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Date: Friday, 25 Jul 2014 21:38

Washington Real Estate Investment Trust (NYSE:WRE)

Q2 2014 Results Earnings Conference Call

July 25, 2014, 11:00 AM ET

Executives

Paul McDermott - President & CEO

Bill Camp - EVP & CFO

Laura Franklin - EVP & Chief Accounting & Administrative Officer

Kelly Shiflett - Director of Finance

Tom Bakke – EVP & COO

Analysts

Anthony Pallone - JPMorgan

John Bejjani - Green Street Advisors

Dave Rodgers - Robert W. Baird & Co.

Brendan Maiorana - Wells Fargo Securities

John Guinee - Stifel

Presentation

Operator

Welcome to the Washington Real Estate Investment Trust Second Quarter 2014 Earnings Conference Call. As a reminder, today's call is being recorded.

Before we turn the call over to the company's President and Chief Executive Officer, Paul McDermott, Kelly Shiflett, Director of Finance, will provide some introductory information. Ms. Shiflett, please go ahead.

Kelly Shiflett

Thank you and good morning everyone. After the market closed yesterday,

Author: "SA Transcripts" Tags: "WRE, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:33

There is much talk about inflation rearing its ugly head any day now, which will destroy our recovering economy as well stocks. There's even more fear that the Federal Reserve is behind the 8-ball and will have to scramble and raise rates higher and faster because they will be playing catch-up. That's just not in the cards for a long time to come.

Those that fear inflation sooner rather than later clearly don't understand the current economic reality in the immediate term and the power of demographics for the longer term. Wages are essentially flat (and have been since the mid 90's); CPI and PPI continue to come in at or below 2% annually and the biggest indicator, the bond market, is sending the message that deflation is more likely than inflation. The reality is that bond rates may actually go lower.

A big concern for the Fed, myself included,

Author: "Keith Springer" Tags: "QQQ, SPY, SH, VXX, Keith Springer"
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Date: Friday, 25 Jul 2014 21:27

Investors Bancorp, Inc (NASDAQ:ISBC)

Q2 2014 Earnings Conference Call

July 25, 2014, 11:00 AM ET

Executives

Thomas Splaine - Senior Vice President and Chief Financial Officer

Kevin Cummings - President and Chief Executive Officer

Domenick Cama - Senior Executive Vice President and Chief Operating Officer

Analysts

Matthew Kelley - Sterne, Agee

Rick Weiss - Boenning & Scattergood

Mark Fitzgibbon - Sandler O'Neill

Collyn Gilbert - KBW

Christopher Marinac - FIG Partners LLC

Laurie Hunsicker - Compass Point

David Darst - Guggenheim Securities

Presentation

Operator

Good morning, and welcome to the Investors Bancorp second quarter earnings conference call. (Operator Instructions) I would now like to turn the conference over to Thomas Splaine Jr., Senior Vice President and CFO. Please go ahead.

Thomas Splaine

Thanks Andrew. And good morning, everyone, and thanks for calling in today. I'm Thomas Splaine, Senior Vice President and Chief Financial Officer. And we'll begin this morning's phone

Author: "SA Transcripts" Tags: "ISBC, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:24

iStar Financial (NYSE:STAR) is not a stock for beginners or casual investors. Its combination of real estate lending, net leasing, operating properties, and land development makes it a complex hybrid that incorporates aspects of companies like Cheung Kong (OTCPK:CHEUY), Forest City (FCE-A), and Lexington Realty Trust (NYSE:LXP). What's more, it's also a credit recovery and residential housing recovery story as the company continues to clean up legacy non-performing loans and underperforming assets while deploying new capital into projects.

To value iStar, I believe you have to be able to estimate the value of the real estate finance portfolio (loans and mortgages to real estate companies), the value of the net lease portfolio, the value of the operated portfolio, and the development potential of the land portfolio. This is, at best, a big headache for most investors. I believe the underlying potential is still worthwhile, with a fair value of around

Author: "Stephen Simpson, CFA" Tags: "STAR, Stephen Simpson, CFA"
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Date: Friday, 25 Jul 2014 21:17

Moody’s Corporation (NYSE:MCO)

