G0d4ather The two-year versus 10-year Treasury spread narrowed 20 bps this week, the largest narrowing since the banking crisis week of March 17th.Ten-year Treasury yields rose eight bps for the week to 4.03% – after trading up to 4.20% early-Friday following the release of July payroll data. This was within two bps of the October…
Perella Weinberg Partners (PWP) Q2 2023 Earnings Conference Call August 3, 2023 9:00 AM ET Company Participants Bruce Jacobs – CFO Nello Mainolfi – Founder, President and CEO Jared Gollob – CMO Justine Koenigsberg – VP, IR Conference Call Participants Marc Frahm – TD Cowen Brad Canino – Stifel Chris Shibutani – Goldman Sachs Michael…
Equitable Holdings, Inc. (NYSE:EQH) Q2 2023 Earnings Call August 3, 2023 8:00 AM ET Company Participants Tom Lewis – Equitable Holdings Investor Relations Mark Pearson – President and Chief Executive Officer Robin Raju – Chief Financial Officer Nick Lane – President of Equitable Financial Bill Siemers – AllianceBernstein’s Interim Chief Financial Officer, Controller and Chief…
zhengzaishuru Dorchester Minerals (NASDAQ:DMLP) declared a distribution for Q2 2023 that was approximately 32% lower than its Q1 2023 distribution. This was not all that surprising since it has a variable distribution tied to its cash receipts and Q1 2023 benefited from both the timing of cash receipts and a spike in sales volumes that…
Telecom Italia S.p.A. (OTCPK:TIIAY) Q2 2023 Earnings Conference Call August 3, 2023 5:00 AM ET Company Participants Paolo Lesbo – Head of Investor Relations Pietro Labriola – Chief Executive Officer Adrian Calaza – Chief Financial Officer Conference Call Participants Fabio Pavan – Mediobanca David Wright – Bank of America Luigi Minerva – HSBC Giorgio Tavolini…
Michael Vi Palantir Technologies Inc. (NYSE:PLTR) is expected to report results for its Q2 that ended June 30th, 2023, post-market on Monday, August 7th. Analysts expect Palantir to report a GAAP EPS of 1 cent on revenue of $533.57 million. Should Palantir meet these numbers, this would mark the third consecutive profitable quarter for the…
When you hear bullish hoofbeats, think ZEBRA tudorish/iStock via Getty Images Earn your options trading stripes with ZEBRA spreads I’m already long NVIDIA (NVDA). Earnings are coming up on August 23 and I’m looking for a way to add to my position. But at $446.80 as of August 4, this getting to be an expensive…
Vista Gold Corp. (NYSE:VGZ) Q2 2023 Earnings Conference Call August 3, 2023 12:00 PM ET Company Participants Pamela Solly – Vice President, Investor Relations Fred Earnest – President and Chief Executive Officer Doug Tobler – Chief Financial Officer Conference Call Participants Heiko Ihle – H.C. Wainwright Michael Bashera – Baird Operator Good day, ladies and…
Galeanu Mihai Quality Stocks Following a strong finish to the first half of the year, my watchlist kicks off the last 6 months with a strong showing. The watchlist for July posted a strong gain of 5.36%, outpacing both the Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) and the SPDR S&P 500 ETF Trust…
COMPASS Pathways plc (NASDAQ:CMPS) Q2 2023 Earnings Conference Call August 3, 2023 8:00 AM ET Company Participants Stephen Schultz – Senior Vice President of Investor Relations Kabir Nath – Chief Executive Officer Guy Goodwin – Chief Medical Officer Mike Falvey – Chief Financial Officer Conference Call Participants Ritu Baral – Cowen and Company, LLC Charles…
CareCloud, Inc. (NASDAQ:CCLD) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Kimberly Blanche – General Counsel and Vice President of Compliance Hadi Chaudhry – President and Chief Executive Officer Larry Steenvoorden – Chief Financial Officer Mahmud Haq – Founder and Executive Chairman Dwight Garvin – Executive Vice President and Chief…
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Corporate Participants Sean Anthony – Vice President, Corporate Financial Planning and Analysis Anthony Jabbour – Chief Executive Officer Bryan Hipsher – Chief Financial Officer Conference Call Participants John Mazzoni – Wells Fargo Kyle Peterson – Needham Stephanie Moore…
Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Sharon Klahre – Head, IR Michael Metzger – CEO Neil Gallagher – President & Head, R&D Keith Goldan – CFO Peter Ordentlich – CSO Anjali Ganguli – CBO Conference Call Participants Phil Nadeau – TD Cowen Anupam Rama…
