FOTOKITA/iStock via Getty Images There is one REIT stock that we have been asked about time and again for about 6-7 months straight by those who follow our work or those who belong to our trading group. For a quick reminder to those of you reading who are new to Quad 7 Capital’s work, we…
JuSun On our coverage of Icahn Enterprises (NASDAQ:IEP) exactly three months back, we were not too optimistic for the prospects of the company. The math is still not in your favor. The option pricing now suggests a distribution elimination by March 2024, so we will double down on our prior verdict. You will see a…
cemagraphics What a difference a week can make. Especially when there’s a 5.8% gain and the best performance of the year. Bulls held the critical 4100 level and the recovery soon turned into a stampede. The S&P500 (SPY) closed higher every session for the first time since November 2021. To be honest, on Monday morning…
ismagilov Listen below or on the go on Apple Podcasts and Spotify Matthew Tuttle and Rob Isbitts discuss this week’s extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20). Transcript Matthew Tuttle: This is an extremely important week of data. So, we’re talking about this…
Start Time: 04:30 January 1, 0000 5:49 AM ET Tata Steel Limited (OTC:TATLY) Q2 2024 Earnings Conference Call November 02, 2023, 04:30 AM ET Company Participants T.V. Narendran – CEO and Managing Director Koushik Chatterjee – Executive Director and CFO Samita Shah – VP, Corporate Finance, Treasury and Risk Management Conference Call Participants Sumangal Nevatia…
Seiya Tabuchi Investors had a right to be nervous heading into Amazon’s (NASDAQ:AMZN) Q3 earnings announcement on October 26th. The Nasdaq and S&P 500 had dipped into correction territory (defined as a 10% decline from recent highs), and Alphabet (GOOG)(GOOGL) stock dropped 10% following its earnings announcement earlier that week. But Amazon showed why it…
Helios Towers plc (OTCPK:HTWSF) \ Q3 2023 Earnings Conference Call November 2, 2023 5:30 AM ET Company Participants Tom Greenwood – Chief Executive Officer Manjit Dhillon – Chief Financial Officer Conference Call Participants Emmet Kelly – Morgan Stanley John Karidis – Numis Rohit Modi – Citi David Wright – Bank of America Stella Cridge –…
Mitsubishi Corporation (OTCPK:MSBHF) Q3 2023 Earnings Conference Call November 2, 2023 ET Company Participants Yuzo Nouchi – Chief Financial Officer Katsuya Nakanishi – President & Chief Executive Officer Conference Call Participants Unidentified Company Representative Ladies and gentlemen, thank you very much for coming to the Fiscal 2023 Q2 Results Press Conference and Briefing. Despite your…
Saga Communications, Inc. (NASDAQ:SGA) Q3 2023 Earnings Conference Call November 2, 2023 11:00 AM ET Company Participants Chris Forgy – CEO Sam Bush – CFO Operator Good day, and welcome to the Saga Communications Inc. Third Quarter Earnings Release and Conference Call. [Operator Instructions] It is now my pleasure to turn the floor over to…
sefa ozel We previously covered PayPal Holdings (NASDAQ:PYPL) in August 2023, discussing Mr. Market’s overreaction then as the stock sold off attributed to its declining active accounts. We had continued to rate the stock as a Buy at that time, due to the improved upside potential, early signs of e-commerce recovery, and exemplary growth in…
Laureate Education, Inc. (NASDAQ:LAUR) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Eilif Serck-Hanssen – President & CEO Rick Buskirk – CFO Adam Morse – SVP, Finance Operator Good day, and thank you for standing by. Welcome to the Third Quarter 2023 Laureate Education Inc., Earnings Conference Call. At this…
Wells Fargo & Company (NYSE:WFC) The BancAnalysts Association of Boston Conference November 2, 2023 8:55 AM ET Company Participants Kleber Santos – CEO of Consumer Lending Conference Call Participants John Pancari – Evercore ISI Unidentified Analyst Okay, I think we’re ready to start. It’s my pleasure today to welcome Wells Fargo to BAAB. Very excited…
Robert Way Alibaba Group Holding Limited (NYSE:BABA) stock’s upward momentum has stalled since my previous update in August 2023. Investors were struck with negative headwinds from China’s property market malaise, which saw BABA top out in early August. BABA then went on a massive selling spree that saw it collapse nearly 25% through its late…
Tero Vesalainen Meta Platforms (NASDAQ:META) announced 2023 would be its Year of Efficiency after growing its headcount rapidly in the preceding years. Several rounds of layoffs have led to expenses shrinking while revenue growth accelerates. But this efficiency wasn’t merely laying off a good portion of its workforce; it was an alignment toward growing its…
razihusin/iStock via Getty Images Co-authored by Treading Softly Have you ever competed with somebody whose sole goal was not just simply to win but to utterly crush you at whatever game you’re playing with them? At times, those who have such motivations can be enjoyable competitors but also can be absolutely miserable to compete against….
