FG Trade With Medical Properties Trust, Inc. (NYSE:MPW) presenting encouraging earnings for its last quarter, and with investors barely reacting to the news of one of its most important operators, Steward Health Care System, sliding into bankruptcy, I think that we could see substantial upside price movement for the hospital real estate investment trust in…
Alexey Pertsev, a developer for the Ethereum-based crypto mixer Tornado Cash, has been sentenced to 64 months in prison after a Dutch court found him guilty of money laundering charges on Tuesday. The judge stated that the platform was “intended for criminals” and that Pertsev should have been suspicious of the criminal origins of transactions….
wellesenterprises/iStock Editorial via Getty Images Investment Thesis In our previous analysis, dated October 2023, we confidently issued a buy rating for Netflix, Inc. (NASDAQ:NFLX), anticipating significant value unlocking from its initiative to crack down on password sharing. Seven months ago, we projected a fair price of $503 when trading at $372, based on a thorough…
Ah, the wild west. John Wayne, the Man with No Name, Billy the Kid and Jesse James. The frontier has a way of capturing everyone’s imagination – young and old. The cowboys, the outlaws, the gold prospectors. A land of opportunity and harsh cruelty. Unforgiving yet irresistible. Bitcoin was once such a frontier. The early…
PM Images Intention is an interesting concept when it comes to investing. There are some who criticize different investments without considering the intention behind that investment. When an individual allocates capital toward an investment, they do so with a specific goal in mind, and it’s not always to generate capital appreciation. Unless you’re betting against…
ssucsy As usual at this time of the year, we would like to provide an update on the current status of the Midas Touch Gold Model™ and present our short- to medium-term outlook for the gold market. Our Gold Model analyzes the gold market from various perspectives with a rational and holistic approach. It stands…
klmax/iStock via Getty Images NetApp’s (NASDAQ:NTAP) stock has reached a new high of $109, last reached in October 2000. This was after an 18% upside at the end of February after its CEO expressed optimism about opportunities in artificial intelligence during the earnings call for the third quarter of fiscal year 2024 (Q3). It is…
State of the consumer Are U.S. consumers finally tightening the purse strings? That’s the main question on the minds of investors as major retailers kick off their quarterly earnings reports this week, starting with Home Depot (HD). The home improvement chain’s Q1 results came in below Street expectations, hurt by a delayed start to spring,…
CatLane Introduction I have been a fan of the streaming model for a long time now, and look back wistfully at the days when Silver Wheaton was a streamer dedicated to the silver market. Since then, I have been looking for another company that just may be capable of pulling off a similar meteoric rise…
Maks_Lab What is the repo market and how did it change after the Global Financial Crisis (GFC)? The U.S. repurchase agreement, or “repo” market, provides more than $3 trillion in short-term funding each day. Most repo transactions are overnight and are collateralized by Treasuries. Repos (to get cash) and reverse repos (to lend cash) are…
TMC the metals company Inc. (NASDAQ:TMC) Q1 2024 Earnings Conference Call May 13, 2024 4:30 PM ET Company Participants Craig Shesky – Chief Financial OfficerGerard Barron – Chairman & Chief Executive Officer Conference Call Participants Malcolm MacDonald – BofAFrank Jones – Norbury Partners Operator Good day, and thank you for standing by. Welcome to the…
Unlock the US Election Countdown newsletter for free The stories that matter on money and politics in the race for the White House US secretary of state Antony Blinken visited Kyiv in a show of support for Ukrainian President Volodymyr Zelenskyy’s government amid renewed Russian advances in the north-eastern Kharkiv region. Speaking during a meeting…
