Company Notes Digest 11.17.17

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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. Click … Continued

Company Notes Digest 11.10.17

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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. Click … Continued

Company Notes Digest 11.3.17

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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. Click … Continued

Company Notes Digest 10.27.17

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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. Click … Continued

Company Notes Digest 10.20.17

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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. Click … Continued

Grainger 3Q17

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D. G. Macpherson – Chairman and Chief Executive Officer Modest tailwinds So, we’ve experienced modest tailwinds that continued to increase throughout the year, I’d say. So it’s little better it seems at the quarter. In terms of the large customers, … Continued

Comerica 3Q17

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Ralph Babb – Chairman and CEO Pete Guilfoile – Chief Credit Officer David Duprey Clients subdued but optimistic Our loan pipeline remained solid in the third quarter and our commitments to commit are up significantly. We believe this reflects improving … Continued

Brown and Brown 3Q17

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Powell Brown – President and CEO Still a lot of capital in insurance In summary, there continues to be a lot of capital across the insurance market place. However the recent storms, fires and earthquakes may have implications on pricing … Continued

Goldman Sachs 3Q17

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Marty Chavez – CFO M&A pipeline The pipeline, as you noted in equity underwriting is strong also in our conversations with clients on the advisory side. There’s no sense of slowdown. We’re seeing a pickup in client dialogue, particularly I … Continued

Morgan Stanley 3Q17

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James Gorman – Chairman & CEO lending is a big differentiator in private wealth So I was on a phone call with a client yesterday. His adviser left to a competitive firm, a multi-hundred million dollar relationship. We have a … Continued

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