alvarez JFrog (NASDAQ: FROG) is a US-Israeli provider of a software supply chain development platform that enables organizations to manage end-to-end lifecycle of software development, from development, to release, and to security. I have covered FROG before last year in June, when I wrote about its attractive potential, despite rating the stock neutral at that…
wichianduangsri/iStock Unreleased via Getty Images Introduction The Green Dream, Carbon Zero Targets, Sustainability and Renewable Energy are all part of everyday parlance. The importance of the need to harness wind power and solar power to meet our ever-increasing demands for energy is constantly being highlighted. Silver is a ‘must have’ metal in these operations due…
triloks/E+ via Getty Images Elevator Pitch I rate MakeMyTrip Limited (NASDAQ:MMYT) as a Buy. The long-term top-line growth prospects for MMYT are positive, and the company is well-positioned for margin expansion with multiple profitability improvement levers. Company Description MakeMyTrip calls itself a “travel service provider in India” that owns “well-recognized travel brands” in the company’s…
kuremo/iStock Editorial via Getty Images Sega Sammy (OTCPK:SGAMY)(OTCPK:SGAMF) is one of our favourite ideas in the gaming space, which we’ve been covering for a year now. In our last article we focused on Pachinko, but now we are focused on the gaming and entertainment segment, which has been the reason for underperformance. We like Sega…
EschCollection Summer last year, I wrote a bullish article on Alexandria Real Estate Equities, Inc. (NYSE:ARE), where I upgraded the stock to buy due to the combination of the following aspects: Historically depressed P/FFO multiple. Strong like-for-like performance with no signs of deterioration going forward. Robust balance sheet, where the embedded structure of borrowings shields…
champpixs Almost a year ago, I penned a draft for Upstart (NASDAQ:UPST) titled: Upstart: Too hard basket until interest rates turn. I had expected the nearing quarterly report to be negative, but instead it was very positive, and instead I completely rewrote the article as “A leaner Upstart can grow from here” and rated the…
Bogdanhoda/iStock via Getty Images Synopsis Concrete Pumping (NASDAQ:BBCP) specializes in concrete pumping and concrete waste management services in both the US and the UK. BBCP’s historical financials have shown strong top-line growth and improvements to net income margin. In 1Q24, revenue continued to report growth. However, margins contracted due to adverse winter conditions. Looking ahead,…
Boliden AB (publ) (OTCPK:BDNNY) Q1 2024 Earnings Conference Call April 23, 2024 3:00 AM ET Company Participants Olof Grenmark – Head, Investor RelationsMikael Staffas – President and Chief Executive OfficerHåkan Gabrielsson – Chief Financial Officer Conference Call Participants Adrian Gilani – ABG Sundal CollierIoannis Masvoulas – Morgan StanleyLiam Fitzpatrick – Deutsche BankViktor Trollsten – DanskeJason…
Fabian Gysel MTU Aero Engines (OTCPK:MTUAF, OTCPK:MTUAY) suffered a setback following the metal powder issues with the Pratt & Whitney GTF. As a risk sharing partner, part of the cost burden is carried by MTU Aero Engines, which has affected the company’s financial results in 2023 and will have cash impacts going forward. However, as…
gopixa Dividend investors are having a much harder time getting inflation-adjusted income and total returns. With prices still high and the broader indexes near record highs, finding investments offering consistent and solid income is much harder in the market today. One form of investment that has evolved a lot in just the last five years…
Hanmi Financial Corporation (NASDAQ:HAFC) Q1 2024 Earnings Conference Call April 23, 2024 5:00 PM ET Company Participants Ben Brodkowitz – Investor Relations, Financial Profiles, Inc.Bonita Lee – President and Chief Executive OfficerAnthony Kim – Senior Executive Vice President and Chief Banking OfficerRomolo Santarosa – Senior Executive Vice President and Chief Financial Officer Conference Call Participants…
Mattel, Inc. (NASDAQ:MAT) Q1 2024 Earnings Call Transcript April 23, 2024 5:00 PM ET Company Participants David Zbojniewicz – Head of IRYnon Kreiz – Chairman and CEOAnthony DiSilvestro – CFO Conference Call Participants Alexander Perry – Bank of AmericaArpine Kocharyan – UBSDrew Crum – StifelFred Wightman – Wolfe ResearchKylie Cohu – JefferiesMegan Alexander – Morgan…
