Brothers91/E+ via Getty Images TFI International (NYSE:TFII) is a leading transportation and logistics company and the stock is part of my long-term portfolio which was added last year. I think that it is rare to find a business such as this and have a chance to add it to the portfolio when there could still…
Dyadic International, Inc. (NASDAQ:DYAI) Q1 2024 Earnings Conference Call May 14, 2024 5:00 PM ET Company Participants Mark Emalfarb – President & CEOPing Rawson – CFOJoseph Hazelton – COO Conference Call Participants John Vandermosten – Zacks Operator Ladies and gentlemen, good evening, and welcome to Dyadic International’s Q1 2024 Conference Call. Currently, all participants are…
Martin Barraud Markets Review Past performance is not indicative of future results. Aristotle International Equity ADR Composite returns are presented gross and net of investment advisory fees and include the reinvestment of all income. Gross returns will be reduced by fees and other expenses that may be incurred in the management of the account. Net…
International Game Technology PLC (NYSE:IGT) Q1 2024 Earnings Conference Call May 14, 2024 8:00 AM ET Company Participants James Hurley – SVP, IRVincent Sadusky – CEOMassimiliano Chiara – CFO Conference Call Participants Barry Jonas – Truist SecuritiesJeff Stantial – StifelDavid Katz – JefferiesChad Beynon – MacquarieJoe Stauff – SusquehannaDavid Hargreaves – Barclays Operator Thank you…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Israel has ordered more people to flee Rafah as it prepares to expand its assault on the southern Gazan city despite international condemnation of its offensive in the densely populated area. The Israel Defense Forces…
Papa John’s International, Inc. (NASDAQ:PZZA) Q1 2024 Earnings Conference Call May 9, 2024 8:00 AM ET Company Participants Stacy Frole – VP, IRRavi Thanawala – Interim Chief Executive Officer & CFORob Lynch – President & CEO Conference Call Participants Jim Salera – Stephens Inc.Eric Gonzalez – KeyBancSara Senatore – Bank of AmericaBrian Mullan – Piper…
Tempur Sealy International, Inc. (NYSE:TPX) Q1 2024 Earnings Conference Call May 7, 2024 8:00 AM ET Company Participants Aubrey Moore – Investor RelationsScott Thompson – Chairman, President & Chief Executive OfficerBhaskar Rao – Executive Vice President & Chief Financial Officer Conference Call Participants Susan Maklari – Goldman SachsBobby Griffin – Raymond JamesRafe Jadrosich – Bank…
DIGIcal Matthews International Corporation (NASDAQ:MATW) just reported fiscal Q2 results. We are seeing quite major impacts from warehouse automation, but as mentioned in our last quarterly coverage, MATW is still on track to see some incremental improvement into the next quarters. Energy is doing fine within industrial tech, but the major order that came in…
Superior Industries International, Inc. (NYSE:SUP) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Majdi B. Abulaban – President and Chief Executive OfficerTimothy Trenary – Executive Vice President and Chief Financial Officer Conference Call Participants Michael Ward – Freedom CapitalGary Prestopino – Barrington ResearchMehmet Dere – Deutsche Bank Operator Welcome to…
ICF International, Inc. (NASDAQ:ICFI) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Lynn Morgen – Investor RelationsJohn Wasson – Chair and Chief Executive OfficerBarry Broadus – Chief Financial OfficerJames Morgan – Chief Operating Officer Conference Call Participants Sam Kusswurm – William BlairJack Wilson – Truist SecuritiesMarc Riddick – Sidoti Operator…
Baxter International Inc. (NYSE:BAX) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Clare Trachtman – Vice President, Investor RelationsJoe Almeida – Chairman & Chief Executive OfficerJoel Grade – Executive Vice President & Chief Financial Officer Conference Call Participants Vijay Kumar – Evercore ISIPito Chickering – Deutsche Bank Larry Biegelsen –…
Albany International Corp. (NYSE:AIN) Q1 2024 Earnings Conference Call April 30, 2024 9:00 AM ET Company Participants JC Chetnani – VP, IRGunnar Kleveland – President & CEORobert Starr – CFO & Treasurer Conference Call Participants Peter Arment – BairdMichael Ciarmoli – Truist Securities.Jordan Lyonnais – Bank of AmericaJack Ayers – TD CowenChigusa Katoku – J.P….
