Posted on 4/11/21
Hilton: Well-Prepared For The Demand Surge, But Hold Long Term
Excellent cash management and cost control over the pandemic period will serve the company well through FY-21.The current cash position could allow the company to resume . . .
Posted on 4/7/21
For Colfax, Breaking Up Looks Like A Value-Creation Opportunity
I’ve been lukewarm on Colfax (CFX) for a while now, and I don’t really feel like I’ve missed out on much. The shares have basically kept . . .
Posted on 3/30/21
McCormick & Company CEO Lawrence Kurzius on Q1 2021 Results - Earnings Call Transcript
Thank you, Kasey. Good morning, everyone. Thanks for joining us. Starting on slide four, our first quarter results were outstanding. As we said in our year-end . . .
Posted on 3/11/21
We Rate CoStar Group, An Industry Utility Data Business, At Buy
CoStar Group is a data provider to the real estate industry, and provides vertical market utility-type economics
Posted on 3/4/21
W. R. Grace Offers Multiple Ways To Win And Recent Deal Makes Sense
W. R. Grace (NYSE:GRA) is a chemicals business on a relatively undemanding forward valuation of 12x EV/EBITDA and 16x FCF on my estimates reflecting its recent . . .
Posted on 3/4/21
Ciena Corporation (CIEN) CEO Gary Smith on Q1 2021 Results - Earnings Call Transcript
Ciena Corporation (NYSE:CIEN) Q1 2021 Earnings Conference Call March 4, 2021 8:30 AM ETCompany ParticipantsGregg Lampf - Vice President of Investor RelationsGary Smith - President and . . .
Posted on 3/3/21
Bullish Lumber Liquidators: Growth Momentum To Continue Through 2021
Lumber Liquidators Holdings, Inc. (LL) just reported its latest quarterly results capping off a strong year for growth and earnings. Despite some disruptions during the early . . .
Posted on 3/1/21
Corporate Office Properties Trust Investor Presentation - Slideshow
The following slide deck was published by Corporate Office Properties Trust in conjunction with this event.READ FULL ARTICLE HERE
Posted on 2/28/21
Supernus Pharmaceuticals: Solid Quarter, Solid Stock
Today, we revisit biopharma concern Supernus Pharmaceuticals whose just reported 4th quarter results that triggered a near 10% selloff in its stock.However, the company reported solid . . .
Posted on 2/24/21
Novavax Signs Sizable COVID-19 Distribution Deal
I was initially bullish on Novavax (NVAX), but the bloom fell off the rose after Pfizer (PFE) and Moderna (MRNA) were the first to receive Emergency . . .
Posted on 2/24/21
United Therapeutics Corp. CEO Martine Rothblatt on Q4 2020 Results - Earnings Call Transcript
Welcome to the 2020 full year and fourth quarter earnings call of United Therapeutics. We are going to have a really great call today. UT is . . .
Posted on 2/23/21
CBRE Group CEO Bob Sulentic on Q4 2020 Results - Earnings Call Transcript
Thanks, Kristyn and good morning everyone. As you have seen, we ended 2020 on a high note with adjusted EPS for the quarter reaching an all-time . . .
Posted on 2/21/21
Marriott International: Bullish As Post-Pandemic Travel Set To Support A Recovery
Marriott International, Inc. (MAR) is one of the world's largest hotel operators with a portfolio of more than 7,500 properties under 30 brands in 132 countries. . . .
Posted on 2/18/21
Host Hotels Expects Portfolio to Return to Profit Sometime in H2
Host Hotels & Resorts (NASDAQ:HST) expects its hotel portfolio to return to profitability in the aggregate sometime during H2 2021 based on hotel level EBITDA, said . . .
Posted on 2/17/21
Hilton Worldwide Holdings' CEO Chris Nassetta on Q4 2020 Results - Earnings Call Transcript
Thank you, Jill, and good morning, everyone. We certainly appreciate you all joining us today and I hope everybody is staying well. I want to start . . .
Posted on 2/16/21
Under Armour: Longer-Term Prospects Look Promising, But Potential Short-Term Pressure Ahead
Under Armour (NYSE:UA) has managed to see significant recovery in revenues across the Asia-Pacific region, and inventory to revenue has reverted to pre-pandemic levels. This stock . . .
Posted on 2/16/21
AvalonBay: A Great Company Trading At A Slight Discount To Fair Value
During the pandemic a lot of investors sold off their REIT shares. Although this might be a smart move for some REITs, I think that it . . .
Posted on 2/13/21
4.1%-Yielding Corporate Office Properties Deserves More Respect, Here's Why
REITs have seen a decent rally over the past several months, but it appears that Corporate Office Properties Trust (OFC) didn't get the memo. OFC's stock . . .
