nuttapong punna/iStock via Getty Images Taysha Gene Therapies (NASDAQ:TSHA) has made great progress recently in advancing its gene therapy known as TSHA-102 for the treatment of patients with Rett Syndrome. Despite only having data from one patient so far, with a second expected to start dosing in Q3 of 2023, the data shown thus far…
Liuhsihsiang Uncertainty has been a watchword in the manufacturing space for a while now, and the results at Hurco (NASDAQ:HURC) certainly reflect that. When I last wrote about this small manufacturer of machine tools, I was concerned about an ugly near-term outlook for manufacturing tool demand in North America and Western Europe and the likelihood…
Mariana Mikhailova In a rising rate environment, dividend bearing stocks are decidedly out of favor. Although the S&P 500 is up by double-digits in 2023, dividend stocks suffered the worst first-half performance since 2019. Count me as one that seeks to invest in top-notch companies when they are shunned by the market. And where can…
Oil field site, in the evening, oil pumps are running, The oil pump and the beautiful sunset reflected in the water zhengzaishuru It has been a while since I have posted on Seeking Alpha. I took a few years off to focus and understand what was going on in the world and now I’m back….
winhorse/E+ via Getty Images I am giving Canterbury Park Holding Corporation (NASDAQ:CPHC) a HOLD rating because I think that the stock is currently overvalued from a liquidation as well as from a discounted cash flow standpoint. Currently CPHC is not allowed to have slot machines in their casino as they have been exclusively licensed to…
OneSoft Solutions Inc. (OTCQB:OSSIF) Q2 2023 Earnings Conference Call August 17, 2023 11:00 AM ET Company Participants Sean Peasgood – Investor Relations Brandon Taylor – President and COO Dwayne Kushniruk – CEO Paul Johnston – CFO Conference Call Participants Operator Good morning and thank you for joining us for OneSoft Solutions Inaugural Financial Conference Call…
Supertruper REITs have made a comeback in recent weeks, as fears around a ‘higher for longer’ interest rate environment have subsided. It pays, however, to remain cautious, as the recovery may still be too early to tell. Perhaps that’s why higher risk segments like hotels and office properties remain priced well below where they were…
hapabapa The following segment was excerpted from this fund letter. During the quarter, we reinvested back in Tencent (and proxy Prosus) primarily because we’re observing another pattern from our playbook that we cited in our last letter: the idea that advertising is a helpful ‘switch’ that can be ‘turned on’ to enhance margins when they’re…
blackdovfx Value equities and equity segments have had a terrible year, with most moderately underperforming the S&P 500, significantly underperforming the Nasdaq-100. Latin American stocks and funds, including the iShares Latin America 40 ETF (NYSEARCA:ILF), have been one of the few exceptions, with these very slightly underperforming relative to U.S. equities YTD. Latin American equity…
Erikona Investment Thesis There have been numerous articles published on Seeking Alpha analyzing PayPal (NASDAQ:PYPL). Most discussions appropriately touched on PYPL’s share buyback program, their collaboration with KKR to sell buy-now-pay-later (BNPL) debt, the sale of Happy Returns, the new management team, opportunities with Braintree’s unbranded checkout solutions, and PYPL’s leadership position globally. While these…
Peshkova Shares of biotechnology companies have been lagging behind the S&P 500 Index (SP500). Since we initiated our bullish view on the SPDR S&P Biotech ETF (NYSEARCA:XBI) with a “Buy” rating in December 2022, the S&P 500 Index has surged by a whopping 33.5% while the XBI has only risen by 13.7%. XBI) since we…
A previously little-seen video of the late Hal Finney, a pioneering figure in the world of Bitcoin, has surfaced, shedding light on his groundbreaking work on cryptographic protocols, and giving a rare glimpse of his humanity. In the video, recorded at the Crypto 98 conference, Finney is seen discussing zero-knowledge proofs, offering a glimpse of…
A staggering 98% member of the PancakeSwap community voted in favour of reducing the CAKE supply by 300 million resulting into a strong surge in the CAKE price. PancakeSwap, a prominent decentralized exchange, has successfully concluded a proposal to reduce the maximum supply of its native token CAKE from 750 million to 450 million, garnering…
Despite the market slowdown, OpenAI continues with aggressive hiring by strategically leveraging the growing interest in AI technology. OpenAI is said to be presenting substantial compensation packages, reaching as high as $10 million, to entice top researchers away from Google, as per a report from The Information. This marks OpenAI’s ongoing efforts to recruit talent…
The downtime for the Tesla factory upgrades caused the decline in production and deliveries of electric vehicles in the third quarter compared to the second and first quarters. Tesla Inc (NASDAQ: TSLA) shares closed Monday trading at $251.60, up 0.55 percent from the day’s opening price. The slight gain added to the impressive YTD performance…
Yarygin The cannabis sector is slowly emerging from its long period of prohibition, and investment opportunities are turning heads. Retail investors believe in the industry’s future and want to participate before regulations change. The institutions covering the sector are keeping a close eye on it even if most have yet to dip their toes in….
