beast01/iStock via Getty Images Pinterest Stock Surges After Reporting Q1 Earnings Pinterest, Inc. (NYSE:PINS) is back in major growth mode as the company pushes through solid user growth while the monetization story remains the major catalyst. The social imaging stock has rightfully surged on the news. My investment thesis remains ultra-bullish on the stock as…
Century Aluminum Company (NASDAQ:CENX) Q1 2024 Earnings Conference Call May 1, 2024 11:00 AM ET Company Participants Ryan Crawford – Financial Planning & Analysis and IR ManagerJesse Gary – President and CEOJerry Bialek – EVP and CFOPeter Chipskovsk – SVP of Finance and Treasurer Conference Call Participants Lucas Pipes – B. Riley SecuritiesKatja Jancic –…
Trinity Capital Inc. (NASDAQ:TRIN) Q1 2024 Results Conference Call May 1, 2024 12:00 PM ET Company Participants Ben Malcolmson – Head of Investor RelationsKyle Brown – Executive OfficerMichael Testa – Chief Financial OfficerGerry Harder – Chief Operating OfficerRon Kundich – Chief Credit OfficerSarah Stanton – Chief Compliance Officer and General Counsel Conference Call Participants Bryce…
Donnelley Financial Solutions, Inc. (NYSE:DFIN) Q1 2024 Earnings Conference Call May 1, 2024 9:00 AM ET Company Participants Mike Zhao – Head, Investor RelationsDan Leib – Chief Executive Officer, Board MemberDave Gardella – Chief Financial OfficerEric Johnson – President of Global Investment CompaniesCraig Clay – President of Global Capital Markets Conference Call Participants Charles Strauzer…
Just_Super Welcome to the Vanadium miners news. April saw vanadium pentoxide prices and ferrovanadium prices slightly lower, remaining at very depressed levels. Vanadium uses Vanadium is traditionally used to harden steel. Chinese rebar standards are requiring more vanadium. Also Vanadium Flow Batteries [VRFBs] are becoming increasingly popular especially for commercial energy storage, most notably in…
Bausch + Lomb Corporation (NYSE:BLCO) Q1 2024 Earnings Conference Call May 1, 2024 8:00 AM ET Company Participants George Gadkowski – VP, IR & Business InsightsBrent Saunders – Chairman & CEOSam Eldessouky – EVP & CFO Conference Call Participants Patrick Wood – Morgan StanleyYoung Li – JefferiesRobbie Marcus – JPMorganJoanne Wuensch – CitiVijay Kumar –…
STAG Industrial, Inc. (NYSE:STAG) Q1 2024 Earnings Conference Call May 1, 2024 10:00 AM ET Company Participants Steven Kimball – EVP, Real Estate OperationsBill Crooker – CEO, President & DirectorMatts Pinard – EVP, CFO & TreasurerMichael Chase – EVP & CIO Conference Call Participants Craig Mailman – CitigroupVince Tibone – Green Street AdvisorsEric Borden –…
pabst_ell Note: I have covered Transocean Ltd. (NYSE:RIG) previously, so investors should view this as an update to my earlier articles on the company. After the close of Monday’s regular session, leading offshore driller Transocean Ltd. or “Transocean” reported underwhelming Q1/2024 results with contract drilling revenues coming in below expectations and bottom line outperformance mostly…
Company Name: DEMAND Founders: Alejandro De La Torre and Filippo Merli Date Founded: 2023 Location of Headquarters: Lisbon, Portugal and Florence, Italy Amount of Bitcoin in Treasury: “Currently being bootstrapped” Number of Employees: 2 Website: https://www.dmnd.work/ Public or Private? Private Alejandro De La Torre is deeply concerned that Bitcoin mining is too centralized, and he’s…
Matteo Colombo Introduction When looking at ETFs that invest based on an index, fees are critical when deciding which ETF to own. I was familiar with two popular ones, the iShares Russell 3000 ETF (IWV) and the Vanguard Russell 3000 ETF (VTHR), but I recently found the Dimensional U.S. Equity ETF (NYSEARCA:DFUS), whose fees are…
