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Rotations Continue To The Next Rally As Markets Anticipate The January Effect
30+ min ago (180+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. - Timing is crucial for investment success; static buy-and-hold strategies often underperform due to market cycles and prolonged downturns. - Three proprietary portfolio models'Active Premium, Piotroski-Graham Value, and Active ETF Sector Gauge'consistently outperform the S&P 500 using timing and sector rotation. - Current signals favor value stocks and sectors like gold, utilities, healthcare, and biotechs, while technology (notably NVDA) shows short-term weakness. - Combining market, sector, and stock-specific signals enhances risk-adjusted returns, offering actionable frameworks for…...
Here are the major earnings before the open Monday
55+ min ago (92+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. Major earnings expected before the bell on Monday include: Major earnings expected before the bell on Monday include:...
MongoDB Q3 2026 Earnings Preview (NASDAQ:MDB)
1+ hour, 21+ min ago (109+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. - MongoDB (MDB) is scheduled to announce Q3 earnings results on Monday, December 1st, after market close. - The consensus EPS Estimate is $0.79 (-31.9% Y/Y) and the consensus Revenue Estimate is $593.44M (+12.1% Y/Y)....
Simulations Plus Q4 2025 Earnings Preview (NASDAQ:SLP)
1+ hour, 21+ min ago (110+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. - Simulations Plus (SLP) is scheduled to announce Q4 earnings results on Monday, December 1st, after market close. - The consensus EPS Estimate is $0.12 (+100.0% Y/Y) and the consensus Revenue Estimate is $17.39M (-7.0% Y/Y)....
MasterCraft Boat Holdings Just Makes Sense Here (NASDAQ:MCFT)
2+ hour, 10+ min ago (167+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. - MasterCraft Boat Holdings (MCFT) remains a 'buy' despite past underperformance, with shares down 38.5% since May 2023 amid industry headwinds. - MCFT's fundamentals are improving: Q1 2026 revenue and profits rose, driven by new product launches and higher unit sales in both MasterCraft and Pontoon segments. - Management raised 2026 guidance for EBITDA and EPS, reflecting optimism as new models gain traction and the company maintains a strong net cash position. - Shares trade at low multiples versus peers, and…...
Three reasons tariffs aren't raising as much as expected (US10Y:)
2+ hour, 25+ min ago (115+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. Tariffs are falling short on revenue projections, according to Samuel Tombs, chief U.S. economist at Pantheon Macroeconomics. Tariffs were anticipated to generate more than half a trillion dollars annually; however, current data suggests a much lower figure of $400 billion....
Three metrics to know as the Magnificent 7 enter December
2+ hour, 45+ min ago (117+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. While there were signs of a broadening market rally in last month, the Magnificent 7 stocks can still make our break December. As the megacaps enter the final stretch of 2025, here are two momentum indicators (above or below the 50-day moving...
SA Asks: What happens to the chip sector if China retakes Taiwan?
2+ hour, 52+ min ago (170+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. HUNG CHIN LIU/iStock via Getty Images According to recent reports, the Chinese government may be eyeing a takeover of Taiwan next year ahead of the 100th anniversary of the founding of the People's Liberation Army. Concerns about a potential takeover of Taiwan, currently the world's largest producer HUNG CHIN LIU/iStock via Getty Images According to recent reports, the Chinese government may be eyeing a takeover of Taiwan next year ahead of…...
Paladin Energy: A Good Proxy For Uranium Exposure (OTCMKTS:PALAF)
3+ hour, 16+ min ago (164+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. - Paladin Energy offers uranium exposure through its producing Langer Heinrich mine and the high-potential Patterson Lake South (PLS) project. - Langer Heinrich's ramp-up is boosting production and cash flow, with Q1 FY26 output at a record 1.07 million pounds U3O8, though profitability is not yet achieved. - A recent A$400M capital raise strengthens PALAF's balance sheet and funds PLS, which boasts low costs and strong leverage to uranium prices. - The combination of current production and future development makes…...
Accenture now calling employees 'reinventors' in move to embrace AI - FT (ACN:NYSE)
3+ hour, 48+ min ago (115+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally. Accenture has introduced a new moniker for its workforce, rebranding its nearly 800,000 employees as "reinventors" as the consultancy giant pivots to embrace the rapid advancements in artificial intelligence, the Financial Times reported Sunday. This move is part of a...