Affirm Holdings, Inc. (NASDAQ:AFRM) Barclays 14th Annual Emerging Payments and FinTech Forum May 15, 2024 2:25 PM ET Company Participants Brooke Major-Reid – Chief Capital OfficerRobert O’Hare – SVP, Finance Conference Call Participants Ramsey El-Assal – Barclays Ramsey El-Assal All right. Our next fireside chat of the day is with the Brooke Major-Reid, Chief Capital…
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,…
wellesenterprises Thesis In my previous article about Nvidia Corporation (NASDAQ:NVDA), I rated the stock as a buy, explaining that the potential downside was very low. Therefore, this was a perfect opportunity to enter and wait for the company to surprise in their Q4 2024 earnings. Needless to say, the company indeed surprised us, and the…
Scott Olson More Than Just A Fun Get Together I have often referred to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meetings as a fun time for shareholders to get together and shop but not necessarily receive new information about the company in the marathon Q&A session. The 2024 meeting was different in that regard. With…
sommart/iStock via Getty Images Introduction I recently read a blurb in an AAII Journal article that referenced research that Lump Sum (LS) investing is better than Dollar Cost Averaging (DCA). I believe I eventually found the referenced piece published by Vanguard. In the research, the authors state, “Lump-sum investment strategies beat common cost averaging investment…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
jetcityimage Introduction It’s time to talk about Norfolk Southern (NYSE:NSC), one of the core holdings in my dividend growth portfolio. Unfortunately, the company has entered rough waters after the pandemic. It struggled with extreme volatility in post-pandemic freight demand and general supply chain challenges. Like its peers, it was hit by consumer weakness and elevated…
David Tran Introduction There aren’t many financial stocks that readers bring up as often as BlackRock (NYSE:BLK), the financial giant that has become one of the titans of the modern financial world. It’s no surprise that readers keep bringing up this stock: It is the biggest ETF provider in the world, even beating Vanguard. While…
CRISPR Therapeutics AG (NASDAQ:CRSP) Annual Needham Virtual Healthcare Conference Call April 10, 2024 11:45 AM ET Company Participants Samarth Kulkarni – Chief Executive Officer and Chairman Conference Call Participants Gil Blum – Needham & Company Gil Blum Good morning, everyone, and thank you for joining us on the Third Day of the Needham Healthcare Conference….
Leading Bitcoin advocates, academics and a bipartisan coalition of United States policymakers are set to gather at the National Press Club Ballroom in Washington, DC for the second annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute (BPI). Bitcoin Magazine is partnering with BPI to host a live stream of the event on its…
honglouwawa This S&P 500 annual return table shows the annual returns for the benchmark for various periods going back to 1/1/2000. From 1/1/2000 through 3/31/2024, the annual return for the S&P 500 is just 7.40%, the only return that looks reasonable the last 23 years. Looking at the S&P 500 annual return data by decade:…
Zephyr18 Time to rethink retirement When my mom passed away in 2012, my dad started to decline quickly, and my brother and I had to go through my parents’ bills and finances. Both my mom and dad worked great jobs for 50 years, but they were never in the top tax bracket. My mom taught…
Cronos Group Inc. (NASDAQ:CRON) Roth MKM 36th Annual ROTH Conference March 18, 2024 11:30 AM ET Company Participants Mike Gorenstein – Chairman, President and CEO Conference Call Participants Bill Kirk – ROTH MKM Bill Kirk All right, our clock is starting here. You guys are in track two. The sponsors, again, are Crow and Pillsbury…
Moderna, Inc. (NASDAQ:MRNA) Barclays 26th Annual Global Healthcare Conference Call March 12, 2024 2:35 PM ET Company Participants Lavina Talukdar – Senior Vice President and Head, Investor Relations Conference Call Participants Gena Wang – Barclays Gena Wang Welcome to Barclays Global Healthcare Conference. My name is Gena Wang. I cover SMID cap biotech. It is…
T-Mobile US, Inc. (NASDAQ:TMUS) Deutsche Bank’s 32 Annual Media, Internet & Telecom Conference Call March 11, 2024 8:50 AM ET Company Participants Jon Freier – President, Consumer Group Conference Call Participants Bryan Kraft – Deutsche Bank Bryan Kraft Okay. All right. Hi, everyone. I’m Bryan Kraft. So I cover the media and telecom cable sectors…
Pfizer Inc. (NYSE:PFE) TD Cowen 44th Annual Health Care Conference March 4, 2024 11:10 AM ET Company Participants David Denton – Chief Financial Officer and Executive Vice President Conference Call Participants Steve Scala – TD Cowen Steve Scala Well, good morning once again. We’re delighted to have Pfizer here at Cowen’s 44th Annual Healthcare Conference….
