Dilok Klaisataporn Chubb Limited (NYSE:CB) has had a phenomenal financial performance after my previous analysis, posting increasing margins and solid revenue growth beyond my previous analysis’ expectations. More recently in Q1, Warren Buffett seems to have noted the stock as a good buying opportunity, as a recent 13F filing shows Berkshire Hathaway’s (BRK.A) (BRK.B) newly…
Dontaye Carter, a Democratic party organiser in Fulton County, Georgia, has a blunt message for Joe Biden from the front lines of the most crucial political battleground in the American south. He sees troubling signs that Biden’s re-election campaign will struggle to turn out the young and racially diverse voters he needs to defeat Donald…
“Digital nomad” visas are increasingly being used by countries to attract remote corporate workers, according to tax experts, as governments seek to outbid each other in a global war for talent. More countries have introduced a form of digital nomad visa — allowing a person to live in a country and work remotely — since…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Benny Gantz has threatened to leave Israel’s emergency government if Prime Minister Benjamin Netanyahu did not commit to a new plan for the war with Hamas in Gaza and its aftermath. In a televised statement…
wolv/E+ via Getty Images Note: All amounts are in Canadian Dollars and all stock and option prices refer to the TSX side. While we have rated Keyera Corp. (TSX:TSX:KEY:CA) a buy in the past, our two most recent coverages have had us in the neutral camp. Seeking Alpha The review of the Q4 guidance back…
Avalon_Studio The monthly cycle of central bank meetings and high-frequency data slow in the week ahead, though the UK and Canada report on prices and demand (retail sales). The highlight of the week may be the preliminary May PMI estimates. We play down its significance in the US because its strength seems to be an…
imaginima Late last year, near the end of December, I conducted my first ever deep dive into Graham Corporation (NYSE:GHM), a company that’s focused on the production of mission critical fluid, power, and heat transfer, as well as vacuum technologies. In that article, I mentioned how impressed I was with the firm’s growth leading up…
Michael Vi I’ve been arguing that the Bitcoin ETF launches, like the iShares Bitcoin Trust (NASDAQ:IBIT), as well as the halving event (which recently happened) were a big deal for Bitcoin. That’s not immediately evident if we look at the price action post halving. Data by YCharts Previously, see Bitcoin ETF Approval What Does It…
LPETTET If you had to take away one figure from B. Riley Financial’s (NASDAQ:RILY) fiscal 2024 first-quarter earnings it would have to be its total cash and investments balance of $1.61 billion. The financial services firm is also set to fully redeem its 6.75% Senior Notes Due 5/31/2024 (NASDAQ:RILYO) at the end of May, reducing…
SolStock/iStock via Getty Images Introduction I’m seeing plenty of opportunities in the real estate sector, which has been really beaten down in the past 18 months. Some share price decreases were well deserved, while other REITs were just dragged down with the souring sentiment. The share price of Urban Logistics REIT (OTCPK:PCILF) also went down,…
The Oncology Institute, Inc. (NASDAQ:TOI) Q1 2024 Earnings Conference Call May 14, 2024 5:00 PM ET Company Participants Dan Virnich – Chief Executive OfficerMihir Shah – Chief Financial Officer Conference Call Participants Jack Slevin – Jefferies Operator Good afternoon and welcome to The Oncology Institute’s First Quarter 2024 Earnings Conference Call. Today’s call is being…
Image Source When it comes to investing, it’s imperative to keep in mind that not everything works out the way we would like it to. The best thing to do is to embrace that and move on. As an example, one company that I was bullish about in June of last year was Glacier Bancorp…
Alpha Services and Holdings S.A. (OTCPK:ALBKY) Q1 2024 Earnings Conference Call May 16, 2024 5:00 AM ET Company Participants Iason Kepaptsoglou – Head, Investor RelationsVassilios Psaltis – Chief Executive OfficerLazaros Papagaryfallou – Chief Financial Officer Conference Call Participants Nida Iqbal – Morgan StanleyEleni Ismailou – Axia VenturesGabor Kemeny – Autonomous ResearchMehmet Sevim – JPMorganOsman Memisoglu…
Brothers91/E+ via Getty Images TFI International (NYSE:TFII) is a leading transportation and logistics company and the stock is part of my long-term portfolio which was added last year. I think that it is rare to find a business such as this and have a chance to add it to the portfolio when there could still…
Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their dividends in the recent past. We also need to ensure that these stocks will likely grow their earnings at a fast pace in the next few years. Due to their hypergrowth, their price generally grows…
PM Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with over 700 companies on the list, the sheer amount of data can…
PyroGenesis Canada Inc. (OTCQX:PYRGF) Q1 2024 Earnings Conference Call May 15, 2024 10:00 AM ET Company Participants Steve McCormick – Vice President, Corporate AffairsPeter Pascali – President and Chief Executive OfficerAndre Mainella – Chief Financial Officer Conference Call Participants Operator Good day, and thank you for standing by. Welcome to the First Quarter 2024 Business…
georgeclerk/E+ via Getty Images Main Thesis & Background The purpose of this article is to evaluate the Nuveen Taxable Municipal Income Fund (NYSE:NBB) as an investment option at its current market price. This fund is run by Nuveen and its primary objective is “current income through investments in taxable municipal securities”. It has been a…
hapabapa Rivian Automotive Inc. (NASDAQ:RIVN) released its quarterly earnings on May 7, 2024 and reported a wider-than-anticipated loss for 1Q24 amid an underwhelming production ramp. The electric-vehicle maker lost $1.45 billion in 1Q24 amid high production expenses; however, Rivian Automotive did succeed in growing its sales which were up 82.1% YoY. Taking into account Rivian…
Colin Anderson Productions pty ltd/DigitalVision via Getty Images ConocoPhillips (NYSE:COP) is the largest independent oil and gas producer in North America. Unlike its major integrated peers, the company has no downstream processing capacity which exposes it to the whims of energy markets to a great degree. During periods of commodity price strength COP is expected…
Baloncici/iStock Editorial via Getty Images Earlier this year, I explained why I think that a deal between OMV AG (OTCPK:OMVJF, OTCPK:OMVKY) and the UAE’s Abu Dhabi National Oil Co. (“Adnoc”) has the potential to unlock significant value for shareholders of the former. Since then, negotiations have, unfortunately, been dragging on, so far without result. Nonetheless,…
carterdayne/iStock Unreleased via Getty Images Last month, Fast Retailing (OTCPK:FRCOY) published financial results for the six months to end-February 2024, the first half of FY2024. The group is sustaining the positive momentum, with recent trends — such as patently more robust growth in Western markets — solidifying. Financial update H1FY24 Revenue increased by 9% year-on-year…
hapabapa Summary Following my coverage on Zillow Group (NASDAQ:ZG) in Feb’24, which I recommended a buy rating as ZG continued to show very strong performance in all segments and, most importantly, was winning a lot of market share, this post is to provide an update on my thoughts on the business and stock. I still…
Hinterhaus Productions/DigitalVision via Getty Images Investment Thesis On Holding (NYSE:ONON) is a company dedicated to sports clothing and that in recent years has stood out for its running shoes, which have very high gross margins thanks to the high sales price that the company has managed to maintain. While its market share is currently extremely…
gopixa Following in the footsteps of my earlier article on VanEck’s Bitcoin Spot ETF (HODL) todays article dives into the rivaling Valkyrie Bitcoin ETF (NASDAQ:BRRR). Introduction Valkyrie Bitcoin Fund is one more of the many cutting-edge exchange-traded funds (ETFs) aimed at giving investors exposure to bitcoin. This ETF stands out in comparison to direct exposure…
Bird Construction Inc. (OTCPK:BIRDF) Q1 2024 Earnings Call Transcript May 15, 2024 10:00 AM ET Company Participants Teri McKibbon – President and CEOWayne Gingrich – CFO Conference Call Participants Ian Gillies – StifelFrederic Bastien – Raymond JamesMaxim Sytchev – National Bank Operator Welcome, ladies and gentlemen, to the Bird Construction First Quarter 2024 Results Conference…
GEE Group Inc. (NYSE:JOB) Q2 2024 Earnings Conference Call May 16, 2024 11:00 AM ET Company Participants Derek Dewan – Chairman & Chief Executive OfficerKim Thorpe – Senior Vice President & Chief Financial OfficerAlex Stuckey – Chief Operating Officer, Conference Call Participants Derek Dewan Hello, and welcome to the GEE Group Fiscal 2024 Second Quarter,…
Serg_Velusceac/iStock via Getty Images It’s been over six months since I published my latest article on A.O. Smith Corporation (NYSE:AOS), and in that article, I suggested that Treasuries were more attractive than the stock. Since then, shares have returned about 20.5%, pretty much matching the return of the S&P 500 over the same time period….
