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Dizfoto/iStock via Getty Images The following segment was excerpted from this fund letter. Atkore Inc. (NYSE:ATKR) Atkore Inc. specializes in products tailored for the electrical sector. ATKR caters to various segments including electrical, safety, and infrastructure. Under the Electrical division, ATKR manufactures essential components for constructing electrical power systems such as conduit, cable, and installation…
cemagraphics Last weekend’s article warned to get “Ready for the Squeeze” and concluded there are “good odds of a move higher” in the S&P500 (SPY). This played out to a point, but the move higher exceeded my expectations and now looks more than just a short squeeze. Wednesday’s session had a chance to form a…
Galeanu Mihai Macro Overview The Micro Opportunities Strategy began 2024 trailing its microcap benchmark. During the quarter, the performance of the benchmark was predominantly led by unprofitable and heavily shorted stocks, presenting a significant challenge for the strategy to outperform due to the high-quality focus of our portfolio. Additionally, our stock selection fell short of…
rzoze19/iStock via Getty Images Airbus (OTCPK:EADSY) and Boeing (BA) have been competing in the epic duopoly of the airline industry for a while. Both companies had problems after the rough time of the pandemic, and Boeing’s troubles might be the perfect time for Airbus to edge up an advantage that could radically change the market….
Jacek_Sopotnicki Warner Brothers Discovery (NASDAQ:WBD) released first quarter earnings last week. The media giant has been scrutinized for earnings performance and high leverage since its merger. Back in February, I took a bullish stand on Warner Brothers Discovery through the sale of cash secured puts. While the first quarter earnings report disappointed by missing both…
MATR’s wires are used in nuclear reactors. Low tolerance for failure. Monty Rakusen/DigitalVision via Getty Images Mattr Corp: High Quality Industrial Trading at < 5x EBITDA Investment Thesis Mattr Corp. (TSX:MATR:CA) (OTCPK:MTTRF) stands as a prime investment opportunity, underpinned by its transformation from a hyper cyclical business into a diversified industrial powerhouse focusing on less…
Palmer Square Capital BDC Inc. (NYSE:PSBD) Q1 2024 Earnings Conference Call May 7, 2024 12:00 PM ET Company Participants Andrew Wedderburn-Maxwell – Investor RelationsChris Long – Chairman and Chief Executive OfficerAngie Long – Chief Investment OfficerMatt Bloomfield – PresidentJeff Fox – Chief Financial Officer and Director Conference Call Participants Melissa Wedel – JPMorganKenneth Lee –…
a.k.a Brands Holding Corp. (NYSE:AKA) Q1 2024 Earnings Conference Call May 8, 2024 4:30 PM ET Company Participants Kenneth White – VP, Head of Legal and Human ResourcesCiaran Long – Interim CEO & CFOEmily Schwartz – Head, IR & Corporate Communications Conference Call Participants Eric Beder – Small Cap Consumer Research, LLCAshley Owens – KeyBanc…
hapabapa Lucid Motors (NASDAQ:LCID) presented disappointing quarterly earnings for its 1Q24 on May 6, 2024 that triggered another huge stock drop. However, Lucid Motors had better-than-anticipated sales for the first quarter and reported a narrowing of losses. With that being said, the company continues to produce and deliver only a very small amount of electric-vehicles…
Rasi Bhadramani Small vs. Large Caps In Q1 2024, the Riverwater Sustainable Value Strategy outperformed its benchmark, the Russell 2500 Value Index. Small-caps continued what appears to be a new bull market since hitting bottom last October. Small-caps still have significant ground to cover, having last peaked in 2021, while large-caps have continued to hit…
MotionIsland/iStock via Getty Images The Trade Desk Delivered Yet Again The Trade Desk, Inc. (NASDAQ:TTD) investors have outperformed the market significantly since my previous bullish TTD article in February 2024. However, bearish investors could argue that TTD hasn’t been able to break decisively above the $92 level, given the robust selling resistance. The Trade Desk…
Marchex, Inc. (NASDAQ:MCHX) Q3 2024 Earnings Conference Call May 7, 2024 5:00 PM ET Company Participants Trevor Caldwell – Senior Vice President of Strategic Initiatives & Investor RelationsEdwin Miller – Chief Executive OfficerHolly Aglio – Chief Financial Officer Conference Call Participants Darren Aftahi – ROTH MKM Operator Hello all and welcome to the Marchex First…
