Stay informed with free updates Simply sign up to the Global Economy myFT Digest — delivered directly to your inbox. Surging share prices and falling borrowing premiums are making it easier for companies to access fresh cash, as an index of US financial conditions returns to levels last seen before the Federal Reserve started raising…
Stay informed with free updates Simply sign up to the Artificial intelligence myFT Digest — delivered directly to your inbox. Artificial intelligence companies that have spent billions of dollars building so-called large language models to power generative AI products are now banking on a new way to drive revenues: small language models. Apple, Microsoft, Meta…
gbrundin/iStock via Getty Images The stage could be a set for a recovery in small- and mid-cap stocks. Why? If interest rates have peaked and a pattern of lower interest rates emerges over the next few years, it should bode well for small-cap stocks. Lower interest rates can lower financing costs and loosen up the…
No US university endowment has divested from companies linked to Israel despite intensifying demands from pro-Palestinian students in campus protests across the country, according to the network that has long championed the move. Legal and practical obstacles to divestment and the difficulties of building a consensus on the issue have constrained action in response to…
In a Keynote address at MicroStrategy World: Bitcoin for Corporations, MicroStrategy Executive Chairman Michael Saylor delivered a masterclass on corporate finance and the power of bitcoin to supercharge corporate balance sheets. Saylor made a point to emphasize Bitcoin as the single solution for capital appreciation in an inflationary environment. In his speech, Saylor likened the…
PeopleImages Introduction One of my most successful investments in recent years is Carlisle Companies (NYSE:CSL), a stock I bought at $211 in May of last year. Since then, shares have appreciated 90%. Including dividends, CSL shares have returned 117% over the past three years, beating the S&P 500 by roughly 90 points. Data by YCharts…
Carlisle Companies, Inc. (NYSE:CSL) Q1 2024 Earnings Conference Call April 25, 2024 5:00 PM ET Company Participants Mehul Patel – Vice President, Investor RelationsChristian Koch – Chair, President and Chief Executive OfficerKevin Zdimal – Vice President and Chief Financial Officer Conference Call Participants Tim Wojs – BairdSusan Maklari – Goldman SachsGarik Shmois – Loop CapitalBryan…
cyano66 A brief look at the humanoid robot sector and its outlook A ‘humanoid robot’ is a robot resembling the human body. They have been around for many years; however, in more recent years, the growth of artificial intelligence (“AI”) has led to a greater interest and rapid advancements. The announcement that Tesla, Inc. (TSLA)…
The Travelers Companies, Inc. (NYSE:TRV) Q1 2024 Earnings Conference Call April 17, 2024 9:00 AM ET Company Participants Abbe Goldstein – SVP, IRAlan Schnitzer – Chairman & CEODan Frey – CFOGregory Toczydlowski – President, Business InsuranceJeffrey Klenk – President, Bond & Specialty InsuranceMichael Klein – President, Personal Insurance Conference Call Participants David Motemaden – EvercoreGregory…
Natali_Mis/iStock via Getty Images By Mike Larson, Editor-in-Chief, MoneyShow Cody Willard, hedge fund manager, former Fox Business anchor, and publisher of TradingWithCody.com, explains that his goal is to invest in the “most revolutionary companies in the world” – before they become trillion-dollar behemoths that everyone owns. Transcript Larson – Welcome to our latest MoneyShow MoneyMasters…
The Greenbrier Companies, Inc. (NYSE:GBX) Q2 2024 Earnings Conference Call April 5, 2024 11:00 AM ET Company Participants Justin Roberts – Vice President of Corporate Finance and TreasurerLorie Tekorius – President and Chief Executive OfficerBrian Comstock – Executive Vice President and President, The AmericasAdrian Downes – Senior Vice President and Chief Financial Officer Conference Call…
Ivory Soap is one of the brands for which Procter & Gamble is known. The company will extend its dividend growth streak to 69 years in April. NNehring This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend growth companies. In the middle of February,…
da-kuk Glamor stocks thrived early in 2024. The Information Technology sector and just about anything AI-related soared through mid-February. A rotation then took place under the market’s surface. Value and cyclical industries took charge; Energy and Financials, along with Communication Services, posted the best Q1 sector returns. In all, the Nasdaq 100 underperformed the S&P…
ZargonDesign/E+ via Getty Images What Rocket is – a mortgage banker, not a fintech Rocket describes itself as follows in its 2023 10-K: “We are a Detroit-based fintech company including mortgage, real estate, and personal finance business. We are committed to delivering industry-best client experiences through our AI-fueled homeownership strategy. Our full suite of products…
BlackJack3D Overview I previously rated a hold rating for The Cooper Companies (NASDAQ:COO), as I thought the valuation was too high back then, in July 2023. I believe my call was right, as the stock saw a sharp reversion back to its historical trading multiple of 19-22x forward PE, which led to a sharp reversion…
Today, more than 25 leading Bitcoin organizations joined forces under the banner of the ‘Bitcoin Deserves an Emoji’ movement. Spearheaded by Nexo, this global initiative is dedicated to securing an official Bitcoin emoji for digital keyboards everywhere, signaling a monumental step toward recognizing Bitcoin’s multifaceted role in society as a revolutionary technology, a form of…
NoDerog/iStock Unreleased via Getty Images Investment Thesis Receiving a regular dividend income coupled with the prospect of capital appreciation is one of the principal benefits for those who invest in high dividend yield companies. However, identifying high dividend yield companies that offer sustainable dividends can be a challenging task. Companies that pay sustainable dividends don’t…
