Oselote A Hold Rating for shares of Aya Gold & Silver Inc. Canadian mining and exploration company Aya Gold & Silver Inc. (OTCQX:AYASF) (TSX:AYA:CA) has a very positive outlook. Driven by robust silver pricing coupled with strong operations, the cash flow generation enables growth projects to focus on resource exploration and processing capacity development. The…
J Studios Thesis I have covered Annovis Bio (NYSE:ANVS) before with a Hold rating in October 2023. At the time, Annovis had not yet released any topline readout from their Phase 3 trial in Parkinson’s and their Phase 2/3 trial in Alzheimer’s. The Phase 2/3 results in Alzheimer’s have just been released. The press release,…
Gildan Activewear’s (NYSE:GIL) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Jessy Hayem – Vice President and Head of Investor RelationsVince Tyra – President and CEORhodri Harries – Executive Vice President, CFO and CAOChuck Ward – President of Sales, Marketing and Distribution Conference Call Participants Paul Lejuez – Citigroup Investment…
pcess609 Introduction There is an emerging trend to focus on investing companies that perform well on environmental, social, and governance (ESG) criteria. Not only does ESG investing offer investors the opportunity to positively impact the environment and society, investors also believe companies that are better prioritized towards ESG are likely to be less risky, more…
Aviat Networks, Inc. (NASDAQ:AVNW) Q3 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Andrew Fredrickson – Director of Corporate Development & Investor RelationsPeter Smith – President & Chief Executive OfficerDavid Gray – Senior Vice President & Chief Financial Officer Conference Call Participants Jaeson Schmidt – Lake Street Capital MarketsScott Searle –…
Benchmark Electronics, Inc. (NYSE:BHE) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Corporate Participants Paul Mansky – Investor RelationsJeff Benck – President and Chief Executive OfficerArvind Kamal – Interim Chief Financial Officer Conference Call Participants Steven Fox – Fox AdvisorsAnja Soderstrom – SidotiChris Grenga – Needham & Company Operator Hello, and welcome…
Carvana Co. (NYSE:CVNA) Q1 2024 Earnings Conference Call May 1, 2024 5:30 PM ET Company Participants Meg Kehan – Investor RelationsErnie Garcia – Chairman, President and Chief Executive OfficerMark Jenkins – Chief Financial Officer Conference Call Participants Rajat Gupta – JPMorganChris Bottiglieri – BNP ParibasSharon Zackfia – William Blair & CompanyChris Pierce – NeedhamMichael Montani…
Informatica Inc. (NYSE:INFA) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Victoria Hyde-Dunn – Vice President, Investor RelationsAmit Walia – Chief Executive OfficerMike McLaughlin – Chief Financial Officer Conference Call Participants Koji Ikeda – Bank of AmericaMatt Hedberg – RBC Capital MarketsBrad Zelnick – Deutsche BankAndrew Nowinski – Wells FargoWill…
Korok Ray, Bitcoin researcher and Associate Professor at the Mays Business School at Texas A&M University, announced plans to launch The Bitcoin Research Institute to drive academic research at the intersection of Bitcoin and artificial intelligence. At the MicroStrategy World: Bitcoin for Corporations 2024 event, Ray made note of Bitcoin’s potential to enable secure multi-party…
Cognizant Technology Solutions Corporation. (NASDAQ:CTSH) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Tyler Scott – VP & Head of IRRavi Kumar – CEOJatin Dalal – CFO Conference Call Participants Bryan Bergin – TD CowenTien-Tsin Huang – JPMorganJonathan Lee – Guggenheim SecuritiesJason Kupferberg – Bank of AmericaJames Faucette – Morgan…
MicroStrategy revealed its latest innovation today, a decentralized identity (ID) platform built on the Bitcoin network, named MicroStrategy Orange, at the MicroStrategy World: Bitcoin for Corporations 2024 event. JUST IN: MicroStrategy launches an enterprise platform for building decentralized identity applications on #Bitcoin — MicroStrategy Orange 👀 pic.twitter.com/P5PXz80kSD — Bitcoin Magazine (@BitcoinMagazine) May 1, 2024 “Today, I’d like to…
Mister Car Wash, Inc. (NYSE:MCW) Q1 2024 Earnings Conference Call May 1, 2024 4:30 PM ET Company Participants John Lai – Chairman and CEOJed Gold – Chief Financial Officer Conference Call Participants David Bellinger – MizuhoJohn Heinbockel – GuggenheimPeter Keith – Piper SandlerChris O’Cull – StifelJackie Sussman – Morgan StanleyJustin Kleber – BairdPhillip Blee –…
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Genevieve Cunningham – Senior Manager, Marketing CommunicationsMichael Hsing – Chief Executive Officer and FounderBernie Blegen – Executive Vice President and Chief Financial OfficerTony Balow – Vice President of Finance Conference Call Participants Tore Svanberg – Stifel NicolausQuinn…
Knowles Corporation (NYSE:KN) Q1 2024 Earnings Conference Call May 1, 2024 4:30 PM ET Company Participants Sarah Cook – Vice President, Investor RelationsJeffrey Niew – President & Chief Executive OfficerJohn Anderson – Senior Vice President & Chief Financial Officer Conference Call Participants Christopher Rolland – SusquehannaPete Lukas – CJS SecuritiesAnthony Stoss – Craig-Hallum Capital GroupTristan…
bjdlzx Management of Yangarra Resources Ltd. (OTCPK:YGRAF) has stated that there is a goal to get the bank debt down to C$80 million. This is a Canadian company that reports in Canadian dollars unless otherwise noted. The bank debt did indeed decline in the just-reported first quarter, as net debt declined about C$9.5 million. This…
luza studios Super Micro Computer, Inc. (NASDAQ:SMCI) released much anticipated fiscal third quarter results, but moreover provided an ever greater anticipated (updated) guidance. The company has seen incredible operating momentum, but as share price momentum was even greater, it was evident that expectations were sky-high. Back in February, I believed that shares were approaching bubbly…
wildpixel The idea that you can create an active fund that rotates around factors which come in and out of favor sounds a bit too good to be true. Why? Because whipsaw risk is always a problem for active strategies. Still, it’s worth looking into the idea through the BlackRock U.S. Equity Factor Rotation ETF…
Independence Contract Drilling, Inc. (NYSE:ICD) Q1 2024 Results Conference Call May 1, 2024 12:00 PM ET Company Participants Philip Choyce – Executive Vice President and CFOAnthony Gallegos – President and CEO Conference Call Participants Alex Hantman – Sidoti & Co.Don Crist – Johnson RiceDavid Storms – Stonegate Capital Operator Good day, and welcome to the…
OceanaGold Corporation (OTCQX:OCANF) Q1 2024 Earnings Conference Call May 1, 2024 10:00 AM ET Company Participants Rebecca Harris – Director, IRGerard Bond – President and CEOMarius van Niekerk – CFODavid Londono – COO AmericasPeter Sharpe – COO Asia-PacificCraig Feebrey – Chief Exploration Officer Conference Call Participants Ovais Habib – ScotiabankWayne Lam – RBCCosmos Chiu –…
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….