Acushnet Holdings Corp. (NYSE:GOLF) Q2 2023 Results Conference Call August 3, 2023 8:30 AM ET Company Participants Sondra Lennon – VP, IR and FP&A David Maher – President and CEO Sean Sullivan – CFO Conference Call Participants Amanda Douglas – JPMorgan Joe Enderlin – Stephens Casey Alexander – Compass Point Noah Zatzkin – KeyBanc Randy…
Suzano S.A. (NYSE:SUZ) Q2 2023 Results Conference Call August 3, 2023 9:00 AM ET Company Participants Walter Schalka – CEO Fabio Almeida de Oliveira – Executive Officer, Paper and Packaging Leonardo Grimaldi – Executive Officer, Commercial Pulp Aires Galhardo – Executive Officer, Pulp Operation Marcelo Bacci – CFO, Executive Officer, Finance and IR Luis Renato…
Hellenic Telecommunications Organization S.A. (OTCPK:HLTOY) Q2 2023 Results Conference Call August 3, 2023 10:00 AM ET Company Participants Michael Tsamaz – Chairman and CEO Babis Mazarakis – CFO Evrikos Sarsentis – Head, IR and M&A Conference Call Participants Stamatios Draziotis – Eurobank Equities Patrick Maurice – Barclays Osman Memisoglu – Ambrosia Capital Georgios Ierodiaconou –…
First National Financial Corporation (OTCPK:FNLIF) Q2 2023 Results Conference Call August 2, 2023 10:00 AM ET Company Participants Jason Ellis – President and CEO Rob Inglis – CFO Conference Call Participants Nik Priebe – CIBC Capital Markets Etienne Ricard – BMO Capital Markets Geoff Kwan – RBC Graham Ryding – TD Securities Jaeme Gloyn –…
Exco Technologies Limited (OTCQX:EXCOF) Q3 2023 Results Conference Call August 3, 2023 10:00 AM ET Company Participants Darren Kirk – President and CEO Matthew Posno – CFO Conference Call Participants David Ocampo – Cormark Operator Good day, and thank you for standing by. Welcome to Exco Technologies Limited Third Quarter Results 2023 Conference Call. [Operator…
NACCO Industries, Inc. (NYSE:NC) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Christina Kmetko – IR J.C. Butler – President and CEO Elizabeth Loveman – VP and Controller Conference Call Participants Operator Ladies and gentlemen, thank you for standing by, and welcome to NACCO Industries Q2 2023 Earnings Conference Call….
Solvay SA (OTCQX:SVYSF) Q2 2023 Earnings Conference Call August 3, 2023 8:00 AM ET Company Participants Jodi Allen – Investor Relations Ilham Kadri – Chief Executive Officer Karim Hajjar – Chief Financial Officer Conference Call Participants JP Pandya – On Field Research Chetan Udeshi – JPMorgan Wim Hoste – KBC Peter Clark – Societe General…
PlayAGS, Inc. (NYSE:AGS) Q2 2023 Earnings Conference Call August 3, 2023 5:00 PM ET Company Participants Brad Boyer – Senior Vice President, Investor Relations David Lopez – Chief Executive Officer Kimo Akiona – Chief Financial Officer Conference Call Participants Ed Engel – ROTH MKM Chad Beynon – Macquarie Barry Jonas – Truist Jeff Stantial –…
Turning Point Brands, Inc. (NYSE:TPB) Q2 2023 Earnings Conference Call August 2, 2023 10:00 AM ET Company Participants Louie Reformina – CFO Graham Purdy – CEO Summer Frein – Chief Revenue Officer Conference Call Participants Vivien Azer – TD Cowen Michael Legg – The Benchmark Company Eric Des Lauriers – Craig-Hallum Operator Good morning, and…
Melexis NV (OTCPK:MLXSF) Q2 2023 Earnings Conference Call August 2, 2023 4:30 AM ET Company Participants Marc Biron – Chief Executive Officer Karen Van Griensven – Chief Financial Officer Conference Call Participants Marcel Achterberg – Degroof Petercam Ruben Devos – KBC Securities Marc Hesselink – ING Robert Sanders – Deutsche Bank Nikos Kolokotronis – Van…
Adecco Group AG (OTCPK:AHEXF) Q2 2023 Results Conference Call August 3, 2023 3:00 AM ET Company Participants Benita Barretto – Head, IR Denis Machuel – CEO Coram Williams – CFO Conference Call Participants Catherine Walker – Redburn Andy Grobler – BNP Paribas Exane Suhasini Varanasi – Goldman Sachs Rory McKenzie – UBS Gian-Marco Werro –…
niphon/iStock via Getty Images By Brian Nelson, CFA Stock prices and returns of a company are a function of its cash-based sources of intrinsic value: net cash on the balance sheet and future expected enterprise free cash flows (and changes in them). A stock price is reduced by the amount of a dividend payment once…
Ableimages/DigitalVision via Getty Images Main Thesis & Background The purpose of this article is to evaluate the BlackRock Taxable Municipal Bond Trust (NYSE:BBN) as an investment option. This fund offers exposure in taxable municipal bonds, with an objective to “seek high current income, with a secondary objective of capital appreciation.” As a long-term investor in…
