Richard Drury Shares of F&G Annuities & Life (NYSE:FG) have been a tremendous performer over the past year, rising over 140% as higher rates and strong investment returns have buoyed its financial performance. On Wednesday, the company reported solid quarterly results, and we have seen modest profit taking in response, given its large run. I…
Achieve Life Sciences, Inc. (NASDAQ:ACHV) Q1 2024 Earnings Conference Call May 9, 2024 4:30 PM ET Company Participants Nicole Jones – Investor RelationsJohn Bencich – Chief Executive OfficerCindy Jacobs – President and Chief Medical OfficerJerry Wan – Principal Accounting Officer Conference Call Participants Thomas Flaten – Lake Street CapitalMichael Higgins – Ladenburg ThalmannJohn Vandermosten –…
Anavex Life Sciences Corp. (NASDAQ:AVXL) Q2 2024 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Dr. Christopher Missling – President and CEOSandra Boenisch – Principal Financial Officer Conference Call Participants Soumit Roy – Jones ResearchRam Selvaraju – H.C. WainwrightTom Bishop – BI Research Operator Good morning. And welcome to the Anavex Life…
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…
Anchiy/E+ via Getty Images Summary Following my coverage of Life Time Group Holdings (NYSE:LTH), for which I recommended a buy rating as I believed the fundamentals were actually improving, this post is to provide an update on my thoughts on the business and stock. I reiterate my buy rating for LTH despite the lower growth…
Andreus/iStock via Getty Images Topline Summary TriSalus Life Sciences (NASDAQ:TLSI) is a biotech focused on the development of novel therapies for cancer, particularly directed at the liver. And one of their first approvals was in a non-skin form of melanoma. Huh? Let’s take a step back and a look at TLSI, their approved product, and…
SL_Photography/iStock via Getty Images Introduction In a recent article on Tourmaline Oil (TOU:CA, OTCPK:TRMLF), I explained why the company stock was a good way to have exposure to natural gas prices. However, I obviously also wanted to have another look at some of my older ideas. Crew Energy Inc. (TSX:CR:CA, OTCQB:CWEGF), for instance, is a…
skynesher/E+ via Getty Images No man is a failure who has friends. Every year around Christmastime, my family watches the classic film, It’s A Wonderful Life. Most of us cry at the ending every year. I cannot recall a time in my life that I have ever cried tears of joy, rather than sadness, except…
Mario Tama Thesis A friend of mine is retiring this month and asked me to point him in the direction of companies with attractive yield on cost potential. My first response was that he should check out Altria Group, Inc. (NYSE:MO). They have significant cash flow and have been buying back shares, this has allowed…
skynesher/E+ via Getty Images Among the wreckage of 2021-era SPACs, an interesting, profitable opportunity has emerged. Abacus Life (NASDAQ:ABL) (NASDAQ:ABLLW) deSPAC’d this summer as a three-way merger between Abacus Settlements, Longevity Market Assets, and East Resources Acquisition Company, trading down about 35% since the merger. For the uninitiated, the life settlements business has not fared…
tadamichi Shares of F&G Annuities & Life (NYSE:FG) have been a tremendous performer this year, nearly doubling, and those gains accelerated this week after the company reported a strong quarter. Alongside results, FG also increased its share buyback program by $25 million and increased its dividend 5% to $0.21. While the company is performing well,…
razihusin/iStock via Getty Images Co-authored by Treading Softly Have you ever competed with somebody whose sole goal was not just simply to win but to utterly crush you at whatever game you’re playing with them? At times, those who have such motivations can be enjoyable competitors but also can be absolutely miserable to compete against….
