Monthly updates on Corporate conference earnings calls as well as other company details. Beginning in May, I will focus on 1 company from each of the top 3 sectors over the last 6 months. A synopsis of highlights and paraphrasing of speakers will be given after listening to the calls. (A link will be posted if you would like to listen to the complete call) I will follow the companies until they fall out of the top 3 sectors, then pick new companies from leading sectors.
- CONTENTS
AHGP/ ALRP April 28 Earning Conference Call
Qtr1 2014
Insider Purchases 0 Institutional Purchases 0
Insider Sales 5 23,491 shares Institutional Sales 639,037 shares -5%
Present at call: Brian Contrell CFO
Joe Craft CEO
Record quarter, Goal 6M tons in 2014
Gipson mine 700K tons in 2014
7.8M tons thru 2016
There will be increased co-pricing in the 2ed half.
2 for 1 unit split for ALRP unit holders.
8.2% ALRP holder distributions
11.1% AHGP holder distributions
TimeLine
8:30 Financial and Guidance
12:00 Guidance
14:32 What is the environment when speaking with customers
17:27 Gipson South Mine full run rate forcast?
20:08 Status update on White Oak.
21:24 Relative valuation of Alliance Partners. ALRP vs. AHGP
24:00 Is market up or flat this summer?
28:07 Cost per ton guidance.
29:34 Rail congestion issues.
32:25 Antidote’s on Illinois basin.
33:44 Most attractive growth prospects for the future.
37:24 When will it make sense to increase rate of distribution.
POM PEPCO May 7, Q1 2014 Conference Call (24min)
Present at call: Frederick Boyle CFO Senior VP
Joseph RIgby
% of Shares Held by Institutional & Mutual Fund Owners: 59%
Number of Institutions Holding Shares: 378
Insider Purchases 0
Insider Sales 6102 2 Transactions
TIMELINE
3:10 Joseph Rigby Financial overview
4:40 Reasons for high earnings growth.
5:21 Additional Projects
7:20 Rate case decisions
9:10 New Contracts
9:58 Fred Boyle (Detail of financials)
13:07 3014 Interests and guidance
14:10 Q + A
14:48 Filing of additional rate cases
15:54 Reopener or Goshop Provision
Home Depot (HD) Q3 Conference call Nov 18,2014
Craig Menear (CEO)
Ted Decker (EVP Marketing)
Carol Tome (Corp Services)
TIME
1:42 Region Transactions growth
Online sales growth 40%
BOPIS strong.
5:55 Data breach update
7:00 Ted Decker Comps broken down for departments
Resets in fasteners
Transactions under $50 were under 20% of sales.
10:00 New products and SKU’s
Gift deals.
11:49 Carol Tome Sales and comps
Expansion of gross margin
Operating expenses
Investment Income
Store counts
Sq, ft earnings
Share repurchases
Guidance
Q + A
18:31 Philosophy going forward
20:45 Credit breach effects
21:47 View of Nov / December
22:38 Expense growth issues
24:47 Fulfillment Centers
27:20 Online growth
31:12 BODFS update (Buy online deliver from store)
33:50 Transportation issues
36:50 Pro Sales
38:25 Success sharing
40:15 Competitive issues
43:47 Key initiatives for PRO
45:52 Canadian momentum
47:27 Inventory levels
49:00 Economic Climate
52:22 Working capital
54:12 Below avg. categories for the stores.
56:12 Home depot supply stores update
Conclusions
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blog and {wonderful|terrific|brilliant|amazing|great|excellent|fantastic|outstanding|superb}
{style and design|design and style|design}.|
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Keep up the {superb|terrific|very good|great|good|awesome|fantastic|excellent|amazing|wonderful} works guys I’ve {incorporated|added|included} you guys to {|my|our|my personal|my own}
blogroll.|
{Howdy|Hi there|Hey there|Hi|Hello|Hey} would you mind {stating|sharing}
which blog platform you’re {working with|using}? I’m {looking|planning|going} to start my own blog {in the near future|soon} but I’m having a {tough|difficult|hard} time
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The reason I ask is because your {design and style|design|layout} seems different then most
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P.S {My apologies|Apologies|Sorry} for {getting|being} off-topic but I had
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{Howdy|Hi there|Hi|Hey there|Hello|Hey} would you mind
letting me know which {webhost|hosting company|web host} you’re {utilizing|working with|using}?
