surachetsh We’re more than halfway through the Q2 Earnings Season for the precious metals sector and the results have been mediocre on balance, with higher operating costs and lower than planned production partially offsetting the record gold price enjoyed in the period. Fortunately, the royalty/streaming companies have fared better, with Triple Flag Precious Metals (TFPM)…
deliormanli TELA Bio (NASDAQ:TELA) is a small-cap medtech company focused on soft-tissue preservation and restoration. Their portfolio of products consists of OviTex, a reinforced tissue matrix that was designed to address some of the shortcomings of currently available tissue matrices. OviTex is currently on the market for use during hernia surgical procedures, and OviTex PRS…
Google Play accounted for 9 million ChatGPT downloads in September, while the other 6.6 million were recorded by the App Store. The total number of ChatGPT downloads has hit 52.2 million. OpenAI’s chatbot ChatGPT has seen a record growth in downloads in September, which brought the revenue generated by its mobile app to $4.58 million….
Aptose Biosciences Inc. (NASDAQ:APTO) Q4 2023 Earnings Conference Call March 26, 2024 5:00 PM ET Company Participants Susan Pietropaolo – Managing Director-Corporate Communications & Investor RelationsWilliam Rice – Chairman, President & Chief Executive OfficerFletcher Payne – Senior Vice President and Chief Financial OfficerRafael Bejar – Senior Vice President & Chief Medical Officer Conference Call Participants…
McKevin Sixth Street Specialty Lending (NYSE:TSLX) has been implementing one of the most impressive portfolio strategies in the BDC industry, enabling it to generate solid risk-adjusted returns over the years. Its ability to earn one of the best portfolio yields while keeping non-accruals below the industry average is one of the promising outcomes of its…
Maks_Lab Average prices charged for goods and services rose worldwide at a steeper rate for a second consecutive month in March, according to S&P Global PMI business surveys, hinting at historically elevated stickiness of consumer price inflation at the global level in the coming months. Upward price pressures were primarily linked to increased labour costs…
The crypto revolution was finally taken to new heights when the SEC approved 11 Bitcoin spot ETFs in January 2024. Global investors flooded in like never seen before, adding almost $5 billion of inflows on the first day of trading. As a result, the crossover between traditional finance and digital assets is now firmly established,…
Luis Alvarez/DigitalVision via Getty Images By Sam Korus, Director of Research, Autonomous Technology & Robotics Since late 2023, media headlines have seized on data showing that electric vehicle (EV) sales growth decelerated in 2022 and 2023, from +113% in 2021 to +59% and +28% on a year-over-year basis, respectively. Our research contextualizes this deceleration in…
The Nasdaq and the S&P 500 both posted a second straight weekly decline, as hotter than expected U.S. producer prices data pushed Treasury yields higher and sank rate-sensitive megacap growth stocks. The much anticipated consumer inflation report on Thursday showed that the headline and core consumer price index was unchanged from June, bolstering bets among…
In an announcement Thursday morning, the Federal Reserve unveiled that its instant payment system, the FedNow® Service, has officially gone live. This tool aims to empower banks and credit unions of all sizes to facilitate instantaneous money transfers for their customers. The Federal Reserve claims that FedNow transactions can be executed 24/7, 365 days a…
Blazing electronic signs along the highway that connects downtown Detroit to its more prosperous western suburbs announce an unfamiliar cause for optimism in a city that a decade ago was so broke that it could not even pay for street lights. “Two more,” the signs exhort in blue and white, referring to the number of…
Hispanolistic/E+ via Getty Images Business Model Overview U.S. Physical Therapy (NYSE:USPH) operates in two business segments: physical therapy operations and industrial injury prevention (IIP) services. Within the physical therapy segment, USPH has established itself as a significant player in the industry, with 662 clinics spread across 41 states, with a particular presence in Texas and…
Justin Sullivan The following commentary is from the October 1st issue of my Short Seller’s Journal. Housing market update – The highest mortgage rates in 20 years, the worst level of affordability since 1984 and increasingly tight household finances are starting to torpedo housing market activity. After rising slightly in three of the previous five…
