MicroStockHub/iStock via Getty Images India is an emerging economic powerhouse, and equity valuations are near record highs. We believe GARP investing may be key to accessing its growth while navigating soaring valuations. With India on track to become the world’s third-largest economy with a projected GDP of $5T by 20271, this emerging economic powerhouse has…
wundervisuals J. Jill (NYSE:JILL) is an American apparel retailer focused on mid to high-income women above 45. Among the positives, the company has an interesting brand concept, loyal customers, a balanced omnichannel approach, and an attractive demographic to surf the current macroeconomic waves. Its execution has led to great margins and excellent returns on capital…
Funtap Interest rate sensitive sectors, such as Real Estate Investment Trusts, have felt the weight of high rates in recent quarters. Sam Damiani, Director for Equity Research at TD Cowen, tells MoneyTalk’s Greg Bonnell, why the outlook for REITs would likely improve once those rates start to come down. Transcript Greg Bonnell: Rate-sensitive sectors like…
Erste Group Bank AG (OTCPK:EBKDY) Q4 2023 Earnings Conference Call February 29, 2024 3:00 AM ET Company Participants Thomas Sommerauer – Head of Investor Relations Willi Cernko – Chief Executive Officer Stefan Dörfler – Chief Financial Officer Alexandra Habeler-Drabek – Chief Risk Officer Conference Call Participants Benoît Pétrarque – Kepler Cheuvreux Gabor Kemeny – Autonomous…
bluecinema/E+ via Getty Images We provide our follow-up note on Rentokil Initial (NYSE:RTO) (OTCPK:RKLIF), a British services group focused on pest control and hygiene, with a Hold rating. We appreciated the underlying fundamentals while seeing no attractive valuation upside. Since our note, the stock has lost more than 28% of its value as a result…
Okeanis Eco Tankers Corp. (NYSE:ECO) Q4 2023 Earnings Conference Call February 29, 2024 8:30 AM ET Company Participants Aristidis Alafouzos – Chief Executive Officer Iraklis Sbarounis – Chief Financial Officer Conference Call Participants Petter Haugen – ABG Bendik Nyttingnes – Clarksons Securities Operator Hello and welcome to the OET’s Fourth Quarter and Fiscal Year 2023…
Kosamtu/E+ via Getty Images Turning Point Brands Inc (NYSE:TPB) reported its latest quarterly results capping off a transitional year in an ongoing turnaround compared to a weaker 2022. Recognized as a leader in smoking accessories and alternative tobacco products, TPB is far removed from the pandemic-era growth boom but is managing to drive solid profitability….
Michael M. Santiago Macy’s (NYSE:M) shares have been a material underperformer over the past year, losing about 9% of their value. Retailers were overly optimistic about consumer spending in H2 2022, leading to excess inventory and significant margin compression. However, many of these pressures have faded, and since recommending shares as a buy in November,…
Inuvo, Inc. (NYSE:INUV) Q4 2023 Results Earnings Conference Call February 29, 2024 4:15 PM ET Company Participants Alexandra Schilt – Investor Relations, Crescendo Communications Richard Howe – Chairman and Chief Executive Officer Wally Ruiz – Chief Financial Officer Conference Call Participants Brian Kinstlinger – Alliance Global Partners Jack Vander Aarde – Maxim Group Operator Greetings….
