Johnson & Johnson (JNJ) Q3 2017

posted in: Earnings Call, Notes | 0

Dominic Caruso – EVP and Chief Financial Officer They want a reform of the tax system “To level the playing field with other industrialized countries, tax reforms should include three fundamental elements, a lower corporate income tax rate in line … Continued

Grainger 3Q17

posted in: Notes | 0

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

posted in: Notes | 0

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

posted in: Notes, Uncategorized | 0

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

posted in: Notes | 0

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

Netflix 3Q17 Earnings Call Notes

posted in: Notes | 0

Reed Hastings – Founder and CEO David Wells – CFO Ted Sarandos – Chief Content Officer No correlation between spending and price increases I shouldn’t let that go without addressing that there’s no timing correlation between our intent to grow … Continued

First Republic 3Q17

posted in: Notes | 0

Mike Rofflee We have experienced a modest increase in our deposit rates, despite several increases in the Fed funds rate. Loan pricing in our market however has remained very competitive causing some pressure on our net interest margin

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