metamorworks Reviewing Tenable: a leader in ‘Cyber Exposure’ technology Cyber-Exposure is perhaps not the best sounding tag lines I have ever seen in the IT space. The company uses that phrase as shorthand for what it does. It is better described as the leader in the Vulnerability Management space and that is a decent position…
LaylaBird/E+ via Getty Images Investment Thesis Lululemon Athletica Inc.’s (NASDAQ:LULU) brand continues to have a strong presence both domestically and internationally, presenting untapped opportunities. The company’s robust growth is supported by various factors, including untapped international markets, significant growth in the men’s segment, expansion into new product categories like personal care and footwear, and the…
PC Connection, Inc. (NASDAQ:CNXN) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Samantha Smith – Investor Relations Tim McGrath – President and Chief Executive Officer Tom Baker – Chief Financial Officer Conference Call Participants Anthony Lebiedzinski – Sidoti Operator Good day and thank you for standing by. Welcome to the…
John Moore Shares of Standard Lithium (NYSE:SLI) have gained 24.71% since my last article on the company in March 2023 against the S&P 500 at +16.13%. Over the past year, SLI has dropped 20.95% (YoY) but it is up 52.82% (YTD). According to me, the share price has remained resilient (surging 60.77% above the 52-week…
RichVintage In this article I will cover an actively managed fund that has a great track record of outperforming its indices, strong management, good history of solid distributions and enjoys a decent valuation. This fund could be a good addition to many people’s portfolios especially if they are looking into diversification into smaller stocks. Royce…
Boot Barn Holdings, Inc. (NYSE:BOOT) Q1 2024 Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants Mark Dedovesh – Senior Vice President of Investor Relations and Financial Planning Jim Conroy – President and Chief Executive Officer Jim Watkins – Chief Financial Officer Conference Call Participants Matthew Boss – JPMorgan Steven Zaccone – Citi…
Envista Holdings Corporation (NYSE:NVST) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Stephen Keller – Vice President, Investor Relations Amir Aghdaei – President and CEO Howard Yu – Chief Financial Officer Conference Call Participants Elizabeth Anderson – Evercore ISI Michael Cherny – Bank of America Jeff Johnson – Baird Brandon…
Gibraltar Industries, Inc. (NASDAQ:ROCK) Q2 2023 Results Conference Call August 2, 2023 9:00 AM ET Company Participants Carolyn Capaccio – LHA, IR Bill Bosway – Chairman, President and CEO Tim Murphy – CFO Conference Call Participants Pete Lukas – CJS Securities Walter Liptak – Seaport Global Securities Operator Greetings, and welcome to the Gibraltar Industries…
Leslie’s, Inc. (NASDAQ:LESL) Q3 2023 Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants Caitlin Churchill – IR Mike Egeck – CEO Steve Weddell – CFO Scott Bowman – CFO Designate Conference Call Participants Simeon Gutman – Morgan Stanley Steven Forbes – Guggenheim Securities Ryan Merkel – William Blair Dana Telsey – Telsey…
Encore Capital Group, Inc. (NASDAQ:ECPG) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Bruce Thomas – VP, Global IR Ashish Masih – President and CEO Jonathan Clark – EVP and CFO Ryan Bell – President, Midland Credit Management Conference Call Participants Mark Hughes – Trust Securities John Rowan – Janney…
TriplePoint Venture Growth (NYSE:TPVG) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Jim Labe – Chief Executive Officer & Chairman Sajal Srivastava – President & Chief Investment Officer Chris Mathieu – Chief Financial Officer Conference Call Participants Crispin Love – Piper Sandler Vilas Abraham – UBS Casey Alexander – Compass…
Bandwidth Inc. (NASDAQ:BAND) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Sarah Walas – Vice President of Investor Relations David Morken – Co-Founder, Chief Executive Officer & Chairman Daryl Raiford – Executive Vice President & Chief Financial Officer Conference Call Participants Ryan MacWilliams – Barclays Meta Marshall – Morgan Stanley…
D. Lentz Introduction We analyzed Constellium (NYSE:CSTM) on this platform during late 2021 in a deep dive article that was named Top Idea. While shares are only up 5% since that article was published, in large part due to the unforeseen deteriorating macroeconomic environment with hyperinflation. However, year-to-date, the stock is up more than 50%,…