Logitech International S.A. (NASDAQ:LOGI) Q4 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Nate Melihercik – Head of Global Investor RelationsHanneke Faber – Chief Executive OfficerChuck Boynton – Chief Financial Officer Conference Call Participants Alex Duval – Goldman SachsAsiya Merchant – CitiGeorge-Samuel Brown – Deutsche BankDidier Scemama – Bank of AmericaGeorge…
sankai Is There Wealth Creation Outside of the US? It appears the Magnificent Seven has supplanted FAANG stocks as the poster child for investing in US equities. Investors can be forgiven for increasingly ignoring international markets given the continuing outperformance of the US market. Just when the US market seemed to be running out of…
Thermal Energy International Inc. (OTCQB:TMGEF) Q3 2024 Earnings Conference Call April 25, 2024 8:30 AM ET Company Participants William Crosland – President and CEOTrevor Heisler – NBC Capital Market Advisors Conference Call Participants Operator Welcome everyone. I’m William Crosland, President and CEO of Thermal Energy International, and welcome to our fiscal 2024, Third Quarter and…
TFI International Inc. (NYSE:TFII) Q1 2024 Earnings Conference Call April 26, 2024 8:30 AM ET Company Participants Alain Bédard – Chairman, President & Chief Executive Officer Conference Call Participants Brian Ossenbeck – JPMorganJordan Alliger – Goldman SachsRavi Shanker – Morgan StanleyTom Wadewitz – UBSKevin Chiang – CIBCWalter Spracklin – RBC Capital MarketsKonark Gupta – Scotia…
GrafTech International Ltd. Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Mike Dillon – VP, IR and Corporate CommunicationsCatherine Delgado – Interim CFOTim Flanagan – CEO and PresidentJeremy Halford – COO Conference Call Participants Curt Woodworth – UBSBill Peterson – JPMorganArun Viswanathan – RBC Capital MarketsAlex Hacking – CitiMatthew Vittorioso…
ATN International, Inc. (NASDAQ:ATNI) Q1 2024 Results Conference Call April 25, 2024 10:00 AM ET Company Participants Michele Satrowsky – Corporate Treasurer and Head of InvestorsBrad Martin – Chief Executive OfficerCarlos Doglioli – Chief Financial Officer Conference Call Participants Richard Prentiss – Raymond JamesGreg Burns – SidotiHamed Khorsand – BWS FinancialRobert Beauregard – Global Alpha…
Croda International Plc (OTCPK:COIHF) Q1 2024 Earnings Conference Call April 24, 2024 3:00 AM ET Company Participants David Bishop – Investor RelationsSteve Foots – Chief Executive OfficerLouisa Burdett – Chief Financial Officer Conference Call Participants Matthew Yates – Bank of AmericaCharles Eden – UBSChetan Udeti – JP MorganSebastian Bray – BerenbergLisa Dennis – Morgan StanleyAmy…
JHVEPhoto Magna International Inc. (NYSE:MGA) is a multinational mobility solutions and technology company for automakers that designs, develops, and manufactures automotive systems, assemblies, modules, and components. Founded in 1957, Magna is now a $15 billion (by market cap) major manufacturer that employs nearly 180,000 people. FY 2023 revenue can be broken down by product category:…
Northern Technologies International Corporation (NASDAQ:NTIC) Q2 2024 Results Conference Call April 11, 2024 9:00 AM ET Company Participants Patrick Lynch – President and Chief Executive OfficerMatt Wolsfeld – Chief Financial Officer Conference Call Participants Gus Richard – NorthlandTim Clarkson – Van Clemens & Co.John Bair – Ascend Wealth AdvisorsWalter Ramsley – Walrus Operator As part…
metamorworks Thesis Over the past decade, Digi International Inc.’s (NASDAQ:DGII) earnings have had some ups and downs. But, beginning in 2020, it has more consistently increased its earnings: Data by YCharts Will its earnings stay on that path? It seems likely, but at a slower rate this year and next year. Beyond that, the share…
Stewart Sutton Revenue at the international arm of one of China’s leading parcel delivery companies shrunk by nearly 30% last year on falling international freight prices and waning demand. Despite the gradual restoration of global supply chains post-pandemic, demand for international freight delivery services to and from China stayed sluggish last year as a slowing…
Nikada The Oakmark International Fund (MUTF:OAKIX) (“the Fund”) returned 0.11% for the quarter ended March 31, compared to the benchmark, the MSCI World ex USA Index (net), which returned 5.59% for the same period. In addition, the Fund has returned an average of 8.55% per year since its inception in September 1992, outperforming the MSCI…
Klaus Vedfelt At this point in the investment cycle, my preference leans significantly towards international equities over US equities, primarily due to their prolonged underperformance. Exploring international market ETFs opens up several avenues. A particularly intriguing option is investing in the ALPS International Sector Dividend Dogs ETF (NYSEARCA:IDOG). This ETF follows the S-Network International Sector…
