Hess Midstream LP (HESM) Q4 2023 Earnings Call Transcript

Hess Midstream LP (NYSE:HESM) Q4 2023 Earnings Conference Call January 31, 2024 12:00 PM ET Company Participants Jennifer Gordon – Vice President of Investor Relations John Gatling – President and Chief Operating Officer Jonathan Stein – Chief Financial Officer Conference Call Participants Jeremy Tonet – JPMorgan Securities LLC Brian Reynolds – UBS Douglas Irwin –…

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Aritzia Stock: Why Fashion Risk Doesn’t Worry Me (TSX:ATZ:CA)

miromiro/iStock Editorial via Getty Images 2023 was a perfect storm of negative events for Aritzia Inc. (TSX:ATZ:CA) (OTCPK:ATZAF): downward guidance, choppy store traffic, inventory buildup, discounting, product cost inflation, and temporary warehousing costs have led to terrible quarters in FY’24: Aritzia EPS (Company Filings) While all of these issues have contributed to the negative outlook,…

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Ashland Inc. (ASH) Q1 2024 Earnings Call Transcript

Call Start: 9:00 January 1, 0000 10:23 AM ET Ashland Inc. (NYSE:ASH) Q1 2024 Earnings Conference Call January 31, 2024 9:00 AM ET Company Participants Seth Mrozek – Director, Investor Relations Guillermo Novo – Chair of the Board and Chief Executive Officer Kevin Willis – Senior Vice President and Chief Financial Officer Conference Call Participants…

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Komatsu Ltd. (KMTUY) Q3 2024 Earnings Call Transcript

Komatsu Ltd. (OTCPK:KMTUY) Q3 2024 Earnings Conference Call January 30, 2024 1:00 AM ET Company Participants Takeshi Horikoshi – Chief Financial Officer Kiyoshi Hishinuma – General Manager, Business Coordination Department Conference Call Participants Kentaro Maekawa – Nomura Securities Tomohiko Sano – JPMorgan Securities Yoshinao Ibara – Morgan Stanley MUFG Securities Hirosuke Tai – Daiwa Securities…

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Vanadium Miners News For The Month Of January 2024

Just_Super Welcome to the Vanadium miners news. January saw vanadium pentoxide prices flat and a sharp increase in ferrovanadium prices (especially in Europe). We also saw some signs of increased vanadium demand from China. Vanadium uses Vanadium is traditionally used to harden steel. Chinese rebar standards are requiring more vanadium. Also Vanadium Flow Batteries [VRFBs]…

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Northeast Bank (NBN) Q2 2024 Earnings Call Transcript

Northeast Bank (NASDAQ:NBN) Q2 2024 Earnings Conference Call January 31, 2024 10:00 AM ET Company Participants Rick Wayne – President and Chief Executive Officer Pat Dignan – Executive Vice President and Chief Operating Officer JP Lapointe – Chief Financial Officer Conference Call Participants Alex Twerdahl – Piper Sandler Operator Welcome to the Northeast Bank Second…

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Microsoft Fiscal Q2 Stock: Leading The AI Race With Growing Profits And Margins

FinkAvenue Investment Thesis Microsoft Corporation (NASDAQ:MSFT) is truly in its stride. The firm is executing their commercialization of AI strategy perfectly by providing users with great AI-enhanced versions of existing products. The latest fiscal Q2 results see Microsoft boasting great levels of revenue and margin growth, with the firm enjoying a solid mix of high-margin…

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130-Year-Old German Bank Partners With Bitcoin Consulting Firm for Innovative Offerings

Today, Volksbank Raiffeisenbank Bayern Mitte eG, a Bavarian cooperative bank with an ~130-year history, has entered into a long-term partnership with terahash.energy GmbH, according to a press release sent to Bitcoin Magazine. The Ingolstadt-based cooperative bank and the young startup, terahash, will collaborate on promoting topics related to Bitcoin and develop new offerings. “We are…

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Visa Q1: Strong Cross-Border Volume Growth; Reiterate ‘Strong Buy’ (NYSE:V)

JulPo Visa (NYSE:V) reported Q1 FY24 earnings that exceeded market expectations on January 25 after the market close. In my introductory article published last October, I highlighted their double-digit earnings growth and strong cross-border recovery. I remain confident in Visa’s overall strength in the global payment network and reiterate a ‘Strong Buy’ rating with a…

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FEPI Stock: So Far So Good (NASDAQ:FEPI)

kentoh I’ve first written about REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) a few months ago when the fund was first launched in an article titled FEPI: This New Covered Call Fund Shows Some Potential. Back then, we didn’t know much about the fund except its overall strategy of owning the top 15…

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Bitcoin: Digital Mineral Rights For The Future

In Texas, the legacy of mineral rights ownership is a narrative etched into the very bedrock of state history. Passed down through generations like a cherished heirloom, the ownership of mineral rights is more than a legal claim; it is a cultural emblem, a symbol of resilience, and a precious legacy. The wealth and prosperity…

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Fairlight Alpha Fund Q4 2023 Letter

miniseries Dear Partners, Fairlight Alpha Fund’s fourth quarter 2023 returns were 2.0% net of fees. This compares to 11.7% for the S&P 500 (SP500)(SPX) Total Return index. Overall, since inception the fund has returned 432.2% net of fees and 41.2% on an annualized basis. Performance vs. the S&P 500 We track the net asset value…

