Western Forest Products Inc. (OTCPK:WFSTF) Q1 2024 Earnings Conference Call May 8, 2024 3:00 PM ET Company Participants Steven Hofer – President and Chief Executive OfficerStephen Williams – Executive Vice President and Chief Financial OfficerGlen Nontell – Vice President of Corporate DevelopmentBruce Alexander – Senior Vice President of Sales, Marketing and Manufacturing Conference Call Participants…
Installed Building Products, Inc. (NYSE:IBP) Q1 2024 Earnings Conference Call May 9, 2024 10:00 AM ET Company Participants Darren Hicks – Managing Director-Investor RelationsJeff Edwards – Chairman and Chief Executive OfficerMichael Miller – Chief Financial OfficerJason Niswonger – Chief Administrative and Sustainability Officer Conference Call Participants Michael Rehaut – JPMorganStephen Kim – Evercore ISITrey Grooms…
The European Securities and Markets Authority (ESMA), the EU’s financial watchdog, is reviewing whether to allow Bitcoin into the region’s €12 trillion mutual fund market. JUST IN: 🇪🇺 EU Securities Authority is exploring adding #Bitcoin and Crypto exposure to the €12T investment market. EU is gearing up 🙌 pic.twitter.com/kVYZrrEFCx — Bitcoin Magazine (@BitcoinMagazine) May 9, 2024…
Tony Anderson April 22nd ended up being a really interesting day for shareholders of Quanex Building Products (NYSE:NX). This is because the company, which focuses on the production and sale of components for OEMs (original equipment manufacturers) in the building products industry announced a rather major acquisition. This move will significantly increase the size of…
HAYKIRDI Rather than its usual Analyst Day held at its Houston headquarters, Enterprise Products Partners L.P. (NYSE:EPD) hosted a short, one-hour update call on April 3. I always recommend people at least read through the Analyst Day slide deck or try to catch part of the calls, as Enterprise often does an impressive job of…
Bjoern Wylezich/iStock Editorial via Getty Images Here at the Lab, we have good coverage of Industrial gas companies, and Air Products and Chemicals (NYSE:APD) is a top pick in our investment portfolio. For our new readers, the company has a $12 billion annual turnover and provides specialty gases to healthcare facilities, industrial manufacturers, and energy…
stock_colors Introduction And Thesis Reynolds Consumer Products Inc. (NASDAQ:REYN) is a leading consumer goods company known for its innovative and sustainable solutions. The company is recognized for its iconic brands like Reynolds Wrap and Hefty, offering a wide range of products including food storage, aluminum foil, and disposable tableware. REYN has a leading commercial position…
bjdlzx Energy stocks have recently entered a revival phase that lifted the Energy Select Sector SPDR® Fund ETF (XLE) toward its recent highs. The sector has benefited from the resurgence in crude oil futures (CL1:COM), shaking off the bearish sentiments that saw CL1 bottom in December 2023. Coupled with the persistence of the OPEC+ production…
DigiClicks What’s the ideal investment to meet the needs and preferences of retirees? Enterprise Products Partners (NYSE:EPD) would be my first choice. To begin with, it’s a great business with great management and a 25-year record which is unsurpassed in its category. Secondly, its earnings and distributions are steady and safe. Third, it’s cheap by…
Universal Stainless & Alloy Products, Inc. (NASDAQ:USAP) Q4 2023 Earnings Conference Call March 28, 2024 10:00 AM ET Company Participants June Filingeri – President-Comm-Partners LLCChris Zimmer – President & Chief Executive OfficerSteve DiTommaso – Vice President & Chief Financial Officer Conference Call Participants Phil Gibbs – KeyBanc Capital Markets Operator Good day and thank you…
Bjoern Wylezich/iStock Editorial via Getty Images Introduction One sector that I lack exposure to is the basic materials sector. While I have adequate exposure to the energy sector, the basic materials remain elusive. As companies in the sector tend to be sensitive to price changes of commodities, most of them are unsuitable for dividend growth…
tadamichi Introduction Crawford United Corporation (OTCPK:CRAWA) is a US specialty industrial products and services group that is on my stock watchlist. The company focuses on inorganic growth, and it has more than doubled its operating income since 2022. In my view, the prospects for the business are bright and Crawford United looks undervalued at the…
miniseries/E+ via Getty Images One of the most important traits that successful investors have is the ability to remain flexible. Our opinions should change as the data changes. When good news comes in, we should incorporate that into our prior views. And the same holds true when bad news comes in. And yet, in practice,…
Vithun Khamsong/Moment via Getty Images Enbridge (NYSE:ENB) and Enterprise Products Partners (NYSE:EPD) are both well-known infrastructure players in the conventional energy space. Their focus is mostly in the mid-stream segment, which brings stable and predictable revenues. The contracts are usually underpinned by healthy and established bodies that help de-risk the top-line even further. When it…