watchara_tongnoi For the fourth calendar quarter of 2023, an average partnership interest in Artko Capital LP was up 6.9% net of fees. At the same time, investments in the most comparable market indexes-Russell 2000 (RTY), Russell Microcap, and the S&P 500 (SP500, SPX) -were up 14.0%, 16.1%, and 11.7% respectively. For the calendar year of…
3M Company (NYSE:MMM) Barclays 41st Annual Industrial Select Conference February 22, 2024 8:00 AM ET Company Participants Mike Roman – Chairman & Chief Executive Officer Monish Patolawala – President & Chief Financial Officer Conference Call Participants Julian Mitchell – Barclays Julian Mitchell Welcome, everyone, to this morning’s Industrial Select Conference. It’s my pleasure to start…
Walmart will begin its second half century of dividend growth in late February. Alexander Farnsworth/iStock Editorial via Getty Images This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend growth companies. At the end of January, I provided predictions for 20 dividend growth companies that…
shih-wei Dear Investors (to myself as the single LP), We welcome you to Vision Capital’s 2023 annual investor letter. For 2023, Vision Capital returned +69.9% versus the S&P 500’s +24.0%. Since inception 24 March 2017, in TWR terms it has returned a cumulative +184.3% versus the S&P 500’s +103.2% and versus the MSCI World’s +71.7%….
Bloomberg/Bloomberg via Getty Images Introduction I am knee-deep into industrial stocks, as more than 50% of my dividend growth portfolio consists of stocks from that sector. While more than half of this exposure consists of anti-cyclical defense contractor exposure, I own two cyclical machinery giants: Deere & Company (DE) and Caterpillar (CAT). I often make…
Editas Medicine, Inc. (NASDAQ:EDIT) Guggenheim 6th Annual Biotechnology Conference February 7, 2024 9:30 AM ET Company Participants Gilmore O’Neill – President and CEO Conference Call Participants Debjit Chattopadhyay – Guggenheim Debjit Chattopadhyay Good morning. Thank you for joining the Guggenheim Securities Healthcare team at our 6th Annual Conference. I’m Debjit and joining us from Editas…
ADragan/iStock via Getty Images Introduction It’s time to talk about a company I have never discussed before. That company is the T. Rowe Price Group (NASDAQ:TROW), one of the world’s largest asset managers and a company whose stock price has lost roughly half of its value from its prior peak, as we’ll discuss in the…
HUNG CHIN LIU/iStock via Getty Images Thesis In this article, I will evaluate ASML Holding N.V. (NASDAQ:ASML) to ascertain its estimated fair price and gauge its investment potential. Upon employing two models, I have determined that the stock offers an upside ranging from 13.4% to 29.6%, with potential annual returns spanning from 16.8% to 21.5%….
