hapabapa/iStock Editorial via Getty Images Cisco Systems, Inc. (NASDAQ:CSCO) is looking very well-positioned after beating analyst expectations in the company’s most recent earnings report, despite showing the largest declines in revenue seen in 15 years. During the fiscal third-quarter period, Cisco recorded per-share earnings of $0.88 (surpassing analyst estimates of $0.82) alongside revenues of $12.7…
Installed Building Products, Inc. (NYSE:IBP) Q1 2024 Earnings Conference Call May 9, 2024 10:00 AM ET Company Participants Darren Hicks – Managing Director-Investor RelationsJeff Edwards – Chairman and Chief Executive OfficerMichael Miller – Chief Financial OfficerJason Niswonger – Chief Administrative and Sustainability Officer Conference Call Participants Michael Rehaut – JPMorganStephen Kim – Evercore ISITrey Grooms…
Tony Anderson April 22nd ended up being a really interesting day for shareholders of Quanex Building Products (NYSE:NX). This is because the company, which focuses on the production and sale of components for OEMs (original equipment manufacturers) in the building products industry announced a rather major acquisition. This move will significantly increase the size of…
JamesBrey Investing in high-yield, low-risk dividend stocks is a popular strategy with many retirees and conservative-oriented investors due to its focus on generating dependable passive income while simultaneously preserving or even growing principal over the long term. In contrast to growth stocks that generate their entire total return through capital appreciation, dividend stocks generate total…
PM Images/DigitalVision via Getty Images Introduction Over the past few years, I have increasingly focused on one major issue: the looming retirement crisis. Although every time I use the word “crisis” in a title, I feel guilty of clickbait, there’s no denying that it’s an appropriate use of the word, as we’re increasingly moving to…
hapabapa German sportswear giant PUMA SE (OTCPK:PMMAF)’s stock has dropped by 7.83% since releasing its FY2023 earnings results one month ago. Over the last year, there has been a lot of price volatility, and the stock has lost 28.80% in value. Despite headwinds, FY2023 was relatively successful, increasing its top line by 6.6% YoY, significantly…
AdShooter/E+ via Getty Images The Cornerstone funds, CLM and CRF, are some of the oldest CEFs that trade on the stock market. The original Cornerstone Total Return Fund (NYSE:CRF) began trading on the NYSE in May 1973. Although the fund’s stated investment objective is capital appreciation with a secondary goal of current income, many investors…
annopk/iStock Editorial via Getty Images Investment Thesis: I take a bullish view on BMW Group given strong growth in revenue as well as further anticipation of growth with the upcoming Neue Klasse model releases. Bayerische Motoren Werke or BMW Group (OTCPK:BMWYY) is a stock that saw a strong recovery post-COVID as a result of significant…
insta_photos/iStock via Getty Images Investment Thesis As Noah Holdings (NYSE:NOAH) nears new 52 weeks lows, the business becomes significantly undervalued with a consistent earnings power and sticky client base. I think the company continues to provide value to shareholders by leveraging its reputation, giving generous capital returns, and creating a sticky client base. Despite being…
jacoblund/iStock via Getty Images Investment Thesis Have you ever imagined having a diversified dividend portfolio that not only offers an elevated likelihood of favorable investment results due to its reduced risk level, but also the potential to enhance your lifestyle? For example, allowing you to attend your favorite team’s next baseball, basketball, or football game…
Bilanol/iStock via Getty Images Shares of Owens Corning (NYSE:OC) have risen to fresh all-time highs. A rather stagnant stock and business in the 2010s has really come to life post-pandemic, as it simply has become a better business with a real focus on ESG, insulation and the energy transition. Structural sales growth, margin expansion and…
Justin Sullivan The Invesco Building & Construction ETF (PKB) was a surprising winner in 2023 with shares up more than 50% and currently trading near an all-time high. Despite high interest rates and a challenging environment for real estate, the leading U.S. construction and engineering companies ultimately benefited from resilient economic conditions. Acknowledging what has…
gorodenkoff Key Highlights Strategic Refocus towards Core Assets has created a resilient and profitable Portfolio in Key Defense Growth Areas Since the L3 and Harris merger in 2019, L3Harris Technologies, Inc. (NYSE:LHX) has divested c.$2.9bn in non-core assets, latest of which the (pending) $800MM sale of its commercial aviation solutions business announced in November. Simultaneously,…
onurdongel Introduction As the United States enters a phase of intensified investment in infrastructure, the role of Ferguson Plc (NYSE:FERG) becomes increasingly important. Specializing in distributing various plumbing and heating supplies, Ferguson is a significant entity in the supply chain for infrastructure projects. Originating from a background in sheep shearing machinery, the company’s journey to…
William_Potter Investment Thesis Not all investors have the time and willingness to build a portfolio that consists of an extensive number of companies to ensure a good level of diversification. Doing so implies a diminished risk-profile for your portfolio and an elevated chance of favorable investment results. For this reason, in today’s article, I will…
Roman Samokhin/iStock via Getty Images Topline Summary Merus N.V. (NASDAQ:MRUS) is a biotech based out of the Netherlands leading the development of a novel class of bispecific antibodies. If you pay attention to oncology, you already know that this is not a brand new concepts, as we’ve had bispecific T-cell engagers for years in certain…