imaginima Enterprise Products Partners (NYSE:EPD) announced last fall that they were going to take on debt to help take advantage of some opportunities for increased earnings growth. Mr. Market hated it, pushing down the stock price by 10%. The price has recovered lately, although some other midstream stocks have appreciated too. Seeking Alpha Since the…
Today, Google has revised its advertising guidelines, now permitting cryptocurrency trusts, such as Bitcoin Exchange-Traded Funds (ETFs), to promote their products. Spot Bitcoin ETF issuers such as BlackRock and Franklin Templeton have wasted no time in marketing their funds, with advertisements already starting to emerge. This revision comes at an interesting time as the discussion…
putilich Premier, Inc. (NASDAQ:PINC) brings a collaborative business model with SaaS-based clinical and financial software as well as an aggressive M&A strategy. I also believe that the recent strategic initiatives, restructuring efforts, and recent acquisitions could bring significant financial performance improvement in the coming years. There are several risks out there from goodwill impairments or…
JPMorgan predicts that a lot of money currently invested in other crypto instruments will be re-directed to the Bitcoin spot ETF. Even before the Bitcoin spot ETF was approved, industry experts had already predicted that it would be high in demand. Given how many years companies in the crypto space pursued an ETF, that was…
kyletperry Enterprise Products Partners (NYSE:EPD) has laid out a significant growth trajectory in the Permian Basin as they bring online their new gathering and processing systems in the Midland and Delaware Basins. Though the near-term outlook for the hydrocarbons industry looks flat for 2024, production growth in the basin creates a bright spot for firms…
gaspr13/E+ via Getty Images Marine Products (NYSE:MPX) manufactures recreational fiberglass powerboats under the Chaparral and Robalo brands. The company sells its boats to an extensive global network of authorized dealerships, including over 300 dealers as of the company’s June presentation. The company prides itself on innovative design and efficient operations. With strong earnings, the Marine…
The Polygon community is looking forward to several community updates announced for this year, beginning with the Connect event in India. Polygon cofounder Sandeep Nailwal has shared a few updates the Polygon community should expect as the year comes to an end. In a post on X (formerly Twitter), Nailwal promised the community “exciting days ahead”….
steved_np3/iStock via Getty Images Co-authored by Treading Softly In North America, you can experience blizzards, tornadoes, hurricanes, and earthquakes, all within one continent. When I was younger, I enjoyed watching the movie Twister, especially the scene where they’re in the midst of a tornado, and they strap themselves to some pipes that are coming out…
schulzhattingen Air Products and Chemicals (NYSE:APD) just came out with Q4 earnings. EPS reached $3.15, beating the Wall Street consensus estimate of $3.12 and compared to earnings of $2.89 per share achieved a year ago. Over the last four quarters, APD has surpassed consensus earnings per share estimates three times. On the other hand, Q4…
Installed Building Products, Inc. (NYSE:IBP) Q3 2023 Earnings Conference Call November 8, 2023 10:00 AM ET Company Participants Darren Hicks – Investor Relations Jeff Edwards – Chairman and Chief Executive Officer Michael Miller – Chief Financial Officer Jason Niswonger – Chief Administrative and Sustainability Officer Conference Call Participants Reuben Garner – Benchmark Company Stephen Kim…
redtea On October 31st, the management team at midstream/pipeline company Enterprise Products Partners (NYSE:EPD) announced financial results covering the third quarter of its 2023 fiscal year. While the company did experience some weakness in some areas, its overall financial performance was positive compared to what management reported the same time last year. In the past,…
PM Images The energy sector has continued to perform well in 2023, from upstream production to midstream operators. Enterprise Products Partners L.P. (NYSE:EPD) has followed the trend as units have increased 7.56% YTD. EPD’s Q3 results were a bit of a mixed bag as they beat top-line estimates by $370 million, delivering $12 billion in…
imaginima Investment Rundown If you are looking for a dividend-distributing company that has perhaps some of the most solid margins in the energy sector then a top pick of mine is Enterprise Products Partners L.P. (NYSE:EPD) right now. The business has been incredibly solid and I think the high dividend yield is sustainable thanks to…
Marine Products Corporation (NYSE:MPX) Q3 2023 Earnings Conference Call October 25, 2023 8:00 AM ET Company Participants Mike Schmit – Chief Financial Officer Ben Palmer – President & Chief Executive Officer Jim Landers – Vice President of Corporate Services Conference Call Participants Brandon Rolle – D.A. Davidson Operator Good morning and thank you for joining…
Today, Mash and TFTC announced they have joined forces to shake up online media monetization and user engagement, introducing a suite of tools powered by Bitcoin and the Lightning Network. This partnership also marks the relaunch of the TFTC publishing platform, now featuring curated content from authors like Parker Lewis, Jordan Schachtel, and Whitney Webb….