curraheeshutter OIS Strides Ahead I discussed Oil States International (NYSE:OIS) in the past, and you can read the latest article here, which was published on January 17. At the start of 2024, I expect the commercialization of new technologies to push its revenues and cash flows higher. Its managed pressure drilling systems and the ActiveHub…
Reading International, Inc. (NASDAQ:RDI) Q4 2023 Earnings Conference Call April 2, 2024 5:00 PM ET Company Participants Andrzej Matyczynski – EVP, Global OperationsEllen Cotter – Vice Chair, CEO & PresidentGilbert Avanes – EVP, CFO & Treasurer Conference Call Participants Andrzej Matyczynski Thank you for joining Reading International’s Earnings Call to discuss our 2023 Fourth Quarter…
Aaron Davidson Introduction Celsius Holdings (NASDAQ:CELH) is probably one of the hottest stocks on the market right now, which is unique for a company selling energy drinks. Celsius has been able to propel itself to the top through its strong brand affinity and distribution deals with large companies like PepsiCo (PEP) over the last few…
Daniel Grizelj Investment Thesis Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) deserves a buy rating among international dividend funds based on multiple attractive qualities. First, VYMI offers investors vast international diversification with over 1,000 holdings and a relatively low expense ratio. Second, VYMI provides a solid dividend yield while having greater dividend sustainability than other…
Dyadic International, Inc. (NASDAQ:DYAI) Q4 2023 Earnings Conference Call March 28, 2024 5:00 PM ET Company Participants Mark Emalfarb – President, Chief Executive OfficerPing Rawson – Chief Financial OfficerJoseph Hazelton – Chief Operating Officer Conference Call Participants John Vandermosten – Zacks Operator Good evening, and welcome to the Dyadic International’s Fiscal Year 2023 Year-end Conference…
Sunshine Seeds/iStock Editorial via Getty Images While I have done quite a bit of work in the airline space (having largely picked the right winners and the right losers in my April 2020 study of the sector in a COVID-19 recovery environment), I never had the pleasure of researching International Consolidated Airlines Group (OTCPK:ICAGY) until…
RyanJLane One of the most common sayings that I have heard is, ‘may we be cursed to live in interesting times’. And these most certainly are interesting times. This is true on a macro scale. But it’s also true when talking about individual investment opportunities. As an example, we need only look at International Game…
Ethan Miller Note: I have covered VOXX International Corporation (NASDAQ:VOXX) previously, so investors should view this as an update to my earlier articles on the company. Leading automotive and consumer electronics products manufacturer and distributor VOXX International Corporation or “VOXX International” continues to operate in a challenging business environment as once again evidenced by the…
Yuji Sakai International Paper Company (NYSE:IP) shows a 4.7% dividend yield and recent recommendations from investment banks. IP appears to be making significant transformations that include sale of assets and restructuring, which could accelerate with the recently elected CEO. In addition, I think that further repurchases of its own shares and reduction in the share…
Michael M. Santiago Last April, I placed a “Buy” rating on Philip Morris International (NYSE:PM), saying it had huge opportunity in front of it as it started to derive more and more revenue from higher margin smoke-free products. More recently in November, I said the company was a unique combination of growth and defense. With…
alvaro gonzalez/Moment via Getty Images Introduction and thesis CRA International (NASDAQ:CRAI) is a global consulting firm that provides economic, financial, and management consulting services. Headquartered in Boston, Massachusetts, the company serves clients across various industries, offering expertise in areas such as litigation support, regulatory compliance, mergers and acquisitions, and strategic consulting. CRAI operates within a…
PhonlamaiPhoto ACM Research (NASDAQ:ACMR) experienced a strong FY23 as the firm realized significant sales growth across all segments for their cleaning, plating, and furnace technologies. Management is currently expanding operations internationally and anticipates the completion of their Lingang facility in Mainland China in mid-2024, further bolstering their footprint across the semiconductor manufacturing process. Through international…