Sumco Corporation (OTCPK:SUMCF) Q1 2024 Earnings Conference Call May 9, 2024 2:00 AM ET Company Participants Takayuki Komori – Investor RelationsMayuki Hashimoto – Chairman and CEOShinichi Kubozoe – Vice President and CFO Conference Call Participants Takashi Enomoto – BofAAtsushi Ikeda – Goldman SachsTakato Watabe – Morgan StanleyShigeki Okazaki – NomuraGo Miyamoto – SMBC NikkoYuta Nishiyama…
zodebala Introduction In early February of this year, I began covering Exxon Mobil (NYSE:XOM) stock here on Seeking Alpha, and since then, the stock has surged by 15.8%, outperforming the market’s return by about threefold. Needless to say, I am incredibly pleased with this outcome. Seeking Alpha, Oakoff’s coverage of XOM My thesis at the…
Khanchit Khirisutchalual Introduction: CBRE Global Real Estate Income Fund (NYSE:IGR) is a closed-end fund, or CEF, that was incepted in Feb. 2004. The fund’s main objective is to provide high current income to its shareholders. Capital appreciation is the secondary objective. The fund’s mandate requires it to invest at least 80% of the total assets…
William_Potter/iStock via Getty Images An income portfolio depends on quality reliable dividend paying companies that also give yearly raises. 5 companies in Rose’s Income Garden portfolio gave April raises that are discussed and my take along with a Rose recommendation is made for owning them. They are all from different sectors that include consumer staples,…
Kaltura, Inc. (NASDAQ:KLTR) Q1 2024 Earnings Conference Call May 8, 2024 8:00 AM ET Company Participants Erica Mannion – Investor RelationsRon Yekutiel – Co-Founder, Chairman & Chief Executive OfficerJohn Doherty – Chief Financial Officer Conference Call Participants Matthew Niknam – Deutsche BankRyan Koontz – Needham & Co.George Iwanyc – Oppenheimer & Co.Ronit Shah – Wells…
ariya j/iStock via Getty Images Don’t hope. Hope is for people who aren’t prepared. – Kareem Abdul-Jabbar THE MACRO VIEW The Weekly MACRO report should serve as a time to pause and reflect on the Bigger picture that is never as volatile and tumultuous as the everyday/weekly market scene. Given the frantic pace of the…
KevinHyde In attempting to understand what the Federal Reserve is trying to do and to understand how the banking system is reacting to what the Fed is trying to do, more and more analysts are struggling to understand just what is going on. This dilemma is examined, in part, by Joseph Sternberg in the Wall…
Scharfsinn86 Aurora (NASDAQ:AUR) is a company developing self-driving technology, Aurora Driver, that is integrated into cars to enable driverless capability. All-time share performance has been lackluster. Having seen an all-time high of $17 shortly after going public in 2021, share price continued to deteriorate and reached $3 price level the following year. Since then, AUR…
Unifi, Inc. (NYSE:UFI) Q3 2024 Earnings Call Transcript May 9, 2024 9:00 AM ET Company Participants Albert Carey – Executive ChairmanEdmund Ingle – Chief Executive OfficerAndrew Eaker – Executive Vice President, Chief Financial Officer & Treasurer Conference Call Participants Anthony Lebiedzinski – Sidoti & Co. Operator Good morning, and thank you for attending Unifi’s Third…
marrio31 Shares of Viking Therapeutics (NASDAQ:VKTX) have surged in the last 12 months, driven by the success of its obesity candidate, the subcutaneously administered VK2735. VK2735’s efficacy, safety and tolerability data to date look very competitive, even when compared to the so-called triple G agonists such as Eli Lilly’s (LLY) retatrutide. And more recently, the…
LANXESS Aktiengesellschaft (OTCPK:LNXSF) Q1 2024 Earnings Conference Call May 8, 2024 7:00 AM ET Corporate Participants Andre Simon – Head of Investor RelationsMatthias Zachert – Chief Executive OfficerOliver Stratmann – Chief Financial Officer Conference Call Participants Jonathan Chung – Morgan StanleySam Perry – UBSMatthew Yates – Bank of AmericaMartin Roediger – Kepler CheuvreuxJaideep Pandya –…
COM & O/iStock Editorial via Getty Images Meta Platforms’ (NASDAQ:META) stock had plummeted by over 13% following its Q1 2024 earnings report in late April, whereas rivals Google and Amazon saw their stocks rallying post-earnings, despite all three tech companies guiding that they will be engaging in heavy AI-related capex over the next year. Meta’s…
SDI Productions While a lot of attention has turned to the Utilities sector given recent outperformance, we shouldn’t ignore another important sector that tends to benefit from risk-off periods – Consumer Staples. Momentum on a relative basis looks more and more appealing, which is why the iShares US Consumer Staples ETF (NYSEARCA:IYK) is worth paying…
