Hims & Hers Health, Inc. (NYSE:HIMS) Q3 2023 Earnings Conference Call November 6, 2023 5:00 PM ET Company Participants Alice Lopatto – VP, IR Andrew Dudum – Co-Founder, Chairman & CEO Yemi Okupe – CFO Conference Call Participants Glen Santangelo – Jefferies Daniel Grosslight – Citigroup Jack Wallace – Guggenheim Securities Jailendra Singh – Truist…
Evolent Health, Inc. (NYSE:EVH) Q3 2023 Earnings Conference Call November 2, 2023 5:00 PM ET Company Participants Seth Frank – Vice President, Investor Relations Seth Blackley – Chief Executive Officer, Co-Founder & Board Member John Johnson – Chief Financial Officer Conference Call Participants Ryan Daniels – William Blair Kevin Caliendo – UBS Unknown speaker –…
ipopba Teladoc Health, Inc. (NYSE:TDOC) is sinking towards multi-year lows despite the virtual care company reporting strong adjusted profits. The stock market convinced companies to focus on profits and now the fear is the lack of revenue growth. My investment thesis is ultra-Bullish on Teladoc Health, but the telemedicine provider needs to return to focusing…
USANA Health Sciences, Inc. (NYSE:USNA) Q3 2023 Earnings Conference Call October 25, 2023 11:00 AM ET Company Participants Andrew Masuda – Investor Relations Jim Brown – President and Chief Executive Officer Doug Hekking – Chief Financial Officer Brent Neidig – Chief Commercial Officer Conference Call Participants Anthony Lebiedzinski – Sidoti Doug Lane – Water Tower…
JHVEPhoto Investment Thesis Over the past five years, the shares of CVS Health Corporation (NYSE:CVS) have not changed much. I believe this is not likely to last long as valuation suggests that the shares are considerably undervalued amid present risks and offer a great upside and seemingly limited downside potential. YCharts Corporate profile CVS Health…
Bega9000/iStock Editorial via Getty Images Cost inflation and immense competition Keurig Dr Pepper (NASDAQ:KDP) has been significantly impacted by supply chain disruptions leading to higher input costs, logistics and manufacturing and labor costs. This is partially due to geopolitical uncertainty and its impact on commodity and energy prices. We believe that the current headwinds are…
jetcityimage Traditional Defensive Sectors Have Not Proved Defensive Recently The recent market environment has proved especially challenging for a lot of stocks typically viewed as defensive such as Utilities (XLU) and Consumer Staples (XLP). Typically during market sell-offs, these are two sectors that tend to outperform due to their defensive nature. However, in the most…
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,…
onurdongel Research Note Summary Today’s note will focus on Cardinal Health (NYSE:CAH), a large player in the healthcare distribution space, but one that is often under-covered on this portal. I gave it a hold rating today based on several positive factors including revenue YoY growth beating its peers, undervalued on price-to-earnings, and outperforming the S&P500…
Pfizer Inc. (NYSE:PFE) Cantor Fitzgerald Annual Global Health Conference Call September 26, 2023 3:30 PM ET Company Participants Albert Bourla – Chairman & CEO Conference Call Participants Louise Chen – Cantor Fitzgerald Louise Chen All right. Good day, everybody. Thank you for joining us for our keynote address with the Chairman and CEO of Pfizer,…
Srdjanns74/iStock via Getty Images Talkspace, Inc (NASDAQ:TALK) is a virtual healthcare provider specializing in psychiatric therapy and mental health services. Individual subscribers, couples, and employer-sponsored plan members can meet with a licensed therapist for personalized treatment via live video, audio, or chat sessions. While the stock has been extremely volatile since the company’s 2021 IPO…
uchar/E+ via Getty Images Introduction Looking back since March 2021 the share price for Oscar Health, Inc. (NYSE:OSCR) has plummeted. The highs were around $35 and now the company is nowhere near that. I think that the company looked too optimistic and the price has compressed as a result. The last report did show a…
PeopleImages/iStock via Getty Images Thesis Kenvue Incorporated (NYSE:KVUE) is a leader in the consumer health industry. Despite recently separating from Johnson & Johnson and being listed on the New York Stock Exchange, Kenvue is a forefront business in health-related consumer-accessible items across the globe. As the company stabilizes and progresses through the recent spinoff, Kenvue’s…
JHVEPhoto Investment Thesis CVS’s (NYSE:CVS) share price tanked last week, after it was announced that the health insurer Blue Shield of California is set to drop the healthcare giant’s Pharmacy Benefit Manager (“PBM”), Caremark, after a 15-year association, and team up with Amazon (AMZN), Mark Cuban’s Cost Plus Drug Company, and three other companies instead….
Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) Q2 2023 Earnings Call Transcript August 24, 2023 8:00 AM ET Company Participants Cathy Yao – VP of IR Ron Coughlin – CEO Brian LaRose – CFO Conference Call Participants Oliver Wintermantel – Evercore ISI David Lance – Wells Fargo Simeon Gutman – Morgan Stanley Anna Andreeva –…
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…
aluxum Investment briefing After extensively reviewing the investment case for Privia Health Group, Inc. (NASDAQ:PRVA) findings corroborate a revised buy rating in my view. Following the September FY’22 publication on PRVA, several pointers suggest the company can unlock risk capital for equity investors this year. PRVA exhibits growth in key business metrics underlying its unit…
Martin Barraud/iStock via Getty Images Investment Outline Momentum continues for Encompass Health Corporation (NYSE:EHC) as revenues grow by 11.7% YoY. Engaging in the healthcare facilities industry, EHC has built up a strong market position for itself. The valuation continues to look appealing, even after the run-up it has had in the last several months. Looking…
Privia Health Group, Inc. (NASDAQ:PRVA) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Parth Mehrotra – President and CEO David Mountcastle – CFO Robert Borchert – SVP, Investor & Corporate Communications Conference Call Participants Jailendra Singh – Truist Securities Lisa Gill – J.P. Morgan Sameer Patel – Evercore ISI Richard…
Sotera Health Company (NASDAQ:SHC) Q2 2023 Earnings Conference Call August 3, 2023 9:00 AM ET Corporate Participants Jason Peterson – Vice President and Treasurer Michael Petras – Chairman and Chief Executive Officer Jonathan Lyons – Chief Financial Officer Conference Call Participants Sean Dodge – RBC Capital David Windley – Jefferies Luke Sergott – Barclays Casey…
SCStock Introduction At our Conservative Income Portfolio service, we cover the universe of preferred stocks, term preferred stocks, baby bonds, and traditional bonds. Generally, we consider the safety of utmost performance as we look to find the highest yielders that also offer a strong level of safety. We also focus on securities that not only…
Seremin Zepp Health (NYSE:ZEPP) today is no longer the company it used to be. As Huami, it was heavily reliant on its strategic partner Xiaomi which in 2020 brought close to 70% of revenue. In just a couple of years, this has changed dramatically in favor of Zepp’s own brands which now constitute 60% of…