News
GDV.PR.K: With Most Of The Curve Move Behind Us, This Is A Hold Now
Thesis In our CEF research and analysis, we sometimes write about the preferred shares issued by Clefs, which are a…
How The U.S. Election Could Impact The Energy Transition
By Coco Zhang & James Knightley Be prepared for policy disruption The US has long been subject to material policy…
Dave & Buster’s Q2 Earnings: I Don’t Want To Play With This Stock (NASDAQ:PLAY)
Investment Thesis Dave & Buster's (NASDAQ:PLAY) delivered fiscal Q2 2024 earnings results that saw investors cheer, driving the stock higher…
Dorian LPG Stock: Great Market Dynamics For This Top Performer (NYSE:LPG)
Investment Thesis Since I took up Dorian LPG (NYSE:LPG) coverage a year ago and gave it a Hold rating, the…
ACWI ETF: Global Stocks Face Seasonal Pressure, High-Teens P/E (NASDAQ:ACWI)
I was admittedly somewhat cautious on the global stock market coming into 2024. Election-year seasonal trends pointed to a soft…
Harris Associates U.S. Concentrated Strategy Q2 2024 Commentary
Past performance is no guarantee of future results. The investment return and principal value of this portfolio and any particular…
Okta, Inc. (OKTA) CEO Todd McKinnon presents at Goldman Sachs Communacopia + Technology Conference (Transcript)
Okta, Inc. (NASDAQ:OKTA) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Todd McKinnon -…
Dell Technologies Inc. (DELL) Goldman Sachs Communacopia + Technology Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Jeff Clarke…