Monty Rakusen Semiconductor giant Applied Materials, Inc. (NASDAQ:AMAT) posted second quarter earnings last night, and shares are fractionally off in the early trade following the report. The stock went on an epic heater to the upside from the November low into the February release of Q1 results, prompting me to place a Hold rating on…
The Simply Good Foods Company (NASDAQ:SMPL) Q1 2024 Earnings Conference Call January 4, 2024 8:30 AM ET Company Participants Mark Pogharian – Vice President of Investor Relations Geoff Tanner – CEO, President & Director Shaun Mara – Chief Financial Officer Conference Call Participants Matt Smith – Stifel Pamela Kaufman – Morgan Stanley Steve Powers –…
VioletaStoimenova In November of last year, I believed that AMETEK, Inc. (NYSE:AME) was putting some money to work again, announcing two bolt-on deals after 2022 has been quite strong so far. Liking the performance of the business and its strategy, I was upbeat on the business but found the valuation a bit too demanding to…
Monty Rakusen/DigitalVision via Getty Images The Company Medtronic (NYSE:MDT) is a major global medical technology company based in Minnesota. They specialize in various medical devices, including those for cardiac rhythm management, spinal and surgical navigation, diabetes and neurological treatments, vascular therapies, and cardiac surgery. The company’s revenues are pretty well distributed among different segments and…
Hero Images Inc Late in March, I believed that Regions Financial (NYSE:RF) performed quite well as the bank did not face the same degree of deposit outflows in 2022 as many of its peers. Doing reasonably well from a deposit flow point of view, with relatively modest unrealized capital losses seen, the bank appeared to…
jetcityimage Introduction As a dividend growth investor for almost a decade, I always seek new investment opportunities in income-producing assets. I often add to my existing positions when I find them to be attractively valued, and I also use market volatility to my advantage by starting new positions to diversify my holdings and increase my…
John Phillips The Company Twilio Inc. (NYSE:TWLO) is an $11-billion market cap firm that offers software and communication solutions, running a cloud communications platform allowing developers to create, expand, and manage customer engagement in their applications. This platform includes tools like APIs for integrating voice, messaging, and email interactions into customer-facing apps. As of June…
sergeyryzhov/iStock via Getty Images Gray Television (NYSE:GTN) is an Atlanta based company that owns and operates more than a hundred TV stations in 113 markets with a reach of 36% of TV-watching households in the US. The company also creates and owns digital assets to be released on online platforms as an alternative to traditional…