by Steve Carr | Jun 1, 2020 | Company Research, Peloton Updates |
Business Overview Box, Inc. is a cloud content management platform that helps businesses, government agencies, and non-profit organizations manage data files and collaborate within workflows. Summary Box, Inc. released Fiscal first quarter 2021 earnings on May 27....
by Steve Carr | Aug 7, 2018 | Company Research, Investing, Peloton Updates, Tax |
Background We most recently valued shares of Eli Lilly (LLY) for clients in April this year. The thrust of our opinion at that time was focused on whether the Trulicity franchise was appropriately recognized by the stock price. We didn’t comment on long-standing...
by Steve Carr | Sep 18, 2015 | Company Research, Peloton Updates, Tax |
Peloton Wealth Strategist holding Ventas, Inc. (VTR), completed the spin-off of its skilled nursing facilities as an independent, publicly-traded REIT on August 17, 2015. The new company, named Care Capital Properties (NYSE symbol “CCP”), represents a...
by Steve Carr | Jul 31, 2015 | Company Research, Peloton Updates |
When a company’s operating environment is good, even a mediocre management team can look like geniuses. You learn far more about the quality of a team when things get rough. We spoke with Franklin Electric CFO John Haines recently about the significant headwinds their...
by | Feb 14, 2014 | Company Research, Peloton Updates |
We spoke with Sinclair Sr. Vice President & Treasurer, Lucy Rutishauser, after the company’s 4Q13 conference call this past Wednesday. The stock had traded off roughly 30% between the beginning of the year and earnings release, before closing at $26.34 on...
by | Dec 21, 2012 | Company Research, Peloton Updates |
Shareholders of NYSE Euronext (NYX) were treated to some fun news yesterday morning: the company has agreed to be acquired by Atlanta’s Intercontinental Exchange (ICE). The offering price of $33.12 per share represents a 37.7% premium to NYX’s closing price on...
