Tag Archives: ConferenceCall
Wolfe Research Conference Call Replay: PJM Auction Takeaways
Utilities and Power Initiation Conference Call Replay
Steve Fleishman hosted this 45-minute conference call with takewaways from the PJM Auction
Key Topics on the Call Included:
Outcome of auction and impact on companies
Broader implications for power generation sector
Wolfe Research Conference Call Replay: Utilities and Power Initiation
Utilities and Power Initiation Conference Call Replay
Steve Fleishman hosted this 45-minute conference call in conjunction with Wolfe Trahan’s initiation of coverage on the Utilities and Power sector
Key Topics on the Call Included:
Initiation on Utilities and Power at Wolfe Trahan
Industry Views
Top Stock Ideas
Wolfe Trahan Conference Call Replay: Transports Best Ideas and Major Secular Investment Themes
Wolfe Trahan Conference Call Replay
Friday, March 1st, 2013
Transports Best Ideas and Major Secular Investment Themes
Presented by The Wolfe Trahan Research Team
Speakers on the Call Included::
Ed Wolfe – Macro Freight Trends and Sub-Sector Positioning
Scott Group – FDX, CHRW
Tim Denoyer – Long CMI, Short PCAR
Hunter Keay – ALK, DAL
Wolfe Trahan Transportation Conference Call Replay: 1Q Mid-Quarter Update
Transportation Conference Call Hosted by Scott Group
Wednesday, February 20, 2013
Wolfe Trahan 1Q Mid-Quarter Update Conference Call Replay
Too Much, Too Soon… Is Transport Rally Sustainable?
Key Topics on the Call Included:
Review of Operating Trends out of 4Q and in Early 2013
What to do with the Eastern Rail Stocks from Here
Is the Rebound in Int’l Airfreight Sustainable?
TL Fleets Starting To Grow Again – We Think This Is Positive
Our Best Long and Short Ideas for the Rest of the Year
Chris Senyek Conference Call Replay: Dividend Strategies – Beyond Value Investing
Dividend Strategies: Beyond Value Investing
Why we believe that dividend strategies will be the key drivers of alpha for investors in all style classes
Conference Call Replay Hosted by Chris Senyek
February 15th, 2013
Key Topics on the Call Included:
What are the empirical findings on dividend yield, payout, increases, initiations, etc.?
Where is the “sweet spot” for finding the highest alpha among dividend paying companies
Where does a growth manager find alpha in dividends?
Dividend cutters: a new opportunity
Dividend ideas based on proprietary screens
Wolfe Trahan Transportation Conference Call Replay: Global vs. Domestic Freight Volumes in 2013?
Scott Group hosted and moderated this 1-hour conference call in conjunction with four large shippers.
Key Topics on the Call Included:
Where are inventory levels following peak season? Inventory restocking in sight?
East Coast port strike averted for now – what does this mean?
Volume expectations heading into Chinese New Year
Ocean vs. Airfreight volumes in 2013
Why were freight volumes worse than the economy in 2012?
Expectations for volumes, capacity & rates across modes in 2013?
François Trahan Conference Call Replay: Outlook 2013 – The Rise and Fall of Inflationary Growth
Outlook 2013
The Rise and Fall of Inflationary Growth
“A Tug Of War Between Earnings And Multiples”
Hosted By François Trahan & Michael Kantrowitz
Portfolio Strategy & Quantitative Research
A 45-minute presentation covering:
New-Normal Goldilocks Helped Deliver Strong Returns In 2012
Lower Inflation Led To A Recovery In Consumer Spending
Monetary Easing Pushed Global Rates To New Lows And Is Now Lifting LEIs
Easier Lending Standards Fast-Tracked The Housing Recovery
A Return Of Inflation In 2013 Would Quickly Halt The Budding Global Recovery
Will The Beginning Of Rising Inflation = The End Of Global Stimulus?
The Likeliest Source Of Inflation In 2013: A Resurgence In Emerging Markets
A Closer Look At How Bull Markets Ended In Japan’s New-Normal Experience
Profiting From A Recovery In Emerging Markets: EM>DM
Front-Loaded Returns In H1 As Higher Inflation (↑ PEs) Offsets Stronger Growth (↓ EPS)?
New-Normal Economy = New-Normal Markets ≠ Traditional Asset Allocation
TIME (Tech, Industrials, Materials, Energy) Is Of The Essence In 2013
Wolfe Trahan Conference Call Replay With CSX Chief Financial Officer and Head of Investor Relations
Scott Group hosted this 1-hour conference call with CSX to discuss the current state of the business. Representing CSX was Fredrik Eliasson, Executive Vice President & CFO, and David Baggs, Head of Investor Relations & Vice President of Capital Markets.
Scott Group & Ed Wolfe Conference Call Replay: Recent Underperformance Provides Opportunity for Transports in 2013
Scott Group and Ed Wolfe hosted this 45 minute conference call. Key topics on the call included: Freight Data Remains Muted, While Macro Data Seems to be Improving…What Does it Mean?; What are Expectations Heading into 3Q Reports and Key Trends We’re Watching Heading into 2013?; Annual Review of Our Thesis, Ratings and Sector Weightings; Our Favorite Stocks for 2013; and Introducing 2014 EPS Forecasts and Year-End 2013 Target Prices.
Click through to listen to the replay.
François Trahan Conference Call Replay – The Imminent Return of the Risk-On Trade
François Trahan hosted a Portfolio Strategy conference call on Wednesday, Sept 5th.
Please click through to listen to the replay.
THE IMMINENT RETURN OF THE RISK-ON TRADE
How Stimulus Has Set The Stage For An All-Time High In The S&P 500
Hosted By François Trahan & Michael Kantrowitz
Portfolio Strategy & Quantitative Research
A 45-minute presentation covering:
Economic Data Looks Set To Surprise Wall Street To The Upside
- Indicators Of Recovery Vastly Overshadowing Evidence Of Recession
- Stimulus Beginning To Gain Traction… Economic Surprise Index Set To Soar?
- U.S. Housing Carrying The Flag Of The Green Shoot Movement
Unwinding Investor Uncertainty: A Return To Better Economic Visibility
- Investor Sentiment Sitting On The Fence: Is There Pent Up Demand For Risk?
- How Long Will Investors Buy Into The Bernanke/Draghi Put?
- Sources Of Fuel For The Rally: Cash, Bonds, Leverage and M&A
The Most Likely Beneficiaries Of A “Risk-On” Rally
- The Return Of Four-Letter Words: Risk, Beta And A New High In The Market
- Late-Stage Cyclical Sectors Positioned To Outperform Alongside Inflationary Growth
- Addressing The Pushback: Fiscal Cliff, Eurozone, China, Oil, Food… etc.
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