Ford September Sales Call Notes

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Mark LaNeve Feeling good about inventory position We’re pretty well balanced as we have been. We were pretty consistent with our overall viewpoint with inventory and have never felt we were on the high side this year, but actually if … Continued

Company Notes Digest 9.22.17

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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

FOMC Press Conference Notes

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Still view policy as accommodative ” my colleagues and I on the Federal Open Market Committee decided to maintain the target range for the federal funds rate at 1 to 1-1/4 percent. This accommodative policy should support some further strengthening … Continued

Company Notes Digest 9.14.17

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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

Kimco at Bank of America Conference Notes

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Conor Flynn – CEO Brick and mortar is crucial to e-commerce “research reports show that brick-and-mortar stores are crucial to supporting retailers e-commerce growth. When a new store opens traffic to the retailer’s Web site from within the surrounding postal … Continued

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