JHVEPhoto Last month, the world’s leading data center REIT, Equinix Inc. (NASDAQ:EQIX), reported fourth quarter and full-year results for FY 2023. In a previous article published in May, I pointed out that Equinix had managed to grow the top-line for 80+ uninterrupted quarters, the longest growth streak amongst S&P 500 companies. Quite naturally, that was…
buzbuzzer/iStock via Getty Images Business Overview In my opinion, Rush Enterprises, Inc. (NASDAQ:RUSHA) doesn’t get enough praise or attention from investors. This is a business that has been around since the 60s, has been public since 1996 and over the last 20 or so years, the stock has had a CAGR of 15-20% depending on…
Thai Liang Lim/E+ via Getty Images Here comes the AI regulation The EU passed the first global act that regulates artificial intelligence, with a specific focus on the GenAI. The act is expected to be officially enacted in May and implemented gradually over the next three years, but the most important regulation impacting the social…
Dragon Claws Don’t jump to conclusions based on one month’s number. The Final Demand version of the Producer Price Index rose 0.6% in February, and that was twice the amount the market expected to see. A Bloomberg headline on Thursday morning said, “Bond Yields Jump as Hot Inflation Curbs Fed Wagers.” Worse still, the full…
Sundry Photography Over a year ago, I published “U.S. Bancorp: Net Interest Margin Compression Could Quickly Erase Profits This Year.” At that time, I had a bearish view on U.S. Bancorp (NYSE:USB) under the view that its moderately high leverage combined with rising deposit rates would cause its NIM to compress, causing the company to…
DNY59 In this article we take a fresh look at the municipal fund space, with a particular focus on tax-exempt muni CEFs. The sector has gone on a rollercoaster ride with a sharp rise in yields starting in 2022 and what looks like a blow-off top late last year after which yields have fallen and…
Despegar.com Corporation (NYSE:DESP) Q4 2023 Earnings Conference Call March 14, 2024 4:30 PM ET Company Participants Luca Pfeifer – VP, IR Damián Scokin – CEO Amit Singh – CFO Gonzalo Estebarena – CTO Conference Call Participants Naved Khan – B. Riley Securities Kevin Kopelman – Cowen & Co. Brett Knoblauch – Cantor Fitzgerald Operator Good…
Fathom Holdings Inc. (NASDAQ:FTHM) Q4 2023 Earnings Conference Call March 14, 2024 5:00 PM ET Company Participants Alex Kovtun – Gateway Group Marco Fregenal – Chief Executive Officer Joanne Zach – Senior Vice President-Finance Conference Call Participants John Campbell – Stephens Tom White – D.A. Davidson Raj Sharma – B. Riley Operator Good afternoon and…
Montauk Renewables, Inc. (NASDAQ:MNTK) Q4 2023 Earnings Conference Call March 14, 2024 5:00 PM ET Company Participants John Ciroli – Chief Legal Officer & Secretary Sean McClain – Chief Executive Officer & President Kevin Van Asdalan – Chief Financial Officer Conference Call Participants Saumya Jain – UBS Matthew Blair – Tudor, Pickering, Holt Craig Shere…
TILT Holdings Inc. (OTCQB:TLLTF) Q4 2023 Earnings Conference Call March 14, 2024 5:00 PM ET Company Participants Lynn Ricci – Head of IR & Corporate Communications Tim Conder – CEO Brad Hoch – Interim CFO Conference Call Participants Aaron Grey – Alliance Global Partners Pablo Zuanic – Zuanic & Associates Operator Good afternoon, everyone, and…
Co-Diagnostics, Inc. (NASDAQ:CODX) Q4 2023 Earnings Conference Call March 14, 2024 4:30 PM ET Company Participants Andrew Benson – Head, Investor Relations Dwight Egan – Chief Executive Officer Brian Brown – Chief Financial Officer Conference Call Participants Yi Chen – H.C. Wainwright Operator Good day, and welcome to the Co-Diagnostics Fourth Quarter and Full Year…
Allogene Therapeutics, Inc. (NASDAQ:ALLO) Q4 2023 Earnings Call Transcript March 14, 2024 5:00 PM ET Company Participants Christine Cassiano – Chief Corporate Affairs and Brand Strategy Officer David Chang – President and Chief Executive Officer Zachary Roberts – Executive Vice President of Research and Development and Chief Medical Officer Geoff Parker – Chief financial officer…
UroGen Pharma Ltd. (NASDAQ:URGN) Q4 2023 Earnings Conference Call March 14, 2024 10:00 AM ET Company Participants Vincent Perrone – Head of IR Elizabeth Barrett – President and CEO Mark Schoenberg – Chief Medical Officer Dong Kim – CFO Jeffrey Bova – Chief Commercial Officer Silvio Pacheco – VP of Market Access Conference Call Participants…
