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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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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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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...
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The Biden administration is implementing a number of student loan forgiveness initiatives on several fronts. These programs are separate from the mass student debt...
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The Background I have been covering NIO Inc. (NYSE:NIO) since November 2022, when 1 share was worth $11.34, and since then the stock price...
