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WD-40: Excellent Company, Expensive Stock
Seeking Alpha· 2025-06-27 15:57
Editor's note: Seeking Alpha is proud to welcome David Devine as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.With a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand un ...
Sierra Bancorp (BSRR) Earnings Call Presentation
2025-06-27 11:50
2025 WESTERN BANK FORUM MARCH 10 - 11, 2025 MARINA DEL REY, CALIFORNIA INVESTOR PRESENTATION SAFE HARBOR STATEMENT This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of Sierra Bancorp's management and are: Actual results may differ from those set forth in the forward-looking statements. Factors that could cause Sierra Bancorp's actual results to differ materially ...
X @The Economist
The Economist· 2025-06-27 08:22
Tesla does poorly on work-life balance but scores highly for attributes like innovation. How about other firms? Explore the data https://t.co/dVk8Z1ecYL ...
瑞银:全球石油和炼油市场展望
瑞银· 2025-06-27 02:04
ab 23 June 2025 Global Research Global Oil and Gas Global oil and refining markets outlook Equities Global Oil Companies, Major Henri Patricot, CFA Analyst henri.patricot@ubs.com +33-14-888 3033 Anna Kishmariya Analyst anna.kishmariya@ubs.com +44-20-7568 7999 Nayoung Kim Analyst nayoung.kim@ubs.com +44-20-7568 4010 Joshua Stone Analyst joshua.stone@ubs.com +44-20-7901 5588 This report has been prepared by UBS Europe SE. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantitativ ...
'Not a bipartisan issue' but a 'Trump issue': Weissmann on Congress' ability to check power
MSNBC· 2025-06-26 21:01
Joining us now, former FBI general counsel and senior prosecutor on the Miller investigation, Andrew Weissman. He is now co-host of the Main Justice podcast. Also with us in studio, MSNBC legal correspondent Lisa Rubin and Paul Reichoff.He is still with us. Andrew, um, welcome to the conversation. So, what does the Constitution say about the role that Congress plays in declaring war.Sure. Well, there there are two bodies of law that that people have to be thinking about. what is um the constitution sort of ...
KT Corporation: Staying Bullish On Policy Tailwinds And Strategic Alliances
Seeking Alpha· 2025-06-26 14:32
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
US Economy: Jobless Claims Fall, 1Q GDP Revised to -0.5%
Bloomberg Television· 2025-06-26 14:22
Durable goods orders on a headline basis hasn't crossed yet, but ex transportation up half a percent. The capital goods orders not defense ex air, what we call core durables up 1.7% after falling 1.5% last month. So this is good news.Business is still spending. We will have to see what the breakdown is there. Here's jobless claims.They fall to 236,000 from 246,000 last month. Last week there were a lot of people who thought this may be a seasonal adjustment problem. That pushed claims up in recent weeks bec ...
Jobless claims fall, GDP revised lower, durables orders soar
CNBC Television· 2025-06-26 13:14
Rick Santelli is standing by at the CME in Chicago. And uh Rick, take it away. Let's see the numbers.Yes. And there are a lot of numbers, so we're going to go slow. And let's start with well, let's start with durable goods, shall we.On durable good orders, we're expecting a number that's going to be somewhere in the vicinity of up 8 to 8 and a half% on a preliminary, not coming across the screen. So, we're going to switch gears. We're going to look at the trade balance minus 96.6% billion.So the good news t ...
高盛:中国太阳能-低价持续
Goldman Sachs· 2025-06-25 13:03
24 June 2025 | 2:17PM CST China Solar Lower for longer Bottom line: Profitability inflection to be pushed out due to slower demand growth and long run normalized earnings to stay low, but still on track to reach a cyclical bottom in 2025E. We believe China's solar industry is on track to reach a cyclical bottom in 2025E with improving supply/demand balance on back of larger capex cut by Group 1 players, but mid-to-long run normalized profitability will likely stay low in our view, given demand growth slowdo ...
Ryder System (R) Earnings Call Presentation
2025-06-25 09:21
Investor Overview April 2025 Safe Harbor and Non-GAAP Financial Measures Note Regarding Forward-Looking Statements: 1 Certain statements and information included in this presentation are "forward-looking statements" under the Federal Private Securities Litigation Reform Act of 1995, including: our forecast; our outlook; our expectations regarding market trends and economic environment, such as rental demand, economic growth, challenging freight environment, weakening used vehicle sales and rental; our expec ...