Varonis Systems, Inc. (NASDAQ:VRNS) Q2 2023 Earnings Conference Call July 31, 2023 4:30 PM ET Company Participants Tim Perz – Director of IR Yaki Faitelson – Chairman and CEO Guy Melamed – CFO and COO Conference Call Participants Matt Hedberg – RBC Capital Markets Joel Fishbein – Truist Securities Andrew Nowinski – Wells Fargo Shaul…
JHVEPhoto Today’s article about The Bank of Nova Scotia (BNS), more commonly known as Scotiabank, outlines a few overlooked risk factors. Although a valuation model is embedded in the article, the analysis aims to add to market transparency by discussing micro factors instead of conducting a holistic analysis of The Bank of Nova Scotia’s stock….
jetcityimage Pharma giant Eli Lilly and Company (NYSE:LLY) is buying the tiny biotech Sigilon Therapeutics, Inc. (NASDAQ:SGTX) for $14.92 per share in cash. The shares are trading at $21.28 due to a contingent value right ((CVR)) from Eli Lilly, potentially worth as much as $111.64 per share. Eli Lilly and Sigilon worked together on cell…
undefined undefined/iStock via Getty Images Investment Thesis Peabody Energy Corporation’s (NYSE:BTU) Q2 results delivered a very strong free cash flow (“FCF”) figure that allowed Peabody to repurchase just over 8% of its market cap during Q2. There are still some Asset Retirement Obligations (”ARO”) plus long-term debt obligations on Peabody’s balance sheet. But there’s also…
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis: I take a bullish view on Rogers Communications (NYSE:RCI), given strong customer lifetime value (LTV) performance, as well as continued earnings growth. In a previous article back in March, I made the argument that Rogers Communications could see lackluster growth until the eventual outcome on…
JHVEPhoto Elevator Pitch I award a Buy investment rating to Jones Lang LaSalle Incorporated (NYSE:JLL) shares. Earlier, I wrote about JLL’s profitability outlook, the company’s capital allocation approach, and its creation of a new CTO (Chief Technology Officer) position in my article published on May 22, 2023. My attention turns to Jones Lang LaSalle’s long-term…
Vertigo3d I have mentioned many times in my other articles that artificial intelligence (“AI”) is an over-popular and overcrowded sector right now. It seems to be a speculative bubble. Although many investors would disagree with me, I still think that larger companies in this field are more overvalued than smaller ones. Although KLA Corporation (NASDAQ:KLAC)…
AlenaMozhjer Investment thesis From 2005 to 2022, there was a 0.71 correlation between the homes delivered by M/I Homes, Inc. (MHO) (M/I) and Housing Starts. Housing Starts are cyclical making M/I a cyclical company. M/I revenue grew at 8 % CAGR during the last peak-to-peak Housing Starts cycle. About 1/3 of this was driven by…
Petmal Welcome to the Vanadium miners news. July saw several vanadium companies sign vanadium off-take deals and one sign a contract to sell VRFBs. These are positive signs that there is strong demand for vanadium and a growing demand for VRFBs. Vanadium uses Vanadium is traditionally used to harden steel. Chinese rebar standards are requiring…
Community Bank System, Inc. (NYSE:CBU) Q2 2023 Earnings Conference Call July 31, 2023 11:00 AM ET Company Participants Mark Tryniski – President and CEO Joseph Sutaris – Executive Vice President and CFO Dimitar Karaivanov – Executive Vice President and COO Conference Call Participants Nick Cucharale – The Hovde Group Steve Moss – Raymond James Alex…