Birute/iStock Editorial via Getty Images Dear readers/followers, Telia has not been an easy stock to own over the past few years. I overestimated what sort of timeframe the company would recover, and the addition or inclusion of content-oriented portfolio assets like TV4 in the business has diluted the value and made the recovery and upside…
bjdlzx Overview The Fidelity MSCI Energy Index ETF (NYSEARCA:FENY) is designed to offer investors exposure to the U.S. energy sector, aligning its performance with the MSCI USA IMI Energy Index. Principally, FENY invests at least 80% of its assets in securities that are included in its underlying index, adopting a representative sampling indexing strategy. This…
LagartoFilm We’re now three months since the approval of spot Bitcoin (BTC-USD) ETFs in the United States market. I don’t think it’s a stretch to say these funds have been an enormous success from an AUM growth standpoint. Even after adjusting for the asset exodus from the Grayscale Bitcoin Trust ETF (GBTC), more than 214k…
PM Images I’ve been covering the realm of ultra-short securities for quite some time. I’ve written Buy and Strong Buy articles about many ultra-short bond ETFs, and even one about how great Money Market Funds are these days. In most of the articles, I discuss the fact that ultra-short assets are attractive now, but might…
Iryna Kharkova/iStock via Getty Images When it comes to classifying similar types of opportunities in stocks, there are a number of common ‘genres’ that investors will often refer back to when trying to describe an opportunity set. Common genres include buckets like Special Situations, Turnaround Stories, Commodity Plays, and other things in that vein. For…
Robert Way Hermes (OTCPK:HESAF) (OTCPK:HESAY) released its first-quarter sales figures, which once again handily beat expectations. As the company continues to gravitate above the rest of the industry, it appears Hermes can shrug off any macroeconomic concern or a luxury slowdown. Let’s dive into Hermes’ counter-positioning and show where consensus estimates have it wrong. Introduction…
Huron Consulting Group Inc. (NASDAQ:HURN) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Mark Hussey – CEO and PresidentJohn Kelly – CFO Conference Call Participants Andrew Nicholas – William Blair and CompanyTobey Sommer – Truist SecuritiesWilliam Sutherland – BenchmarkKevin Steinke – Barrington Research AssociatesMoshe Katri – Wedbush Securities Operator Good…
Call Start: 16:30 January 1, 0000 5:08 PM ET Matson, Inc. (NYSE:MATX)Q1 2024 Earnings Conference CallApril 30, 2024 16:30 ET Company Participants Justin Schoenberg – Director of Investor RelationsMatt Cox – Chairman & Chief Executive OfficerJoel Wine – Executive Vice President & Chief Financial Officer Conference Call Participants Jacob Lacks – Wolfe ResearchBen Nolan –…
CVRx, Inc. (NASDAQ:CVRX) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Mike Vallie – IRKevin Hykes – President and CEOJared Oasheim – CFO Conference Call Participants Lilia-Celine Lozada – JPMorganPhillip Dantoin – Piper SandlerMargaret Kaczor – William BlairBill Plovanic – CanaccordFrank Takkinen – Lake Street Capital MarketsChase Knickerbocker – Craig-Hallum…
Yevhen Smyk Waste Management, Inc. (NYSE:WM), through its subsidiaries, engages in the provision of environmental solutions to residential, commercial, industrial, and municipal customers in the United States and Canada. We have published already three article on Seeking Alpha about the firm, starting in July, 2022, with a bullish coverage. Later on, in October, 2022, we…
Fortune Brands Innovations, Inc. (NYSE:FBIN) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Leigh Avsec – Vice President-Investor Relations and Corporate AffairsNick Fink – Chief Executive OfficerDave Barry – Chief Financial Officer Conference Call Participants John Lovallo – UBSPhil Ng – JefferiesAdam Baumgarten – ZelmanStephen Kim – Evercore ISIMatthew Bouley…
Zynex, Inc. (NASDAQ:ZYXI) Q1 2024 Earnings Conference Call April 30, 2024 4:15 PM ET Company Participants Quinn Callanan – CFA, Investor RelationsThomas Sandgaard – Chairman Of The Board, President & CEOAnna Lucsok – Chief Operating OfficerDonald Gregg – President, Zynex Monitoring SolutionsDan Moorhead – Chief Financial Officer Conference Call Participants Jeffrey Cohen – Ladenburg ThalmannYi…