Q2 2014 Results Earnings Conference Call

July 25, 2014 11:30 AM ET

Executives

Salli Schwartz - Global Head of IR

Ray McDaniel - President and CEO

Linda Huber - Chief Financial Officer

Michel Madelain - President and COO of Moody’s Investor Service

Mark Almeida - President of Moody’s Analytics

Analysts

Tim McHugh - William Blair & Company

Joseph Foresi - Janney Montgomery Scott

Andre Benjamin - Goldman Sachs

William Bird - FBR

Manav Patnaik - Barclays

Peter Appert - Piper Jaffrey

Craig Huber - Huber Research Partners

Doug Arthur - Evercore

Patrick O'Shaughnessy - Raymond James

Edward Atorino - Benchmark

Bill Warmington - Wells Fargo

Presentation

Operator

Good day, and welcome, ladies and gentlemen, to the Moody’s Corporation Second Quarter 2014 Earnings Conference Call. At this time, I would like to inform you that this conference is being recorded, and that all participants are in a listen-only

Author: "SA Transcripts" Tags: "MCO, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:14

Moog Inc. (NYSE:MOG.A)

Q3 2014 Earnings Conference Call

July 25, 2014 10:00 am ET

Executives

Ann Marie Luhr - IR

John R. Scannell - CEO

Donald R. Fishback - VP and CFO

Analysts

Cai von Rumohr - Cowen and Company

Tyler Hojo - Sidoti and Company

Steven Cahall - RBC Capital Markets

Julie Yates Stewart - Credit Suisse Securities

Kristine Tan Liwag - Merrill Lynch, Pierce, Fenner & Smith,

Mike Ciarmoli - KeyBanc Capital Markets

Presentation

Operator

Good day and welcome to the Moog Third Quarter Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Investor Relations Manager, Ms. Ann Luhr. Please go ahead, ma'am.

Ann Marie Luhr

Good morning. Before we begin, we call your attention to the fact that we may make forward-looking statements during the course of this conference call. These forward-looking statements are not guarantees

Author: "SA Transcripts" Tags: "MOG.A, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:10

DTE Energy Co (NYSE:DTE)

Q2 2014 Results Conference Call

July 25, 2014 / 9:00 A.M. E.T.

Executives

Anastasia Minor – Executive Director, IR

Peter Oleksiak – SVP and CFO

Jeff Jewell – VP and Controller

Mark Rolling – VP and Treasurer

Analysts

Matt Tucker – KeyBanc Capital Markets

Steven Fleishman – Wolfe Research

Matt Davis – Credit Suisse

Andy Weisel – Macquarie Capital Securities

Julien Dumoulin-Smith – UBS

Mark Barnett – MorningStar

Andy Levi – Avon Capital

Presentation

Operator

Good morning, ladies and gentlemen. This is the DTE Energy hosted second-quarter 2014 earnings release. All lines have been muted to prevent any background noise, and this call is being recorded. (Operator Instructions)

For opening remarks and introductions, I will now turn the call over to Anastasia Minor. Please go ahead.

Anastasia Minor

Thank you, Doug. Good morning, everyone, and welcome to our second-quarter 2014 earnings call. Before we get started,

Author: "SA Transcripts" Tags: "DTE, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:09

The downing of the Malaysian jet over the Ukraine last week resulted in safe haven seekers, causing the JPY to appreciate to 101.14. After the one day flurry, the yen then weakened to about 101.90. Quickly the conditioned reflex buying by the mob turned unprofitable.

There were some weaker numbers that helped the yen bears. The Japanese trade balance for the first half of 2014 was slightly better than anticipated -1.08T¥, but still bigger than the -0.86T¥ in the previous half. This is the largest six-month Japanese debt on record. Despite the weaker yen, exports have fallen short in part because so much of Japanese manufacturing production has been moved offshore. The trade balance also suffered because imported goods surged upward by 10%. Energy requirements to replace downed nuclear plants increased the import bill for oil and liquid natural gas.

