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American States Water Company (AWR) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:34
PresentationOperator Ladies and gentlemen, thank you for standing by. Welcome to the American States Water Company conference call discussing the company's fourth quarter and full year 2025 results. The call is being recorded. If you would like to listen to the replay of this call, it will begin this afternoon at 5:00 p.m. Eastern Time and run through February 26 on the company's website, www.aswater.com. The slides that the company will be referring to are also available on the website. [Operator Instructi ...
FCNCN: A 6.625% Fixed Rate -Reset Preferred IPO From First Citizens BancShares
Seeking Alpha· 2026-02-19 21:32
分组1 - The article discusses the recent addition of First Citizens BancShares (FCNCA) to the exchange, highlighting its focus on fixed-income securities [1] - Denislav Iliev, an experienced day trader with over 15 years in the field, leads a team of 40 analysts who specialize in identifying mispriced investments in fixed-income and closed-end funds [1] - The investing group Trade With Beta, led by Iliev, offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1]
Carrier Global Corporation (CARR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-19 21:24
Core Viewpoint - The company is focused on accelerating growth through new product development, aftermarket services, and systems-related growth, with a positive outlook for performance improvement in the upcoming years [1]. Group 1: Growth Strategy - The company has identified three of the four elements in its growth algorithm—products, aftermarket, and systems—which are expected to contribute around 4 to 5 points of growth [2]. - The aftermarket segment is performing well, and the company is successfully introducing new products and gaining market share, particularly in data centers [2]. - The systems segment represents a new opportunity, with initiatives like CDUs for QuantumLeap offerings in data centers and energy system-level offerings in HEMS in Europe [3].
Intuit's $100B Panic: Premature AI Death Call
Seeking Alpha· 2026-02-19 21:18
Intuit Inc. ( INTU ) has lost nearly $100 billion in market value over the past six months, as the “SaaSpocalypse” narrative has taken hold of the market.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech a ...
Wal-Mart De Mexico S.A.B. de C.V. ADR (WMMVY) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:15
PresentationSalvador Villasenor BarraganInvestor Relations Director Good afternoon. I'm Salvador Villasenor, in charge of Investor Relations at Walmex. Thank you for joining us to review the results of the fourth quarter 2025. Today with me is Cristian Barrientos, our President and Chief Executive Officer of Wal-Mart de Mexico y Centroamerica; Paul Lewellen, our new Chief Operating Officer; and Paulo Garcia, our Chief Financial Officer. The date of this webcast is February 18, 2026. Today's webcast is being ...
Bristol-Myers: I'm Buying Post Earnings
Seeking Alpha· 2026-02-19 21:09
Group 1 - Bristol-Myers Squibb Company (NYSE: BMY) has been recognized as a significant winner in the pharmaceutical sector since a strong buy rating was issued in late October, attributed to its successful execution of strategies [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential, indicating a long-term value investing approach [1] Group 2 - The article emphasizes a preference for long-term value investing while acknowledging occasional interest in deal arbitrage opportunities, such as those involving Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a clear aversion to investing in businesses that are not well understood, particularly in high-tech and certain consumer goods sectors [1] - The article expresses skepticism towards cryptocurrencies, indicating a focus on more traditional investment avenues [1]
TechnipFMC outlines $10B Subsea inbound target and raises 2026 margin guidance as portfolio approach gains traction (NYSE:FTI)
Seeking Alpha· 2026-02-19 21:05
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Kimberly-Clark Corporation (KMB) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:05
PresentationUnknown Analyst Hi, everyone. Our next presenter is Kimberly-Clark, which is currently in the midst of one of the largest transactions and biggest corporate transformations in CPG history. The team is led by Chairman and CEO, Michael Hsu. Since taking the helm in 2019, Mike could do reach within the company, building a veteran leadership team with extensive experience in key areas and reshaping the portfolio to become a leader, a global leader in branded personal care. Under its power and strate ...
Cullinan Therapeutics, Inc. (CGEM) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-19 21:05
PresentationSamantha SemenkowCitigroup Inc., Research Division Good morning, and thank you for joining our session of Citi's Virtual Oncology Leadership Summit. I'm Sam Semenkow, one of the senior biotech analysts here at Citi. And it's my pleasure today to be hosting Cullinan Therapeutics' CEO, Nadim Ahmed; and CFO (sic) [ CMO ], Jeff Jones. Nadim, Jeff, thank you very much for joining us today. ...
Wyndham Hotels & Resorts Gets An Upgrade With A View, A Bright One
Seeking Alpha· 2026-02-19 20:58
Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1,000 followers, & also has written for platforms like Investing dot com. He is the author of a new book on Amazon called Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition).The author's career focus as a business & information systems analyst also included the IT department at top 10 financial firm Charles ...