International Money Express, Inc. (NASDAQ:IMXI) Q4 2023 Earnings Call Transcript February 27, 2024 9:00 AM ET Company Participants Alex Sadowski – IR Coordinator Bob Lisy – Chairman, CEO & President Andras Bende – CFO Marcelo Theodoro – Chief Digital Officer Conference Call Participants David Scharf – Citizens JMP Mike Grondahl – Northland Securities Chris Vang…
Papa John’s International, Inc. (NASDAQ:PZZA) Q4 2023 Earnings Conference Call February 29, 2024 8:00 AM ET Company Participants Stacy Frole – VP, IR Rob Lynch – President & CEO Ravi Thanawala – CFO Conference Call Participants Sara Senatore – Bank of America Peter Saleh – BTIG Lauren Silverman – Deutsche Bank Brian Bittner – Oppenheimer…
International Seaways, Inc. (NYSE:INSW) Q4 2023 Earnings Conference Call February 29, 2024 9:00 AM ET Company Participants James Small – General Counsel and Chief Administrative Officer Lois Zabrocky – President and CEO Jeff Pribor – CFO Derek Solon – SVP and Chief Commercial Officer Conference Call Participants Christopher Robertson – Deutsche Bank Liam Burke –…
MicroStockHub Markets Review (All MSCI index returns are shown net and in U.S. dollars unless otherwise noted.) Sources: CAPS CompositeHubTM, Bloomberg Past performance is not indicative of future results. Aristotle International Equity Composite returns are presented gross and net of investment advisory fees and include the reinvestment of all income. Gross returns will be reduced…
SeventyFour/iStock via Getty Images Service Corporation International (NYSE:SCI) is a company we’ve covered some time ago, focusing on the interesting cash flow dynamics of the business and its secular trends. The changes since then have been the end of COVID-19 excess deaths, which has caused an anticipated decline in funeral revenues. Nonetheless, SCI performs well…
Yuichiro Chino/Moment via Getty Images Seeks Growth & Capital Preservation (Performance (%) as of 12-31-2023) Qtr YTD 1 Yr 3 Yr 5 Yr 10 Yr Inception Polen International Growth (MUTF:POIIX, MUTF:POIRX) (Gross) 15.59 29.29 29.29 -0.64 7.18 – 8.95 Polen International Growth (Net) 15.23 27.73 27.73 -1.57 6.26 – 8.02 MSCI ACWI (ex-USA) 9.75 15.62…
International Flavors & Fragrances Inc. (NYSE:IFF) Q4 2023 Earnings Conference Call February 21, 2024 9:00 AM ET Company Participants Michael DeVeau – Senior Vice President, Corporate Finance & Investor Relations Erik Fyrwald – Chief Executive Officer Glenn Richter – Executive Vice President, Chief Financial & Business Transformation Officer Conference Call Participants Ghansham Panjabi – Baird…
Philip Morris International Inc. (NYSE:PM) Consumer Analyst Group of New York (CAGNY) Conference February 21, 2024 10:00 AM ET Company Participants Jacek Olczak – Chief Executive Officer Emmanuel Babeau – Chief Financial Officer Stacy Kennedy – President of Americas & CEO of PMI U.S. Stefano Volpetti – President, Smoke-Free Inhaled Products & Chief Consumer Officer…
Oil States International, Inc. (NYSE:OIS) Q4 2023 Earnings Conference Call February 20, 2024 11:00 AM ET Company Participants Ellen Pennington – Counsel & Assistant Corporate Secretary Cindy Taylor – President & Chief Executive Officer Lloyd Hajdik – Executive Vice President & Chief Financial Officer Conference Call Participants Connor Jensen – Raymond James John Daniel –…
Honeywell International Inc. (NASDAQ:HON) Citi’s 2024 Global Industrial Tech and Mobility Conference February 20, 2024 8:00 AM ET Company Participants Vimal Kapur – CEO Conference Call Participants Andrew Kaplowitz – Citi Andrew Kaplowitz We’re going to get started. Again, appreciate everyone joining us. For those of you who weren’t at our first meeting, early risers,…
Maksym Belchenko/iStock via Getty Images The operator of the Tim Hortons chain in China is falling behind its aggressive expansion plans amid disagreement with the brand’s owner about new investment Donut anyone? You won’t find many of those – if any – at Tim Hortons restaurants in China these days, after the chain’s local operator…
Mercer International Inc. (NASDAQ:MERC) Q4 2023 Earnings Call Transcript February 16, 2024 10:00 AM ET Company Participants Richard Short – CFO & Secretary Juan Carlos Bueno – President & CEO Conference Call Participants Hamir Patel – CIBC Capital Markets Richard Stevens – Amundi USA Kasia Trzaski Kopytek – TD Securities Sam McGovern – UBS Operator…
Tomsmith585 Investment Thesis I rate Marriott International as a hold at this time and will be watching RevPAR growth in China as well as overall RevPAR growth heading into the summer months to determine if an upside is possible for the stock once again. In a previous article back in November 2023, I made the…