WSP Global's aggressive 2025-2027 growth plan targets 40% net revenue growth, 50% adjusted EBITDA growth, and 70% free cash flow increase, leveraging acquisitions and organic growth. The company reported strong Q4 2024 results with 22.8% revenue growth and a 23.2% increase in earnings, maintaining a solid financial position. WSP's strategic partnership with Microsoft aims to modernize the AEC industry through digital and AI solutions, enhancing its leadership in key markets.
The slowdown in economic growth might have hurt GSL's performance in the fourth quarter of 2024.
STT is set to buy Mizuho Financial's global custody business outside of Japan. This aligns with the company's growth strategy to expand in lucrative markets.
Liberty Global's diversified business and strategic investments in growth assets drive consistent free cash flows and a strong balance sheet. Management's creative strategies, including smart buybacks and M&A moves, demonstrate alignment with shareholder interests and potential for unlocking value. Smart capex financing maximizes free cash flow and improves liquidity.
S&P Global (SPGI 1.59%) is a large, $162 billion market cap business. Despite its size, I wouldn't be surprised if you have never heard of it.
Global Payments offers Merchant Solutions and Issuer Solutions, focusing on SMBs and benefiting from acquisitions like EVO Payments. GPN has maybe a narrow economic moat based on integrated software solutions and complex issuer services, offset by low profitability. Financially, GPN shows interesting EPS growth and manageable debt, with a BBB credit rating.
One of the best things about exchange-traded funds (ETFs) is that they can help investors diversify their portfolios. Since ETFs are made up of a basket of stocks, they can help lower volatility, thus smoothing investment returns over time.
U.S. Global Investors (NASDAQ:GROW) CEO Frank Holmes talked with Proactive about the growing travel sector, highlighting the performance of Trip ETF and Jets ETF, and the impact of AI on travel pricing.
Weatherford International gets a buy rating, agreeing with the Wall St consensus today. The profitable firm has a global diverse portfolio, recent new contract wins, and lower leverage risk than before, while trading cheaply. Although the stock is not a proven dividend grower, it is a proven cashflow generator with steady free cashflow/share.
BRF SA shares have plunged due to concerns about peaking poultry prices and a weaker Brazilian real, but the sell-off seems excessive. Despite disappointing Q4 margins, BRF showed strong revenue growth, improved cost structure, and significant progress in its processed and branded food offerings. The company's processed foods business offers more stable pricing and dependable margins, mitigating risks from commodity price volatility, and continues to be a growth driver for the International business.
I acknowledge that my initial bullish call on Zeta Global Holdings Corp. didn't age well, but I see an opportunity for a strong rebound. I believe Zeta's AI-powered marketing tech gives it an edge over traditional players like Salesforce and HubSpot. The company's guidance provides rare long-term visibility, which I see as a major advantage in today's market.
Global Net Lease, Inc. (NYSE:GNL ) Q4 2024 Earnings Conference Call February 28, 2025 11:00 AM ET Company Participants Jordyn Schoenfeld - CPA Michael Weil - CEO Chris Masterson - CFO Conference Call Participants Upal Rana - KeyBanc Capital Markets Eric Borden - BMO Capital Markets Mitch Germain - Citizens JMP Operator Greetings and welcome to the Global Net Lease Fourth Quarter and Full Year 2024 Earnings Call. At this time, all participants are in a listen-only mode.