Company Notes Digest 04.23.17

posted in: Notes | 0

Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. … Continued

Johnson & Johnson (JNJ) Q3 2017

posted in: Earnings Call, Notes | 0

Dominic Caruso – EVP and Chief Financial Officer They want a reform of the tax system “To level the playing field with other industrialized countries, tax reforms should include three fundamental elements, a lower corporate income tax rate in line … Continued

LVMH (LVMHF) Q3 2017

posted in: Earnings Call, Notes | 0

Chris Hollis Growth everywhere “Organic revenue is up in the double digits across all of our business groups in the third quarter and nine-month period with the exception of Wines & Spirits.” Jean-Jacques Guiony – CFO But is not expected to … Continued

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