Paramount Group, Inc. (PGRE) M&A Call Transcript
Seeking Alpha· 2025-09-17 15:03
PresentationI would now like to turn the conference over to Emma Hoelke, Associate General Counsel. Please go ahead.Good morning, and welcome to the Rithm Capital to acquire Paramount Group, Inc. Conference Call. [Operator Instructions] Please note this event is being recorded.Emma BollaAssociate General Counsel Thank you, and good morning, everyone. I would like to thank you for joining us today. Earlier this morning, we issued a press release announcing the acquisition of Paramount Group, Inc. Joining me ...
Edison International: Deep Value Price With A Cumbersome Balance Sheet (NYSE:EIX)
Seeking Alpha· 2025-09-17 15:02
Edison International (NYSE: EIX ) is the parent company of Southern California Edison (SCE), one of the largest electric utilities in the United States. With a massive service territory and a regulated rate base, SCE is a backbone ofI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addition to managing m ...
Don't let gold's record run distract you from silver's ‘explosive potential' right now
MarketWatch· 2025-09-17 15:02
As gold prices have climbed to new records, silver has emerged from the shadows — outshining the yellow metal with its own gain and reaching its highest price in 14 years. ...
Tilray stock price sits and waits for Trump cannabis rescheduling
Invezz· 2025-09-17 15:02
The Tilray Brands stock price has staged a strong bullish rebound in the past few months, moving from a low of $0.352 in June to $1.25, up by 256%. Here's what to expect as market participants wait fo... ...
Market Concentration "Yellow Flag" Ahead of FOMC, Bond Rally Not Expected
Youtube· 2025-09-17 15:01
Market Overview - The concentration risk in the market, particularly among the largest stocks in the S&P 500, is raising caution among investors, indicating a potential for outsized movements in indexes due to a few mega-cap stocks driving performance [2][4] - The recent gains in mega-cap stocks are seen as justified due to strong earnings and capital expenditure numbers, but there are concerns that these gains may mask weaknesses in other market segments [4] Bond Market Insights - Expectations are set for a 25 basis point rate cut, with a low likelihood of a larger cut being signaled by the Federal Reserve [5] - The bond market is anticipated to react with yield curve steepening, reflecting a complex relationship between short and long-term rates amid inflation concerns [6][7] Housing Market Dynamics - A drop in mortgage rates is expected to positively impact housing demand, which has been sluggish due to high prices and low mobility among homeowners with favorable mortgage rates [9][12] - Housing data indicates a contraction in building permits for five consecutive months, suggesting a trendless state in housing starts and existing home sales remaining near recession levels [11][12]
Stock Market Today: Investors stumped as indecisive Fed cuts rates, offers wide array of 2026 forecasts
Yahoo Finance· 2025-09-17 15:01
The U.S. stock market is now closed. The Dow (+0.57%) and Russell 2000 (+0.44%) closed out the day in the green, while the S&P 500 (-0.10%) and Nasdaq (-0.33%) dipped."Mortgage rates may react accordingly [with the 25 basis point cut]," ... "As for future cuts? We’ll need to wait and see. Future rate cuts will be dependent on new data on jobs and inflation."William Raveis Mortgage Regional Vice President Melissa Cohn offered some color on the housing market, which remains frigid in the face of higher rates: ...
If You Had Invested in These 3 Growth Stocks 15 Years Ago, You Would’ve Become a Millionaire
Yahoo Finance· 2025-09-17 15:01
The stock market has produced an annualized 8% return for many years, but if you dig deep enough, you can find some outliers. Every year, there are stock opportunities that can produce generational wealth if you buy and hold them. For You: How To Get a 10% Return on Investment (ROI): 10 Proven Ways See Next: 4 Housing Markets That Have Plummeted in Value Over the Past 5 Years While you can become a millionaire with any stock if you put $999,999 into it and end up with a green day, some stocks require much ...
Earnings Preview: Thor Industries (THO) Q4 Earnings Expected to Decline
ZACKS· 2025-09-17 15:01
Core Viewpoint - Thor Industries (THO) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended July 2025, with the consensus outlook indicating potential impacts on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The earnings report is scheduled for release on September 24, and better-than-expected key numbers could lead to a stock price increase, while a miss may result in a decline [2]. - The consensus estimate for quarterly earnings is $1.16 per share, reflecting a year-over-year decrease of 31%, with revenues expected to be $2.31 billion, down 8.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 28.4% higher, indicating a reassessment by analysts of the company's earnings prospects [4]. - The Most Accurate Estimate for Thor Industries is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.43%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Thor Industries currently holds a Zacks Rank of 3, which complicates predictions of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Thor Industries exceeded expectations by posting earnings of $2.77 per share against an expected $1.79, resulting in a surprise of +54.75% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - While Thor Industries does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].
KB Home (KBH) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
ZACKS· 2025-09-17 15:01
KB Home (KBH) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 24. On ...
Innate Pharma S.A. 2025 Q2 - Results - Earnings Call Presentation (NASDAQ:IPHA) 2025-09-17
Seeking Alpha· 2025-09-17 15:01
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...