Vale Q3 Earnings: Buy While It’s Cheap

andreswd/E+ via Getty Images As I have expressed in my recent article on the Brazilian mining giant Vale (NYSE:VALE), my investment thesis for the company is primarily centered on its capacity to consistently provide robust dividends to shareholders while trading at an exceptionally appealing valuation. The most recent results reported by the company further support…

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Telenor ASA (TELNY) Q3 2023 Earnings Call Transcript

Telenor ASA (OTCPK:TELNY) Q3 2023 Earnings Call Transcript October 25, 2023 3:00 AM ET Company Participants Frank Maao – Head of IR Sigve Brekke – CEO Tone Hegland Bachke – CFO Conference Call Participants Ondrej Cabejsek – UBS Jakob Bluestone – Exane BNP Paribas Andrew Lee – Goldman Sachs Nick Lyall – Societe Generale Maurice…

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Randstad N.V. (RANJF) Q3 2023 Earnings Call Transcript

Randstad N.V. (OTCPK:RANJF) Q3 2023 Earnings Call Transcript October 24, 2023 3:00 AM ET Company Participants Sander van ‘t Noordende – CEO Jorge Vazquez – CFO Conference Call Participants Rory McKenzie – UBS Hans Pluijgers – Kepler Cheuvreux Kean Marden – Jefferies Marc Zwartsenburg – ING Konrad Zomer – ABN AMRO Operator Hello, and welcome…

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S&P 500: How Low Can It Go? – Week Starting 30th October (Technical Analysis) (SP500)

cemagraphics Last weekend’s article warned the S&P500 (SPY) was at “Risk of Collapse” based on numerous bearish technical signals. Perhaps “collapse” isn’t the best way to describe what happened next, but the action sure wasn’t bullish. The most watched chart indicator of them all, the 200-day moving average, has been convincingly broken. As the market…

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Agricultural Bank of China Limited (ACGBY) Q3 2023 Earnings Call Transcript

Agricultural Bank of China Limited (OTCPK:ACGBY) Q3 2023 Earnings Conference Call October 27, 2023 5:00 AM ET Company Participants Han Guoqiang – Secretary of the Board of Directors Liu Xiaopeng – Non-Executive Director Wang Changyun – Independent Non-Executive Director Li Guohu – General Manager, Rural Revitalization Department Fu Wanjun – Vice Chairman, President, Executive Director…

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Waste Management Stock: Strong Underlying Results Merit A Premium Valuation (NYSE:WM)

AzmanJaka Waste Management (NYSE:WM) shares have been treading water over the past year, up just 2% as the business continues to perform well but valuation has been elevated, particularly in light of higher interest rates. The company recently reported Q3 earnings, which were solid, despite some headwinds in recycling. Since recommending shares last October, Waste…

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Growth And Inflation Update: Not Much To Worry About

Urupong The big news this week—though widely anticipated—was the 4.9% annualized growth of the economy in the third quarter. Analysts still infected by Phillips Curve thinking worried that a strong economy would encourage the Fed to keep rates “higher for longer,” thus posing the risk of a recession next year. (Note: economic growth does not…

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XLE ETF: Undervalued; Should Double Dividend In 6 Years

Jeremy Poland Most people don’t find investments appealing that have the perception of having finite upside. The best-performing stocks often rise consistently over a long-period of time, but don’t double overnight. Still, while experienced investors know that most investments won’t appreciate at more than 8-10% a year over the long term, many people like the…

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Akzo Nobel N.V. (AKZOF) Q3 2023 Earnings Call Transcript

Akzo Nobel N.V. (OTCQX:AKZOF) Q3 2023 Earnings Conference Call October 25, 2023 3:00 AM ET Company Participants Kenny Chae – Head of IR Gregoire Poux-Guillaume – CEO Maarten de Vries – CFO Conference Call Participants Charlie Webb – Morgan Stanley Laurent Favre – BNP Gunther Zechmann – Bernstein Chetan Udeshi – JPMorgan Peter Clark –…

