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"uuid": "8085a365-e243-40a4-9040-101c4a0b2e51",
"title": "Still Bullish On VICI Properties Stock With Earnings On The Table (NYSE:VICI)",
"description": "VICI Properties, a key player in the gambling industry with impressive revenue growth and promising forecasts for the future. Read more on VICI stock here.",
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"snippet": "Leland Bobbe/DigitalVision via Getty Images\n\nOne of the more interesting publicly traded REITs on the market today has got to be VICI Properties (NYSE:VICI). Fo...",
"url": "https://seekingalpha.com/article/4707370-still-bullish-on-vici-properties-stock-with-earnings-on-the-table",
"image_url": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/6427/image_6427.jpg?io=getty-c-w1536",
"language": "en",
"published_at": "2024-07-27T04:12:30.000000Z",
"source": "seekingalpha.com",
"relevance_score": null,
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"symbol": "EPR",
"name": "EPR Properties",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Real Estate",
"match_score": 15.246689,
"sentiment_score": 0.3321,
"highlights": [
{
"highlight": "Company Price / Operating Cash Flow EV / EBITDA VICI Properties 14.0 16.2 Iron Mountain (IRM) 25.9 24.1 Gaming & Leisure Properties (GLPI) 13.0 14.4 Lamar Advertising (LAMR) 15.3 15.7 <em>EPR</em> <em>Properties</em> (EPR) 7.7 12.8 OUTFRONT Media (OUT) 9.3 12.6 Click to enlarge\n\nTakeaway\n\nFundamentally speaking, VICI Properties seems to be doing really well for itself",
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"symbol": "VICI",
"name": "VICI Properties Inc.",
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"highlight": "Leland Bobbe/DigitalVision via Getty Images\n\nOne of the more interesting publicly traded REITs on the market today has got to be <em>VICI</em> <em>Properties</em> (<em>NYSE:VICI</em>). For those not familiar with the company, it operates as a major owner of gambling and other gaming related assets.",
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"highlight": "Results continue to impress\n\nWhen I wrote about <em>VICI</em> <em>Properties</em> earlier this year, we had data covering through the final quarter of the 2023 fiscal year. Results today now extend through the first quarter of 2024. By every important metric that I could think to look at, the picture for the company improved on a year over year basis.",
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"highlight": "<em>VICI</em> <em>Properties</em>\n\nSpeaking about growth, it is worth noting that management has never really stopped focusing on expanding the business.",
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"highlight": "Even though <em>VICI</em> <em>Properties</em> is focused on what's best for its investors, its partner in this has an opportunity to walk away a winner. That's because these funds will make major improvements to that property.",
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"highlight": "The good thing about this kind of investment is that <em>VICI</em> <em>Properties</em> has a history of working in the resort space. Just on the Las Vegas Strip alone, the company owns 10 trophy assets that consists of 660 acres of underlying land and that have 41,400 hotel rooms to them.",
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"highlight": "As I detailed in my initial article on the company, <em>VICI</em> <em>Properties</em> does have a history of other types of investments as well. In the first quarter of 2024, for instance, the company originated $115 million of senior loans split between two different assets.",
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"highlight": "For a REIT, <em>VICI</em> <em>Properties</em> it's not exactly cheap. But it is far from being expensive. Having said that, relative to similar specialty REITs, it is a bit on the pricier side. In the table below, you can see, using two of these valuation metrics, how shares of the company stack up against shares of similar firms.",
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"highlight": "On a price to operating cash flow basis, three of the five firms ended up being cheaper than <em>VICI</em> <em>Properties</em>. But this number ticks up to four of the five when it involves the EV to EBITDA approach. One other thing that I would like to touch on briefly is leverage. It can become very easy for a REIT to see leverage increase too much.",
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"highlight": "Company Price / Operating Cash Flow EV / EBITDA <em>VICI</em> <em>Properties</em> 14.0 16.2 Iron Mountain (IRM) 25.9 24.1 Gaming & Leisure Properties (GLPI) 13.0 14.4 Lamar Advertising (LAMR) 15.3 15.7 EPR Properties (EPR) 7.7 12.8 OUTFRONT Media (OUT) 9.3 12.6 Click to enlarge\n\nTakeaway\n\nFundamentally speaking, <em>VICI</em> <em>Properties</em> seems to be doing really well for itself",
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"highlight": "Still Bullish On <em>VICI</em> <em>Properties</em> Stock With Earnings On The Table (<em>NYSE:VICI</em>)",
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"title": "Cousins Properties Incorporated (CUZ) Q2 2024 Earnings Call Transcript",
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"highlight": "<em>Cousins</em> <em>Properties</em> <em>Incorporated</em> (<em>NYSE:CUZ</em>) Q2 2024 Earnings Conference Call July 26, 2024 10:00 AM ET\n\nCompany Participants\n\nPamela Roper - General Counsel\n\nColin Connolly - President & Chief Executive Officer\n\nRichard Hickson - EVP of Operations\n\nKennedy Hicks - EVP & Chief Investment Officer\n\nGregg Adzema - Chief Financial Officer.",
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"title": "Gaming and Leisure Properties, Inc. (GLPI) Q2 2024 Earnings Call Transcript",
"description": "Gaming and Leisure Properties, Inc. (NASDAQ:NASDAQ:GLPI) Q2 2024 Earnings Call Transcript July 26, 2024 10:00 AM ETCompany ParticipantsJoe Jaffoni - IRPeter...",
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"highlight": "<em>Gaming</em> <em>and</em> <em>Leisure</em> <em>Properties</em>, <em>Inc</em>.",
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"highlight": "(<em>NASDAQ:GLPI</em>) Q2 2024 Earnings Call Transcript July 26, 2024 10:00 AM ET\n\nCompany Participants\n\nJoe Jaffoni - IR\n\nPeter Carlino - Chairman and CEO\n\nDesiree Burke - CFO and Treasurer\n\nMatthew Demchyk - SVP and CIO\n\nBrandon Moore - COO\n\nSteve Ladany - SVP and CDO\n\nConference Call Participants\n\nBrad Heffern - RBC Capital Markets\n\nJay Kornreich - Wedbush",
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"highlight": "Juste - Mizhuo Securities\n\nSmedes Rose - Citi\n\nGreg McGinnis - Scotiabank\n\nDaniel Guglielmo - Capital One Securities\n\nRonald Kamdem - Morgan Stanley\n\nShaun Kelley - Bank of America\n\nRobin Farley - UBS\n\nChad Beynon - Macquarie\n\nJohn DeCree - CBRE\n\nOperator\n\nGreetings and welcome to the <em>Gaming</em> <em>and</em> <em>Leisure</em> <em>Properties</em>, <em>Inc</em>., Second Quarter 2024 Earnings",
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"highlight": "Joe Jaffoni\n\nThank you, Maria, and good morning, everyone, and thank you for joining <em>Gaming</em> <em>and</em> <em>Leisure</em> <em>Properties</em> Second Quarter 2024 Earnings Call and Webcast. The press release distributed yesterday afternoon is available in the Investor Relations section on our website at www.glpropinc.com.",
"sentiment": 0.7845,
"highlighted_in": "main_text"
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"highlight": "On this morning's call, we are joined by Peter Carlino, Chairman and Chief Executive Officer of <em>Gaming</em> <em>and</em> <em>Leisure</em> <em>Properties</em>.",
"sentiment": 0,
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"highlight": "<em>Gaming</em> <em>and</em> <em>Leisure</em> <em>Properties</em>, <em>Inc</em>. (GLPI) Q2 2024 Earnings Call Transcript",