MicroStockHub PIMCO recently launched the Multisector Bond Active Exchange-Traded Fund (NYSEARCA:PYLD). PYLD offers investors diversified exposure to bonds and sports a 5.6% SEC yield. Most other PIMCO bond ETFs have slightly outperformed their benchmarks since inception, and PYLD seems likely to do so too. I think the fund is a reasonable investment, but I’m more…
cynoclub/iStock via Getty Images Foreword This article is based on Fortune magazine’s 2023 100 Fastest-Growing Companies list (F100-FG) “The 38th year for Fortune’s annual Fastest-Growing Companies list ranks companies based on growth in revenue, profits, and stock returns; this year’s edition tracks those metrics over the three years through June 2023. The companies featured are…
andresr/E+ via Getty Images While most tech stocks have seen a renewed bull rally over the past week as interest rate fears have subsided, Zillow (NASDAQ:Z) has gone the opposite way. The leading online real estate database fell sharply after reporting Q3 results, bringing YTD gains to just over 10% – below the performance of…
i-80 Gold Corporation (NYSE:IAUX) Q3 2023 Earnings Conference Call November 2, 2023 10:00 AM ET Company Participants Matt Gollat – Executive Vice President Ryan Snow – Chief Financial Officer Ewan Downie – Chief Executive Officer Conference Call Participants Operator Good morning. My name is Ina [ph] and I will be your conference operator today. At…
MBIA Inc. (NYSE:MBI) Q3 2023 Earnings Conference Call November 3, 2023 8:00 AM ET Company Participants Greg Diamond – Managing Director, Investor and Media Relations Bill Fallon – CEO Anthony McKiernan – CFO Conference Call Participants Tommy McJoynt – KBW John Staley – Staley Capital Advisers Giuliano Bologna – Compass Point Geoffrey Dunn – Dowling…
Ecovyst Inc. (NYSE:ECVT) Q3 2023 Earnings Conference Call November 2, 2023 11:00 AM ET Company Participants Gene Shiels – Director of Investor Relations Kurt Bitting – Chief Executive Officer Michael Feehan – Chief Financial Officer Conference Call Participants John McNulty – BMO Capital Markets Aleksey Yefremov – KeyBanc Capital Hamed Khorsand – BWS Financial Daniel…
ACI Worldwide, Inc (NASDAQ:ACIW) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants John Kraft – SVP of Finance and Strategy Tom Warsop – President and CEO Scott Behrens – CFO Conference Call Participants Alli Heckmann – D.A. Davidson Pallav Saini – Canaccord Genuity Charles Nabhan – Stephens George Sutton –…
SPX Technologies, Inc. (NYSE:SPXC) Q3 2023 Earnings Conference Call November 2, 2023 4:45 PM ET Company Participants Paul Clegg – Vice President of Investor Relations & Communications Eugene Lowe – President, Chief Executive Officer & Director Mark Carano – Vice President, Chief Financial Officer & Treasurer Conference Call Participants Bryan Blair – Oppenheimer Lawrence De…
Watts Water Technologies, Inc. (NYSE:WTS) Q3 2023 Earnings Conference Call November 2, 2023 9:00 AM ET Company Participants Diane McClintock – Senior Vice President, Investor Relations and Financial Planning and Analysis Bob Pagano – President and Chief Executive Officer Shashank Patel – Chief Financial Officer Conference Call Participants Mike Halloran – Baird Adam Farley –…
Drew Angerer Q3 Results – Good, But Less Of A Surprise This Time Unlike last quarter when I wrote that Berkshire Hathaway’s (NYSE:BRK.A) (NYSE:BRK.B) results “blew away the bears“, the 3Q results showed similar strength but were more anticipated by analysts. For example, in the preview article here on Seeking Alpha, the CFRA analyst quoted…