As part of its celebration, the Czech-based firm has launched three new self-custody products. Hardware crypto wallet provider Trezor is in the mood for celebration after reaching the milestone of being in business for ten years. As part of its celebration, the Czech-based firm has launched three new self-custody products. The new Trezor products are…
At Bitcoin Amsterdam, Trezor unveiled a trio of innovative products designed to simplify and secure the Bitcoin journey for newcomers and novices. The “Trezor Safe” line, featuring the Trezor Safe 3 hardware wallet and the limited edition Trezor Safe 3 Bitcoin only model, marks the company’s commitment to self-custody in style. In addition, Trezor introduces…
Wirestock Introduction Marine Products Corporation (NYSE:MPX) is a leading manufacturer of recreational fiberglass powerboats in the sport and fishing boat markets. The company has two brands: Chaparral and Robalo. Chaparral offers sterndrive and outboard pleasure boats, while Robalo offers outboard sport fishing boats. Even if the company keeps experiencing a solid momentum in revenue growth,…
onurdongel Summary This post is to provide an update on my thoughts on the business and stock of Installed Building Products, Inc. (NYSE:IBP). IBP specializes in insulation installation for residential and commercial builders across the contiguous United States. They also offer a diverse range of installation services for various related building products. These services are…
Shutter2U Plains All-American Pipeline (NASDAQ:PAA)(NASDAQ:PAGP) and Enterprise Products Partners (NYSE:EPD) are high-yielding investment-grade energy midstream businesses. In the past, we have been very bullish on Plains, but its stock has significantly outperformed the midstream sector (MLPA) over the past year: Data by YCharts As a result, we are now re-evaluating it to see if it…
Quanex Building Products Corporation (NYSE:NX) Q3 2023 Earnings Conference Call September 1, 2023 11:00 AM ET Company Participants Scott Zuehlke – Senior Vice President, Chief Financial Officer and Treasurer George Wilson – President and Chief Executive Officer Conference Call Participants Steven Ramsey – Thompson Research Group Julio Romero – Sidoti and Company Operator Good day…
Chinese authorities have accelerated efforts to support companies that are aiming to develop AI. China has given a big boost to artificial intelligence (AI) technology following its recent string of approvals. This follows after the Cyberspace Administration of China gave the nod of approval to at least three Chinese tech firms to launch AI services…
NosUA Retirees looking for passive income investments generally need securities that offer each of the following characteristics: A sufficiently high current yield to cover living expenses. A safe enough distribution to sustain the payouts through good times and bad. Enough distribution growth to keep pace with inflation. A security that will sustain – and ideally…
muhammet sager Energy Transfer (NYSE:ET) has been in the news lately after the company announced an agreement to acquire Crestwood Equity Partners (CEQP). A lot has been said about this transaction, though sentiment has been most universally positive among my peers. I suspect a lot of that optimism may be due to the fact that…
mbbirdy Thesis For many investors, Wall Street opinions are synonymous with herd mentality and short-term orientation. However, in the case of Enterprise Products Partners (NYSE:EPD) here, I will argue for their BUY rating as seen in the chart below. As a popular energy ticker on the Seeking Alpha platform, a total of 18 SA authors…
ronstik/iStock via Getty Images Investment thesis Installed Building Products, Inc. (NYSE:IBP) IPO in 2014. By 2022, its revenue had increased by 5-fold while its total assets had risen by 8 times. But the growth came from a combination of acquisitions and tailwinds from a growing construction sector. Since its IPO, it undertook 74 acquisitions spending…
GreenFirst Forest Products Inc. (OTCPK:ICLTF) Q2 2023 Earnings Conference Call August 10, 2023 8:30 AM ET Company Participants Paul Rivett – Executive Chairman and Interim Chief Executive Officer Alfred Colas – Chief Financial Officer Michel Lessard – President Conference Call Participants Operator Good morning, ladies and gentlemen, and welcome to GreenFirst Second Quarter 2023 Results…
Reynolds Consumer Products Inc. (NASDAQ:REYN) Q2 2023 Earnings Conference Call August 9, 2023 8:00 AM ET Company Participants Mark Swartzberg – Vice President of Investor Relations Lance Mitchell – President and Chief Executive Officer Michael Graham – Chief Financial Officer Conference Call Participants Robert Ottenstein – Evercore Inc. Lauren Lieberman – Barclays Mark Astrachan –…
imaginima Unitholders likely went into Enterprise Products Partners (NYSE:EPD) recent second-quarter or FQ2 earnings release already anticipating a weaker slate of results compared to the same quarter last year. After all, underlying energy prices (CL1:COM) (NG1:COM) remain well below their 2022 highs as growth normalized. Notwithstanding the underlying weakness, EPD’s July 2023 price action indicated…
This is an opinion editorial by Marc Taverner, CEO of XEROF, a digital-asset-focused financial services provider. At long last, we’re entering the era of bitcoin financial products. After several attempts at regulatory approval from numerous financial firms, players like BlackRock may finally get their U.S. bitcoin ETF approved, while global firms like Deutsche Bank are…