"sentiment": 0,
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{
"symbol": "MSCL.SN",
"name": "MORGAN STANLEY",
"exchange": null,
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"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 5.395531,
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{
"highlight": "Juste - Mizhuo Securities\n\nSmedes Rose - Citi\n\nGreg McGinnis - Scotiabank\n\nDaniel Guglielmo - Capital One Securities\n\nRonald Kamdem - <em>Morgan</em> <em>Stanley</em>\n\nShaun Kelley - Bank of America\n\nRobin Farley - UBS\n\nChad Beynon - Macquarie\n\nJohn DeCree - CBRE\n\nOperator\n\nGreetings and welcome to the Gaming and Leisure Properties, Inc., Second Quarter 2024 Earnings",
"sentiment": 0.8481,
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"highlight": "Operator\n\nOur next question comes from Ronald Kamdem with <em>Morgan</em> <em>Stanley</em>. Please proceed with your question.\n\nRonald Kamdem\n\nHey, just two quick ones. So going back to Lincoln and being able to sort of reduce the purchase price, is that -- was that just a unique situation for this deal?",
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"uuid": "ea86ee85-c154-4e37-84bb-3f959bd663f2",
"title": "Earnings call: Healthpeak Properties raises guidance amid robust Q2 results By Investing.com",
"description": "Earnings call: Healthpeak Properties raises guidance amid robust Q2 results",
"keywords": "",
"snippet": "Healthpeak Properties (NYSE: ), Inc. (NYSE: PEAK) has reported a strong performance in the second quarter, highlighted by significant leasing activity, successf...",
"url": "https://www.investing.com/news/stock-market-news/earnings-call-healthpeak-properties-raises-guidance-amid-robust-q2-results-93CH-3540075",
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"language": "en",
"published_at": "2024-07-26T20:41:42.000000Z",
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"entities": [
{
"symbol": "GOOGL",
"name": "Alphabet Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
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"match_score": 2.956739,
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"highlight": "<em>Alphabet</em> (NASDAQ: ) was moving one of its life science companies from South San Fran to Dallas, where you have an <em>Alphabet</em> company in the lab space in your top tenants. So, just curious if there's any conversations going there? And maybe you could comment on how much term is left with your Calico exposure?",
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"symbol": "UNIT",
"name": "Uniti Group Inc.",
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"highlight": "And if you account for the sale proceeds from <em>Uniti</em> transaction, we're down near 5 times leverage, which on a balance sheet our size is pretty substantial dry powder. So depending on what happens with the stock, we do have the authorization to keep buying it back.",
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"name": "Bank of America Corporation",
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"highlight": "Operator: We will now begin the question-and-answer session [Operator Instructions] Our first question will come from the line of Josh Dennerlein, <em>Bank</em> <em>of</em> <em>America</em>. Please go ahead.\n\nJosh Dennerlein: Hey, good morning, everyone. Thanks for the time. Just wanted to touch base on the CommonSpirit renewal here.",
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{
"symbol": "WFC",
"name": "Wells Fargo & Company",
"exchange": null,
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"type": "equity",
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{
"highlight": "Operator: Our next question comes from the line of John Kolakowski [ph] with <em>Wells</em> <em>Fargo</em>. Please go ahead.\n\nUnidentified Analyst: Hi. Thank you.",
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"symbol": "EVR",
"name": "Evercore Inc.",
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"highlight": "Operator: Our next question comes from the line of Jim Kammert with <em>Evercore</em>. Please go ahead.\n\nJim Kammert: Good morning. Thank you. Obviously, you've done a lot of portfolio curation to-date. But theoretically, how much more of the lab or OM portfolio would you sell if the price was right?",
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"symbol": "PGRE",
"name": "Paramount Group, Inc.",
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"highlight": "Sponsorship is <em>paramount</em> to tenants and their brokers in this environment. Our credibility, portfolio quality, and strong balance sheet give us a competitive advantage. Our 2Q results and pipeline suggest we hit an inflection point well ahead of the sector at large. We expect 3Q to be a big leasing quarter as well.",
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"name": "Guess', Inc.",
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"highlight": "I <em>guess</em> I'm just trying to think about like the future growth trajectory or internal growth trajectory of the MOB portfolio as you kind of resign leases?\n\nScott Brinker: Yes. I mean most of what we're signing now is with 3% escalators.",
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"highlight": "Austin Wurschmidt: So, I <em>guess</em> what would it take or what would you need to see before maybe some of the deep pipeline you've spoken a few years ago within the lab segment, for you to approach commencing construction on some of that? Thanks.\n\nScott Brinker: Yeah.",
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"highlight": "The new leasing, the TIs were up relative to last year, but I <em>guess</em> we have a different reference point. I would say they were exceptionally low last quarter, and this year, they were just a bit higher. I don't think they were outsized in any way. I mean, what, 20% to 25% of the rent is pretty modest. But each space is different.",
"sentiment": 0.3081,
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"highlight": "So yeah, that's always good, I <em>guess</em>. We thought we had the most up-to-date information, but we did sign, convert one of those LOIs to a lease last night at one of our development projects. So it's great progress.\n\nMichael Carroll: Very good. Thank you.\n\nOperator: Our next question comes from the line of Rich Anderson with Wedbush.",
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"highlight": "But it's – it could be substantial, $500 million to $1 billion over the next few years, is probably a pretty conservative <em>guess</em>.\n\nWes Golladay: All right. Thanks for that. And then you did call out the free rent to be aware of a potential move in earnings going forward. Is there any other moving parts to be aware of?",
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"highlight": "Just I <em>guess</em>, first on the life sciences side, could you just maybe help clarify on the LOIs, just so we know sort of for modeling, what percent roughly or what proportion is sort of existing tenants in your maybe core portfolio relocating just so we can -- we know sort of what's move in, move out and then versus new?",
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"highlight": "But I'd say, it's best <em>guess</em> today, spread out over a couple of years, starting kind of middle of next year.\n\nVikram Malhotra: No, that's great. A lot of good progress on the Life Science side. So maybe just to clarify, you mentioned accelerating growth on -- in MOBs, I think on the same-store portfolio in life science as well in the second half.",
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"highlight": "<em>Healthpeak</em> <em>Properties</em> (NYSE: ), Inc. (<em>NYSE</em>: <em>PEAK</em>) has reported a strong performance in the second quarter, highlighted by significant leasing activity, successful merger integration, and strategic asset sales. The company has raised its 2024 financial guidance for the second time this year, reflecting confidence in its growth trajectory.",
