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JetBlue Airways Corporation (JBLU) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 17:55
PresentationBrandon OglenskiBarclays Bank PLC, Research Division All right. Good morning, everyone. Welcome again to day 2 of Barclays 43rd Annual Industrial Select Conference. I'm Brandon Oglenski, airline and transport analyst. And next up, we have JetBlue Airways. Joining us is Marty St. George, President of the company; and Ursula Hurley, Chief Financial Officer. I know, Ursula, you have a couple of things you want to maybe talk about first, but can we just queue up the audience response questions and t ...
LGI Homes: Industry Challenges And High Leverage Make This Prospect Scary
Seeking Alpha· 2026-02-18 17:52
Group 1 - The core focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] - Subscribers have access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas investment community [2]
Polestar Automotive Holding UK PLC (PSNY) Discusses Major Product Expansion and Sales Growth Strategy Update Transcript
Seeking Alpha· 2026-02-18 17:45
Core Viewpoint - Polestar has announced its most significant product offensive, highlighting a successful year in 2025 with strong sales growth and a solid foundation for future expansion [1][2]. Group 1: Company Performance - In 2025, Polestar achieved its best sales year ever, marking a year of dedicated execution and growth [1]. - The company experienced a global sales growth of 34%, with over 50% growth in its home market of Europe [2]. - Polestar operates with a small team of less than 2,000 employees across 28 markets, positioning itself as a competitive player in the automotive industry [2]. Group 2: Market Position - Polestar is recognized as Europe's only pure electric vehicle (EV) player, focusing on delivering electric performance cars [1]. - The company views itself as the "David" in the automotive industry, competing against larger "Goliath" companies [2].
Ralliant Corporation (RAL) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 17:45
PresentationGreat. Well, thanks, everyone, for being here. It's my pleasure to have up next Ralliant for the first time here as a stand-alone company. So excited to have you here, Tami Newcombe, Chief Executive; Neill Reynolds, CFO. So thank you both. And I think Tami you've got a couple of slides to walk through first.Tamara NewcombePresident, CEO & Director I do. I want to leave plenty of time for questions. Thank you. Thank you for being here. landing here in Miami, it was a year ago. I was here. So a mo ...
Tesla: The Most Volatile Stock That's Worth Holding Onto
Seeking Alpha· 2026-02-18 17:45
You get Bill's daily "live" buys and sells in his four portfolios: Emerging Growth, Ultra-Growth, Premier Growth, Dividend & Growth, and Best Bond Now. These portfolios have done very well since their 1/1/2019 inception.Since Elon Musk took over as CEO in 2008, Tesla, Inc. ( TSLA ) has been a company that forces investors to choose between short-term discomfort and long-term conviction.Bill Gunderson is CEO and Chief Market Strategist at Gunderson Capital. He is a professional money manager, former research ...
Ingersoll Rand Inc. (IR) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 17:44
Demand Environment - The demand environment in the U.S. is showing positive momentum, particularly in Q4, with organic growth in orders across both segments [1] - The peak of uncertainty in North America appears to be behind, with encouraging signs of recovery coming out of Q4 [2] - Globally, there is a similar trend, with positive organic growth in orders observed in markets like China, which accounts for about 10% of the company's revenue [2]
5 Signs Of The Coming Correction
Seeking Alpha· 2026-02-18 17:40
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Equity trading has gotten quite choppy here in February after stocks advanced in January to kick off January. Growing worries around the coming disruption from improving AI capabilities have played havoc with the SaaS concerns, insuranc ...
Itron: Staying Bullish On Q4 Beat And Strategic M&A
Seeking Alpha· 2026-02-18 17:38
Core Viewpoint - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The research service aims to identify Asia-listed stocks that are undervalued, specifically looking for deep value balance sheet bargains such as net cash stocks and low price-to-book (P/B) ratio stocks [1] - The service also targets wide moat stocks, which are characterized by strong competitive advantages and the ability to generate earnings power at a discount [1] Group 2: Market Focus - The primary focus is on the Hong Kong market, where the analyst has over a decade of experience in both buy and sell sides of equity markets [1] - The service provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]
Hecla Mining: A Phoenix Rises And Goes All In On Silver
Seeking Alpha· 2026-02-18 17:36
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Rithm Capital: Common Stock Very Interesting, Preferred Stocks Are A Strong Buy
Seeking Alpha· 2026-02-18 17:30
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