Buy and Behold
Michael Hamlett JrEquity research from an investment analyst with almost 20 years of experience investing. I give buy and hold ratings on stock ideas. I’m sharing my theses on stocks using Seeking Alpha’s stock screener and add my buy ratings to the Fortinbras Portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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michaelhamlettjr.substack.comLatest Issues
Jacobs Solutions: Infrastructure Improvements for the Backbone of The Economy
I first wrote about Jacobs Solutions (J) for Seeking Alpha on July 8th 2026, you can read that article here.
Here’s a summary of that article:
Jacobs Solutions Inc. is rated a buy due to a robust contract backlog, diversified sector expos...
POSCO Holdings: An Integrated Steel Producer Trading Below Book Value
This Thesis evaluates PKX to find out why it trades below book value
Investment Snapshot
Patterson-UTI Energy Inc: Let The Capital Flow To Your Portfolio With This Oil And Gas Drilling Company
I first covered Patterson-UTI Energy, Inc. (PTEN) on July 1, 2026, you can read that article here.
Here’s a summary:
Patterson-UTI Energy, Inc. is rated a hold due to short-term oil price volatility and long-term demand uncertainty.
PTEN...
Invesco: An Asset Management Company In the Midst of a Turnaround
Investment Snapshot
Thesis
The market has spent the past five years valuing IVZ as a legacy active manager in slow decline, with GAAP losses, recurring impairments and a $4 billion preferred stock overhang.
That view is now outdate...
UGI Corporation: Powering Your Portfolio With This Natural Gas and Electric Utility
I first wrote about UGI Corporation (UGI) on June 25, 2026, and you can read that article here.
Here’s a summary:
UGI Corporation is rated a hold due to ongoing debt restructuring and flat revenue growth, despite its diversified energy bu...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Millennial Investor and Investment Analyst with almost 20 years experience investing. I write about investments and share my insights on my Seeking Alpha articles. I’ll be sharing my theses on different stocks using Seeking Alpha’s stock screener.
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