"sentiment": 0.946,
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"highlight": "Key Takeaways\n\n<em>Healthpeak</em> <em>Properties</em> increased its 2024 FFO as adjusted guidance range to $1.77-$1.81 and its AFFO guidance range to $1.54-$1.58.\n\nThe company's life science business signed 800,000 square feet of leases, while the outpatient medical business showed strong growth and early renewals.",
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"highlighted_in": "main_text"
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"highlight": "In conclusion, <em>Healthpeak</em> <em>Properties</em>, <em>Inc</em>. has demonstrated a strong second quarter with robust financial results and strategic initiatives that position the company for continued growth.",
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"highlight": "InvestingPro Insights\n\n<em>Healthpeak</em> <em>Properties</em>, <em>Inc</em>. (<em>NYSE</em>: <em>PEAK</em>) has shown resilience and strategic acumen in its recent performance, as reflected in the company's raised financial guidance for 2024. To add context to these achievements, let's consider some key metrics and insights from InvestingPro.",
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"highlight": "Full transcript - <em>Healthpeak</em> <em>Properties</em> <em>Inc</em> (DOC) Q2 2024:\n\nOperator: Good morning, and welcome to the <em>Healthpeak</em> <em>Properties</em>, <em>Inc</em>. Second Quarter Conference Call. All participants will be in listen-only mode. [Operator Instructions] Please note that, this event is being recorded.",
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"highlight": "Earnings call: <em>Healthpeak</em> <em>Properties</em> raises guidance amid robust Q2 results By Investing.com",
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"title": "Top Analyst Says OpenAI's AI-Powered Search Engine Likely Isn't A Threat To Google: 'It's Hard To See Why SearchGPT Is 10X Better…' - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)",
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"highlight": "Deepwater Asset Management’s managing partners, Gene Munster and Doug Clinton have downplayed concerns that <em>Alphabet</em> <em>Inc</em>.’s GOOG GOOGL Google Search could be outdone by OpenAI’s SearchGPT.",
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"highlight": "Top Analyst Says OpenAI's AI-Powered Search Engine Likely Isn't A Threat To Google: 'It's Hard To See Why SearchGPT Is 10X Better…' - Alphabet (<em>NASDAQ:GOOG</em>), Alphabet (NASDAQ:GOOGL)",
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"highlight": "The athleisure market is filled with major brands such as Nike (<em>NYSE</em>: <em>NKE</em>) and Adidas (ETR: ADS).\n\nUpcoming athleisure brands such as Alo Yoga and Vuori are also vying for Lululemon’s market share.\n\nHowever, Lululemon has taken actions to defend its market share.",
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"snippet": "Friday, July 26, 2024\n\n\n\nThe Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on...",
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"highlight": "(IBM), <em>PayPal</em> <em>Holdings</em>, <em>Inc</em>. (PYPL) and Nasdaq, Inc. (NDAQ).\n\n\n\nMark Vickery\n\nSenior Editor\n\n\n\nNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports.",
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"highlight": "(NOW), as well as two micro-cap stocks <em>AMREP</em> <em>Corporation</em> (AXR) and Autoscope Technologies Corporation (AATC). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.",
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"highlight": "(You can read the full research report on ServiceNow here >>>)\n\n\n\nShares of <em>AMREP</em> have outperformed the Zacks Real Estate - Development industry over the past year (+27.4% vs. -6.6%).",
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"highlight": "<em>AMREP</em> had $30.2 million in liquidity and minimal debt, supporting new projects. Property sales and adaptive strategies to market conditions enhance their portfolio management. Despite increased costs and inflation pressures, AMREP’s effective cost management and sustainable development practices maintain profitability.",
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"highlight": "(You can read the full research report on <em>AMREP</em> here >>>)\n\n\n\nAutoscope Technologies’ shares have outperformed the Zacks Technology Services industry over the past year (+48.8% vs. +38.3%).",
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"highlight": "Nevertheless, <em>ServiceNow</em> is suffering from persistent inflation, stiff competition, and a challenging macroeconomic environment.\n\n\n\n(You can read the full research report on <em>ServiceNow</em> here >>>)\n\n\n\nShares of AMREP have outperformed the Zacks Real Estate - Development industry over the past year (+27.4% vs. -6.6%).",
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{
"highlight": "Top Stock Reports for Costco, Danaher & <em>ServiceNow</em>",
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{
"symbol": "PYPL.BA",
"name": "PayPal Holdings, Inc.",
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{
"highlight": "(IBM), <em>PayPal</em> <em>Holdings</em>, <em>Inc</em>. (PYPL) and Nasdaq, Inc. (NDAQ).\n\n\n\nMark Vickery\n\nSenior Editor\n\n\n\nNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports.",
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{
"symbol": "COSTCL.SN",
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"country": "cl",
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"highlights": [
{
"highlight": "Today's Research Daily features new research reports on 16 major stocks, including <em>Costco</em> <em>Wholesale</em> Corporation (COST), Danaher Corporation (DHR) and ServiceNow, Inc. (NOW), as well as two micro-cap stocks AMREP Corporation (AXR) and Autoscope Technologies Corporation (AATC).",
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"title": "Global Markets Weekly Update",
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"snippet": "Data offers varied messages on U.S. economy\n\nUnited States\n\nStocks recorded mixed returns for the second consecutive week, with small-cap and value shares conti...",
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"highlight": "A 12.33% decline in Tesla and a 5.03% decline in Class C shares of Google parent <em>Alphabet</em> following earnings reports contributed heavily to Wednesday’s declines.",
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"title": "Knight-Swift Transportation Holdings Inc (KNX) Q2 2024 Earnings Call Transcript Highlights: Revenue Growth Amidst Operational Challenges",
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"title": "AppFolio Inc (APPF) Q2 2024 Earnings Call Transcript Highlights: Strong Revenue Growth and Innovative Product Launches",
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"url": "https://www.gurufocus.com/news/2483689/appfolio-inc-appf-q2-2024-earnings-call-transcript-highlights-strong-revenue-growth-and-innovative-product-launches",
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"highlight": "A: (Fay Goon, CFO) Revenue grew 34% year-over-year to $197 million, driven by new customers, additional total units on the platform, and continued adoption of <em>AppFolio</em> Property Manager Plus and Max. Value-added services revenue also grew 43% year-over-year due to higher usage of online payments and risk mitigation products.",
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"highlight": "Q: How is <em>AppFolio</em> addressing the needs of upmarket customers?\n\nA: (Shane Trigg, CEO) We are innovating to solve pain points by offering solutions for multiple portfolio types, including affordable and student housing.",