Posted on 2/12/21
Host Hotels & Resorts: Not Bad
For about a year now, hotels and resorts have not been particularly attractive areas to invest in. The onslaught of the COVID-19 pandemic has ravaged the . . .
Posted on 2/10/21
Under Armour, Inc. (UAA) CEO Patrik Frisk on Q4 2020 Results - Earnings Call Transcript
Under Armour, Inc. (NYSE:UAA) Q4 2020 Earnings Conference Call February 10, 2021 8:30 AM ETCompany ParticipantsLance Allega - SVP, IR & Corporate DevelopmentPatrik Frisk - CEO, . . .
Posted on 2/9/21
Why You Should Accumulate Boston Properties Before We Go Back To Normal
Seeking Alpha is proud to welcome Bjorn Zonneveld as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best . . .
Posted on 2/8/21
Brandywine Realty Trust: The Comeback Kid As Life Gets Back To Normal
A number of Real Estate Investment Trusts [REITs] have been showing up on my momentum screens the last week as potential buy candidates. A prime example . . .
Posted on 2/5/21
Corporate Office Properties Trust CEO Steve Budorick on Q4 2020 Results - Earnings Call Transcript
Corporate Office Properties Trust (NYSE:OFC) Q4 2020 Earnings Conference Call February 5, 2021 12:00 PM ET.Good afternoon and thank you for joining us. 2020 was challenging . . .
Posted on 2/1/21
United Therapeutics In Pulmonary Arterial Hypertension
United Therapeutics (UTHR) recently announced data from an open-label phase 1 study of Tyvaso DPI (inhaled treprostinil) in Pulmonary Arterial Hypertension or PAH. The study met . . .
Posted on 1/18/21
T. Rowe Price: A Steady Hand In A Changing Sector
As the asset management industry goes through another wave of consolidation brought on by unceasing fee pressure, T. Rowe Price (TROW) has proven to be a . . .
Posted on 12/14/20
Lemonade: Tangy And Tantalizing
Summary Lemonade is a very impressive recent-IPO entry into the insurance sector.Its leadership is talented and has adopted a clear strategy for competing with industry giants.That . . .
Posted on 12/14/20
American Express: It's About Time For A Rebound
Summary American Express shares have lost nearly 4% of their market value in the past week, and they now sit 12% below all-time highs.2020 has been . . .
Posted on 12/14/20
The Next Major Pharmaceutical Acquisition Is Here
Summary AstraZeneca has announced its acquiring Alexion at a fairly substantial 45% premium. It's a mixed stock - cash offer.The synergies will cover most of the . . .
Posted on 12/10/20
Ciena Corp. CEO Gary Smith on Q4 2020 Results - Earnings Call Transcript
Thanks, Gregg, and good morning, everyone. Our fourth quarter and fiscal year 2020 results maybe illustrate the extent of our market leadership and resiliency amongst the . . .
Posted on 12/3/20
Radio Disney to Shut Down Amid Company's Restructuring
The restructuring at Disney (DIS -0.3%) has claimed a radio operation, as the company will shut down Radio Disney.Both Radio Disney and Radio Disney Country will . . .
Posted on 12/1/20
Danaher Corporation (DHR) CEO Rainer Blair Presents at Evercore ISI 3rd Annual HealthCONx Brokers Conference (Transcript)
Danaher Corporation (NYSE:DHR) Evercore ISI 3rd Annual HealthCONx Conference December 1, 2020 8:50 AM ETCompany ParticipantsRainer Blair - President and Chief Executive OfficerMatt McGrew - Executive . . .
Posted on 11/24/20
Host Hotels & Resorts (HST) Investor Presentation - Slideshow
The following slide deck was published by Host Hotels & Resorts, Inc. in conjunction with this event.Download PDF READ FULL ARTICLE HERE
Posted on 11/20/20
W. R. Grace & Co.Presents At Baird Virtual Global Industrials Conference - Slideshow
The following slide deck was published by W. R. Grace & Co. in conjunction with this event.READ FULL ARTICLE HERE
Posted on 11/19/20
Corporate Office Properties Trust (OFC) Presents At NAREIT REITworld 2020 Annual Virtual Conference- Slideshow
The following slide deck was published by Corporate Office Properties Trust in conjunction with this event.Download PDF READ FULL ARTICLE HERE
Posted on 11/18/20
Blackstone Partnership to Build Office Tower in Shadow of Burbank Studios
A Blackstone (BX +0.7%) partnership with Worthe Real Estate Group plans to build a new office tower near Burbank and Warner Bros. studio complexes in southern . . .