akinbostanci Introduction During my work as a financial adviser, I have run across hundreds of model portfolios from dozens of firms. I’ve used them with dozens of clients. I was never really satisfied with the end results, but didn’t have much better to offer them. This is the second model I am writing about. The…
Jun Because of the unusual arbitrage situations that are appearing in the crypto-related closed-end funds driven by rapid price changes and uncommon limits to arbitrage due to different geographic regulations or accessibility of markets, I’m swamped looking at a lot of these types of funds. Another one I’ve come across is the Bitwise 10 Crypto…
Tutye Grifols (NASDAQ:GRFS) is an equity story that we particularly like, and in the past month, there have been two relevant news stories to report. As has often been the case, we believe that sell-side analysts are not looking forward. At the same time, we think this is a relatively attractive and straightforward investment. Grifols’…
Altayb There are as many prudent dividend strategies as there are dividend investors. However, in this report, we review three specific income-focused portfolio strategies, including: (1) monster big yields, (2) dividend growth investing, and (3) build-your-own income (we’ll explain). Next, we dive into the details on two monster big-yield closed-end funds (“CEFs”) from PIMCO, including…
Installed Building Products, Inc. (NYSE:IBP) Q3 2023 Earnings Conference Call November 8, 2023 10:00 AM ET Company Participants Darren Hicks – Investor Relations Jeff Edwards – Chairman and Chief Executive Officer Michael Miller – Chief Financial Officer Jason Niswonger – Chief Administrative and Sustainability Officer Conference Call Participants Reuben Garner – Benchmark Company Stephen Kim…
tumsasedgars/iStock via Getty Images It has been a few months since I wrote about the Medicare plan broker GoHealth (NASDAQ:GOCO), and a good deal has changed in the interim, primarily the end of negotiations for possible buyout at $20 per share. With third quarter results due out this week, it is a good time to…
Aside from announcing the new tool, OpenAI executives also shared valuable insights into future AI models. OpenAI is working on a new tool capable of detecting AI-generated images with remarkable accuracy levels. Mira Murati, the Chief Technology Officer of OpenAI, shared this development while speaking at the Wall Street Journal’s Tech conference in Laguna Beach,…
Community is crucial and that never has been clearer to me than it was this last month, as wildfires claimed 10,000 hectares of the area around my home, leaving many people with nothing except the clothes they were wearing when they escaped. At its peak, our fire was being fought by firefighters from all over…
onurdongel Summary This post is to provide an update on my thoughts on the business and stock of Installed Building Products, Inc. (NYSE:IBP). IBP specializes in insulation installation for residential and commercial builders across the contiguous United States. They also offer a diverse range of installation services for various related building products. These services are…
porcorex Introduction Over the coming months, I will have a series of articles discussing how to build a balanced retirement portfolio using Business Development Companies (“BDCs”) common stocks currently yielding almost 12% and their safer notes – baby bonds/preferred shares with yield-to-maturities ranging from 6.5% to 9.0%. This article discusses Blackstone Secured Lending (NYSE:BXSL) currently…
solvod I’m a dividend growth investor. Often, people think that being a DGIer necessarily means investing in very low-yielding but high-growth stocks such as those found in the sub-2%-yielding Vanguard Dividend Appreciation ETF (VIG) or WisdomTree US Quality Dividend Growth ETF (DGRW). Those who invest in stocks with yields in the neighborhood of 4%, 5%,…
Quanex Building Products Corporation (NYSE:NX) Q3 2023 Earnings Conference Call September 1, 2023 11:00 AM ET Company Participants Scott Zuehlke – Senior Vice President, Chief Financial Officer and Treasurer George Wilson – President and Chief Executive Officer Conference Call Participants Steven Ramsey – Thompson Research Group Julio Romero – Sidoti and Company Operator Good day…
PM Images At the beginning of this year, I wrote an article focusing on Pure Storage, Inc. (NYSE:PSTG) and its strategic positioning within the data-driven landscape. The company has consistently exceeded EPS expectations for the past sixteen quarters and is set to release its Q2 2024 financial results on August 30. As a leading figure…
Matteo Colombo Introduction Although I own a number of higher-yielding investments, my investment strategy is mainly focused on dividend growth. Despite that focus, I have a wide range of higher-yielding stocks on my radar. One of them is Camden Property Trust (NYSE:CPT), one of the best-performing REITs on the market. This company has an impressive…
tadamichi Introduction I have a love-hate relationship with the Vanguard Real Estate ETF (NYSEARCA:VNQ) – although I would replace hate with somewhat dislike. As most of my readers know, I do not usually buy ETFs. I prefer to buy single stocks, as it’s way more fun. I also believe that I can outperform most benchmark…
ronstik/iStock via Getty Images Investment thesis Installed Building Products, Inc. (NYSE:IBP) IPO in 2014. By 2022, its revenue had increased by 5-fold while its total assets had risen by 8 times. But the growth came from a combination of acquisitions and tailwinds from a growing construction sector. Since its IPO, it undertook 74 acquisitions spending…
Eoneren/E+ via Getty Images By Jim Madden, Tony Tursich, and Beth Williamson In 2021, the operations of buildings accounted for 30% of global final energy consumption. This share is expected to increase in the coming decades as the global population grows and becomes more urbanized. Given the global focus on reducing energy use, there are…