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"highlight": "Our <em>AppFolio</em> Stack marketplace, which integrates preferred software applications, now has over 3 million units connected, providing more choice and flexibility for large multi-family operators.\n\nQ: Can you elaborate on the adoption and success of <em>AppFolio</em> Property Manager Max?",
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"highlight": "A: (Shane Trigg, CEO) <em>AppFolio</em> Property Manager Max is geared towards large operators with complex portfolios. We continue to see strong adoption as it proves valuable for deepening existing customer relationships and winning new business. The plan includes powerful differentiating features that cater to the needs of large operators.",
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"highlight": "Q: How is <em>AppFolio</em> leveraging AI to enhance its platform?\n\nA: (Shane Trigg, CEO) Our embedded generative AI, Realm-X, is creating differentiated value by transforming operational performance. Early users report saving an average of 12.5 hours per week, with 75% agreeing that it reduces busy work.",
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"highlight": "Q: How is <em>AppFolio</em> supporting its customers' growth?\n\nA: (Shane Trigg, CEO) Our multi-tier product lineup provides instant upgrade paths, ensuring we have offerings that grow with our customers.",
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"highlight": "The <em>AppFolio</em> Property Manager Max plan, in particular, is helping us deepen relationships and win new business by catering to the needs of large operators with complex portfolios.\n\nQ: What are the key areas of investment for <em>AppFolio</em>?",
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"title": "Knight-Swift Transportation Holdings Inc. Q2 2024 Earnings: EPS of $0.13 Misses Estimates, Revenue of $1.8 Billion Falls Short",
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"snippet": "Knight-Swift Transportation Holdings Inc (KNX, Financial) released its 8-K filing on July 24, 2024, reporting its financial results for the second quarter of 20...",
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"highlight": "<em>Knight</em>-<em>Swift</em> <em>Transportation</em> <em>Holdings</em> <em>Inc</em> (KNX, Financial) released its 8-K filing on July 24, 2024, reporting its financial results for the second quarter of 2024.",
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"highlight": "Explore the complete 8-K earnings release (here) from <em>Knight</em>-<em>Swift</em> <em>Transportation</em> <em>Holdings</em> <em>Inc</em> for further details.",
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"snippet": "Revenue: $176.2 million, a 12% increase over $156.9 million in Q2 2023.\n\n$176.2 million, a 12% increase over $156.9 million in Q2 2023. Net Income: $20.7 millio...",
"url": "https://www.gurufocus.com/news/2483474/sjw-group-sjw-q2-2024-earnings-call-transcript-highlights-strong-revenue-growth-amid-rising-costs",
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"highlight": "Positive Points\n\n<em>SJW</em> <em>Group</em> (<em>SJW</em>, Financial) reported a 12% increase in revenue for Q2 2024, reaching $176.2 million, driven by rate increases and customer growth.\n\nNet income for the quarter was $20.7 million, a 13% increase over the same period in 2023.",
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"highlight": "<em>SJW</em> <em>Group</em> (<em>SJW</em>) secured additional financial assistance funds in California and expanded eligibility for its water rate assistance program in Connecticut.\n\nThe company delivered earnings per diluted share of $0.64 and adjusted non-GAAP earnings per diluted share of $0.66 in Q2 2024.",
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"title": "Goosehead Insurance Inc (GSHD) Q2 2024 Earnings Call Transcript Highlights: Strong Growth Amid Industry Challenges",
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"snippet": "Release Date: July 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nTotal writte...",
"url": "https://www.gurufocus.com/news/2483471/goosehead-insurance-inc-gshd-q2-2024-earnings-call-transcript-highlights-strong-growth-amid-industry-challenges",
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"title": "Ribbon Communications Inc (RBBN) Q2 2024 Earnings Call Transcript Highlights: Revenue Misses Guidance, Operational Efficiencies Shine",
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"snippet": "Release Date: July 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nRibbon Commu...",
"url": "https://www.gurufocus.com/news/2483470/ribbon-communications-inc-rbbn-q2-2024-earnings-call-transcript-highlights-revenue-misses-guidance-operational-efficiencies-shine",
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"match_score": 117.5521,
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"highlight": "Positive Points\n\n<em>Ribbon</em> <em>Communications</em> <em>Inc</em> (RBBN, Financial) has successfully integrated the ECR acquisition, capturing significant savings and improving operational efficiency.\n\nThe company has seen an increase in revenue in India by 30% last year due to investments in new products.",
"sentiment": 0.9349,
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},
{
"highlight": "<em>Ribbon</em> <em>Communications</em> <em>Inc</em> (RBBN) has secured significant multiyear voice modernization projects with US federal defense agencies.\n\nThe IP Optical business has shown eight straight quarters of year-over-year higher earnings, contributing to a trailing 12-month adjusted EBITDA above $100 million.",
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"title": "Bel Fuse Inc (BELFA) Q2 2024 Earnings Call Transcript Highlights: Revenue Decline Amid Margin Improvements",
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"snippet": "Release Date: July 25, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nBel Fuse Inc...",
"url": "https://www.gurufocus.com/news/2483691/bel-fuse-inc-belfa-q2-2024-earnings-call-transcript-highlights-revenue-decline-amid-margin-improvements",
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"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 126.9555,
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"highlight": "Positive Points\n\n<em>Bel</em> <em>Fuse</em> <em>Inc</em> (BELFA, Financial) achieved sales of $133 million, hitting the high end of their forecast range.\n\nGross margins improved significantly to 40.1% in Q2 2024 from 32.9% in Q2 2023.\n\nThe Connectivity Solutions Group saw a 5.4% increase in sales year-over-year, driven by distribution channel growth.",
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"highlight": "<em>Bel</em> <em>Fuse</em> <em>Inc</em> (BELFA) continued its $25 million stock buyback program, purchasing $14.2 million worth of shares by June 30, 2024.\n\nNegative Points\n\nOverall sales declined by 21.1% compared to Q2 2023, primarily due to lower sales in the Power and Magnetic segments.",
"sentiment": -0.4215,
"highlighted_in": "main_text"
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"highlight": "Q: How much further can <em>Bel</em> <em>Fuse</em> lower its internal inventories?\n\nA: We aim to improve inventory turns, but it's easier in a healthier sales environment. We continue to manage inventory levels, focusing on efficiency.\n\nQ: What trends are you seeing in China, particularly in automotive, industrial, and IoT?",
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"highlight": "<em>Bel</em> <em>Fuse</em> <em>Inc</em> (BELFA) Q2 2024 Earnings Call Transcript Highlights: Revenue Decline Amid Margin Improvements",
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"symbol": "BELFA",