Hypoport SE (OTCPK:HYPOF) Q2 2023 Earnings Conference Call August 14, 2023 11:00 AM ET Company Participants Ronald Slabke – CEO Operator Dear, ladies and gentlemen, welcome to the Webcast Results Q2 2023 of Hypoport SE. At our customers’ request, this conference will be recorded. [Operator Instructions]. May I now hand you over to Ronald Slabke,…
courtneyk Introduction The share price of Forrester Research (NASDAQ:FORR) has seen quite the tumble over the past 24+ months, down nearly 70% from the start of 2022. Investors have been evidently displeased and looking at the numbers, it’s not hard to see why. Notwithstanding some growth in 2022, both sales and earnings have been declining…
Anoma Foundation’s Namada launches its RPGF airdrop to eligible participants on the network. In a press release this Wednesday, Anoma Foundation, the parent developer of the Namada ecosystem, announced its Namada RPGF (Retro Public Good Funding) airdrop for communities and individuals who helped in building and funding public goods. The RPGF Drop aims to disburse…
Cristi Croitoru Investment thesis I upgrade my rating on Oracle Corporation (NYSE:ORCL) to Buy from Hold and update my revenue and EPS estimates following the company’s mixed fiscal Q1 earnings report and disappointing Q2 guidance. It is still one of the best-positioned cloud service providers in the potential artificial intelligence, or AI, market and I…
tupungato/iStock Editorial via Getty Images The Italian luxury menswear fashion company Ermenegildo Zegna (NYSE:ZGN) has risen by 31% since I last wrote about it in January this year. The rise started in earnest in June, following its touching the lowest level of USD 11.1 for 2023 in May, to rise by a massive 37% increase….
miniseries In January, I started coverage of MoneyLion (NYSE:ML) with a “Buy” rating, noting the company has low customer acquisition costs and solid cross-selling opportunities. The stock is up over 20% since then. With the company recently reporting its Q4 results, let’s catch up on the name. Company Profile As a refresher, ML offers a…
banjongseal324/iStock via Getty Images Editas Medicine, Inc. (NASDAQ:EDIT) is gearing up for several inflection points in 2024, and I believe that if positive outcomes are achieved for all of them, then that would mean an increase in value for the company and its shareholders. In particular, there are two lead programs that are being advanced…
Intuitive Surgical, Inc. (NASDAQ:ISRG) 2023 Wells Fargo Healthcare Conference Transcript September 7, 2023 3:00 PM ET Executives Jamie Samath – Senior Vice President and CFO Brian King – Treasurer and Head, Investor Relations Analysts Larry Biegelsen – Wells Fargo Larry Biegelsen Good afternoon. I am Larry Biegelsen, the Medical Device Analyst at Wells Fargo and…
Cushman & Wakefield plc (NYSE:CWK) Q1 2024 Earnings Conference Call April 29, 2024 5:00 PM ET Company Participants Megan McGrath – Head of Investor RelationsMichelle MacKay – Chief Executive OfficerNeil Johnston – Chief Financial Officer Conference Call Participants Anthony Paolone – J.P. MorganMichael Griffin – CitiAlex Kramm – UBSRonald Kamdem – Morgan StanleyPatrick McIlwee –…
Denis Torkhov I don’t know about you, but when I look at a road or a building or a bridge or some other structure, it is sometimes easy to forget all that goes into the construction that comprises the world we know today. But when you really sit back and think about it, it’s remarkable…
Stock futures are mixed after the Dow Jones Industrial Average closed its best month in more than a year. On Friday, December 1, US Treasury yields remained without serious changes as investors were looking forward to hearing comments from Federal Reserve Chairman Jerome Powell. The behavior of stock futures this morning is mixed. Yesterday Dow…
Marco VDM/E+ via Getty Images Jumia (NYSE:JMIA) is an e-commerce company focusing on the Pan-African market, founded in 2012. Since a few years ago, it has also made an expansion into logistics and payment businesses. The company generates the majority of its revenue from the operations in West and North Africa. As per its 20F,…
