Just_Super Welcome to the July 2023 edition of the ‘junior’ lithium miner news. We have categorized those lithium miners that won’t likely be in production before 2024 as the juniors. Investors are reminded that many of the lithium juniors will most likely be needed in the mid and late 2020’s to supply the booming electric…
sasacvetkovic33 Antero Resources (NYSE:AR) has underperformed since my initial write-up, but rebounded nicely after my May “Buy” reiteration, up over 18% since then, outpacing the S&P 500’s under 10% return. With the stock reporting its Q2 results, I wanted to catch up on the name. Q2 Results For Q2, AR delivered revenue of $953.3 million,…
According to a leak, LinkedIn is working on an AI tool to help ease the task of looking and applying for jobs on the professional social platform. New AI adoption by companies is no longer a shock to the market, as in the case of LinkedIn, which is reportedly working on an AI tool. It…
SlobodanMiljevic Investment Summary Almost a month ago Worthington Industries Inc (NYSE:WOR) released its Q4 2023 results that showed another strong quarter from the company. Net earnings YoY were up significantly, reaching $129 million in the quarter, and a EPS of $2.61. Saying that WOR is just a steel play might be doing it a disservice…
statu-nascendi By David Waugh Copper appears a cornerstone of the green-technology revolution. With global supply constrained, we think prices could soon be on the rise. Copper, a linchpin of the green energy revolution, appears to face a looming supply-demand imbalance that, in our view, could soon shine up the metal’s market price. On the demand…
Evkaz/iStock via Getty Images In the coming days, the management team at Kennametal (NYSE:KMT), an enterprise that’s focused on the production of tooling and metal cutting products, as well as of infrastructure products like ceramic components and earth cutting tools, is expected to announce financial results covering the final quarter of the company’s 2023 fiscal…
naphtalina/iStock via Getty Images CNBC Closing Bell This morning I joined Ade Nurul Safrina on CNBC “Closing Bell” Indonesia to discuss the Fed’s move yesterday, Emerging Markets, Earnings and Markets Outlook moving forward. CPS As many of you know, Cooper-Standard (CPS) started as one of our largest three positions (by capital deployed) in May of…
Yana Tatevosian Investment thesis Our current investment thesis is: Jamieson has developed deep expertise in the industry, through product development and innovation. This has allowed the business to develop a highly regarded and trusted brand for high-quality products. Growth has been strong, with Management now focused on international expansion, through entry into China and investment…
Vladimirs_Gorelovs Thesis My article analyzes Danone S.A.’s (OTCQX:DANOY) Q2 2023 Earnings Report, noting the company’s impressive sales growth and ongoing improvements in their transformation plan. However, I also shed light on potential risk factors and headwinds such as negative volume mix impacts from adverse foreign exchange rates as well as challenges with Russia that ultimately…
Fahroni The electric vehicle transition is a known and accepted story, and many investors want a part in it. The reason for this is straightforward: the EV market is already large, growing rapidly and will continue to grow rapidly for decades to come. Global EV Stock in Selected Regions (International Energy Agency) There are many…
tadamichi The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. The team offers its mid-year outlook for these and other hedge fund strategies. As we reach the mid-year mark, which is a time when we thought we would have more clarity on economic trends, inflation, geopolitical…
Boyd Gaming Corporation (NYSE:BYD) Q2 2023 Earnings Conference Call July 27, 2023 5:00 PM ET Company Participants David Strow – VP, Corporate Communications Keith Smith – President, CEO & Director Josh Hirsberg – EVP, CFO & Treasurer Conference Call Participants Joseph Greff – JPMorgan Chase & Co Carlo Santarelli – Deutsche Bank Steven Wieczynski –…
GSI Technology, Inc. (NASDAQ:GSIT) Q1 2024 Earnings Conference Call July 27, 2023 4:30 PM ET Company Participants Lee-Lean Shu – Chairman, President and CEO Douglas Schirle – CFO Didier Lasserre – VP of Sales Conference Call Participants Nick Doyle – Needham and Company Jeff Bernstein – TD Cowen Operator Ladies and gentlemen, thank you for…
tupungato/iStock Editorial via Getty Images The Italian luxury menswear fashion company Ermenegildo Zegna (NYSE:ZGN) has risen by 31% since I last wrote about it in January this year. The rise started in earnest in June, following its touching the lowest level of USD 11.1 for 2023 in May, to rise by a massive 37% increase….
