Oppenheimer Comments on Chromadex's Q4 2019 Earnings Results $CDXC

Chromadex (ticker: CDXC) reported Q4 2019 results yesterday. The following are comments from Oppenheimer analyst Brian Nagel:

Key Quotes from Chromadex's Q4 2019 Earnings Call $CDXC

Chromadex (ticker: CDXC) reported Q4 2019 results yesterday. The following are key earnings call quotes from CEO Rob Fried, CFO Kevin Farr and Executive Chairman Frank L. Jaksche:

Key Takeaways from Chromadex / Oppenheimer Meeting CDXC

Last week, Chromadex (ticker: CDXC) CEO Rob Fried and CFO Kevin Farr met with Oppenheimer analyst Brian Nagel in NYC. The following are Nagel's key takeaways:

Excerpts from B Riley's Report on Chromadex

B Riley published research on Chromadex (ticker: CDXC) in mid February. The following are some key excerpts:

Chromadex CEO's Presentation at the LD Micro Conference $CDXC

Chromadex (ticker: CDXC) CEO Rob Fried presented at the LD Micro Conference in LA on December 5th. The following is a transcript of his presentation (slides & webcast HERE):

Key Quotes from Chromadex's Q2 2018 Earnings Call $CDXC

Chromadex (ticker: CDXC) recently reported Q2 2018 earnings results and hosted an earnings call. Here are some key quotes from CEO Rob Fried:"

Questions for Incoming Chromadex CEO Rob Fried $CDXC

Incoming Chromadex (ticker: CDXC) CEO Rob Fried has graciously agreed to an interview in the coming weeks.

Hutchison China MediTech CEO Bullish on China Biotech (HCM)

Last month, Hutchison China MediTech (ticker: HCM) CEO Christian Hogg gave the following enlightening interview to CNBC (transcript below). I'll publish more on HCM soon:

Chromadex Management Makes its Case (CDXC)

At first glance, most investors would likely pass on Chromadex (ticker: CDXC). The stock has been largely flat for years.

Questions for Cogint Management $COGT

I'm scheduled to meet with Cogint (COGT) management today. They're in NYC for the Roth Conference.

Analyst Believes cogint Deal Points to Momentum in Data Business (IDI) $COGT

Barrington's James Goss reacted to today's Cogint (ticker: COGT) deal with a report entitled "Transformative Combination and Data Fusion Spin‐off to Create Two Public Stocks": Key excerpts:

Cogint CEO Bullish on Data Business (IDI) $COGT

cogint (COGT) announced a major transaction today. In an email, I asked CEO Derek Dubner to comment on the deal overall and specifically the data subsidiary (IDI soon to be spun off as Red Violet) which is believed to have enormous potential. Here's what he said:

Key Quotes from Cogint's Q2 2017 Earnings Call $COGT

Cogint (ticker: COGT) recently reported earnings results and hosted an earnings call (transcript). Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Key Excerpts from Analyst Reports Evaluating Cogint's Q2 Earnings Results $COGT

Cogint (COGT) reported Q2 earnings last week. The following are key excerpts from analyst reports evaluating the results:

Analyst Reacts to TransUnion Settlement

Earlier this week Cogint (COGT) announced a settlement agreement with TransUnion (TRU). Chardan analyst James McIlree had the following reaction:

Key Excerpts from Roth Capital Report on Cogint $COGT

Roth Capital initiated coverage of Cogint (ticker: COGT) last week. The following are key excerpts from William Gibson's report:

Analyst Reacts to Latest Short Attack on Cogint $COGT

Barrington's James Goss reacted to this week's short attack on Cogint (ticker: COGT) by reiterating his "Outperform" rating. Key excerpts from his report:

Key Quotes from Cogint's Q1 2017 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call (transcript) last week. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Analyst: Cogint "Q1 Better than Expected" $COGT

Chardan analyst James McIlree had the following to say about Cogint's (COGT) quarterly results released yesterday:

Key Quotes from Cogint's Q4 2016 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Cogint CEO @ Red Chip Conference: "We're Firing on All Cylinders" $COGT

Cogint (ticker: COGT) CEO Derek Dubner presented at the Red Chip Online Growth Conference yesterday. Below is a full transcript (key points underlined):

New Report on Cogint: "Fluent Maintains Momentum as idiCORE Takes Hold" $COGT

Barrington's James Goss published a new report today on Cogint (ticker: COGT) entitled "Q4 Preview: Fluent Maintains Momentum as idiCORE Takes Hold". Key excerpts:

Cogint CEO: "Q4 will reaffirm the execution of our business model" $COGT

I asked Cogint (ticker: COGT) CEO Derek Dubner about the state of the business entering 2017. Here's what he said:

New Report Discusses Cogint's Revenue & Margin Potential $COGT

Barrington's James Goss published a new report on Cogint (ticker: COGT) this week reiterating his "Outperform" and discussing recent developments. Key excerpt:

Investor Discusses Cogint's Earnings & the Path Forward $COGT

This is the latest in a series of articles on Cogint (ticker: COGT) from Jeff Geygan and his team at Global Value Research Company (articles one & two & three):

Key Quotes from Cogint's Q3 2016 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Cogint CEO Derek Dubner's Nasdaq Ceremony Speech (Transcript) $COGT $IDI

Yesterday, IDI (ticker: IDI) became Cogint (ticker: COGT) and moved to Nasdaq. CEO Derek Dubner summed up the opportunity ahead at a ceremony in NYC:

Reasons I Own IDI / Cogint ( $IDI $COGT )

