NurPhoto/NurPhoto via Getty Images While Wall Street has been betting that the Fed will start cutting rates in March 2024, Fed members have been pushing back on that theme. One sub-sector that benefited greatly from rising rates is the BDC sector, due to many BDC’s lending money at floating rates, but borrowing at fixed rates….
Osvaldo Hernandez/iStock via Getty Images In August, I took a look at Ball Corporation (NYSE:BALL) after it announced the divestment of its aerospace segment. The company sold its aerospace unit in a $5.6 billion deal in order to streamline operations and reduce debt, with a relative limited impact on earnings seen. The investment case relied…
Srivaru Holding Limited Introduction Ahead of the special meeting to vote on the upcoming merger with SRIVARU Holding Limited (NASDAQ:SVMH), we were invited to meet with the CEO of SPAC Mobiv Acquisition Corp, Peter Bilitsch, and the CEO of SRIVARU, Mohan Ramasamy via videoconference. Due to our busy schedule, we were unfortunately unable to attend…
Hirurg/E+ via Getty Images Investment Thesis FirstService (NASDAQ:FSV) is an essential outsourced property service provider in North America. It has acquired Roofing Corp of America which I believe can act as primary catalyst to growth of the company by expanding its geographic footprint and customer base. About FSV FSV deals in the essential outsourced property…
AAR Corp. (NYSE:AIR) Q2 2024 Earnings Conference Call December 21, 2023 4:45 PM ET Company Participants John Holmes – Chairman, President and Chief Executive Officer Sean Gillen – Chief Financial Officer Conference Call Participants Robert Spingarn – Melius Research Bert Subin – Stifel Steve Strackhouse – RBC Capital Markets Operator Good afternoon, everyone. Welcome to…
Ark Restaurants Corp. (NASDAQ:ARKR) Q4 2023 Results Conference Call December 19, 2023 11:00 AM ET Company Participants Christopher Love – Secretary Michael Weinstein – Chairman and CEO Anthony Sirica – President and CFO Conference Call Participants Jeff Kaminski – JJK Consultants Operator Greetings, and welcome to Ark Restaurants Fourth Quarter and Fiscal Year Ended Results….
MF3d Ares Capital Corp (NASDAQ:ARCC) used to be my favorite overall Business Development Company (i.e., “BDC”) due to its phenomenal long-term track record of generating outsized total returns as well as sustaining and even growing NAV per share while also paying out a hefty dividend: Data by YCharts Much of this phenomenal performance is due…
AntonioSolano/iStock via Getty Images UGI Corporation (NYSE: UGI) is an attractive 36-year dividend champion utility company headquartered in King of Prussia, PA. being incorporated in 1882 and having an S&P credit reading of “A”. It can blow up your income with its current 6.9% yield with a nice potential for capital gains, but patience is…
6381380/iStock Editorial via Getty Images Shares of EQT Corporation (NYSE:EQT) have recovered nearly all of their losses this year, down just marginally from twelve months ago. This has been despite meaningfully lower natural gas prices, which have weighed on profitability. While hedges do provide some near-term protection, the natural gas market has proven surprisingly weak,…
Sakorn Sukkasemsakorn Investment Thesis Here I explain why Uranium Energy Corp. (NYSE:UEC) is my preferred uranium investment. I describe in simple terms why nuclear energy is important, what nuclear fuel is and how to think about it, and why there’s a change in the political wind toward accepting nuclear energy to complement the energy transition….