Everest Group, Ltd. (NYSE:EG) Q2 2023 Earnings Conference Call July 27, 2023 8:00 AM ET Company Participants Matthew Rohrmann – Senior Vice President, Head of Investor Relations Juan Andrade – President and Chief Executive Officer Mark Kociancic – Executive Vice President and Chief Financial Officer James Williamson – Executive Vice President, Group Chief Operating Officer…
Integer Holdings Corporation (NYSE:ITGR) Q2 2023 Earnings Conference Call July 27, 2023 9:00 AM ET Company Participants Joe Dziedzic – President and Chief Executive Officer Diron Smith – VP, Financial Planning and Analysis and Interim Chief Financial Officer Andrew Senn – SVP, Strategy, Business Development and IR Conference Call Participants Matthew Mishan – KeyBanc Capital…
Beazer Homes USA, Inc. (NYSE:BZH) Q3 2023 Earnings Conference Call July 27, 2023 5:00 PM ET Company Participants David Goldberg – Senior Vice President and CFO Allan Merrill – Chairman and CEO Conference Call Participants Alan Ratner – Zelman & Associates Alex Rygiel – B. Riley Securities Jay McCanless – Wedbush Julio Romero – Sidoti…
Cullen/Frost Bankers, Inc. (CFR) Q2 2023 Earnings Conference Call July 27, 2023 2:00 PM ET Company Participants A.B. Mendez – senior Vice President and Director-Investor Relations Phil Green – Chairman and Chief Executive Officer Jerry Salinas – Group Executive Vice President and Chief Financial Officer Conference Call Participants Brady Gailey – KBW Steven Alexopoulos –…
Globe Life Inc. (NYSE:GL) Q2 2023 Earnings Conference Call July 27, 2023 12:00 PM ET Company Participants Stephen Mota – Senior Director, Customer Relations Frank Svoboda – Chief Executive Officer Matt Darden – Chief Executive Officer Tom Kalmbach – Chief Financial Officer Mike Majors – Chief Strategy Officer Conference Call Participants Wes Carmichael – Wells…
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q2 2023 Earnings Conference Call July 27, 2023 5:00 PM ET Company Participants Jackie Bolles – Executive Director, Treasury and IR David Graziosi – Chairman and CEO Fred Bohley – SVP, CFO and Treasurer Conference Call Participants Rob Wertheimer – Melius Research Ian Zaffino – Oppenheimer Tim Thein – Citi…
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q2 2023 Earnings Call July 27, 2023 4:30 PM ET Company Participants Mihael H. Polymeropoulos – President, Chief Executive Officer and Chairman of the Board Kevin Moran – Senior Vice President, Chief Financial Officer and Treasurer Tim Williams – General Counsel Conference Call Participants Andrew Tsai – Jefferies Operator Good afternoon….
