Dürr Aktiengesellschaft (OTCPK:DUERF) Q4 2023 Earnings Conference Call February 27, 2024 9:00 AM ET Company Participants Jochen Weyrauch – Chief Executive Officer Dietmar Heinrich – Chief Financial Officer Andreas Schaller – Head of Investor Relations Conference Call Participants Sven Weier – UBS Holger Schmidt – DZ Bank Nicolai Kempf – Deutsche Bank Philippe Lorrain –…
Jeremy Poland Invesco Energy Exploration & Production ETF (NYSEARCA:PXE) is a passively managed exchange-traded fund. The fund tracks the Dynamic Energy Exploration & Production Intellidex Index. The fund provides exposure to oil and natural gas companies that explore, extract, and refine these resources, creating gasoline, liquid natural gas and other finished products. This fund is…
Editor’s note: Seeking Alpha is proud to welcome Andrew Mach as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » imaginima Investment Thesis ARC Resources (OTCPK:AETUF, TSX:ARX:CA) recently released…
Smith & Nephew plc (NYSE:SNN) Q4 2023 Earnings Conference Call February 27, 2024 3:30 AM ET Company Participants Deepak Nath – Chief Executive Officer Anne-Francoise Nesmes – Chief Financial Officer Conference Call Participants Veronika Dubajova – Citi David Adlington – JPMorgan Sam England – Berenberg Jack Reynolds-Clark – RBC Capital Markets Seb Jantet – Liberum…
Zeta Global Holdings Corp. (NYSE:ZETA) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Scott Schmitz – Senior Vice President of Investor Relations David Steinberg – Co-Founder, Chairman and Chief Executive Officer Christopher Greiner – Chief Financial Officer Conference Call Participants Ryan MacDonald – Needham & Company Elizabeth Porter – Morgan…
Tuya, Inc. (NYSE:TUYA) Q4 2023 Earnings Conference Call February 27, 2024 7:30 PM ET Company Participants Reg Chai – IR Director Jerry Wang – Founder and CEO Jessie Liu – CFO Conference Call Participants Yang Liu – Morgan Stanley Timothy Zhao – Goldman Sachs Mingran Li – CICC Operator Good morning and good evening, ladies…
Drew Angerer Investment Thesis There’s the realization that Twilio’s (NYSE:TWLO) days as a growth business are now in the rear-view mirror. A lot of people reached out to me that I called Twilio wrongly. This is true. Absolutely and undeniably so. What a lot of people appear to get confused with, is that in this…
rep0rter/iStock Editorial via Getty Images Japan has emerged as a hotbed of bullish equity activity. The Nikkei 225 Index recently notched all-time highs, finally eclipsing its December 1989 peak near 39,000. Times are starkly different today compared to 34-plus years ago, however. Back then, the Japanese stock market was at the peak of one of…
Bryan Bedder This article is part of a series that provides an ongoing analysis of the changes made to George Soros’s 13F stock portfolio on a quarterly basis. It is based on George Soros’s regulatory 13F Form filed on 2/14/2024. Please visit our Tracking Soros Fund Management Holdings article for an idea on his investment…
Pinnacle West Capital Corporation (NYSE:PNW) Q4 2023 Earnings Conference Call February 27, 2024 11:00 AM ET Company Participants Amanda Ho – Director of Investor Relations Jeff Guldner – Chairman and CEO Andrew Cooper – CFO Ted Geisler – APS’ President Jacob Tetlow – Executive Vice President of Operations Conference Call Participants Nick Campanella – Barclays…
REGENXBIO Inc. (NASDAQ:RGNX) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Patrick Christmas – Chief Legal Officer Ken Mills – Chief Executive Officer Steve Pakola – Chief Medical Officer Vit Vasista – Chief Financial Officer Conference Call Participants Gena Wang – Barclays Gospel Enyindah-Asonye – Morgan Stanley Alec Stranahan –…
Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Sharon Klahre – Head, Investor Relations Michael Metzger – Chief Executive Officer Dr. Neil Gallagher – President and Head, R&D Keith Goldan – Chief Financial Officer Dr. Peter Ordentlich – Chief Scientific Officer Dr. Anjali Ganguli – Chief…