MSP Recovery, Inc. (NASDAQ:LIFW) Q1 2024 Earnings Call Transcript May 16, 2024 8:30 AM ET Company Participants Diana Diaz – Chief Communications OfficerJohn H. Ruiz – Founder and Chief Executive Officer Francisco Rivas-Vasquez – Chief Financial Officer Operator Good day and thank you for standing by. Welcome to the LifeWallet First Quarter 2024 Earnings Conference…
Thomas Barwick/DigitalVision via Getty Images GoPro, Inc. (NASDAQ:GPRO) develops and sells cameras, mountable and wearable accessories, and subscription services and software in the Americas and internationally. We have started writing about GPRO in June 2022 and expressed our bearish view on the firm. This view has been reiterated in August 2023. Both times poor financial…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. GameStop has announced plans to sell up to 45mn new shares, following a week in which its stock soared after the re-emergence of a popular day trader synonymous with “meme stock” investing. The video game…
JHVEPhoto Investment Thesis The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) ranks well in categories like assets under management, expenses, liquidity, and diversification. However, SCHA’s disappointing quality led to my “sell” rating in May 2023. In the year since, SCHA has delivered a total return of 20.02%, lagging behind higher quality peers like the Vanguard Small Cap…
AdrianHancu Introduction It’s time to talk about Caterpillar (NYSE:CAT), which is one of my most successful dividend (growth) investments. Excluding dividends, I’m currently up roughly 170% on my investment, which I initiated after the pandemic to add inflation protection to my portfolio. This performance has pushed the ten-year total return to more than 330%, almost…
Milan Markovic Investment Thesis I wrote on Lam Research (NASDAQ:LRCX) in early April, ahead of management reporting the third quarter of FY2024 earning results. The investment thesis I proposed then played out this quarter; I had noted, “I expect Lam to continue to outperform as the industry’s wafer fabrication equipment spend, or WFE increases, to…
Taiwan’s incoming president Lai Ching-te will start his first term on Monday under pressure to raise social spending and tackle deepening economic inequality while at the same time meeting US demands to shore up defences against an increasingly assertive China. Every Taiwanese leader since the start of free, direct presidential elections in 1996 has taken…
Dyadic International, Inc. (NASDAQ:DYAI) Q1 2024 Earnings Conference Call May 14, 2024 5:00 PM ET Company Participants Mark Emalfarb – President & CEOPing Rawson – CFOJoseph Hazelton – COO Conference Call Participants John Vandermosten – Zacks Operator Ladies and gentlemen, good evening, and welcome to Dyadic International’s Q1 2024 Conference Call. Currently, all participants are…
Bridgeline Digital, Inc. (NASDAQ:BLIN) Q2 2024 Results Conference Call May 14, 2024 4:30 PM ET Company Participants Tom Windhausen – CFOAri Kahn – President and CEO Operator Thank you for standing by, and welcome to Bridgeline Digital’s Second Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the…
SWK Holdings Corporation (NASDAQ:SWKH) Q1 2024 Results Conference Call May 16, 2024 10:00 AM ET Company Participants Jason Rando – Tiberend Strategic Advisors, Inc.Jody Staggs – President and Chief Executive Officer Conference Call Participants Mark Argentino – Lake Street Operator Good morning, everyone, and welcome to the SWK Holdings First Quarter 2024 Conference Call. At…
Sky Harbour Group Corporation (NYSE:SKYH) Q1 2024 Results Conference Call May 14, 2024 5:00 PM ET Company Participants Francisco Gonzalez – Chief Financial OfficerTal Keinan – CEO and ChairmanWill Whitesell – COO Operator Good afternoon. My name is John, and I will be your conference operator for today. At this time, I would like to…
