More gold mergers and acquisitions are likely this year, Endeavour Mining CEO Sebastien de Montessus said, after Newmont's $16.9 billion offer to buy Newcrest ramped up pressure on the sector to consider deals.Read full newsRead More
Though Gildan Activewear detracted, we took advantage of sentiment by adding to our position. Click here for our brief investment thesis on GIL stock.Read full newsRead More
The following slide deck was published by Corporate Office Properties Trust in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Corporate Office Properties Trust (NYSE:NYSE:OFC) Q4 2022 Earnings Conference Call February 10, 2023 12:00 PM ETCompany ParticipantsVenkat Kommineni - Vice President, Investor...Read full newsRead More
L'Or?(C)al S.A. (OTCPK:LRLCF) Q4 2022 Earnings Conference Call February 10, 2023 3:00 AM ETCompany ParticipantsNicolas Hieronimus - CEOChristophe Babule - CFOAlexis Perakis-Valat - President,...Read full newsRead More
Lupin Ltd ADR (OTC:LUPNY) Q3 2023 Results Conference Call February 10, 2023 5:30 AM ETCompany ParticipantsVinita Gupta - Chief Executive OfficerRamesh Swaminathan - Chief Financial Officer...Read full newsRead More
The Headwaters Capital portfolio gained +7.2% in Q4 '22 compared to a +9.2% gain for the Russell Mid Cap Index. Click here to read the full fund letter.Read full newsRead More
Palm Harbour Capital fund gained 9.7% gross of fees during the fourth quarter. Click here to read the full fund letter.Read full newsRead More
Federal investigators cited a Nevada gold mine for safety violations in the death of an underground worker, including inadequate inspections and a defective rearview camera on the truck she backed into a deep hole before crashing to the mine floor.Read full newsRead More
Gold is among the oldest investment assets in history. Some investors swear by gold while many others disdain it. But few would deny that the yellow metal plays a unique role in markets, offering a store of value that is unlike almost any other asset.However you feel about gold, analysts agree tRead full newsRead More
VICI has successfully grown their FFO/share through strategic acquisitions and CPI-linked lease escalators. Click here to read my analysis of VICI stock.Read full newsRead More
More gold mergers and acquisitions are likely this year, Endeavour Mining CEO Sebastien de Montessus said, after Newmont's $16.9 billion offer to buy Newcrest ramped up pressure on the sector to consider deals.Read full newsRead More
Motorcar Parts of America, Inc. (NASDAQ:NASDAQ:MPAA) Q3 2023 Earnings Conference Call February 9, 2023 1:00 PM ETCompany ParticipantsGary Maier - Vice President of Corporate Communications...Read full newsRead More
Apartment Income REIT Corp. (NYSE:NYSE:AIRC) Q4 2022 Earnings Conference Call February 10, 2023 1:00 PM ETCompany ParticipantsLisa Cohn - President and General Counsel, AIR CommunitiesTerry...Read full newsRead More
Credicorp Ltd (NYSE:NYSE:BAP) Q4 2022 Earnings Conference Call February 10, 2023 9:30 AM ETCompany ParticipantsMilagros Cig? 1/4 e??as - Head of IRGianfranco Ferrari - CEOCesar Rivera -...Read full newsRead More
Global Payments Inc. Q4 earnings were impressive, as operating income increased significantly despite soft revenue growth. Click for our review of GPN.Read full newsRead More
RXO, Inc. (NYSE:NYSE:RXO) Q4 2022 Earnings Conference Call February 8, 2023 8:00 AM ETCompany ParticipantsDrew Wilkerson - Chief Executive OfficerJamie Harris - Chief Financial OfficerJared...Read full newsRead More
Macy's financials are weakening and there is very little evidence that management's actions will significantly improve the situation. Click here to read more.Read full newsRead More
We take a look at the action in business development companies through the first week of February and highlight some key themes we are watching. Click here for more.Read full newsRead More
Have you forgotten the Chinese balloon incident yet? Don't worry, you will. It was just a momentary distraction from the slow-motion crack-up of our country. And it came along with a boffo jobs report, led by hiring in "leisure and hospitality."Oddly, the same month saw a record car re-po number, even higher than it was in the depths of the 2009 Great Financial Fiasco - raising the question: how...Read More