Quantum-Si Incorporated (NASDAQ:QSI) Q4 2023 Earnings Conference Call February 29, 2024 4:30 PM ET Company Participants Katherine Atkinson – Senior Vice President-Commercial Marketing Jeff Hawkins – President and Chief Executive Officer Jeff Keyes – Chief Financial Officer Conference Call Participants Swayampakula Ramakanth – H.C. Wainwright Operator Good day, ladies and gentlemen. Thank you for standing…
Air France-KLM SA (OTCPK:AFRAF) Q4 2023 Results Conference Call February 29, 2024 2:30 AM ET Company Participants Ben Smith – CEO Steven Zaat – CFO Anne Rigail – CEO of Air France Marjan Rintel – CEO of KLM Conference Call Participants Jarrod Castle – UBS Stephen Furlong – Davy Research Ruxandra Haradau-Doser – HSBC Alex…
24K-Production Investors in embattled specialized hospital REIT operator Medical Properties Trust, Inc. (NYSE:MPW) were likely stunned the recent release of MPW’s fourth-quarter earnings results didn’t lead to a further downfall in its stock. As a result, the dip-buying momentum following its January selloff seems to have continued in earnest as investors consider whether the “bad…
American Coastal Insurance Corporation (NASDAQ:ACIC) Q4 2023 Earnings Conference Call February 29, 2024 5:00 PM ET Company Participants Karin Daly – IR Daniel Peed – Chairman of the Board and CEO Bennett Bradford Martz – President Conference Call Participants Greg Peters – Raymond James Aryan Gupta – Eagle Eye Asset Private Limited Bill Dezellem –…
Elastic N.V. (NYSE:ESTC) Q3 2024 Earnings Conference Call February 29, 2024 5:00 PM ET Company Participants Anthony Luscri – Vice President, Investor Relations Ash Kulkarni – Chief Executive Officer Janesh Moorjani – Chief Financial Officer and Chief Operating Officer Conference Call Participants Pinjalim Bora – JPMorgan Tyler Radke – Citi Matt Hedberg – RBC Capital…
Enel Chile S.A. (NYSE:ENIC) Q4 2023 Earnings Conference Call February 29, 2024 12:00 PM ET Company Participants Isabela Klemes – Head, Investor Relations Fabrizio Barderi – Chief Executive Officer Giuseppe Turchiarelli – Chief Financial Officer Conference Call Participants Javier Suarez – Mediobanca Operator Good afternoon, ladies and gentlemen, and welcome to Enel Chile’s Full Year…
grandriver Over the past year or so, there has been a flurry of merger and acquisition activity in the oil and gas exploration and production market. What’s interesting is that, despite having many different oil and gas producing regions across the nation, both onshore and offshore, one small region has been the source of much…
Pgiam/iStock via Getty Images It’s time for an update on The Goldman Sachs Group, Inc.’s (NYSE:GS) stock. Our latest coverage of Goldman’s stock was before it released its third-quarter earnings, wherein we also stated the stock had a fair value of around $301. Since then, the stock has nearly reached the $400 level. Moreover, Goldman…
bin kontan/iStock via Getty Images Uniswap (UNI-USD) is a protocol and token that I’ve covered a few times for Seeking Alpha over the last couple of years. The protocol is the leading decentralized exchange, or DEX, in the crypto market and has integrations with 13 different EVM blockchains including Ethereum (ETH-USD), Aribtrum (ARB-USD), Polygon (MATIC-USD),…
Fluidra, S.A. (OTCPK:FLUIF) Q4 2023 Earnings Conference Call February 29, 2024 4:00 AM ET Company Participants Clara Valera – IR and Business Development Director Eloy Planes – Executive Chairman Bruce Brooks – CEO Xavier Tintore – CFTO Conference Call Participants Jackie Li – Bank of America Leo Carrington – Citigroup Francisco Ruiz – BNP Christoph…
Hilton Grand Vacations Inc. (NYSE:HGV) Q4 2023 Earnings Conference Call February 29, 2024 11:00 AM ET Company Participants Mark Melnyk – Senior Vice President, Investor Relations and G&A Mark Wang – President and Chief Executive Officer Dan Mathewes – Chief Financial Officer Conference Call Participants Patrick Scholes – Truist Securities Brandt Montour – Barclays Patrick…
Youdao, Inc. (NYSE:DAO) Q4 2023 Results Conference Call February 29, 2024 5:00 AM ET Company Participants Jeffrey Wang – Director, Investor Relations Feng Zhou – Chief Executive Officer Peng Su – Vice President, Strategies and Capital Markets Lei Jin – President Yongwei Li – VP of Finance & Senior Financial Controller Conference Call Participants Brian…
Endava plc (NYSE:DAVA) Q2 2024 Results Earnings Conference Call February 29, 2024 8:00 AM ET Company Participants Laurence Madsen – Investor Relations Manager John Cotterell – Chief Executive Officer Mark Thurston – Chief Financial Officer Conference Call Participants Ashwin Shirvaikar – Citigroup Puneet Jain – J.P. Morgan Jesse Wilson – William Blair Bryan Bergin –…
