Business

Diamond Hill Small-Mid Cap Strategy Q1 2026 Commentary

Published

3 hours ago

7 May 2026

Diamond Hill Small-Mid Cap Strategy Q1 2026 Commentary

Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL). Note: This account is not managed or monitored by Diamond Hill Capital Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Diamond Hill Capital Management’s official channels.

Business

Grupo Bimbo to invest $1 billion in US operations

Published

4 minutes ago

7 May 2026

NewsAdmin

Grupo Bimbo to invest $1 billion in US operations

Funds will support Mexican baker’s “long-term objectives in the United States.”

Business

Is The Market Starting To Go Parabolic? (SP500)

Published

11 minutes ago

7 May 2026

NewsAdmin

Is The Market Starting To Go Parabolic? (SP500)

Michael James McDonald is a stock market forecaster, author and former Senior Vice President of Investments at what is now Morgan Stanley. He is a long-term advocate of the theory of contrary opinion and the measurement of investor sentiment when forecasting price direction.His first book, ” A Strategic Guide to the Coming Roller Coaster Market” was published in July of 2000, three months before the top of the dot comm market. On its cover was written, “How a new model of the stock market predicts the end of the 18-year bull market (1982-2000) and the beginning of a new era.” The “new era” was to be a long-term (roller coaster) trading range market, which did materialize between 2000 and 2009.A second book titled, “Predict Market Swings With Technical Analysis” was published by Wiley and Sons in 2002.Then, on August 31st, 2010, in a Seeking Alpha article titled: “The 10 Year Trading Range Is Over – The ‘Final Stampede’ Has Begun”, he called an end to the ten year trading range market and the start of another long-term bull market, which also came about.He says, “It’s long been observed that 50% or more of a stock’s price can be driven by the emotions of fear and greed alone. A universal warning sign is when ‘too many’ investors expect the same thing. When ‘too many’ investors expect a stock to go up, it generally goes down – and vice versa. The key is having metrics that measure when ‘too many’ investors are expecting something. This is what the Sentiment king has developed over the years.”Through his company the Sentiment King, he continues to study and measure investor psychology in an effort to successfully forecast major stock trends – and help others see them too.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of QQQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Business

$19bn order boosts Belfast Airbus factory

Published

25 minutes ago

7 May 2026

NewsAdmin

$19bn order boosts Belfast Airbus factory

Malaysian airline Air Asia places an order for 120 Airbus A220s, the wings of which are made in Belfast.

Business

Jefferies raises Praxis Precision Medicines stock price target on pipeline catalysts

Published

30 minutes ago

7 May 2026

NewsAdmin

Jefferies raises Praxis Precision Medicines stock price target on pipeline catalysts

Business

Miners lead Aussie shares higher on peace hopes

Published

37 minutes ago

7 May 2026

NewsAdmin

Miners lead Aussie shares higher on peace hopes

Australia’s share market has lifted for a second straight session on hopes the US and Iran can strike a deal to end the conflict in the Persian Gulf.

Business

Kraft Heinz CEO cites ‘early signs of momentum’

Published

50 minutes ago

7 May 2026

NewsAdmin

Kraft Heinz CEO cites ‘early signs of momentum’

Market share gains show promise for turnaround strategy.

Business

Fidelity National Financial, Inc. (FNF) Q1 2026 Earnings Call Transcript

Published

1 hour ago

7 May 2026

NewsAdmin

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good morning, and welcome to FNF’s First Quarter 2026 Earnings Call. [Operator Instructions] I would now like to turn the call over to Lisa Foxworthy-Parker, SVP, Investor and External Relations. Please go ahead.

Lisa Foxworthy-Parker
Senior Vice President of Investor & External Relations

Thanks, operator, and welcome, everyone. I’m joined today by Mike Nolan, CEO; and Tony Park, CFO. We look forward to addressing your questions following our prepared remarks. F&G’s management team, including Chris Blunt, CEO; and Conor Murphy, President and CFO, will also be available for Q&A.

Today’s earnings call may include forward-looking statements and projections under the Private Securities Litigation Reform Act, which do not guarantee future events or performance. We do not undertake any duty to revise or update such statements to reflect new information, subsequent events or changes in strategy. Please refer to our most recent quarterly and annual reports and other SEC filings for details on important factors that could cause actual results to differ materially from those expressed or implied.

This morning’s discussion also includes non-GAAP measures, which management believes are relevant in assessing the financial performance of the business. Non-GAAP measures have been reconciled to GAAP where required and in accordance with SEC rules within our earnings materials available on the company’s investor website. Please note that today’s

Business

Earnings call transcript: Kinetik Holdings Q1 2026 misses EPS forecast, stock steady

Published

1 hour ago

7 May 2026

NewsAdmin

Earnings call transcript: Kinetik Holdings Q1 2026 misses EPS forecast, stock steady

Business

Papa John’s International, Inc. (PZZA) Q1 2026 Earnings Call Transcript

Published

1 hour ago

7 May 2026

NewsAdmin

Papa John’s International, Inc. (PZZA) Q1 2026 Earnings Call May 7, 2026 8:00 AM EDT

Company Participants

Heather Hollander – Senior VP of Strategy, Investor Relations and FP&A
Todd Penegor – President, CEO & Director
Ravi Thanawala – CFO & President of North America

Conference Call Participants

Brian Bittner – Oppenheimer & Co. Inc., Research Division
Alexander Slagle – Jefferies LLC, Research Division
Todd Brooks – The Benchmark Company, LLC, Research Division
Isiah Austin – BofA Securities, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Papa John’s First Quarter 2026 Earnings Conference Call and webcast. [Operator Instructions] Please be advised, today’s conference is being recorded.

I would now like to turn the conference over to your speaker today, Heather Hollander. Please go ahead.

Heather Hollander
Senior VP of Strategy, Investor Relations and FP&A

Good morning, and welcome to our first quarter 2026 earnings conference call. Earlier this morning, we issued our earnings release, which can be found on our Investor Relations website at ir.papajohns.com under the News and Events tab or by contacting our Investor Relations department. Joining me on the call this morning are Todd Penegor, President and Chief Executive Officer; and Ravi Thanawala, Chief Financial Officer and President, North America. Comments made during this call will include forward-looking statements within the meaning of the federal securities laws. These statements may involve risks and uncertainties that could cause actual results to differ materially from these statements. Forward-looking statements should be considered in conjunction with the cautionary statements in our earnings release and the risk factors included in our SEC filings. In addition, please refer to our earnings release and our Investor Relations website for the required reconciliation of non-GAAP financial measures discussed on today’s call. Lastly, we ask that you please limit your questions to one question and one follow-up.