Vitesse Energy, Inc. (NYSE:VTS) Q2 2023 Results Conference Call August 1, 2023 9:00 AM ET Company Participants Ben Messier – Director, IR Bob Gerrity – Chairman and CEO Brian Cree – President Dave Macosko – CFO Conference Call Participants Chris Baker – Evercore ISI Lloyd Byrne – Jefferies Donovan Schafer – Northland Capital Markets Michael…
Perdoceo Education Corporation (NASDAQ:PRDO) Q2 2023 Earnings Conference Call August 3, 2023 5:30 PM ET Company Participants Davis Snyder – Investor Relations Todd Nelson – Executive Chairman Andrew Hurst – President & Chief Executive Officer Ashish Ghia – Chief Financial Officer Conference Call Participants Operator Thank you for standing by. My name is Jordan, and…
Bally’s Corporation (NYSE:BALY) Q2 2023 Results Conference Call August 3, 2023 10:00 AM ET Company Participants Jeff Chalson – Vice President of Corporate Development and Strategy Robeson Reeves – Chief Executive Officer George Papanier – President Marcus Glover – Chief Financial Officer Jama Patel – Vice Chairman Conference Call Participants Barry Jonas – True Securities…
Thermon Group Holdings, Inc. (NYSE:THR) Q1 2024 Earnings Conference Call August 3, 2023 11:00 AM ET Company Participants Ivonne Salem – VP, FP&A and IR Bruce Thames – President and CEO Kevin Fox – SVP and CFO Conference Call Participants Tyler Hutin – William Blair Jonathan Braatz – Kansas City Capital Associates Operator Greetings and…
alexsl The T Investment Thesis Remains Mixed – Not For The Faint Hearted We previously covered AT&T (NYSE:NYSE:T) in July 2023, discussing the impact of the Amazon (AMZN) rumors and Wall Street Journal’s lead-lined cable expose. Combined with the lumpy Free Cash Flow generation, it appeared then that there might be no floor to the…
FreshSplash Investment Outline The history of Premier Inc (NASDAQ:PINC) doesn’t go that far back as it was founded in 2013. This hasn’t meant that PINC hasn’t been able to grow substantially and the market cap right now sits at $3.3 billion even after the share price has declined significantly over the last 12 months, down…
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iSpecimen Inc. (NASDAQ:ISPC) Q2 2023 Earnings Conference Call August 2, 2023 8:30 AM ET Company Participants Phil Carlson – Investor Relations, KCSA Strategic Communications Tracy Curley – Chief Executive Officer and Chief Financial Officer Eric Langlois – Chief Revenue Officer Evan Cox – Vice President of Product Management Conference Call Participants Operator Good day, everyone,…
Tsuji/E+ via Getty Images The XPEV Investment Thesis Remains Robust, But Not At This Inflated Level We previously covered XPeng (NYSE:NYSE:XPEV) in June 2023, discussing its strategic restructuring, including entering the mass market and reducing operational costs. The launch of the XNGP Navigation Guided Pilot software system might also differentiate XPEV from domestic competitors in…
peshkov Oil bulls rejoice Goods things finally appear to be happening for energy bulls. After languishing in mediocrity over the first half of 2023, oil prices now appear to be recovering and could well be setting up for another leg higher. WTI has rallied to roughly $80/bbl in July after trading around the mid-to-high $60s…
Allied Motion Technologies Inc. (NASDAQ:AMOT) Q2 2023 Earnings Conference Call August 3, 2023 10:00 AM ET Company Participants Craig Mychajluk – Investor Relations Richard Warzala – Chairman, President & Chief Executive Officer Mike Leach – Chief Financial Officer Conference Call Participants Greg Palm – Craig-Hallum Capital Group Ted Jackson – Northland Securities Brett Kearney –…
DKosig Fastly (NYSE:FSLY)’s shares soared more than 23% after the cloud edge computing firm presented better than expected second-quarter results on Thursday and submitted a raised revenue outlook for FY 2023. With investor optimism soaring and shares becoming overbought in the short term, I am down-grading FSLY to hold. I previously rated the company a…
KathyDewar Hitachi (OTCPK:HTHIY)(OTCPK:HTHIF) is performing pretty well in some segments that we expected to be particularly problematic. In particular there were worries around electronic businesses that face China, which saw order declines a couple of quarters ago. Tech is decelerating, but the worst of it is in lower margin segments which is decent for mix….