Posted on 11/17/20
Brandywine Realty Trust Investor Presentation - Slideshow
The following slide deck was published by Brandywine Realty Trust in conjunction with this event.READ FULL ARTICLE HERE
Posted on 11/6/20
Marriott International CEO, Arne Sorenson on Q3 2020 Results - Earnings Call Transcript
Good morning everyone and welcome to our third quarter 2020 conference call. Joining me today are Leeny Oberg, Executive Vice President and Chief Financial Officer; Jackie . . .
Posted on 11/6/20
Newmark Group, Inc. 2020 Q3 - Results - Earnings Call Presentation
The following slide deck was published by Newmark Group, Inc. in conjunction with their 2020 Q3 earnings call.Download PDFREAD FULL ARTICLE HERE
Posted on 11/6/20
HubSpot CEO Brian Halligan on Q3 2020 Results - Earnings Call Transcript
HubSpot, Inc. (NYSE:HUBS) Q3 2020 Earnings Conference Call November 5, 2020 4:30 PM ETCompany ParticipantsCharles MacGlashing - Investor RelationsBrian Halligan - Chief Executive OfficerKathryn Bueker - . . .
Posted on 11/5/20
Iron Mountain (IRM) CEO, William Meaney on Q3 2020 Results - Earnings Call Transcript
Iron Mountain Incorporated (NYSE:IRM) Q3 2020 Earnings Conference Call November 5, 2020 8:30 AM ETCompany ParticipantsWilliam Meaney - President, Chief Executive OfficerBarry Hytinen - Executive Vice . . .
Posted on 11/4/20
Hilton Worldwide Holdings CEO Chris Nassetta on Q3 2020 Results - Earnings Call Transcript
Hilton Worldwide Holdings Inc. (NYSE:HLT) Q3 2020 Results Conference Call November 4, 2020 10:00 AM ETCompany ParticipantsJill Slattery - Vice President, Investor RelationsChris Nassetta - President . . .
Posted on 11/4/20
Sinclair Broadcast Group, Inc.'s (SBGI) CEO Christopher Ripley On Q3 2020 Results - Quick Version Earnings Call Transcript
Sinclair Broadcast Group, Inc. (NASDAQ:SBGI) Q3 2020 Earnings Conference Call November 4, 2020 8:50 AM ETCompany ParticipantsLucy Rutishauser - Executive Vice President and Chief Financial OfficerChristopher . . .
Posted on 11/3/20
J2 Global, Inc. 2020 Q3 - Results - Earnings Call Presentation
The following slide deck was published by J2 Global, Inc. in conjunction with their 2020 Q3 earnings callDownload PDFREAD FULL ARTICLE HERE
Posted on 11/1/20
Corporate Office Properties Trust CEO Steve Budorick on Q3 2020 Results - Earnings Call Transcript
Good afternoon, everyone, and thank you for joining us. I'm going to start my remarks by focusing on the big picture.Between 2012 and 2017, we executed . . .
Posted on 10/30/20
Under Armour CEO Patrik Frisk on Q3 2020 Results - Earnings Call Transcript
Thank you, Lance. And good morning, everyone, and welcome to our third quarter 2020 conference call. Before we discuss our results, I’d like to pass along . . .
Posted on 10/30/20
Corporate Office Properties Trust 2020 Q3 - Results - Earnings Call Presentation
The following slide deck was published by Corporate Office Properties Trust in conjunction with their 2020 Q3 earnings call.Download PDF READ FULL ARTICLE HERE
Posted on 10/30/20
AvalonBay Communities Inc. (AVB) CEO Timothy Naughton on Q3 2020 Results - Earnings Call Transcript
AvalonBay Communities Inc. (NYSE:AVB) Q3 2020 Earnings Conference Call October 29, 2020 1:00 PM ETCompany ParticipantsJason Reilley - Vice President, Investor RelationsTimothy Naughton - Chairman and . . .
Posted on 10/29/20
Molina Healthcare's (MOH) CEO Joe Zubretsky on Q3 2020 Results - Earnings Call Transcript
Molina Healthcare, Inc. (NYSE:MOH) Q3 2020 Earnings Conference Call October 29, 2020 8:00 AM ETCompany ParticipantsJulie Trudell – Senior Vice President of Investor RelationsJoe Zubretsky – . . .
Posted on 10/28/20
Boston Properties CEO Owen Thomas on Q3 2020 Results - Earnings Call Transcript
Thank you, Sara, and good morning, everyone. I’m joining you today from BXP’s New York office, where I’ve been working since New York opened in June . . .
Posted on 10/28/20
General Electric Company (GE) CEO Larry Culp on Q3 2020 Results - Earnings Call Transcript
General Electric Company (NYSE:GE) Q3 2020 Results Conference Call October 28, 2020 8:00 AM ETCompany ParticipantsSteve Winoker - Vice President of Investor CommunicationsLarry Culp - Chairman . . .