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"highlight": "Positive Points\n\n<em>Bel</em> <em>Fuse</em> <em>Inc</em> (<em>BELFA</em>, Financial) achieved sales of $133 million, hitting the high end of their forecast range.\n\nGross margins improved significantly to 40.1% in Q2 2024 from 32.9% in Q2 2023.\n\nThe Connectivity Solutions Group saw a 5.4% increase in sales year-over-year, driven by distribution channel growth.",
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"highlight": "<em>Bel</em> <em>Fuse</em> <em>Inc</em> (<em>BELFA</em>) continued its $25 million stock buyback program, purchasing $14.2 million worth of shares by June 30, 2024.\n\nNegative Points\n\nOverall sales declined by 21.1% compared to Q2 2023, primarily due to lower sales in the Power and Magnetic segments.",
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"highlight": "Q: How much further can <em>Bel</em> <em>Fuse</em> lower its internal inventories?\n\nA: We aim to improve inventory turns, but it's easier in a healthier sales environment. We continue to manage inventory levels, focusing on efficiency.\n\nQ: What trends are you seeing in China, particularly in automotive, industrial, and IoT?",
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"title": "Colabor Group Inc (COLFF) Q2 2024 Earnings Call Transcript Highlights: Mixed Results Amid Operational Shifts",
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"snippet": "Release Date: July 25, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nColabor Grou...",
"url": "https://www.gurufocus.com/news/2483475/colabor-group-inc-colff-q2-2024-earnings-call-transcript-highlights-mixed-results-amid-operational-shifts",
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"highlight": "Positive Points\n\n<em>Colabor</em> <em>Group</em> <em>Inc</em> (COLFF, Financial) achieved higher gross margins at 18.6% of sales versus 18% in the equivalent quarter last year.\n\nAdjusted EBITDA grew by $400,000 to $9.7 million despite lower revenues.\n\nThe company has reduced its debt, with the leverage ratio down from 2.4 times to 2.1 times adjusted EBITDA.",
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"highlight": "Q: How has the market reception been in Western Quebec now that <em>Colabor</em> is more active there?\n\nA: The reception has been positive. We are gaining new customers, including independent restaurants and chains, and our ability to serve well is being recognized in the market.",
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"highlight": "Despite its strong performance, <em>UnitedHealth</em> <em>Group</em> <em>Incorporated</em> (<em>NYSE:UNH</em>) has faced challenges, including a cyberattack on its technology unit that exploited a vulnerability in Citrix software.",
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"highlight": "Additionally, <em>UnitedHealth</em> <em>Group</em> <em>Incorporated</em> (<em>NYSE:UNH</em>) recently reported issues with Medicaid enrollment, which has caused disruptions in reimbursement rates and led to an overall decline in health insurer stocks.",
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"highlight": "<em>Humana</em> <em>Inc</em>. (NYSE:HUM)\n\nNumber of Hedge Fund Holders: 74\n\n<em>Humana</em> <em>Inc</em>. (NYSE:HUM) is dedicated to enhancing health and well-being by providing healthcare benefits to its medical and specialty members.",
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"highlight": "Cantor Fitzgerald recently adjusted its price target for <em>Humana</em> <em>Inc</em>. (NYSE:HUM) to $360 from the previous target of $391 set in April, while maintaining a Neutral rating on the stock. This revision follows Humana’s first-quarter earnings report, which surpassed expected financial metrics.",
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"highlight": "<em>Humana</em> <em>Inc</em>. (NYSE:HUM)’s medical loss ratio (MLR), a critical measure of the amount spent on medical claims relative to the insurance premiums collected, was 89.3%, slightly higher than the consensus of 88.9%.",
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"highlight": "Cantor Fitzgerald analysts pointed out that although <em>Humana</em> <em>Inc</em>. (NYSE:HUM) has maintained its full-year MLR at 90% and its EPS forecast at approximately $16, there remains some uncertainty about the new guidance for 2025.\n\nAccording to Insider Monkey, 30 out of the 919 hedge funds tracked reported owning stock in <em>Humana</em> <em>Inc</em>.",
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"highlight": "Diamond Hill Large Cap Strategy stated the following regarding <em>Humana</em> <em>Inc</em>. (NYSE:HUM) in its first quarter 2024 investor letter:\n\n“Among our bottom Q1 contributors were real estate investment trusts (REITs) Extra Space Storage and SBA Communications, as well as <em>Humana</em> <em>Inc</em>. (NYSE:HUM).",
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"highlight": "Cantor Fitzgerald recently adjusted its price target for <em>Humana</em> <em>Inc</em>. (<em>NYSE:HUM</em>) to $360 from the previous target of $391 set in April, while maintaining a Neutral rating on the stock. This revision follows Humana’s first-quarter earnings report, which surpassed expected financial metrics.",
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"highlight": "<em>Humana</em> <em>Inc</em>. (<em>NYSE:HUM</em>)’s medical loss ratio (MLR), a critical measure of the amount spent on medical claims relative to the insurance premiums collected, was 89.3%, slightly higher than the consensus of 88.9%.",
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"highlight": "Cantor Fitzgerald analysts pointed out that although <em>Humana</em> <em>Inc</em>. (<em>NYSE:HUM</em>) has maintained its full-year MLR at 90% and its EPS forecast at approximately $16, there remains some uncertainty about the new guidance for 2025.\n\nAccording to Insider Monkey, 30 out of the 919 hedge funds tracked reported owning stock in <em>Humana</em> <em>Inc</em>.",
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"highlight": "(<em>NYSE:HUM</em>) as of Q1 2024. Among the top hedge fund investors in the company, Citadel Asset Management held a notable stake valued at over $372.4 million.\n\nDiamond Hill Large Cap Strategy stated the following regarding <em>Humana</em> <em>Inc</em>.",
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"highlight": "(<em>NYSE:HUM</em>) in its first quarter 2024 investor letter:\n\n“Among our bottom Q1 contributors were real estate investment trusts (REITs) Extra Space Storage and SBA Communications, as well as <em>Humana</em> <em>Inc</em>. (<em>NYSE:HUM</em>).",
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"highlight": "In this article, we are going to take a look at where <em>Humana</em> <em>Inc</em>. (NYSE:HUM) stands against the other health insurance stocks.\n\nThe Healthcare Market: What does the future hold?\n\n2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.",
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"highlight": "<em>Humana</em> <em>Inc</em>. (NYSE:HUM)\n\nNumber of Hedge Fund Holders: 74\n\n<em>Humana</em> <em>Inc</em>. (NYSE:HUM) is dedicated to enhancing health and well-being by providing healthcare benefits to its medical and specialty members.",
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"highlight": "Cantor Fitzgerald recently adjusted its price target for <em>Humana</em> <em>Inc</em>. (NYSE:HUM) to $360 from the previous target of $391 set in April, while maintaining a Neutral rating on the stock. This revision follows Humana’s first-quarter earnings report, which surpassed expected financial metrics.",
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"highlight": "<em>Humana</em> reported an EPS of $7.23 for Q1 2024, exceeding the FactSet consensus of $6.12. The company’s revenue reached $29.6 billion, surpassing the expected $28.5 billion. <em>Humana</em> <em>Inc</em>.",
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"highlight": "Cantor Fitzgerald analysts pointed out that although <em>Humana</em> <em>Inc</em>. (NYSE:HUM) has maintained its full-year MLR at 90% and its EPS forecast at approximately $16, there remains some uncertainty about the new guidance for 2025.\n\nAccording to Insider Monkey, 30 out of the 919 hedge funds tracked reported owning stock in <em>Humana</em> <em>Inc</em>.",
