Business
P/F Bakkafrost 2026 Q2 – Results – Earnings Call Presentation (OTCMKTS:BKFKY) 2026-08-31
Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value estimates; favors dividend growth and/or income. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk. If interested, you may find out more about my investment philosophy in the I.S.S. (Investment Strategy Statement) found in my listing of published articles or via this link: Investment Strategy Statement – Ray Merola | Seeking Alpha
Analyst’s Disclosure: I/we have a beneficial long position in the shares of T.PR.A, T.PR.C either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Effectively managing markets with a balanced view through all cycles, NFTRH utilizes an unbiased approach based on the indications of our technical and ‘top-down’ macro fundamental analysis. We get the macro right, giving investors much better potential with their individual sector/stock selections, speculation and risk management.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
CCD: The 9.6% Yield Looks Sustainable, But The Premium Leaves Little Cushion
I have a strong interest in fundamental equity research, with a focus on companies with smaller market capitalizations. I look for underfollowed or misunderstood businesses with solid fundamentals, attractive long-term potential, and valuations that may not fully reflect their prospects.My approach emphasizes business quality, financial performance, management, capital allocation, valuation, and downside risk. I write on Seeking Alpha to share independent investment ideas, refine my research, and engage with other investors.Closely associated with Rafael Binatti Costa.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The $1 trillion race to build data centers is driving the economy—and creating a huge new opportunity for insurers. The industry is eyeing a once-in-a-generation chance to generate tens of billions of dollars in additional income.
Global premiums for insuring data centers will likely reach $20 billion to $30 billion a year by 2030, reinsurer Swiss Re forecast in a report this month.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
JPMorgan's $5 Trillion Empire Delivers, Yet Valuation Caps The Run
Lululemon: Even As A Bear I Am Surprised How Fast Fundamentals Are Collapsing
Oracle: Market's Mispricing Is Starting To Unwind
Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund’s objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The Pragmatic Optimist which focuses on portfolio strategy, valuation, and macroeconomics in concert with her husband Uttam Dey who is also a contributor on Seeking Alpha. Prior to cofounding her fund, Amrita worked for 5 years in high-growth supply-chain start-ups in downtown San Francisco, where she led strategy. During her time in the Bay Area, she also worked with venture capital firms and start-ups, where her efforts led her to grow the user acquisition business. During this time, she was introduced to investment portfolios and was able to maximize returns for clients during the pandemic. The cornerstone of Amritas work rests on democratizing financial literacy for everyone and breaking down financial jargon and complex macroeconomic concepts into formats that are easily digestible but more empowering than the typical investment thesis. Her newsletter has been featured as the Top Newsletter in Finance on popular newsletter platforms and she aims to bring her ideas to Seeking Alpha as well.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MRVL, CRDO, ON, BE, GLD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the equity trading desk at Northern Trust in Chicago. Those decades shaped my approach: stay disciplined, trust the data, and keep emotion out of the way. Since 2009, when I began publishing my stock selections, my portfolio has delivered solid long term results—compounding in the mid teens annually through 2025. Today I manage a 15-20 stock model portfolio where I select stocks that score highly for Quality, Growth, Momentum, Value, and Risk. I use a rules-based framework that helps me build high performing portfolios. My work focuses on systematic thinking, behavioral awareness, and evidence over opinion. For my market outlook and model portfolio updates, visit zeninvestor.org. .
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Phaedra Parks Spills Tea About Her Romance With CT Tamburello
FINANCIAL BREAKTHROUGH : God is Opening Financial Doors For you
‘Emotional’ BBC drama based in Norfolk gets first look trailer as fans ‘in tears’
-
Crypto World1 day agoBitcoin price stalls near $82K as key resistance holds
-
Politics1 day agoBest Gaming Laptops, CPUs, TVs, And Keyboards To Upgrade Your Set Up For GTA VI
-
Tech1 day agoThe Birds Outside, Drawn For You Automatically
-
Crypto World1 day agoIMF Says El Salvador’s Post-Review Bitcoin Purchases Used No Public Funds
-
Crypto World1 day agoU.S. added stronger than expected 162,000 jobs in August as labor market bounced back
-
Sports1 day agoAlexandre Pato consortium’s Northampton Town investment approved
-
Fashion24 hours agoWeekend Open Thread: Beyond Yoga
-
Sports1 day agoGolden Eaglets Drawn in Group B for 2026 WAFU B U17 Championship
-
Sports1 day agoCommanders’ Chig Okonkwo is a top breakout fantasy football candidate
-
Crypto World1 day agoXRP price breaks falling channel as bulls target $1.53
-
Politics1 day agoA new European chapter for Gibraltar
-
Politics1 day agoThe House | Bin the lectures, bring gossip and be ready to banter: how the new PM should prepare for his Trump encounter
-
Politics1 day agoHow To Avoid Winter Colds: 4 Everyday Habits That Spread Germs, Says Pharmacist
-
Crypto World1 day agoFrom warning to listing: UK’s largest retail investment platform opens access to crypto ETNs
-
Tech1 day agoA Worthy Android Ereader, With Some Tradeoffs
-
Crypto World1 day agoFinCEN flags $12.7B tied to Southeast Asia crypto investment scams
-
Crypto World1 day agoTrezor Data Breach Impacts 67,000 More US Customers
-
Politics1 day ago33 Cosy Autumn Home Decor Ideas: Blankets, Pumpkin Decorations, And Candles
-
Sports1 day agoSeven wickets in 21 balls: Sri Lanka’s Chamari Athapaththu scripts history with record-breaking spell
-
Tech1 day agoHow To Edit Claude’s Memory
You must be logged in to post a comment Login