DoorDash, Inc. (NYSE:DASH) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Andy Hargreaves – Vice President, Finance and Investor Relations Tony Xu – Co-Founder, Chair and CEO Ravi Inukonda – Chief Financial Officer Conference Call Participants Deepak Mathivanan – Wolfe Research Mark Mahaney – Evercore ISI Nikhil Devnani – Bernstein…
Douglas Rissing In mid-August, InterCure (NASDAQ:NASDAQ:INCR), one of the leaders in the global medical cannabis market and one of its largest producers in Israel, will publish financial results for the 2nd quarter of 2023. According to the Ministry of Health, the consumption of medical cannabis in Israel rose to 4.88 tons in June 2023 from…
Universal Corporation (NYSE:UVV) Q1 2024 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Jennifer Rowe – AVP George Freeman – Chairman, President and CEO Airton Hentschke – COO Johan Kroner – CFO Conference Call Participants Ann Gurkin – Davenport Operator Good afternoon, ladies and gentlemen, and welcome to the Universal Corporation First…
TTM Technologies, Inc. (NASDAQ:TTMI) Q2 2023 Earnings Conference Call August 2, 2023 1:00 PM ET Company Participants Sameer Desai – Senior Director, Corporate Development & IR Thomas Edman – President and CEO Todd Schull – EVP and CFO Conference Call Participants William Stein – Truist Securities Matt Sheerin – Stifel Griffin Boss – B. Riley…
Phiromya Intawongpan GDEV Inc. (NASDAQ:GDEV) is the owner of the Hero Wars video game, and recently reported positive FCF as well as double digit paying users and active users growth. In my view, as soon as market participants review the recent corporate developments, and understand the potential growth of GDEV, we may see growing demand…
urbazon One of the great things about buying value stocks is that you don’t necessarily need financial performance of those businesses to be all that special in order for the market to eventually realize that shares are underpriced. A great example of this can be seen by looking at Matthews International (NASDAQ:MATW). Since I wrote…
Andres Victorero I’ve covered several of the Pacer Trendpilot ETFs, including the Pacer Trendpilot US Bond ETF (NYSEARCA:NYSEARCA:PTBD), these past few years. I’ve generally been bearish, as the trend-following strategies used by these funds seemed ineffective, in both theory and practice. PTBD itself had seen some success and excess returns in the past, but the…
JohnnyGreig Barrick Gold: Strong Quarter, But What’s Next? Data by YCharts This article serves as an update on Barrick Gold Corporation (NYSE:GOLD), the largest gold miner by market cap. Barrick recently disclosed its preliminary Q2 sales as it nears its Q2 2023 financial results, scheduled to be released pre-market on August 8. Overall, it was…
DNY59 We remain bullish on Uber Technologies, Inc. (NYSE:UBER) post Q2 2023 earning results as our investment thesis of profitable growth driven by mobility gross bookings is playing out. We see further upside ahead for the stock driven by increased audience frequency and pricing into 2024 as the platform expands internationally and leverages machine learning…
Siemens Healthineers AG (OTCPK:SEMHF) Q3 2023 Earnings Conference Call August 2, 2023 2:00 AM ET Company Participants Marc Koebernick – Head of Investor Relations Bernhard Montag – Chief Executive Officer Jochen Schmitz – Chief Financial Officer Conference Call Participants Hassan Al-Wakeel – Barclays Veronika Dubajova – Citi Graham Doyle – UBS David Adlington – JPMorgan…
Dorian LPG Ltd. (NYSE:LPG) Q1 2024 Results Conference Call August 2, 2023 10:00 AM ET Company Participants Ted Young – Chief Financial Officer John Hadjipateras – Chairman, President and CEO John Lycouris – Chief Executive Officer, Dorian LPG USA Taro Rasmussen – Vice President of Chartering Conference Call Participants Omar Nokta – Jefferies Brian Reynolds…
Just_Super Introduction The stock of CPI Card Group (NASDAQ:PMTS), a micro-cap, payment tech specialist has had a rough ride this year, particularly since May; all in all, on a YTD basis, the stock has lost around a third of its market-cap, even as its peers from the micro-cap space have eked out single-digit returns. In…
