Recent 13F SEC filings have revealed several major US financial institutions are allocating serious money to Bitcoin via spot ETFs, with these filings disclosing the holdings of institutional investors with over $100 million allocated. After the SEC approved several spot Bitcoin ETFs earlier this year, investors have eagerly awaited these disclosures. The filings reveal names…
Berkut_34 Thesis Kinder Morgan’s (NYSE:KMI) dividend (currently yielding 6.01%) is generated by its critical pipeline and terminal infrastructure which serves the attractive natural gas industry amongst other commodities and makes it a stock of interest for dividend income, dividend growth and total return investors alike. The company has now grown its dividend for seven consecutive…
Monty Rakusen This article was co-produced with Williams Equity Research. Wall Street has been establishing its foothold in the private credit space for about 15 years now. Its main focus has been raising capital for private Business Development Companies (‘BDCs’). After building out the portfolios and a track record, the private BDCs eventually list on…
Morgan Stanley, one of the world’s largest investment banks with over $1.4 trillion in assets under management (AUM), is reportedly considering allowing its brokers to directly recommend Bitcoin exchange-traded funds (ETFs) to its customers. JUST IN: Morgan Stanley may allow its 15,000 brokers to recommend #Bitcoin ETFs to their clients: Reports Gradually, then suddenly 🙌…
Kinder Morgan, Inc. (NYSE:KMI) Q1 2024 Earnings Conference Call April 17, 2024 4:30 PM ET Company Participants Rich Kinder – Executive ChairmanKim Dang – CEOTom Martin – PresidentDavid Michels – VP and CFOSital Mody – President, Natural Gas Pipelines Conference Call Participants John Mackay – Goldman SachsMichael Blum – Wells FargoJeremy Tonet – JPMorganNeal Dingmann…
PM Images Since the beginning of 2021, Kinder Morgan’s (NYSE:KMI) shares have been stuck trading sideways between $15 and $20. Shares have still not gotten back to their pre-pandemic levels, and we’re approaching a decade of relatively flat returns. Long-term investors who have held shares for more than a decade are probably displeased with KMI…
Morgan Stanley and UBS are working to become the first major U.S. banks to offer a spot Bitcoin ETFs to all clients, according to social media reports. With $1.26 trillion and $1.1 trillion in assets under management respectively, Morgan Stanley and UBS are two of the largest wealth managers worldwide. Both are vying to fully…
Lockheed Martin Corporation (NYSE:LMT) J.P. Morgan 2024 Industrials Conference Call March 13, 2024 10:15 AM ET Company Participants Jay Malave – Chief Financial Officer Conference Call Participants Seth Seifman – J.P. Morgan Seth Seifman Good morning, everyone. Welcome back to the aerospace defense track at the 2024 JPMorgan Industrials Conference. I’m Seth Seifman, the U.S….
JasonDoiy Kinder Morgan (NYSE:KMI) is one of the largest energy infrastructure companies, with a market capitalization of almost $40 billion. The company has seen its share price stagnate for the most part; however, it’s continued to pay a dividend of almost 6.5%, while focusing on growth. We discussed the company’s performance in December. However, with…
Intel Corporation (NASDAQ:INTC) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 1:15 PM ET Company Participants David Zinsner – Chief Financial Officer Conference Call Participants Joe Moore – Morgan Stanley Joe Moore Great, welcome back. I’m Joe Moore, Morgan Stanley Semiconductor Research. Very happy to have with us today the CFO of Intel,…
Paramount Global (NASDAQ:PARA) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 11:00 AM ET Company Participants Naveen Chopra – Executive VP & CFO Conference Call Participants Benjamin Swinburne – Morgan Stanley Benjamin Swinburne Good morning, everybody. I’m Ben Swinburne, Morgan Stanley’s media and entertainment analyst. A quick disclosure, please note that important disclosures,…
Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora – Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you’re doing well. My name is Hamza…
Intuit Inc. (NASDAQ:INTU) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 4:20 PM ET Company Participants Sandeep Aujla – Chief Financial Officer Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. software research practice…
Okta, Inc. (NASDAQ:OKTA) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Brett Tighe – Chief Financial Officer Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, everybody. Welcome to Day 2 of the Morgan Stanley TMT Conference. I’m Hamza, the cybersecurity analyst here at…
ServiceNow, Inc. (NYSE:NOW) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 5:10 PM ET Company Participants Gina Mastantuono – CFO Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. I’m Keith Weiss. I run the US Software research franchise here at Morgan Stanley,…
AT&T Inc. (NYSE:T) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 1:15 PM ET Company Participants Jeff McElfresh – Chief Operating Officer Conference Call Participants Simon Flannery – Morgan Stanley Simon Flannery Alright. Good morning, everybody. Welcome to San Francisco. I’m Simon Flannery, I cover telecom services and communications infrastructure. It’s my…
Opendoor Technologies, Inc. (NASDAQ:OPEN) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 4:25 PM ET Company Participants Carrie Wheeler – Chief Executive Officer Conference Call Participants Matt Cost – Morgan Stanley Matt Cost Hello, everyone. Thank you so much for being here. My name is Matt Cost from Morgan Stanley U.S. Internet team….
