JasonDoiy/iStock Unreleased via Getty Images In The Midst Of A Significant Drawdown After researching Blue Owl Capital ( OWL ) and Fiserv ( FISV ) over the last few days, I am now turning my attention to Netflix ( NFLX )( NFLX:CA ), another stock that has been under significant selling pressure lately. This is precisely why I also decided to research enterprise software companies earlier in the mo...
JasonDoiy/iStock Unreleased via Getty Images In The Midst Of A Significant Drawdown After researching Blue Owl Capital ( OWL ) and Fiserv ( FISV ) over the last few days, I am now turning my attention to Netflix ( NFLX )( NFLX:CA ), another stock that has been under significant selling pressure lately. This is precisely why I also decided to research enterprise software companies earlier in the month, including ServiceNow ( NOW ), Salesforce, or Adobe ( ADBE ), among others. After hitting an all-time high of $134.12 per share at the end of June 2025, Netflix reached a local low of $75.01 just a few days ago, the equivalent of a ~44% drawdown in less than a year. This is when I get interested in a story, when general optimism has turned into pessimism and when long-term expectations have been revised lower for whatever reason. Those situations are my hunting ground, and it is only after doing some research that I can decide whether or not it is time to dip my toes in. Netflix Historical Share Price (Questrade, David Desjardins) Throughout my career as an investment analyst and after publishing more than 130 articles since joining the Seeking Alpha platform in September 2024, I now follow a long list of high-quality companies across pretty much every sector and industry, Netflix being one of them. Being able to identify exceptional business fundamentals is great, but in my view, the real money is made on buying them at the right time. No matter how great a business is and no matter how strong its competitive advantages are, it will still go through periods of underperformance on the stock market. This is the cyclical nature of things, not only on financial markets but in the universe in general. The daily cycle of the sun, the monthly cycle of the moon, or the annual cycle of the Earth. As Edward Dewey wrote in his book 'Cycles: The Mysterious Forces That Trigger Events': We are just beginning to probe one of nature's basic secrets; the rhythmic repetitions of events....
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
Deutsche Telekom AG press release ( DTEGY ): Q4 Non-GAAP EPS of €0.44. Revenue of €31.72B (+2.6% Y/Y). Guidance for 2026: Adjusted EBITDA AL of around 47.4 billion euros, free cash flow AL of around 19.8 billion euros, adjusted earnings per share of around 2.20 euros More on Deutsche Telekom AG Deutsche Telekom: Correction Is Here In 2026 Quant snapshot: Amerigo, Allianz lead strong buys as Ashfor...
Deutsche Telekom AG press release ( DTEGY ): Q4 Non-GAAP EPS of €0.44. Revenue of €31.72B (+2.6% Y/Y). Guidance for 2026: Adjusted EBITDA AL of around 47.4 billion euros, free cash flow AL of around 19.8 billion euros, adjusted earnings per share of around 2.20 euros More on Deutsche Telekom AG Deutsche Telekom: Correction Is Here In 2026 Quant snapshot: Amerigo, Allianz lead strong buys as Ashford Hospitality, Hudson Pacific lag EU seeks to bar Chinese firms from vital infrastructure: report Seeking Alpha’s Quant Rating on Deutsche Telekom AG Historical earnings data for Deutsche Telekom AG
(RTTNews) - AXA SA (AXA), a French insurance and asset management company, reported Thursday higher profit in its fiscal year 2025, benefited by increased Gross written premiums in all segments.
(RTTNews) - AXA SA (AXA), a French insurance and asset management company, reported Thursday higher profit in its fiscal year 2025, benefited by increased Gross written premiums in all segments.
PetroliniVideo/iStock via Getty Images Innovative Industrial Properties ( IIPR ) has bounced handily from the lows. The company appears to have reached an inflection point in dealing with tenants in default. Even after the recent rally, the stock still has not priced in the optimism, with the stock yielding nearly 15%. While a dividend cut may be on the horizon, the company’s strong balance sheet ...
PetroliniVideo/iStock via Getty Images Innovative Industrial Properties ( IIPR ) has bounced handily from the lows. The company appears to have reached an inflection point in dealing with tenants in default. Even after the recent rally, the stock still has not priced in the optimism, with the stock yielding nearly 15%. While a dividend cut may be on the horizon, the company’s strong balance sheet as well as the still-present rescheduling catalyst make the deep value too cheap to ignore. I reiterate my "S trong Buy" rating for the stock. IIPR Stock Price I last covered IIPR in January , where I called it a conviction buy due to President Trump’s executive order to reschedule cannabis. The stock has risen 10% since. Data by YCharts There has been surprisingly little development regarding rescheduling since that executive order, but this recent quarter showed significant financial progress. IIPR Stock Key Metrics IIPR is a net lease REIT primarily allocated to cannabis assets, though it has recently diversified into the life sciences sector. Net leases mean that the tenant is responsible for real estate taxes, insurance, and maintenance expenses. This is an important distinction because many REIT subsectors, such as shopping centers and malls, often have significant recurring capital expenditure requirements related to property maintenance. 2025 Q4 Presentation IIPR is highly concentrated in sectors and tenants. Its top 10 tenants make up 66% of overall rent, as we can see below. 2025 Q4 Presentation In the most recent quarter, the company delivered strong results, with the company finally putting an end to the bleeding. AFFO per share rose strongly on a sequential basis from $1.71 to $1.88 per share. 2025 Q4 Presentation The company made strong progress on leasing, signing four leases on square feet representing 4% of the portfolio. It is important to note that the company faces minimal lease expirations over the next decade. This means that investors can rest assured...
FIFA President Gianni Infantino says he has "complete confidence" in Mexico as a World Cup co-host despite days of cartel violence in the country that has left at least 70 people dead. (Image credit: Marco Ugarte)
FIFA President Gianni Infantino says he has "complete confidence" in Mexico as a World Cup co-host despite days of cartel violence in the country that has left at least 70 people dead. (Image credit: Marco Ugarte)