EIX | Avondale Asset Management

25 Feb 2016

Miscellaneous Earnings Call Notes 2.26.16

by Scott Krisiloff | posted in: Notes | 0

Dean Foods FY 1Q16 Earnings Call Gregg Tanner Global milk production continues to increase “We expect global dairy fundamentals to continue to be overall supportive to our business as production growth continues to outpace demand. Year-over-year, total milk production from … Continued

29 Apr 2014

Edison International 1Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Need to be able to spend on infrastructure “Beyond 2017, we see the need for annual capital expenditures … Continued