Innoviz Technologies Ltd. (NASDAQ:INVZ) Q2 2023 Earnings Conference Call August 2, 2023 9:00 AM ET Company Participants Rob Moffatt – Vice President-Business Development and Investor Relations Omer Keilaf – Co-Founder and Chief Executive Officer Eldar Cegla – Chief Financial Officer Conference Call Participants Mark Delaney – Goldman Sachs Andres Sheppard – Cantor Kevin Cassidy –…
Both companies recognize the potential of AI technologies and are actively seeking to harness them to boost their businesses. Rakuten Group has just entered into a strategic partnership with artificial intelligence (AI) firm OpenAI. By signing a memorandum of understanding with OpenAI, the Japanese company will be seeking to explore business opportunities that the partnership…
Sean3810 All amounts in USD. The news out of Macau continues to show the remarkable resilience of casino gaming in the speed with which the market is recapturing the lost revenue during the covid crisis. As we have long pointed out, the underlying fundamentals that have driven revenue since Macau’s earliest days in the 2000s…
The move to go public comes amid growing interest in artificial intelligence chips, reflected in the increased market mood towards technologies linked to generative AI. British chip designer Arm Ltd, a subsidiary of the SoftBank Group Corp, is preparing to conduct an initial public offering (IPO) in the coming months. According to a Bloomberg report…
Horizon Technology Finance Corporation (NASDAQ:HRZN) Q2 2023 Earnings Conference Call August 2, 2023 9:00 AM ET Company Participants Megan Bacon – Director, IR & Marketing Robert Pomeroy – Chairman & CEO Gerald Michaud – President & Director Daniel Trolio – EVP, CFO & Treasurer Conference Call Participants Bryce Rowe – B. Riley Securities Christopher Nolan…
Ripple announced the recent ruling has pushed it to shift its approach to XRP market transparency, particularly on the escrow holdings. The recent ruling on SEC vs Ripple lawsuit has undeniably helped XRP gain in value and also traded volume. Following the ruling earlier last month, several centralized cryptocurrency exchanges including Coinbase Global Inc (NASDAQ:…
AleksandarNakic/E+ via Getty Images Introduction Shares of Cars.com (NYSE:CARS) have risen 65% YTD. Since my last publication, where I recommended buying the company’s shares, quotes have risen by 47%, while the S&P 500 index has shown growth by 15%. Despite the solid operating and financial performance, I believe that now is not the best time…
Binance explained that they even have refused to conduct business in the Asian due to China’s cryptocurrency ban. On August 2nd, The Wall Street Journal published a report indicating that current and former employees of Binance observed internal transactions confirming that Chinese users traded around $90 billion in cryptocurrencies on the exchange for a month….
Match Group, Inc. (NASDAQ:MTCH) Q2 2023 Earnings Conference Call August 2, 2023 8:30 AM ET Company Participants Tanny Shelburne – Senior Vice President of Investor Relations Bernard Kim – Chief Executive Officer Gary Swidler – President and Chief Financial Officer Conference Call Participants Cory Carpenter – JPMorgan Youssef Squali – Truist Alexandra Steiger – Goldman…
BTC Inc. the leading provider of Bitcoin-related news and events, is thrilled to announce that Marathon Digital Holdings, Inc. (NASDAQ:MARA) (“Marathon”), a leader in supporting and securing the Bitcoin ecosystem, has signed a continued sponsorship deal, solidifying its position as a main sponsor of The Bitcoin Conference for the next four years. The agreement includes…
Torsten Asmus Black Stone Minerals, L.P. (NYSE:BSM) is expecting slightly higher production levels in 2H 2023, including higher oil cuts. This should allow it to achieve 1.1x distribution coverage during the second half of the year at current strip prices. Due to weaker hedges in 2024, there is a good chance that Black Stone’s distribution…
Introduction As interest in bitcoin continues to grow, so does the demand for investment products that provide exposure to companies and funds alike. One such product that has gained significant attention is the Bitcoin Exchange-Traded Fund (ETF). What Is An ETF? ETFs are designed to track the performance of a particular index, commodity or asset…
