Group 1 - The stock market turmoil presents an opportunity for long-term investors to engage in bargain hunting despite potential near-term challenges for some stocks [1] - The importance of entering stocks at the right price is emphasized as a key strategy for investors [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and advising startups, providing insights into current industry trends [2]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of event requiring this shell company report Com ...

A stock market correction occurs when a major index falls 10% off its highs. The S&P 500 (^GSPC -1.39%) hit that level Thursday, falling almost 1.4% to end the day 10.1% below its all-time high set on Feb. 19. It joined the Nasdaq Composite (^IXIC -1.96%), which was 14.2% below its Dec. 16 high.Investors understandably don't like corrections, but they aren't the end of the world. In fact, they present good opportunities for investors to scoop up shares of stocks and exchange-traded funds (ETFs) that are muc ...

4Q24 Results Presentation February 27, 2025 1 Forward looking statements This presentation and any other written or oral statements made by us in connection with this presentation include forward-looking statements within the meaning of and made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, that address activities and events that will, should, could, are expected to or may occur in the future are fo ...

Cool Company Ltd. (NYSE:CLCO) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Richard Tyrrell - CEO John Boots - CFO Conference Call Participants Frode Morkedal - Clarksons Securities Liam Burke - B. Riley Climent Molins - Value Investors Edge Operator Hello, and thank you for standing by. I would like to welcome everyone to the Cool Company Limited's Q4 2024 Business Update. I would now like to turn the call over to our CEO, Richard Tyrrell. Please go ahead. Richard Tyrre ...

Mortgage Rates and Market Trends - Mortgage rates have decreased for two consecutive weeks, with the average rate on a 30-year mortgage falling to 6.95% from 6.96% last week, down from 6.99% a month ago [1] - The average rate on 15-year fixed-rate mortgages also declined to 6.12% from 6.16% [1] - The bond market's reaction to the Fed's interest rate policy significantly influences mortgage rates, with the 10-year Treasury being a major factor [2] Future Expectations - Anticipation of multiple Fed rate cuts has influenced long-term bond yields, which in turn affects mortgage rates [3] - The Fed's December meeting indicated only a couple of cuts in 2025, leading to speculation on how mortgage rates will respond [3] Housing Market Dynamics - Existing home sales rose for the third consecutive month in December, while pending home sales decreased by 5.5% [4] - The inventory of homes for sale has increased nearly 25% compared to the previous year, which may lead to lower prices and attract first-time buyers [5] Investment Opportunities - Companies in the real estate sector are showing promising growth potential, with several stocks having a Zacks Rank 2 (Buy) and a VGM Score of A or B [6] - FirstService Corporation (FSV) has an expected earnings growth rate of 7.9% for the current year, with a consensus estimate improvement of 1.1% over the past 60 days [7] - Jones Lang LaSalle Incorporated (JLL) has a significantly higher expected earnings growth rate of 83.8% for the current year, with a 1.7% improvement in consensus estimates [8] - Brookfield Infrastructure Partners L.P. (BIP) has an expected earnings growth rate of 4.8% for the current year, with a 3% improvement in next-year earnings estimates [9]

Industry Overview - Demand for HVAC systems increased significantly in 2024, driving strong growth for companies like Lennox and Trane Technologies [1] - Lennox's stock rose over 40% and Trane Technologies' stock surged over 55%, outperforming the S&P 500's 25% rise [1] Lennox Performance and Outlook - Lennox's core revenue grew 15% in Q3 2024 to $1.5 billion, with 2% growth from recent acquisitions [2] - The company raised its full-year revenue forecast to 10% growth, with the AES deal contributing 2% [3] - Lennox increased its earnings per share range and improved its free-cash-flow outlook [3] - The company launched the most efficient air conditioner system on the market and formed a joint venture with Samsung to produce heat pumps and other comfort solutions [5] - Lennox expects higher demand for its higher-value products in 2025 and aims to gain a larger share of the commercial market, supported by its new factory in Mexico [5] Trane Technologies Performance and Outlook - Trane Technologies' Q3 2024 revenue rose 11% to $5.4 billion, with adjusted earnings per share surging 21% [4] - The company reported strong bookings of $5.2 billion in Q3, a 5% increase year-over-year [4] - Trane Technologies' backlog increased to $7.2 billion, up from $6.9 billion at the end of 2023, with a strong project pipeline, especially for commercial HVAC solutions [9] - The company expects 2025 to be another strong year, driven by demand for sustainable solutions and commercial HVAC systems [9] Financial Metrics and Valuations - Lennox's home comfort solutions revenue rose 15% to $1 billion, and building climate solutions revenue increased 15% to $465 million [7] - Trane Technologies' adjusted earnings per share soared 24%, and free cash flow jumped 50% [7] - Both companies trade at high valuations, with Trane Technologies at a forward P/E ratio of over 34 times and Lennox at nearly 30 times, compared to the S&P 500's 22 times and Nasdaq-100's 27.5 times [10]

I am a voracious reader and self-taught investor. In the past, I was an accountant in the maritime industry. Now, I am a happy retiree passionate about writing and financial markets. As the kids are grown up, I have time to pursue my endeavors: growing my portfolio and developing my writing skills. You will find enticing investment ideas in KD Research that are not limited by region or sector. However, all of them share a few common things: • They are overlooked. • They offer asymmetric risk rewards. • They ...

Cool Company Ltd. (NYSE:CLCO) Q3 2024 Earnings Conference Call November 21, 2024 8:30 AM ET Company Participants Richard Tyrrell - CEO John Boots - CFO Conference Call Participants Frode Morkedal - Clarksons Securities Alexander Bidwell - Webber Research & Advisory Liam Burke - B. Riley Peter Hagen - ABG Operator Good day, and welcome to the Cool Company Limited Third Quarter 2024 Business Update Call. At this time, all participants are in a listen-only mode. Following the speakers' remarks, there will be a ...

Cool Company (CLCO) is slated to release third-quarter 2024 earnings numbers on Nov. 21, before market open.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The Zacks Consensus Estimate for third-quarter 2024 earnings has been unchanged at 39 cents per share in the past 60 days. The consensus estimate for third-quarter 2024 revenues is pegged at $76.93 million. Image Source: Zacks Investment Research Earnings Whispers for CLCOOur proven model does not conclusively predict an earnings b ...