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101cats/iStock via Getty Images Introduction GameStop (NYSE:GME) has seen an 80% rally in the last 5 days, with a massive jump after a tweet from its prolific investor Keith Gill, or Roaring Kitty as he is known on the internet. I wanted to look at the company’s performance throughout 2023 and see if it is…
This article was written by Follow Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals…
Abstract Aerial Art The worldwide Purchasing Managers’ Index (PMI) surveys compiled by S&P Global Market Intelligence indicated that global trade expanded at the start of the second quarter of 2024, thereby concluding the contraction streak of just over two years. The seasonally adjusted Global PMI New Export Orders Index posted 50.6 in April, up from…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Anglo American is planning to break itself up after the mining group rejected a £34bn takeover bid from rival BHP. The 107-year-old company said on Tuesday it would sell or demerge its De Beers diamond…
Lighthouse Films/DigitalVision via Getty Images One of the biggest winners in the market on Monday was AMC Entertainment Holdings (NYSE:AMC). Shares of the theater chain soared more than 78% on the day, and rose further in the after-hours session, after online influencer Roaring Kitty tweeted for the first time in years, sending all of the…
pawel.gaul Dear readers/followers, It’s time for me to update my thesis on Zurich Insurance Group (OTCQX:ZURVY) (OTCQX:ZFSVF), one of the largest insurance businesses in all of Switzerland that’s quite full-service (meaning it does P&C, L&H, and both Commercial and personal lines). Despite what you may believe, it was once at a great valuation and allowed…
Jonathan Kitchen Simulations Plus (NASDAQ:SLP) is a software and services provider that is benefiting from the growing use of computational tools in drug discovery. While Simulations Plus has a strong business, its valuation is high given modest growth prospects and a heavy reliance on acquisitions and consulting revenue. I would not expect a meaningful correction…
pixhook/E+ via Getty Images Investment thesis Blackstone’s (NYSE:BX) stock has almost doubled in price in 2023, but 2024 has been bumpy so far, with a notable YTD pullback. My analysis suggests that the pullback is likely to be temporary because fundamentals keep improving, and the company continues demonstrating strong growth in assets under management and…
apidechphoto/iStock via Getty Images Intro We wrote about Commercial Metals Company (NYSE:CMC) in 2020 and multiple times in 2021 when we stamped a ‘Buy’ signal on the steel fabricating company. Since our initial ‘Buy’ call in July 2020, shares have returned approximately 200% for corresponding shareholders. The company’s keen valuation at the time, supporting technicals…
Quicklogic Corporation (NASDAQ:QUIK) Q1 2024 Earnings Conference Call May 13, 2024 5:30 PM ET Company Participants Alison Ziegler – IR, Darrow AssociatesElias Nader – CFO & SVP, FinanceBrian Faith – President, CEO & Director Conference Call Participants Richard Shannon – Craig-HallumRick Neaton – Rivershore Investment Research Operator Ladies and gentlemen, good afternoon. At this time,…
sitox ETF Overview Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) owns a portfolio of U.S. large-cap stocks with high sales, excessive operating cash flow generation, and substantial dividend and share buyback plans. The fund has delivered solid return since the beginning of the year. Its valuation is also fair relative to the historical average. However,…
SHF Holdings Inc. (NASDAQ:SHFS) Q1 2024 Earnings Conference Call May 13, 2024 4:30 PM ET Company Participants Erika Kay – KCSA Strategic CommunicationsSundie Seefried – Founder and CEOJames Dennedy – CFO Conference Call Participants Operator Thank you for standing by. My name is Benjamin and I will be your conference operator today. At this time,…
FedEx Corporation (NYSE:FDX) BofA Securities 31st Annual Transportation, Airlines, and Industrials Conference March 6, 2023 5:30 PM ET Company Participants Jenifer Hollander – Vice President, Investor RelationsJohn Dietrich – EVP and CFOStephen Hughes – Staff Director, Investor Relations Conference Call Participants Ken Hoexter – Bank of America Merrill Lynch Ken Hoexter All right. Great. Everybody,…
