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Long-Term Business Investor

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Sector Energy
Content Type Analysis
Website SeekingAlpha
Paywall Yes

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Content

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Turbocharge Your Income Portfolio With CVR Partners

Dec. 27, 2022, 6:37 a.m.

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Micron Technology: In The Midst Of A Macroeconomic Hurricane

Oct. 3, 2022, 1:59 p.m.

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CVR Partners: The Business Fundamentals Are Very Constructive In The Next 12 Months

Aug. 5, 2022, 9:54 a.m.

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APA Corp.: A New Strategy Is Proposed To Realize The Full Value Of Alpine High

July 26, 2022, 7:26 a.m.

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Micron Technology: Gross Margin Deteriorating Rapidly Points To More Share Price Downside

July 4, 2022, 5:07 a.m.

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Gross Margin Plateauing In A Weak Macro Backdrop Makes Micron Technology A Sell

May 3, 2022, 12:40 p.m.

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Himax Technologies: Fairly Priced Based On Normalized Gross Margin With Downside Risk

April 14, 2022, 4:41 p.m.

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CVR Partners: Potential Unit Price Doubling And A 40+% Forward DCF Yield

Feb. 24, 2022, 6 a.m.

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APA Corporation: Well-Positioned To Take Advantage Of Oil Market Tightness

Dec. 31, 2021, 5:50 p.m.

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CVR Partners: The Odds Are In Favor Of The Current Cycle Being At Least A Two-Year Upcycle

Aug. 5, 2021, 2:06 p.m.

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Ride The Boom In Copper And Agriculture Commodities For Alpha And Income Growth

July 6, 2021, 6:52 a.m.

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Lumen Technologies: Divestiture Catalyst Is On The Horizon

June 1, 2021, 4 p.m.

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Himax Technologies Is Grossly Undervalued

May 10, 2021, 3:33 a.m.

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Tower Semiconductor: Growth In 2021 Offers A 30% Upside Potential For Its Share Price

March 29, 2021, 10:55 a.m.

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Himax Technologies: Tailwinds Driving Gross Margin Expansion Continue To Strengthen

Feb. 8, 2021, 10:10 a.m.

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CVR Partners: Higher Nitrogen Fertilizer Prices May Lead To A Cash Distribution This Year

Jan. 19, 2021, 5:23 p.m.

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Himax Technologies: Parabolic Share Price Increase Driven By Multiple Gross Margin Expansion Tailwinds

Nov. 24, 2020, 12:50 p.m.

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eBay: Is The Glass Half Full Or Half Empty?

Nov. 13, 2020, 12:57 p.m.

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Micron: Horrible Gross Margin Guidance Foretells A Large Supply Demand Imbalance

Oct. 12, 2020, 9:13 a.m.

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CVS Health: Undervalued But No Catalyst To Close The Valuation Gap

Sept. 21, 2020, 10:15 a.m.

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Western Digital: Headwinds Abound

Sept. 1, 2020, 10:11 a.m.

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Micron: My Gross Margin Indicator Called A Recovery Head-Fake

Aug. 17, 2020, 10:47 a.m.

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