PM Images By SchiffGold Money Supply is a very important indicator. It helps show how tight or loose current monetary conditions are, regardless of what the Fed is doing with interest rates. Even if the Fed is tight, if Money Supply is increasing, it has an inflationary effect. One key metric shown below is the…
Fibra UNO (OTCPK:FBASF) Q1 2024 Earnings Conference Call April 25, 2024 2:00 PM ET Company Participants André Arazi – Chief Executive OfficerJorge Solórzano – Chief Financial Officer Conference Call Participants Rodolfo Ramos – Bradesco BBIPablo Monsivais – BarclaysFrancisco Chávez Martínez – BBVA GroupAndre Mazini – Citi Operator Ladies and gentlemen, thank you for standing by….
J Sainsbury plc. (OTCQX:JSNSF) Q1 2024 Earnings Conference Call April 25, 2024 4:30 AM ET Company Participants Simon Roberts – Chief Executive OfficerBlathnaid Bergin – Chief Financial Officer Conference Call Participants Izabel Dobreva – Morgan StanleyFreddie Wild – JefferiesClive Black – Shore CapitalSreedhar Mahamkali – UBSJames Anstead – BarclaysAnna Schumacher – BNP Paribas Operator Simon…
PM Images Overview The rise of interest rates has left many investors scrambling to find the best deals in the market. Unfortunately, many people in the world are on the wrong side of the cash register; they provide the dividends, interest, and debt for the major corporations in the world and dish out most of…
Eagle Bancorp, Inc. (NASDAQ:EGBN) Q1 2024 Earnings Conference Call April 25, 2024 10:00 AM ET Company Participants Eric Newell – Chief Financial OfficerSusan Riel – President and Chief Executive OfficerJan Williams – Chief Credit Officer Conference Call Participants Casey Whitman – Piper SandlerCatherine Mealor – KBWChristopher Marinac – Janney Montgomery Scott Operator Good day and…
Anne Czichos Timing is everything in markets. When we last covered International Business Machines Corporation (NYSE:IBM) we looked at the results and the valuation and felt that this was almost there at the right level for investors to exit and not look back. Specifically, we said: The only time when it was more expensive was…
VIKTOR FEDORENKO/iStock via Getty Images Synopsis James Hardie Industries (NYSE:JHX) specializes in the production and sale of fiber cement and fiber gypsum building solutions. JHX’s last three years financial results have shown consistent net sales growth. In addition, it was able to maintain its margins throughout the same period by focusing on selling higher-margin products…
Rogers Corporation (NYSE:ROG) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Steve Haymore – Director, Investor RelationsColin Gouveia – President and Chief Executive OfficerRam Mayampurath – Senior Vice President and Chief Financial OfficerGriffin Gappert – Vice President and Chief Technology Officer Conference Call Participants Craig Ellis – B. Riley SecuritiesDavid…
Stericycle, Inc. (NASDAQ:SRCL) Q1 2024 Earnings Conference Call April 25, 2024 9:00 AM ET Company Participants Andrew Ellis – Senior Vice President of FinanceCindy Miller – President and Chief Executive OfficerCory White – Executive Vice President and Chief Commercial OfficerJanet Zelenka – Executive Vice President, Chief Financial Officer and Chief Information Officer Conference Call Participants…
Associated Banc-Corp (NYSE:ASB) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Andrew Harmening – President and Chief Executive OfficerDerek Meyer – Chief Financial OfficerPatrick Ahern – Chief Credit Officer and Chicago Market President Conference Call Participants Daniel Tamayo – Raymond James & Associates, Inc.Jon Arfstrom – RBC Capital MarketsTerry McEvoy…
Edwards Lifesciences Corporation (NYSE:EW) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Mark Wilterding – SVP & IRBernard Zovighian – CEOScott Ullem – CFODaveen Chopra – Global Leader of TMTTLarry Wood – Group President of TAVR and Surgical Structural HeartKatie Szyman – Global Leader of Critical Care Conference Call Participants…
ATN International, Inc. (NASDAQ:ATNI) Q1 2024 Results Conference Call April 25, 2024 10:00 AM ET Company Participants Michele Satrowsky – Corporate Treasurer and Head of InvestorsBrad Martin – Chief Executive OfficerCarlos Doglioli – Chief Financial Officer Conference Call Participants Richard Prentiss – Raymond JamesGreg Burns – SidotiHamed Khorsand – BWS FinancialRobert Beauregard – Global Alpha…