Enphase Energy, Inc. (NASDAQ:ENPH) Q1 2024 Earnings Conference Call April 23, 2024 4:30 PM ET Company Participants Zach Freedman – Investor RelationsBadri Kothandaraman – President & Chief Executive OfficerMandy Yang – Chief Financial OfficerRaghu Belur – Chief Products Officer Conference Call Participants Colin Rusch – OppenheimerBrian Lee – Goldman SachsKashy Harrison – Piper SandlerMark Strouse…
Stride, Inc. (NYSE:LRN) Q1 2024 Earnings Conference Call April 23, 2024 5:00 PM ET Company Participants Timothy Casey – VP, IRJames Rhyu – CEODonna Blackman – CFO Conference Call Participants Alex Paris – Barrington ResearchGreg Parrish – Morgan StanleyTom Singlehurst – CitiMatthew Filek – William Blair Operator Good day, everyone, and welcome to the Stride…
JHVEPhoto With volatility on the rise, we’re watching closely for opportunities to deploy capital into high quality businesses at attractive prices. And although we’re confident SHW meets our business quality criteria, it hasn’t yet made it into our “strike zone.” Until it does, we’re fine waiting for a pullback or deploying capital elsewhere. In our…
Manhattan Associates, Inc. (NASDAQ:MANH) Q1 2024 Earnings Conference Call April 23, 2024 4:30 PM ET Company Participants Michael Bauer – Head of Investor Relations Eddie Capel – President and Chief Executive Officer Dennis Story – Executive Vice President and Chief Financial Officer Conference Call Participants Terry Tillman – Truist SecuritiesBrian Peterson – Raymond JamesJoe Vruwink…
Taylor Wimpey plc (OTCPK:TWODF) Q1 2024 Sales/Trading Statement Call April 23, 2024 3:30 AM ET Company Participants Jennifer Daly – CEO and Executive DirectorChristopher Carney – Group Finance Director and Executive Director Conference Call Participants Chris Millington – Deutsche NumisWill Jones – Redburn AtlanticMarcus Cole – UBSArnaud Lehmann – Bank of AmericaSam Cullen – Peel…
Anatoly Morozov/iStock via Getty Images On Tuesday, shares of microdisplay developer and producer Kopin Corporation or “Kopin” (NASDAQ:KOPN) sold off after the company updated investors on an unfavorable jury verdict in its long-standing litigation with BlueRadios, Inc. or “BlueRadios” (emphasis added by author): On Monday, April 22, 2024, a jury verdict was entered in the…
Gary Yeowell Zions Bancorporation (NASDAQ:ZION) has just released its 1Q24 earnings report, and we think the results speak well for the improving trends of the bank we wrote about last quarter. Pre-provision net revenue beat market expectations slightly due to higher net interest margin and lower expenses. Steady loan growth was recorded, but deposits fell…
SDI Productions BCB Bancorp’s (NASDAQ:BCBP) Q1 2024 was released a few days ago and it was not exciting: Q1 GAAP EPS of $0.32 misses by $0.02. Revenue of $25.25M (-2.1% Y/Y) misses by $0.04M. In addition to missing both expectations, it is clear that the bank is struggling with profitability. The higher-for-longer scenario of rates…
First BanCorp. (NYSE:FBP) Q1 2024 Earnings Conference Call April 23, 2024 10:00 AM ET Company Participants Ramon Rodriguez – IR OfficerAurelio Aleman-Bermudez – President and CEOOrlando Berges-Gonzalez – EVP and CFO Conference Call Participants Alex Twerdahl – Piper SandlerKelly Motta – KBW Operator Hello everyone and welcome to First BanCorp’s First Quarter 2024 Financial Results…
Originally published on Unchained.com. Unchained is the official US Collaborative Custody partner of Bitcoin Magazine and an integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. If you’ve been using bitcoin for a while, you’ve…
DNY59 We previously covered Netflix, Inc. (NASDAQ:NFLX) in January 2024, discussing why its streaming prospects might remain robust as the macroeconomic outlook lifted, significantly aided by the robust labor market as discretionary spending grew. Combined with the excellent FQ4’23 performance and impressive FQ1’24 guidance, the stock had also pulled forward part of its upside potential,…
Jean-Luc Ichard Investment Thesis Microsoft Corporation (NASDAQ:MSFT) completed an impressive 2023, achieving a 57% increase in market value, which exceeded Apple (AAPL) as the most valuable company by market cap. This significant milestone aligns well with Microsoft’s long-standing influence in the computing sector. Its Windows operating system has been a cornerstone technology for decades and…
NBT Bancorp Inc. (NASDAQ:NBTB) Q1 2024 Earnings Conference Call April 23, 2024 10:00 AM ET Company Participants John Watt – President and CEOScott Kingsley – Chief Financial OfficerAnnette Burns – Chief Accounting OfficerJoe Stagliano – President, Retail Banking Conference Call Participants Matthew Breese – StephensChristopher O’Connell – Keefe, Bruyette & Woods Operator Good day, everyone….