MicroStockHub/iStock via Getty Images In 3Q23, the Large Cap Value, All Cap Value, and All Cap Blend styles earn attractive-or-better rating. Our style ratings are based on the normalized aggregation of our fund ratings for every ETF and mutual fund in each style. Our fund ratings are based on aggregations of the ratings of the…
The DOJ claims that Bankman-Fried’s actions amounted to witness tampering and obstruction of justice and that he should be remanded. Sam Bankman-Fried’s defense team has mounted a robust defense against the US Department of Justice’s (DOJ) motion to revoke the former FTX CEO’s bail bond. The defense’s 18-page petition to Judge Lewis A. Kaplan deconstructs…
Rithm Capital Corp. (NYSE:RITM) Q2 2023 Earnings Conference Call August 2, 2023 8:00 AM ET Company Participants Emma Bolla – Associate General Counsel Michael Nierenberg – Chairman, CEO & President Nick Santoro – CFO and Chief Accounting Officer Conference Call Participants Eric Hagen – BTIG Bose George – Keefe, Bruyette, & Woods Douglas Harter –…
AMD is gearing up for its AI progress and is pushing to launch its top-notch MI300 AI chips in the last quarter of the year. On Tuesday, August 1, Advanced Micro Devices Inc (NASDAQ: AMD) posted moderately better-than-expected results for the second quarter earnings. AMD reported non-GAAP earnings of 57 cents per share for the…
Justin Sullivan Coinbase (NASDAQ:COIN) is scheduled to report Q2 financial results after the market closes on Thursday, August 3, 2023. Q2 presented significant challenges for US-based crypto exchanges, including Coinbase, as the SEC intensified its regulatory actions. In Q1, Coinbase beat the consensus EPS estimate of -$0.87 by 152.53%, reporting an actual EPS of $0.45….
The initiative will be funded through the Inflation Reduction Act, which approved $80 billion over ten years for the IRS. The Internal Revenue Service (IRS) has announced that it will allow taxpayers to submit all their tax documents electronically for the 2024 tax season. Consequently, taxpayers will no longer need to mail or fax their…
Olivier Le Moal By Kevin Flanagan Throughout the course of the current Federal Reserve rate hike cycle, and the attendant increase in the U.S. Treasury (UST) 10-Year yield, I periodically get asked whether it is time to go long on duration. My answer has been a very consistent one: I’d rather be late than early…
The rush to launch Ethereum spot ETFs has sparked interest in the crypto community. The crypto investment landscape is undergoing a seismic shift as six entities have rushed to file applications with the US Securities and Exchange Commission (SEC) for Ethereum (ETH) futures-based Exchange-Traded Funds (ETFs). The Rise of Ethereum ETFs This whirlwind of activity…
MTStock Studio/E+ via Getty Images Introduction The share price for Mr. Cooper Group (NASDAQ:COOP) has increased drastically in the last couple of months, but I wouldn’t go as far as to say the price is overvalued right now. The FWD p/e still sits in line with the sector at around 9. But I fear there…
This is an opinion editorial by Robert Hall, a content creator and small business owner. The United States has two major political parties: the Democratic Party and the Republican Party. These parties are basically diametrically opposed to the other. As of late, both sides have drifted to the extreme edges of the political spectrum to…
Panama7/iStock Editorial via Getty Images Bright Future Despite Lower 1H Results BP p.l.c. (NYSE:BP) reported lower earnings in the second quarter and first half of 2023. This should not come as a surprise with the Brent crude marker price (CO1:COM) averaging $79.66/bbl in the first half compared to $107.94 in 1H 2022. Similarly, BP’s refining…
While Coinbase is still planning to leverage the Bitcoin Lightning Network, the company’s rival Binance already completed the integration of the L2 network last month. American-based cryptocurrency exchange Coinbase plans to explore the possibility of integrating the Bitcoin Lightning Network into its platform. The move is part of a broader plan to expand digital asset…
stockcam I used to watch cartoons as a kid, and there would be shows where the good guy would catch the villain and remove their mask at the end to reveal their true identity. Social media platform Snap (NYSE:SNAP) has a logo that brings me back to those memories. The company’s recent Q2 earnings put…