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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth DaVita: Further Upside Is Trickier (Rating Downgrade) Western Midstream: My Favorite High-Yield MLP Pick Uber: Why I'm Betting Big Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand MUC: Has Seen A Great Return, With More Gains Likely To Come Gogo: Incoming Growth Catalysts From MilGov And Galileo Adoption (Rating Upgrade) CEF Market Weekly Review: GAB Restrikes Its Rights Offering Ceasefire Brings Relief, But Outlooks Remain Complex Osterweis Capital Management Q2 2026 Equity Outlook Albemarle: Strategic Asset In Energy Security (Rating Upgrade) Why Amazon Is Not The AI Chip Provider Broadcom Is Global Partners: Watch Out For The Redemption Of The Preferred Shares International Consolidated Airlines: Hedging Provides Cushion Amid Oil Shock, We Still See Upside From Trading Houses To Tokio Marine: Buffett's Expanding Bet On Japan Bloom Energy: 115x Earnings Is Not Expensive Enough McGraw-Hill: The EdTech Sleeping Giant After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales Trump Pressures Iran As Islamabad Talks Aim To Secure Lasting Middle East Truce Consumer Sentiment Plunges To Lowest Level On Record ZIM's $35 Buyout: Why The Market Is Wrong To Doubt Hapag Lloyd's Winning Bid (Rating Upgrade) Politics And The Markets 04/11/26 Comcast Has Finally Fallen Low Enough To Get Interesting CoStar: A Compounding Machine In The Trash Can Ondas: Very High Growth, Very High Uncertainty, Cautious Buy Riley Exploration Permian: A Solid Growth Story In A Cyclical Industry Metals Are Lost In Translation; Risk Assets Or Safe Haven? - Silver, Gold And Copper Outlook Federal Reserve Watch: Fed Keeps Adding Securities To The Portfolio AirJoule: Breakthrough Water Tech, But Still Too Early To Buy Unit Corporation: Warrant Litigation Proceeds Bridgemarq Real Estate Services Inc. 2025 Q4 - Results - Earnings Call Presentation Markets Weekly Outlook: Markets Brace For U.S.-Iran Talks Amid Post-Ceasefire Surge KLA Corporation: Success Already Priced In, Hold Rating Maintained Headline Inflation Surged In March, But Core Remained Muted How To Potentially Crush Bond Fund Returns With DIY Treasury Trading It's The Economy... 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Artisan Global Value Fund Q1 2026 Commentary
2026-04-22 · via All Articles on Seeking Alpha

Summary

  • Our top-performing stocks this quarter were Samsung Electronics, Shell and Novartis.
  • Our worst contributors were Heidelberg Materials, American Express and Elevance.
  • We made no meaningful changes to the portfolio this quarter.
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Investment Process

We seek to invest in high-quality, undervalued companies with strong balance sheets and shareholder-oriented management teams.

Undervaluation

Determining the intrinsic value of a business is the heart of our research process. Intrinsic value

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