honglouwawa The S&P 500 may have rebounded since this time last week, but sentiment has continued its slide. This week’s AAII Sentiment Survey saw only 32.1% of respondents report as bullish, the lowest percentage since 11/2/23. In total, bullish sentiment has declined 17.9 percentage points since just four weeks ago, when it hit 50%. That…
AppFolio, Inc. (NASDAQ:APPF) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Lori Barker – Investor RelationsShane Trigg – President & Chief Executive OfficerFay Sien Goon – Chief Financial Officer Conference Call Participants Operator Good afternoon. Thank you for standing by and welcome to the AppFolio’s First Quarter 2024 Financial Results…
Fair Isaac Corporation (NYSE:FICO) Q2 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Dave Singleton – Vice President, Investor RelationsWill Lansing – Chief Executive OfficerSteve Weber – Chief Financial Officer Conference Call Participants Manav Patnaik – BarclaysFaiza Alwy – Deutsche BankSurinder Thind – JefferiesKyle Peterson – NeedhamAshish Sabadra – RBCJeff Meuler…
hapabapa Rubrik (NYSE:RBRK) is the first major software IPO of the year and came public to great success, with the stock trading 15% higher at the close. I analyze the financial results and discuss the confusing difference between revenue and ARR growth. The company is not yet profitable, but I expect solid margins over the…
Empire State Realty Trust, Inc. (NYSE:ESRT) Q1 2024 Earnings Conference Call April 25, 2024 12:00 PM ET Company Participants Heather Houston – Senior Vice President, Chief Counsel, Corporate & SecretaryTony Malkin – Chairman & Chief Executive OfficerTom Durels – Executive Vice President, Real EstateSteve Horn – Executive Vice President, Chief Financial Officer & Chief Accounting…
Southside Bancshares, Inc. (NASDAQ:SBSI) Q1 2024 Earnings Conference Call April 25, 2024 12:00 PM ET Company Participants Lindsey Bailes – VP of IRLee Gibson – President and CEOJulie Shamburger – CFO Conference Call Participants Brett Rabatin – Hovde GroupMatt Olney – StephensWoody Lay – KBW Operator Good day, and thank you for standing by. Welcome…
First Foundation Inc. (NYSE:FFWM) Q1 2024 Earnings Conference Call April 25, 2024 11:00 AM ET Company Participants Scott Kavanaugh – President & Chief Executive OfficerJamie Britton – Chief Financial OfficerChris Naghibi – Chief Operating Officer Conference Call Participants David Feaster – Raymond JamesGary Tenner – D.A. DavidsonAndrew Terrell – Stephens Operator Greetings and welcome to…
CBIZ, Inc. (NYSE:CBZ) Q1 2024 Earnings Conference Call April 25, 2024 11:00 AM ET Company Participants Lori Novickis – Director of Corporate RelationsJerry Grisko – President & Chief Executive OfficerWare Grove – Chief Financial Officer Conference Call Participants Chris Moore – CJS SecuritiesAndrew Nicholas – William BlairMarc Riddick – Sidoti Operator Good day and welcome…
The FBI has issued a public service announcement today, warning Americans against using unregistered and non-Know Your Customer (KYC) cryptocurrency money transmitting services. JUST IN: 🇺🇸 FBI warns Americans against using non-KYC #Bitcoin and crypto money transmitting services. pic.twitter.com/BkSuG6MiCE — Bitcoin Magazine (@BitcoinMagazine) April 25, 2024 This announcement, identified as Alert Number I-042524-PSA, urged Americans…
FLYHT Aerospace Solutions Ltd. (OTC:FLYLF) Q4 2023 Results Conference Call April 25, 2024 9:30 AM ET Company Participants Matt Chesler – Investor RelationsKent Jacobs – President and Interim CEOAlana Forbes – Chief Financial Officer Conference Call Participants Bruce Krugel – KRC InsightsDick Ryan – Oak Ridge FinancialKris Tuttle – Blue CaterpillarSam McColgan – Breakout Investors…
Choice Properties Real Estate Investment Trust (OTC:PPRQF) Q1 2024 Earnings Call Transcript April 25, 2024 9:00 AM ET Company Participants Erin Johnston – Senior Vice President-FinanceRael Diamond – President and Chief Executive OfficerNiall Collins – Chief Operating OfficerMario Barrafato – Chief Financial Officer Conference Call Participants Mark Rothschild – CanaccordMike Markidis – BMO Capital MarketsLorne…
ConnectOne Bancorp, Inc. (NASDAQ:CNOB) Q1 2024 Earnings Conference Call April 25, 2024 10:00 AM ET Company Participants Siya Vansia – Chief Brand and Innovation OfficerFrank Sorrentino – Chairman and CEOWilliam Burns – SEVP and CFO Conference Call Participants Daniel Tamayo – Raymond JamesFrank Schiraldi – Piper SandlerTim Switzer – KBWMatthew Breese – Stephens Operator Thank…
