By Paul Sankey
Published on November 29, 2024 at 10:35 AM
If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two …
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By Paul Sankey
Published on August 8, 2024 at 9:27 AM
Looking forward to today Happy Hour 4pm Eastern Time (ET) today talking to former XOM engineer and Citadel Portfolio manager, partner Greg Bordelon on open mic – join and we can get some views – group therapy – from major investors. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-paul-sankey-greg-bordelon-interest-form-5/ By Zoom, after the last major event in track & field today . Track and Field Gold Medals today ET: Source: Google ~ Bloomberg 8/8/24 JPMorgan Says Three Quarters of Global …
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By Paul Sankey
Published on June 25, 2024 at 8:31 AM
Subject to confirmation, this week Happy Hour we have Uzi Yemin, Chairman of Delek USA refining, from Tel Aviv with an update on all things Middle East and refining. With Frank Kelly last week we are on a geopolitical run. Presidential “debate” incoming (June 27th after Uzi). I am valiantly trying to move summer Happy Hour to around 1pm, to allow people their Thursday evening activities. We will confirm Uzi shortly. ~ Weekly video from …
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