Atos SE (OTCPK:AEXAF) Q1 2024 Earnings Conference Call April 25, 2024 2:00 AM ET Corporate Participants Paul Saleh – Chief Executive OfficerCarlo d’Asaro Biondo – Group Chief Operating OfficerJacques-François de Prest – Group Chief Financial Officer Conference Call Participants Nicolas David – ODDO BHFDerric Marcon – Bernstein Paul Saleh Greetings, everyone. Before we get started,…
Chris Stein Introduction Whitecap Resources (TSX:WCP:CA)(OTCPK:SPGYF) just released its 1Q2024 results. As expected, the results were excellent, plus the management raised the production guidance without increasing the Capex, which was great news for investors. In this article, I am going to touch on the quarterly earnings briefly. I am then going to build a future…
Tomas Ragina/iStock via Getty Images The historical industrial success of the United Kingdom was from coal and the economic success of the United States in the past century was from oil. Turning to the 21st century and beyond, it is not exaggerated to say that China’s economy and global power will benefit from clean energy…
MicroStockHub Investment Case for Pembina Pipelines Series 5 PPL.PR.E fixed dividend preferred shares I expect a strong upside for the Pembina Pipelines Series 5 (TSX:PPL.PR.E:CA) (OTCPK:PPLAF) preferred shares over the next six to twelve months. The five-year fixed dividend for these shares will be recalculated on May 2, 2023, 30 days before June 1, 2024,…
Casella Waste Systems, Inc (NASDAQ:CWST) Q1 2024 Earnings Conference Call April 26, 2024 10:30 AM ET Company Participants Charlie Wohlhuter – Director, IRJohn Casella – Chairman and CEOBrad Helgeson – CFONed Coletta – President Conference Call Participants Michael Hoffman – StifelStephanie Moore – JefferiesAdam Bubes – Goldman SachsMichael Feniger – Bank of AmericaTony Bancroft –…
Anthony Bradshaw Gold prices are surging to record levels amid a complex global economic backdrop, including potential U.S. Federal Reserve rate cuts and ongoing geopolitical risks. With its low correlation to equities and ability to help mitigate recessionary and inflationary pressures, gold’s attractiveness is underscored by robust demand from emerging market central banks – allowing…
Sundry Photography Market volatility is back in full force as investors question the possible pace of Fed rate decreases. At this time, richly valued tech stocks are being pummeled more than the rest of the market, and companies with slowing fundamentals are top candidates to be culled from our portfolios. Consider especially Palo Alto Networks…
Carter’s, Inc. (NYSE:CRI) Q1 2024 Earnings Conference Call April 26, 2024 8:30 AM ET Company Participants Michael Casey – Chairman, Chief Executive Officer & PresidentRichard Westenberger – Senior Executive Vice President, Chief Financial Officer & Chief Operating OfficerKendra Krugman – Senior Executive Vice President, Chief Creative & Growth OfficerSean McHugh – Vice President & Treasurer…
Hitachi, Ltd. (OTCPK:HTHIY) Q4 2023 Earnings Conference Call April 26, 2024 3:00 AM ET Company Participants Tomomi Kato – Senior Vice President and Executive Officer, CFOKeiji Kojima – President & CEO Conference Call Participants Yoshi Ogasawara – NHKRyo Harada – Goldman Sachs, JapanTsuyoshi Inajima – BloombergMikio Hirakawa – BofA Securities, JapanKota Ezawa – Citigroup Global…
Start Time: 03:00 January 1, 0000 3:56 AM ET AB Electrolux (publ) (OTCPK:ELUXY)Q1 2024 Earnings Conference CallApril 26, 2024, 03:00 AM ET Company Participants Jonas Samuelson – President and CEOTherese Friberg – CFO, Head of Finance, Legal and ITOscar Stjerngren – IR Conference Call Participants Johan Eliason – Kepler CheuvreuxDavid Macgregor – Longbow ResearchBjörn Enarson…
Barnes Group Inc. (NYSE:B) Q1 2024 Earnings Conference Call April 26, 2024 8:30 AM ET Company Participants William Pitts – VP, IRJulie K. Streich – SVP, Finance and CFOThomas J. Hook – President and CEO Conference Call Participants Matt Summerville – D.A. DavidsonChristopher Glynn – OppenheimerSam Struhsaker – Truist SecuritiesGreg Dahlberg – Wolfe Research Operator…
Jerónimo Martins, SGPS, S.A. (OTCPK:JRONY) Q1 2024 Earnings Conference Call April 26, 2024 4:30 AM ET Company Participants Ana Luisa Virginia – CFOPedro Soares Santos – Chairman and CEO Conference Call Participants João Pinto – JB CapitalNicolas Champ – BarclaysJosé Rito – CaixaBank BPIAndrew Gwynn – BNP Paribas ExaneIzabel Dobreva – Morgan StanleyMichal Potyra –…