EmirMemedovski Life Time Group Holdings (NYSE:LTH) shares fell nearly 20% last week and have now declined 37% since my February article, so I’ve decided to revisit the name. What is particularly interesting here is that while the stock chart is ugly, the 2023 full year EBITDA guidance Life Time provided last week is up 21%…
BrianAJackson Investment Overview – Maravai’s Monster IPO Amid COVID Vaccine Hype Maravai LifeSciences (NASDAQ:MRVI) joined the Nasdaq back in November 2020, its Initial Public Offering (“IPO”) raising an astounding $1.62bn via the issuance of ~60m shares, priced at $27 per share. Formed in 2014, via a partnership between life science industry veterans Carl Hull and…
Globe Life Inc. (NYSE:GL) Q3 2023 Earnings Conference Call October 26, 2023 11:00 AM ET Company Participants Stephen Mota – Senior Director, Investor Relations Frank Svoboda – Co-Chief Executive Officer Matt Darden – Co-Chief Executive Officer Tom Kalmbach – Chief Financial Officer Conference Call Participants Wes Carmichael – Wells Fargo Jimmy Bhullar – JPMorgan Wilma…
MicroBT, a prominent Bitcoin mining hardware manufacturer, made an industry-leading announcement in hash efficiency at the Blockchain Life 2023 event in Dubai. The company unveiled its latest generation mining rigs, the Whatsminer M60 series, encompassing hydro, immersion, and air-cooling models. During his opening speech, Dr. Zuoxing Yang, the founder and CEO of MicroBT, reiterated the…
FG Trade/E+ via Getty Images At a Glance In a follow-up to my previous analysis where I recommended a “Hold” stance on MannKind Corporation (NASDAQ:MNKD), the latest financial quarter reveals some pivotal developments. Revenues have seen a notable increase, primarily fueled by strategic partnerships and an expanded product line featuring Tyvaso DPI. The FDA’s approval…
Drazen Zigic/iStock via Getty Images Life Time Group Holdings, Inc. (NYSE:LTH) operates approximately 160 fitness centers across the United States serving more than 800k members. The company has found success through a wellness lifestyle approach incorporating premium amenities at resort-like destinations. The attraction here is an impressive growth outlook with firming profitability in recent quarters….
gorodenkoff Looking for high-yield tech and/or life science investments? While these two sectors aren’t known for attractive dividend yields, there are still ways you can earn high-yield income from them. One way is to invest in certain business development companies to gain high-yielding exposure to privately held tech and life science companies. Horizon Technology Finance…
georgeclerk/iStock via Getty Images Introduction The last quarterly report from the company managed to showcase a decent improvement in one of the more important areas for the company, its delinquency rates. The move was positive and the rate for 90+ was reduced to 3.5%, down from 4.1% in the previous quarter. Apart from that, there…
anusorn nakdee/iStock via Getty Images Wave Life Sciences Ltd. (NASDAQ:WVE) develops stereopure oligonucleotides using its PRISM platform to target disease-causing genetic mutations. This is its pipeline: WVE PIPELINE (WVE WEBSITE) Lead assets are WVE-N531 targeting exon 53 skipping DMD, and WVE-003 targeting Huntington’s Disease in phase 1/2 trials. WVE owns the first molecule globally, while…
DarioGaona/iStock via Getty Images Atai Life Sciences (NASDAQ:ATAI) has been making great progress in advancing several drugs from its pipeline on multiple fronts. In particular, it is advancing a clinical candidate known as RL-007 for the treatment of patients with cognitive impairment associated with schizophrenia, in an ongoing phase 2b study. Top-line results from this…
This is an opinion editorial by Enza Coin, a Bitcoin-focused investor and content creator. Of all countries on Earth, the formerly-named Yugoslavia best reflects all of the prime examples of what Bitcoin “fixes.” I was born there — grew up, started school and even had my first job there before moving abroad. Now, I have…
AzmanL/E+ via Getty Images Investment Thesis National Vision Holdings (NASDAQ:EYE) is among the largest eyewear player in the US with ~1,400 stores across the country. It operates through five brands including America’s Best and Eyeglass World offering eye exams, eyeglasses, and contact lenses to budget-conscious and low income consumers. However, its growth has continually lagged…
Achieve Life Sciences, Inc. (NASDAQ:ACHV) Q2 2023 Earnings Conference Call August 15, 2023 8:30 AM ET Company Participants Nicole Jones – Investor Relations John Bencich – Chief Executive Officer Jerry Wan – Principal Accounting Officer Conference Call Participants Thomas Flaten – Lake Street Capital Francois Brisebois – Oppenheimer Farhana Sakloth – Ladenburg Thalmann Laura Suriel…
urbazon One of the great things about buying value stocks is that you don’t necessarily need financial performance of those businesses to be all that special in order for the market to eventually realize that shares are underpriced. A great example of this can be seen by looking at Matthews International (NASDAQ:MATW). Since I wrote…
Globe Life Inc. (NYSE:GL) Q2 2023 Earnings Conference Call July 27, 2023 12:00 PM ET Company Participants Stephen Mota – Senior Director, Customer Relations Frank Svoboda – Chief Executive Officer Matt Darden – Chief Executive Officer Tom Kalmbach – Chief Financial Officer Mike Majors – Chief Strategy Officer Conference Call Participants Wes Carmichael – Wells…