Papa John’s International, Inc. (NASDAQ:PZZA) Q4 2023 Earnings Conference Call February 29, 2024 8:00 AM ET Company Participants Stacy Frole – VP, IR Rob Lynch – President & CEO Ravi Thanawala – CFO Conference Call Participants Sara Senatore – Bank of America Peter Saleh – BTIG Lauren Silverman – Deutsche Bank Brian Bittner – Oppenheimer…
Marathon yesterday announced their Anduro layer two proposal. While there aren’t really any fundamentally new pieces or developments in the Anduro design, they do compose in slightly different ways compared to other existing sidechain systems such as RSK or Liquid/Elements. Anduro is a federated model that makes use of a quorum, referred to as the…
Pennant Group, Inc. (NASDAQ:PNTG) Q4 2023 Earnings Conference Call February 29, 2024 12:00 PM ET Company Participants Kirk Cheney – General Counsel & Corporate Secretary Brent Guerisoli – CEO & Director John Gochnour – President & COO Lynette Walbom – CFO Conference Call Participants Dean Sublett – Stephens, Inc. Operator Good day, and thank you…
Canadian Natural Resources Limited (NYSE:CNQ) Q4 2023 Results Conference Call February 29, 2024 11:00 AM ET Company Participants Lance Casson – Investor Relations Tim McKay – Vice Chairman Scott Stauth – Chief Operating Officer, Oil Sands Robin Zabek – Chief Operating Officer, E&P Mark Stainthorpe – Chief Financial Officer Conference Call Participants Doug Leggate –…
Bank of America Corp.’s Merrill Lynch and Wells Fargo & Co.’s brokerage unit have begun offering access to exchange-traded funds (ETFs) that directly invest in Bitcoin, according to Bloomberg Law. JUST IN: Wells Fargo and Bank of America’s Merrill are offering spot #Bitcoin ETFs to wealth clients 🚀 pic.twitter.com/Lr3oD5XgrR — Bitcoin Magazine (@BitcoinMagazine) February 29,…
Enviri Corporation (NYSE:NVRI) Q4 2023 Earnings Conference Call February 29, 2024 9:00 AM ET Company Participants Dave Martin – Vice President-Investor Relations Nick Grasberger – Chairman and Chief Executive Officer Tom Vadaketh – Senior Vice President and Chief Financial Officer Conference Call Participants Rob Brown – Lake Street Capital Markets Michael Hoffman – Stifel Larry…
BlackRock’s spot Bitcoin exchange-traded fund (ETF) is poised to make its debut in Brazil tomorrow, according to a report from the largest financial market news platform in Brazil, InfoMoney. The launch follows the announcement by BlackRock that the Brazilian Depositary Receipts (BDRs) of its iShares Bitcoin Trust ETF (IBIT39) will begin trading on B3, Brazil’s stock exchange,…
Tile Shop Holdings, Inc. (NASDAQ:TTSH) Q4 2023 Earnings Conference Call February 29, 2024 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 Operator Good day, and thank…
International Seaways, Inc. (NYSE:INSW) Q4 2023 Earnings Conference Call February 29, 2024 9:00 AM ET Company Participants James Small – General Counsel and Chief Administrative Officer Lois Zabrocky – President and CEO Jeff Pribor – CFO Derek Solon – SVP and Chief Commercial Officer Conference Call Participants Christopher Robertson – Deutsche Bank Liam Burke –…
Verano Holdings Corp. (OTCQX:VRNOF) Q4 2023 Earnings Conference Call February 29, 2024 8:30 AM ET Company Participants Julianna Paterra – Vice President-Investor Relations George Archos – Chief Executive Officer & Founder Brett Summerer – Chief Financial Officer Darren Weiss – President Conference Call Participants Aaron Grey – Alliance Global Partners Scott Fortune – ROTH Capital…
Nomad Foods Limited (NYSE:NOMD) Q4 2023 Earnings Conference Call February 29, 2024 8:30 AM ET Company Participants Amit Sharma – Head, Investor Relations Stefan Descheemaeker – Chief Executive Officer Samy Zekhout – Chief Financial Officer Conference Call Participants John Baumgartner – Mizuho Securities Steve Powers – Deutsche Bank Rob Dickerson – Jefferies Jon Tanwanteng –…
The Brink’s Company (NYSE:BCO) Q4 2023 Earnings Conference Call February 29, 2024 8:30 AM ET Company Participants Jesse Jenkins – Vice President of Investor Relations Mark Eubanks – Chief Executive Officer Kurt McMaken – Chief Financial Officer Conference Call Participants George Tong – Goldman Sachs Tobey Sommer – Truist Securities Operator Good day, and welcome…
JHVEPhoto/iStock Editorial via Getty Images Dear readers/followers, I’ve made no secret of my bullish longer-term stance on Chemours (NYSE:CC) over the past few years. The company has as of yet failed to “pop” in terms of valuation, despite what I would view as a materially attractive pricing for an attractive set of assets. However, this…
Beiersdorf Aktiengesellschaft (OTCPK:BDRFF) Q4 2023 Earnings Conference Call February 29, 2024 3:00 AM ET Company Participants Jens Geissler – Investor Relations Vincent Warnery – Chief Executive Officer Astrid Hermann – Chief Financial Officer Conference Call Participants Guillaume Delmas – UBS Victoria Petrova – Bank of America Celine Pannuti – JPMorgan Iain Simpson – Barclays Jens…