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2 High-Yield Dividend Stocks For A Recession

DNY59 Co-produced by Austin Rogers Dividend investors have been dealt a pretty bad hand in recent years. Numerous factors are weighing on various dividend stocks’ performance. Steadily falling oil and gas prices have pushed down energy stocks (XLE), including midstream pipeline companies (MLPX). Slowing consumer spending on most categories is making growth harder to achieve…

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FTQI: Buy-Writing The NASDAQ | Seeking Alpha

This article was written by Follow Michael A. Gayed is portfolio manager, and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and is a CFA Charterholder. Michael runs the investing group The Lead-Lag Report,…

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Santander earnings boosted by strong performance in Europe

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Santander expects its profitability to improve this year despite concerns about the health of the global economy, as the Spanish bank’s latest quarterly earnings were helped by a strong performance in Europe. Ana Botín, Santander’s…

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Crocs Clogs Are Good, But The Stock Is Even Better (NASDAQ:CROX)

Marc Dufresne/iStock Unreleased via Getty Images Investment thesis As a consumer who appreciates the durability and comfort offered by Crocs (NASDAQ:CROX) clogs at a reasonable price, my enthusiasm extends beyond the product to the stock’s investment potential. The company demonstrates substantial pricing power, leading to a remarkable twofold increase in operating margin from pre-pandemic levels,…

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Arcutis Stock: Slow Sales Of Zoryve May Be Painting The Wrong Picture (NASDAQ:ARQT)

sruilk/iStock via Getty Images Investment Overview Arcutis (NASDAQ:ARQT) IPO’d back in January 2020, raising ~$160m via the issuance of 9.375m shares priced at $17 per share. At the time, the company described itself as follows: a late-stage biopharmaceutical company focused on developing and commercializing treatments for unmet needs in immune-mediated dermatological diseases and conditions, or…

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Intel: I Think It’s Time To Dump This Chip Giant (Rating Downgrade) (NASDAQ:INTC)

JHVEPhoto Investment Thesis – Q4 FY23 Update Intel is a semiconductor firm that faces multiple headwinds moving into 2024. Decreased demand for their x86-based chips has hurt Intel’s revenues and profitability significantly while a soft computing landscape has further hurt the firm’s bottom- and top-line. While their IFS business has the potential to generate massive…

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For Equity Income, Find Strong Balance Sheets

Henrik5000 By Michael Barclay How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity. Transcript During 2023, the higher rate environment was a source of competition for the equity income category. While it’s great…

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Frontdoor: Positive 2024 Growth Outlook But Lack Margin Of Safety (NASDAQ:FTDR)

tonefotografia/iStock via Getty Images Synopsis For every American homeowner, much effort and expertise in home servicing is needed in maintaining their living space, especially to avoid costly breakdowns of their essential appliances and home systems. With over 50 years of experience in home repair and maintenance and over 75 million service requests, Frontdoor (NASDAQ:FTDR) is…

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Clear Secure: Stronger Travel Demand And Softer Dilution To Provide Momentum (NYSE:YOU)

Clear Secure (NYSE:YOU) is a US-based biometric identity verification company focusing on streamlining airport security. The company’s core offering is CLEAR Plus, a subscription service offering expedited airport security. Beyond airports, CLEAR Verified empowers businesses with identity verification, virtual queuing, and credential validation tools, while their free consumer app offers additional conveniences like health documentation…

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Hawaiian Holdings’ (HA) Q4 2023 Earnings Call Transcript

Hawaiian Holdings, Inc. (NASDAQ:HA) Q4 2023 Earnings Conference Call January 30, 2024 4:30 PM ET Company Participants Marcy Morita – Managing Director of Investor Relations Peter Ingram – President & CEO Brent Overbeek – Executive Vice President & Chief Revenue Officer Shannon Okinaka – Executive Vice President & CFO Conference Call Participants Conor Cunningham –…

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Stryker Corporation (SYK) Q4 2023 Earnings Call Transcript

Stryker Corporation (NYSE:SYK) Q4 2023 Earnings Conference Call January 30, 2024 4:30 PM ET Company Participants Kevin Lobo – Chair and Chief Executive Officer Jason Beach – Vice President-Investor Relations Glenn Boehnlein – Chief Financial Officer Conference Call Participants Robbie Marcus – JPMorgan Lawrence Biegelsen – Wells Fargo Ryan Zimmerman – BTIG Joanne Wuensch –…

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Capital Markets Outlook: Q1 2024

tadamichi Even after markets rallied in anticipation of economic normalization, opportunities remain in capital markets, but portfolio construction is key. Get the design right, focus on research to tap opportunities, and be nimble in adapting to what unfolds in markets. We think this formula will serve investors well in 2024. 2024: Normalization and Interest-Rate Cuts…

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LendingClub Corporation (LC) Q4 2023 Earnings Call Transcript

LendingClub Corporation (NYSE:LC) Q4 2023 Earnings Conference Call January 30, 2023 5:00 PM ET Company Participants Artem Nalivayko – Head of IR Scott Sanborn – CEO Drew LaBenne – CFO Conference Call Participants Brad Capuzzi – Piper Sandler Giuliano Bologna – Compass Point Bill Ryan – Seaport Research Partners Reggie Smith – JPMorgan David Chiaverini…

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