Early next week we get numbers which will test the

Author: "Ralph Shell" Tags: "FXY, UUP, UDN, Ralph Shell"
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Date: Friday, 25 Jul 2014 21:08

LyondellBasell Industries NV (NYSE:LYB)

Q2 2014 Earnings Conference Call

July 25, 2014 11:00 AM ET

Executives

Doug Pike - VP - Investor Relations

Jim Gallogly - CEO

Karyn Ovelmen - CFO

Sergey Vasnetsov - SVP - Strategic Planning and Transactions

Analysts

Bob Koort - Goldman Sachs

Duffy Fischer - Barclays Capital

John McNulty - Credit Suisse

Kevin McCarthy - Bank of America Merrill Lynch

P.J. Juvekar - Citigroup

Jeff Zekauskas - JPMorgan

Evelyn Rodriguez - UBS

Frank Mitsch - Wells Fargo Securities

Don Carson - Susquehanna

Nils Wallin - CLSA

Ram Sivalingam - Deutsche Bank

Vincent Andrews - Morgan Stanley

Arun Viswanathan - RBC Capital Markets

Laurence Alexander - Jefferies

Hassan Ahmed - Alembic Global

Charles Nievert - Cowen and Company

Presentation

Operator

Hello, and welcome to the LyondellBasell teleconference. At the request of LyondellBasell, this conference is being recorded for instant replay purposes. Following today’s presentation, we will conduct

Author: "SA Transcripts" Tags: "LYB, SA Transcripts"
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Date: Friday, 25 Jul 2014 21:02

A commenter on my most recent article wrote:

"(NYSE:BDX) will likely provide more dividend income that (NYSE:T) will in 15 years and then forever after that."

Which led me to wonder - exactly how long can high dividend growth last? Can it last forever?

The following chart shows the maximum dividend compound average growth rate ("CAGR") achieved by any company from 1980 to 2013:

Year Max. CAGR
1980 23.139
1981 22.912
1982 22.493
1983 24.25
1984 21.374
1985 21.295
1986 28.601
1987 30.51
1988 29.14
1989 26.598
1990 35.709
1991 37.606
1992 39.714
1993 37.234
1994 35.472
1995 37.776
1996 40.398
1997 43.408
1998 46.896
1999 49.579
2000 61.292
2001 51.483
2002 57.311
2003 64.602
2004 62.725
2005 70.124
2006 74.868
2007
Author: "Robert Allan Schwartz" Tags: "Robert Allan Schwartz"
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Date: Friday, 25 Jul 2014 20:56

Pebblebrook Hotel Trust (NYSE:PEB)

Q2 2014 Earnings Conference Call

July 25, 2014 9:00 AM ET

Executives

Jon E. Bortz – Chairman, President and Chief Executive Officer

Raymond D. Martz – Executive Vice President, Secretary, Treasurer and Chief Financial Officer

Analysts

Richard Hightower – ISI Group

David Loeb – Robert W. Baird and Co.

Jeffrey Donnelly – Wells Fargo & Company

Wes Golladay – RBC Capital Markets

Bill A. Crow – Raymond James & Associates, Inc.

James W. Sullivan – Cowen & Co. LLC

Lukas Hartwich – Green Street Advisors

Presentation

Operator

Good day and welcome to the Pebblebrook Hotel Trust Second Quarter Earnings Call. Today’s conference is being recorded.

At this time, I would like to turn the conference over to Mr. Raymond Martz, Chief Financial Officer. Please go ahead.

Raymond D. Martz

Thank you, Teena. Good morning, everyone. Welcome to our second quarter 2014 earnings call and webcast. Joining

Author: "SA Transcripts" Tags: "PEB, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:52

Broadcom (NASDAQ:BRCM) reported its Q2 2014 earnings on July 22, as we noted in our recent post view. Today we are going to take a deeper look at future trends. At $2.04 billion, revenue was near the midpoint of company guidance, and increased 2.9% annually but declined 2.3% sequentially on account of diminishing revenue from the baseband business. Non-GAAP EPS came in at $0.65, above first call estimate of $0.61.

Last month, Broadcom announced its decision to exit the cellular baseband business on account of intense competition in the market. (Read: Rising Competition Forces Broadcom To Exit The Baseband Market) The company intends to instead increase its focus and competitiveness in the broadband, infrastructure and connectivity businesses. Broadcom performed well in all the three segments in Q2 2014 and expects to see strong growth from these markets in the future as well. It believes that its decision to

Author: "Trefis" Tags: "BRCM, Trefis"
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Date: Friday, 25 Jul 2014 20:47

Swift Transportation Company (NYSE:SWFT)

Q2 2014 Results Earnings Conference Call

July 25, 2014 11:00 AM ET

Executives

Jason Bates - Vice President, Finance and Investor Relations Officer

Jerry Moyes - Founder and CEO

Richard Stocking - President and COO

Ginnie Henkels - Executive Vice President and CFO

Analysts

Presentation

Operator

Good morning. My name is Lisa, and I will be your conference operator today. At this time, I would like to welcome everyone to the Swift Transportation Second Quarter 2014 Question-and-Answer Session. All lines have been placed on mute to prevent any background noise. (Operator Instructions)

Thank you. Mr. Jason Bates, you may begin your conference.

