reports
- Dave Nicoski
- Ross LaDuke
PBF PBF ENERGY INC. CLASS A
NFG NATIONAL FUEL GAS COMPANY
LVS LAS VEGAS SANDS CORP.
LIVN LIVANOVA PLC
PLNT PLANET FITNESS INC. CLASS A
INGR INGREDION INCORPORATED
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
FE FIRSTENERGY CORP.
FARM FARMER BROS. CO.
ESRT EMPIRE STATE REALTY TRUST INC. CLASS A
DTE DTE ENERGY COMPANY
CVX CHEVRON CORPORATION
CVI CVR ENERGY INC.
CME CME GROUP INC. CLASS A
BXP BOSTON PROPERTIES INC.
APA.. APA CORP.
FDP FRESH DEL MONTE PRODUCE INC.
MUR MURPHY OIL CORPORATION
FI FRANK'S INTERNATIONAL NV
NR NEWPARK RESOURCES INC.
LW LAMB WESTON HOLDINGS INC.
BTU PEABODY ENERGY CORPORATION
XFOR X4 PHARMACEUTICALS INC
STNG SCORPIO TANKERS INC.
DSSI DIAMOND S SHIPPING
NEX NEXTIER OILFIELD SOLUTIONS INC.
SFL SFL CORPORATION LIMITED
ARCH ARCH RESOURCES INC. CLASS A
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
USB U.S. BANCORP
CBD.N COMPANHIA BRASILEIRA DE DISTRIBUICAO GRUPO PAO DE ACUCAR PREF ADS
WU WESTERN UNION COMPANY
VIAV VIAVI SOLUTIONS INC
UFS DOMTAR CORPORATION
GEIA SL GREEN REALTY CORP.
SHOO STEVEN MADDEN LTD.
POST POST HOLDINGS INC.
PNW PINNACLE WEST CAPITAL CORPORATION
ORI OLD REPUBLIC INTERNATIONAL CORPORATION
NWBI NORTHWEST BANCSHARES INC.
LNT ALLIANT ENERGY CORP
KRC KILROY REALTY CORPORATION
IEP ICAHN ENTERPRISES L.P.
IBKR INTERACTIVE BROKERS GROUP INC. CLASS A
HURN HURON CONSULTING GROUP INC.
PU6D HSBC HOLDINGS (ADR)
HII HUNTINGTON INGALLS INDUSTRIES INC.
GWB GREAT WESTERN BANCORP INC.
ESRT EMPIRE STATE REALTY TRUST INC. CLASS A
EQR EQUITY RESIDENTIAL
E.N ENI S.P.A. ADS
COLB COLUMBIA BANKING SYSTEM INC.
K3PD CHINA MOBILE LTD.
BXP BOSTON PROPERTIES INC.
BMO. BANK OF MONTREAL
BKU BANKUNITED INC.
BAP. CREDICORP LTD.
NTUS NATUS MEDICAL INCORPORATED
AVA AVISTA CORPORATION
AL AIR LEASE CORPORATION CLASS A
ADP AUTOMATIC DATA PROCESSING INC.
BCE. BCE INC.
AWI ARMSTRONG WORLD INDUSTRIES INC.
WTS WATTS WATER TECHNOLOGIES INC. CLASS A
BRK.B BERKSHIRE HATHAWAY INC. CLASS B
AZPN ASPEN TECHNOLOGY INC.
CNA CNA FINANCIAL CORPORATION
KO COCA-COLA COMPANY
MWA MUELLER WATER PRODUCTS INC. CLASS A
NSA NATIONAL STORAGE AFFILIATES TRUST
POR PORTLAND GENERAL ELECTRIC COMPANY
PRA PROASSURANCE CORPORATION
VMI VALMONT INDUSTRIES INC.
XYL XYLEM INC.
K3ED CHINA TELECOM CORP. LTD.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
ICI ICANDY INTERACTIVE
STBA S&T BANCORP INC.
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
SMPL SIMPLY GOOD FOODS CO
CWK CUSHMAN & WAKEFIELD PLC
KTB KONTOOR BRANDS
TT TRANE TECHNOLOGIES PLC
- Michael Wong
Morningstar | Empire State Realty Trust Reports Tepid 1Q Earnings; Mai...
