Company Notes Digest 5.12.17

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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

Sohn Conference Quotes

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Courtesy of Fortune, Market Watch, Market Folly, and Zero Hedge Jeffrey Gundlach “The valuation of emerging markets is half the valuation of the S&P 500 when you look at things like price to sales, price to book…Europe is more popular, I … Continued

European Commission Spring Forecast

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Inflation to pick up “Inflation has risen significantly in recent months, mainly due to oil price increases. However, core inflation, which excludes volatile energy and unprocessed food prices, has remained relatively stable and substantially below its long-term average. Inflation in … Continued

Tyson Foods (TSN) Q2 2017

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Thomas P. Hayes – Tyson Foods, Inc. Strong margins for beef and pork expected “With continued robust exports, strong U.S. demand from consumers, increased cattle supplies, we’re expecting Beef segment’s operating margins to come in around 5% for fiscal 2017 … Continued

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