Jason Bates

Thank you, Lisa. We would like to thank you all for joining us here this morning. As a reminder, we have posted a comprehensive letter to stockholders, which summarizes our results and it’s found on the front page of our Investor Relations

Author: "SA Transcripts" Tags: "SWFT, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:44

Everest Re Group, Ltd (NYSE:RE)

Q2 2014 Earnings Conference Call

July 24, 2014 10:30 AM ET

Executives

Elizabeth B. Farrell – Vice President, Investor Relations

Dominic J. Addesso – President and Chief Executive Officer

John P. Doucette – Chief Underwriting Officer

Craig W. Howie – Chief Financial Officer

Analysts

Amit J. Kumar – Macquarie Research Equities

Joshua D. Shanker – Deutsche Bank Securities Inc.

Jay H. Gelb – Barclays Capital Inc.

Kai Pan – Morgan Stanley & Co. LLC

Michael S. Nannizzi – Goldman Sachs & Company, Inc.

Meyer Shields – Keefe, Bruyette & Woods Inc.

Brian R. Meredith – UBS Securities LLC

Vinay Misquith – Evercore Partners Inc.

Ian Gutterman – Balyasny Asset Management LP

Presentation

Operator

Good day, everyone and welcome to the Second Quarter 2014 Earnings Call for Everest Re Group. Today’s conference is being recorded. At this time, for opening remarks and introductions, I would like

Author: "SA Transcripts" Tags: "RE, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:42

Arctic Cat Inc (NASDAQ:ACAT)

Q2 2014 Earnings Conference Call

July 25, 2014 11:00 AM ET

Executives

Shawn Brumbaugh – Investor Relations

Christopher A. Twomey – Chairman and Chief Executive Officer

Timothy C. Delmore – Chief Financial Officer

Analysts

Scott Hamann – KeyBanc Capital Markets Inc

James Hardiman – Longbow Research LLC

Derrick Johnson – BMO Capital Markets

Rommel T. Dionisio – Wedbush Securities Inc

Craig Kennison - Robert W. Baird & Company, Inc.

Mark E Smith– Feltl & Company

Joseph D. Hovorka – Raymond James & Associates, Inc.

Presentation

Operator

Good day and welcome to Arctic Cat’s Fiscal 2015 First Quarter Earnings Call. Today’s presentation is being recorded.

At this time, I would like to turn the conference over to Shawn Brumbaugh. Please go ahead ma’am.

Shawn Brumbaugh

Thank you, thank you for joining us this morning. I’m Shawn Brumbaugh with PadillaCRT. Before the market opened this morning Arctic Cat

Author: "SA Transcripts" Tags: "ACAT, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:42

Gulf Island Fabrication, Inc. (NASDAQ:GIFI)

Q2 2014 Earnings Call

July 25, 2014 10:00 am ET

Executives

Cindy Cook - Accounting Manager

Kirk Meche - President & CEO

Jeffrey Favret - VP - Finance, CFO

Todd Ladd - COO

Analysts

Will Gabrielski - Stephens

Martin Malloy - Johnson Rice

Presentation

Operator

Good morning and welcome, ladies and gentlemen, to the Gulf Island Fabrication, Inc. Q2 2014 Earnings Conference Call. All participants will be in a listen-only for the duration of the presentation. After the presentation, we will conduct a question and answer session. Instructions will be given at that time. Today's call is being recorded.

At this time, I'd like to turn the conference over to Ms. Cindy Cook for opening remarks and introductions. Ms. Cook, please go ahead.

Cindy Cook

Thank you, Anna. I would like to welcome everyone to Gulf Island Fabrication's 2014 second quarter teleconference.

