News
HIGH ETF: Recent Developments (NYSEARCA:HIGH)
I last wrote about the Simplify Enhanced Income ETF (NYSEARCA:HIGH), which focuses on T-bills with some options trading, in late…
TE Connectivity Stock: Strengthening Fundamentals, Higher Multiples Justify Re-Rating
Investment update Following my November '22 publication on TE Connectivity Ltd. (NYSE:NYSE:TEL) the stock is +19% with ~1% of dividend…
Oakmark Fund: Q2 2024 Commentary
Past performance is no guarantee of future results. The performance data quoted represents past performance. Current performance may be lower…
ClearBridge Large Cap Growth ESG Strategy Q2 2024 Commentary
By Peter Bourbeau & Margaret Vitrano Consolidating in High Conviction as Economy Slows Market Overview Equity leadership narrowed considerably in…
Netflix, Inc. (NFLX) Q2 2024 Earnings Call Transcript
Netflix, Inc. (NASDAQ:NFLX) Q2 2024 Earnings Conference Call July 18, 2024 4:45 PM ET Company Participants Spencer Wang - VP…
Five Point Holdings, LLC (FPH) Q2 2024 Earnings Call Transcript
Five Point Holdings, LLC (NYSE:FPH) Q2 2024 Earnings Call Transcript July 18, 2024 5:00 PM ET Company Participants Dan Hedigan…
Arca Continental, S.A.B. de C.V. (EMBVF) Q2 2024 Earnings Call Transcript
Arca Continental, S.A.B. de C.V. (OTCPK:EMBVF) Q2 2024 Earnings Conference Call July 18, 2024 11:00 AM ET Company Participants Melanie…
Rivian: Worth Navigating Risks For High Rewards (Rating Upgrade)
I last covered Rivian (NASDAQ:RIVN) in May; at the time, I put out a Hold rating, and since then, the…