Start Time: 16:30 January 1, 0000 5:28 PM ET Stryker Corporation (NYSE:SYK)Q1 2024 Earnings Conference CallApril 30, 2024, 16:30 PM ET Company Participants Kevin Lobo – Chair and CEOGlenn Boehnlein – VP and CFOJason Beach – VP, Finance and IR Conference Call Participants Robert Marcus – JPMorganLawrence Biegelsen – Wells Fargo SecuritiesRyan Zimmerman – BTIGJoanne…
Oat_Phawat Eldorado Gold Corp (NYSE:EGO) has quietly rallied to its highest level since 2017, gaining momentum in recent months alongside the record price of gold. Indeed, the company reported its latest quarterly results highlighted by solid growth with management guiding for an even stronger second half of the year. The market is also looking ahead…
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2024 Earnings Conference Call April 30, 2024 4:30 PM ET Company Participants Raji Gill – Vice President, Investor RelationsLiam Griffin – Chairman, Chief Executive Officer and PresidentKris Sennesael – Senior Vice President and CFO Conference Call Participants Chris Caso – Wolfe ResearchMatthew Ramsay – TD CowenEdward Snyder – Charter Equity…
Adidas AG (OTCQX:ADDYY) Q1 2024 Earnings Conference Call April 30, 2024 9:00 AM ET Company Participants Sebastian Steffen – SVP, IRBjorn Gulden – CEOHarm Ohlmeyer – CFO Conference Call Participants Piral Dadhania – RBC Capital MarketsZuzanna Pusz – UBSEdouard Aubin – Morgan StanleyMonique Pollard – CitigroupCedric Lecasble – Stifel, Nicolaus & CompanyAneesha Sherman – Sanford…
Brett_Hondow/iStock Editorial via Getty Images Introduction In “Big Tech’s Big Breakdown, The Technical Setup Ahead Of Earnings,” I wrote the following about Amazon.com, Inc. (NASDAQ:AMZN): Along with Meta and Google, Amazon has been one of our largest holdings at TQI since its inception in late 2022. After being undervalued throughout 2022-23, Amazon’s stock has finally…
Daria Nipot Article Thesis Amazon.com, Inc. (NASDAQ:AMZN) reported strong first-quarter earnings results. The company beat estimates easily and margins improved nicely. While the Q2 revenue growth outlook was worse than expected, Amazon’s performance is still appealing from an operational perspective. On the other hand, the stock is far from cheap today; thus, investors should consider…
Roger Ver, a prominent early investor in Bitcoin and famously dubbed “Bitcoin Jesus,” has been indicted by the Department of Justice (DOJ) on charges of mail fraud, tax evasion, and filing false tax returns. Ver was arrested over the weekend in Spain based on these criminal charges, and the U.S. intends to seek his extradition…
Vidrala, S.A. (OTCPK:VDRFF) Q1 2024 Earnings Conference Call April 30, 2024 10:30 AM ET Company Participants Inigo Mendieta – Head of Investor RelationsRaul Gomez – Incoming CEO Conference Call Participants Alberto Espelosin – JB CapitalInigo Egusquiza – KeplerJose Antonio Suarez – Caixa BankFraser Donlon – BerenbergCole Hathorn – JefferiesLuis Toledo – OdoIgnacio Romero – Banco…
Fuchs SE (OTCPK:FUPBY) Q1 2024 Results Conference Call April 30, 2024 6:00 AM ET Company Participants Lutz Ackermann – Head of Investor RelationsIsabelle Adelt – CFO & Member of Executive Board Conference Call Participants Riya Kotecha – Bank of AmericaIsha Sharma – StifelKonstantin Wiechert – Baader-HelveaMartin Roediger – Kepler CheuvreuxMichael Schaefer – ODDO BHFLars Vom-Cleff…
Straumann Holding AG (OTCPK:SAUHF) Q1 2024 Results Conference Call April 30, 2024 4:30 AM ET Company Participants Guillaume Daniellot – CEOYang Xu – CFO Conference Call Participants Daniel Jelovcan – StifelHassan Al-Wakeel – BarclaysMaja Pataki – Kepler CheuvreuxGraham Doyle – UBSRichard Felton – Goldman SachsJulien Dormois – JefferiesVeronika Dubajova – CitiAnchal Verma – JPMorganHugo Solvet…
Albany International Corp. (NYSE:AIN) Q1 2024 Earnings Conference Call April 30, 2024 9:00 AM ET Company Participants JC Chetnani – VP, IRGunnar Kleveland – President & CEORobert Starr – CFO & Treasurer Conference Call Participants Peter Arment – BairdMichael Ciarmoli – Truist Securities.Jordan Lyonnais – Bank of AmericaJack Ayers – TD CowenChigusa Katoku – J.P….
