NVIDIA ( NVDA ) has only gained around 4% since I last rated it a Strong Buy back in December. As the largest company in the world reports its earnings, it gives us aAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified rea ...

Core Insights - NVIDIA has experienced a modest gain of approximately 4% since being rated a Strong Buy in December, indicating a relatively stable performance in the market [1] - The focus is on identifying undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that has been overlooked but shows potential for substantial returns, reflecting a long-term value investing strategy [1] Company Analysis - The article emphasizes a preference for long-term value investing while acknowledging occasional interest in deal arbitrage opportunities, such as Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a clear aversion to investing in high-tech businesses or certain consumer goods that are not well understood, with a specific mention of a preference for established brands like Levi's [1] - The article expresses skepticism towards cryptocurrencies, indicating a focus on more traditional investment avenues [1] Community Engagement - The aim is to connect with like-minded investors through platforms like Seeking Alpha, fostering a collaborative community focused on informed decision-making and superior returns [1]

Group 1 - Permian Resources Corporation (PR) has seen a share price appreciation of over 30% since being rated a Strong Buy in December [1] - The company is identified as undervalued and has strong fundamentals and good cash flows, making it an attractive investment opportunity [1] - Energy Transfer is highlighted as another company that was previously overlooked but is now considered a valuable investment [1] Group 2 - The focus is on long-term value investing, with an interest in sectors like Oil & Gas and consumer goods [1] - The analysis emphasizes a preference for companies with clear business models, avoiding high-tech and certain consumer goods sectors that are difficult to understand [1] - The article aims to connect with like-minded investors and build a community focused on informed decision-making and superior returns [1]

“Time out.” I yelled it with a hint of disgust. I didn’t even have to make eye contact with my assistant coach—we were on the same page.We’d just watched the second air-ball three-pointer of the second half.“Get in there for Reese.”Reese shrugged and jogged off the court. I grabbed him lovingly by the shoulders. “Hey buddy — do you know why you’re out?”He nodded slowly. “Because…I…shot… a…three…pointer.”“And what did I just say in the huddle?”“…To…not…shoot…three…pointers.”I patted him on the shoulder. Rees ...

With Paramount Skydance Corporation ( PSKY ) releasing its latest quarterly earnings, I believe that it was one of the most intriguing releases for a company that can’t keep itself out of the news asAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has ...

Since I last reviewed Diamondback Energy, Inc. ( FANG ) back in June, the company’s stock has appreciated by over 17%, posting an appreciable return considering the current dynamics of the market. As the company focused itsAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basi ...

6.107.147+$21.93+8.11%$292.50[Seagate Technology][STX]• Vol: 1.892.182+$24.55+6.20%$420.57IDoorDashIJDASHI• Vol: 2.430.673+$9.94+6.05%$174.32## Top Losing Stocks[GoDaddy][GDDY]• Vol: 4.828.730-$16.0317.37%$76.27[First Solar][FSLR]• Vol: 6,097,667-$31.6113.00%$211.60|CoStar Group||CSGP|• Vol: 5,901,971-$4.9310.03%$44.22[Lennar] [LEN]• Vol: 1,029.027-$6.635.70%$109.77[Builders FirstSource][BLDR]â€๔ Vol: 787,778-$6.185.63%$103.50 Retirees Are Watching AMLP as Natural Gas Prices Briefly Hit Highest Price in Yea ...

Core Insights - ONEOK (OKE) has experienced a significant increase of nearly 13% since the beginning of 2026, indicating a positive market sentiment towards the company [1] Company Analysis - The company is part of the midstream industry, which has seen a notable uptick in performance recently [1] - The focus is on undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas [1] - Energy Transfer is highlighted as another company that has gained attention after being previously overlooked [1] Investment Strategy - The investment approach emphasizes long-term value investing while also considering potential deal arbitrage opportunities [1] - There is a preference for companies that are understandable, avoiding high-tech and certain consumer goods sectors [1] - The company aims to connect with like-minded investors through platforms like Seeking Alpha to share insights and foster a collaborative investment community [1]

Key Takeaways ET gained 14.1% in three months, lagging its industry and sector despite a vast U.S. pipeline network.Energy Transfer gets nearly 90% of revenues from fees and expanded Transwestern capacity to 2.3 Bcf/d.ET trades at 10.1x EV/EBITDA, below industry, while ROE of 10.17% trails peers.Units of Energy Transfer LP (ET) have rallied 14.1% in the past three months compared with the Zacks Oil and Gas - Production Pipeline - MLB industry’s growth of 16% and the Zacks Oil-Energy sector’s rally of 19.2%. ...

2025 was certainly a strange year for Energy Transfer’s unitholders, as units lost around 16% in value, though 2026 saw an already strong appreciation. I’ve been a long-time bull on ET , and IAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been u ...