Ralf Hahn It was only after posting last week’s S&P 500 earnings update that it was realized that the data metrics usually posted each week were left off last week’s blog post. Here’s last week’s S&P 500 data: The forward 4-quarter estimate was $252.21, up $0.40 from the prior week’s $251.81. The P/E ratio on…
Bel Fuse Inc. (NASDAQ:BELFB) Q1 2024 Earnings Conference Call April 26, 2024 8:30 AM ET Company Participants Jean Marie Young – Managing Director, Three Part AdvisorsDaniel Bernstein – President and Chief Executive OfficerLynn Hutkin – Vice President of Financial Reporting and Investor RelationsFarouq Tuweiq – Chief Financial Officer Conference Call Participants Theodore O’Neill – Litchfield…
TFI International Inc. (NYSE:TFII) Q1 2024 Earnings Conference Call April 26, 2024 8:30 AM ET Company Participants Alain Bédard – Chairman, President & Chief Executive Officer Conference Call Participants Brian Ossenbeck – JPMorganJordan Alliger – Goldman SachsRavi Shanker – Morgan StanleyTom Wadewitz – UBSKevin Chiang – CIBCWalter Spracklin – RBC Capital MarketsKonark Gupta – Scotia…
Minerals Technologies Inc. (NYSE:MTX) Q1 2024 Earnings Conference Call April 26, 2024 11:00 AM ET Company Participants Lydia Kopylova – Head, Investor RelationsDoug Dietrich – Chairman and Chief Executive OfficerErik Aldag – Chief Financial OfficerD.J. Monagle – President, Consumer & SpecialtiesBrett Argirakis – President, Engineered Solutions Conference Call Participants Daniel Moore – CJS SecuritiesMike Harrison…
GrafTech International Ltd. Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Mike Dillon – VP, IR and Corporate CommunicationsCatherine Delgado – Interim CFOTim Flanagan – CEO and PresidentJeremy Halford – COO Conference Call Participants Curt Woodworth – UBSBill Peterson – JPMorganArun Viswanathan – RBC Capital MarketsAlex Hacking – CitiMatthew Vittorioso…
Shinhan Financial Group Co., Ltd. (NYSE:SHG) Q1 2024 Earnings Conference Call April 26, 2024 1:00 AM ET Company Participants Sang-Hyuk Jung – Chief Executive Officer Conference Call Participants Park Hye-jin – Daishin SecuritiesJung Jun-Sup – NH SecuritiesSeol Yong Jin – SK SecuritiesDoosan Baek – Korea Investment SecuritiesSinyoung Park – Goldman SachsShim Jongmin – CLS Securities…
iridi/iStock via Getty Images Foreword All but two equities and all the funds listed in this March monthly pay batch live up to the ideal of paying annual dividends from a $1K investment, exceeding their single share price. Here, in the MoPay collection, lie affordable (yet volatile and risky) bargains. The dogcatcher rule of thumb…
KGHM Polska Miedz S.A. (OTCPK:KGHPF) Q4 2023 Results Conference Call April 25, 2024 6:00 AM ET Company Participants Janusz Krystosiak – Head, Investor Relations DepartmentAndrzej Szydlo – PresidentZbigniew Bryja – Vice President, DevelopmentPiotr Krzyzewski – Vice President, FinanceMiroslaw Laskowski – Vice President, ProductionPiotr Stryczek – Vice President, Corporate Matters Conference Call Participants Pawel Puchalski –…
Phillips 66 (NYSE:PSX) Q1 2024 Earnings Conference Call April 26, 2024 12:00 PM ET Company Participants Jeff Dietert – Vice President, Investor RelationsMark Lashier – President and Chief Executive OfficerKevin Mitchell – Chief Financial OfficerRich Harbison – RefiningTim Roberts – Midstream and ChemicalsBrian Mandell – Marketing and Commercial Conference Call Participants Neil Mehta – Goldman…
NOV Inc. (NYSE:NOV) Q1 2024 Earnings Conference Call April 26, 2024 11:00 AM ET Company Participants Amie D’Ambrosio – Director, IRClay Williams – Chairman, President and CEOJose Bayardo – SVP and CFO Conference Call Participants Jim Rollyson – Raymond JamesStephen Gengaro – StifelJames West – Evercore ISITom Curran – Seaport Research PartnersScott Gruber – CitigroupKurt…
Mohawk Industries, Inc. (NYSE:MHK) Q1 2024 Earnings Conference Call April 26, 2024 11:00 AM ET Company Participants James Brunk – Chief Financial OfficerJeff Lorberbaum – Chairman and Chief Executive OfficerChris Wellborn – President and Chief Operating Officer Conference Call Participants Matthew Bouley – BarclaysTim Wojs – BairdSusan Maklari – Goldman SachsJohn Lovallo – UBSCollin Verron…
shulz The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 24, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three, adding a…