Tri Pointe Homes, Inc. (NYSE:TPH) Q1 2024 Earnings Conference Call April 25, 2024 10:00 AM ET Company Participants David Lee – General Counsel and SecretaryDoug Bauer – Chief Executive OfficerGlenn Keeler – Chief Financial Officer and Chief Accounting OfficerLinda Mamet – Chief Marketing OfficerTom Mitchell – President and Chief Operating Officer Conference Call Participants Stephen…
Laurence Dutton Introduction The Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI) is a 7-year-old ETF, with $765m in AUM that offers efficient access (an expense ratio of just 0.09%) to around 25 developed market equities sourced from markets beyond North America. Over the past year, DIVI has provided steady returns of 9%, but that…
New 13F filings with the SEC reveal that a major pension consultant, Global Retirement Partners (GRP), is buying into US spot Bitcoin ETFs. Bitcoin investors have been eagerly awaiting these SEC filings to gauge the level of institutional interest in Bitcoin ETFs, which launched in the first quarter of 2024. JUST IN: 🇺🇸 Retirement consulting firm GRP…
PM Images The first quarter has come to a close! We are pumped up to share our March dividend income summary. My wife and I earned almost $5,000 in passive income this month. In this article, we will break down the dividend income received, the individual breakdown, and share how much of the income came…
Beck & Bulow, a nationally acclaimed meat and seafood company based in Santa Fe, New Mexico, has announced its decision to accept Bitcoin as payment online and in-store, as well as include it in their employee 401k program. The company has also committed to holding Bitcoin and revenue generated in Bitcoin in its reserves indefinitely….
Altria Group, Inc. (NYSE:MO) Q1 2024 Earnings Conference Call April 25, 2024 9:00 AM ET Company Participants Mac Livingston – Vice President, Investor RelationsBilly Gifford – Chief Executive OfficerSal Mancuso – Executive Vice President and Chief Financial Officer Conference Call Participants Pamela Kaufman – Morgan StanleyBonnie Herzog – Goldman SachsFaham Baig – UBSMatt Smith –…
Yesterday, the US Department of Justice (DOJ) charged Keonne Rodriguez and William Lonergan Hill, co-founders of Samourai Wallet, a privacy-focused bitcoin wallet that also serves as a mixer, with money laundering and operating an unlicensed money transmitting business. Many, including activists and human rights defenders, spoke out about the significance of this legal action soon…
Telia Company AB (publ) (OTCPK:TLSNF) Q1 2024 Earnings Conference Call April 25, 2024 3:30 AM ET Company Participants Erik Strandin Pers – Head-Investor RelationsPatrik Hofbauer – Chief Executive OfficerEric Hageman – Chief Financial Officer Conference Call Participants Ondrej Cabejsek – UBSAndrew Lee – Goldman SachsMaurice Patrick – BarclaysAndreas Joelsson – CarnegieStefan Gauffin – DNBJakob Bluestone…
Today, Bitcoin mining pool ViaBTC auctioned off its “epic sat” for a sum of 33.3 BTC, equivalent to over $2.1 million. The auction, conducted on the CoinEx exchange platform, witnessed fervent bidding as collectors and enthusiasts competed for this satoshi. JUST IN: The first satoshi of #Bitcoin's fourth halving block just auctioned off for 33.3…
Independence Realty Trust, Inc. (NYSE:IRT) Q1 2024 Results Conference Call April 25, 2024 9:00 AM ET Company Participants Lauren Torres – Edelman Smithfield Scott Schaeffer – CEOJim Sebra – CFOMike Daley – EVP, Operations and PeopleJanice Richards – SVP, Operations Conference Call Participants Austin Wurschmidt – KeyBanc Capital MarketsNick Joseph – CitiAnthony Powell – BarclaysJohn…
An announcement was put out today by the Justice Department that Keonne Rodriguez and William Hill had been arrested and charged with operating Samourai Wallet, “an unlicensed money transmitting business” that executed “unlawful transactions.” Fuck the Justice department, full stop. At no point did Samourai custody user funds, have control over user funds, and ESPECIALLY…
NeilLockhart The Q1 Earnings Season for the VanEck Gold Miners ETF (GDX) has finally begun, and one of the first companies to report its results was Newmont Corporation (NYSE:NEM). Overall, the company had a decent start to the year with a significant increase in operating cash flow and adjusted earnings of $0.55 (Q1 2023: $0.40)….