GlobalStock Dear Co-Investor In the dramatic theatre of business, relentless motion and constant change make an exhilarating narrative. At SaltLight, we approach investing as a serene nature documentary filled with patience and thoughtful observation. In our view, frequent portfolio reshuffling is not a badge of honour, but rather restlessness. Each portfolio adjustment is a step…
U.S. spot bitcoin exchange-traded funds (ETFs) have surpassed $200 billion in cumulative trading volume since launching just three months ago. JUST IN: 🇺🇸 US #Bitcoin spot ETFs trading volume surpasses $200 billion within just 3 months. Asia is next 🚀 pic.twitter.com/VxQdQJEIjN — Bitcoin Magazine (@BitcoinMagazine) April 10, 2024 According to data from The Block, the total…
koto_feja/E+ via Getty Images Company website Investment Thesis Rating Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX) Buy with 2-5 year target of $40 (3x upside) based on the discounted cash flow (“DCF”) valuation method. Steroids are used in 70% of patients with Duchenne’s muscular dystrophy, DMD, a debilitating neuromuscular disease, which is a 2 billion/year market and is…
bfk92 Introduction It has been several months since we last covered ZIM Integrated Shipping Services Ltd. (NYSE:ZIM), where we gave it a buy rating of $21. The stock has since plunged primarily due to very poor Q1 and Q2 results, posting huge losses and missing significantly on the top and bottom lines. The company then…
ojos de hojalata LVMH (OTCPK:LVMHF) (OTCPK:LVMUY), one of the best-run conglomerates in the luxury sector, experienced its first year-over-year revenue decline since Covid, as currency headwinds more than offset the company’s 3% organic growth in Q1-24. The big unknown surrounding LVMH right now is whether the revenue slowdown is just a matter of normalization or…
eBay Inc. (NASDAQ:EBAY) Goldman Sachs Communacopia & Technology Conference 2023 Call September 5, 2023 1:10 PM ET Company Participants Jamie Iannone – Chief Executive Officer Steve Priest – Chief Financial Officer Conference Call Participants Eric Sheridan – Goldman Sachs Eric Sheridan Right up on time. We’re going to start with the next session. So, for…
sanjeri Thermo Fisher Scientific (NYSE:TMO) is a leading research and development company and provider of laboratory products and services headquartered in Waltham. The company has long been a key player in developing and commercialization of laboratory equipment, reagents, analytical instrumentation, and diagnostic systems utilized for research purposes, the discovery of new drugs and vaccines, the…
SOPA Images/LightRocket via Getty Images Monster Dividend Hike Shows Confidence When I covered Western Midstream Partners, LP (NYSE:WES) last quarter, I noted that the partnership units had been rangebound in the $20s since the start of 2022. I rated the units a Buy and suggested a breakout above this range was coming based on throughput…
J2R With the recent news on EssilorLuxottica (OTCPK:ESLOF, OTCPK:ESLOY), today we decided to confirm our long-term target on the company’s financials. At the Lab, we perceive EssilorLuxottica as a perfect MIX between a tech, a pharmaceutical player, and a fashion company. As a reminder our buy rating was also supported by a long-term trajectory of…
Robert Way Back in July, I wrote that JD.com (NASDAQ:JD) was facing increased competition and that its business model was not as strong as some other Chinese e-commerce firms. With the stock down over -20% since then, let’s catch on the name. Company Profile As a refresher, JD is one of the largest e-commerce companies…
Vertigo3d I came across the Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT) entirely by accident. As a macro analyst, I keep track of different investment themes via the monitoring of ETFs. One particularly ETF that I regularly look at is IGPT’s predecessor, the Invesco Dynamic Software ETF (“PSJ”). PSJ was a broadly diversified ETF…
da-kuk Investment Thesis I wanted to take a look at NetScout Systems (NASDAQ:NTCT) because the company has lost 23% over the last decade, which means it destroyed value for its shareholders. I wanted to take a look at its financials to see if I could find any positive that could warrant an investment. The company…
Rinsch is now asking for an additional $14 million, claiming Netflix owes him the money despite not submitting any completed episodes. A Hollywood movie director is making the news for receiving millions of dollars to fund a project that may never see the light of day, and using the show’s budget to invest in Dogecoin…
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q2 2023 Earnings Call July 27, 2023 4:30 PM ET Company Participants Mihael H. Polymeropoulos – President, Chief Executive Officer and Chairman of the Board Kevin Moran – Senior Vice President, Chief Financial Officer and Treasurer Tim Williams – General Counsel Conference Call Participants Andrew Tsai – Jefferies Operator Good afternoon….