I’ve loaded your blog in 3 {completely different|different} {internet browsers|web browsers|browsers} and I must say this blog loads a
lot {quicker|faster} then most. Can you {suggest|recommend}
a good {internet hosting|web hosting|hosting} provider at a {honest|reasonable|fair} price?
{Thanks a lot|Kudos|Cheers|Thank you|Many thanks|Thanks}, I appreciate it!|
{I love|I really like|I like|Everyone loves} it {when people|when individuals|when folks|whenever people} {come together|get together} and share {opinions|thoughts|views|ideas}.
Great {blog|website|site}, {keep it up|continue the good work|stick with it}!|
Thank you for the {auspicious|good} writeup. It in fact was a
amusement account it. Look advanced to {far|more} added agreeable from
you! {By the way|However}, how {can|could} we communicate?|
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you a quick heads up. The {text|words} in your {content|post|article} seem to be running off the screen in {Ie|Internet explorer|Chrome|Firefox|Safari|Opera}.
I’m not sure if this is a {format|formatting} issue or something to do with {web
browser|internet browser|browser} compatibility but I {thought|figured} I’d post
to let you know. The {style and design|design and style|layout|design} look great
though! Hope you get the {problem|issue} {solved|resolved|fixed} soon. {Kudos|Cheers|Many thanks|Thanks}|
This is a topic {that is|that’s|which is} {close to|near to} my heart…
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though?|
It’s very {easy|simple|trouble-free|straightforward|effortless} to find out any {topic|matter} on {net|web} as compared to {books|textbooks},
as I found this {article|post|piece of writing|paragraph} at this {website|web site|site|web page}.|
Does your {site|website|blog} have a contact
page? I’m having {a tough time|problems|trouble} locating it but, I’d like to {send|shoot} you an {e-mail|email}.
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Either way, great {site|website|blog} and I look forward to seeing it {develop|improve|expand|grow} over time.|
{Hola|Hey there|Hi|Hello|Greetings}! I’ve been {following|reading} your {site|web site|website|weblog|blog} for {a long time|a while|some time} now and
finally got the {bravery|courage} to go ahead and give you a shout out from {New Caney|Kingwood|Huffman|Porter|Houston|Dallas|Austin|Lubbock|Humble|Atascocita} {Tx|Texas}!
Just wanted to {tell you|mention|say} keep up the {fantastic|excellent|great|good} {job|work}!|
Greetings from {Idaho|Carolina|Ohio|Colorado|Florida|Los angeles|California}!
I’m {bored to tears|bored to death|bored} at work so I decided to {check out|browse} your {site|website|blog} on my
iphone during lunch break. I {enjoy|really like|love}
the {knowledge|info|information} you {present|provide} here and can’t
wait to take a look when I get home. I’m {shocked|amazed|surprised} at how {quick|fast} your blog
loaded on my {mobile|cell phone|phone} ..
I’m not even using WIFI, just 3G .. {Anyhow|Anyways}, {awesome|amazing|very good|superb|good|wonderful|fantastic|excellent|great} {site|blog}!|
Its {like you|such as you} {read|learn} my {mind|thoughts}!
You {seem|appear} {to understand|to know|to grasp} {so much|a
lot} {approximately|about} this, {like you|such as you} wrote the {book|e-book|guide|ebook|e book} in it or something.
{I think|I feel|I believe} {that you|that you simply|that you just} {could|can} do with {some|a few} {%|p.c.|percent} to
{force|pressure|drive|power} the message {house|home} {a bit|a little bit}, {however|but} {other than|instead of} that, {this is|that is} {great|wonderful|fantastic|magnificent|excellent} blog.
