Marriott 2Q17 Earnings Call Notes

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Arne M. Sorenson – Marriott International, Inc. Europe hotels benefitting from greater US demand “our Europe hotels are benefiting from improving economic growth and greater U.S. demand, driven by the stronger dollar. As a result, Europe’s RevPAR rose 7% on … Continued

Parker Hannifin FY 4Q17 Earnings Call Notes

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Thomas L. Williams – Parker-Hannifin Corp. Positive, neutral, negative markets “Positives are aerospace, agriculture, construction, distribution, forestry, general industrial, heavy-duty truck, lawn and turf, mining, oil and gas, refrigeration and air-conditioning, semicon and telecom. So, as I said, it’s a … Continued

EOG 2Q17 Earnings Call Notes

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Bill Thomas – Chairman and CEO Quantity, quality and breadth of data drive tech advantage “I can’t emphasize enough that EOG’s quantity, quality and breadth of data drives our information technology advantage. First, we believe we have multiple times more … Continued

Company Notes Digest 8.4.17

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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

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