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CEF Weekly Review: Be Careful With CEF Benchmarks

Darren415 Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…

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ACCO Brands: Cheap Enough To Be Worth Serious Consideration

Drazen Zigic/iStock via Getty Images Every person approaches investing a little differently. I, for starters, place a tremendous amount of weight on companies that generate consistent financial growth. Even though I understand that volatility does exist, I generally like to see revenue, profits, and cash flows increase over the long run. When companies don’t do…

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Beiersdorf Aktiengesellschaft (BDRFF) Q3 2023 Earnings Call Transcript

Beiersdorf Aktiengesellschaft (OTCPK:BDRFF) Q3 2023 Earnings Conference Call October 25, 2023 2:30 AM ET Company Participants Jens Geissler – Head, Investor Relations Vincent Warnery – Chief Executive Officer Astrid Hermann – Chief Financial Officer Conference Call Participants Iain Simpson – Barclays Bruno Monteyne – Bernstein Celine Pannuti – JPMorgan Guillaume Delmas – UBS Victoria Petrova…

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PTC Therapeutics, Inc. (PTCT) Q3 2023 Earnings Call Transcript

PTC Therapeutics, Inc. (NASDAQ:PTCT) Q3 2023 Earnings Conference Call February 8, 2023 9:00 AM ET Company Participants Jane Hanlon – Associate Director, Investor Relations Matthew Klein – Chief Executive Officer Eric Pauwels – Chief Business Officer Kylie O’Keefe – Chief Commercial Officer Pierre Gravier – Chief Financial Officer Conference Call Participants Eric Joseph – J.P….

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Medtronic Stock Is Simply Too Cheap To Ignore (NYSE:MDT)

Monty Rakusen/DigitalVision via Getty Images The Company Medtronic (NYSE:MDT) is a major global medical technology company based in Minnesota. They specialize in various medical devices, including those for cardiac rhythm management, spinal and surgical navigation, diabetes and neurological treatments, vascular therapies, and cardiac surgery. The company’s revenues are pretty well distributed among different segments and…

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Medtronic Faces Potential Decline Despite Financial Strength (NYSE:MDT)

JHVEPhoto Medtronic plc (NYSE:MDT)’s financial performance for Q1 FY 2024 showcases a positive start to the new year, with revenues seeing a noticeable growth. This upward trend is ascribed to various factors, including innovation, strategic implementation, and enhanced foundational measures. Key sectors like the Cardiovascular and Neuroscience portfolios witnessed marked increases, with notable progress achieved…

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Brookfield Renewable Partners: 6.3% Yield As Green Energy Sentiment Crumbles (NYSE:BEP)

SDI Productions/E+ via Getty Images Green energy once formed an incredibly sunny part of the stock market with an investment pitch that had everything required for long-term alpha generation. This ranged from unparalleled global government support to healthy underlying economics as utility-scale solar photovoltaics and onshore wind both came to form technologies with the lowest…

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IVE: Rolling Sell-Off From Cloud

Just_Super The iShares S&P 500 Value ETF (NYSEARCA:IVE) is pretty exposed to the typical index drivers in the US. A lot of Microsoft (MSFT) and some of the cloud majors like Amazon (AMZN). Ultimately, there are some differences between the IVE and the general market, which is that mid-cap tech doesn’t feature highly, and besides…

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Mike Pence suspends 2024 presidential campaign

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Mike Pence has dropped out of the race for the 2024 US presidential election as the former vice-president struggled to mobilise support and boost flagging poll numbers.  In a surprise announcement during a speech at…

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Middle East Crisis: The Implications For Gold And Oil Stocks

Peach_iStock The conflict between Israel and Hamas has led to increased volatility for several commodities, including oil and gold. Jennifer Nowski, Vice President, Director, and Portfolio Manager for TD Asset Management, speaks with Greg Bonnell about the broader implications for commodity-related stocks. Greg Bonnell: Several key commodities have seen some volatile price action lately amid…

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