StoneCo Ltd. (NASDAQ:STNE) Q1 2024 Earnings Conference Call May 13, 2024 5:00 PM ET Company Participants Roberta Noronha – Head of IRPedro Zinner – CEOLia Matos – Chief Strategy Officer and Chief Marketing OfficerMateus Scherer – CFO and IR OfficerGregor Ilg – Head of Credit Conference Call Participants Eduardo Rosman – BTGKaio Da Prato –…
Tokyo Electron Limited (OTCPK:TOELY) Q4 2024 Earnings Conference Call May 10, 2024 2:30 AM ET Company Participants Koichi Yatsuda – Investor Relations DepartmentToshiki Kawai – Representative Director, President and CEOHiroshi Kawamoto – Senior Vice President and General Manager, Finance Unit Conference Call Participants Yu Yoshida – CLSA Securities JapanShuhei Nakamura – Goldman Sachs JapanTakashi Shimamoto…
Duos Technologies Group, Inc. (NASDAQ:DUOT) Q1 2024 Results Conference Call May 13, 2024 4:30 PM ET Company Participants Chuck Ferry – CEOAdrian Goldfarb – CFO Conference Call Participants Ed Woo – Ascendiant Capital Markets Operator Good afternoon. Welcome to Duos Technologies’ First Quarter 2024 Earnings Conference Call. Joining us for today’s call are Duos CEO,…
raisbeckfoto This will be a shorter earnings preview since the stock is a very small position within client accounts, but Cisco (NASDAQ:CSCO) is scheduled to report their fiscal Q3 ’24 financial results after the market closes on Wednesday, May 15th, 2024, after the closing bell. Consensus is now expecting Cisco to report $0.82 in earnings…
Allogene Therapeutics, Inc. (NASDAQ:ALLO) Q1 2024 Earnings Conference Call May 13, 2024 5:00 PM ET Company Participants Christine Cassiano – Chief Corporate Affairs & Brand Strategy OfficerDavid Chang – President & Chief Executive OfficerGeoff Parker – Chief Financial OfficerZachary Roberts – EVP, Research & Development and Chief Medical Officer Conference Call Participants Michael Yee –…
Theravance Biopharma, Inc. (NASDAQ:TBPH) Q1 2024 Earnings Call Transcript May 13, 2024 5:00 PM ET Company Participants Rick Winningham – Chief Executive OfficerAine Miller – Head, DevelopmentRhonda Farnum – Chief Business OfficerAziz Sawaf – Chief Financial Officer Conference Call Participants Douglas Tsao – H.C. WainwrightJulian Harrison – BTIGDavid Risinger – Leerink PartnersMarc Frahm – TD…
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…
Aerial Bayview Ave. and Rosedale in Autumn, Toronto, Canada jimfeng Note: All amounts are in Canadian Dollars On our last coverage of Dream Office (TSX:D.UN:CA), we highlighted the key factors that kept us out. This was despite a rather large drop that made value buyers salivate. We felt a bounce and trading opportunity could materialize…
United States President Joe Biden has issued an order prohibiting the acquisition of certain real property by MineOne Cloud Computing Investment I L.P., citing national security concerns. The order, based on findings outlined by the President, aims to safeguard critical assets near Francis E. Warren Air Force Base (Warren AFB) in Cheyenne, Wyoming. The President’s…
JHVEPhoto Jefferies Financial Group (NYSE:JEF) is a bank focused on investment banking and capital markets, which does not have any particular competitive advantage in the industry. This makes its business very exposed to market cycles, leading to volatile financial figures. Not surprisingly, its valuation is usually at a discount to peers and currently its shares…
EschCollection Thesis Six months ago, we started covering the AllianceBernstein Global High Income Fund (NYSE:AWF), assigning it a ‘Buy’ rating at the time on the back of an attractive discount to NAV profile and high corporate spreads. The fund has outperformed, delivering a total return exceeding 10%: Original Rating (Seeking Alpha) We are going to…
gbrundin/iStock via Getty Images The stage could be a set for a recovery in small- and mid-cap stocks. Why? If interest rates have peaked and a pattern of lower interest rates emerges over the next few years, it should bode well for small-cap stocks. Lower interest rates can lower financing costs and loosen up the…
