PresentationGood morning, everyone. We are pleased to have you for our H1 FY '26 results. Alexandre Ricard and Helene de Tissot will take you through the highlights before we open the Q&A session.Alexandre RicardCEO, MD & Chairman Well, thank you very much, Joelle, and good morning to all of you. I suggest we go into our first half of fiscal year '26 sales and results. Now before we deep dive into all the details of this first half, I would like us to, for a couple of minutes, just sit back and think about ...

Old National Bancorp (ONB) on Thursday announced a doubling in the size of its share repurchase program to up to $400M, effective until February 28, 2027. The new program replaces the prior $200M stock buyback program, set to expire on February 28, 2026. ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RITHM, NLY, AGNC either through stock ownership, options, or other derivatives. 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 Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

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Core Viewpoint - The stock market in 2026 is characterized by high volatility, suggesting that this is not an ideal time for passive investing. Investors who can identify strong buying opportunities in undervalued companies with solid fundamentals are likely to achieve significant outperformance [1]. Group 1 - Investors are encouraged to actively seek out beaten-down stocks that still exhibit strong fundamentals [1]. - The experience of analysts covering technology companies and working in Silicon Valley provides valuable insights into current industry trends [1]. - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1].

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Question-and-Answer SessionMarc, as I walk over, a lot's been going on over the last year for you guys. I want to start with JCI's transformation over the last couple of years because I think it's been pretty remarkable. You have a much leaner portfolio. The team has been working on cost actions. You've been CFO for some time, and Joakim has been CEO for almost a year now. So maybe you could just highlight for us earlier wins that you've had? And what would you say you and Joakim have had the most impact on ...

Core Viewpoint - Analog Devices, Inc. (ADI) is a significant player in the technology sector, specializing in the production of analog and mixed-signal computer chips that are utilized in various real-world applications [1]. Company Overview - ADI focuses on creating chips that serve a wide range of applications, indicating its importance in the tech industry [1]. - The company is often compared with small- to mid-cap firms, which are frequently overlooked by investors, highlighting ADI's position as a large-cap company that provides a broader perspective on equity markets [1].

Question-and-Answer SessionBrandon OglenskiBarclays Bank PLC, Research Division Do you currently own CPKC? Yes, overweight; two, market weight; three, underweight; and four, no. Go and vote really quick. Appreciate everyone participating. We do publish these after the conference. Okay. Question number two, please. What is your general bias towards CP right now? Positive, negative or neutral. And then question number three, please. In your opinion, through-cycle EPS growth for CPKC will be above peers, in ...

Question-and-Answer SessionAnd I suppose, first off, thinking about the overall top line outlook, you have that 6% to 8% organic growth goal, and obviously, it's a through-cycle target. You've been below that the last couple of years for some well-rehearsed reasons. What do you think the probability is that you can get into that 6% to 8% range in the next few years?David GitlinChairman & CEO Good. We feel good about the algorithm. You can look at it -- Julian, and thank you for having us. You can look at it ...