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BWA

29 Oct 2015

Miscellaneous Earnings Call Notes 10.29.15

by Scott Krisiloff | posted in: Notes | 0

E*TRADE Financial (ETFC) Paul Thomas Idzik on Q3 2015 Results There’s a big penalty for a bank when it crosses $50B in assets in the form of greater regulatory spending “as I said many times in previous calls when this … Continued

AGCO, AIT, BOH, BWA, CBG, CMCSA, COH, DLPH, ETFC, F, MAC, MDLZ, MTW, NYT, PCAR, RCL, SPG, STT, VOLVY, WBA, WHR
12 Feb 2015

BorgWarner 4Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued

Auto, BWA, Consumer Discretionary
25 Apr 2013

BorgWarner 1Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

Auto, BWA, Consumer Discretionary
27 Mar 2013

Notes From the Merrill Lynch Auto Summit

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

Auto, BWA, Consumer Discretionary, DLPH, GPI, HTZ, TRW

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