Blackbaud, Inc. (NASDAQ:BLKB) Q1 2024 Earnings Conference Call May 1, 2024 8:00 AM ET Company Participants Kevin Mooney – Executive Vice President-Strategy and Business Development Mike Gianoni – Chief Executive Officer Tony Boor – Executive Vice President and Chief Financial Officer Conference Call Participants Rob Oliver – BairdBrian Peterson – Raymond JamesMatt VanVliet – BTIGParker…
Riot Platforms, Inc. (NASDAQ:RIOT) Q1 2024 Earnings Conference Call May 1, 2024 8:30 AM ET Company Participants Phil McPherson – Vice President, Capital Markets & Investor RelationsJason Les – Chief Executive OfficerColin Yee – Executive Vice President Chief Financial OfficerJason Chung – Executive Vice President, Corporate Development & Strategy Conference Call Participants Greg Lewis –…
MicroStrategy, a leading enterprise business intelligence firm that has emerged as a pioneering Bitcoin advocate among public companies, is hosting its Bitcoin For Corporations conference starting today. The event is taking place May 1 – May 2, 2024 in Las Vegas, NV will feature industry leaders discussing how corporations can adopt Bitcoin as a treasury asset. MicroStrategy…
HJBC Since our last coverage, Amazon’s stock (NASDAQ:AMZN) has gradually grown past both our $182 price target and its 2021 peak towards a new all-time high before paring some of its gains in April. The stock has largely maintained a consistent, gradual uptrend, diverging from the outsized kind of appreciation observed at its mega cap…
Is OP_CAT happening? The covenants proposal was just assigned BIP number #347. But before we delve deeper, let’s explore what covenants are and why Bitcoiners may want them. Is Bitcoin an ideal state of digital e-cash or do we want more from our coins on-chain? Scratching the Surface: Bitcoin Scripts Limitations To understand covenant proposals…
olaser/E+ via Getty Images Investment Thesis Skyworks Solutions, Inc. (NASDAQ:SWKS), a wireless semi-provider of “RF and complete semi-system solutions for mobile communication applications,” announced earnings for its second quarter of FY2024 earlier this week. I wasn’t too optimistic ahead of earnings, and am still not after guidance. I initiate Skyworks with a Hold; I think…
Hoseki, a leader in Bitcoin and blockchain verification solutions, has unveiled Hoseki Verified, a new verification product aimed at enhancing transparency and trust in the cryptocurrency industry, with a focus on spot Bitcoin exchange-traded fund (ETF) asset verification, according to a press release sent to Bitcoin Magazine. This public dashboard aims to set a new industry standard…
Derick Hudson Meta Platforms (NASDAQ:META) stock recently tumbled due to its lighter-than-anticipated revenue forecasts. Yet, Q1 sales surged by 27% YoY, and Meta’s Family of Apps operating income increased by 57% to about $17.7B. The Reality Labs loss was also considerably narrower than expected, and Meta’s net income more than doubled to $12.37B last quarter….
Major global bank Standard Chartered believes the Bitcoin price could see further downside to around $50,000, according to recent comments. Geoffrey Kendrick, head of forex and digital assets research at Standard Chartered, told The Block: “BTC’s proper break below $60,000 has now reopened a route to the $50,000-52,000 range.” As of writing, Bitcoin is trading under…
Morsa Images DEA to reclassify marijuana as Schedule III drug April 30th ended up being a really remarkable day for investors in the cannabis space. Shares of several companies in this market skyrocketed after news broke that the US DEA (Drug Enforcement Administration) is about to reclassify marijuana as a Schedule III drug as opposed…
Galeanu Mihai/iStock via Getty Images The following segment was excerpted from this fund letter. Burford Capital Limited (NYSE:BUR) As the ancient Greeks said, “The wheels of justice turn slowly, but grind exceedingly fine.” As a litigation financer, Burford has funded a large portfolio of legal cases that are working their way through the legal process….