peakSTOCK/iStock via Getty Images Introduction Travere Therapeutics (NASDAQ:TVTX), a San Diego-based biopharmaceutical company, specializes in developing and delivering treatments for rare kidney, liver, and metabolic diseases. They recently received FDA accelerated approval for their lead product, sparsentan, targeting specific kidney disorders, and are also working on other treatments, including genetic disorders. Their efforts include expanding…
APi Group Corporation. (NYSE:APG) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Adam Fee – Vice President of Investor Relations Russell Becker – President and CEO Kevin Krumm – Executive Vice President and Chief Financial Officer Martin Franklin – Board Co-Chairs James Lillie – Board Co-Chairs Conference Call Participants Jonathan…
Laureate Education, Inc. (NASDAQ:LAUR) Q2 2023 Earnings Conference Call August 3, 2023 8:15 AM ET Company Participants Eilif Serck-Hanssen – President, Chief Executive Officer Rick Buskirk – Chief Financial Officer Adam Morse – Senior Vice President, Corporate Finance Conference Call Participants Jeff Silber – BMO Capital Markets Lucas Dai Nagano – Morgan Stanley Operator Good…
OCI N.V. (OTC:OCINF) Q2 2023 Earnings Conference Call August 2, 2023 9:00 AM ET Company Participants Hans Zayed – Global Investor Relations Director Ahmed El-Hoshy – Chief Executive Officer Hassan Badrawi – Chief Financial Officer Conference Call Participants Christian Faitz – Kepler Cheuvreux Rikin Patel – BNP Paribas Waleed Jimma – Goldman Sachs Group, Inc….
Fulcrum Therapeutics, Inc. (NASDAQ:FULC) Q2 2023 Earnings Conference Call August 3, 2023 8:00 AM ET Company Participants Chris Calabrese – LifeSci Advisors, LLC Alexander Sapir – President and Chief Executive Officer Iain Fraser – Interim Chief Medical Officer Gregory Tourangeau – Principal Accounting Officer Conference Call Participants Benazir Ali – Stifel Joseph Schwartz – Leerink…
Columbus McKinnon Corporation (NASDAQ:CMCO) Q1 2024 Earnings Call Transcript August 2, 2023 10:00 AM ET Company Participants Deborah Pawlowski – Head of Investor Relations David Wilson – President and CEO Gregory Rustowicz – CFO Conference Call Participants Matt Summerville – D.A. Davidson Lee Jagoda – CJS Securities Steve Ferazani – Sidoti Walter Liptak – Seaport…
TransAlta Corporation (NYSE:TAC) Q2 2023 Earnings Conference Call August 4, 2023 11:00 AM ET Company Participants Chiara Valentini – Investor Relations John Kousinioris – President and Chief Executive Officer Todd Stack – EVP, Finance and Chief Financial Officer Conference Call Participants Dariusz Lozny – Bank of America Mark Jarvi – CIBC Ben Pham – BMO…
industryview Investment Summary Looking at just the P/E of Diamond Offshore Drilling Inc (NYSE:DO) I think most investors would quite quickly just turn away as it’s sitting at 281. But this is doing an injustice to the company as the earnings going forward are extremely promising. In 2024 the EPS is to jump to $1.39…
anyaberkut Investment action I admire Moody’s (NYSE:MCO) business for its robust pricing influence, dedication to innovation (such as AI) for enhancing operations, and impressive cash generation. Throughout the past ten years, MCO has maintained a consistent pattern of annual growth, except for FY22, which was impacted by a sluggish capital market. Nonetheless, I believe this…
Galeanu Mihai Introduction So far we’ve covered Grab (NASDAQ:GRAB) 7 times since 2021. Throughout our 7 theses, there was a common theme: “Grab’s Leadership Equated To Its Willingness To Spend”. Our verdict was that Grab had to keep spending cash on consumer and partner (drivers) incentives to grow adoption. Should other similar service providers offer…
eyewave Investment action I recommended a buy rating for Nestle (OTCPK:NSRGY) when I wrote about it the last time, as I was cautiously optimistic about the improved visibility into FY23 and the cheap valuation relative to peers. Based on my current outlook and analysis of NSRGY, I reiterate a buy rating. I note that the…