SmartFinancial, Inc. (NYSE:SMBK) Q1 2024 Earnings Conference Call April 23, 2024 10:00 AM ET Company Participants Nate Strall – Head of Investor RelationsMiller Welborn – ChairmanBilly Carroll – President and Chief Executive OfficerRhett Jordan – Executive VP and Chief Credit Officer of SmartBankRon Gorczynski – Executive Vice President, Chief Financial Officer Conference Call Participants Will…
Block, a prominent global technology company focusing on financial services, has unveiled significant advancements in its bitcoin mining project today. The company has successfully completed the development of their three-nanometer (nm) bitcoin mining chip and is now in the final stages of producing the design with a leading global semiconductor foundry. This achievement marks a…
RapidEye Motorcar Parts of America, Inc. (NASDAQ:MPAA) primarily manufactures and remanufactures aftermarket automotive parts, and sells diagnostic equipment for alternators and starters with applications in ICE and electric vehicles. In the aftermarket car parts segment, Motorcar Parts of America’s (“MPA”) largest product types are rotating electrical parts, which include alternators and starters, brake related products,…
Introduction One of Bitcoin’s undeniable and frequently touted strengths is its decentralization. It’s often claimed that the Bitcoin network offers levels of decentralization, accessibility, and distribution unmatched by any other cryptocurrency. But just how decentralized is Bitcoin in reality? And how do we go about measuring its decentralization? Before delving into these questions, it’s crucial…
pepifoto Investment Thesis The O’Shares U.S. Quality Dividend ETF (BATS:OUSA) is one of the highest-quality ETFs on the market. This monthly payer yields 1.77% and has matched the returns of more popular funds like the Vanguard Dividend Appreciation ETF (VIG) and the iShares Core Dividend Growth ETF (DGRO) in recent years. While this feature makes…
Medpace Holdings, Inc. (NASDAQ:MEDP) Q1 2024 Earnings Call Transcript April 23, 2024 9:00 AM ET Company Participants Lauren Morris – Director of IRJesse Geiger – PresidentKevin Brady – CFOAugust Troendle – CEO Conference Call Participants Max Smock – William BlairEric Coldwell – BairdJack Wallace – Guggenheim PartnersDan Leonard – UBSJustin Bowers – Deutsche BankDavid Windley…
tobiasjo Reinvestment Risk Reinvestment risk is the risk that when your term preferred stocks or your bonds mature that you will not be able to reinvest that money at similar or better yields because interest rates have fallen. This will result in the decline of your future income. At our service, we offer a recommended…
Novartis AG (NYSE:NVS) Q1 2024 Earnings Conference Call April 23, 2024 8:00 AM ET Company Participants Sloan Simpson – Head of Investor RelationsVas Narasimhan – Chief Executive OfficerHarry Kirsch – Chief Financial Officer Conference Call Participants Matthew Weston – UBSSteve Scala – TD CowenGraham Parry – Bank of AmericaEmily Field – BarclaysSimon Baker – Redburn…
The world is becoming an increasingly unstable place politically and economically speaking. Many people all over the world are currently living somewhere presenting serious risks to their livelihood and well being, everything from totalitarian and persecutory governments to the general state of the economy deteriorating so badly that their ability to sustain themselves is in…
Jeremy Poland Amplify Energy Corp. (NYSE:AMPY) is focusing on Beta development in 2024, putting around 76% of its 2024 capex budget towards various Beta projects. This investment reduces its 2024 free cash flow, although due to improved oil prices, Amplify is now projected to generate approximately $43 million in free cash flow in 2024. This…
LKQ Corporation (NASDAQ:LKQ) Q1 2024 Results Conference Call April 23, 2024 8:00 AM ET Company Participants Joe Boutross – Vice President of Investor RelationsNick Zarcone – President and Chief Executive OfficerJustin Jude – Executive Vice President and Chief Operating OfficerRick Galloway – Senior Vice President and Chief Financial Officer Conference Call Participants Craig Kennison –…
PonyWang The DoubleLine Income Solutions Fund (NYSE:DSL) is a closed-end fund that income-focused investors can purchase in an effort to earn a respectable level of cash flow from their assets. This is something that retirees might appreciate, as the persistently high level of inflation that has been dominating the American economy over the past few…
