Seeking Alpha
Search documents
Nutrien Ltd. (NTR:CA) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript
Seeking Alpha· 2026-02-25 16:58
For the sake of kicking the conference off, we'll get going. So Ken and Mark, you just came off a very strong quarter, reported earnings last week, clearly capitalizing on the favorable Nutrien backdrop. So maybe we want to start off a little bit, if you want to rehash the year that was 2025 and where the company stays, and then we'll dive in and start there. And looking at Potash, we can talk about the market, certainly what we saw happen with nitrogen. And obviously, the phosphate market was in a place th ...
Mosaic: Cheap For A Reason, Still A Buy
Seeking Alpha· 2026-02-25 16:55
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MOS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...
Host Hotels & Resorts: A High-Quality Hotel REIT Still Worth Buying After Strong Results
Seeking Alpha· 2026-02-25 16:49
I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...
UWM Holdings Corporation (UWMC) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-25 16:37
PresentationGood morning. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the UWM Holdings Corporation Fourth Quarter 2025 and full year 2025 Earnings Conference Call. [Operator Instructions] Blake Kolo, you may begin your conference.Blake KoloChief Business Officer & Head of Investor Relations Good morning. This is Blake Kolo, Chief Business Officer and Head of Investor Relations. Thank you for joining us, and welcome to the Fourth Quarter ...
Scotiabank: Stable Q1 Results, But Cyclical Support Has Likely Been Priced-In
Seeking Alpha· 2026-02-25 16:32
Pearl Gray is a proprietary investment fund and independent market research firm. Our work on Seeking Alpha covers fixed-income, funds, preferred shares, and opportunistic calls on individual ordinary shares.Platform Author: Steve Booyens CFA, FRMSteve co-founded Pearl Gray in 2020. Due to his disfavour of narrative-based decision-making, he focuses on hidden macro, fundamental, and quant variables to identify both investing and trading alpha. He considers portfolio risk-return utility and managing position ...
Upstart: Well-Priced AI And Lending Play
Seeking Alpha· 2026-02-25 16:31
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
CoreWeave Earnings Preview: We See FY26 Upside
Seeking Alpha· 2026-02-25 16:24
Golden neocloud player, CoreWeave, Inc. ( CRWV ), is set to report its Q4 '25 results after the bell this Thursday. The report will come a day after Nvidia’s ( NVDA ) print schedule for Wednesday. There’s no mistake thatTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, ...
Columbia Balanced Fund Q4 2025 Contributors And Detractors
Seeking Alpha· 2026-02-25 16:23
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
Corteva, Inc. (CTVA) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript
Seeking Alpha· 2026-02-25 16:17
PresentationWelcome back, everyone. Delighted to have both the CEO and CFO, Chuck Magro and David Johnson from Corteva with us this morning. I'm going to let Chuck and David make some comments. But in general, it's a pleasure to have you here. Always plenty of going on -- plenty of things going on with Corteva, but clearly, interest and diligence has been heightened with the planned breakup of the Seed and the chemical business. But I will -- I'll hand it over to you if you want to make some opening comment ...
Icahn Enterprises L.P. (IEP) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-25 16:07
PresentationGood morning, and welcome to the Icahn Enterprises L.P. Fourth Quarter 2025 Earnings Call with Andrew Teno, President and CEO, Ted Papapostolou, Chief Financial Officer; and Robert Flint, Chief Accounting Officer. I would now like to hand the call over to Robert Flint, who will read the opening statement.Robert FlintChief Accounting Officer & Principal Accounting Officer Thank you, operator. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statement ...