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March 9
- Two 9%+ Dividends Going From Bargains To Screaming Buys1. The market has become more volatile, presenting opportunities for long-term investors; 2. Two 9%+ yielding picks are discussed, which were already good deals before uncertainty increased; 3. The article highlights the attractiveness of these investments due to their current valuations.
- Alpha Picks Weekly Market Recap1. The market sold off as consumer confidence took a hit amid escalating trade tensions; 2. President Trump announced a 25% duty on $1.5T in imports from Canada and Mexico; 3. The article discusses the impact of these events on the stock market and the economy.
- Hims & Hers: AI-Powered Healthcare Disruption1. Hims & Hers Health, Inc. (HIMS) reported $1.5 billion in revenue in 2024, with a 69% year-over-year increase and $126 million in GAAP net income. 2. The company's subscriber base reached 2.2 million, growing 45% year-over-year, with 55% of subscribers using at least one personalized treatment. 3. Hims & Hers' GLP-1 weight loss treatments contributed $225 million in incremental revenue, but regulatory and supply risks remain significant concerns.
- S&P 500 Snapshot: Worse Week Since September1. The S&P 500 dropped 3.1% this week, marking its largest weekly decline since September; 2. The index is now 6.09% below its record close from February 19th, 2025; 3. The S&P 500 is down 1.68% year-to-date.
- Week Ahead: U.S. Growth Worries And Europe's Fiscal Initiative Weaken American Exceptionalism's Bull Case1. The US has imposed another 10% tariffs on Chinese imports, including Hong Kong; 2. The recent price action has weakened the usual correlation between the 10-year Treasury yield and the dollar-yen exchange rate; 3. The dramatic reversal of the US stance under the new administration is a negative shock for Canada.
- Politics And The Markets 03/09/251. This is a forum for daily political discussion on Seeking Alpha; 2. The comments are not regulated with the same rigor as the rest of the site; 3. The forum is an 'enter at your own risk' area due to heated discussions.
- A Major Market Rotation Is Likely Coming1. AI stocks are overheated and a shift is inevitable; 2. Discuss several stocks poised for an AI-fueled boost; 3. Undervalued stocks could outperform tech stocks in the next market cycle.
March 8
- Buy The Dip With Magnificent Return Potential: Medical Properties Trust1. The author discusses the struggling state of hospitals in the United States and the impact on Medical Properties Trust, Inc. (MPW). 2. He predicts a long-term recovery for landlords as operators rotate out. 3. He suggests collecting income from oversold securities that are primed for recovery.
- Why And How To Plan For A Potential $2 Million Retirement1. Discusses why a $1 million retirement goal may no longer be sufficient for those 15 years from retirement; 2. Presents strategies to potentially achieve a $2 million retirement goal; 3. Offers investment strategies applicable to all age groups.
- What Moved Markets This Week1. The S&P 500 index posted a weekly loss of over 3%, its worst performance since early September 2024, due to tariff uncertainties and mixed economic data. 2. The trade deficit hit a record high due to a surge in imports before the implementation of tariffs. 3. The February nonfarm payrolls report showed less-than-expected job growth, impacted by Trump and Musk's push for efficiency. 4. The Federal Reserve Chair Jerome Powell reassured that the U.S. economy is still in a good place. 5. The S&P 500 slipped -3.1%, the tech-heavy Nasdaq Composite slumped -3.5%, and the Dow fell -2.4% for the week.
- JFrog: A Tech Stock Leaps And Bounds Above Others1. JFrog has seen a 20% increase over the past six months due to robust growth and strategic partnerships, including with Amazon Web Services. 2. Its rapid growth is in line with the broader rally in the systems software industry driven by the AI boom. 3. Despite its high valuation, it maintains excellent momentum and long-term growth potential.
- CrowdStrike: Don't Rush To Buy The Drop1. CrowdStrike reported better-than-expected Q4 earnings and revenue, but saw a drop in shares due to weak FY 2026 guidance; 2. Despite strong financial performance, the company's free cash flow margin decreased due to higher CapEx; 3. The firm has a robust subscription-based business model but faces challenges with net retention rate and valuation.
- Why Warren Buffett's Berkshire Hathaway Is Still Poised For Outperformance1. Berkshire Hathaway is poised for outperformance due to its defensive positioning, stable earnings growth, and strategic shift to U.S. Treasury securities. 2. Warren Buffett's annual letter emphasizes the importance of fiscal policy, capital allocation, and maintaining a stable currency, with a focus on U.S. exceptionalism. 3. Despite a decline in GAAP net income, Berkshire's operating profit increased significantly, driven by strong performance in its insurance and investment segments. 4. Berkshire's current valuation and large cash position provide a margin of safety, making it a 'Strong Buy' amidst high market valuations and economic uncertainties.
- Planet Fitness: A New Year Brings More Hope To This Gym Franchise (Rating Upgrade)1. The author upgrades Planet Fitness to a neutral rating due to a sharp acceleration in revenue and same-club sales in Q4. 2. The company plans to open 160-170 new gyms in FY25, with 5-6% same-club sales growth. 3. Key risks include potential churn after the New Year season and reliance on re-equipment sales, which could impact franchisee profitability.
- Dividend Champion, Contender, And Challenger Highlights: Week Of March 91. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It highlights companies that have changed their dividends, those with upcoming ex-dividend dates, and companies with upcoming pay dates. 3. The author, Justin Law, emphasizes the importance of regular updates on dividend-paying stocks and offers additional resources through The Dividend Kings marketplace service.
