Home Depot and Lowe's are pivoting to professional contractors to drive growth while rewarding patient shareholders with reliable and increasing dividends.
Home Depot and Lowe's are pivoting to professional contractors to drive growth while rewarding patient shareholders with reliable and increasing dividends.
Editor's note: Seeking Alpha is proud to welcome Wilson Ye as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » hapabapa/iStock Editorial via Getty Images I have 7 years of "boots-on-the-ground" experience implement...
Editor's note: Seeking Alpha is proud to welcome Wilson Ye as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » hapabapa/iStock Editorial via Getty Images I have 7 years of "boots-on-the-ground" experience implementing Workday. I have taken panic calls during Christmas holidays due to an integration failure caused by accident. I sat in meetings where executives grilled me with "What if it doesn't work" questions. I have seen projects delayed as customers could not complete the testing process in time. I understand the gravity of building and maintaining a reliable enterprise system—a reality many market participants currently take for granted. Recently, Workday and other software leaders have been severely punished as the "Software is being disrupted by AI" rhetoric took hold. In this hyper-emotional environment, the market seizes upon any flaw to punish the stock. However, I believe this sell-off is unwarranted. The market is underestimating the complexity, sophistication, and "trust moat" of the Workday ecosystem. I am assigning a "buy" rating to Workday, as the market is currently pricing in a structural decline that my professional experience strongly contradicts. Misunderstanding of the Enterprise SaaS Industry If you ask any professional who works in the industry, you will certainly receive an answer that Enterprise Resource Planning (ERP) is an incredibly difficult business. It is not a college midterm where an 85% is an "A"; it is a statement of legal and financial liability that demands 100% accuracy and strict regulatory compliance. Workday is the System of Record—the ultimate "truth" of an organization. Critics claim AI agents may soon code curated software systems to disrupt or replace traditional SaaS players, including Workday. This might work for a seven-employee car sh...
Narendra Modi inaugurated the ATMP facility of Micron Technology in Sanand, marking a milestone in India’s semiconductor journey. The Prime Minister’s Office said commercial production and shipment of the first made in India semiconductor memory modules have commenced. Approved under the India Semiconductor Mission with an investment of over Rs 22,500 crore, the plant will house about 500,000 squa...
Narendra Modi inaugurated the ATMP facility of Micron Technology in Sanand, marking a milestone in India’s semiconductor journey. The Prime Minister’s Office said commercial production and shipment of the first made in India semiconductor memory modules have commenced. Approved under the India Semiconductor Mission with an investment of over Rs 22,500 crore, the plant will house about 500,000 square feet of cleanroom space. It is designed to serve global markets amid rising AI and high performance computing demand. The ATMP unit will convert advanced DRAM and NAND wafers into finished memory products. The PMO said the operationalisation reinforces India’s position as a competitive semiconductor destination and strengthens a resilient technology ecosystem.
SHANGHAI, March 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its February 2026 delivery results.
SHANGHAI, March 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its February 2026 delivery results.
Getty Images I used to be fairly heavily invested in US REITs. The reason I am not right now is because REITs are bad investments or bad choices; it's because a significant shift in USD/SEK FX made me leave most of those investments (that were at a profit) behind. Now that FX has normalized, I'm looking at what REITs to go into, and I've been investing in a couple of them again. Today, I look at W...
Getty Images I used to be fairly heavily invested in US REITs. The reason I am not right now is because REITs are bad investments or bad choices; it's because a significant shift in USD/SEK FX made me leave most of those investments (that were at a profit) behind. Now that FX has normalized, I'm looking at what REITs to go into, and I've been investing in a couple of them again. Today, I look at Welltower ( WELL ), and I'll show you why, in this case, I have not invested in this particular one. When I pick investments or even companies to cover, I focus on a couple of things. Fundamentals, profitability, and valuation are core among the qualities that I weigh heavily. I try not to rely too heavily on a company having to "outperform" the market or its own expectations. When a company's performance is, in fact, dependent on a specific, expected outperformance, I tend to be very dubious about investing in it. It's because even if we have solid accuracy ratios and forecasts (historically speaking), there's always a certain risk in investing in companies like this. To me, that risk is higher than investing in a company that is fundamentally undervalued for what it is at its heart, irrespective of future outperformance. To put it another way, I'd rather invest in a cheap-quality company that grows very slowly, or even sometimes not at all, than I would in a company that trades at expensive multiples, and that's because investment return success (mine, in turn) is predicated on outperforming significantly, or even at all. I believe the more "tilted" you are towards this tendency, the more of a value-oriented investor you can be argued to be. In this article, I'll be updating on Welltower following the company's recent bout of share price appreciation, following in turn the short decline we saw in November-December of 2025. Welltower - The Upside Here is Tricky Welltower is an A-rated healthcare REIT with an AFFO multiple of over 44x. During bad times, such as the GFC or ev...