Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4848175-grocery-outlet-holding-store-refresh-plan-may-succeed?source=feed_all_articles
Tag: recommendation
Nvidia: The Cycle That Never Ends
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, META, AMD, NBIS, CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4847672-nvidia-the-cycle-that-never-ends?source=feed_all_articles
PennantPark Investment: The NAV Continues Its Decline During Q3 (Rating Downgrade)
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4847403-pennantpark-investment-the-nav-continues-its-decline-during-q3-rating-downgrade?source=feed_all_articles
Domino’s Pizza: I Like The Slice Almost As Much As I Like The Stock
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4846915-dominos-pizza-i-like-the-slice-almost-as-much-as-i-like-the-stock?source=feed_all_articles
SCHD: Stop Calling It A Value Fund; It’s A Quality Momentum Strategy
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4846856-schd-stop-calling-it-a-value-fund-its-a-quality-momentum-strategy?source=feed_all_articles
ICSH: Spreads Normalization In Money Markets
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4846441-icsh-spreads-normalization-in-money-markets?source=feed_all_articles
JBS N.V.: A Tricky Consumer Staples Company With A Significant Upside
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NSRGY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company’s domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4846114-jbs-tricky-consumer-staples-company-significant-upside?source=feed_all_articles
‘Gut punch’: Liberal billionaire reportedly ‘unrecognizable’ after caving to Trump
California tech billionaire Marc Benioff, once a staunch supporter of the Democratic Party, has become “unrecognizable” after endorsing President Donald Trump’s National Guard deployments and cozying up to the president, The Washington Post reported Sunday.
Benioff had initially distanced himself from Trump following his 2024 victory, pledging to maintain his company’s core values such as diversity and inclusion. But after he publicly supported Trump’s plan to deploy the National Guard to San Francisco and made social media posts congratulating the president, those around him began to question whether he had caved on his principles.
“Marc Benioff stood out as someone who showed us that San Francisco values and the tech industry could coexist with and amplify each other,” said California state Rep. Matt Haney, a Democrat who represents San Francisco, speaking with the Post. “[That persona is now] unrecognizable.”
Others, like Rafael Mandelman, the president of the San Francisco Board of Supervisors, described Benioff’s apparent shift towards Trump as a “gut punch.”
Inside Benioff’s company Salesforce, the reaction was also negative. A message sent in the company’s internal messaging channel sharing a news article that included Benioff’s comments supporting Trump’s National Guard deployments garnered 200 negative reactions from employees using barfing-face emojis, according to a screenshot obtained by the Post.
“This seems to conflict pretty heavily with our values,” an employee at Salesforce wrote, according to the report.
While Benioff eventually walked back his support for Trump’s proposal to deploy the National Guard to San Francisco, he continued to praise the president on social media. Last month, Benioff even joined Trump for dinner in Tokyo.
Their relationship appeared so strong that Trump personally asked Benioff for advice on who should replace Federal Reserve Chair Jerome Powell — whom Trump has frequently clashed with and considered firing over Powell’s refusal to cut interest rates as Trump wished.
“Marc, do you have a suggestion?” Trump asked Benioff, owner of Time magazine, during the dinner.
“You put me on the cover of Time magazine. That was a nice picture. Thank you very much for that,” Trump added.
Benioff’s evolving political stance has sparked concern and surprise among former allies and employees alike as he increasingly aligns with the Trump administration.
https://www.rawstory.com/marc-benioff-trump-gut-punch/
Citigroup: EPS Beat And RoTCE Progress, But Execution Risks Persist (Upgrade)
**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.
Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4843699-citigroup-eps-beat-and-rotce-progress-but-execution-risks-persist-upgrade?source=feed_all_articles
Bumble: Women’s Dating App Has Cash Flow And Good Price
**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.
Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4841022-bumble-womens-dating-app-has-cash-flow-and-good-price?source=feed_all_articles