Please keep in

Author: "SA Transcripts" Tags: "GIFI, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:35

First Niagara Financial Group, Inc. (NASDAQ:FNFG)

Q2 2014 Earnings Conference Call

July 25, 2014 10:00 AM ET

Executives

Ram Shankar - IR

Gary Crosby - President and CEO

Greg Norwood - SVP and CFO

Analysts

Dave Rochester - Deutsche Bank

Bob Ramsey - FBR Capital Markets

Casey Haire - Jefferies

David Darse - Googeenheim

Matthew Kelly - Sterne Agee

Collyn Gilbert - Keefe, Bruyette & Woods

John Pancari - Evercore

David Polson - Axa

Presentation

Operator

Good morning and welcome to the First Niagara Financial Group’s Second Quarter Earnings Call. Your lines have been placed in listen-only until the question-and-answer session of today’s call. (Operator Instructions) This conference is being recorded and if you have any objections please disconnect at this point.

I would now like to turn the call over to Mr. Ram Shankar, Director of Investor Relations. You may begin.

Ram Shankar

Thank you, Wendy and good morning

Author: "SA Transcripts" Tags: "FNFG, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:34

Westmoreland Coal Company (NASDAQ:WLB)

Q2 2014 Earnings Conference Call

July 25, 2014 10:00 ET

Executives

Keith Alessi - Chief Executive Officer

Kevin Paprzycki - Chief Financial Officer

Analysts

Brett Levy - Jefferies

Lucas Pipes - Brean Capital

Matt Farewell - Imperial Capital

Bob Clutterbuck - Clutterbuck Capital

Evan Richert - Sidoti & Company

Alan Jacobs - Private Investor

Frank Duplak – Prudential

Presentation

Operator

Good morning, ladies and gentlemen and welcome to Westmoreland Coal Company’s Investor Conference Call. At this time, all telephone participants are in a listen-only mode. Following the formal presentation, instructions will be given for the question-and-answer session, which will be conducted by telephone. (Operator Instructions) As a reminder, this conference is being recorded today and a replay will be made available as soon as practical on the Investor portion of the Westmoreland website through January 26, 2015.

Management’s remarks today may contain forward-looking statements based on

Author: "SA Transcripts" Tags: "WLB, SA Transcripts"
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Date: Friday, 25 Jul 2014 20:30

I was motivated to research Booz Allen Hamilton (NYSE:BAH) for two reasons. I recently looked at another IT-oriented consulting company, Accenture (NYSE:ACN), and I'm really quite bullish on the broad consulting industry (both management and IT consulting) for the next 10-20 years. I also noticed that many of the companies I've been interested in recently are highly ranked on Joel Greenblatt's Magic Formula screener. I re-read his classic book, The Little Book That Still Beats The Market, and subsequently used the screener to find more quality businesses at reasonable prices. Booz Allen Hamilton popped up.

Business

Booz Allen Hamilton provides management consulting, technology and engineering services mainly to the US government (97% of revenue) in a variety of fields. The company was founded in 1914 by Edwin Booz, who is considered a pioneer of the management consulting industry, and the company enjoys the resulting brand and reputational benefits.

Author: "Brian Grosso" Tags: "BAH, Brian Grosso"
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Date: Friday, 25 Jul 2014 20:25

Symetra Financial Corporation (NYSE:SYA)

Q2 2014 Earnings Conference Call

July 25, 2014 11:00 a.m. ET

Executives

Tom Marra - President and CEO

Margaret Meister - EVP and CFO

Dan Guilbert - EVP, Retirement Division

Michael Fry - EVP, Benefits Division

Jim Pirak – SVP, Investor Relations s

Analysts

Jimmy Bhullar – JP Morgan

Humphrey Lee – UBS

Steven Schwartz - Raymond James Associates

Ryan Krueger – Keefe, Bruyette & Woods

Chris Giovanni – Goldman Sachs

Seth Weiss – Banc of America Merrill Lynch

Presentation

Operator

Good day, ladies and gentlemen and welcome to the Quarter Two 2014 Symetra Financial Corporation Earnings Conference Call. My name is Lucy and I'll be your operator for today. (Operator Instructions)

I’d now like to turn the call over to Jim Pirak, Senior Vice President for Investor Relations and Marketing. Please proceed.

Jim Pirak

Thank you. Good morning and welcome to Symetra Financial Corporation’s review

Author: "SA Transcripts" Tags: "SYA, SA Transcripts"
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