S&W Seed Company (NASDAQ:SANW) Q3 2024 Earnings Conference Call May 14, 2024 11:00 AM ET Company Participants Robert Blum – Lytham PartnersMark Herrmann – CEOVanessa Baughman – CFO Conference Call Participants Benjamin Klieve – Lake Street Capital MarketsKurt Caramanidis – Carl M. Hennig, Inc. Operator Good day, and welcome to the S&W Seed Company Third…
The Clorox Company (NYSE:CLX) Goldman Sachs Global Staples Forum May 14, 2024 8:15 AM ET Company Participants Linda Rendle – Chief Executive Officer Conference Call Participants Bonnie Herzog – Goldman Sachs Bonnie Herzog Good morning, everyone. Thank you all for joining us today. I’m Bonnie Herzog, Senior Consumer Staples Analyst at Goldman Sachs and I’m…
TMC the metals company Inc. (NASDAQ:TMC) Q1 2024 Earnings Conference Call May 13, 2024 4:30 PM ET Company Participants Craig Shesky – Chief Financial OfficerGerard Barron – Chairman & Chief Executive Officer Conference Call Participants Malcolm MacDonald – BofAFrank Jones – Norbury Partners Operator Good day, and thank you for standing by. Welcome to the…
apidechphoto/iStock via Getty Images Intro We wrote about Commercial Metals Company (NYSE:CMC) in 2020 and multiple times in 2021 when we stamped a ‘Buy’ signal on the steel fabricating company. Since our initial ‘Buy’ call in July 2020, shares have returned approximately 200% for corresponding shareholders. The company’s keen valuation at the time, supporting technicals…
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…
Shiseido Company, Limited (OTCPK:SSDOY) Q1 2024 Earnings Conference Call May 10, 2024 4:30 AM ET Company Participants Kentaro Fujiwara – Chief Operating OfficerAyako Hirofuji – Chief Financial Officer Conference Call Participants Akiko Kuwahara – JPMorgan SecuritiesShima Yamanaka – SMBC NikkoMitsuko Miyasako – MizuhoOliver Matthew – CLSA Kentaro Fujiwara So first off, as we have already…
Allegiant Travel Company (NASDAQ:ALGT) Q1 2024 Earnings Conference Call May 7, 2024 12:30 PM ET Company Participants Sherry Wilson – Managing Director of Investor RelationsMaury Gallagher – Executive Chairman and CEOGreg Anderson – PresidentMicah Richins – President of Sunseeker ResortsScott DeAngelo – EVP and Chief Marketing OfficerDrew Wells – SVP and Chief Revenue OfficerRobert Neal…
Cohen & Company Inc. (NYSE:COHN) Q1 2024 Earnings Conference Call May 6, 2024 10:00 AM ET Company Participants Lester Brafman – Chief Executive OfficerJoe Pooler – Chief Financial Officer Conference Call Participants Operator Good morning, ladies and gentlemen, and welcome to the Cohen & Company’s First Quarter 2024 Earnings Call. My name is Maria and…
Crawford & Company (NYSE:CRD.B) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Tami Stevenson – General CounselRohit Verma – President, Chief Executive OfficerBruce W. Swain – Chief Financial Officer Conference Call Participants Mark Hughes – Truist SecuritiesKevin Steinke – Barrington Research Operator Good morning. My name is Ene’s and I’ll…
Northwest Pipe Company (NASDAQ:NWPX) Q1 2024 Earnings Conference Call May 2, 2024 10:00 AM ET Company Participants Scott Montross – President and CEOAaron Wilkins – Chief Financial Officer Conference Call Participants Brent Thielman – D.A. DavidsonJulio Romero – Sidoti & CompanyTed Jackson – Northern SecuritiesDavid Wright – Henry Investment Trust Operator Hello. And welcome to…
SM Energy Company (NYSE:SM) Q1 2024 Summary Earnings Conference Call May 2, 2024 5:00 PM ET Company Participants Jennifer Martin Samuels – Vice President of Investor Relations and ESG StewardshipHerb Vogel – President and Chief Executive OfficerWade Pursell – Executive Vice President and Chief Financial Officer Conference Call Participants Jennifer Martin Samuels Good afternoon and…
U. J. Alexander I have been researching the biotech sector for a while now, and that experience has allowed me to recognize several patterns that successful companies exhibit that set them apart from unsuccessful ventures. One of those features is the simultaneous presence of a meaningful war chest and sustained cash-flow from a commercial line…
Richard Drury/DigitalVision via Getty Images Overview There’s a high probability that you have some McCormick & Company (NYSE:MKC) spices in your cabinet at this very moment. They manufacture, distribute, and market their portfolio of spices, seasonings, and flavors across the globe. The company is primarily US-based but has operations within Europe, Asia, Africa, and several…
Century Aluminum Company (NASDAQ:CENX) Q1 2024 Earnings Conference Call May 1, 2024 11:00 AM ET Company Participants Ryan Crawford – Financial Planning & Analysis and IR ManagerJesse Gary – President and CEOJerry Bialek – EVP and CFOPeter Chipskovsk – SVP of Finance and Treasurer Conference Call Participants Lucas Pipes – B. Riley SecuritiesKatja Jancic –…
Bosca78 While I never let my personal feelings get in the way of my investment decisions, I do have emotional ties with certain companies. One of those firms happens to be The Timken Company (NYSE:TKR), a business that’s focused on the production and sale of products like engineered bearings and power transmission products. This is…
Weyerhaeuser Company (NYSE:WY) Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Andy Taylor – VP, IRDevin Stockfish – President and CEODavid Wold – SVP and CFO Conference Call Participants George Staphos – Bank of AmericaSusan Maklari – Goldman SachsHamir Patel – CIBC Capital MarketsMark Weintraub – Seaport Research PartnersKetan Mamtora…
Telia Company AB (publ) (OTCPK:TLSNF) Q1 2024 Earnings Conference Call April 25, 2024 3:30 AM ET Company Participants Erik Strandin Pers – Head-Investor RelationsPatrik Hofbauer – Chief Executive OfficerEric Hageman – Chief Financial Officer Conference Call Participants Ondrej Cabejsek – UBSAndrew Lee – Goldman SachsMaurice Patrick – BarclaysAndreas Joelsson – CarnegieStefan Gauffin – DNBJakob Bluestone…
Ford Motor Company (NYSE:F) Q1 2024 Earnings Call Transcript April 24, 2024 5:00 PM ET Company Participants Lynn Antipas Tyson – Executive Director of IRJim Farley – President and CEOJohn Lawler – CFO Conference Call Participants Adam Jonas – Morgan StanleyJohn Murphy – Bank of America Merrill LynchRyan Brinkman – JPMorganBruno Dossena – Wolfe ResearchItay…
Gary Yeowell Tesla, Inc. (NASDAQ:TSLA) announced its financial results for Q1 2024, and in this article, I review the results in light of the framework I laid out in my earnings preview titled, “Tesla’s Q1 Results Will Be Riveting, But Let’s Focus On What Matters,” in which I recommended investors to Hold Tesla stock into…
The Boeing Company (NYSE:BA) Q1 2024 Earnings Conference Call April 24, 2024 10:30 AM ET Company Participants Matt Welch – Vice President of Investor RelationsDave Calhoun – President & Chief Executive OfficerBrian West – Executive Vice President & Chief Financial Officer Conference Call Participants Myles Walton – Wolfe ResearchDoug Harned – BernsteinCai von Rumohr –…
Joint Stock Company Kaspi.kz (OTC:KSPI) Q1 2024 Earnings Conference Call April 22, 2024 8:00 AM ET Company Participants David Ferguson – Managing Director, Head of Investor RelationsMikheil Lomtadze – Co-Founder and CEO Conference Call Participants Darrin Peller – Wolfe ResearchGabor Kemeny – Autonomous ResearchJames Friedman – SIGReggie Smith – JPMorgan Operator Hello, everyone, and welcome…
serts/E+ via Getty Images Today, I’d like to discuss a small-cap company that is disrupting a much-needed sector of the healthcare industry. This company has beaten the S&P 500 since its IPO date in 2019 as the stock is up over 250% in that time span. So far, in 2024 the company is beating the…
Alexandr Lebedko Introduction and thesis WD-40 Company (NASDAQ:WDFC) is a global consumer products company known for its iconic WD-40 Multi-Use Product, as well as a range of household maintenance and cleaning products. The company was founded in 1953 and is headquartered in San Diego, California. WD-40 is a fantastic business that is managed impeccably. Its…
PM Images Summary I am recommending a hold rating for The Brink’s Company (NYSE:BCO), as the current share price is not attractive. BCO provides cash and value management (core business), ATM managed services [AMS], and digital retail solutions [DRS]. The core business includes the secure transportation of currency, precious metals, and securities for financial institutions…
gsheldon/iStock Editorial via Getty Images The hardest decision an investor often has to make involves their best-performing stocks. Finding companies that consistently outperform the S&P 500 (SPY) and the broader indexes is hard, and knowing when the investment is no longer good value is almost always difficult. The Hershey Company (NYSE:HSY) was one of the…