PM Images KMI stock is not loved by Wall Street The thesis of this article is quite straightforward. I will A) share my thoughts on why Kinder Morgan (NYSE:KMI) is not loved by Wall Street, and B) explain why Wall Street will regret it. The chart below shows Wall Street analysts’ ratings for KMI stock….
Ole_CNX Investment Thesis Earlier in November, I covered Google (NASDAQ:GOOG) where I discussed the company’s strong balance sheet and potential for high shareholder returns. In this article, I will discuss the company’s recent launch of its AI system, Gemini. This is an important development and shows significant strides Google has been making in AI. Gemini’s…
Vacasa, Inc. (NASDAQ:VCSA) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Ryan Domyancic – Investor RelationsRob Greyber – Chief Executive OfficerBruce Schuman – Chief Financial Officer Conference Call Participants Jed Kelly – OppenheimerBen Miller – Goldman SachsDoug Mankoff – J.P. Morgan.Bernie McTernan – Needham & CompanyLee Horowitz – Deutsche BankNicholas…
Andrii Dodonov When I last covered the PIMCO Dynamic Income Fund (NYSE:PDI), I rated the 14% yielding ETF a buy, on the grounds that it paid lots of income and stood to benefit from coming rate cuts. The high yield is still on offer, but the prospect of capital gains brought on by rate cuts…
imaginima Plains All American (NASDAQ:PAA) is a relatively large-scale MLP with a market cap of just over $12.5 billion. It owns and operates midstream energy infrastructure based in the United States and to a lesser degree in Canada. The main segments are pipeline transportation and storage of crude oil and NGL, where the crude oil…
jetcityimage Investment Thesis I last covered Snap-on (NYSE:SNA) in October last year. While the company was doing alright for some time, the stock has given up most of its gains after its recent earnings release. Snap-on Incorporated faced challenges related to customer demand changes, especially in its Tools business last quarter. However, I believe we…
ValeryEgorov Step one: Wide-moat stocks with 5-star and 4-star ratings Historical evidence says that while quality alone is a poor indicator of outperformance, when combined with a decent valuation filter, Morningstar’s moat rating proves to be more than useful. Based on the available data, stocks with a wide-moat rating that also fit into the 4-…
Getty Realty Corp (NYSE:GTY) Q3 2023 Earnings Conference Call October 26, 2023 8:30 AM ET Company Participants Joshua Dicker – Executive Vice President, General Counsel and Secretary Christopher Constant – President and Chief Executive Officer Mark Olear – Executive Vice President and Chief Operating Officer Brian Dickman – Executive Vice President, Chief Financial Officer and…
Reactions from the crypto community have been mixed, with some viewing Tether’s actions positively in terms of encouraging wider adoption and demonstrating improved oversight within the stablecoin market. In an unexpected move, the USDT stablecoin issuer Tether froze 161 Ethereum wallets that were found to be linked to individuals on the US Treasury Department’s Office…
Daniel Grizelj We previously covered Airbnb (NASDAQ:ABNB) in October 2023, discussing how the supply glut was part of the management’s strategy to drive affordability across its listings, which was especially important during these uncertain macroeconomic environment. However, despite its growing profitability, we had maintained our Hold rating then, since it remained to be seen if…
G42’s recent partnership with OpenAI shows the company’s dedication to fostering AI adoption in the UAE. OpenAI, the brains behind the creation of the popular artificial intelligence (AI) tool, ChatGPT has entered into a strategic partnership with Abu Dhabi’s technology conglomerate G42. In an announcement on Wednesday, the company said that the new collaboration will…
