XPO: Full Speed Ahead On Margin Improvement, But The Stock Might Be Out Of Gas — Positive

XPO   Seeking Alpha — February 11, 2025

XPO delivered strong Q4'24 results, with EPS beating estimates and significant LTL margin expansion, despite a slight revenue decline. Full-year 2024 saw XPO achieve 4% revenue growth and a 27% increase in adjusted EBITDA, driven by operational discipline and network investments. Despite a positive outlook and further margin expansion potential, XPO's current valuation appears high, trading at a premium to historical and peer multiples.

image for news XPO: Full Speed Ahead On Margin Improvement, But The Stock Might Be Out Of Gas

Cincinnati Financial Corporation (CINF) Q4 2024 Earnings Call Transcript — Neutral

CINF   Seeking Alpha — February 11, 2025

Cincinnati Financial Corporation (NASDAQ:CINF ) Q4 2024 Results Conference Call February 11, 2025 11:00 AM ET Company Participants Dennis McDaniel - Investor Relations Officer Steve Spray - President & Chief Executive Officer Mike Sewell - Executive Vice President & Chief Financial Officer Steve Johnston - Executive Chairman Steve Soloria - Chief Investment Officer Marc Schambow - Cincinnati Insurance's Chief Claims Officer Theresa Hoffer - Senior Vice President of Corporate Finance Conference Call Participants Michael Phillips - Oppenheimer Gregory Peters - Raymond James Operator Good morning, and welcome to the Cincinnati Financial Fourth Quarter and Full Year 2024 Earnings Conference Call. …

image for news Cincinnati Financial Corporation (CINF) Q4 2024 Earnings Call Transcript

LCI Industries (LCII) Q4 2024 Earnings Call Transcript — Neutral

LCII   Seeking Alpha — February 11, 2025

LCI Industries (NYSE:LCII ) Q4 2024 Results Conference Call February 11, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Chief Financial Officer Jason Lippert - President and Chief Executive Officer Kip Emenhiser - VP of Finance and Treasurer Conference Call Participants Fred Wightman - Wolfe Research Daniel Moore - CJS Securities Joe Altobello - Raymond James Scott Stember - ROTH Capital Partners Mike Swartz - Truist Securities Patrick Buckley - Jefferies Brandon Rollé - D.A. Davidson Tristan Thomas-Martin - BMO Capital Markets Alice Wycklendt - Baird Operator Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full …

image for news LCI Industries (LCII) Q4 2024 Earnings Call Transcript

Why Tesla Stock Continued Its Freefall Today — Negative

TSLA   The Motley Fool — February 11, 2025

Tesla (TSLA -5.29%) stock has been in freefall, and that accelerated today. Shares of the electric vehicle (EV) leader are now lower by more than 15% so far this year.

image for news Why Tesla Stock Continued Its Freefall Today

Humana Incurs Wider Y/Y Loss in Q4 on Decline in Membership — Negative

HUM   Zacks Investment Research — February 11, 2025

HUM's fourth-quarter results suffer a blow due to a membership decline in Medicare stand-alone PDP, partly offset by a strong Primary Care business. It currently expects 2025 adjusted EPS to be around $16.25.

image for news Humana Incurs Wider Y/Y Loss in Q4 on Decline in Membership

Anduril takes over Microsoft's $22 billion US Army headset program — Neutral

MSFT   Reuters — February 11, 2025

Palmer Luckey-founded defense tech startup Anduril will take over the development and production of Microsoft's mixed-reality headset program for the U.S. Army, the companies said on Tuesday.

image for news Anduril takes over Microsoft's $22 billion US Army headset program

As gold nears $3,000, here's how its surge compares to bitcoin and the stock market — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   Market Watch — February 11, 2025

Gold has been on an impressive run toward the $3,000-an-ounce milestone, with a years-long buying spree by central banks and economic uncertainty tied to President Donald Trump's policies leading the metal to outperform other asset classes so far this year.

image for news As gold nears $3,000, here's how its surge compares to bitcoin and the stock market

