News
"There are no new eras; excesses are never permanent." --Bob Farrell (Rule #3)
TIPPING POINT: BUY LTPZ
TIPPING POINT: BUY LTPZ (July 31, 2026): As I had described in my recent postings, U.S. government debt has become unusually undervalued, with many U.S
DexCom Q2 Earnings Call Highlights
Key Points
- Interested in DexCom, Inc.? Here are five stocks we like better.
- DexCom’s Q2 revenue rose 13% year over year to $1.31 billion, driven by continued CGM demand, new-customer starts
CareDx Q2 Earnings Call Highlights
Key Points
- Interested in CareDx, Inc.? Here are five stocks we like better.
- CareDx’s second-quarter revenue rose 52% to $132 million, driven by a 61% increase in testing-services revenue and a
WAVE Life Sciences Q2 Earnings Call Highlights
Key Points
- Interested in WAVE Life Sciences Ltd.? Here are five stocks we like better.
- WAVE Life Sciences reported weaker financial results: Q2 revenue fell to $2.3 million from $8.7 million
Vericel Q2 Earnings Call Highlights
Key Points
- Interested in Vericel Corporation? Here are five stocks we like better.
- Record Q2 performance: Vericel’s revenue rose 22% year over year to $77.5 million, while GAAP net income
Solstice Advanced Mat Q2 Earnings Call Highlights
Key Points
- Interested in Solstice Advanced Mat? Here are five stocks we like better.
- Solstice Advanced Materials exceeded Q2 guidance, with sales up 11% year over year to $1.148 billion and
Regeneron Pharmaceuticals Q2 Earnings Call Highlights
Key Points
- Interested in Regeneron Pharmaceuticals, Inc.? Here are five stocks we like better.
- Regeneron delivered strong second-quarter growth: Revenue rose 17% year over year to $4.3 billion
Patterson-UTI Energy Q2 Earnings Call Highlights
Key Points
- Interested in Patterson-UTI Energy, Inc.? Here are five stocks we like better.
- Second-quarter revenue rose 10% sequentially to $1.228 billion, supported by stronger drilling
Kyndryl Shareholders Approve Board, Pay Plan and Auditor at 2026 Annual Meeting
Key Points
- Interested in Kyndryl Holdings, Inc.? Here are five stocks we like better.
- Kyndryl shareholders approved all four proposals at the 2026 annual meeting, including six director
Omnicell Q2 Earnings Call Highlights
Key Points
- Interested in Omnicell, Inc.? Here are five stocks we like better.
- Omnicell exceeded profitability expectations in Q2 2026, reporting $312 million in revenue, $67 million in
Madrigal Pharmaceuticals Q2 Earnings Call Highlights
Key Points
- Interested in Madrigal Pharmaceuticals, Inc.? Here are five stocks we like better.
- Rezdiffra sales rose 71% year over year to $364.3 million in Q2 2026, with nearly $1.3 billion in
Icon Q2 Earnings Call Highlights
Key Points
- Interested in Icon Plc? Here are five stocks we like better.
- Icon’s Q2 revenue rose 1.2% year over year to $2.1 billion, while adjusted EBITDA increased to $327.2 million and adjusted
Leonardo DRS Q2 Earnings Call Highlights
Key Points
- Interested in Leonardo DRS, Inc.? Here are five stocks we like better.
- Second-quarter results strengthened: Revenue rose 10% to $913 million, while adjusted EBITDA increased 33% to
Amneal Pharmaceuticals Q2 Earnings Call Highlights
Key Points
- Interested in Amneal Pharmaceuticals, Inc.? Here are five stocks we like better.
- Amneal reported strong Q2 results, with revenue up 10% to $796 million, adjusted EBITDA up 12% to
Agios Pharmaceuticals Q2 Earnings Call Highlights
Key Points
- Interested in Agios Pharmaceuticals, Inc.? Here are five stocks we like better.
- Mitapivat revenue reached $44.7 million in Q2 2026, while Agios reported a $100.7 million net loss
Alnylam Pharmaceuticals Q2 Earnings Call Highlights
Key Points
- Interested in Alnylam Pharmaceuticals, Inc.? Here are five stocks we like better.
- Second-quarter revenue surged 74% to approximately $1.2 billion, driven by AMVUTTRA, which
Sanofi Q2 Earnings Call Highlights
Key Points
- Interested in Sanofi? Here are five stocks we like better.
- Sanofi raised its 2026 outlook after second-quarter sales rose 17.8% to €11.6 billion and business EPS increased 33.3%
Neogen Q4 Earnings Call Highlights
Key Points
- Interested in Neogen Corporation? Here are five stocks we like better.
- Q4 performance improved: Neogen reported $225.3 million in revenue, with core growth accelerating to 4.3%. Food
Multibeam unterzeichnet Absichtserklärung über Förderung von 140 Mio. USD mit US-Handelsministerium
Absichtserklärung ebnet den Weg für eine strategische Initiative zur Entwicklung von Fine-Pitch-Prozessabläufen für die energieeffiziente heterogene Chipintegration der nächsten Generation
EQS-News: NanoRepro AG: Jahresabschluss 2025 veröffentlicht – Gruppe mit konsolidiertem Umsatz von rund 16 Mio. EUR auf Wachstumskurs
EQS-News: NanoRepro AG: Jahresabschluss 2025 veröffentlicht – Gruppe mit konsolidiertem Umsatz von rund 16 Mio. EUR auf Wachstumskurs
The Hanover Insurance Group Q2 Earnings Call Highlights
The Hanover Insurance Group (NYSE:THG) reported record second-quarter operating performance, citing improved underwriting margins, accelerating premium growth and higher investment income across
London Stock Exchange Group H1 Earnings Call Highlights
Key Points
- Interested in London Stock Exchange Group plc? Here are five stocks we like better.
- LSEG delivered strong first-half results: Organic revenue grew 8.4%, adjusted EBITDA rose 14%
EQS-News: MEDICLIN beendet solides erstes Halbjahr 2026
EQS-News: MEDICLIN beendet solides erstes Halbjahr 2026
Robert Walters H1 Earnings Call Highlights
Robert Walters (LON:RWA) said its first-half 2026 performance was in line with expectations as the recruitment firm reduced costs, continued cash-management actions and reported improving trends in
Penske Automotive Group Q2 Earnings Call Highlights
Key Points
- Interested in Penske Automotive Group, Inc.? Here are five stocks we like better.
- Second-quarter revenue rose 6% to $8.5 billion, with adjusted EPS of $3.62 excluding