hapabapa The stock of GE Aerospace (NYSE:GE) is on a wild upswing and received new fuel last week when the aerospace-focused industrial company beat the Street’s estimates easily and raised its forecast for operating profitability in 2024. GE Aerospace profits from order strength from a buoyant airline industry, which is seeing record passengers after the…
Higher for (much) longer? Federal Reserve officials have been saying that the path to achieving 2% inflation would be a bumpy one. Indeed. Inflation has come in hotter than desired for the first three months of 2024, meaning that “higher for longer” will continue to be priced in by investors. As such, don’t expect any…
martinrlee Listen below or on the go on Apple Podcasts and Spotify Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range – reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to…
ChiccoDodiFC/iStock via Getty Images There are three supporting themes driving our conviction that the timing for investing in gold, silver, copper, and other metal exploration stocks has never been more compelling: In our analysis, the unsustainable debt and government deficits in developed economies make inflationary pressures intractable and fiat currencies more susceptible to debasement than…
WendellandCarolyn/iStock via Getty Images At the start of this year, I believed that shares of Carrier Global (NYSE:CARR) were carrying a great deal of momentum into 2024. Since the company was spun-off from United Technologies (which itself now belongs to RTX (RTX)), the company has quickly built up a solid value creating track record, as…
4FR Investment Thesis Norfolk Southern (NYSE:NSC) had a tough start to FY24 with their most recent Q1 results seeing the railroad generate lacklustre returns from their operations. While significant one-off costs associated with the mediation for a derailment that occurred in 2023 placed a real damper on net income, Norfolk also struggled to control operating…
SeanShot Introduction I have good news! Bloomberg reported that commercial real estate debt is making a comeback. Investors have bought close to $25 billion of new commercial mortgage-backed securities so far this year. That’s 170% more compared to the same period in 2023. Last year, CMBS issuance suffered from the bankruptcies of smaller regional banks,…
Jessie Casson/DigitalVision via Getty Images Samsara (NYSE:IOT) is a company developing IoT (Internet of Things) systems that help extract and gather operational data into its cloud platform to derive insights and streamline operations. IOT was founded in 2015, and initially, it started out as a company delivering connected fleet solutions, such as vehicle telematics and…
bombermoon Intro & Thesis Since I upgraded the shares of TORM plc (NASDAQ:TRMD) from “Hold” to “Buy” in mid-July 2023, they have risen by of 62.64% (dividends included), significantly outperforming the broad market. Since my last update in January 2024, the stock has risen by 9.8% – and it continues to grow: Seeking Alpha, my…
JHVEPhoto/iStock Editorial via Getty Images Intro We last wrote about Pitney Bowes Inc. (NYSE:PBI) in February of 2023 when we rated the freight & logistics company a ‘Hold’. In hindsight (as confirmed by PBI’s technicals below), the ‘Hold’ rating was the right call as shares are basically ‘flat’ since our commentary over fourteen months ago….
Birute/iStock Editorial via Getty Images Dear readers/followers, Telia has not been an easy stock to own over the past few years. I overestimated what sort of timeframe the company would recover, and the addition or inclusion of content-oriented portfolio assets like TV4 in the business has diluted the value and made the recovery and upside…
bjdlzx Overview The Fidelity MSCI Energy Index ETF (NYSEARCA:FENY) is designed to offer investors exposure to the U.S. energy sector, aligning its performance with the MSCI USA IMI Energy Index. Principally, FENY invests at least 80% of its assets in securities that are included in its underlying index, adopting a representative sampling indexing strategy. This…
LagartoFilm We’re now three months since the approval of spot Bitcoin (BTC-USD) ETFs in the United States market. I don’t think it’s a stretch to say these funds have been an enormous success from an AUM growth standpoint. Even after adjusting for the asset exodus from the Grayscale Bitcoin Trust ETF (GBTC), more than 214k…
PM Images I’ve been covering the realm of ultra-short securities for quite some time. I’ve written Buy and Strong Buy articles about many ultra-short bond ETFs, and even one about how great Money Market Funds are these days. In most of the articles, I discuss the fact that ultra-short assets are attractive now, but might…
Iryna Kharkova/iStock via Getty Images When it comes to classifying similar types of opportunities in stocks, there are a number of common ‘genres’ that investors will often refer back to when trying to describe an opportunity set. Common genres include buckets like Special Situations, Turnaround Stories, Commodity Plays, and other things in that vein. For…