Precision Drilling Corporation (NYSE:PDS) Q2 2023 Earnings Conference Call July 27, 2023 2:00 PM ET Company Participants Lavonne Zdunich – Director, IR Carey Ford – SVP and CFO Kevin Neveu – President and CEO Conference Call Participants Luke Lemoine – Piper Stanley Aaron MacNeil – TD Cowen Waqar Syed – ATB Capital Keith Mackey –…
William_Potter/iStock via Getty Images Investment Thesis The allocation of your investment portfolio determines to a significant degree the Total Return that you will achieve over the long term and has a strong impact on the risk level your investment portfolio is exposed to. Due to the enormous importance of portfolio allocation, in today’s article, I…
Investment banking company, TD Cowen, published a recent report on MicroStrategy and its adoption of Bitcoin, according to documents obtained by Bitcoin Magazine. “MicroStrategy represents a new kind of firm, which generates dollar -based cash flow from enterprise software products and cloud intelligence services but then converts its excess cash flow – on an effectively…
Element Solutions Inc (NYSE:ESI) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Varun Gokarn – Senior Director of Strategy and Finance Ben Gliklich – Chief Executive Officer Carey Dorman – Chief Financial Officer Conference Call Participants Josh Spector – UBS Kieran de Brun – Mizuho Securities John Roberts – Credit…
Brookline Bancorp, Inc. (NASDAQ:BRKL) Q2 2023 Earnings Conference Call July 27, 2023 1:30 PM ET Company Participants Laura Vaughn – Attorney Paul Perrault – Chairman & CEO Carl Carlson – Co-President & CFO Conference Call Participants Mark Fitzgibbon – Piper Sandler & Co. Stephen Moss – Raymond James & Associates Christopher O’Connell – KBW Operator…
Perficient, Inc. (NASDAQ:PRFT) Q2 2023 Earnings Conference Call July 27, 2023 11:00 AM ET Company Participants Jeff Davis – Chairman and CEO Paul Martin – Chief Financial Officer Tom Hogan – President and COO Conference Call Participants Kyle Peterson – Needham Brian Kinstlinger – Alliance Global Partners Maggie Nolan – William Blair Puneet Jain –…
stockcam With Snap Inc. (NYSE:SNAP) reporting on its Q2 2023 a couple of days ago, I intend to provide a brief overview of the most notable financial results achieved by the company. I will conclude by providing an update to my May article’s equity value. Financial Performance Overview Revenue Growth – the company showed revenue…
hxdyl Investment Rundown There seems to have been a slight correction upward for the share price of Sylvamo Corporation (NYSE:SLVM). In the last twelve months, the price is up just over 30% but the p/e still sits very low at just 5.7 on a forward basis. Much of the reason for the low multiple seems…
Ardagh Metal Packaging S.A. (NYSE:AMBP) Q2 2023 Earnings Conference Call July 27, 2023 9:00 AM ET Company Participants Stephen Lyons – Investor Relations Oliver Graham – Chief Executive Officer David Bourne – Chief Financial Officer Conference Call Participants George Staphos – Bank of America Arun Viswanathan – RBC Capital Markets Kyle White – Deutsche Bank…
Mid-America Apartment Communities, Inc. (NYSE:MAA) Q2 2023 Results Conference Call July 27, 2023 10:00 AM ET Company Participants Andrew Schaeffer – SVP, Treasurer & Director, Capital Markets Eric Bolton – President, CEO Tim Argo – Chief Strategy & Analysis Officer Al Campbell – CFO Rob DelPriore – CAO, General Counsel Brad Hill – CIO Conference…
The EOS community has encountered significant problems since Block.one failed to honour its commitments of supporting the EOS Network and community. As per the latest development, the EOS Network Foundation (ENF) shall be initiating legal action against major investor Block.one (B1) over its failure to honor investment commitments of over $1 billion. On July 25,…
guvendemir Introduction It’s time to discuss what has become one of my all-time favorite dividend growth stocks: L3Harris Technologies (NYSE:LHX). In April, I wrote my most recent article, calling the company a ridiculously undervalued dividend stock. Since then, I have aggressively added to it and bought it for almost all dividend portfolios that I manage/advise…
Sazmining, a hosted Bitcoin mining provider committed to 100% renewable energy, has set its sights on South America with the establishment of a new facility in Paraguay. Slated to commence operations on September 15th, the facility takes advantage of Paraguay’s low electricity prices, offering hosting at an competitive rate of 4.7 cents per kWh –…
Annaly Capital Management, Inc. (NYSE:NLY) Q2 2023 Earnings Conference Call July 27, 2023 9:00 AM ET Company Participants Sean Kensil – VP, Annaly Capital Management David Finkelstein – CEO, CIO & Director Serena Wolfe – CFO Michael Fania – Deputy CIO & Head, Residential Credit Ken Adler – Head, Mortgage Servicing Rights & Portfolio Analytics…
The funding comes at a time when investment in the crypto ecosystem is becoming scarce. Layer 2 data storage project EthStorage has raised $7 million in its seed funding led by crypto investment fund dao5. The round saw the participation of Foresight Ventures, Galxe, Gate Ventures, SevenX Ventures, and Sky9 Capital. Avant Blockchain Capital, Cloud…