The always-relevant Marty Bent had Spiral developer Matt Corallo on his podcast this week to address the freaks about urgent Bitcoin mining matters. To bring everyone up to speed, the concerns stem from recent sleuthing of the blockchain which revealed that some pools have been getting perhaps a little too cozy. How do we know…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
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. As technical director on the Concierge team at Unchained,…
Weyerhaeuser Company (NYSE:WY) Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Andy Taylor – VP, IRDevin Stockfish – President and CEODavid Wold – SVP and CFO Conference Call Participants George Staphos – Bank of AmericaSusan Maklari – Goldman SachsHamir Patel – CIBC Capital MarketsMark Weintraub – Seaport Research PartnersKetan Mamtora…
Justin Sullivan/Getty Images News ON Semiconductor Corporation (NASDAQ:ON), rebranded several years ago as OnSemi, may be an interesting stock for those investors looking for value in the semiconductor manufacturing space. The company primarily supplies chips to the auto and industrial industries, markets that are currently in a cyclical downturn that began in the latter half…
jroballo/iStock via Getty Images Navitas is a vital cog in the semiconductor industry Navitas Semiconductor Corporation (NASDAQ:NVTS) is a vital cog in semiconductor industry, making integrated circuits more power efficient. This is a research and development powerhouse with over 250 patents, working with 10 of the world’s top 10 mobile equipment manufacturers, and several other…
Bitcoin is one of the most robust distributed systems in the history of mankind. For fifteen years it has ticked along block by block with only two disruptions in its first few years that were very quickly handled by responsive developers the minute they manifested themselves. Aside from that, it has ticked along producing a…
Charter Communications, Inc. (NASDAQ:CHTR) Q1 2024 Earnings Call Transcript April 26, 2024 8:30 AM ET Company Participants Stefan Anninger – IRChris Winfrey – President and CEOJessica Fischer – CFO Conference Call Participants John Hodulik – UBSBenjamin Swinburne – Morgan StanleyJonathan Chaplin – New StreetCraig Moffett – MoffettNathansonBryan Kraft – Deutsche BankMichael Rollins – CitiVijay Jayant…
The European Parliament adopted a new AML law package which increases the reporting requirements of crypto asset service providers (CASPs) when sending and receiving ‘anonymous’ payments between self-hosted wallets and custodial service providers, in addition to limits on cash transactions and the establishment of a ‘central watchdog’ agency, which will develop regulatory technical standards. Under…
PM Images Altria Group (NYSE:MO) has been a battleground stock for years. The bears have been winning as shares have declined by -15.76% over the past five years. This has caused the dividend yield to gradually increase as MO has increased the dividend payment on an annual basis while its share price deteriorated. One of…
First High-School Education Group Co., Ltd. (OTCQB:FHSEY) Q4 2023 Results Conference Call April 25, 2024 8:00 AM ET Company Participants Tommy Zhou – CFO Operator Good day, ladies and gentlemen. Thank you for standing by and welcome to the First High-School Education Group Fiscal Year 2023 Unaudited Financial Results Earnings Conference Call. Currently all participants…
Roper Technologies, Inc. (NASDAQ:ROP) Q1 2024 Earnings Conference Call April 26, 2024 8:00 AM ET Company Participants Zack Moxcey – Vice President, Investor RelationsNeil Hunn – President and Chief Executive OfficerJason Conley – Executive Vice President and Chief Financial Officer Conference Call Participants Julian Mitchell – BarclaysDeane Dray – RBC Capital MarketsJoe Vruwink – BairdScott…
shaunl/E+ via Getty Images I am updating my previous analysis on Shenandoah Telecommunications (NASDAQ:SHEN) in advance of Q1 2024 earnings, which will be released pre-market on Friday, May 3rd. I previously rated Shenandoah a sell for the following reasons: ROI on fiber was too low due to slow customer acquisition and management didn’t seem to…
Matteo Colombo/DigitalVision via Getty Images By Chris Turner Markets are on high alert Now that USD/JPY has glided through the 155 level, markets are now on high alert for Japanese FX intervention. Recall that 155 had been the level that many in the Japanese banking community had felt would elicit BoJ FX selling operations. That…