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"highlight": "Diamond Hill Large Cap Strategy stated the following regarding <em>Humana</em> <em>Inc</em>. (NYSE:HUM) in its first quarter 2024 investor letter:\n\n“Among our bottom Q1 contributors were real estate investment trusts (REITs) Extra Space Storage and SBA Communications, as well as <em>Humana</em> <em>Inc</em>. (NYSE:HUM).",
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"highlight": "Shares of health insurance company <em>Humana</em> were meaningfully pressured in late 2023 against a backdrop of accelerating medical costs among its Medicare population, weighing on health plan profitability.",
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"highlight": "Further, since Medicare Advantage plan pricing is set in June of each year for the following year, <em>Humana</em> is unable to offset increased medical costs with higher pricing — which in turn pressured shares in Q1.",
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"highlight": "Nevertheless, we anticipate <em>Humana</em> will be able to improve margins over the next several years and maintain our conviction in our position.”\n\nOverall HUM ranks 4th on our list of the best health insurance stocks to buy. You can visit 10 Best Health Insurance Stocks to Buy to see the other health insurance stocks that are on hedge funds’ radar.",
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"highlight": "<em>Humana</em> <em>Inc</em>. (HUM): Street Analysts are Bullish on This Health Insurance Stock Now",
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"highlight": "In this article, we are going to take a look at where The <em>Cigna</em> Group (<em>NYSE:CI</em>) stands against the other health insurance stocks.\n\nThe Healthcare Market: What does the future hold?\n\n2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.",
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"highlight": "The <em>Cigna</em> Group (<em>NYSE:CI</em>)\n\nNumber of Hedge Fund Holders: 61\n\nThe <em>Cigna</em> Group (<em>NYSE:CI</em>) and its subsidiaries specialize in offering insurance and related products and services in the United States. The company also provides pharmacy benefits, home delivery pharmacy, and specialty pharmacy distribution services.",
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"highlight": "The <em>Cigna</em> Group (<em>NYSE:CI</em>) reported a notable first-quarter, with sales of $57.26 billion, a 23% year-over-year increase, surpassing the consensus estimate of $55.47 billion. This growth was primarily driven by substantial gains in Evernorth Health Services, reflecting multiple large client acquisitions.",
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"highlight": "Adjusted income from operations rose 16% to $1.88 billion, with strong contributions from both <em>Cigna</em> Healthcare and Evernorth Health Services. <em>Cigna</em> Healthcare sales increased 4% year-over-year to $13.3 billion, reflecting premium rate adjustments.",
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"highlight": "Following The <em>Cigna</em> Group (<em>NYSE:CI</em>)’s strong first-quarter financial results, RBC Capital Markets slightly raised its price target for CI shares to $384 from $383, while maintaining an Outperform rating.",
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"highlight": "RBC’s assessment was also influenced by Cigna’s recent investor day, during which the company raised its long-term growth targets to a range of 10-14%, a projection RBC believes is justified based on The <em>Cigna</em> Group (<em>NYSE:CI</em>)’s current performance and trajectory.",
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"highlight": "Hedge fund sentiment towards The <em>Cigna</em> Group (<em>NYSE:CI</em>) appears positive, with 61 funds holding significant stakes in the company as of Q1 2024. The largest position is held by Glenview Capital, which owns 1.47 million shares valued at $534.3 million.",
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"highlight": "Here is what Davis New York Venture Fund has to say about The <em>Cigna</em> Group (<em>NYSE:CI</em>) in its Q3 2023 investor letter:\n\n“In the attractive healthcare sector, we look beyond the obvious to identify businesses that simultaneously have exposure to this growth industry and also trade at low prices.",
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"highlight": "We’re especially drawn to companies like <em>Cigna</em> Group, whose products or services play a part in helping to mitigate healthcare’s constantly rising costs. The healthcare industry has been a growing part of the U.S. economy for decades.",
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"highlight": "As a result, we have positions in <em>Cigna</em> Group, a well-regarded provider of managed care.\n\nOverall CI ranks 6th on our list of the best health insurance stocks to buy. You can visit 10 Best Health Insurance Stocks to Buy to see the other health insurance stocks that are on hedge funds’ radar.",
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"highlight": "On another front, <em>BlackRock</em>, <em>Inc</em>. projects that the healthcare sector will have the highest 12-month forward earnings growth across all sectors on a year-on-year basis, with sales growth trailing only the consumer discretionary and information technology sectors.",
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"highlight": "In this article, we are going to take a look at where <em>Centene</em> <em>Corporation</em> (NYSE:CNC) stands against the other health insurance stocks.\n\nThe Healthcare Market: What does the future hold?\n\n2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC)\n\nNumber of Hedge Fund Holders: 56\n\n<em>Centene</em> <em>Corporation</em> (NYSE:CNC), based in St. Louis, Missouri, is a publicly traded managed care firm that acts as an intermediary for both government-sponsored and privately insured healthcare programs.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC) reported first-quarter profits of $1.1 billion, driven by an increase in membership and premium revenue, thanks to a significant rise in Obamacare enrollment.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC) also raised its 2024 diluted earnings per share guidance floor to more than $5.94 and its adjusted diluted EPS guidance floor to more than $6.80.",
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"highlight": "Among the largest hedge fund shareholders of <em>Centene</em> <em>Corporation</em> (NYSE:CNC) is Harris Associates, holding shares valued at $1.33 billion.",
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"highlight": "Oakmark Global Fund stated the following regarding <em>Centene</em> <em>Corporation</em> (NYSE:CNC) in its first quarter 2024 investor letter:\n\n“<em>Centene</em> <em>Corporation</em> (NYSE:CNC) is a large health insurer specializing in three major government-sponsored programs: Medicaid, Marketplace and Medicare Advantage.",
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"highlight": "In Medicaid, states are steadily outsourcing their programs to managed care companies like <em>Centene</em> to help reduce costs and improve care quality. Managed Medicaid penetration has increased meaningfully over the past two decades, and we expect further gains over time.",
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"highlight": "<em>Centene</em> holds the top market share in both of these programs and is well-positioned to capitalize on their continued growth. Finally, in Centene’s Medicare Advantage business, past missteps will result in losses next year, but we believe <em>Centene</em> can turn its Medicare Advantage segment around and generate positive earnings in the next few years.",