eBay Inc. (NASDAQ:EBAY) Q4 2023 Earnings Conference Call February 27, 2024 5:00 PM ET Company Participants John Egbert – VP of IR Jamie Iannone – CEO Steve Priest – CFO Conference Call Participants Nikhil Devnani – Bernstein Colin Sebastian – Baird Kenneth Gawrelski – Wells Fargo Justin Post – Bank of America Doug Anmuth –…
ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Al Kildani – Senior Vice President, Investor Relations and Corporate Communications Steve Davis – President and Chief Executive Officer Brendan Teehan – Executive Vice President, Chief Operating Officer, Head of Commercial Doug Williamson – Executive Vice President, Head…
Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Q4 2023 Earnings Conference Call February 27, 2024 8:30 AM ET Company Participants Derek Cole – IR Frank Watanabe – President and CEO Todd Edwards – CCO Patrick Burnett – CMO John Smither – CFO Conference Call Participants Tyler Van Buren – TD Cowen Uy Ear – Mizuho Chris Shibutani –…
Angel Di Bilio/iStock Editorial via Getty Images For the most part, the airline industry never recovered after COVID lockdowns. Across the board, airlines faced immense losses during 2020, causing nearly all to face tremendous debt growth. For some, that issue has been exacerbated by the sharp rise in interest rates, compounding their overall interest expense….
First Solar, Inc. (NASDAQ:FSLR) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Richard Romero – Investor Relations Mark Widmar – Chief Executive Officer Alex Bradley – Chief Financial Officer Conference Call Participants Moses Sutton – BNP Paribas Philip Shen – Roth Capital Partners Operator Good afternoon, everyone, and welcome to…
Chatham Lodging Trust (NYSE:CLDT) Q4 2023 Earnings Conference Call February 27, 2024 11:00 AM ET Company Participants Chris Daly – DG Public Relations Jeffrey Fisher – Chairman, President, CEO Jeremy Wegner – CFO & SVP Dennis Craven – EVP & COO Conference Call Participants Anthony Powell – Barclays Capital Operator Greetings, welcome to Chatham Lodging…
ThomasVogel Thesis The Canadian oil and gas space is highly fragmented. As such, there are laundry lists of small oil and gas producers that are growing their operations in Western Canada. Land in the region is extremely cheap and located in generally young basins that have not gone through any meaningful amount of consolidation. I…
grandriver Diamondback (NASDAQ:FANG) is in a position of strength in the current market, with uncertain macroeconomic conditions going through CY24. I believe that the oil market will remain flat-to-down during the duration of the year, contingent upon no tail-end exogenous event. Given their operational efficiencies, a focus on bringing current DUC inventories into production, and…
insagostudio Post-4Q2023 earnings, there’s been no less than eight S.A. articles published about Energy Transfer Partners (NYSE:ET). I last wrote about the company six months ago, so along with S.A. colleagues, I thought it’s time to weigh-in with my take on the current state. In this article, I elected to focus primarily upon fact-checking how…
Kubrak78/E+ via Getty Images Intact Financial Corporation (TSX:IFC:CA) is the dominant Property & Casualty Insurer in Canada. After reaching market dominance in Canada by acquisition, the company has expanded into the U.S. and U.K. by further acquisitions in recent years. Property & Casualty Insurance has been through a tough few years, but the industry has…
Sean Zanni Prelude I initially covered Block (NYSE:SQ) in February of 2023 noting that Block has very strong growth prospects with the primary risk of stock-based comp equity dilution. Management executed well on the growth thesis in 2023 and addressed equity dilution risk with a buyback program which led to my most recent Buy rating…
Scott Olson Introduction I believed Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) was trading at a nice discount at the time of my 2022 article. The stock has gone up substantially since that time and my thesis is that the discount has narrowed. BNSF $125 Billion I think BNSF is worth at least 80% of Union Pacific (UNP)….