Robert Way Hermes (OTCPK:HESAF) (OTCPK:HESAY) released its first-quarter sales figures, which once again handily beat expectations. As the company continues to gravitate above the rest of the industry, it appears Hermes can shrug off any macroeconomic concern or a luxury slowdown. Let’s dive into Hermes’ counter-positioning and show where consensus estimates have it wrong. Introduction…
Huron Consulting Group Inc. (NASDAQ:HURN) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Mark Hussey – CEO and PresidentJohn Kelly – CFO Conference Call Participants Andrew Nicholas – William Blair and CompanyTobey Sommer – Truist SecuritiesWilliam Sutherland – BenchmarkKevin Steinke – Barrington Research AssociatesMoshe Katri – Wedbush Securities Operator Good…
Call Start: 16:30 January 1, 0000 5:08 PM ET Matson, Inc. (NYSE:MATX)Q1 2024 Earnings Conference CallApril 30, 2024 16:30 ET Company Participants Justin Schoenberg – Director of Investor RelationsMatt Cox – Chairman & Chief Executive OfficerJoel Wine – Executive Vice President & Chief Financial Officer Conference Call Participants Jacob Lacks – Wolfe ResearchBen Nolan –…
CVRx, Inc. (NASDAQ:CVRX) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Mike Vallie – IRKevin Hykes – President and CEOJared Oasheim – CFO Conference Call Participants Lilia-Celine Lozada – JPMorganPhillip Dantoin – Piper SandlerMargaret Kaczor – William BlairBill Plovanic – CanaccordFrank Takkinen – Lake Street Capital MarketsChase Knickerbocker – Craig-Hallum…
Yevhen Smyk Waste Management, Inc. (NYSE:WM), through its subsidiaries, engages in the provision of environmental solutions to residential, commercial, industrial, and municipal customers in the United States and Canada. We have published already three article on Seeking Alpha about the firm, starting in July, 2022, with a bullish coverage. Later on, in October, 2022, we…
Fortune Brands Innovations, Inc. (NYSE:FBIN) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Leigh Avsec – Vice President-Investor Relations and Corporate AffairsNick Fink – Chief Executive OfficerDave Barry – Chief Financial Officer Conference Call Participants John Lovallo – UBSPhil Ng – JefferiesAdam Baumgarten – ZelmanStephen Kim – Evercore ISIMatthew Bouley…
Zynex, Inc. (NASDAQ:ZYXI) Q1 2024 Earnings Conference Call April 30, 2024 4:15 PM ET Company Participants Quinn Callanan – CFA, Investor RelationsThomas Sandgaard – Chairman Of The Board, President & CEOAnna Lucsok – Chief Operating OfficerDonald Gregg – President, Zynex Monitoring SolutionsDan Moorhead – Chief Financial Officer Conference Call Participants Jeffrey Cohen – Ladenburg ThalmannYi…
Start Time: 16:30 January 1, 0000 5:28 PM ET Stryker Corporation (NYSE:SYK)Q1 2024 Earnings Conference CallApril 30, 2024, 16:30 PM ET Company Participants Kevin Lobo – Chair and CEOGlenn Boehnlein – VP and CFOJason Beach – VP, Finance and IR Conference Call Participants Robert Marcus – JPMorganLawrence Biegelsen – Wells Fargo SecuritiesRyan Zimmerman – BTIGJoanne…
Oat_Phawat Eldorado Gold Corp (NYSE:EGO) has quietly rallied to its highest level since 2017, gaining momentum in recent months alongside the record price of gold. Indeed, the company reported its latest quarterly results highlighted by solid growth with management guiding for an even stronger second half of the year. The market is also looking ahead…
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2024 Earnings Conference Call April 30, 2024 4:30 PM ET Company Participants Raji Gill – Vice President, Investor RelationsLiam Griffin – Chairman, Chief Executive Officer and PresidentKris Sennesael – Senior Vice President and CFO Conference Call Participants Chris Caso – Wolfe ResearchMatthew Ramsay – TD CowenEdward Snyder – Charter Equity…
Adidas AG (OTCQX:ADDYY) Q1 2024 Earnings Conference Call April 30, 2024 9:00 AM ET Company Participants Sebastian Steffen – SVP, IRBjorn Gulden – CEOHarm Ohlmeyer – CFO Conference Call Participants Piral Dadhania – RBC Capital MarketsZuzanna Pusz – UBSEdouard Aubin – Morgan StanleyMonique Pollard – CitigroupCedric Lecasble – Stifel, Nicolaus & CompanyAneesha Sherman – Sanford…
Brett_Hondow/iStock Editorial via Getty Images Introduction In “Big Tech’s Big Breakdown, The Technical Setup Ahead Of Earnings,” I wrote the following about Amazon.com, Inc. (NASDAQ:AMZN): Along with Meta and Google, Amazon has been one of our largest holdings at TQI since its inception in late 2022. After being undervalued throughout 2022-23, Amazon’s stock has finally…
Daria Nipot Article Thesis Amazon.com, Inc. (NASDAQ:AMZN) reported strong first-quarter earnings results. The company beat estimates easily and margins improved nicely. While the Q2 revenue growth outlook was worse than expected, Amazon’s performance is still appealing from an operational perspective. On the other hand, the stock is far from cheap today; thus, investors should consider…
Roger Ver, a prominent early investor in Bitcoin and famously dubbed “Bitcoin Jesus,” has been indicted by the Department of Justice (DOJ) on charges of mail fraud, tax evasion, and filing false tax returns. Ver was arrested over the weekend in Spain based on these criminal charges, and the U.S. intends to seek his extradition…