Dry powder is no longer losing proposition to inflation. And with elevated valuations on the SPX, cash sports a high hurdle rate for equities. Read more here.Read full newsRead More
Royce Value Trust provides an alternative to risk-on investors that have lost faith in growth stocks after Tuesday's CPI report. Read for our review of RVT.Read full newsRead More
Companies and markets are still digesting the uncertainties that were unleashed in 2022. Read more here.Read full newsRead More
Electricit?(C) de France S.A. (OTCPK:ECIFF) Q4 2022 Earnings Conference Call February 17, 2023 4:00 AM ETCompany ParticipantsLuc Remont - Chairman and Chief Executive OfficerXavier Girre -...Read full newsRead More
On our last coverage, we had just suggested that the risks were Digital Realty was rising and we did not want to be involved with even the preferred shares. Read more here.Read full newsRead More
I am a habitual self-indexer, using different value metrics and cloning strategies to build parts of my portfolio. Read more here.Read full newsRead More
Korn Ferry is a solid firm that's doing fine but may see results weaken moving forward. Find out what makes me feel comfortable keeping KFY stock rated a buy.Read full newsRead More
S&P 500 had a strong start to 2023 based partially on hopes of a Fed pivot. Find out why we expect the market to reverse in the coming weeks.Read full newsRead More
Truist has chosen to sell a 20% stake in its insurance brokerage business to Stone Capital Partners for $1.95B. Read more on TFC stock here.Read full newsRead More
AT&T stock remains reasonably valued despite 30% run. Recent actions have restored some lost trust in management. Some. Not all. Click here for my take on T.Read full newsRead More
Amgen posted some attractive results and the outlook for 2023 is positive. But read why debt could be an issue for the biotech.Read full newsRead More
Rover Group's stock has priced in its growth potential and has been dropping since its IPO. Click here to find out why we rate ROVR stock a sell.Read full newsRead More
The following slide deck was published by Kingspan Group plc in conjunction with their 2022 Q4 earnings call.Read full newsRead More
DigitalOcean is a cloud computing platform focused on serving small and medium-sized businesses. Read more here.Read full newsRead More
Trend Micro Incorporated (OTCPK:TMICF) Q4 2022 Results Conference Call February 17, 2023 2:00 AM ETCompany ParticipantsMahendra Negi - Group CFOEva Chen - Co-Founder and Group CEOAkihiko...Read full newsRead More
Kingspan Group plc (OTCPK:KGSPF) Q4 2022 Earnings Conference Call February 17, 2023 3:00 AM ETCompany ParticipantsGene Murtagh - CEOGeoff Doherty - CFOCatriona Nicholson - IRConference Call...Read full newsRead More
Bloomin' Brands showed continued growth in 2022 and an operating margin expansion in Q4 2022, despite inflationary pressures. Read my analysis of BLMN stock.Read full newsRead More
Swiss Re AG (OTCPK:SSREF) Q4 2022 Results Conference Call February 17, 2023 7:30 AM ETCompany ParticipantsThomas Bohun - Head, IRChristian Mumenthaler - CEOJohn Dacey - CFO Moses...Read full newsRead More
Eagle Materials is a player in cement that's leveraged to long-term housing growth and strong infrastructure-driven cement cycle. Read my analysis of EXP stock.Read full newsRead More
Boliden AB (publ) (OTCPK:BDNNY) Q4 2022 Earnings Conference Call February 14, 2023, 03:30 AM ETRead full newsRead More