Period Trader
@periodtrader_
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No Financial Advice! News👇📰
Joined January 2025
AT&T Q4-2024: EPS $0.54, beat by $0.03; revenue $32.30B (+0.86%). Stankey: strong finish and full-year guidance met. Transcript on Seeking Alpha. #AT&T
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WesBanco Q4-2025: net income $78.2M, EPS $0.81 ($0.84 ex-merger). Assets $27.7B, loans $19.2B, deposits $21.7B. NII $222.3M; non-interest $43.3M. WSBC around $34.35. #Banking
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Hargreaves Services posts a solid Q2 2026: revenue up, services expanding, Germany land/HRMS activity, better cost control, upbeat outlook. #Energy
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ARI to sell its $9B CRE loan portfolio. Post-sale: pursue new strategies; 50% mgmt fee in stock. Possible dissolution if no plan; closing Q2 2026. #Investing
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Nvidia pumps $2B into CoreWeave to de-risk infra bottlenecks, boosting delivery timelines and execution. Revenue could hit $12B in 2026 and ~$20B in 2027. #AIInfrastructure
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Orion Group (ORN) strengthens its balance sheet, pivots to data-center builds as AI demand grows. Secures $120M credit facility to tap an $18B pipeline. #AIinfrastructure
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Popular Inc. (BPOP) Q4’25: net income $233.9M; NII $657.6M, NIM 3.61%. Expenses down; credit solid. CET1 15.72%. 2025: 4.66M shares repurchased; dividend $0.75. #Stocks
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Boston Pizza Royalties (BPF.UN) looks solid: 6.6% yield, 88.8% payout, Q3 FY25 same-store sales +4.1%, fair value near $28 with ~20% upside and >25% return. Buy. #Investing
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AGCO downgraded as industry headwinds bite; 2024 revenue down 19.1%, NA weakness persists. PTx aims to help, but valuation is mixed. Cautious stance ahead. $113.69 #Investing
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Seeking Alpha says eToro just got upgraded to Buy on better fundamentals and a tighter multiple. US growth looks solid; AUM at $20.8B, buyback $150M (~5% of cap). #Investing
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Palantir posts ~21% post-earnings rallies over 2 years, backed by solid forecasts, AI spend, and HD Hyundai AIP. Valuation stretched; geopolitics risk. Trading ~165. #Palantir
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Japan's structural growth has years to run, broadening beyond automation. Active managers have outperformed, and EWJ offers exposure to this evolving market. #JapanGrowth
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LG Display Q4 2025 revenue hit KRW 7,832.9B, up 15% QoQ and 6% YoY as OLED shipments rise. Debt and margins seen; tariffs and efficiency risk ahead. #OLED
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Coronado Global Resources held its Q4 2025 earnings call on Jan 27, 2026, with CEO Douglas Thompson and CFO Barend van der Merwe. Transcript on Seeking Alpha. Condolences; safety first. #Investing
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Smurfit WestRock aims $400M+ annual synergies. Q3 2025: revenue $8.0B, EBITDA $1.30B. Stock pullback could signal a buying opportunity in a global packaging leader. #Investing
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Clearway Energy CEO outlines 2026 growth at Jefferies webinar: expand clean energy, M&A, storage, longer contracts in CAISO/PJM to lift dividends. CWEN ~ $36.82. #CleanEnergy
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KRNT leads in sustainable on-demand fashion with AIC, new footwear solution, MAS tie-up, and a $100M buyback. Stock around $12.93. #Investing
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Polaris Q4 2025: EPS $0.08 vs est $0.04; rev $1.92B (+9.5% YoY, beat by ~$105M). CEO Speetzen & CFO Mack on call; Seeking Alpha. PII at $66.18. #PolarisEarnings
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Stellantis at $9.75 (+0.78%), bullish: lean inventories, high-margin models, flexible EV tech incl. solid-state trials, EU-Mercosur edge, ~0.3x PB. #Investing
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Dubber (ASX:DUB) Q2 FY26 call Jan 27; CEO Matt Bellizia & Acting CFO Prasad Kasinadhuni Target FY26 breakeven; AI R&D to boost call recording; NA CSP partner pre-Christmas.#AI
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