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

Under Armour 2Q17 Earnings Call Notes

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Kevin Plank – Chairman and Chief Executive Officer Company is pivoting “The landscape is evolving quickly. Therefore, we too must evolve quickly. This evolution requires a pivot, and we’re doing just that. We’re pivoting from a product company to a … Continued

Delphi 2Q17 Earnings Call Notes

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Kevin Clark China is forecast to lead the world in powertrain electrification ” China’s forecasted to lead the global trend in Powertrain electrification, representing over 50% of unit production in 2025, reflecting a 40 fold increase over today’s levels. We … Continued

Emerson FY 3Q17 Earnings Call Notes

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David N. Farr – Emerson Electric Co. Global demand conditions strengthened “Global demand conditions strengthened versus the second quarter. Emerging markets were up low single digits and mature markets grew mid-single digits. Growth was supported by improving end markets in … Continued

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