Melpomenem Varonis (NASDAQ:VRNS) reported its second quarter 2023 (Q2) financial results on July 31 when it missed both the revenue and EPS estimates. Despite this bad performance, its shares climbed from around $28.7 to $31 in the immediate aftermath of the announcement which makes you wonder whether, behind these disappointing results, there is not something…
Michael Fischer Cronos Group Inc. (NASDAQ:CRON) is expected to report its Q3 earnings results pre-market on Wednesday, November 8th. Analysts expect the company to lose money on both GAAP and Non-GAAP basis on the back of $20.03 million in revenue. CRON Q3 Preview (Seekingalpha.com) Headquartered in Toronto, Canada, Cronos Group Inc, is an “innovative global…
RiverNorthPhotography/E+ via Getty Images Is This A Turning Point For Bonds To Lead? Heightened geopolitical fronts and deflated hopes for lowering interest rates held the S&P 500 index (or SPDR S&P 500 ETF, SPY) under pressure, pulling the benchmark down below 5,000 for the first time since February to a sixth consecutive slide, its weakest…
Thapana Onphalai/iStock via Getty Images A Quick Take On OneSpan OneSpan Inc. (NASDAQ:OSPN) provides organizations with security, identity verification and eSignature solutions. I previously wrote about OneSpan with a Hold outlook. Company leadership appears to now manage the company more for profitability than growth. Until we see those results in a meaningful way, I remain…
Stellar Development Foundation said that the investment in MoneyGram in growing its digital business, researching blockchain technology, and contributing in other ways. On Tuesday, August 15, cross-border payments platform Stellar announced its decision of investing in the global money-transfer company MoneyGram International. By using money from its own treasury for investment, the Stellar Foundation becomes…
Moody’s is watching the banking sector and has already cut its ratings on several institutions because of ongoing economic headwinds. Bond credit rating platform Moody’s Investors Service has reduced its ratings of several banks in the US. In addition to the cut in these ratings, Moody’s also put several banks under review for possible rating…
Joe Raedle Papa John’s (NASDAQ:PZZA) is addressing lagging commissary margins with a new system that it is rolling out now. It expects that over the next 4 years, it will double commissary margins, which should have a welcome effect on operating income growth, excluding the fact that it is also doing a decent job of…
e-crow Introduction Last year presented a checkered landscape for the oilfield equipment and services industry, with the U.S. market experiencing notable weaknesses, contrasted by robustness in international and offshore sectors. Despite these challenges, NOV Inc. (NYSE:NOV) didn’t just hold its ground; it thrived, as its earnings were buoyed by solid international and offshore demand —…
da-kuk The iShares India 50 ETF (NASDAQ:INDY) is performing well, but has already come a long way in the last 12 months and is approaching the all-time high of $53.83. With two major drivers in focus – the election in May and the Reserve Bank of India shifting to a more dovish stance – the…
Guild Holdings Company (NYSE:GHLD) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Nikki Sacks – IRTerry Schmidt – CEODavid Neylan – PresidentDesiree Elwell – CFO Conference Call Participants Don Fandetti – Wells FargoKyle Joseph – JefferiesRick Shane – JPMorganEric Hagen – BTIG Operator Good afternoon, ladies and gentlemen, and welcome…
Polkadot, the blockchain interoperability platform, is entering the world of gaming through a strategic collaboration with Parity Technologies and Unity Games. This partnership facilitates Polkadot’s integration with the game engine that powers popular titles such as Pokémon Go and Call of Duty Mobile. Unity Games, a leading software development kit (SDK) provider for game developers,…