Finance of America Companies Inc. (NYSE:FOA) Q4 2023 Earnings Conference Call March 6, 2024 5:00 PM ET Company Participants Michael Fant – Senior Vice President of Finance Graham Fleming – Chief Executive Officer Kristen Sieffert – President Matthew Engel – Chief Financial Officer Conference Call Participants Stephen Laws – Raymond James Cory Johnson – UBS…
The Cooper Companies, Inc. (NASDAQ:COO) Q1 2024 Earnings Conference Call February 29, 2024 5:00 PM ET Company Participants Kim Duncan – VP of IR & Risk Management Albert White – President and CEO Brian Andrews – CFO & Treasurer Conference Call Participants Craig Bijou – Bank of America Lawrence Biegelsen – Wells Fargo Jeffrey Johnson…
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…
Bernstein notes that the underperformance in Bitcoin mining stocks could provide an accumulation opportunity for long-term investors. Bitcoin mining stocks have experienced recent underperformance, attributed to two key challenges following the approval of spot Bitcoin exchange-traded funds (ETFs), according to a research report by Bernstein. The first hurdle is “lower investor appetite to use them…
TinaFields Prio S.A. (OTCPK:PTRRY), formerly PetroRio, stands out as a prominent Brazilian oil and gas company, primarily focusing on asset recovery, production, and investment. The company strategically emphasizes efficient reservoir management and the development of mature fields, engaging in gas and oil production, exploration, marketing, and transportation. Notably, Prio holds the distinction of being the…
Trevor Williams/DigitalVision via Getty Images The Williams Companies (WMB) is an American, Oklahoma based energy company. The company, with a market cap of more than $40 billion, has major natural gas processing and transportation assets. As we’ll see throughout this article, the company’s impressive assets will enable the company to continue driving additional shareholder returns….
Userba011d64_201/iStock via Getty Images Investment Thesis The inclusion of high dividend yield companies in your investment portfolio demands a discerning selection process. Those companies, which pay sustainable dividends, are crucial for your overall investment portfolio, given their lower risk level and their ability to provide a stable and predictable dividend income stream. Companies that pay…
The Greenbrier Companies, Inc. (NYSE:GBX) Q1 2024 Earnings Conference Call January 5, 2024 11:00 AM ET Company Participants Justin Roberts – Vice President and Treasurer Lorie Tekorius – Chief Executive Officer and President Brian Comstock – Executive Vice President and Chief Commercial and Leasing Officer Adrian Downes – Senior Vice President and Chief Financial Officer…
RyanJLane We last called for a public trade on The Greenbrier Companies, Inc. (NYSE:GBX) one year ago, with buy points in the $26-$28 range back in early 2023. Today, shares have eclipsed $50. We think you now back out your initial investment, plus, of the profits you have, take 25% of those, and let the…
Feverpitched Opening I am a relatively young investor, continually evolving on my journey to discover the best companies in the world. Last week, I published my long-term portfolio with explanations of each holding, providing my ratings for each security based on current prices. Today, I will introduce the companies I’ve sold in 2023 and explain…
As it prepares to finalize the acquisition of Hess, Chevron will announce its 37th year of dividend growth in January. Brandon Bell 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 November, I provided predictions for 18 dividend…
thitivong For thousands of years, civilization has benefited from some form of globalization. Historians may point to the establishment of the Silk Road in the 2nd century B.C.E. as the true initiation of trade from one region of the world to another. But advancements in transportation, freedom of the seas, and global growth have driven…
William_Potter Investment Thesis Risk management plays a crucial role in determining long-term investment success, with strategic portfolio allocation being a key component in the risk management process. In today’s article, I will show you how you could allocate the amount of $100,000 among 2 ETFs and 20 dividend income companies that I consider to be…
pixelfit Investment Thesis A diverse and well-structured dividend portfolio should feature different types of companies: encompassing companies with high dividend yields, companies known for consistent dividend growth, and growth companies. Dividend growth companies are particularly important since they can be like the engine of your investment portfolio, ensuring that you increase your dividend income to…
SunnySide Digital, a global distributor of enterprise data center infrastructure, has announced a new partnership with Rosseau, to offer high-performance computing (HPC) and bitcoin mining clients immersion cooling technology. This collaboration promises to enhance power density by up to 100%, surpassing alternative immersion cooling systems currently available in the market, according to a press release…
Michael M. Santiago/Getty Images News Investment Thesis In times of high market uncertainty, the strategic incorporation of high dividend yield companies into your investment portfolio can be an adequate and necessary step towards the construction of a better balanced and more diversified investment portfolio. In this article, I will introduce you to two high dividend…
William_Potter Investment Thesis In today’s article, I will guide you through the construction of a dividend portfolio by allocating the amount of $100,000 among November’s top 20 dividend income companies. I will conduct a comprehensive risk analysis to show you the portfolio’s extensive diversification over companies, sectors, and industries, in addition to its geographical diversification,…
Avara is hoping to create extensive access and usability for blockchain technology. Aave Companies have rebranded to Avara as a way of repositioning itself to attract a wider Web3 audience. According to Stani Kulechov, founder and CEO of the company, the move is necessary due to the growing list of offerings by Aave (now Avara)….
