, 7:23 am

Chord energy: this bakken pure-play remains a 'buy'

CHRD reported solid Q2 results with increased production above forecasts. The company made a nice strategic bolt-on acquisition to strengthen its core...

August 26, 2023, 7:09 am

Corcept therapeutics: far more constructive with korlym resolve (rating upgrade)

Corcept Therapeutics' equity stock shows promising investment prospects with the resolution of its Korlym overhang and strong financial performance. T...

August 26, 2023, 6:43 am


Search within

Pages Search Results: