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…
Corning Incorporated (NYSE:GLW) UBS Global Technology Conference November 28, 2023 10:15 AM ET Company Participants Ann Nicholson – VP of IR Conference Call Participants Josh Spector – UBS Josh Spector All right, everyone. We’re going to get started here. Thanks, everyone, for joining us in person and online for UBS’ Global Technology Conference. My name…
jetcityimage Over my time as an investor, I have been heavily influenced by individuals like Warren Buffett, Philip Fisher, Benjamin Graham, Peter Lynch, and others. And one of the things that I have learned from them is that, sometimes, the best investment prospects are the most ‘boring’ opportunities that exist. And while the definition of…
Kinwun Investment Thesis I expect Corning Incorporated (NYSE:GLW) to face challenges in 2024, particularly due to weaker optical sales and mixed demand in its display business. The anticipated recovery in the optical segment may be delayed as telecommunications customers reduce their investments and work through excess inventory. The catalysts for optical growth, such as stimulus…