D-Keine Deals and Financings Hangzhou Sciwind Biosciences out-licensed South Korean rights for ecnoglutide injection (XW003), a novel long-acting GLP-1 analog aimed at type 2 diabetes, obesity and MASH, to HK inno.N Corporation (KOSDAQ: 195940). HK inno.N is a South Korean commercial stage pharmaceutical company. Sciwind will receive an unspecified upfront payment and additional milestones of…
EschCollection The Franklin FTSE Japan ETF (NYSEARCA:FLJP) is a mostly value-weighted slice of the Japanese markets, putting a little more emphasis on some sectors like consumer discretionary as opposed to financial services. Firstly, we agree with that positioning given the Japanese Yen situation, where discretionary exports benefit from the weaker Yen. But in general, we…
Aura Minerals (OTCQX:ORAAF) Q1 2024 Earnings Conference Call May 7, 2024 9:00 AM ET Company Participants Rodrigo Barbosa – President and CEOKleber Cardoso – CFO Conference Call Participants Edgard Pinto de Souza – Itau BBARicardo Monegaglia – SafraRabi Nizami – National Bank Financial Operator Good morning ladies and gentlemen. Welcome to First Quarter 2024 Earnings…
Hamilton Insurance Group, Ltd. (NYSE:HG) Q1 2024 Earnings Conference Call May 9, 2024 10:00 AM ET Company Participants John Levenson – Group Treasurer and Head of Investor RelationsPina Albo – Chief Executive OfficerCraig Howie – Group Chief Financial Officer Conference Call Participants Elyse Greenspan – Wells Fargo SecuritiesThomas McJoynt – Keefe, Bruyette & WoodsMatthew Carletti…
TexBr India is currently in the middle of its Q4 FY24 earnings season, and for the most part, large-caps have been resilient. Key economic bellwethers like HDFC Bank (HDB) and ICICI Bank (IBN) have led the way on the back of solid loan growth and stable asset quality trends. Another positive read-through for demand was…
Western Forest Products Inc. (OTCPK:WFSTF) Q1 2024 Earnings Conference Call May 8, 2024 3:00 PM ET Company Participants Steven Hofer – President and Chief Executive OfficerStephen Williams – Executive Vice President and Chief Financial OfficerGlen Nontell – Vice President of Corporate DevelopmentBruce Alexander – Senior Vice President of Sales, Marketing and Manufacturing Conference Call Participants…
AlexLMX All financial numbers in this article are in Canadian dollars unless noted otherwise. Please note that oil and gas prices are always in US dollars. Introduction Buy every oil dip you see! The quote above is from a hedge fund newsletter I read yesterday. While I always call for prudent financial management, I’m one…
RCM Technologies, Inc. (NASDAQ:RCMT) Q1 2024 Earnings Conference Call May 9, 2024 11:30 AM ET Company Participants Brad Vizi – Executive ChairmanKevin Miller – Chief Financial Officer Conference Call Participants Bill Sutherland – BenchmarkAlex Rygiel – B. RileyBen Andrews – Andrews Capital Management Operator Ladies and gentlemen, welcome to the RCM Technologies’ First Quarter Earnings…
bjdlzx Long-time readers know that Crescent Energy (NYSE:CRGY) was a combination of Chairman John Goff’s Contango (MCF) and a privately held KKR Entity. The main idea at the time was to combine forces to go after bigger deals that were discounted. To some extent that has happened. The unexpected bonus was operational outperformance of the…
Lhotse is the fourth highest mountain on the planet. Alongside Everest to the north, and Nuptse to the west, it forms a hulking horseshoe of rock and ice that towers over Nepal’s famous Khumbu valley. This month — maybe in the next week — a 35-year old Englishman hopes to reach the 8,516-metre summit, traverse…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Israel has ordered more people to flee Rafah as it prepares to expand its assault on the southern Gazan city despite international condemnation of its offensive in the densely populated area. The Israel Defense Forces…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Kuwait’s emir has dissolved the country’s parliament following years of political deadlock, accusing lawmakers of infringing on the monarch’s powers and alleging corruption has spread throughout state institutions. Sheikh Mishal Al-Ahmad Al-Jaber Al-Sabah said on…