{A great|An excellent|A fantastic} read. {I’ll|I will} {definitely|certainly} be back.|
I visited {multiple|many|several|various} {websites|sites|web sites|web
pages|blogs} {but|except|however} the audio {quality|feature} for audio songs {current|present|existing} at
this {website|web site|site|web page} is {really|actually|in fact|truly|genuinely} {marvelous|wonderful|excellent|fabulous|superb}.|
{Howdy|Hi there|Hi|Hello}, i read your blog {occasionally|from time
to time} and i own a similar one and i was just {wondering|curious}
if you get a lot of spam {comments|responses|feedback|remarks}?
If so how do you {prevent|reduce|stop|protect
against} it, any plugin or anything you can {advise|suggest|recommend}?
I get so much lately it’s driving me {mad|insane|crazy} so any {assistance|help|support}
is very much appreciated.|
Greetings! {Very helpful|Very useful} advice {within this|in this particular} {article|post}!
{It is the|It’s the} little changes {that make|which will make|that produce|that will
make} {the biggest|the largest|the greatest|the most
important|the most significant} changes. {Thanks a lot|Thanks|Many thanks} for sharing!|
{I really|I truly|I seriously|I absolutely} love {your blog|your site|your website}..
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Did you {create|develop|make|build} {this website|this
site|this web site|this amazing site} yourself? Please reply back as I’m {looking to|trying to|planning to|wanting to|hoping to|attempting to} create {my own|my very own|my own personal}
{blog|website|site} and {would like to|want to|would love to} {know|learn|find out} where you
got this from or {what the|exactly what the|just what the}
theme {is called|is named}. {Thanks|Many thanks|Thank
you|Cheers|Appreciate it|Kudos}!|
{Hi there|Hello there|Howdy}! This {post|article|blog post}
{couldn’t|could not} be written {any better|much better}!
{Reading through|Looking at|Going through|Looking through} this {post|article} reminds me of my previous roommate!
He {always|constantly|continually} kept {talking about|preaching about} this.
{I will|I’ll|I am going to|I most certainly will} {forward|send} {this article|this
information|this post} to him. {Pretty sure|Fairly
certain} {he will|he’ll|he’s going to} {have a good|have a very good|have a
great} read. {Thank you for|Thanks for|Many thanks for|I appreciate
you for} sharing!|
{Wow|Whoa|Incredible|Amazing}! This blog looks {exactly|just} like my old one!
It’s on a {completely|entirely|totally} different {topic|subject} but it has pretty
much the same {layout|page layout} and design. {Excellent|Wonderful|Great|Outstanding|Superb} choice of colors!|
{There is|There’s} {definately|certainly} {a lot to|a great deal to} {know about|learn about|find out about} this {subject|topic|issue}.
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{You made|You’ve made|You have made} some {decent|good|really good} points there.
I {looked|checked} {on the internet|on the web|on the net} {for more info|for more information|to find out more|to learn more|for additional information} about the issue and found
{most individuals|most people} will go along with your views on {this
website|this site|this web site}.|
{Hi|Hello|Hi there|What’s up}, I {log on to|check|read} your {new stuff|blogs|blog} {regularly|like every week|daily|on a regular basis}.
Your {story-telling|writing|humoristic} style
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{supply|provide} {for your|on your|in your|to your}
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{I have|I’ve got|I have got} you {bookmarked|book marked|book-marked|saved
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{Hi|Hello|Hi there|What’s up}, just wanted to {mention|say|tell you}, I {enjoyed|liked|loved} this {article|post|blog post}.
It was {inspiring|funny|practical|helpful}. Keep on posting!|
{Hi there|Hello}, I enjoy reading {all of|through}
your {article|post|article post}. I {like|wanted} to write a little comment to support
you.|
I {always|constantly|every time} spent my half an hour to read this {blog|weblog|webpage|website|web site}’s {articles|posts|articles or reviews|content} {everyday|daily|every day|all the time}
along with a {cup|mug} of coffee.|
I {always|for all time|all the time|constantly|every time} emailed this {blog|weblog|webpage|website|web site} post page to all my {friends|associates|contacts}, {because|since|as|for the reason that} if like to read it
{then|after that|next|afterward} my {friends|links|contacts}
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My {coder|programmer|developer} is trying to {persuade|convince} me to move to .net from PHP.
I have always disliked the idea because of the {expenses|costs}.