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"highlight": "<em>Centene</em> currently trades for about 9x our estimate of normal earnings power, which we believe is a compelling value for a business that generates healthy returns on capital and is capable of growing EPS at a low double-digit rate.”\n\nOverall CNC ranks 7th on our list of the best health insurance stocks to buy.",
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"highlight": "In this article, we are going to take a look at where <em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) stands against the other health insurance stocks.\n\nThe Healthcare Market: What does the future hold?\n\n2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>)\n\nNumber of Hedge Fund Holders: 56\n\n<em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>), based in St. Louis, Missouri, is a publicly traded managed care firm that acts as an intermediary for both government-sponsored and privately insured healthcare programs.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) reported first-quarter profits of $1.1 billion, driven by an increase in membership and premium revenue, thanks to a significant rise in Obamacare enrollment.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) also raised its 2024 diluted earnings per share guidance floor to more than $5.94 and its adjusted diluted EPS guidance floor to more than $6.80.",
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"highlight": "Among the largest hedge fund shareholders of <em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) is Harris Associates, holding shares valued at $1.33 billion.",
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"highlight": "Oakmark Global Fund stated the following regarding <em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) in its first quarter 2024 investor letter:\n\n“<em>Centene</em> <em>Corporation</em> (<em>NYSE:CNC</em>) is a large health insurer specializing in three major government-sponsored programs: Medicaid, Marketplace and Medicare Advantage.",
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"highlight": "In Medicaid, states are steadily outsourcing their programs to managed care companies like <em>Centene</em> to help reduce costs and improve care quality. Managed Medicaid penetration has increased meaningfully over the past two decades, and we expect further gains over time.",
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"highlight": "<em>Centene</em> holds the top market share in both of these programs and is well-positioned to capitalize on their continued growth. Finally, in Centene’s Medicare Advantage business, past missteps will result in losses next year, but we believe <em>Centene</em> can turn its Medicare Advantage segment around and generate positive earnings in the next few years.",
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"highlight": "<em>Centene</em> currently trades for about 9x our estimate of normal earnings power, which we believe is a compelling value for a business that generates healthy returns on capital and is capable of growing EPS at a low double-digit rate.”\n\nOverall CNC ranks 7th on our list of the best health insurance stocks to buy.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC)\n\nNumber of Hedge Fund Holders: 56\n\n<em>Centene</em> <em>Corporation</em> (NYSE:CNC), based in St. Louis, Missouri, is a publicly traded managed care firm that acts as an intermediary for both government-sponsored and privately insured healthcare programs.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC) reported first-quarter profits of $1.1 billion, driven by an increase in membership and premium revenue, thanks to a significant rise in Obamacare enrollment.",
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"highlight": "Oakmark Global Fund stated the following regarding <em>Centene</em> <em>Corporation</em> (NYSE:CNC) in its first quarter 2024 investor letter:\n\n“<em>Centene</em> <em>Corporation</em> (NYSE:CNC) is a large health insurer specializing in three major government-sponsored programs: Medicaid, Marketplace and Medicare Advantage.",
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"highlight": "In Medicaid, states are steadily outsourcing their programs to managed care companies like <em>Centene</em> to help reduce costs and improve care quality. Managed Medicaid penetration has increased meaningfully over the past two decades, and we expect further gains over time.",
"sentiment": 0.9517,
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"highlight": "<em>Centene</em> holds the top market share in both of these programs and is well-positioned to capitalize on their continued growth. Finally, in Centene’s Medicare Advantage business, past missteps will result in losses next year, but we believe <em>Centene</em> can turn its Medicare Advantage segment around and generate positive earnings in the next few years.",
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"highlight": "<em>Centene</em> currently trades for about 9x our estimate of normal earnings power, which we believe is a compelling value for a business that generates healthy returns on capital and is capable of growing EPS at a low double-digit rate.”\n\nOverall CNC ranks 7th on our list of the best health insurance stocks to buy.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC)\n\nNumber of Hedge Fund Holders: 56\n\n<em>Centene</em> <em>Corporation</em> (NYSE:CNC), based in St. Louis, Missouri, is a publicly traded managed care firm that acts as an intermediary for both government-sponsored and privately insured healthcare programs.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC) reported first-quarter profits of $1.1 billion, driven by an increase in membership and premium revenue, thanks to a significant rise in Obamacare enrollment.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (NYSE:CNC) also raised its 2024 diluted earnings per share guidance floor to more than $5.94 and its adjusted diluted EPS guidance floor to more than $6.80.",
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"highlight": "Among the largest hedge fund shareholders of <em>Centene</em> <em>Corporation</em> (NYSE:CNC) is Harris Associates, holding shares valued at $1.33 billion.",
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"highlight": "Oakmark Global Fund stated the following regarding <em>Centene</em> <em>Corporation</em> (NYSE:CNC) in its first quarter 2024 investor letter:\n\n“<em>Centene</em> <em>Corporation</em> (NYSE:CNC) is a large health insurer specializing in three major government-sponsored programs: Medicaid, Marketplace and Medicare Advantage.",
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"highlight": "In Medicaid, states are steadily outsourcing their programs to managed care companies like <em>Centene</em> to help reduce costs and improve care quality. Managed Medicaid penetration has increased meaningfully over the past two decades, and we expect further gains over time.",
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"highlight": "<em>Centene</em> holds the top market share in both of these programs and is well-positioned to capitalize on their continued growth. Finally, in Centene’s Medicare Advantage business, past missteps will result in losses next year, but we believe <em>Centene</em> can turn its Medicare Advantage segment around and generate positive earnings in the next few years.",
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"highlight": "<em>Centene</em> currently trades for about 9x our estimate of normal earnings power, which we believe is a compelling value for a business that generates healthy returns on capital and is capable of growing EPS at a low double-digit rate.”\n\nOverall CNC ranks 7th on our list of the best health insurance stocks to buy.",
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"highlight": "<em>Centene</em> <em>Corporation</em> (CNC): Do Hedge Funds Recommend This Health Insurance Stock Right Now?",
