Financial Performance - NewMarket Corporation (NYSE: NEU) has a solid financial position and outperforms peers in profitability metrics [1] - The company is a consistent dividend payer, which may justify its stock trading at a premium compared to peers [1] Investment Strategy - The investment strategy involves a top-down view of the global economy combined with a bottom-up analysis of individual companies [1] - The approach starts with identifying strong economies and favorable currencies using macro data and statistical tools, followed by sector selection likely to perform well [1] - The focus then shifts to quality companies with solid momentum and consistent results [1]

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Core Insights - There is a significant divergence between the expectations of financial advisors and individual investors regarding inflation and bond returns [2][3] - Advisors are more grounded in rational analysis, while investors are influenced by emotional experiences and biases [3] Inflation Expectations - Approximately 50% of individual investors anticipate inflation to reach 4% or higher in the next year, with 20% expecting it to exceed 6% [2] - In contrast, three-quarters of advisors predict inflation will remain between 2% and 4% [2] Bond Return Predictions - Most advisors expect 10-year US Treasury notes to yield between 3.5% and 4.5%, while nearly half of investors foresee returns below 3.5% [3] - Two-thirds of advisors plan to maintain their bond allocations, and 25% intend to increase their bond investments [4] Emotional Influence on Investment Decisions - The report highlights that advisors' emotional detachment allows them to provide better guidance, potentially adding 100 to 200 basis points to returns through behavioral coaching [3] - Investors' expectations are often shaped by personal experiences, such as "sticker shock" from rising grocery prices [3]

Market Trends & Investment Strategies - Markets are in an era of growing dispersion, requiring portfolio adjustments [1] - Investors should navigate current market dynamics by focusing on economic growth and investment strategies [1] - The podcast discusses the business of the Federal Reserve and the performance of gold (GC=F) in the markets [1] Podcast Overview - Stocks In Translation provides information to make the right trade for your portfolio, cutting through market noise [1] - The podcast is available on Apple Podcasts, Spotify, and other platforms [1] - Yahoo Finance provides resources for managing financial life, including stock data, news, and portfolio management tools [1]

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Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools [1][2] - Cress is dedicated to removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to simplify investment research [2][4] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Company Contributions - Seeking Alpha's Quant Rating system, created by Cress, is designed to interpret data for investors and provide insights on investment directions, saving time for users [1][2] - The platform offers a systematic stock recommendation tool called Alpha Picks, aimed at helping long-term investors build a high-quality portfolio [1] Professional Background - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] - His previous experience includes founding a quant hedge fund and leading international business development at Northern Trust, showcasing a strong background in finance and investment [3][4]

Market Dynamics - The current market phase is characterized by momentum-driven trading, where investors are not primarily focused on discovering undervalued stocks but are influenced by market trends [1]. Analyst Profile - The analyst has over a decade of experience in global markets, specializing in macroeconomic analysis, portfolio management, and equity research [1]. - The analyst leads multi-asset strategies and manages equity portfolios, combining top-down macro insights with bottom-up stock selection [1]. - The research approach emphasizes economic cycles, monetary policy, and systemic risks, with a focus on growth stocks while maintaining a broad perspective across all equity styles [1]. Research Methodology - The research is grounded in fundamentals and utilizes tools such as Bloomberg Terminal, advanced Excel models, and quantitative methods for valuation, risk monitoring, and sector analysis [1]. - The analyst aims to share high-conviction ideas, focusing on undercovered names, contrarian opportunities, and the macro forces influencing capital flows [1].

Financial Data and Key Metrics Changes - The company is experiencing a significant moment with transformational innovation, as noted by management, indicating a potential inflection point in growth [5] - Management aims to improve R&D as a percentage of sales from 8% to 9-10% without sacrificing EPS [10] - The company expects to deliver high single-digit EPS improvement starting in 2027, driven by margin improvements and operational efficiencies [40][60] Business Line Data and Key Metrics Changes - The company is focusing on high-growth areas such as cardiac ablation and AFib, with recent acquisitions like Afera contributing to growth [20][22] - The diabetes segment is expected to improve with the launch of two new sensors, which are anticipated to drive growth in the U.S. market [52][54] - CAS growth accelerated from about 30% to almost 50% from Q4 to Q1, with expectations to add an incremental $1 billion in revenue by early 2027 [63] Market Data and Key Metrics Changes - The U.S. TAVR business showed slight growth of above 6% in Q1, while international markets performed stronger [88] - The company is optimistic about the Ardian product line, anticipating significant market development following a favorable CMS announcement [80] Company Strategy and Development Direction - The management is committed to capitalizing on current growth drivers and accelerating margin improvement through M&A and portfolio optimization [6][20] - The company is not considering a wholesale breakup but is open to trimming down the portfolio if it enhances shareholder value [13][17] - The focus remains on innovation and operational improvements to drive differentiated top-line and bottom-line growth [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational foundation of the company, stating that past supply chain and quality issues are now behind them [20] - The company is optimistic about the back half of the year, expecting growth drivers to contribute positively to performance [50] - Management is closely monitoring the competitive landscape and is committed to evaluating the performance of key investments like the Hugo system [45] Other Important Information - The company is experiencing gross margin pressures due to tariffs and product mix but expects improvements as operational efficiencies are realized [31][34] - The management highlighted the importance of pricing strategies and cost management as key drivers for margin improvement [36][39] Q&A Session Summary Question: What areas does Elliott want to see improvement in? - Management indicated alignment with Elliott's focus on capitalizing on growth drivers and accelerating margin improvement through M&A and portfolio management [5][6] Question: Why has the company done less M&A compared to peers? - Management attributed the lower M&A activity to operational issues during COVID but expressed confidence in pursuing more deals moving forward [20][28] Question: How does the company plan to improve gross margins? - Management outlined strategies including better pricing management, cost controls, and innovation to drive gross margin improvements over time [36][39] Question: What is the outlook for the diabetes business? - The diabetes segment is expected to improve significantly with the launch of new sensors and a new durable pump, enhancing competitive positioning [52][54] Question: How does the company view the TAVR business? - Management remains confident in the TAVR franchise, citing recent product improvements and strong data supporting their market position [89]