But he’s tryiong none the less. I’ve been using {Movable-type|WordPress} on {a number of|a variety of|numerous|several|various} websites for about a year
and am {nervous|anxious|worried|concerned} about switching to another platform.
I have heard {fantastic|very good|excellent|great|good} things about blogengine.net.
Is there a way I can {transfer|import} all my wordpress {content|posts} into it?
{Any kind of|Any} help would be {really|greatly} appreciated!|
{Hello|Hi|Hello there|Hi there|Howdy|Good day}! I could have
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{frequently|regularly|often}!|
{Terrific|Great|Wonderful} {article|work}!
{This is|That is} {the type of|the kind of} {information|info} {that
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{Disgrace|Shame} on {the {seek|search} engines|Google} for {now
not|not|no longer} positioning this {post|submit|publish|put up}
{upper|higher}! Come on over and {talk over with|discuss with|seek advice from|visit|consult with} my
{site|web site|website} . {Thank you|Thanks} =)|
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{I just|I simply|I merely} wanted to {give you
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{A person|Someone|Somebody} {necessarily|essentially} {lend a hand|help|assist}
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{Great|Wonderful|Fantastic|Magnificent|Excellent} {task|process|activity|job}!|
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{Hello|Hi|Hello there|Hi there|Howdy|Good day|Hey there}!
{I just|I simply} {would like to|want to|wish to} {give you a|offer
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{I will be|I’ll be|I am} {coming back to|returning to} {your blog|your site|your website|your web site} for
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thanks to web.|
Your {way|method|means|mode} of {describing|explaining|telling} {everything|all|the whole
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{nice|pleasant|good|fastidious}, {all|every one} {can|be able to|be capable of} {easily|without difficulty|effortlessly|simply} {understand|know|be aware of} it,
Thanks a lot.|
{Hi|Hello} there, {I found|I discovered} your {blog|website|web site|site} {by
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{I have|I’ve} bookmarked it in my google bookmarks.
{Hello|Hi} there, {simply|just} {turned into|became|was|become|changed into} {aware of|alert to} your {blog|weblog} {thru|through|via} Google, {and found|and located} that {it
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{A lot of|Lots of|Many|Numerous} {other folks|folks|other people|people} {will be|shall be|might be|will probably be|can be|will likely be} benefited {from your|out of your}
writing. Cheers!|
{I am|I’m} curious to find out what blog {system|platform} {you have been|you happen to be|you
are|you’re} {working with|utilizing|using}? I’m {experiencing|having} some
{minor|small} security {problems|issues} with my latest {site|website|blog} and
{I would|I’d} like to find something more {safe|risk-free|safeguarded|secure}.
Do you have any {solutions|suggestions|recommendations}?|
{I am|I’m} {extremely|really} impressed with your writing
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Is this a paid theme or did you {customize|modify} it yourself?
{Either way|Anyway} keep up the {nice|excellent} quality writing, {it’s|it is} rare to see a {nice|great} blog like this one {these days|nowadays|today}.|
{I am|I’m} {extremely|really} {inspired|impressed} {with your|together with
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{layout|format|structure} {for your|on your|in your|to your}
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{to peer|to see|to look} a {nice|great} {blog|weblog} like this one
{these days|nowadays|today}..|
{Hi|Hello}, Neat post. {There is|There’s} {a problem|an issue} {with your|together with your|along with your}
{site|web site|website} in {internet|web} explorer, {may|might|could|would} {check|test} this?
IE {still|nonetheless} is the {marketplace|market} {leader|chief} and {a large|a good|a big|a huge} {part of|section of|component to|portion of|component of|element of} {other
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{due to|because of} this problem.|
{I’m|I am} not sure where {you are|you’re} getting your {info|information},
but {good|great} topic. I needs to spend some time learning {more|much more} or understanding more.
Thanks for {great|wonderful|fantastic|magnificent|excellent} {information|info} I was
looking for this {information|info} for my mission.|
{Hi|Hello}, i think that i saw you visited my {blog|weblog|website|web site|site} {so|thus} i came to
“return the favor”.{I am|I’m} {trying to|attempting to} find things to {improve|enhance} my {website|site|web site}!I suppose its ok to use {some of|a few of} your ideas!!\
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