KB Home FY 3Q17 Earnings Call Notes

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Jeff Mezger Housing market conditions remain stable “Overall, housing market conditions remain stable and positive with strong employment, wage growth and healthy demand from first-time buyers driving overall demand for new homes. Resale inventory remains constrained averaging 4.2 months across … Continued

Pepsi 3Q17 Earnings Call Notes

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Indra Nooyi Significant investments in e-commerce business unit “Our success is underpinned by the significant investments we’ve made in attracting talents to and building capabilities in our dedicated global e-commerce business unit. So today, we have a team of roughly … Continued

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

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