Wirestock Deere & Company (NYSE:DE) is one of the largest lawn care and heavy equipment manufacturers in the world. The company has a valuation of almost $130 billion after it more than tripled from mid-2020 to mid-2021. That growth has put the company in an expensive position, and as we’ll see throughout this article, the…
Notably, the update currently applies to Android users while the Twitter bird logo remains on the App Store. After confirming intentions to replace the prominent Twitter logo with the letter X earlier this week, Twitter has finally changed the blue bird symbol to the new design on Android. When CEO Elon Musk announced the rebranding,…
SLM Corp. (NASDAQ:SLM) Q2 2023 Earnings Conference Call July 27, 2023 8:00 AM ET Company Participants Melissa Bronaugh – VP & Head, IR Jonathan Witter – CEO & Director Steven McGarry – EVP & CFO Conference Call Participants Jeffrey Adelson – Morgan Stanley Richard Shane – JPM Michael Kaye – Wells Fargo Steven Kwok –…
O’Leary says the Fed could still increase rates to 6.25% or 6.5%, resulting in bank failures in regional institutions . Popular Shark Tank investor Kevin O’Leary has sounded a note of warning about the Federal Reserve’s tightening cycle applied to fight inflation. According to O’Leary, the Fed’s continuous rate hikes could result in more US…
Oatly Group AB (NASDAQ:OTLY) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Brian Kearney – Investor Relations Jean-Christophe Flatin – Chief Executive Officer Daniel Ordonez – Chief Operating Officer Christian Hanke – Chief Financial Officer Conference Call Participants Christian Junquera – Bank of America Michael Lavery – Piper Sandler Operator…
To counter the margin pressure, Barclays announced plans for a share buyback of up to £750 million. Barclays, the British multinational bank, has recently announced its Q2 2023 financial results, revealing expectations of earning less interest in its domestic division amid concerns over inflation and high-interest rates. The bank reported a net income of £1.3…
blackred EXECUTIVE SUMMARY1 After spinning out the investment team as an independent entity last fall, we are widening access to our flagship equity strategy for the first time. We discuss the careful growth in assets that has gotten us here and why we are excited about the near future for fundamental investors. PERFORMANCE REVIEW The…
As the global economy continues to recover from the COVID-19 pandemic, the Eurozone is facing increasing chances of inflationary pressures. In a bid to address the persistent challenge of inflation, the European Central Bank (ECB) recently took a significant step by announcing a 25 basis points rate hike, raising its main rate to 3.75%. The…
Kobus Louw Thesis This article delves into Affiliated Managers Group, Inc.’s (NYSE:AMG) Q2 2023 earnings that showcased a combination of strengths and challenges, evaluates its performance against market trends, explores its valuation, identifies potential risks and headwinds, and ultimately suggests a cautious “hold” rating for investors. Company Overview Affiliated Managers Group, Inc., a well-established investment…
In what is perhaps the most articulate and thorough Bitcoin grant offering to date, the Human Rights Foundation (HRF) has announced a 20 BTC set of bounty challenges in support of open-source Bitcoin developers building tools and services that increase the functionality of Bitcoin. These selections, inspired by the HRF’s research and work with activists…
BackyardProduction Article Thesis American Tower Corporation (NYSE:AMT) has reported quarterly results that were very solid. Underlying business momentum is positive, and thanks to a weak share price performance over the last year, American Tower now offers an above-average dividend yield and trades at a below-average valuation, making for a nice buying opportunity in this reliable…
Introduction Defining Fiat Money Fiat money is tender not backed by a tangible asset or commodity like gold or silver. It’s usually mandated by governments, but this isn’t always the case. The currencies we use for everyday transactions in the modern era are all examples of fiat money, such as the U.S. dollar (USD), the…
Love Employee/iStock via Getty Images Investing in early stage Biotech companies is fraught with risk, but the upside can be worthwhile if one has the patience to leave an early investment in the bottom drawer. Australian biotech company Starpharma (OTCQX:SPHRY) is a good example of an emerging biotech company that has a lot to like,…
The fund will be audited independently by PwC, one of the world’s leading professional services organizations. A&G, a prominent Spain-based financial entity focused on private banking, has announced its entry into the crypto market with the launch of the country’s first-ever crypto fund. With €12.4 billion ($14 billion) in assets under management as of the…