Kena Betancur Introduction Last year, I started covering Abbott Laboratories (NYSE:ABT), a company I should have started covering many, many years ago. However, better late than never, I initiated bullish coverage on March 20 with the title “Abbott Laboratories: A Dividend King At A Discount.” Since then, shares are up 18%, including its dividend. The…
Mondee Holdings, Inc. (NASDAQ:MOND) 26th Annual Needham Growth Conference, NYC January 19, 2024 1:30 PM ET Company Participants Orestes Fintiklis – Executive Vice Chairman Conference Call Participants Bernie McTernan – Needham & Company Bernie McTernan Great, hello everyone. I am Bernie McTernan on the Equity Research Team at Needham & Company covering Internet stocks. My…
atakan/iStock via Getty Images Introduction When it comes to long-term investments, I mainly buy companies that fulfill critical roles in the modern economy. This includes transportation companies, healthcare, defense, financial services, energy, and related. I also try to find a sweet spot between growth and value, as I am neither a pure-play “growth” nor “value”…
Three Images On January the 23rd, Plug Power (NASDAQ:PLUG) will provide its annual business update during a conference call with CEO Andy Marsh and CFO Paul Middleton. Plug Power’s stock has been in very turbulent waters recently. The stock lost almost half of its value during the first weeks of 2024. In this article, I…
CHAO-FENG LIN/iStock via Getty Images PORTFOLIO REVIEW We are pleased with the performance of the portfolios in 2023 and hope you are as well. For the year, all five of our investment strategies posted solid double-digit returns well ahead of inflation and beat their respective benchmarks. We are also pleased with our results in the…
LumiNola Dear Fellow Investor, This is the fourteenth annual letter to owners of Fundsmith Equity Fund (‘Fund’). The table below shows performance figures for the last calendar year and the cumulative and annualised performance since inception on 1st November 2010 and various comparators. % Total Return 1st Jan to 31st Dec 2023 Inception to 31st…
AbbVie Inc. (NYSE:ABBV) J.P. Morgan 42nd Annual Healthcare Conference January 10, 2024 11:15 AM ET Company Participants Rob Michael – President and Chief Operating Officer Jeff Stewart – Chief Commercial Officer Roopal Thakkar – Chief Medical Officer Conference Call Participants Chris Schott – J.P.Morgan Chris Schott Good morning, everybody. I’m Chris Schott at J.P.Morgan, and…
Editas Medicine, Inc. (NASDAQ:EDIT) J.P. Morgan 42nd Annual Healthcare Conference January 9, 2024 7:30 PM ET Company Participants Gilmore O’Neill – CEO Baisong Mei – CMO Erick Lucera – CFO Conference Call Participants Brian Cheng – J.P. Morgan Brian Cheng Good afternoon. Thanks for joining us for another session at the 42nd J.P. Morgan Healthcare…
Teladoc Health, Inc. (NYSE:TDOC) 42nd Annual JPMorgan Healthcare Conference January 9, 2024 4:30 PM ET Company Participants Jason Gorevic – CEO Conference Call Participants Lisa Gill – JPMorgan Lisa Gill Good afternoon. My name is Lisa Gill, and I am the Head of Healthcare Services at JPMorgan. With me this afternoon, I have Teladoc Health….
Cardinal Health, Inc. (NYSE:CAH) J.P. Morgan 42nd Annual Healthcare Conference January 9, 2024 5:15 PM ET Company Participants Lisa Gill – Managing Director at JPMorgan Conference Call Participants Jason Hollar – CEO Aaron Alt – CFO Lisa Gill Good afternoon and thank you for joining us. My name is Lisa Gill and I head the…
Revvity, Inc. (NYSE:RVTY) 42nd Annual J.P. Morgan Healthcare Conference January 9, 2024 1:30 PM ET Company Participants Prahlad Singh – President and Chief Executive Officer Conference Call Participants Rachel Vatnsdal – JPMorgan Chase & Co. Rachel Vatnsdal Hi, good afternoon, everyone. This is Rachel Vatnsdal from the Life Science Tools and Diagnostics team here at…
Thermo Fisher Scientific, Inc. (NYSE:TMO) 42nd Annual J.P. Morgan Healthcare Conference January 9, 2023 11:15 AM ET Company Participants Marc Casper – Chief Executive Officer Conference Call Participants Rachel Vatnsdal – J.P. Morgan Rachel Vatnsdal Perfect. Good morning everyone. This is Rachel Vatnsdal from the Life Science Tools and Diagnostics team here at J.P. Morgan….
NVIDIA Corporation (NASDAQ:NVDA) J.P. Morgan 42nd Annual Healthcare Conference January 8, 2024 1:30 PM ET Company Participants Kimberly Powell – Vice President of Healthcare Conference Call Participants Harlan Sur – J.P. Morgan Harlan Sur All right. Good morning. And welcome to the first day of J.P. Morgan’s 42nd Annual Healthcare Conference here in San Francisco….