Elena Bionysheva-Abramova/iStock via Getty Images The Q3 Earnings Season has come to an end and one of the first companies to report its results was Gold Royalty Corporation (NYSE:GROY). Overall, the company had a better quarter sequentially with a lower adjusted net loss and much higher total revenue and land agreement proceeds, as well as…
porcorex Value investors who buy for income typically want to see a stagnating share price so that they can accumulate while the stock is cheap. As such, the recent market rally may be disconcerting for those who aren’t yet done building their positions. However, it’s worth keeping in mind that plenty of dividend stocks remain…
Embecta Corp. (NASDAQ:EMBC) Q4 2023 Results Conference Call November 21, 2023 7:00 AM ET Company Participants Pravesh Khandelwal – Vice President of Investor Relations Dev Kurdikar – Chief Executive Officer Jake Elguicze – Chief Financial Officer Conference Call Participants Marie Thibault – BTIG Mike Polark – Wolfe Research Operator Welcome, ladies and gentlemen, to the…
A number of AI tokens have seen recent significant increases, following Musk’s xAI shareholder announcement, along with other news updates. Artificial intelligence (AI) tokens climbed over the past weekend following news from AI companies about the future of the sector. X Corp owner and Chairman Elon Musk said on Sunday that the company’s shareholders would…
Lions Gate Entertainment Corp. (NYSE:LGF.A) Q2 2024 Earnings Conference Call November 9, 2023 5:00 PM ET Company Participants Nilay Shah – IR Jon Feltheimer – CEO Jimmy Barge – CFO Michael Burns – COO Kevin Beggs – Chairman of the Motion Picture Group Joe Drake – President of Worldwide TV Jeff Hirsch – President and…
According to Musk, X Corp will sue Media Matters and several others for a fake plot to paint the social media company as problematic. X (formerly Twitter) owner and Chairman Elon Musk has threatened to file a lawsuit against major advertisers and Media Matters for America (MMfA) for pausing ads on X and allegedly misrepresenting…
Gold Royalty Corp. (NYSE:GROY) Q3 2023 Earnings Conference Call November 15, 2023 11:00 AM ET Company Participants Joanne Jobin – IR.INC, Investor Relations David Garofalo – Chief Executive Officer, President, Chairman and Director Peter Behncke – Manager, Corporate Development and Investor Relations Andrew Gubbels – Chief Financial Officer Joanne Jobin Good morning. I’m your host,…
Dragonfly Energy Holdings Corp. (NASDAQ:DFLI) Q3 2023 Results Conference Call November 13, 2023 5:00 PM ET Company Participants Denis Phares – CEO John Marchetti – CFO Conference Call Participants George Gianarikas – Canaccord Genuity Vincent Anderson – Stifel Brian Dobson – Chardan Jeff Grampp – Alliance Global Partners Operator Good afternoon. My name is Lester,…
CHUNYIP WONG Investment Rundown The share price of Teekay Corporation (NYSE:TK) has been on a steady climb upwards and heavily outperformed the broader markets at a return of over 60%. The quite recent results that the company posted were strengthened by the consolidation of Teekay Tankers (TNK). It’s important to mention that TK still has…
PetroTal Corp. (OTCQX:PTALF) Q3 2023 Results Conference Call November 13, 2023 10:00 AM ET Company Participants Jimmy Lea – Celicourt Manolo Zuniga – President & CEO Doug Urch – EVP & CFO Conference Call Participants Jimmy Lea Hello, ladies and gentlemen. Welcome to the PetroTal Q3 2023 Results Investor Webcast. Your hosts today will be…
Bowlero Corp. (NYSE:BOWL) Q1 2024 Results Earnings Conference Call November 7, 2023 10:00 AM ET Company Participants Bobby Lavan – Chief Financial Officer Thomas Shannon – Founder, Chief Executive Officer and President Conference Call Participants Matthew Boss – J.P. Morgan Randy Konik – Jefferies & Company Steven Wieczynski – Stifel Financial Corp. Jason Tilchen –…
Snap One Holdings Corp. (NASDAQ:SNPO) Q3 2023 Earnings Conference Call November 7, 2023 4:30 PM ET Company Participants Eric Steele – Senior Vice President, Finance John Heyman – Chief Executive Officer Mike Carlet – Chief Financial Officer Conference Call Participants Erik Woodring – Morgan Stanley Christopher Snyder – UBS Adam Tindle – Raymond James Keith…
InnovAge Holding Corp. (NASDAQ:INNV) Q1 2024 Results Conference Call November 7, 2023 5:00 PM ET Company Participants Ryan Kubota – Director, IR Patrick Blair – President and CEO Benjamin Adams – CFO Dr. Rich Feifer – Chief Medical Officer Conference Call Participants Jamie Perse – Goldman Sachs Madeline Mollman – William Blair Operator Thank you…