champpixs The equity market’s rally has been fueled in large part by the so-called Magnificent Seven. David Sekera, Chief U.S. Market Strategist with Morningstar Research, explains why it may be time to look beyond big tech for potential opportunities in value stocks. Transcript Greg Bonnell – With big tech leading the way to new highs…
Heritage Global Inc. (NASDAQ:HGBL) Q4 2023 Earnings Conference Call March 14, 2024 5:00 PM ET Company Participants John Nesbett – Investor Relations Ross Dove – Chief Executive Officer Brian Cobb – Chief Financial Officer Conference Call Participants Mark Argento – Lake Street Capital Markets George Sutton – Craig-Hallum Michael Diana – Maxim Group Operator Ladies…
Profire Energy, Inc. (NASDAQ:PFIE) Q4 2023 Earnings Conference Call March 14, 2024 8:30 AM ET Company Participants Steven Hooser – IR Ryan Oviatt – Co-CEO and CFO Cameron Tidball – Co-CEO Conference Call Participants Rob Brown – Lake Street Capital Markets John Bair – Ascend Wealth Advisors Operator Good morning, everyone, and thank you for…
Nikada Introduction I wanted to revisit Apple Inc. (NASDAQ:AAPL) after its lackluster performance YTD, and to see how it has performed over the last year. The company is as strong as ever when it comes to profitability, while a lot of uncertainty looms around its ability to retain and grow revenues, however, this negative sentiment…
NicoElNino/iStock via Getty Images Both BCE Inc. (BCE, BCE:CA) and Vodafone (VOD) telecommunication companies are struggling, this article is to show how they compare and that they might soon have the same 8% yield. I give a Rose recommendation for owning them and what action I might take. I wrote how BCE was struggling in…
Olekcii Mach/iStock via Getty Images This monthly article series shows a dashboard with aggregate industry metrics in materials. It is also a top-down analysis of sector exchange-traded funds, or ETFs, like Materials Select Sector SPDR® Fund ETF (XLB) and Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT), whose largest holdings are used to calculate these metrics. Shortcut…
gchapel The sudden weakness in electric vehicle (“EV”) demand has knocked down lithium stocks, but a company like Lithium Americas Corp. (NYSE:LAC) is ultimately poised to bring a lithium mine online when demand is expected to return. The long-term EV story hasn’t been altered as some range anxiety and buyer incentives are resolved over time….
Best Buy Co., Inc. (NYSE:BBY) UBS Global Consumer and Retail Conference March 14, 2024 1:00 PM ET Company Participants Corie Barry – Chief Executive Officer Matt Bilunas – Chief Financial Officer Mollie O’Brien – Head of Investor Relations Conference Call Participants Michael Lasser – UBS Michael Lasser [Call Starts Abruptly] …and Retail Conference. I’m Michael…
Michael M. Santiago Last April, I placed a “Buy” rating on Philip Morris International (NYSE:PM), saying it had huge opportunity in front of it as it started to derive more and more revenue from higher margin smoke-free products. More recently in November, I said the company was a unique combination of growth and defense. With…
Gold Resource Corporation (NYSE:GORO) Q4 2023 Earnings Conference Call March 14, 2024 10:00 AM ET Company Participants Chet Holyoak – CFO Allen Palmiere – President & CEO Alberto Reyes – COO Conference Call Participants Heiko Ihle – H.C. Wainwright Jake Sekelsky – Alliance Global Partners Operator Good morning, and welcome to the Gold Resource Corporation…
Hapag-Lloyd Aktiengesellschaft (OTCPK:HPGLY) Q4 2023 Earnings Conference Call March 14, 2024 9:00 AM ET Company Participants Rolf Habben Jansen – CEO Mark Frese – CFO and Chief Procurement Officer Conference Call Participants Omar Nokta – Jefferies Sam Bland – JPMorgan Cristian Nedelcu – UBS Sathish Sivakumar – Citi Marc Zeck – Stifel Ben Thielmann –…
FotografieLink We previously covered CrowdStrike Holdings (NASDAQ:CRWD) in December 2023, discussing why we chose to downgrade the stock as Hold, with it already pulling forward most of its upside potential thanks to the generative AI hype. While we maintained our conviction surrounding its long-term prospects, we also believed that there might be moderate volatility in…