Today, Jack Mallers, the CEO of Strike, has announced the expansion of Strike’s suite of Bitcoin services into several African markets. I just published Announcing Strike Africa Today, we are launching Strike Africa, expanding our full suite of #Bitcoin services into Gabon, Ivory Coast, Malawi, Nigeria, South Africa, Uganda, and Zambia with more markets to…
Carlyle Secured Lending Inc. (NASDAQ:CGBD) Q4 2023 Results Conference Call February 27, 2024 11:00 AM ET Company Participants Daniel Hahn – Shareholder Relations Aren LeeKong – Chief Executive Officer Tom Hennigan – Chief Financial Officer Conference Call Participants Bryce Rowe – B. Riley Finian O’Shea – Wells Fargo Securities Arren Cyganovich – Citi Melissa Wedel…
The current EIA Emergency Cryptocurrency Mining Facilities survey held by injunction would require monthly reporting of information from mining facility operators through July 31, 2024. This survey would require the collection of information such as the power price with the power provider, the amount of electricity available under their purchase agreement, the amount of power…
urbazon/E+ via Getty Images After the bell on Monday, we received fiscal fourth quarter results from Zoom Video Communications, Inc. (NASDAQ:ZM). Perhaps the biggest pandemic darling, the company has seen its revenue growth rate and stock price fall dramatically from their highs. While shares popped on the initial headline beats that were reported, the company’s…
LumiNola Elevator Pitch Expensify, Inc. (NASDAQ:EXFY) shares are awarded a Buy investment rating. With my earlier September 27, 2023 update, I evaluated Expensify’s financial outlook and valuation multiples. My attention turns to EXFY’s latest Q4 2023 financial performance and its free cash flow guidance in the current write-up. I am impressed with EXFY’s fourth quarter…
Fulcrum Therapeutics, Inc. (NASDAQ:FULC) Q4 2023 Earnings Call Transcript February 27, 2024 8:00 AM ET Company Participants Alex Sapir – CEO and President Alan Musso – CFO Iain Fraser – Interim CMO Conference Call Participants Matthew Biegler – Oppenheimer Joori Park – Leerink Partners Dae Gon Ha – Stifel Operator Good morning and welcome to…
Michael Vi The 2023 form 10K SEC filing is out for Palantir Technologies (NYSE:NYSE:PLTR), and I am seeing some very interesting data points converging into a paradigm shift for the company. Q4 was a solid quarter that gave us a lot of hints and insight into what the future holds for Palantir. I have covered…
Michael M. Santiago/Getty Images News The oddities in the market continue to rise with each passing day. The longer a trend remains in place, the more people will inevitably conclude that this is the state of things forever. Rather than just do the usual critique of the “bubble du jour”, we will actually give you…
mikkelwilliam Introduction and investment thesis Nvidia Corporation’s (NASDAQ:NVDA) latest earnings report had been eagerly awaited by the investor community. The main question was whether the chip giant could make up for diminishing revenues from China amid strengthening U.S. export regulations. As China consistently accounted for 20-25% of the company’s revenues, this wasn’t obvious at first…
The intertwining stories of Tim Draper, a venture capitalist with an unyielding belief in Bitcoin, and Ross Ulbricht, the infamous creator of the Silk Road, present a compelling exploration of ethics, empathy, and the unpredictable nature of the cryptocurrency market. This narrative delves deep into the moral quandaries posed by their unique circumstances, offering a…
bugto/Moment via Getty Images Introduction Shipping stocks with a market cap below $100 million offer exciting opportunities for entrepreneurs’ investors. Most of the time, they are not as straightforward as shipping majors such as Frontline plc (FRO) or Star Bulk Carriers Corp. (SBLK). In today’s article, I discuss such a company. Pyxis Tankers Inc. (NASDAQ:PXS)…
Justin Sullivan A lot has happened since my last article on Nvidia Corporation (NASDAQ:NVDA). The last set of quarterly earnings was a true blowout. The net profit surged to incredible highs, and many investors got excited. Although the development was a positive, I would still take the results announcement with a pinch of salt. Here…
PashaIgnatov Author’s Note: This article is part of our periodic/monthly series that attempts to present two lists of stocks for the month that could be suitable for writing options to generate relatively safe income. Certain parts of the introduction, definitions, and section describing the selection process will have some commonality and repetitiveness with our previous…