Mario Tama Overview MO stands for “Must Own”: a popular comment here. This is for good reason, too! With a dividend yield of 9.4% and 54 years of consecutive dividend raises, it’s no wonder MO is a popular choice amongst dividend investors. I recently wrote an article on Philip Morris (PM) where a lot of…
* Portfolio Information as of October 31, 2023. Past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the…
In an culmination of efforts at the intersection of Bitcoin and Artificial Intelligence (AI), the “Nexus – Bitcoin & AI Industry Report” has been unveiled by Spirit of Satoshi, the world’s first Bitcoin centric AI, highlighting significant advancements and debunking misconceptions within these realms. The report’s core emphasis revolves around the convergence of 280 participants…
rancho_runner Introduction 53%. That’s how much industrial exposure I have in my dividend (growth) portfolio, which holds almost my entire net worth. The S&P 500 has just 9% industrial exposure. Although industrial exposure is very cyclical, I have limited the cyclical risks of my portfolio, as more than half of my industrial exposure consists of…
Fischerrx6 Introduction As we head into the last trading days of 2023, I wanted to cover a stock I haven’t discussed before on Seeking Alpha. That company is Merck & Co. (NYSE:MRK), a drug manufacturer with a market cap of more than $270 billion. The reason why I never covered MRK is because I thought…
With November’s finalized Eurozone Consumer Price Index (CPI) settled at 2.4%, the Core CPI (excluding energy, food, alcohol, and tobacco) stood at 3.6%. In November 2023, prices across a diverse range of goods and services in the Eurozone area experienced a notable decline compared to October. According to new data published by Eurostat, the statistical…
_laurent Introduction It’s time to talk about a company I haven’t been able to add to my portfolio this year for two reasons. It did not offer a good buying opportunity recently, as it had a stellar performance in 2023. I haven’t figured out which stocks on my watchlist will become long-term members of my…
Merck & Co., Inc. (NYSE:MRK) 6th Annual Evercore ISI HealthCONx Conference Transcript November 30, 2023 1:20 PM ET Executives Dr. Eliav Barr – Senior Vice President, Head, Global Clinical Development and CMO Peter Dannenbaum – Vice President, Investor Relations Analysts Umer Raffat – Evercore Umer Raffat Thank you. Listen, thank you guys for being here….
Stryker Corporation (NYSE:SYK) 6th Annual Evercore ISI HealthCONx Conference November 29, 2023 1:20 PM ET Company Participants Glenn Boehnlein – CFO Jason Beach – Head, IR Conference Call Participants Vijay Kumar – Evercore ISI Vijay Kumar Stryker this afternoon. We have Glenn Boehnlein, CFO; and Jason Beach, who heads Investor Relations. I’m Vijay Kumar, I…
Western Digital Corporation (NASDAQ:WDC) Wells Fargo 7th Annual TMT Summit November 28, 2023 4:30 PM ET Company Participants Wissam Jabre – EVP and Chief Financial Officer Conference Call Participants Aaron Rakers – Wells Fargo Aaron Rakers So why don’t we go ahead and get started. So I’m Aaron Rakers. I’m the IT hardware and semiconductor…
Gilead Sciences, Inc. (NASDAQ:GILD) 6th Annual Evercore ISI HealthCONx Conference November 28, 2023 1:20 PM ET Company Participants Andrew Dickinson – Chief Financial Officer Conference Call Participants Umer Raffat – Evercore ISI Umer Raffat Let’s get ahead and get started. Thank you all for being here. Pleasure to have Gilead management here. There’s a lot…
Group4 Studio/iStock via Getty Images Investment Thesis In my prior article on Berry Global (NYSE:BERY), I emphasized that the core of the thesis lies in observing consistent positive changes quarter after quarter. This shift marks a departure from the prior capital allocation strategies that eroded value by incurring substantial debt and engaging in acquisitions that…
Olivier Le Moal By Matt Wagner, CFA When will international equities outperform the U.S.? This seems to be a constant refrain from investors over the last decade. Owing to outperformance in the fourth quarter of 2022, the MSCI EAFE has clung onto a trailing 12-month advantage over the S&P 500 of more than 4%.1 Without…