JPMorgan Chase & Co. (NYSE:JPM ) UBS Financial Services Conference February 11, 2025 9:40 AM ET Company Participants Jeremy Barnum - Chief Financial Officer Conference Call Participants Erika Najarian - UBS Erika Najarian Hey guys, so welcome back, welcome back. We have the charismatic CFO of J.P.

image for news JPMorgan Chase & Co. (JPM) Presents at UBS Financial Services Brokers Conference (Transcript)

Watts Water Technologies, Inc. (WTS) Q4 2024 Earnings Call Transcript — Neutral

WTS   Seeking Alpha — February 11, 2025

Watts Water Technologies, Inc. (NYSE:WTS ) Q4 2024 Earnings Conference Call February 11, 2025 9:00 AM ET Company Participants Diane McClintock - SVP, FP&A and IR Robert Pagano - President and CEO Shashank Patel - CFO Conference Call Participants Andrew Krill - Deutsche Bank AG Nathan Jones - Stifel Bryan Blair - Oppenheimer Michael Halloran - Baird David Tarantino - KeyBanc Capital Markets Zain Khan - TD Cowen Nick Cash - Goldman Sachs Operator Welcome to Watts Water Technologies Incorporated Fourth Quarter and Full Year 2024 Earnings Call. At the end of the presentation, we will open the live for …

image for news Watts Water Technologies, Inc. (WTS) Q4 2024 Earnings Call Transcript

Construction Partners (ROAD) is an Incredible Growth Stock: 3 Reasons Why — Positive

ROAD   Zacks Investment Research — February 11, 2025

Construction Partners (ROAD) possesses solid growth attributes, which could help it handily outperform the market.

image for news Construction Partners (ROAD) is an Incredible Growth Stock: 3 Reasons Why

SAN FRANCISCO, CA / ACCESS Newswire / February 11, 2025 / Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is facing mounting pressure on multiple fronts. Following disappointing sales figures and ongoing legal challenges, analysts TD Cowen recently lowered its price target for Regeneron to $1,030 from $1,230.

image for news Regeneron Pharmaceuticals (REGN) Faces Securities Class Action After Losing $9 Billion Value Following Q3 2024 Earnings Report – Hagens Berman

Origin Agritech Limited (SEED) Q4 2024 Earnings Call Transcript — Neutral

SEED   Seeking Alpha — February 11, 2025

Origin Agritech Limited (NASDAQ:SEED ) Q4 2024 Earnings Conference Call February 11, 2025 8:00 AM ET Company Participants Matthew Abenante - Strategic Investor Relations Weibin Yan - Chief Executive Officer Patrick Cheng - Chief Financial Officer Conference Call Participants Operator Thank you for standing by, and welcome to the Origin Agritech Fiscal Year 2024 Conference Call. Please note that, today's call is being recorded.

image for news Origin Agritech Limited (SEED) Q4 2024 Earnings Call Transcript

Yield Hunting Part 8: 7%+ In 1 Year From Crescent Capital BDC Baby Bonds — Positive

CCAP   Seeking Alpha — February 11, 2025

Crescent Capital BDC focuses on originating and investing in the debt of private middle-market U.S. companies, aiming for income and capital appreciation. The 5% baby bond FCRX trades at $24.54 with a yield to maturity of 7.16%, offering a 2% higher yield compared to sector benchmarks. CCAP's adjusted credit score equivalent for financial strength is Baa2. It has strong profitability, asset quality, and leverage, though it relies on refinancing unsecured notes.

image for news Yield Hunting Part 8: 7%+ In 1 Year From Crescent Capital BDC Baby Bonds

AZN Investors with Losses Encouraged to Contact the Firm Before Feb. 21, 2025 Deadline SAN FRANCISCO, CA / ACCESS Newswire / February 11, 2025 / AstraZeneca (NASDAQ:AZN), the Anglo-Swedish pharmaceutical giant, has seen its stock price tumble 15 percent over the past six months, buffeted by a series of unsettling reports emanating from China. A widening investigation by China regulators into alleged illegal drug imports, data breaches, and potential health insurance fraud has cast a shadow over the company's prospects in a critical market, triggering a securities class action lawsuit in the United States.