hyejin kang/iStock via Getty Images The Short Duration Income Fund’s Institutional Class returned +1.16% in the first quarter compared to a +0.45% return for the Bloomberg U.S. Aggregate 1-3 Year Index. For the one-year period ended March 31, 2024, the Fund’s Institutional Class returned +5.46% compared to a +3.56% return for the index. Given the…
We Are In Q1 2024, our consumers spent very vigorously on services at the fastest growth rate since 2021, adjusted for inflation, but not so vigorously on goods. And private fixed investment jumped at the fastest rate in two years. But dragging on GDP were the trade deficit, which worsened sharply on a majestic surge…
marketlan/iStock via Getty Images Written by Sam Kovacs Introduction Since suggesting buying Verizon (NYSE:VZ) in February, the stock has gone… nowhere. That is fine by me, I’m in no rush. Good things take time. Verizon just reported its earnings for the 1st quarter of 2024. Its results were mostly in-line, with EPS of $1.15 beating…
Metaplanet, a publicly-listed Japanese company providing hotel-related and other services, has announced the purchase of ¥1 billion (approximately $6.25 million) worth of Bitcoin. NEW: 🇯🇵 Japanese Public Company Metaplanet just bought $6.25 million worth of #Bitcoin Game theory has started playing out 🚀 pic.twitter.com/EJ19mcO9QF — Bitcoin Magazine (@BitcoinMagazine) April 26, 2024 The company, which is…
Rick_Jo/iStock via Getty Images Planet Labs (NYSE:PL) is a company that primarily offers high frequency geospatial data from their own constellations of satellites, available to customers through their online platform. One of many 2021 SPACs that since fell to earth, the stock has plummeted from an IPO price of $10. While too much hype dominated…
2d illustrations and photos/iStock via Getty Images It’s quite understandable for some investors to feel fatigued from a seemingly never-ending buzz about AI. Dotcom era-like obsession of media with everything related to “artificial intelligence” has already led to hyped expectations in the tech sector. This April, however, we clearly see a hangover, with many AI-related…
svetikd/E+ via Getty Images Investment Thesis Investors had long ago called Snap (NYSE:SNAP) as a dead company walking. And yet, its Q1 2024 results put substantial doubt into the bear thesis. And yet, this doubt cuts both ways. On the one hand, this company still has some growth left in the tank. But on the…
JamesBrey With interest rates at elevated levels and inflation remaining stubbornly high, income-focused investors are becoming increasingly selective, preferring stocks that offer a yield with a comfortable spread above the current risk-free rate. This compensates for the additional risk associated with investing in equities. Additionally, investors seek high-yield stocks whose payouts not only keep pace…
400tmax Alphabet’s (NASDAQ:GOOG) (NASDAQ:GOOGL) strong earnings sheet for the first fiscal quarter resulted in a 12% upsurge in Google’s share price after-hours and the technology company seems set for a new up-leg in the near future as well. Google reported much better than expected results due to a strong, continual recovery in the digital advertising…
Uwe Krejci/DigitalVision via Getty Images A Welcome Surprise After discussing GrafTech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in 2024, with the stock declining 39% in January. The selloff likely stems from indiscriminate selling by Brookfield Asset Management and shares distributed by BAM due to the fund ending. We were again left…
Carlisle Companies, Inc. (NYSE:CSL) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Mehul Patel – Vice President, Investor RelationsChristian Koch – Chair, President and Chief Executive OfficerKevin Zdimal – Vice President and Chief Financial Officer Conference Call Participants Tim Wojs – BairdSusan Maklari – Goldman SachsGarik Shmois – Loop CapitalBryan…
Adam Gault In this article, we take a quick look at the patterns of the current CEF sell-off and highlight a number of potential opportunities in the space. We see that the start of the most recent sell-off has roughly coincided with the start of April. Specifically, the S&P 500 hit a local high on…