BGC Group, Inc. (NASDAQ:BGC) Q1 2024 Earnings Conference Call April 30, 2024 10:00 AM ET Company Participants Jason Chryssicas – Head of Investor RelationsHoward Lutnick – Chairman of the Board & Chief Executive OfficerSean Windeatt – COO & Co-Global Head of BrokerageJason Hauf – Executive Vice President & Chief Financial Officer Conference Call Participants Patrick…
Remember that movie where Sandra Bullock crosses the entire country blindfolded because peaking outside means you’re basically facing a certain death? That must be how it feels to build anything in Bitcoin right now. Everyone is just moving blind. The United States government is taking everyone along for the ride and no one knows where…
Federal Signal Corporation (NYSE:FSS) Q1 2024 Earnings Conference Call April 30, 2024 10:00 AM ET Company Participants Felix Boeschen – Vice President, Corporate Strategy & Investor RelationsIan Hudson – Chief Financial OfficerJennifer Sherman – President & Chief Executive Officer Conference Call Participants Steve Barger – KeyBanc Capital MarketsChris Moore – CJS SecuritiesMike Shlisky – D.A….
Yarygin Listen below or on the go on Apple Podcasts and Spotify The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56) The following is an abridged transcript: Our top story so far The DEA is…
Harmony Biosciences Holdings, Inc (NASDAQ:HRMY) Q1 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Luis Sanay – Head of Investor RelationsJeffrey Dayno – President & Chief Executive OfficerJeffrey Dierks – Chief Commercial OfficerKumar Budur – Chief Medical OfficerSandip Kapadia – Chief Financial Officer & Chief Administrative Officer Conference Call Participants Charles…
Zebra Technologies Corporation (NASDAQ:ZBRA) Q1 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Mike Steele – Vice President of Investor RelationsBill Burns – Chief Executive OfficerNathan Winters – Chief Financial Officer Conference Call Participants Jamie Cook – Truist SecuritiesDamian Karas – UBSKeith Housum – Northcoast ResearchTommy Moll – StephensBrad Hewitt –…
Jonathan Kitchen/DigitalVision via Getty Images Biogen Inc. (NASDAQ:BIIB) just reported a quarter where their Alzheimer’s therapy is finally gaining traction. The stock has only made a slight bounce off the bottom, providing the opportunity to jump onto the story for a stock that topped $300 last year. My investment thesis remains Bullish on the stock…
Everest Group, Ltd. (NYSE:EG) Q1 2024 Results Conference Call April 30, 2024 8:00 AM ET Company Participants Matt Rohrmann – Head, IRJuan Andrade – President, CEOMark Kociancic – EVP, CFOJim Williamson – EVP, COO Conference Call Participants David Motemaden – Evercore ISIBrian Meredith – UBSMichael Zaremski – BMOJosh Shanker – Bank of AmericaElyse Greenspan –…
PayPal Holdings Inc. (NASDAQ:PYPL) Q1 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Alex Chriss – President, Chief Executive OfficerJamie Miller – Executive Vice President, Chief Financial OfficerRyan Wallace – Head of Investor Relations Conference Call Participants Tien-Tsin Huang – JP MorganDarrin Peller – Wolfe ResearchTimothy Chiodo – UBSRamsey El-Assal –…
Bitcoin and crypto exchange Coinbase has integrated Bitcoin’s Lightning Network, enabling faster and cheaper BTC transactions for its users in the United States (with the exception of New York). As the largest Bitcoin exchange globally by users, trading volume, and custody of assets, Coinbase’s adoption of Lightning is a major win for the Bitcoin scaling solution….
Logitech International S.A. (NASDAQ:LOGI) Q4 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Nate Melihercik – Head of Global Investor RelationsHanneke Faber – Chief Executive OfficerChuck Boynton – Chief Financial Officer Conference Call Participants Alex Duval – Goldman SachsAsiya Merchant – CitiGeorge-Samuel Brown – Deutsche BankDidier Scemama – Bank of AmericaGeorge…
Mark Segal/DigitalVision via Getty Images Thesis Devon Energy (NYSE:DVN) is scheduled to release Q1 results on May 1st, 2024. Investors may be disappointed with the results against strong market expectations resulting from a healthy crude rally throughout the quarter. Now that crude prices have stabilized in the low $80/barrel range, investors may be expecting more….
The world witnessed unprecedented power grabs and supply chains disruptions over the past couple of years. The almost perfect alignment between big government, big banks and corporations should be a serious cause for concern across the agricultural sector. These moves represent no less than the most serious threats to our freedom and survival as businesses,…
Pgiam/iStock via Getty Images My Thesis Lucid’s (NASDAQ:LCID) market cap nearly reached $100 billion in 2021 amidst the pandemic-driven stock market rally. The company had ambitious plans to challenge Tesla’s (TSLA) dominance in the EV industry. However, its market share in the U.S. EV market in 2023 comprised a modest 0.55%, lower than in 2022….