Superior Plus Corp. (OTCPK:SUUIF) Q3 2023 Earnings Conference Call November 8, 2023 10:00 AM ET Company Participants Adam Kornick – Investor Relations Allan MacDonald – President and Chief Executive Officer Grier Colter – Chief Financial Officer Curtis Philippon – President, Certarus Conference Call Participants Gary Ho – Desjardins Aaron MacNeil – TD Cowen Steven Hansen…
Alaris Royalty Corp. (OTC:ALARF) Q3 2023 Earnings Conference Call November 9, 2023 11:00 AM ET Company Participants Amanda Frazer – Chief Financial Officer Steve King – President & Chief Executive Officer Conference Call Participants Gary Ho – Desjardins Nikolaus Priebe – CIBC Capital Markets Jeff Fenwick – Cormark Operator Good day, and thank you for…
Call End: Sterling Check Corp. (NASDAQ:STER) Q3 2023 Earnings Conference Call November 08, 2023, 08:30 AM ET Company Participants Judah Sokel – Senior Vice President, Finance Joshua Peirez – Chief Executive Officer Peter Walker – Chief Financial Officer Conference Call Participants Mark Marcon – Baird Ronan Kennedy – Barclays Toni Kaplan – Morgan Stanley Andrew…
Wheaton Precious Metals Corp. (NYSE:WPM) Q3 2023 Results Conference Call November 10, 2023 11:00 AM ET Company Participants Emma Murray – VP, IR Randy Smallwood – President and CEO Gary Brown – SVP and CFO Haytham Hodaly – SVP, Corporate Development Wes Carson – VP, Mining Operations Conference Call Participants Richard Hatch – Berenberg Tanya…
The new company will have a greater mining capacity than Hut 8. It will also have a more diverse revenue stream than its constituents. Pursuant to its pending merger with US Bitcoin Corp., Hut 8 Mining Corp. has announced the approval of its registration statement by the United States Securities and Exchange Commission (SEC). The…
OrthoPediatrics Corp (NASDAQ:KIDS) Q3 2023 Earnings Conference Call November 7, 2023 8:00 AM ET Company Participants Trip Taylor – Investor Relations David Bailey – President and Chief Executive Officer Fred Hite – Chief Operating and Financial Officer Conference Call Participants Matthew O’Brien – Piper Sandler Rick Wise – Stifel Ryan Zimmerman – BTIG Samuel Brodovsky…
Park-Ohio Holdings Corp. (NASDAQ:PKOH) Q3 2023 Earnings Conference Call November 2, 2023 10:00 AM ET Company Participants Matthew Crawford – Chairman, Chief Executive Officer and President Patrick Fogarty – Vice President and Chief Financial Officer Conference Call Participants David Storms – Stonegate Capital Markets Christian Zyla – KeyBanc Capital Markets Operator Good morning, and welcome…
Ranpak Holdings Corp. (NYSE:PACK) Q3 2023 Earnings Call Transcript October 31, 2023 8:30 AM ET Company Participants Sara Horvath – VP, General Counsel and Secretary Omar Asali – Chairman and CEO Bill Drew – CFO Conference Call Participants Greg Palm – Craig-Hallum Capital Group Ghansham Panjabi – Baird Adam Samuelson – Goldman Sachs Operator Hello,…
Marathon Petroleum Corp. (NYSE:MPC) Q3 2023 Results Conference Call October 31, 2023 11:00 AM ET Company Participants Kristina Kazarian – VP, Finance and IR Mike Hennigan – CEO Maryann Mannen – CFO Rick Hessling – SVP, Global Feedstocks Brian Partee – SVP, Global Clean Products Dave Heppner – SVP, Strategy and Business Development Jim Wilkins…
Daqo New Energy Corp. (NYSE:DQ) Q3 2023 Earnings Conference Call October 30, 2023 8:00 AM ET Company Participants Xiang Xu – Chairman and Chief Executive Officer Ming Yang – Chief Financial Officer Conference Call Participants Philip Shen – ROTH MKM Alan Lau – Jefferies Gordon Johnson – GLJ Research Frank Fan – Nomura Operator Good…
Primis Financial Corp. (NASDAQ:FRST) Q3 2023 Results Conference Call October 27, 2023 10:00 AM ET Company Participants Matt Switzer – CFO Dennis Zember – President and CEO Conference Call Participants Casey Whitman – Piper Sandler Feddie Strickland – Janney Montgomery Scott Operator Hello, my name is Krista, and I’ll be your conference operator today. At…
United States Steel Corporation (NYSE:X) Q3 2023 Earnings Conference Call October 27, 2023 8:30 AM ET Company Participants Kevin Lewis – VP, Finance David B. Burritt – President and CEO Jessica T. Graziano – SVP and CFO Richard L. Fruehauf – SVP, Chief Strategy and Sustainability Officer Conference Call Participants William Peterson – J.P. Morgan…
Ladder Capital Corp (NYSE:LADR) Q3 2023 Earnings Conference Call October 26, 2023 10:00 AM ET Company Participants Pamela McCormack – President Paul Miceli – CFO Brian Harris – Founder and CEO Conference Call Participants Sarah Barcomb – BTIG Jade Rahmani – KBW Steve DeLaney – JMP Securities Matthew Howlett – B. Riley Securities Stephen Laws…
Getty Realty Corp (NYSE:GTY) Q3 2023 Earnings Conference Call October 26, 2023 8:30 AM ET Company Participants Joshua Dicker – Executive Vice President, General Counsel and Secretary Christopher Constant – President and Chief Executive Officer Mark Olear – Executive Vice President and Chief Operating Officer Brian Dickman – Executive Vice President, Chief Financial Officer and…