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"highlight": "In early May, Argus revised its stock price target for <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS), lowering it to $80 from the previous $100 while maintaining a Buy rating. This adjustment followed CVS Health’s first-quarter earnings for 2024, which fell short of market expectations and led the company to revise its guidance downward.",
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"highlight": "Additionally, on May 23, <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS) saw its shares decline by as much as 3% following an unconfirmed report that the company was seeking a private equity (PE) partnership to expand its Oak Street Health platform.",
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"highlight": "According to the report, <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS) may pursue a partnership similar to Humana’s with Welsh Carson, where CVS would initially take a minority interest in new clinics with an option to purchase once they are established.",
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"highlight": "Ariel Global Fund stated the following regarding <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS) in its first quarter 2024 investor letter:\n\n“We bought American healthcare company, <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS), following recent concerns related to potential new laws affecting Pharmacy Benefit Managers (PBMs)—intermediaries that negotiate drug prices between",
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"highlight": "According to the report, <em>CVS</em> <em>Health</em> <em>Corporation</em> (<em>NYSE:CVS</em>) may pursue a partnership similar to Humana’s with Welsh Carson, where CVS would initially take a minority interest in new clinics with an option to purchase once they are established.",
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"highlight": "Ariel Global Fund stated the following regarding <em>CVS</em> <em>Health</em> <em>Corporation</em> (<em>NYSE:CVS</em>) in its first quarter 2024 investor letter:\n\n“We bought American healthcare company, <em>CVS</em> <em>Health</em> <em>Corporation</em> (<em>NYSE:CVS</em>), following recent concerns related to potential new laws affecting Pharmacy Benefit Managers (PBMs)—intermediaries that negotiate drug prices between",
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"highlight": "According to the report, <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS) may pursue a partnership similar to Humana’s with Welsh Carson, where CVS would initially take a minority interest in new clinics with an option to purchase once they are established.",
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"highlight": "Ariel Global Fund stated the following regarding <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS) in its first quarter 2024 investor letter:\n\n“We bought American healthcare company, <em>CVS</em> <em>Health</em> <em>Corporation</em> (NYSE:CVS), following recent concerns related to potential new laws affecting Pharmacy Benefit Managers (PBMs)—intermediaries that negotiate drug prices between",
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"title": "Why Is The Progressive Corporation (PGR) a Good Buy Right Now?",
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"snippet": "We recently compiled a list of the 10 Best Health Insurance Stocks to Buy. In this article, we are going to take a look at where The Progressive Corporation (NY...",
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"highlight": "In this article, we are going to take a look at where The Progressive Corporation (<em>NYSE:PGR</em>) stands against the other health insurance stocks.\n\nThe Healthcare Market: What does the future hold?\n\n2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.",
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"highlight": "The Progressive Corporation (<em>NYSE:PGR</em>)\n\nNumber of Hedge Fund Holders: 85\n\nThe Progressive Corporation (<em>NYSE:PGR</em>) is a leading American insurance company, offering automobile and health insurance solutions. By the end of 2022, Progressive had become the largest motor insurance carrier in the United States.",
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"highlight": "BMO Capital Markets has reaffirmed its positive outlook on The Progressive Corporation (<em>NYSE:PGR</em>), maintaining an Outperform rating with a price target of $235.00. The firm highlighted an unexpected increase in Progressive’s Personal Auto organic policy count growth in May, which contrasts with the typical seasonal slowdown as summer approaches.",
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"highlight": "This growth has led BMO Capital Markets to raise its forward earnings per share estimates for The Progressive Corporation (<em>NYSE:PGR</em>), despite a miss on May EPS due to high catastrophe losses.\n\nAs of the end of the first quarter of 2024, 85 hedge funds tracked by Insider Monkey had stakes in The Progressive Corporation (<em>NYSE:PGR</em>).",
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"highlight": "The biggest stakeholder of The Progressive Corporation (<em>NYSE:PGR</em>) during this period was Andreas Halvorsen’s Viking Global which owns a $627.2 million stake in the company.",
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"highlight": "Artisan Select Equity Fund stated the following regarding The Progressive Corporation (<em>NYSE:PGR</em>) in its first quarter 2024 investor letter:\n\n“The Progressive Corporation (<em>NYSE:PGR</em>) shares rose 30% during the quarter.",
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"highlight": "In this article, we are going to take a look at where <em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>) stands against the other scientific instruments stocks.\n\nA scientific instrument is a device or tool used for scientific purposes, including the study of natural phenomena and theoretical research.",
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"highlight": "<em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>)\n\nNumber of Hedge Fund Holders: 98\n\nFounded in 1984 by brothers Steven and Mitchell Rales, <em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>) is a diversified American conglomerate headquartered in Washington, D.C.",
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"highlight": "<em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>) reported a strong start to 2024, with first-quarter revenue, earnings, and cash flow surpassing expectations. Q1 2024 revenue reached $5.8 billion, though core revenue declined by 4%.",
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"highlight": "Following <em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>)’s first-quarter earnings report, Baird expressed a positive outlook on the company, raising the stock’s price target to $271 from $259 and reiterating an Outperform rating.",
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"highlight": "Despite the better-than-anticipated results, <em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>) has chosen to maintain its guidance for the full year 2024, with Baird suggesting that this decision may indicate a degree of caution. Nonetheless, the medium-term outlook for DHR remains positive.",
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"highlight": "As of the end of the first quarter, 98 out of 919 hedge funds tracked by Insider Monkey held stakes in <em>Danaher</em> <em>Corporation</em> (<em>NYSE:DHR</em>). The largest stakeholder during this period was Boykin Curry’s Eagle Capital Management, with a $1.8 billion investment. The stock ranks among the top 3 on our list of the best scientific instruments stocks to buy.",
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