Torsten Asmus DEAR BARON FIFTH AVENUE GROWTH FUND SHAREHOLDER: PERFORMANCE Baron Fifth Avenue Growth Fund® (the Fund) lost 3.5% (Institutional Shares) during the third quarter, which compares to losses of 3.1% for the Russell 1000 Growth Index (R1KG) and 3.3% for the S&P 500 Index (SPX), the Fund’s primary and secondary benchmarks, respectively. Year-to-date, the…
sakkmesterke An epic squeeze drove stocks higher this week, driven by a compilation of factors that aren’t likely to persist. As discussed previously, stocks are trading more in sync with bonds than at any time in recent memory, and this week saw a big move lower in rates, starting Wednesday morning. The groundwork was laid…
Insight Enterprises, Inc (NASDAQ:NSIT) Q3 2023 Earnings Conference Call November 2, 2023 9:00 AM ET Company Participants James Morgado – Senior Vice President, Finance and Chief Financial Officer, Insight North America Joyce Mullen – President and CEO Glynis Bryan – Chief Financial Officer Conference Call Participants Joseph Cardoso – JP Morgan Matt Sheerin – Stifel…
Lock Stock I found that Block, Inc. (NYSE:SQ) has a good technical set-up for the stock which is supported by a positive earnings report, higher guidance, an attractive valuation, and strong expected long-term growth. The positive Q3 2023 results are a likely catalyst for the stock to run higher at least until the next earnings…
Tile Shop Holdings, Inc. (NASDAQ:TTSH) Q3 2023 Earnings Conference Call November 2, 2023 9:00 AM ET Company Participants Mark Davis – Vice President, Investor Relations and Chief Accounting Officer Cabell Lolmaugh – President and Chief Executive Officer Karla Lunan – Senior Vice President and Chief Financial Officer Conference Call Participants Maxwell Michaelis – Lake Street…
stockcam Back in March, I said that while Snap (NYSE:SNAP) was facing a number of issues that it had a valuable platform and expectations were low for the company. Since then, the stock is down -14% versus a 7% increase for the S&P 500. Let’s catch up on the name. Company Profile As a quick…
Julian Prizont-Cado/iStock Editorial via Getty Images It has been a year since I wrote a cautious initiation article on The Marcus Corporation (NYSE:MCS). I was worried that a ‘new normal’ in movie theatre attendance may lead to permanently lower profitability in MCS’ theatres. So far, MCS’ stock price has done basically nothing in the past…
Primo Water Corporation (NYSE:PRMW) Q3 2023 Earnings Conference Call November 2, 0000 10:00 AM ET Company Participants Tom Harrington – Chief Executive Officer David Hass – Chief Financial Officer Jon Kathol – Vice President, Investor Relations Conference Call Participants Derek Lessard – TD Cowen Stephen Powers – Deutsche Bank Andrea Teixeira – JP Morgan Daniel…
Tenaris S.A. (NYSE:TS) Q3 2023 Earnings Call Transcript November 2, 2023 8:00 AM ET Company Participants Giovanni Sardagna – Head of IR Paolo Rocca – Chairman and CEO Luca Zanotti – President, US Operations Gabriel Podskubka – COO Conference Call Participants Alessandro Pozzi – Mediobanca Arun Jayaram – JPMorgan Securities Marc Bianchi – TD Cowen…
Drew Angerer Amid renewed optimism in the markets, I continue to believe that the best way to beat the major indices throughout the end of this year and into next year is to focus our portfolios on “growth at a reasonable price” stocks. In my view, valuation will continue to be a contentious argument –…
Pagaya Technologies Ltd. (NASDAQ:PGY) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Jency John – Head of IR Gal Krubiner – CEO Michael Kurlander – CFO Conference Call Participants Michael Legg – The Benchmark Company Joseph Vafi – Canaccord Genuity David Scharf – JMP Securities David Chiaverini – Wedbush Securities…