Daniel Grizelj Thesis The iShares MSCI EAFE ETF (NYSEARCA:EFA) is an equity exchange-traded fund. The fund represents the main offering for EMEA equities aggregators (Europe, Middle East, and Africa), at a $52 billion AUM. The vehicle seeks to track the investment results of the MSCI EAFE Index, and provides retail investors with overseas equity exposure…
Textron Inc. (NYSE:TXT) Q1 2024 Earnings Conference Call April 25, 2024 8:00 AM ET Company Participants David Rosenberg – Vice President, Investor RelationsScott Donnelly – Chairman, President and Chief Executive OfficerFrank Connor – Executive Vice President and Chief Financial Officer Conference Call Participants David Strauss – BarclaysRobert Stallard – Vertical ResearchSheila Kahyaoglu – JefferiesMyles Walton…
MARHARYTA MARKO Since our last coverage, both AT&T Inc. (NYSE:T) and Verizon Communications Inc. (VZ) stocks have continued to demonstrate close correlation to movements in long-end Treasury yield, as expected. Specifically, both stocks have maintained a consistent yield differential of about three points on a relative basis to U.S. 10-year Treasury yield (US10Y) at current…
This article was written by Follow Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages…
Swedbank AB (publ) (OTCPK:SWDBF) Q1 2024 Earnings Conference Call April 25, 2024 3:00 AM ET Company Participants Annie Ho – Investor RelationsJens Henriksson – President and CEOAnders Karlsson – CFORolf Marquardt – Chief Risk Officer Conference Call Participants Magnus Andersson – ABGRickard Strand – NordeaGulnara Saitkulova – Morgan StanleyAndreas Hakansson – SEBMarkus Sandgren – Kepler…
STMicroelectronics N.V. (NYSE:STM) Q1 2024 Earnings Conference Call April 25, 2024 3:30 AM ET Company Participants Celine Berthier – Group VP, IRJean-Marc Chery – President & CEOLorenzo Grandi – CFO, President of Finance, Purchasing, ERM & Resilience Conference Call Participants Joshua Buchalter – TD CowenStephane Houri – ODDOFrancois Bouvignies – UBSDidier Scemama – Bank of…
Jacek_Sopotnicki Investment Thesis After falling 65% since April 2022, Warner Bros. Discovery’s (NASDAQ:WBD) valuation is at an all-time low. A forward FCF yield of ~25% and the huge potential of its streaming service Max provide us with a compelling entry point. Short introduction In April 2022 Discovery merged with WarnerMedia to create a new media…
Monty Rakusen/DigitalVision via Getty Images Summary Following my coverage of Xerox Holdings (NASDAQ:XRX) in January 2023, in which I recommended a sell rating as the business is still being challenged fundamentally and facing strong growth headwinds, this post is to provide an update on my thoughts on the business and stock. I reiterate my sell…
Morgan Stanley, one of the world’s largest investment banks with over $1.4 trillion in assets under management (AUM), is reportedly considering allowing its brokers to directly recommend Bitcoin exchange-traded funds (ETFs) to its customers. JUST IN: Morgan Stanley may allow its 15,000 brokers to recommend #Bitcoin ETFs to their clients: Reports Gradually, then suddenly 🙌…
J Studios Listen below or on the go on Apple Podcasts and Spotify Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32) This is an abridged transcript…
Jacobs Stock Photography Ltd Antero Resources (NYSE:AR) was one of the few Marcellus producers to be able to transport its production to stronger markets. This has long led the company to get some of the best prices for its production. As a result of this industry-leading strategy, management is increasing its guidance on some premiums…
Justin Paget Enphase Energy (NASDAQ:ENPH) recently published its first quarter 2024 results which disappointed the market. That said, I do see the light at the end of the tunnel with demand visibility improving and the inventory destocking approaching the end. In the US, while the company continues to under-ship in the region and the region…
Serica Energy plc (OTCPK:SQZZF) Q4 2023 Earnings Conference Call April 24, 2024 9:00 AM ET Company Participants David Latin – Chairman and Interim Chief Executive OfficerMartin Copeland – Chief Financial Officer Operator Good afternoon, ladies and gentlemen and welcome to the Serica Energy Plc Investor Presentation. [Operator Instructions] Before we begin, I would just like…
deepblue4you An ongoing debate in the world of real estate is whether to invest in public or private real estate. We have written on this topic before, but it is time for an updated thesis because of the sharp contrast in opportunity between the modes of investment. Specifically, one is about 20% cheaper than the…