- Ever Upwards For AISC, But Distinct Regional Variations Are Emerging1. The gold price climbed steadily upwards, trading above US$2,600/oz by quarter end; 2. AISC also continued to rise, up 4% q/q and 9% y/y, to US$1,456/oz; 3. Despite the rise in AISC, 97% of primary gold production in Q3'24 was profitable.
- Annaly Capital Has Broken Out (Technical Analysis)1. Long-term treasury rates have declined, leading to a negative yield spread; 2. The narrowing yield spread is offset by positive developments, including bullish technical trading patterns and expected interest rate cuts in the next ~3 months; 3. The author reiterates a buy rating on NLY stock.
- Politics And The Markets 03/08/251. This is a forum for daily political discussion on Seeking Alpha; 2. The comments are not regulated with the same rigor as the rest of the site; 3. The forum is an 'enter at your own risk' area due to heated discussions.
March 7
- A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement1. The article discusses a three-category portfolio approach to achieve $5,000 of durable monthly income streams; 2. It emphasizes well-mitigated dividend cut risk and inflation-protected income; 3. Concrete investment ideas are provided for portfolio inclusion.
- An Important Warning For BDC Investors1. BDCs may be entering a dangerous phase; 2. Avoid these risks before it's too late; 3. One BDC stands out as a safe bet.
- Spotlight On Upcoming Jobs Report1. The upcoming nonfarm payrolls report and Fed Chair Jerome Powell's speech are under close watch. 2. Economists expect 160,000 jobs to be added in February, with unemployment at 4.0%. 3. Concerns over the impact of recent policies and global trade uncertainty are highlighted.
- Stride: School From Home, A Secular Trend1. Stride's online K-12 education model is a secular trend; 2. The company is benefiting from growth and scale gains with a 9% enrollment increase estimated for 2025; 3. The company has high earnings visibility and operating leverage, with EBITDA margins rising from 6% to 12%; 4. The valuation is attractive at 1x PEG, with a potential price target of $185 if enrollment growth meets or exceeds 9% in September 2025; 5. The primary risk is regulation, but long-term enrollment growth and scale gains support a buy rating for Stride.
- Broadcom Q1 Earnings: AI Boom, Why I'm Bullish Again1. Broadcom's AI revenue is projected to grow 45% y/y in Q2 2025; 2. The stock is valued at 39x forward free cash flow with potential revenue growth of 18% in fiscal 2025 and 23% in fiscal 2026; 3. Despite concerns over net debt, Broadcom's strong cash flow and AI dominance justify the valuation.
- UiPath: A Strategic Buy For Growth-Oriented Investors Amid Market Turbulence1. UiPath has resolved execution issues, improving contract execution and sales compensation plans, boosting customer and revenue growth. 2. Organizational restructuring and cost-cutting are complete, with focus on sales and customer support. 3. Significant new deals and partnerships suggest a successful resolution of earlier sales challenges.
- Allot: Where I Believe I Made A Mistake (Rating Downgrade)1. The article discusses the turnaround of Allot Ltd., reaching GAAP profitability and three consecutive quarters of positive free cash flows. 2. The partnership with Verizon is announced, which could significantly increase Allot's market. 3. The author questions the company's valuation and whether the stock is currently undervalued.
- ImmunityBio: BCG Shortage And Tariff Risks Could Stifle Anktiva's Commercial Momentum1. ImmunityBio faces operational risks due to reliance on international BCG supplies and competition from Adstiladrin in NMIBC treatment. 2. Financially, the company struggles with high cash burn, limited cash runway, and substantial debt. 3. Anktiva's market adoption is uncertain beyond NMIBC, with potential hurdles in expanding to other indications like NSCLC, ovarian cancer, and TNBC.
- Snowflake: A Major Reversal Is In The Cards (Technical Analysis, Rating Downgrade)1. Negative divergence in MACD, RSI, and stochastics indicates a potential top and major reversal. 2. Mixed recent earnings with revenue growth and EPS reaching three-year lows. 3. Valuation seems excessive with a high P/S ratio relative to revenue growth and peers. 4. Both technical and fundamental setups are unappealing, suggesting a sell for Snowflake stock.
- Politics And The Markets 03/07/251. The Nasdaq ends down 2%, S&P slides in tech- and tariff-led rout before U.S. jobs report; 2. Trump administration reportedly delays tariffs on certain Canadian goods until April 2; 3. Canada imposes 25% tariffs on $155B worth of U.S. goods in response to U.S. tariffs.
March 6
- Credo Technology: The Post-Earnings Correction Is Likely Overblown1. Credo Technology's stock is undervalued with a 0.52x adjusted PEG ratio, lower than the industry average; 2. The company reported a substantial revenue increase of 87% QoQ and 154% YoY in Q3; 3. Credo's growth is driven by high demand for connectivity and AI infrastructure, with reduced customer concentration risks.
- AMD: Interesting Combination Of Growth And Valuation1. AMD's stock decline from $211 to $99 seems excessive; 2. Wall Street analysts remain bullish, while Seeking Alpha analysts offer more moderate optimism; 3. AMD's diversified business includes Data Center, Client, Gaming, and Embedded segments, with Data Center showing the most promise; 4. Financially strong, AMD expects high double-digit growth in revenue and EPS; 5. Fair Value estimated at $129.1, suggesting a 30% upside.