sierrarat/iStock Unreleased via Getty Images Textron (NYSE:TXT) recently provided its first quarter earnings, and TXT stock dropped to a three-month low in response. In this report, I will analyze the results to detect whether the stock price drop was warranted and determine whether I need to revise my buy rating. Textron Outperformed Until Its Q1…
dima_zel We often see momentum stocks outperforming even the most optimistic forecasts. Nvidia (NVDA) and Super Micro Computer (SMCI) are two recent examples. However, it is less common to see comparable trends in ETFs unless they leveraged or concentrated in small-cap, high-risk companies. This is why the Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO) caught my…
georgeclerk Pfizer Inc. (NYSE:PFE) has been in a major downtrend since late 2021 as the pandemic boom of Covid vaccinations started to decline. The bears have some valid concerns, but it appears that the negative sentiment has overshot reality. I have a fairly neutral view of the company, but I like the stock itself when…
LifeJourneys/E+ via Getty Images Gold is an underrated asset. Gold also hit a new all-time high (“ATH”), recently surging to around $2,150. While the market may believe that current gold prices are unsustainable, the fundamental backdrop is highly favorable, and the yellow metal could go much higher. In addition to constructive fundamental factors, the technical…
JHVEPhoto/iStock Editorial via Getty Images Introduction The Houston-based ConocoPhillips (NYSE:COP) released its second-quarter 2023 results on August 3, 2022. COP is one of the world’s largest independent oil & gas producers, with 58.9% of oil equivalent production coming from the lower 48, especially three prolific basins: Permian, Eagle Ford, and Bakken. COP 2Q23 Production Oil…
Maksym Belchenko/iStock via Getty Images The operator of the Tim Hortons chain in China is falling behind its aggressive expansion plans amid disagreement with the brand’s owner about new investment Donut anyone? You won’t find many of those – if any – at Tim Hortons restaurants in China these days, after the chain’s local operator…
Applied Digital Corporation (NASDAQ:APLD) Q3 2024 Results Conference Call April 11, 2024 5:00 PM ET Company Participants Alex Kovtun – IR, Gateway Group, IncWes Cummins – Chief Executive OfficerDavid Rench – Chief Financial Officer Conference Call Participants Lucas Pipes – B. RileyGeorge Sutton – Craig-HallumRob Brown – Lake StreetMike Grondahl – Northland SecuritiesDarren Aftahi –…
Anja W. Today, REITs (VNQ) are offering historically high dividend yields. That’s because over the past two years, their share prices have dropped significantly even as they kept growing their dividend payments: Data by YCharts NAREIT Higher dividend payments coupled with lower share prices result in higher dividend yields, and in some cases, the yields…
Torsten Asmus In anticipation of a rate cut next year There have been multiple ways analysts and pundits have been discussing how to play rate cuts next year. The most popular of which is iShares 20+ Year Treasury Bond ETFTLT (TLT). The way I’m playing it is a bit different, with high-yield corporate bonds, mainly…
The new partnership with Taurus suggests that Banco Santander anticipates a greater role for crypto in traditional finance. Spanish banking giant Banco Santander is partnering with cryptocurrency asset management platform Taurus to offer its customers custodial services for their digital assets. Banco Santander recently emerged as the only Spanish bank to appear on the 2023…
3M Company (NYSE:MMM) Q4 2023 Results Conference Call January 23, 2024 9:00 AM ET Company Participants Bruce Jermeland – Senior Vice President, Investor Relations Mike Roman – Chairman & Chief Executive Officer Monish Patolawala – President & Chief Financial Officer Conference Call Participants Andrew Kaplowitz – Citigroup Inc. Scott Davis – Melius Research Julian Mitchell…