vm/E+ via Getty Images The Thesis Packaging Corporation of America (NYSE:PKG) continued its topline contraction as it exited 2023. I am expecting this to continue further for at least the first half of the coming year. However, the company is currently focusing on capacity expansion to meet the growing demand and has also restarted its…
Emerson Automation Solutions office in Calgary, Alberta, Canada JHVEPhoto/iStock Editorial via Getty Images In June 2023, I published my article about Emerson Electric (NYSE:EMR) which was in the restructuring phase at that time. The acquisition of new subsidiaries has largely been completed to date, as confirmed by Emerson’s management. Among the most important changes, it…
dragana991 Elevator Pitch I have a Hold rating assigned to The a2 Milk Company Limited (OTCPK:ACOPF) [A2M:AU] shares. My prior December 20, 2023 update was focused on a2 Milk’s stock price performance and the prospects for the Chinese Infant Milk Formula or IMF industry. I draw attention to the read-throughs from the latest management commentary…
vitapix/E+ via Getty Images I have a long history with Bio-Rad (NYSE:BIO) (NYSE:BIO.B), having covered this life sciences company long ago in my sell-side days. It has always been an odd duck in the life sciences world and remains so, with the company better thought of as a “picks and shovels” company with broad exposure…
WD-40 Company (NASDAQ:WDFC) Q2 2024 Results Conference Call April 9, 2024 5:00 PM ET Company Participants Ross Cooling – Communications Manager, Investor Relations and Stakeholder EngagementSteve Brass – President and Chief Executive OfficerSara Hyzer – Vice President, Finance and Chief Financial Officer Conference Call Participants Daniel Rizzo – JefferiesLinda Bolton Weiser – D.A. Davidson Operator…
JHVEPhoto/iStock Editorial via Getty Images Introduction Britvic (OTCQX:BTVCF) (OTCQX:BTVCY) is a UK-based company that owns and produces its own drink brands but also has a 20-year agreement (running until 2040) with PepsiCo (PEP) to produce, bottle and market their products in the UK and Ireland (not just Pepsi and Pepsi MAX but this also includes…
Japanese firm Metaplanet announced it is purchasing 1 billion yen (about $6.5 million) worth of Bitcoin as part of its corporate treasury strategy, a move that mimics MicroStrategy’s high-profile Bitcoin accumulation. Metaplanet, a publicly traded company listed on the Tokyo Stock Exchange, a diversified enterprise, revealed the Bitcoin buying initiative on X. The company cited hedging…
itchySan Earl in 2023, I believed that Trex Company, Inc. (NYSE:TREX) had seen a tougher 2022 than it previously thought. Despite these concerns, driven by tough comparables, higher interest rates, and a resulting softening housing market, I was upbeat on the long term secular growth story, with its composite products gaining market share compared to…
Sydney James/DigitalVision via Getty Images Investment Thesis McCormick & Company (NYSE:MKC) reported results on the 26th, March, beating on revenues and EPS so the share price jumped over 10%. MKC was founded in 1889 and is a dominant player in selling spices and seasonings to the food industry. They sport a wide moat, however, food…
peepo/iStock via Getty Images Welcome to the March 2024 edition of Electric Vehicle [EV] company news. YTD 2024 has seen the global plug-in electric car sales ‘growth rate’ slowdown from 30% in 2023 to about 14-17% in Q1, 2024. This is no disaster and is relatively normal for the seasonal slowdown that occurs each year…
Editor’s note: Seeking Alpha is proud to welcome Wen Ping Yaw as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » FatCamera/E+ via Getty Images Introduction Vital Farms (NASDAQ:VITL)…
Shutthiphong Chandaeng Introduction I wanted to take a look at Perion Network (NASDAQ:PERI) to see how it performed over the last year and whether the 30% decline in share price was warranted since my first buy recommendation when I argued that the company’s growth prospects are very positive due to AI implementations, while an immaculate…
Image Source/DigitalVision via Getty Images Introduction Dividend growth investing is a style that really suits me as a person. I also like to have a mix of different dividend growth stocks. My portfolio consists of companies that are more stable and where the dividend is growing steadily, but I am also interested in companies with…