Stay informed with free updates Simply sign up to the Automobiles myFT Digest — delivered directly to your inbox. Workers at a Mercedes-Benz plant in Alabama rejected joining the United Auto Workers union on Friday, a major setback in labour’s campaign to organise foreign-owned carmakers across the US south. The National Labor Relations Board said…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. A St Petersburg court has seized €463mn worth of assets belonging to Italy’s UniCredit, the European lender with the second-biggest exposure to Russia, according to court documents. The seizure marks one of the biggest such…
kyoshino I continue to believe that the cycle will turn to favor both mid-caps and small-caps, as well as dividend plays. Large-cap tech can only be the leader for so long, and mean reversion eventually will kick in. If you’re of the same mindset, then the ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL) is…
Marina Fedorova/iStock via Getty Images SNDL Inc. (NASDAQ:SNDL) and other cannabis stocks (CGC, GRWG, VFF) rallied on renewed news of federal cannabis rescheduling. The rally was short-lived because investors need to unpack the development and see what it implies. On the surface, it seems to be a reiteration of last week’s news of rescheduling. There…
MERLIN Properties SOCIMI, S.A. (OTCPK:MRPRF) Q1 2024 Earnings Conference Call May 17, 2024 9:00 AM ET Company Participants Ines Arellano – Investor RelationsIsmael Clemente – Chief Executive Officer Conference Call Participants Ignacio Domínguez – JB CapitalStephanie Dossmann – JefferiesFlorent Laroche – OddoBen Richford – BernsteinThomas Rothaeusler – Deutsche BankFernando Abril – AlantraMarc Mozzi – Bank…
Nexus Industrial REIT (OTC:EFRTF) Q1 2024 Earnings Conference Call May 15, 2024 10:00 AM ET Company Participants Kelly Hanczyk – Chief Executive OfficerMichael Rawle – Chief Financial Officer Conference Call Participants Michael Markidis – BMO Capital MarketsBrad Sturges – Raymond JamesSam Damiani – TD CowenKyle Stanley – DesjardinsHimanshu Gupta – ScotiabankAnthony Bogdan – National Bank…
Jardine House, Hongkong – The company’s HQ BERK OZDEMIR/iStock Editorial via Getty Images A few years ago, I took a deep dive into Jardine Matheson Holdings Limited (OTCPK:JARLF;OTCPK:JMHLY). At the time, there were actually two ways to get exposure to the same business, albeit at slightly different relative position sizes, as a second listed holding…
belterz/E+ via Getty Images Investors Title Company (NASDAQ:ITIC) (“ITC”) was the first company I covered this year. At the time, I rated it a Buy. My previous thesis mainly considered: Consistent profits, even in tough years Small insurance liabilities against a large portfolio Steady buybacks and dividends Being a simple business done well The stock…
We Are We previously covered W. P. Carey (NYSE:WPC) in February 2024, discussing why we had doubled down on our previous Buy rating. This was despite the market’s pessimism on the office exit and the subsequent pullback after the FQ4’23 earning call. At the same time, the REIT’s discounted valuations/ stock prices, expanded forward dividend…
IRIDEX Corporation (NASDAQ:IRIX) Q1 2024 Earnings Conference Call May 14, 2024 5:00 PM ET Company Participants Trip Taylor – Investor RelationsDavid Bruce – Chief Executive OfficerFuad Ahmad – Interim Chief Financial Officer Conference Call Participants Tom Stephan – Stifel Operator Good day, and thank you for standing by. Welcome to Q1 2024 IRIDEX Earnings Conference…
solarseven/iStock via Getty Images Investment Thesis Carvana Co. (NYSE:CVNA) is a deeply unpopular stock, but that hasn’t stopped it from being a terrific investment. What’s more, in the same vein as I was unpopular in recommending CVNA to you, with unshakable bullishness in the past year, I’m now no longer willing to ride this rocket…