erlucho Introduction Let me start this article by briefly highlighting my bio on Seeking Alpha. Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. […] Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. I’m not doing this…
Yuichiro Chino/Moment via Getty Images Overview My recommendation for Informatica Inc. (NYSE:INFA) is a buy rating, as I expect growth to accelerate from here given that cloud revenue, which is growing a lot faster, will become a larger piece of the business moving forward. The increase in revenue scale and penetration of large customers should…
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…
Similarly, Block has embarked on a mission to democratize the Bitcoin mining industry. They recently announced plans to produce a ‘Mining Development Kit’ (MDK) for consumers. Block Inc (NYSE: SQ), a digital payments firm co-founded by Jack Dorsey, former Twitter CEO, has released its own Bitcoin (BTC) hardware storage device called BitKey. Designed in the…
Today, Bitcoin only exchange, Swan Bitcoin, welcomed NBA Champion Matthew Dellavedova to its team as Vice President of Business Development, according to a press release sent to Bitcoin Magazine. Dellavedova is most well known for his illustrious professional basketball career and achievements in the NBA, including an NBA Championship in 2016 with the Cleveland Cavaliers…
Taysha Gene Therapies, Inc. (NASDAQ:TSHA) Q3 2023 Results Conference Call November 14, 2023 4:30 PM ET Company Participants Hayleigh Collins – Director and Head of Corporate Communications Sean Nolan – Chief Executive Officer Sukumar Nagendran – President and Head of Research and Development Kamran Alam – Chief Financial Officer Conference Call Participants Whitney Ijem –…
Goodness Growth Holdings, Inc. (OTCQX:GDNSF) Q4 2023 Results Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Sam Gibbons – Vice President, Investor RelationsJosh Rosen – Interim Chief Executive Officer and Interim Chief Financial OfficerAmber Shimpa – President of Goodness Growth and Chief Executive Officer of Vireo Health of Minnesota Conference Call Participants…
Alaris Royalty Corp. (OTC:ALARF) Q2 2023 Earnings Conference Call August 3, 2023 11:00 AM ET Company Participants Amanda Frazer – Chief Financial Officer Steve King – President & Chief Executive Officer Conference Call Participants Nik Priebe – CIBC Capital Markets Gary Ho – Desjardins Jeff Fenwick – Cormark Zachary Evershed – National Bank Financial Operator…
Justin Paget/DigitalVision via Getty Images In our January earnings review from Two Harbors Investment Corp. (NYSE:TWO) we rated it a Hold, despite the earnings leaving something to be desired. In Q4, interest rates stabilizing were seen as a benefit for the company, vs. rates that were falling and moving rapidly. The yield curve had been…
NEXGEL, Inc. (NASDAQ:NXGL) Q1 2024 Results Conference Call May 13, 2024 4:30 PM ET Company Participants Valter Pinto – Managing Director, KCSA Strategic CommunicationsAdam Levy – Chief Executive OfficerAdam Drapczuk – Chief Financial Officer Conference Call Participants Naz Rahman – Maxim Group Operator Good afternoon, everyone. My name is Beau, and I will be your…
Editor’s note: Seeking Alpha is proud to welcome Yahor Zaikou as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » onurdongel/iStock via Getty Images Introduction It is not news…
Milestone Scientific Inc. (NYSE:MLSS) Q1 2024 Results Conference Call May 16, 2024 8:30 AM ET Company Participants David Waldman – Investor RelationsArjan Haverhals – Chief Executive OfficerKeisha Harcum – Controller Conference Call Participants Anthony Vendetti – the Maxim Group Operator Good morning, everyone, and welcome to the Milestone Scientific Inc. First Quarter 2024 Financial Results…