Browsing: News

Over the past year, I’ve maintained a skeptical stance on Petróleo Brasileiro S.A. aka Petrobras (NYSE:PBR), primarily due to concerns…

Editor’s note: Seeking Alpha is proud to welcome Ignacio Llorente as a new contributor. It’s easy to become a Seeking…

Commentary In 2023, the Polen Capital U.S. Small Company Growth Composite Portfolio (the Portfolio) returned 10.46% gross and 10.22% net…

Upstart Holdings, Inc. (NASDAQ:UPST) continues to see headwinds in its business. While Q4 2023 results were strong, guidance was lighter…

For most of the last 15 months, we have held strongly negative views on DNP Select Income Fund (NYSE:DNP). This…

Dear readers/followers, Why am I so positive about Bakkafrost (BKFKF) (BKFKY) as a company? Easy – I view Salmon as…

Rarely are officials able to achieve the proverbial economic soft-landing when higher interest rates help cool price pressures without triggering…

Investment Thesis The Tyson Foods, Inc. (NYSE:TSN) investment thesis surrounds their ability to recover margins back to historical levels. In…

This article was written byFollowSeeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We…

Summary Following my coverage of CNH Industrial (NYSE:CNHI), for which I recommended a neutral rating due to my expectation that…