Basic-Fit N.V. (OTCPK:BSFFF) Q4 2023 Results Conference Call March 14, 2024 9:00 AM ET Company Participants Richard Piekaar – Head, IR René Moos – CEO Hans van der Aar – CFO Conference Call Participants Robert Bosch – ABN AMRO Hans Pluijgers – Kepler Cheuvreux Marc Zwartsenburg – ING Kris Kippers – Degroof Petercam Tore Fangmann…
This article originally appeared in the Sound Advisory blog. Sound Advisory provide financial advisory services and are specialize in educating and guiding clients to thrive financially in a bitcoin-powered world. Click here to learn more. “Belief is a wise wager. Granted that faith cannot be proved, what harm will come to you if you gamble…
Protalix BioTherapeutics, Inc. (NYSE:PLX) Q4 2023 Earnings Conference Call March 14, 2024 8:30 AM ET Company Participants Lauren Merrick – Investor Relations Dror Bashan – President and Chief Executive Officer Eyal Rubin – Senior Vice President and Chief Financial Officer Conference Call Participants John Vandermosten – Zacks Operator Good morning, ladies and gentlemen and welcome…
Eleven approved Bitcoin ETFs have painted the pioneering cryptocurrency with a fresh coat of legitimacy. By receiving an official blessing from the Securities and Exchange Commission (SEC), an institutional investing barrier has been lifted. With this barrier gone, financial advisors, mutual funds, pension funds, insurance companies and retail investors can now receive Bitcoin exposure without…
LumiNola Investment action I recommended a buy rating for Clarivate Plc (NYSE:CLVT) when I wrote about it the last time, as the business has turned its organic growth around to positive territory, and there are tailwinds that I expected would drive organic growth even higher. Based on my current outlook and analysis, I recommend a…
uCloudlink Group Inc. (NASDAQ:UCL) Q4 2023 Earnings Conference Call March 14, 2024 8:30 AM ET Company Participants Zhiping Peng – Co-Founder & Board Chair Chaohui Chen – Co-Founder & CEO Yimeng Shi – CFO Jillian Zeng – IR Conference Call Participants Theodore O’Neill – Litchfield Hills Research Vivian Zang – Diamond Equity Research Operator Good…
andreswd In my recent articles covering the Brazilian mining company Vale (NYSE:VALE), my investment thesis revolves around its ability to generate shareholder returns through dividends or share buybacks. Moreover, despite its performance closely tied to commodities, Vale enjoys an operational advantage as a low-cost producer. This allows it to remain profitable even during low iron…
In a landmark ruling, a judge at London’s High Court declared that Craig Wright, the Australian ‘computer scientist’ who has long claimed to be the elusive creator of Bitcoin, is not Satoshi Nakamoto. This decision came following a legal confrontation with the Crypto Open Patent Alliance (COPA), seeking to prevent Wright from suing bitcoin developers…
RyanJLane We have traded DICK’S Sporting Goods, Inc. (NYSE:DKS) several times in the last few years. This stock remains one of the favorites, particularly among options traders, over at our Investing Group. The stock is back in business in a big way, and surging to new highs on its just-reported quarterly results. As we take…
Bitcoin pioneer Adam Back, one of the earliest cypherpunks who helped lay the ideological foundation for Bitcoin, believes that the bitcoin price is on its way to hitting $100,000, and that the move is “overdue.” Back has been involved with Bitcoin since its earliest days, contributing to technology like Hashcash, which influenced Satoshi Nakamoto’s design…
Anne Czichos/iStock Editorial via Getty Images Introduction Merck KGaA (OTCPK:MKGAF) is the “original” of the two Merck companies. Established as a pharmacy in 1668 in Darmstadt, the company has since grown to be one of Europe’s dominant companies in the healthcare and life sciences industry with exposure to the semiconductor space. The company had a…
Marhsa Blackburn (R-TN), the longest-serving United States Senator representing the state of Tennessee, will speak at the National Press Club in Washington D.C. for the second-annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute (BPI). According to a press release sent to Bitcoin Magazine, Blackburn will participate in a fireside chat focused on the…