Zoom Video Communications, Inc. (NASDAQ:ZM) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 2:55 PM ET Company Participants Kelly Steckelberg – Chief Financial Officer Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall So welcome, everybody. I’m Meta Marshall. I head up communications software here at Morgan Stanley. We’re delighted to have…
Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q4 2023 Earnings Conference Call February 29, 2024 10:00 AM ET Company Participants Michael Occi – Head of Investor Relations and Chief Administrators Officer Jeffery Levin – President and Chief Executive Officer David Pessah – Chief Finance Officer Orit Mizrachi – Chief Operating Officer Rebecca Shaul – Head of…
Bloomberg/Bloomberg via Getty Images US investors have to dig and claw to find quality high-yield names. Goldman Sachs reports that the current dividend yield on the S&P 500 is a scant 1.45% as of late February 2024. It could be a sign that the market is getting pricey, though the beaten-down Energy sector trades at…
AbbVie Inc. (NYSE:ABBV) J.P. Morgan 42nd Annual Healthcare Conference January 10, 2024 11:15 AM ET Company Participants Rob Michael – President and Chief Operating Officer Jeff Stewart – Chief Commercial Officer Roopal Thakkar – Chief Medical Officer Conference Call Participants Chris Schott – J.P.Morgan Chris Schott Good morning, everybody. I’m Chris Schott at J.P.Morgan, and…
Editas Medicine, Inc. (NASDAQ:EDIT) J.P. Morgan 42nd Annual Healthcare Conference January 9, 2024 7:30 PM ET Company Participants Gilmore O’Neill – CEO Baisong Mei – CMO Erick Lucera – CFO Conference Call Participants Brian Cheng – J.P. Morgan Brian Cheng Good afternoon. Thanks for joining us for another session at the 42nd J.P. Morgan Healthcare…
Cardinal Health, Inc. (NYSE:CAH) J.P. Morgan 42nd Annual Healthcare Conference January 9, 2024 5:15 PM ET Company Participants Lisa Gill – Managing Director at JPMorgan Conference Call Participants Jason Hollar – CEO Aaron Alt – CFO Lisa Gill Good afternoon and thank you for joining us. My name is Lisa Gill and I head the…
Revvity, Inc. (NYSE:RVTY) 42nd Annual J.P. Morgan Healthcare Conference January 9, 2024 1:30 PM ET Company Participants Prahlad Singh – President and Chief Executive Officer Conference Call Participants Rachel Vatnsdal – JPMorgan Chase & Co. Rachel Vatnsdal Hi, good afternoon, everyone. This is Rachel Vatnsdal from the Life Science Tools and Diagnostics team here at…
Thermo Fisher Scientific, Inc. (NYSE:TMO) 42nd Annual J.P. Morgan Healthcare Conference January 9, 2023 11:15 AM ET Company Participants Marc Casper – Chief Executive Officer Conference Call Participants Rachel Vatnsdal – J.P. Morgan Rachel Vatnsdal Perfect. Good morning everyone. This is Rachel Vatnsdal from the Life Science Tools and Diagnostics team here at J.P. Morgan….
NVIDIA Corporation (NASDAQ:NVDA) J.P. Morgan 42nd Annual Healthcare Conference January 8, 2024 1:30 PM ET Company Participants Kimberly Powell – Vice President of Healthcare Conference Call Participants Harlan Sur – J.P. Morgan Harlan Sur All right. Good morning. And welcome to the first day of J.P. Morgan’s 42nd Annual Healthcare Conference here in San Francisco….
