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Politics And The Markets 05/03/26
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please…
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InterContinental Hotels: A Generally Upbeat Q3 Trading Update (NYSE:IHG)
InterContinental Hotels (NYSE:IHG) recently released its Q3 trading update. Although business appears to be doing…
White Brook Capital Partners Q3 2023 Commentary
Performance Review NAVincrease, net CumIncept Ann Inception PF 2019 2020 2021 2022 YTD 2023 WBCP…
Estee Lauder: Why I Recommend Selling It Today (NYSE:EL)
Investment thesis I initiate my coverage of The Estée Lauder Companies Inc. (NYSE:EL) with a…
Highwoods Properties: Solid FFO Growth, Strong Leadership Makes It A Buy (NYSE:HIW)
Dear subscribers, Generally speaking, when something yields 10%+, you're well-served to stay away from it,…
Why everybody who’s anybody in Manhattan real estate relies on Jon Mechanic
Jonathan Mechanic was gazing at the sweeping view from the 22nd floor of One New…
Top Construction Stock Keeps Shining: Sterling Infrastructure (STRL) (NASDAQ:STRL)
Real estate (XLRE) continues to be one of the worst-performing sectors, -10.86% YTD, amid historically…
The theme park where France rewrites its history
The eagle swoops so low that the outstretched arms in the audience momentarily recoil. Up…
Old West Investment Management Q3 2023 Investor Letter
Dear Investor, As we round the corner and head into the fourth quarter of 2023,…
Boris Collardi: ‘I don’t personify the problems in Swiss banking!’
I spot Boris Collardi beaming handsomely, one arm outstretched, on the terrace of Le Creux…
Great-West Lifeco: 5.3% Yield From An Insurance Company And Asset Manager (OTCMKTS:GWLIF)
Introduction Great-West Lifeco Inc. (TSX:GWO:CA) (OTCPK:GWLIF) is one of Canada's largest financial services companies. It…
English football legend Sir Bobby Charlton dies aged 86
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
2 Attractive High Dividend Yield Buys For Your Dividend Income Portfolio
Investment Thesis In today’s article, I will explain the reasons for having added Johnson &…
Former Pakistan leader Nawaz Sharif returns from exile in bid to regain power
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Stanley Black & Decker: Needs Deleveraging And Margin Improvement (NYSE:SWK)
Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong…
Adani secures $3.5bn refinancing from global banks
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…