With one of the best known brands in the world, Nike will increase its dividend growth streak to 23 years with its next boost in the second half of November. Thank you for your assistant This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend…
It appears X, Tesla, SpaceX, Neuralink, and xAI won’t be issuing their own cryptocurrency anytime soon. Announced on X late last week, Elon Musk has declared that none of his companies will be launching a cryptocurrency token, in a move that underscores a shift in the tech industry’s attitude toward competing with Bitcoin as a digital currency. …
show999 Investing in gas is still very much possible and one of the better options right now is The Williams Companies, Inc. (NYSE:WMB) a massive enterprise valued at over $42 billion. In most recent news the company managed to win a lawsuit of $495 million about a failed Energy Transfer deal. This is a short-term…
Milko The Magnificent 7 tech-related stocks capture the spotlight, but there’s another mega-cap that is often left on its own as a remarkable 2023 winner: Eli Lilly (LLY). The Indianapolis-based $511 billion Health Care sector company boasts a premium 45x forward price-to-earnings ratio (using 2024 estimates) and is up better than 53% so far in…
Piper Sandler Companies (NYSE:PIPR) Q3 2023 Earnings Call Transcript October 27, 2023 9:00 AM ET Company Participants Chad Abraham – Chairman, CEO Deb Schoneman – President Tim Carter – CFO Conference Call Participants Brendan O’Brien – Wolfe Research Devin Ryan – JMP Securities James Yaro – Goldman Sachs Mike Grondahl – Northland Securities Operator Good…
Cloud gaming as a key aspect of what Microsoft is bringing to the world of gaming. A recent deal saw tech giant Microsoft Corp (NASDAQ: MSFT) paying $69 billion to acquire US game publisher Activision Blizzard Inc (NASDAQ: ATVI). However, according to venture capital (VC) firm Konvoy, that Microsoft’s deal might just be the start…
Marsh & McLennan Companies, Inc. (NYSE:MMC) Q3 2023 Earnings Call Transcript October 19, 2023 8:30 AM ET Company Participants John Doyle – President and Chief Executive Officer Mark McGivney – Chief Financial Officer Martin South – President and Chief Executive Officer, Marsh Dean Klisura – President and Chief Executive Officer, Guy Carpenter Nick Studer –…
The warning list serves as a clear message from the FCA, indicating that the included companies lack authorization or have failed to meet regulatory requirements for operating within the United Kingdom. On October 8, the UK’s Financial Conduct Authority (FCA) included 143 new entities in its warning list of unauthorized firms. Notably, this list features…
Pharmaceutical company AbbVie should announce its next annual dividend increase in October. The company has increased its dividend each year since its spin-off from Abbott Labs. vzphotos 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 August, I…
Pgiam/iStock via Getty Images Investment briefing Companies, like investors, portfolio managers, the public, etc., must allocate scarce resources to produce economic returns. In the investment context, companies are just another form of ‘investor’. As far as valuations go, those names with superior economic characteristics do better at compounding capital than the individual, by producing excellent…
Volodymyr Kalyniuk/iStock via Getty Images One thing that I know to be true is that I have always been interested in companies that have odd business models. Traditional retailers or restaurants and things of that nature have never appealed all that much to me. But a company like The Cooper Companies (NYSE:COO), which focuses on…
Receive free Share buybacks updates We’ll send you a myFT Daily Digest email rounding up the latest Share buybacks news every morning. Share buybacks on the US stock market have dropped to the slowest pace since the early stages of the Covid-19 pandemic as rising interest rates undermine the incentive for companies to purchase their…
RHJ Source: Own Processing Precious metals royalty and streaming companies represent a very interesting sub-industry of the precious metals mining industry. They provide some leverage to the growing metals prices, similar to the typical mining companies; however, they are less risky in comparison to them. Their incomes are derived from royalty and streaming agreements. Under…
Li Auto, Xpeng, and other Chinese EV companies hit good numbers for deliveries, scaling YoY and Month over Month numbers. Chinese electric vehicle makers Li Auto (NASDAQ: LI), Nio (NYSE: NIO, and Xpeng Inc (HK: 9868) announced that their vehicle deliveries for the month of August were in line with guidance set for the third quarter of 2023….
franckreporter Investment updates Following a strong growth period since the June publication, Patterson Companies, Inc. (NASDAQ:PDCO) has sold off sharply after posting its Q1 FY’24 numbers today. The company now sells roughly $3/share off its opening price on 30th August, and there’s no saying where it could bottom based on the rapid liquidity vacuum. You…