Justin Sullivan I am a PayPal (NASDAQ:PYPL) bull who believes their Meta Platforms (META) moment will occur, but I am an unhappy shareholder. After PYPL’s Q4 earnings, I posted a tweet where I expressed my dissatisfaction directly to Alex Chriss (PayPal CEO). After going back and rereading the Q4 2023 conference call transcript (can be…
RyanJLane Over the past 2 years, REIT share prices have crashed even as most of them kept growing their cash flow and increasing their dividends. Data by YCharts As a result, REIT dividend yields are now historically high. It is not uncommon to find good REITs yielding around 8% and many of them pay you…
Alex Wong Investment Thesis A little over four years ago, just weeks before the COVID pandemic gripped the world, I wrote an article about Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) inspired by Nassim Nicholas Taleb’s book Antifragile. This year’s Berkshire Hathaway shareholder letter touched on many of my points. At the time, Berkshire had amassed a then-record $128B…
miniseries/E+ via Getty Images One of the most important traits that successful investors have is the ability to remain flexible. Our opinions should change as the data changes. When good news comes in, we should incorporate that into our prior views. And the same holds true when bad news comes in. And yet, in practice,…
bjdlzx California Resources (NYSE:CRC) announced a merger with Aera Energy. This merger was possible because California Resources kept the debt low. Therefore, acquiring a higher debt company like Aera was not going to be a traumatic experience for shareholders. Combining the two companies should produce some cost savings through a larger company rather than two…
Marti157900/iStock via Getty Images EZCORP (NASDAQ:EZPW) appears to be undervalued by almost any metric. As growth and momentum continue building, I believe the stock has potential to unlock value and perform a great run in 2024 and 2025, with ~50% upside to the current price by my calculations. The Company Founded in 1989 with a…
BlackJack3D At first glance, Incyte (NASDAQ:INCY) is a great value stock that allows buying into growth at a reasonable price, GARP. 10-year revenues have clocked in a very enviable compound annual growth rate (CAGR) of 26.4% and are projected to grow over the next few years. Even though growth is expected to outpace the sector…
vladj55 Quanta Services, Inc (NYSE:PWR) has been growing steadily in the past decade, especially in the past three years since the signing of the Infrastructure Investment and Jobs Act in 2021. However, due to the significant increase in remaining performance obligation and uncertainty around its ability to deliver projects on time and on budget, despite…
da-kuk Palo Alto Networks (PANW) plunged post-earnings last week. The once high-flying cybersecurity stock fell from near $380 to about $260 peak to trough in February. Shares have since bounced as investors re-assessed the situation. Such major corrective moves are not uncommon following meteoric rises in key investment themes in volatile niches. For many investors,…
peterschreiber.media Business Overview Consolidated Edison (NYSE:ED) is a utility company that distributes and delivers electricity, gas and steam energy in New York to about 4 million people. The company operates power plants, distribution centers, distribution routes and natural gas pipelines among other things in order to create and distribute energy. As with most regional utility…
Rainer Puster I have previously been bearish on Roku, Inc. (NASDAQ:ROKU), noting that the company is burning a lot of cash today and the path to positive earnings (after stock-based payments) is too far in the future, with the realm of possibilities too wide between now and then to comfortably recommend an investment. Since my…
Luis Alvarez Investment thesis After a protracted decline since 2021, we believe Match Group’s (NASDAQ:MTCH) shares have come into buy territory. The company dominates the market of online dating platforms, which allows it to steadily increase prices for paid features, and its updated 2024 strategy could create additional momentum to revitalize financial results and stock…
Richard-P-Long/iStock via Getty Images The United States Natural Gas Fund (NYSEARCA:UNG) is an exchange-traded fund (ETF) that’s designed to track natural gas futures traded on the New York Mercantile Exchange (NYMEX). I’ve written about UNG a few times here on Seeking Alpha, most recently in a May 23, 2023, piece titled “United States Natural Gas…