Stay informed with free updates Simply sign up to the Electric vehicles myFT Digest — delivered directly to your inbox. The Chinese electric vehicle sector has begun to tap offshore markets for more funding, with shares in EV maker Zeekr gaining 34 per cent on Friday in the biggest IPO in the US by a…
Telecom Argentina S.A. (NYSE:TEO) Q1 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants Luis Rial Ubago – IRGabriel Blasi – CFORoberto Nobile – CEO Luis Rial Ubago Good morning. On behalf of Telecom Argentina, I would like to thank everybody for participating on this conference call. The participants of today’s conference…
Flux Power Holdings, Inc. (NASDAQ:FLUX) Q3 2024 Results Conference Call May 9, 2024 4:30 PM ET Company Participants Maria Rico – Marketing ManagerRon Dutt – Chief Executive OfficerKevin Royal – Chief Financial Officer Conference Call Participants Rob Brown – Lake Street Capital MarketsEric Stine – Craig-HallumMatthew Galinko – Maxim GroupCraig Irwin – ROTH Capital Partners…
InfuSystem Holdings, Inc. (NYSE:INFU) Q1 2024 Results Conference Call May 9, 2024 9:00 AM ET Company Participants Joe Dorame – Investor RelationsRich Dilorio – Chief Executive OfficerBarry Steele – Chief Financial OfficerCarrie Lachance – President and Chief Operating Officer Conference Call Participants Brooks O’Neil – Lake StreetJim Sidoti – Sidoti & Company Aaron Warwick –…
Bragg Gaming Group Inc (NASDAQ:BRAG) Q1 2024 Results Conference Call May 9, 2024 8:30 AM ET Company Participants Yaniv Spielberg – Chief Strategy OfficerMatt Mazij – Chair of the Board & Chief Executive OfficerRonen Kannor – Chief Financial OfficerDoug Fallon – Group Director of Content Conference Call Participants Gianluca Tucci – Haywood SecuritiesJordan Bender –…
Chesapeake Utilities Corporation (NYSE:CPK) Q1 2024 Results Conference Call May 9, 2024 8:30 AM ET Company Participants Lucia Dempsey – Head of Investor RelationsJeff Householder – President, Chief Executive Officer & ChairmanBeth Cooper – EVP, Chief Financial Officer, Treasurer & Assistant Corporate SecretaryJim Moriarty – EVP, General Counsel, Corporate Secretary and Chief Policy & Risk…
Sezzle Inc. (NASDAQ:SEZL) Q1 2024 Results Conference Call May 8, 2024 5:00 PM ET Company Participants Charles Youakim – Co-Founder, Executive Chairman & CEOPaul Paradis – Co-Founder and PresidentKaren Hartje – Chief Financial OfficerLee Brading – Head of Corp Dev and IR Conference Call Participants Nico Sacchetti – RBC Operator Good evening, and welcome to…
ProQR Therapeutics N.V. (NASDAQ:PRQR) ASGCT Investor Webcast May 9, 2024 8:00 AM ET Company Participants Sarah Kiely – IRDaniel de Boer – Founder and CEOGerard Platenburg – Chief Scientific Officer Conference Call Participants Jon Wolleben – Citizens JMPSteve Seedhouse – Raymond James Sarah Kiely Thank you, and good day, everyone. We appreciate you joining our…
United Internet AG (OTCPK:UDIRF) Q1 2024 Earnings Conference Call May 8, 2024 6:00 AM ET Company Participants Dominic Grossman – IRRalph Dommermuth – CEORalf Hartings – CFO Conference Call Participants Polo Tang – UBS Investment ResearchTitus Krahn – Bank of AmericaStéphane Beyazian – ODDO BHFUsman Ghazi – Berenberg BankAdam Fox-Rumley – HSBC Dominic Grossman Hello,…
Wallenius Wilhelmsen ASA (OTCPK:WAWIF) Q1 2024 Results Conference Call May 8, 2024 2:30 AM ET Company Participants Lasse Kristoffersen – Chief Executive OfficerTorbjørn Wist – Chief Financial Officer Anders-Redigh Karlsen – VP IR & Market Insight Lasse Kristoffersen Good morning, and welcome to the first quarter presentation by Wallenius Wilhelmsen. I will present together with…
CS Disco, Inc. (NYSE:LAW) Q1 2024 Results Conference Call May 9, 2024 5:00 PM ET Company Participants Aleksey Lakchakov – Head of Investor RelationsScott Hill – Incoming Chair of Board of DirectorsEric Friedrichsen – Chief Executive OfficerMichael Lafair – Chief Financial Officer Conference Call Participants Scott Berg – NeedhamBrian Essex – JPMorganEylon Liani – JefferiesMark…
LENSAR, Inc. (NASDAQ:LNSR) Q1 2024 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Lee Roth – Burns McClellanNicholas Curtis – CEOThomas Staab – CFO Conference Call Participants Frank Takkinen – Lake Street Capital MarketsRyan Zimmerman – BTIG Operator Good morning, and thank you for your participation. At this time, all participants are…
Stay informed with free updates Simply sign up to the Sovereign bonds myFT Digest — delivered directly to your inbox. The amount of debt Italy sold directly to its citizens dropped sharply this week in a sign that the government may not be able to rely so heavily on households to meet its borrowing needs…