Stacks of U.S. $100 banknotes. Pineapple Studio Given that my dividend growth stock portfolio consists of over 100 individual stocks, it’s safe to say that I’m a major believer in the concept of diversification. But with my top 10 holdings contributing to 21.5% of my net annual forward dividend income, I do have some especially…
SDI Productions 2023 is not one of the best years for First Internet Bancorp (NASDAQ:INBK), in fact to date the stock has lost about 28%. The rapid rise in interest rates and the banking crisis in early 2023 have jeopardized the soundness of this bank. TradingView In any case, there has been a strong recovery…
Wolterk The oil market is among the few that offers a general hedge against the most significant risks impacting stocks and bonds. In 2021, the sharp rise in oil and gas prices was a major contributing factor to inflation, hampering the profitability of some stocks and contributing significantly to the rise in interest rates. This…
Twin Disc, Incorporated (NASDAQ:TWIN) Q1 2024 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Jeff Knutson – VP of Finance, CFO, Treasurer and Secretary John Batten – CEO Conference Call Participants Operator Ladies and gentlemen, thank you for standing by, and welcome to the Twin Disc, Inc. Fiscal First Quarter 2024 Conference…
Kennedy-Wilson Holdings, Inc. (NYSE:KW) Q3 2023 Earnings Conference Call November 2, 2023 12:00 PM ET Company Participants Daven Bhavsar – Head, Investor Relations Bill McMorrow – Chairman and Chief Executive Officer Justin Enbody – Chief Financial Officer Matt Windisch – Executive Vice President Conference Call Participants Anthony Paolone – JPMorgan Josh Dennerlein – Bank of…
MGP Ingredients, Inc. (NASDAQ:MGPI) Q3 2023 Earnings Conference Call November 2, 2023 10:00 AM ET Company Participants Mike Houston – Lambert Global, Investor Relations Dave Colo – President and CEO Brandon Gall – Vice President, Finance and CFO Conference Call Participants Marc Torrente – Wells Fargo Gerald Pascarelli – Wedbush Bill Chappell – Truist Securities…
Deluxe Corporation (NYSE:DLX) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Brian Anderson – Vice President, Strategy and Investor Relations Barry McCarthy – President and Chief Executive Officer Chip Zint – Chief Financial Officer Conference Call Participants Lance Vitanza – TD Cowen Charles Strauzer – CJS Securities Marc Riddick –…
Semrush Holdings, Inc. (NYSE:SEMR) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Brinlea Johnson – Investor Relations Oleg Shchegolev – Chief Executive Officer Eugene Levin – President Brian Mulroy – Chief Financial Officer Conference Call Participants Adam Hotchkiss – Goldman Sachs Chris Cantera – Morgan Stanley Rob Morelli – Needham…
R1 RCM Inc. (NASDAQ:RCM) Q3 2023 Earnings Conference Call November 2, 2023 8:00 AM ET Company Participants Evan Smith – Investor Relations Lee Rivas – Chief Executive Officer Jennifer Williams – Chief Financial Officer Conference Call Participants Charles Rhyee – TD Cowen Jailendra Singh – Truist Securities Daniel Grosslight – Citigroup Glen Santangelo – Jefferies…
The Kraft Heinz Company (NASDAQ:KHC) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants Anne-Marie Megela – Investor Relations Miguel Patricio – Chief Executive Officer Andre Maciel – Global Chief Financial Officer Carlos Abrams-Rivera – President, North America Conference Call Participants Andrew Lazar – Barclays Peter Galbo – Bank of America…