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Investment Thesis PulteGroup, Inc (NYSE:PHM) is a cyclical company. During the latest Housing Starts cycle from 2005 to 2022 (peak-to-peak), there was hardly any...
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iFintechWorld
iFintechWorld
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This article was written by Follow Buyside analyst covering global stocks on Seeking Alpha since 2018. I’ve been investing personally and professionally across major...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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I. Introduction: Why I want more shares I recently published an article going through my portfolio which consists of nine stocks and some cash,...
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The relative outperformance of Singaporean equities relative to its ASEAN peers this year has been a surprise, given the lack of macro tailwinds. The...
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Thesis Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set...
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Germany’s latest Q1 GDP data revision confirmed what many had long anticipated – the economy had already entered a technical recession (albeit a shallow...
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It has been a wild ride for regional banks in 2023. The year started off strong. While January and February did not feature as...
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As the month and quarter wind down, inflation readings are featured. The US May PCE deflator, which is the targeted measure, is reported. Canada...
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Microsoft (NASDAQ:MSFT) stock has led a dramatic recovery in the tech sector. The company reported resilient fundamentals in spite of the tough macro, but...
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Introduction So far this year, I have written a number of bullish articles on Union Pacific (NYSE:UNP), which is currently my second-largest dividend investment....
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Investment Thesis Fastenal Company (NASDAQ:FAST) distributes fasteners along with construction and industrial-related supplies in the United States, Mexico, Canada, and worldwide under the Fastenal...