image for news AstraZeneca (AZN) Reels from China Investigation and Investor Suit - Hagens Berman

S&P Global Inc. (SPGI) Q4 2024 Earnings Call Transcript — Neutral

SPGI   Seeking Alpha — February 11, 2025

S&P Global Inc. (NYSE:SPGI ) Q4 2024 Earnings Conference Call February 11, 2025 8:30 AM ET Company Participants Mark Grant - SVP of IR Martina Cheung - President and CEO Chris Craig - Interim CFO Conference Call Participants Manav Patnaik - Barclays Alex Kramm - UBS Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Capital Markets Toni Kaplan - Morgan Stanley Jeff Silber - BMO Capital Markets George Tong - Goldman Sachs Andrew Steinerman - JPMorgan Andrew Nicholas - William Blair Peter Christiansen - Citi David Motemaden - Evercore Owen Lau - Oppenheimer Shlomo Rosenbaum - Stifel Jason Haas …

image for news S&P Global Inc. (SPGI) Q4 2024 Earnings Call Transcript

Royalty Pharma plc (RPRX) Q4 2024 Earnings Call Transcript — Neutral

RPRX   Seeking Alpha — February 11, 2025

Royalty Pharma plc (NASDAQ:RPRX ) Q4 2024 Earnings Conference Call February 11, 2024 8:30 AM ET Company Participants George Grofik - SVP, Head, Investor Relations and Communications Pablo Legorreta - Founder & CEO Marshall Urist - EVP, Head-Research and Investments Christopher Hite - Vice Chairman & Executive VP Terrance Coyne - Executive VP & CFO Conference Call Participants Geoffrey Meacham - Citi Christopher Schott - JPMorgan Chase & Co Michael Nedelcovych - TD Cowen Chris Shibutani - Goldman Sachs Dina Ramadane - Bank of America Securities. Ashwani Verma - UBS Operator Ladies and gentlemen, thank you for standing by, and …

image for news Royalty Pharma plc (RPRX) Q4 2024 Earnings Call Transcript

Encompass Health Q4 Earnings Beat on Strong Discharge Growth — Positive

EHC   Zacks Investment Research — February 11, 2025

EHC expects adjusted EPS from continuing operations in the range of $4.67-$4.96 in 2025.

image for news Encompass Health Q4 Earnings Beat on Strong Discharge Growth

Jim Cramer Says These 2 Large Cap Dividend Stocks Are Hot February Buys — Positive

MRK  WMT   24/7 Wall Street — February 11, 2025

Media personality Jim Cramer often makes bold statements about companies and a lot of times, he proves himself correct.

image for news Jim Cramer Says These 2 Large Cap Dividend Stocks Are Hot February Buys

Glo Fiber Brings Lightning Fast Fiber Optic Internet to Berryville, VA — Neutral

SHEN   PRNewsWire — February 11, 2025

Expansion will bring internet speeds up to 5 Gbps to the county seat of Clarke County EDINBURG, Va. , Feb. 11, 2025 /PRNewswire/ -- Glo Fiber, powered by Shenandoah Telecommunications Company ("Shentel") (Nasdaq: SHEN), announced they have reached an agreement to deploy next generation fiber-to-the-home (FTTH) broadband services to Berryville, Virginia.

image for news Glo Fiber Brings Lightning Fast Fiber Optic Internet to Berryville, VA

AGNC Investment: Let Your Profits Run — Neutral

AGNC   Seeking Alpha — February 11, 2025

AGNC's Q4 earnings were mixed – to say the least – upon first glance. However, I believe the headwinds to be only temporary and thus see more upside ahead. The TBV/share continued to decline in its Q4 earnings, which remains a concern in my mind.

image for news AGNC Investment: Let Your Profits Run