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Investment Thesis With the tough macroeconomic environment still present, FTI Consulting (NYSE:FCN) may benefit and hurt if we see a tighter environment for longer....
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This article was written by Follow Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in...
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Tessa RomeroJPMorgan Chase & Co, Research Division Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tessa Romero, and I’m one...
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Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin...
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By Robert Carnell, Regional Head of Research, Asia-Pacific While this is mostly down to less helpful base effects, international energy prices and excise duty...
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Pfizer Inc. (NYSE:PFE) Cantor Fitzgerald Annual Global Health Conference Call September 26, 2023 3:30 PM ET Company Participants Albert Bourla – Chairman & CEO...
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We present our note on Partners Group (OTCPK:PGPHF), a Swiss-based global private markets investment manager with a Hold rating. While we value Partners Group’s...
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West Fraser Timber (NYSE:WFG) checks many of my boxes for investment. It is a diversified wood products company and its business model is simple...
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By Francesco Pesole, FX Strategist We estimate that further US bond weakness and 10-year Treasury yields hitting 5.0% would bring EUR/USD to the 1.02...
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Summary This post is to provide an update on my thoughts on the business and stock of Installed Building Products, Inc. (NYSE:IBP). IBP specializes...
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Thesis Kinross Gold Corporation (NYSE:KGC) is a major gold miner with assets in the United States, Canada, Brazil, Chile, and Mauritania. KGC produces 2...
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Arrow Financial (NASDAQ:AROW) has plunged 48% this year, and thus it has dramatically underperformed the S&P 500 (+14%) and the Financial Select Sector SPDR...
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Safehold (NYSE:SAFE) is a pure-play ground lease REIT with a market cap of around $1.2 billion. SAFE is very unique since there are no...