NASHVILLE, February 29, 2024 – Ledger and Bitcoin Magazine are pleased to announce “10 Steps to Self-Sovereignty”, a new content partnership to help the public understand Bitcoin security tips and best practices and reduce their reliance on trusted third-parties. The content partnership will leverage Ledger’s global security expertise with Bitcoin Magazine’s editorial production and distribution…
Joe Raedle Michael Saylor’s forward-thinking treasury strategy is beginning to pay off as the Bitcoin (BTC-USD) bull market beckons. Is MicroStrategy (NASDAQ:MSTR) still a business intelligence (BI) and analytics software provider, considering anywhere the company is mentioned these days it is mainly about its Bitcoin-powered strategy? Sure, they still do BI and recently ventured into…
Barry Williams/Getty Images News My Thesis for Kongsberg Gruppen ASA An interesting yet disturbing piece of news I recently came across showed that the number of global conflicts in 2023 rose sharply over the previous year – by 28%, to be precise. While I’m not surprised that this would indeed be the case, just from…
Yesterday we were supposed to have a hearing on the preliminary injunction in the Texas Blockchain Council v. Department of Energy case. But, as often happens in litigation, things change quickly. Tuesday the judge entered an order canceling today’s hearing based on the parties reaching an “agreement-in-principle” on the overall dispute. This agreement must be…
Kevin Frayer In its earnings release for Q4 and FY 2023, various line items in Baidu, Inc (NASDAQ:BIDU) – ostensibly China’s answer to Google – has shown arguably the best performance in recent years. Despite this, the stock is said to have missed expectations resulting in the stock price dropping. Whether these expectations were high…
Leaping to conclusions It’s Leap Day today, and for the markets, the focus will be on how much of a leap inflation took during the last monthly sprint. In fact, stocks haven’t moved much this week ahead of the reading on the core personal consumption expenditures price index, which will be released at 8:30 AM…
Diy13 Introduction I try to follow a few rules when I invest in dividend (growth) stocks. This includes staying away from car manufacturers, consumer stocks with severe competition risks, and healthcare companies with complex pipelines and elevated patent risks. So far, I have broken the healthcare rule a few times, especially when I continued buying…
SweetBunFactory You’d think that with all this AI hype, semi stocks broadly would be doing well. This of course until you dig deeper and realize how much of this narrative is being driven by just one stock (Nvidia, my fav!). Semiconductor stocks outside of Nvidia (NVDA) really haven’t done all that much since 2021, but…
JulPo Introduction You’re reading my 7th article on Hudson Technologies, Inc. (NASDAQ:HDSN) here on Seeking Alpha. The company, with a current market capitalization of ~$681 million, is up 270% since I started covering it (compared to the S&P 500 Index, which is up 7.81% over the same period), making it one of my most successful…
Velishchuk Opener I like to invest in high-quality businesses – ones that can generate high returns on capital above the cost of capital and grow significantly over time. I believe the combination of a high return on capital, along with double-digit top-line growth at a reasonable price, is the winning formula. Moreover, I prefer simple…
sefa ozel Li Auto (NASDAQ:LI) reported much better than expected results for the fourth quarter and the company’s outlook for Q1’24 has been quite impressive as well, causing shares to roar higher. Li Auto, which has pulled ahead of the competition in the start-up electric vehicle market, including NIO (NIO) and XPeng (XPEV), is guiding…
Phynart Studio/E+ via Getty Images About the Company Lincoln Electric Holdings (NASDAQ:LECO) is a leading manufacturer of welding, cutting and brazing products. The company has three segments, Americas Welding, International Welding and The Harris Products Group. The company has performed very well over the past year with a return of more than 50%, almost doubling…
Bennett Raglin Citi Trends (NASDAQ:CTRN) is an American retailer specializing in apparel and accessories in physical stores in low-income neighborhoods. The company received a windfall when pandemic stimulus money hit its core demographic strongly, and it became a meme stock for a while. After the pandemic, the reverse occurred. The company’s low-income demographic is suffering…
gopixa Finding good investments that offer solid returns and stable income has become much harder over the last several years. With inflation and interest rates at higher levels, the economy slowing, and political uncertainty in the US and around the world, allocating capital has become much more challenging. Dividend investing has become more common over…