Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q1 2024 Earnings Conference Call May 2, 2024 4:30 PM ET Company Participants Susan Morrison – Executive Vice President and Chief Administrative Officer.John Sheridan – President and Chief Executive OfficerLeigh Vosseller – Executive Vice President and Chief Financial Officer Conference Call Participants Steve Lichtman – OppenheimerBrooks O’Neil – Lake Street…
champpixs Robert Shiller’s cyclically adjusted price-to-earnings ratio (CAPE) is approaching historically high levels. In fact, CAPE’s current value has been exceeded only twice since 1900. But should you care? Investment professionals know that despite CAPE’s historical tendency to anticipate equity market returns, it isn’t a reliable market-timing tool. The evidence discussed here offers a possible…
Daniel Grizelj/DigitalVision via Getty Images Healthcare is a sector that has consistently demonstrated strong historical growth and is projected to continue growing. The sector’s ability to innovate and adapt to changing market conditions and regulatory environments makes it a big area to focus on for investors, but like all sectors, has been large-cap momentum dominant….
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….
FotografiaBasica Altria Group, Inc. (NYSE:MO) attracts a lot of interest for its high dividend yield. Many investors – including users here on Seeking Alpha – who don’t already hold it seem at least interested in holding the stock for the yield. But skeptics have been increasingly asking one question in particular: Why hold a stock…
Darren415 Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…
MediaProduction Investment thesis Okay, admitted: This one’s a troubled child. At one point in 2015, the common stock of Assertio Holdings, Inc. (NASDAQ:ASRT) traded at ~$130. Less than a year later it had lost more than half of that value, and with the exception of a spike in late 2016, Assertio’s share price has known…
In 2021, Bank of America’s equivalent of the North American air defence system started flashing warning lights. “Norad”, as Glass, the bank’s market analytics platform trained to predict volatility is nicknamed internally, was pointing to a sharp rise in short-term interest rates. BofA switched the positioning of its trading book and told clients to do…
Darren415 Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add some historical context…
jacoblund/iStock via Getty Images Late in 2021, I believed that Edgewell Personal Care (NYSE:EPC) was taking care when the business acquired Billie, marking an interesting bolt-on transaction. The goal was to add an interesting and growing player to revamp the lack of organic growth, but this has not really turned out that way. Amidst stagnant…
Asawin_Klabma/iStock via Getty Images Dear Baron Health Care Fund Shareholder: Performance In the quarter ended September 30, 2023, Baron Health Care Fund® (the Fund) declined 6.05% (Institutional Shares), compared with the 3.88% loss for the Russell 3000 Health Care Index (the Benchmark) and the 3.27% loss for the S&P 500 Index. Year-to-date through September 30,…
Darren415 Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add some historical context…
andresr Topline Summary Atossa Therapeutics (NASDAQ:ATOS) in a biotech company focused on the development of a novel hormone therapy for women with the most common subgroup of breast cancer: hormone receptor-positive disease. Although they have funds to continue for a few more years, the indications they’re chasing are going to be very tough, with a…
ljubaphoto The Health Care sector struggled mightily through mid-July this year. A risk-on trade favored mega-cap growth through May, then cyclicals and small caps took the lead as the summer got going. Over the last month, though, some defensive areas, including Health Care, have shown some alpha. I assert that relative strength can continue. I…