Empire State Realty Trust provided mixed first-quarter results, with encouraging re-leasing spreads offset by soft observatory demand. However, we saw little in this quarterly report to alter our long-term thesis and consequently expect to maintain our $17 per share fair value estimate for the no-moat-rated company. Core funds from operations was $0.19 in the first quarter compared with $0.20 a year ago. This slight decline was largely driven by a 3% decrease in observatory revenue compared with...
- Michael Wong
Empire State Realty Trust Reports Tepid 1Q Earnings; Maintaining FVE
Empire State Realty Trust provided mixed first-quarter results, with encouraging re-leasing spreads offset by soft observatory demand. However, we saw little in this quarterly report to alter our long-term thesis and consequently expect to maintain our $17 per share fair value estimate for the no-moat-rated company. Core funds from operations was $0.19 in the first quarter compared with $0.20 a year ago. This slight decline was largely driven by a 3% decrease in observatory revenue compared with...
- Michael Wong
Morningstar | Empire State Realty Trust Continues to Redevelop Its Por...
While Empire State considers itself a hybrid of Class A and Class B office and retail space, property pricing we’ve seen over its short-lived time as a public REIT skews toward the latter. The company has one of the best-positioned balance sheets in the REIT space, but we’re fearful that the company might have missed its opportunity as supply increases, developments become costlier, and cap rates are near all-time lows. Further, the company has shown little evidence that would paint the pict...
- Michael Wong
Empire State Realty Trust Continues to Redevelop Its Portfolio
Empire State Realty Trust’s fourth-quarter and full-year 2018 were reasonably in line with our expectations, and we expect to maintain our $17 per share fair value estimate and our no-moat rating for the company. Core funds from operations grew 2.1% as the company continues to execute on its strategy of vacating and redeveloping class B spaces to generate higher rent per square foot. Recent evidence continues to support the company’s vision, as year-over-year occupancy declined 80 basis poin...
- Michael Wong
Empire State Realty Trust Reports Decent 2018, Maintaining Fair Value ...
Empire State Realty Trust’s fourth-quarter and full-year 2018 were reasonably in line with our expectations, and we expect to maintain our $17 per share fair value estimate and our no-moat rating for the company. Core funds from operations grew 2.1% as the company continues to execute on its strategy of vacating and redeveloping class B spaces to generate higher rent per square foot. Recent evidence continues to support the company’s vision, as year-over-year occupancy declined 80 basis poin...
- Michael Wong
Morningstar | Empire State Realty Trust Is a Class B Turnaround Story
While Empire State considers itself a hybrid of Class A and Class B office and retail space, property pricing we’ve seen over its short-lived time as a public REIT skews toward the latter. The company has one of the best-positioned balance sheets in the REIT space, but we’re fearful that the company might have missed its opportunity as supply increases, developments become costlier, and cap rates are near all-time lows. Further, the company has shown little evidence that would paint the pict...
- Michael Wong
Empire State Realty Trust Is a Class B Turnaround Story
Empire State Realty Trust reported a reasonable third quarter that met our bottom-line expectations, and we are maintaining our $17 fair value estimate and our no-moat rating for the company. The key factor behind Empire State Realty Trust’s results is the company’s planned redevelopments. The company is declining to renew leases on fractured office floors for the purpose of creating more consolidated spaces, which it hopes will eventually be more desirable to better tenants. We were encoura...
- Michael Wong
Morningstar | Empire State Realty Trust Meets Expectations While Redev...
Empire State Realty Trust reported a reasonable third quarter that met our bottom-line expectations, and we are maintaining our $17 fair value estimate and our no-moat rating for the company. The key factor behind Empire State Realty Trust’s results is the company’s planned redevelopments. The company is declining to renew leases on fractured office floors for the purpose of creating more consolidated spaces, which it hopes will eventually be more desirable to better tenants. We were encoura...
- Michael Wong
Empire State Realty Trust Meets Expectations While Redeveloping Portfo...
Empire State Realty Trust reported a reasonable third quarter that met our bottom-line expectations, and we are maintaining our $17 fair value estimate and our no-moat rating for the company. The key factor behind Empire State Realty Trust’s results is the company’s planned redevelopments. The company is declining to renew leases on fractured office floors for the purpose of creating more consolidated spaces, which it hopes will eventually be more desirable to better tenants. We were encoura...