Nikada Stock & Industry Snapshot To celebrate my first year as a contributing analyst on Seeking Alpha, I am closing out 2023 by covering one of the first stocks I covered last spring, and in one of my favorite sectors to write about, financials and banking. Some quick facts about Morgan Stanley (NYSE:MS) are that…
The Coca-Cola Company (NYSE:KO) Morgan Stanley Global Consumer & Retail Conference Call December 5, 2023 3:00 PM ET Company Participants Henrique Braun – President of International Development Conference Call Participants Dara Mohsenian – Morgan Stanley Dara Mohsenian All right. Good afternoon, everyone. I’m Dara Mohsenian. I’m Morgan Stanley’s Beverage and Household Products analyst. Very pleased…
Colgate-Palmolive Company (NYSE:CL) Morgan Stanley Global Consumer & Retail Conference December 5, 2023 11:45 AM ET Company Participants Stan Sutula – CFO Panos Tsourapas – Group President, Europe and Developing Markets Conference Call Participants Dara Mohsenian – Analyst Dara Mohsenian Thanks, everyone, for joining us. I’m Dara Mohsenian, Morgan Stanley’s Household Products and Beverage Analyst….
JasonDoiy/E+ via Getty Images Kinder Morgan, Inc. (NYSE:KMI) is a large energy infrastructure company with a market cap of almost $40 billion. Making me feel old, it’s been almost a decade since the company’s dividend cut in 2015, as the company’s equity-for-growth strategy ended. As seen from comments in previous articles, though, many haven’t forgotten….
Kinder Morgan, Inc. (NYSE:KMI) Q3 2023 Earnings Conference Call October 18, 2023 4:30 PM ET Company Participants Rich Kinder – Executive Chairman Kim Dang – CEO Tom Martin – President David Michels – VP and CFO Anthony Ashley – President, CO2 & Energy Transition Ventures Sital Mody – President, Natural Gas Pipelines Dax Sanders –…
Astera Labs closed its series D funding round in November last year with $150 million at a valuation of about $3.15 billion. Santa Clara, California-based semiconductor connectivity solutions firm, Astera Labs Inc has appointed Morgan Stanley (NYSE: MS), and JPMorgan Chase & Co (NYSE: JPM) as the lead underwriters for its highly anticipated initial public…
Darren415 Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as top-down, providing an overview of the broader market. We also try to add some historical context as well as relevant themes that…
MarsBars Enbridge (NYSE:ENB) and Kinder Morgan (NYSE:KMI) have both generated consistent, albeit slow, dividend growth, over the past three years with mediocre total return performance alongside it that has significantly lagged that of the broader midstream sector (AMLP) over that period of time: Data by YCharts That being said, thanks in large part to a…
3M Company (NYSE:MMM) Morgan Stanley’s 11th Annual Laguna Conference Call September 13, 2023 10:00 AM ET Company Participants Monish Patolawala – Chief Financial Officer Bruce Jermeland – Investor Relations Conference Call Participants Joshua Pokrzywinski – Morgan Stanley Joshua Pokrzywinski Good morning, everyone. Welcome back to day 2 of Laguna. Thanks for making day 1 a…
Carrier Global Corporation (NYSE:CARR) Morgan Stanley’s 11th Annual Laguna Conference Call September 12, 2023 3:15 PM ET Company Participants David Gitlin – Chairman and Chief Executive Officer Conference Call Participants Joshua Pokrzywinski – Morgan Stanley Joshua Pokrzywinski All right. Welcome back from lunch, everyone. Thanks for showing up for the afternoon. On stage joining me…
Six years ago, in a now-famous CNBC interview, JP Morgan CEO Jamie Dimon made headlines with scathing remarks about Bitcoin, calling the digital money system that transcends international borders a “fraud” that will “eventually blow up.” In September 2017, during a conference in New York, Dimon stated that Bitcoin was only suitable for “drug dealers…
Morgan Stanley had to upgrade its target price for Tesla shares for the next 12 to 18 months, from $250 to $400. Following a Monday report of an upgraded prediction by Morgan Stanley analysts, Tesla shares have now gained 10.09%. In an optimistic note to investors, the investment bank shared how it foresees the electric…
The new AI chatbot will allow Morgan Stanley cater more effectively to its growing wealth division and the teeming clients there. American financial services company Morgan Stanley is looking to introduce an artificial intelligence (AI) chatbot in interactions with its wealthy clients. Morgan Stanley developed the chatbot in collaboration with OpenAI, the company behind ChatGPT. Both Morgan Stanley and…
imaginima Introduction Kinder Morgan (NYSE:KMI) is a well-separated midstream company with operations in several fields. Among all, natural gas is the most important element that brings opportunity for the company from the management’s point of view. That is because natural gas has a crucial role in the energy market in the following decades. In this…
TkKurikawa/iStock Editorial via Getty Images Research Brief Today I’ll be re-rating a stock I covered back in May but that remains an old favorite to analyze. It has been on my watchlist in the banking sector for several years now. Morgan Stanley (NYSE:MS), which released its 2023Q2 earnings on July 18th, faced down a very…