On a Q1 earnings call yesterday, Alliance Resource Partners, a coal mining company worth $2.8 billion that trades under the ticker ARLP on the Nasdaq, reported that it’s mining bitcoin and currently holding 425 BTC on its balance sheet. Nasdaq listed Alliance Resources $ARLP, a $2.8b coal mining company, is mining #bitcoin, and currently holds…
Volkswagen AG (OTCPK:VWAGY) Q1 2024 Earnings Conference Call April 30, 2024 3:00 AM ET Company Participants Pietro Zollino – Head of Corporate CommunicationsRolf Woller – Head of Treasury and Investor RelationsArno Antlitz – CFO & COO Conference Call Participants Jose Asumendi – JPMorganTim Rokossa – Deutsche BankMichael Punzet – DZ BankHorst Schneider – Bank of…
AJ_Watt/E+ via Getty Images Synopsis Mama’s Creations (NASDAQ:MAMA) specializes in the manufacturing and marketing of fresh deli-prepared foods. MAMA’s historical revenues have shown robust year-over-year growth. Additionally, its 2024 margins improved significantly as compared to 2023. For its latest 4Q24 result, strong top-line growth was driven by higher volume. Looking ahead, the changing consumer preference…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. We’re Looking For The Next Top Bitcoin Fund Manager! Bitcoin Magazine Pro in partnership with Samara…
Monty Rakusen Noritz (OTCPK:NRTZF) doesn’t report the majority of its materials in English, so note that the slides were machine translated for your convenience. Following up from our previous coverage of Noritz which speculated on possible ways in which shareholder remuneration could be improved, we have a look at the latest disclosure which does shed…
takasuu/iStock via Getty Images Overview Stronger-than-expected eurozone GDP strengthened the sense that a nascent recovery may be taking hold and has given the euro a bid in the European morning. The dollar (DXY, USDOLLAR), though, is enjoying a firmer tone against the other G10 currencies today. Australia’s unexpected weakness in retail sales has weighed on…
chapin31 Thesis Texas Roadhouse, Inc. (NASDAQ:TXRH) is a compounding machine that I believe will continue to outperform the overall market. A combination of a strong balance sheet and a long runway for profitable growth will drive the company to much higher levels. Shareholders will continue to benefit from their shareholder-friendly policy and the relatively lower…
The recently approved Hong Kong Bitcoin spot ETFs began trading today, but saw relatively low volume on their first day. The Hong Kong Securities and Futures Commission (SFC) approved 6 total spot Bitcoin and Ethereum ETFs last week. NEW: 🇭🇰 Opening ceremony of Hong Kong spot #Bitcoin ETFs 👏 pic.twitter.com/ux1eb5PqRn — Bitcoin Magazine (@BitcoinMagazine) April 30,…
baona/iStock via Getty Images Recently, I penned an article titled “Who’s Chasing Yield?” in which I explained that: “it’s critical to examine the “margin of safety” with the dividend, to make sure that these picks don’t turn into a so-called “sucker yield.” There are plenty of these so-called “sucker yields” in the mortgage REIT sector….
ijeab The momentum factor is on track to end April as it began: the strongest year-to-date performer among US equity factors, based on a set of ETFs through Friday’s close (Apr. 26). In line with the broad market, iShares MSCI USA Momentum Factor ETF (MTUM) has taken a hit in recent weeks after touching a…
Reddit stockcam On Friday, Reddit (NYSE:RDDT) rallied 7.02% from its closing IPO price in a single trading day. The rally was likely brought on by a surprise earnings beat from Snap Inc. (SNAP), which itself booked a staggering 27.6% gain the same day. In the chart below, you can see the price action in the…
Richard Drury Two weeks ago, Fed Chair Jerome Powell let it be known that he had no confidence to cut rates with the present data, and last week’s inflation releases surely did not give him any reassurance that the inflation outlook was moving in the right direction. Numerous inflation reports keep surprising to the upside,…
D-Keine On Monday, April 29th, Annovis Bio (NYSE:ANVS) announced the topline results from their phase 2/3 Alzheimer’s Disease (AD) trial. This trial was described as: The Phase II/III study was a randomized, double-blind, placebo-controlled trial investigating the efficacy, safety, and tolerability of buntanetap in patients with mild to moderate AD. This was a dose-ranging study…