- Michael Wong
Morningstar | Empire State is focusing on opportunities beyond its lan...
While Empire State considers itself a hybrid of Class A and Class B office and retail space, property pricing we’ve seen over its short-lived time as a public REIT skews toward the latter. The company has one of the best-positioned balance sheets in the REIT space, but we’re fearful that the company might have missed its opportunity as supply increases, developments become costlier, and cap rates are near all-time lows. Further, the company has shown little evidence that would paint the pict...
- Michael Wong
Empire State is focusing on opportunities beyond its landmark skyscrap...
While Empire State Realty Trust's ongoing redevelopments slightly damped second-quarter results, we believe it is too early to assess whether the improvements will be successful, so we are keeping our $17 fair value estimate and no-moat rating intact. The company posted $0.24 per share in funds from operations, a penny less than we expected, and cash net operating income (excluding observatory NOI) grew 2.7%. The slight FFO miss is attributable to the firm receiving 3% less rental revenue than e...
1 director bought
A director at Empire State Realty Trust Inc bought 4,500 shares at 16.189USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...
- Brad Schwer
Morningstar | Planned Redevelopments Continue to Drag on Empire State ...
While Empire State Realty Trust's ongoing redevelopments slightly damped second-quarter results, we believe it is too early to assess whether the improvements will be successful, so we are keeping our $17 fair value estimate and no-moat rating intact. The company posted $0.24 per share in funds from operations, a penny less than we expected, and cash net operating income (excluding observatory NOI) grew 2.7%. The slight FFO miss is attributable to the firm receiving 3% less rental revenue than e...
- Brad Schwer
Planned Redevelopments Continue to Drag on Empire State Realty Trust's...
While Empire State Realty Trust's ongoing redevelopments slightly damped second-quarter results, we believe it is too early to assess whether the improvements will be successful, so we are keeping our $17 fair value estimate and no-moat rating intact. The company posted $0.24 per share in funds from operations, a penny less than we expected, and cash net operating income (excluding observatory NOI) grew 2.7%. The slight FFO miss is attributable to the firm receiving 3% less rental revenue than e...
- Brad Schwer
Empire State Reports 1Q Earnings; New Observatory Entrance Should Open...
There was little in no-moat-rated Empire State Realty Trust’s first-quarter results that would alter our long-term view of the company, and we are maintaining our $17 fair value estimate. The company posted first-quarter funds from operations per diluted share of $0.20, a 5% decrease compared with the same period a year ago. The quarter finished with occupancy of 88.1%, down 150 basis points sequentially. While we don’t put too much emphasis on quarterly moves in occupancy, it’s apparent t...
Empire State Realty Trust Announces First Quarter 2018 Results
NEW YORK--(BUSINESS WIRE)-- Empire State Realty Trust, Inc. (NYSE:ESRT) (the "Company"), a real estate investment trust with office and retail properties in Manhattan and the greater New York metropolitan area, today reported its operational and financial results for the first quarter of 2018. “We continued to execute our long-term strategy to consolidate, redevelop and re-lease space to larger, higher credit quality tenants at higher rents and create long-term value for shareholders. During the quarter, we leased approximate...
Empire State Realty Trust Announces Dates for First Quarter 2018 Earni...
NEW YORK--(BUSINESS WIRE)-- Empire State Realty Trust, Inc. (NYSE:ESRT) (the “Company”) today announced that it will release its first quarter 2018 financial results on Wednesday, April 25, 2018 after close of markets on the New York Stock Exchange. A conference call will be held on Thursday, April 26, 2018 at 8:30 a.m. Eastern Time. During the conference call, the Company’s officers will review first quarter performance, discuss recent events and conduct a question-and-answer period. The earnings release and supplemental ...
Empire State Realty OP, L.P. Announces Availability of Annual Report
NEW YORK--(BUSINESS WIRE)-- Empire State Realty OP, L.P. (NYSE Arca: ESBA; OGCP; FISK) (“ESROP”) announced that its 2017 Annual Report on Form 10-K (the “Annual Report”), which was filed with the Securities and Exchange Commission (“SEC”) in February 2018 and since then has been publicly available on the websites described below, is also available to be sent free of charge in paper copy to any unitholder on request to Empire State Realty OP, L.P., Attention: Investor Relations, 111 West 33rd Street, 12th Floor, New York, New York 1012...
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