Enterprise Financial Services Corp (NASDAQ:EFSC) Q3 2023 Earnings Conference Call October 24, 2023 11:00 AM ET Company Participants James Lally – President and Chief Executive Officer Scott Goodman – President of Enterprise Bank & Trust Keene Turner – Senior Executive Vice President and Chief Financial Officer Conference Call Participants Jeffrey Rulis – D.A. Davidson &…
RLI Corp. (NYSE:RLI) Q3 2023 Earnings Conference Call October 24, 2023 11:00 AM ET Company Participants Aaron Diefenthaler – Chief Investment Officer & Treasurer Todd Bryant – Chief Financial Officer Craig Kliethermes – President & Chief Executive Officer Jennifer Klobnak – Chief Operating Officer Conference Call Participants Gregory Peters – Raymond James Andrew Andersen –…
Roman Barkov Ares Capital Corp (NASDAQ:ARCC) has long been my favorite overall Business Development Company (i.e., “BDC”)(BIZD), in large part due to its impressive total return performance alongside its very high and consistent dividend payout. However, it is no longer my favorite overall BDC. In this article, I discuss three major reasons why. Why ARCC…
SL Green Realty Corp. (NYSE:SLG) Q3 2023 Earnings Conference Call October 19, 2023 2:00 PM ET Company Participants Marc Holliday – Chairman and CEO Andrew Mathias – President Matthew DiLiberto – CFO Steve Durels – EVP, Director of Leasing and Real Property Harrison Sitomer – Chief Investment Officer Conference Call Participants John Kim – BMO…
AndreyPopov A Quick Take On Waystar Holding Corp. Waystar Holding Corp. (WAY) has filed to raise $100 million in an IPO of its common stock, according to an SEC S-1 registration statement. The firm provides a cloud-based software system to facilitate payments to healthcare service providers. Waystar Holding Corp. top line revenue growth rate is…
Pablo Cuadra/Getty Images Entertainment In today’s analysis, we discuss V.F. Corporation (VFC), a U.S. consumer firm that has shed a significant amount of its market value in the past year due to various company-specific and systematic headwinds. Data by YCharts Many market participants might think it’s a good time to buy V.F. Corporation, as the…
Park Aerospace Corp. (NYSE:PKE) Q2 2024 Earnings Conference Call October 5, 2023 5:00 PM ET Company Participants Brian Shore – Chairman and Chief Executive Officer Conference Call Participants Operator Good afternoon. My name is Alicia, and I’ll be your conference operator today. At this time, I would like to welcome everyone to the Park Aerospace…
CalAmp Corp. (NASDAQ:CAMP) Q2 2024 Earnings Conference Call October 5, 2023 5:00 PM ET Company Participants Logan Lucas – Corporate Strategy and Investor Relations Manager Jason Cohenour – Interim Chief Executive Officer Jikun Kim – Chief Financial Officer Conference Call Participants Adam Beavis – Goldman Sachs Scott Searle – ROTH MKM George Notter – Jefferies…
champpixs Introduction One of the slight improvements that occurred in the last report from Regional Management Corp. (NYSE:RM) was the delinquency rate starting to decline somewhat to 6.9%. This is still quite high in my opinion and investors should be worried about the company acutely losing a significant amount of earnings potential from this. I…
andreswd/E+ via Getty Images Overview My recommendation for InnovAge Holdings (NASDAQ:INNV) is a buy rating as I expect the business to recover from the sanction with ease, which it is currently experiencing. Doing so should improve valuation as the market sees that INNV’s operations have reverted to pre-sanctions levels. Business INNV holds the position of…
sommart/iStock via Getty Images Introduction I like the regional banks industry a lot right now, as there are a lot of good deals to be picked in my opinion. Right now I think that Synovus Financial Corp (NYSE:SNV) is one of them as well. The company has seen its share price heavily decrease over the…
InnovAge Holding Corp. (NASDAQ:INNV) Q4 2023 Earnings Call Transcript September 12, 2023 5:00 PM ET Company Participants Ryan Kubota – Director, IR Patrick Blair – President and CEO Ben Adams – CFO Rich Feifer – Chief Medical Officer Conference Call Participants Jamie Perse – Goldman Sachs Jason Cassorla – Citi Madeline Mollman – William Blair…
Hero Images Inc After the banking collapse occurred earlier this year, I immediately began searching for some attractive prospects. These are companies that have fallen significantly, that have shown signs of resilience during the drop, and that have not yet staged a full recovery from the decline. One interesting prospect in this space that found…