Monty Rakusen Intro & Thesis I initiated coverage of Medtronic plc (NYSE:MDT) stock in October 2023, with only one subsequent update on January 10, 2024. Up to that point, my rating remained bullish, but unfortunately, following the latest update, the stock has shown underperformance relative to the broader market, the S&P 500 (SP500) (SPX) index:…
wildpixel Today, we are putting Collegium Pharmaceutical, Inc. (NASDAQ:COLL) in the spotlight. The stock of this small biopharma name fell some 16% on Friday after the company posted Q1 results that slightly missed both top and bottom-line expectations. The company also announced it was replacing its CEO. However, there were some positives from these results…
For months Bitcoiners have been bitterly debating the Ordinals phenomenon and the large amount of trading activity and congestion they brought to the chain. It’s a very nuanced clash where it’s difficult to find the correct “ideological” response. I won’t be trying to give a definitive answer here, as that’s ultimately up to the community…
Rand Capital (NASDAQ:RAND) Q1 2024 Earnings Conference Call May 13, 2024 1:30 PM ET Company Participants Craig Mychajluk – Investor RelationsDaniel Penberthy – President and CEOMargaret Brechtel – EVP and CFO Presentation Operator Greetings and welcome to Rand Capital Corporation’s First Quarter Fiscal Year 2024 Financial Results. At this time, all participants are in a…
Quarterhill Inc. (OTCQX:QTRHF) Q1 2024 Earnings Conference Call May 13, 2024 8:30 AM ET Company Participants Chuck Myers – Chief Executive OfficerKyle Chriest – Chief Financial Officer Conference Call Participants Gavin Fairweather – CormarkTodd Coupland – CIBC Operator Good morning and welcome to Quarterhill’s Q1 2024 Financial Results Conference Call. On this morning’s call, we…
yoh4nn The Industrial sector isn’t what it used to be. Neither is investing in Industrials. Traditionally, it’s been about smokestacks, etc. For investors, this has been a very cyclical play. The main investment case for or against Industrials was, in essence, an economic forecast. If you are bullish on GDP, Industrial Production, etc., you want…
LauriPatterson/E+ via Getty Images Investment Thesis Fast-casual restaurant chains are having their moment in 2024. Usual suspects like Shake Shack (SHAK) and Wingstop (WING), along with category leader Chipotle Mexican Grill (CMG), have been on a tear since the start of October last year. This year, they were joined by fast-casual salad chain Sweetgreen (SG)….
hapabapa My last article about Amazon.com, Inc. (NASDAQ:AMZN) was published in December 2023 and not only was I wrong about Amazon in my last article – I was also too cautious in my previous articles. Amazon reached its previous all-time high again – a scenario I saw as rather unlikely in my previous articles. When…
Explore Alpha Picks on Seeking Alpha Read the article diving deeper into the research study here The transcript found below is for readers who would like to follow along. Please note that the transcription may not be 100% accurate. Daniel Snyder: Hello, everyone. Welcome to this great new Seeking Alpha Webinar. I’m Daniel Snyder. Hanging…
Daniel Grizelj Since posting strong Q1 results, Pagaya Technologies Ltd. (NASDAQ:PGY) has climbed nearly 21%. The company showed strong growth in network volume, revenues, and adjusted EBITDA, while also sharing a strong full year guidance. In my opinion, Pagaya could continue witnessing substantial growth due to its expansion in the fast growing POS financing vertical,…
Justin Paget/DigitalVision via Getty Images American Electric Power Company, Inc.(NASDAQ:AEP), an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It is one of the largest electric utility companies in the country, with more than five million customers in…
gaffera Transcript Twelve-month returns for the MSCI Japan are near 17% in U.S. dollar terms (as of May 6, 2024). We don’t see the recent slump in the yen to 34-year lows against the dollar derailing this momentum. Japan’s growth outlook remains rosy and corporate reforms are taking hold. 1) Central bank policy intervention An…