MorphoSys AG (NASDAQ:MOR) Q3 2023 Earnings Conference Call March 14, 2024 8:00 AM ET Company Participants Jean-Paul Kress – Chief Executive Officer Tim Demuth – Chief Research and Development Officer Lucinda Crabtree – Chief Financial Officer Julia Neugebauer – Head of Investor Relations Conference Call Participants Derek Archila – Wells Fargo Xian Deng – UBS…
MONETARY DEBASEMENT Debasement refers to the action or process of reducing the quality or value of something. When talking about fiat currencies, debasement traditionally refers to the practice of reducing the precious metal content in coins while keeping their nominal value the same, thereby diluting the coin’s intrinsic worth. In a modern context, debasement has…
Sundry Photography/iStock Editorial via Getty Images SA – Magnificent 7 Dividends Some of the biggest and fastest-growing companies in the world don’t pay dividends; for those that do, you’ll see marginal yields and slow div growth for the most part. These companies generally return to shareholders via share buybacks, shareholder equity growth, and, of course,…
PM Images This was another interesting week in the markets. The S&P 500 was basically flat as it decreased by -0.03%, while the Nasdaq declined by -0.95%. We’re less than a week away from the upcoming Fed meeting, and CME Group is projecting that there is a 97% chance that rates will remain unchanged. Fed…
Richard Drury Warren Buffett once emphasized that the path to long-term financial independence lies in building a passive income snowball. This is because a passive income snowball throws off a gradually increasing amount of income (such as dividends) from investments that require minimal active involvement. Ultimately, this results in exponential growth to the passive income…
Eoneren Investment Thesis Navitas Semiconductor Corporation (NASDAQ:NVTS) is a rapidly growing small-cap semiconductor company specializing in gallium nitride “GaN” and silicon carbide “SiC” components for power electronics. GaN and SiC devices offer many advantages compared to legacy silicon and are increasingly replacing silicon semiconductors in a wide variety of applications, as well as enabling new…
hometowncd/E+ via Getty Images I want to start here by saying that I would not want to own just 4 real estate investment trusts, or REITs. It is just not enough to properly diversify the risks of individual positions. If just one of your picks ended up becoming a loser, it would be very hard…
JHVEPhoto Elevator Pitch I have a Buy rating for Jones Lang LaSalle Incorporated (NYSE:JLL). My earlier update, published on October 9, 2023, touched on the company’s revenue mix and its mid-term financial goals. With this article, I focus on the multiple positives associated with Jones Lang LaSalle that support an upgrade of my rating for…
Editor’s note: Seeking Alpha is proud to welcome SA Editor Vijay Krishnan 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 » MarsYu Table 1: Performance of the Aegis…
ifish/E+ via Getty Images Investment Thesis Semtech Corp. (NASDAQ:SMTC) reported results for its third quarter of FY2024 late last year. Since then, I think the stock has not only bottomed in terms of revenue this quarter and outlook but also in its stock price movement. Semtech stock now provides a more balanced risk-reward after all…
gorodenkoff/iStock via Getty Images Investment Thesis DigitalBridge Group, Inc. (NYSE:DBRG) is an infrastructure investment firm that focuses on digital infrastructure assets. Over the last year, its stock has soared more than 62% outpacing the S&P 500 by a margin of about 28.31%. Seeking Alpha Even with this solid performance, I am bullish on this stock…
jacoblund/iStock via Getty Images Investment Thesis Have you ever imagined having a diversified dividend portfolio that not only offers an elevated likelihood of favorable investment results due to its reduced risk level, but also the potential to enhance your lifestyle? For example, allowing you to attend your favorite team’s next baseball, basketball, or football game…
Justin Sullivan Overview My recommendation for Hasbro (NASDAQ:HAS) is still a hold rating as the demand environment remains weak, and I am not confident that this situation will be resolved anytime in the near term. Even if I had the confidence, I would only take action when HAS reported strong positive results. That said, I…