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Eminence Capital’s 64 Stock Portfolio: Top 10 Holdings Analyzed
Eminence Capital’s 64 Stock Portfolio: Top 10 Holdings Analyzed

Updated on April 13th, 2021 by Nikos Sismanis

Founded by Ricky Sandler in 1999, Eminence Capital manages around $10.8 billion worth of assets, comprised of around $3.6 billion in core

Puma Biotechnology Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4): https://mms.businesswire.com/media/20191106005906/en/305625/5/puma_logo_JPEG.jpg
Puma Biotechnology Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)


Puma Biotechnology, Inc. (NASDAQ: PBYI), a biopharmaceutical company, announced that on April 12, 2021 the Compensation Committee of Puma’s Board of Directors approved the grant of inducement

Signs Point To Retail Investors Taking Over Bitcoin Momentum: CoinDesk
Signs Point To Retail Investors Taking Over Bitcoin Momentum: CoinDesk

Institutional investors have been driving the surge in demand for bitcoin and fueling the price increase for months. However, it’s starting to look like retail investors are taking back over,

Itron to Announce First Quarter 2021 Results on May 3, 2021 : https://mms.businesswire.com/media/20200123005801/en/769326/5/Itron_Bidgely_logo_FINAL.jpg
Itron to Announce First Quarter 2021 Results on May 3, 2021


Itron, Inc. (NASDAQ: ITRI), which is innovating the way utilities and cities manage energy and water, announced today that it will release financial results for the quarter ended March 31, 2021

Broadstone Net Lease, Inc. Schedules First Quarter 2021 Earnings Release and Conference Call : https://mms.businesswire.com/media/20210413006017/en/1072095/5/BroadstoneNetLease_navy.jpg
Broadstone Net Lease, Inc. Schedules First Quarter 2021 Earnings Release and Conference Call


Broadstone Net Lease, Inc. (NYSE: BNL) (“BNL” or the “Company”) today announced that it will release its financial and operating results for the quarter ended March 31, 2021 after the market closes

Turning Point Brands to Host First Quarter 2021 Conference Call
Turning Point Brands to Host First Quarter 2021 Conference Call


Turning Point Brands, Inc. (NYSE: TPB) announced the date and time for its conference call to review first quarter 2021 results. The conference call will be on Tuesday, April 27, 2021 at 10:00 a.m

JetBlue Announces Webcast of First Quarter 2021 Earnings Conference Call
JetBlue Announces Webcast of First Quarter 2021 Earnings Conference Call


JetBlue Airways Corporation (Nasdaq: JBLU) announced today that it will hold its quarterly conference call to discuss first quarter 2021 financial results on April 27th, 2021 at 10:00 a.m. ET.



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Hanger Announces Date of 2021 First Quarter Earnings Release and Conference Call
Hanger Announces Date of 2021 First Quarter Earnings Release and Conference Call


Hanger, Inc. (NYSE: HNGR), a leading provider of orthotic and prosthetic patient care services and solutions, announced it will report its financial results for the first quarter ended March 31

Victory Capital Reports March 2021 Assets Under Management: https://mms.businesswire.com/media/20200331005113/en/460034/5/VC_Logo_2c.jpg
Victory Capital Reports March 2021 Assets Under Management


Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) today reported assets under management (AUM) of $154.3 billion as of March 31, 2021.


Victory Capital

Fifth Third Bancorp Announces Preliminary Results of Annual Shareholders Meeting: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/24455/Fifth_Third_Bank.svg_%281%29.png
Fifth Third Bancorp Announces Preliminary Results of Annual Shareholders Meeting


Fifth Third Bancorp (Nasdaq: FITB) has announced that preliminary results from the Annual Shareholders Meeting held earlier today have indicated the following directors were re-elected:




  • Nicholas

Cloudflare Partners with NVIDIA to Bring AI to its Global Edge Network: https://mms.businesswire.com/media/20200719005029/en/738100/5/cf-logo-h-rgb.jpg
Cloudflare Partners with NVIDIA to Bring AI to its Global Edge Network


Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it is partnering with NVIDIA to bring AI to the edge at scale.

ISG to Announce First-Quarter Financial Results: https://mms.businesswire.com/media/20210201005142/en/1016900/5/ISG_%28R%29_Logo.jpg
ISG to Announce First-Quarter Financial Results


Information Services Group (ISG) (Nasdaq: III), a leading global technology research and advisory firm, said today it will release its first-quarter financial results on Monday, May 10, 2021, at

Eurofins Covid Testing Services Ltd (ECTS) Supports Reopening UK Travel by Making PCR Testing Affordable for All: https://mms.businesswire.com/media/20200421005718/en/318625/5/EUROFINS_jpg.jpg
Eurofins Covid Testing Services Ltd (ECTS) Supports Reopening UK Travel by Making PCR Testing Affordable for All


Eurofins Covid Testing Services Ltd (ECTS) recognises the importance of testing in the fight against COVID-19. Only the PCR test can provide the accuracy, reliability and variant tracking required

 
Eligibility of Wavestone shares for PEA-PME scheme
Eligibility of Wavestone shares for PEA-PME scheme

Wavestone confirms that it complies with all of the PEA-PME eligibility criteria* in accordance with the L.221-32-2 article of the French Monetary and Financial Code.

