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SaltLight Capital Management Q4 2022 Co-Investor Letter.

February 05, 2023 / seekingalpha.com

In this 2nd completed year of our flagship fund, this letter is to inform our co-investors about what we are trying to achieve and how are we trying to do it.Read full newsRead More

$SNCY - Sun Country Airlines: More Upside Than I Expected.

February 04, 2023 / seekingalpha.com

SNCY's 4Q22 report was solid and the company's outlook for 1Q23 is optimistic. I expect SNCY cost structure to improve leading to a significant increase in profit margins.Read full newsRead More

$CAIXY $CIXPF - CaixaBank, S.A. (CAIXY) Q4 2022 Earnings Call Transcript.

February 04, 2023 / seekingalpha.com

CaixaBank, S.A. (OTCPK:CAIXY) Q4 2022 Earnings Conference Call February 3, 2023 3:00 AM ETCompany ParticipantsEdward O'Loghlen - Investor RelationsGonzalo Gortazar - Chief Executive...Read full newsRead More

$SE - Sea Limited: Adding Here May Burn - Let The Rally Fade.

February 04, 2023 / seekingalpha.com

SE stock rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s. Read more here.Read full newsRead More

$ASAZF $ASAZY - ASSA ABLOY AB (publ) 2022 Q4 - Results - Earnings Call Presentation.

February 04, 2023 / seekingalpha.com

The following slide deck was published by ASSA ABLOY AB (publ) in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$ASAZF $ASAZY - Assa Abloy AB (ASAZF) Q4 2022 Earnings Call Transcript.

February 04, 2023 / seekingalpha.com

Assa Abloy AB (OTCPK:ASAZF) Q4 2022 Earnings Conference Call February 3, 2023 3:30 AM ETCompany ParticipantsBjorn Tibell - Head, IRNico Delvaux - President, CEO & Head, Global...Read full newsRead More

Gravity Still Rules.

February 04, 2023 / seekingalpha.com

The latest equity-market bounce may feel like sweet relief after a rough 2022 - but beware the underlying fundamentals.Read full newsRead More

U.S. PMI Survey Data Hint At First Quarter GDP Contraction.

February 04, 2023 / seekingalpha.com

The PMI data support the view from our forecasting team that a nadir for the economy will be seen in the first quarter.Read full newsRead More

$HNSBF - Hansa Biopharma AB (publ) (HNSBF) Q4 2022 Earnings Call Transcript.

February 04, 2023 / seekingalpha.com

Hansa Biopharma AB (publ) (OTCPK:HNSBF) Q4 2022 Earnings Conference Call February 2, 2023 8:00 AM ETCompany ParticipantsS?,ren Tulstrup - President and CEODonato Spota - SVP and...Read full newsRead More

$TDOC - Teladoc: BetterHelp Has Been A Savior, Unlike Livongo.

February 04, 2023 / seekingalpha.com

With a 42.8% YoY revenue growth to $1B by 2022, BetterHelp alone may be worth a considerable part of TDOC's current enterprise value of $5.47B. Read more here.Read full newsRead More

$RETTF - Retail Estates: A Fully Covered 7.2% Yield With Commercial Real Estate.

February 04, 2023 / seekingalpha.com

Retail Estates focuses on commercial real estate in Belgium and the Netherlands. The proposed dividend represents a 7.2% yield. Read more here.Read full newsRead More

Hong Kong Businesses Start 2023 In Most Optimistic Mood For Over A Decade.

February 04, 2023 / seekingalpha.com

January saw business confidence hit an all-time high. S&P Global's PMI surveys generally track actual changes in business metrics such as output, employment and prices.Read full newsRead More

European Region ETFs Reap The Benefits Of Domestic ETF Outflows.

February 04, 2023 / seekingalpha.com

Economists expected US economy to have added 185,000 jobs last month, following the 223,000 added in December. Read more here.Read full newsRead More

Markets Unlocked 1/25/27: Short-Term Upside?.

February 04, 2023 / seekingalpha.com

As we head into the end of January, technical conditions in major stock indexes are showing a lot of strength.Read full newsRead More

February 2023.

February 04, 2023 / seekingalpha.com

Equities and bonds rallied in January, clawing back some losses from last year. Read more here.Read full newsRead More

$SBKJY - State Bank of India ADR (SBKJY) Q3 2023 Earnings Call Transcript.

February 04, 2023 / seekingalpha.com

State Bank of India ADR (OTCPK:SBKJY) Q3 2023 Earnings Conference Call February 3, 2023 7:30 PM ETCompany ParticipantsSanjay Kapoor - General Manager for Performance, Planning and Review...Read full newsRead More

$SPH - Suburban Propane Partners: Turning Waste Into Future Distribution Growth.

February 04, 2023 / seekingalpha.com

Suburban Propane Partners surprised and disappointed unitholders back in late 2022 when they failed to provide any distribution growth. Read more here.Read full newsRead More

How The Major Investment Themes Of 2022 Will Play Out In 2023.

February 04, 2023 / seekingalpha.com

Three of the major investment themes of 2022 were: inflation and central bank responses; commodity and energy price spikes; and the China COVID lockdown.Read full newsRead More

Alluvial Capital - Supremex: Pricing Power Of The 'Last Man Standing'.

February 04, 2023 / seekingalpha.com

Supremex's envelope business now occupies a dominant position in the Canadian market. Check out why we are bullish SUMXF stock.Read full newsRead More

$AAPL $META - Apple Vs. Meta: Which Is The More Attractive Choice?.

February 04, 2023 / seekingalpha.com

Last Thursday, both Apple and Meta presented their latest quarterly results. Read more about them here.Read full newsRead More

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