My buddy Harry Sudock has a wager with Danny Knowles of What Bitcoin Did fame about the prospect of a 50 BTC block reward in this new epoch. Putting aside a couple of fat fingers, the last time this happened was over 4000 days ago. Late last Friday night, his bet almost hit on the…
Rob Daly/OJO Images via Getty Images The Madison Investors Fund (Class Y) increased 9.63% in the first quarter of 2024, compared to the 10.56% increase in the S&P 500 index. Portfolio Performance In the first quarter, the top five individual contributors to performance relative to the benchmark were PACCAR (PCAR), Arch Capital (ACGL), Progressive (PGR),…
RichHobson Stocks bounced yesterday after a three-week decline in anticipation of earnings reports from more than one-third of the companies in the S&P 500 this week. The highest hopes are for the largest technology companies benefitting from the boom in artificial intelligence, but I am more interested in profits beyond the Magnificent 7, which are…
Daddy1971/iStock via Getty Images We believe that most investors are wrong in judging Fair Isaac Corporation (NYSE:FICO) stock as expensive based on current multiples. The pricing power and unique positioning in the market as a natural monopoly make the company still cheap relative to its prospects. We expect topline growth to continue supported by strong…
BlackRock’s Bitcoin ETF, IBIT, is now one of the top 10 ETFs of all-time, at least when it comes to maintaining its streak of daily investment inflows. As of Tuesday, April 23, IBIT has seen 70 days of inflows, meaning that the fund has seen a positive increase in its total holdings of the underlying asset,…
canakat JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) are two popular, high-yield monthly pay, diversified ETFs that have become very popular with income investors, as evidenced by their rapidly rising assets under management since launching just a few years ago: Data by YCharts In this article, we will…
Jessie Casson/DigitalVision via Getty Images Some air has started to come out of the home building stocks here in April, after a big move up off the market’s recent lows in late October 2023. The SPDR S&P Homebuilders ETF (NYSEARCA:XHB) is down some 10% for the month to date. Which way will the sector go…
DNY59 The SPDR S&P 500 ETF (NYSEARCA:SPY) has been on a tear lately, generating very impressive returns over the past year on the back of a strong bull market in artificial intelligence stocks, particularly in one of its top constituents NVIDIA (NVDA) thanks to its impressive results. Data by YCharts That being said, the forward…
RichVintage Introduction Joining the U.S. Navy two months out of high school, I knew I wanted something more out of life. After joining the military, I quickly realized that there were a lot of military service members who didn’t invest, at least stock in the market. And definitely not for dividends. I would hear some…
Anthony Bradshaw This article focuses on portfolio management in an era of less structural disinflation, and more broadly how a portfolio can be improved relative to the basic 60/40 portfolio. The 60/40 Portfolio The benchmark portfolio concept that many investors use is the 60/40 portfolio, which refers to 60% stocks (SPY) and 40% bonds (BND)….
Monty Rakusen/DigitalVision via Getty Images Since I wrote about China’s automotive services provider SunCar Technology (NASDAQ:SDA) last November, its price is up by over 16%. Even at that time, a 20-25% upside was evident for the stock in the short term, after it significantly overcorrected when a follow-on offering took place at a price lower…
ElsvanderGun Investment Thesis One of the goals of active investing for any value investor is to find great companies that will outperform the market over time. Taking a note out of Peter Lynch’s approach: to pay attention to popular trends in your everyday life, The Cheesecake Factory (NASDAQ:CAKE) is a popular restaurant chain that is…
ClaudioVentrella/iStock via Getty Images VanEck Pharmaceutical ETF (NASDAQ:PPH) is a popular way for investors to own some of the leading pharmaceutical companies and get diversification and liquidity at the same time. This ETF has about $488 million in assets, and it has an expense ratio of 0.36%. There are a number of positives I see…