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Travel + Leisure Co. (NYSE:TNL) Q2 2025 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Erik Hoag – Chief Financial OfficerMichael...
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First BanCorp. (NYSE:FBP) Q2 2025 Earnings Conference Call July 22, 2025 10:00 AM ET Company Participants Ramon Rodriguez – Senior Vice President of Corporate...
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The Universal Investment Thesis Remains Robust Here Comcast (NASDAQ:CMCSA) has outperformed this year indeed, with The Super Mario Bros. Movie already generating $1.34B in...
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Introduction While I do not own ONEOK, Inc. (NYSE:OKE) personally, it’s a holding in a lot of portfolios that I advise, and a lot...
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Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The...
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Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large German manufacturer of lubricants and functional fluids for the...
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Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year 5 Year SinceInception* Ensemble Fund 8.25% 18.04% 9.06% 10.03%...
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Heat records have been shattered from California to Florida this summer. And, yes, it is summer and summer is hot. If 2023 already feels...
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Introduction It has been two years since I last discussed the preferred shares issued by Global Ship Lease (NYSE:GSL) and that usually means good...
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ASE Technology (NYSE:ASX) is a fantastically run semiconductor business based in Taiwan. Its business has more than doubled in the last 6 years and...
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The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding (NASDAQ:ASML) in May 2023, discussing the slowdown in its...
