James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...

All right, welcome back to Appalon Report. Let's get to some calls of the day. Wolf bullish on biotech and believes the group has much more upside.Jim, you own two names, Abby and Vertex. Yeah, I look at Abby and Vertex a little bit differently than what we generally describe as biotech. Doesn't mean I'm right or wrong, but a lot of times when I think about biotech, I think about upand cominging development companies that may have one or two products that they're waiting hoping they're going to get good uh ...

Key Takeaways ConocoPhillips trades at 5.24X EV/EBITDA, below the industry's 10.90X and key peers' valuations.Marathon Oil assets add efficiency, with $1B+ in annual synergies expected by 2025-end.COP sees $7B in yearly free cash flow from 2029, aided by LNG and Alaska projects.ConocoPhillips (COP) is currently trading at a 12-month enterprise value to EBITDA (EV/EBITDA) of 5.24X. This is below the broader industry average of 10.90X, Exxon Mobil Corporation’s (XOM) 7.02X and EOG Resources Inc’s (EOG) 5.42X. ...

The report reinforced some investors' concern that the iPhone maker lags peers in the space. The Apple iPhone 17 launch event, set for tomorrow, might not fix that impression. Apple's stock has lost more than 5% this year so far, making it the only member of the Magnificent Seven in the red for 2025 besides Tesla. CFOTO / Future Publishing / Getty Images Close Apple appears to have lost more AI talent, fueling worries about its progress with the emerging technology. Wall Street doesn't expect its iPhone 17 ...

Democratic lawmakers on the U.S. Senate Banking Committee have demanded that Stephen Miran pledge to resign from his job as chief White House economic adviser before the Republican-controlled panel takes any more steps to advance his nomination for a seat on the Federal Reserve's Board of Governors. ...

Question-and-Answer SessionYes. I think maybe just kick it off a little bit. You came out with some updated guidance or updated thoughts on a slide deck recently. Maybe just give us a quick overview on how the quarter is going. And what you're seeing?Christopher Del Moral-NilesExecutive VP & CFO Yes. Look, we've had a great year and a continued positive trend with regard to deposit growth. And so core deposit growth has continued to be on a very positive trajectory. The mix of deposits has continued to be p ...

Question-and-Answer SessionGreat to have you. Just to kick things off, broadly, can you talk a little bit about the macro backdrop from the Canadian perspective, how is volatility trade tensions with the U.S. things like that have been impacting the business?David ArnoldChief Financial Officer Look, I mean, global uncertainty, quite frankly, and kind of the interest rate outlook, as you'd expect, Ben, continues to really drive elevated volumes across our marketplaces. We've seen open interest growth, it's - ...

Key Takeaways Cardinal Health opened a 340,000-sq-ft Fort Worth center for its at-Home Solutions business.The site ships 10,000 packages daily, serving over 6M patients with critical medical supplies.CAH's Texas site is its third new at-Home Solutions facility in three years, featuring automation.Cardinal Health (CAH) recently opened a new distribution center in Fort Worth, TX, to support its at-Home Solutions business. The facility is dedicated to shipping medical supplies directly to patients’ homes. This ...

Key Takeaways Coca-Cola's healthier portfolio, including Zero Sugar and fairlife, is driving strong global growth.Regional success in value-added dairy shows the strategys adaptability across markets.Continuous innovation, from functional drinks to natural ingredients, positions Coca-Cola for consumer appeal.The Coca-Cola Company (KO) is increasingly leaning on its portfolio of healthier options to capture evolving consumer demand, positioning itself beyond traditional sodas. The company has been proactive ...

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