Paul Bradbury Today I’d like to discuss a niche software company that went public back in 2021. This company has a strong founder-led CEO and has been growing revenue and clientele in recent years. The company’s stock price is up over 12% YTD and is up nearly 40% year-over-year. However, this is still an unprofitable…
onurdongel GIC Searches For Stability I have been discussing Global Industrial Company (NYSE:GIC) in the past, and you can read the latest article here, published on January 9. The company continues strengthening its e-commerce sales channels and traditional marketing efforts. Its competitive pricing initiatives, including actions to lower freight costs and promotion, should gradually improve…
Nataly Hanin/iStock via Getty Images SoundThinking (NASDAQ:SSTI), formerly known as ShotSpotter, offers a suite of SaaS offerings to make law enforcement more effective and efficient. Trading at 2x sales with a $200 million market capitalization, SoundThinking is cheap for a SaaS company with a history of 15% annual growth and huge operating leverage. The company…
da-kuk “You can’t predict. You can prepare.” -Howard Marks. Meteorologist Edward Lorenz is best known for coining the term “butterfly effect,” the idea that a slight disturbance, like the flapping of a butterfly’s wings, can provoke enormous consequences. As told in the book “Chaos” in 1961, Dr. Lorenz ran weather simulations using a simple computer…
Phiromya Intawongpan Shares of expense management platform Expensify, Inc. (NASDAQ:EXFY) have rebounded more somewhat since the company reported a better-than-expected Q4 2023 bottom line on February 22, 2024. Cost cutting measures were responsible for the beat, but top line growth remains challenging as existing customer seats contracted by 42,000 in FY23 after expanding 85,000 in…
phuttaphat tipsana/iStock via Getty Images Thesis overview Evaxion (EVAX) aspires to use artificial intelligence (AI) to design vaccines for cancer immunotherapy, as well as for infectious diseases. EVAX claims being more advanced than competition because it has been constantly developing and improving its models for 15 years. Additionally, EVAX has in-house capability to validate novel…
Renata/iStock Editorial via Getty Images Dear readers/followers, It’s time to update on a company that I have not written about for almost 1.5 years. In this case, I’m talking about Oshkosh (NYSE:OSK), where my last article was published back in September of 2022. You can find that article here, and the article came with a…
Juliano703/iStock via Getty Images Investment Thesis Fastenal Company (NASDAQ:FAST) stock has soared more than 152% over the last five beating the S&P 500 by a margin of about 66%. Seeking Alpha Following this solid upward trajectory, this stock is currently trading at a premium something which rules it out as a good value investment. However,…
China Mengniu Dairy Company Limited (OTCPK:CIADF) Q4 2023 Earnings Conference Call March 26, 2024 9:30 PM ET Company Participants Lu Minfang – Vice Chairman and Executive DirectorGao Fei – CEO and Executive DirectorZhang Ping – CFOLi Pengchen – VP, Group Affairs Head Conference Call Participants Xiaopo Wei – CitiChen Luo – Bank of AmericaLillian Lou…
TMC the metals company Inc. (NASDAQ:TMC) Q4 2023 Earnings Call Transcript March 25, 2024 4:30 PM ET Company Participants Craig Shesky – CFOGerard Barron – Chairman and CEO Conference Call Participants Dmitry Silversteyn – Water Tower ResearchMatthew O’Keefe – Cantor FitzgeraldVasu Patel – Patel Holdings LLC Operator Good afternoon, everyone, and thank you for participating…
Poulssen Introduction I think everyone really needs to consider adding some consumer staples to their portfolio. Consumer staples in general don’t have the nature to outperform but offer a safety cushion in uncertain times. In the dividend growth community consumer staples are also popular because of their stability and consistency. Companies in this sector are…
The Bitcoin Company has unveiled its new Remittances API, allowing individuals and financial institutions to send instant payments to any bank account in Mexico and Brazil in under 1 second, according to a press release sent to Bitcoin Magazine. This API marks the company’s expansion into international remittances, with plans to extend services to the…