Accordingly, Wavestone shares

GILTI: The Ramifications On The Tax Burden Of Corporations
GILTI: The Ramifications On The Tax Burden Of Corporations

In his Daily Market Notes report to investors, while commenting on GILTI standards, Louis Navellier wrote:

Get The Full Ray Dalio Series in PDF

Get the entire 10-part series on Ray Dalio in

Keysight’s Power Device Testing Solution Selected by Semipower to Accelerate Development of Next Generation Semiconductors: https://mms.businesswire.com/media/20191105005173/en/754303/5/Keysight_Signature_Pref_Color.jpg
Keysight’s Power Device Testing Solution Selected by Semipower to Accelerate Development of Next Generation Semiconductors


Keysight Technologies, Inc. (NYSE: KEYS), a leading technology company that delivers advanced design and validation solutions to help accelerate innovation to connect and secure the world

Philip Morris International Inc. to Host Webcast of 2021 First-Quarter Results: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/23874/225px-Philip_Morris_International_Logo.svg.png
Philip Morris International Inc. to Host Webcast of 2021 First-Quarter Results


Regulatory News:



Philip Morris International Inc. (NYSE: PM) will host a live audio webcast at www.pmi.com/2021Q1earnings on Tuesday, April 20, 2021, at 9:00 a.m. ET to discuss its 2021

Bill Gates Is Right About SPACs and QuantumScape
Bill Gates Is Right About SPACs and QuantumScape

Below $42, QS stock is a long-term home run for investors

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Cushman & Wakefield Named ENERGY STAR® Partner of the Year for Ninth Year in a Row: https://mms.businesswire.com/media/20191105006169/en/669112/5/CW_Logo_Color_%28002%29.jpg
Cushman & Wakefield Named ENERGY STAR® Partner of the Year for Ninth Year in a Row


Cushman & Wakefield (NYSE: CWK), a leading global real estate services firm, is proud to announce that it has received the 2021 ENERGY STAR Partner of the Year—Sustained Excellence Award from the

Peter D. Goldstein Named General Counsel: https://mms.businesswire.com/media/20201019005535/en/831358/5/CBS+logo.jpg
Peter D. Goldstein Named General Counsel


GAMCO Investors, Inc. (NYSE:GBL) has appointed Peter D. Goldstein as General Counsel of GAMCO Investors, Inc., effective April 16, 2021.



On behalf of our shareholders, directors, and fellow

Still A Bullish Fever In Stocks?
Still A Bullish Fever In Stocks?

S&P 500 went nowhere yesterday – just like the prior Monday, heavy buying into Friday‘s close met no follow-up the day after. After almost touching 16 to close the week, VIX peeked higher yesterday

SES: ANNEX A: Standard form for notification of major holdings: https://mms.businesswire.com/media/20191129005253/en/290384/5/SES_Logo_BL_M.jpg
SES: ANNEX A: Standard form for notification of major holdings


ANNEX A: Standard form for notification of major holdings



Form to be used for the purposes of notifying a change in major holdings pursuant to the amended law and Grand-ducal Regulation of 11

Morgan Stanley Announces Commitment to Mobilize $1Trillion to Support Sustainability Solutions by 2030, including $750 Billion of Low-Carbon Solutions: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/23904/Morgan_Stanley_logo.svg.png
Morgan Stanley Announces Commitment to Mobilize $1Trillion to Support Sustainability Solutions by 2030, including $750 Billion of Low-Carbon Solutions


Morgan Stanley (NYSE: MS) today announced an updated commitment to mobilize $750 billion to support low-carbon solutions by 2030, following its initial commitment of $250 billion announced in 2018

US Foods Releases 2020 Corporate Social Responsibility Report: https://mms.businesswire.com/media/20191107005203/en/650770/5/USF_LOGOWITHOUTTAG_RGB_WEB.jpg
US Foods Releases 2020 Corporate Social Responsibility Report


US Foods Holding Corp. (NYSE: USFD) announced today the launch of the company’s 2020 Corporate Social Responsibility (CSR) Report. The report highlights progress against the company’s ongoing

Power Integrations’ HiperPFS-4 Power Factor Correction IC Delivers 98% Full-Load Efficiency
Power Integrations’ HiperPFS-4 Power Factor Correction IC Delivers 98% Full-Load Efficiency


Power Integrations (Nasdaq: POWI), the leader in high-voltage integrated circuits for energy-efficient power conversion, today announced that its HiperPFS™-4 power factor correction (PFC)