I was recently asked to list some of the top reasons I own IDI (now Cogint) (ticker: IDI) (new ticker: COGT). Here's a shorter version of what I said:

Fund Manager Challenges Sinovac Buyout Offers (SVA)

In the days after receiving CFDA (China) approval for its "blockbuster" vaccine, Sinovac Biotech (ticker: SVA) (Interview) received not one but two buyout offers. One investor Heng Ren believes the offers are too low (published with permission):

10 Key Quotes from IDI's Earnings Call

IDI (ticker: IDI) reported earnings results and hosted its first earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

IDI - This Company Has Built a Profile on Every American Adult (Bloomberg)

Bloomberg BusinessWeek just published a fantastic article on IDI (ticker: IDI) entitled "This Company Has Built a Profile on Every American Adult". Here's the beginning:

Questions for IDI Management

IDI (ticker: IDI) reports earnings Monday -- followed by its first earnings call as the "new" IDI. Here are a few preliminary questions I have for management on the call:

New Analyst Report on IDI Sees Significant Upside $IDI

Barrington Research analysts James Goss and Patrick Sholl published a new report on IDI (ticker: IDI) today. Below are highlights (published with permission):

As IDI / TransUnion Settlement Talks Begin Portfolio Manager Remains Optimistic

Threshold Capital's Peter A Delgado II is bullish on IDI (ticker: IDI) and its core business. He's also optimistic about this week's scheduled settlement talks with TransUnion (ticker: TRU):

IDI CEO Provides Insight into Latest Acquisition

Yesterday, IDI (ticker: IDI) announced the acquisition of Q Interactive. In an email, CEO Derek Dubner was kind enough to discuss the merits of the deal:

IDI CEO Discusses the idiCORE Rollout

In late December, IDI (ticker: IDI) announced the beta version of its advanced data analytics platform idiCORE. At the time, the company planned full market rollout in 1Q16. In an email this week, CEO Derek Dubner said the following:

IDI and Fluent CEOs' Roth Investor Conference Presentation (Transcript)

IDI (ticker: IDI) and Fluent management presented at the 28th annual Roth Capital Conference yesterday. Below is a transcript of the presentation. This is the company's story in brief:

Fund Manager Expects a Big 2016 for IDI

In his latest quarterly investor letter published today, Threshold Capital's Peter Delgado II discusses his latest thoughts on IDI (ticker: IDI):

Is there a Better Model for Earnings and IR in the Age of Social Media?

It used to be Netflix (ticker: NFLX).

IDI - The Evolution of an Extraordinary Business $IDI

This is the latest in a series of excellent articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company (articles one & two). The following is published with permission:

Is Sinovac's EV71 Vaccine on the Verge of CFDA Approval? $SVA

In late September, I met with Chinese biopharma Sinovac Biotech (ticker: SVA). At the time, management said it expected CFDA approval for its novel EV71 vaccine by early 2016. The same was said on its November earnings call. So did the stock rally this week in anticipation?

EXCLUSIVE: IDI CEO on the “Transformational Transaction”, Dr. Frost, & the Path to Billions

In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysis) acquired digital marketing and customer acquisition firm Fluent.

IDI - Building An Extraordinary Business $IDI

This is the second in a series of substantive articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company. I'm publishing with permission:

Fund Manager Remains Bullish on IDI $IDI

In his latest quarterly investor letter, Threshold Capital's Peter Delgado discusses his latest thoughts on IDI (ticker: IDI) (published with permission):

Exclusive Interview: Chinese biopharma Sinovac (SVA) Makes a Compelling Case

Last week I met with management of Chinese small-cap Sinovac (ticker: SVA) while they were in New York for the Morgan Stanley Healthcare Conference. We spoke for almost an hour. Here’s the conversation in full (lightly edited):

The Bull Case for IDI ( $IDI )

Jay Thompson of SkyTides has written an exhaustive rebuttal to the recent short attack against IDI Inc (IDI). I encourage you to read it. As for IDI's future, Jay concludes with the following:

IDI - A Potent Legacy Advantage $IDI

Below is an excellent new piece on IDI Inc (IDI) from Jeff Geygan and his team at Global Value Research Company. They understand the IDI story as well as anyone. I'm publishing this with permission. Stay tuned for the next in their series:

Crisis IR in the Age of Social Media - IDI

Last week an anonymous blog post caused a mass exodus in shares of IDI Inc. (IDI).

Exclusive Interview: IDI Management Shreds Anonymous Blog Post, Buys Stock $IDI

Short sellers play an important role in any public equity market.

Questions for GigaMedia (GIGM) ???

I'm scheduled to meet with Taiwan-based online gaming and e-commerce company GigaMedia (ticker: GIGM) this week.

Exclusive Interview: IDI Inc. (IDI) Chairman is Bullish on the New Direction

As you will see below, Mike Brauser, the new Chairman of IDI Inc (IDI) (formerly Tiger Media) has enjoyed tremendous professional success.

He also happens to be a business partner of billionaire Dr. Phillip Frost.

Is There a Better Investor Relations Model in the Age of Social Media?

If you’re an investor you demand many things.

In his Latest Annual Letter, Warren Buffett Talks Investor Relations

Every year, famed investor Warren Buffett writes an annual letter to Berkshire shareholders.

10 New Ways Companies are Sharing their Earnings Call Key Messages

Once their earnings calls end, public company executives typically call it a day.

20 New Strategies Companies are Using to Engage Investors

Traditional investor relations practices alone are no longer enough.

Amazon CEO Discusses His Approach to Investor Relations

At the annual Business Insider conference recently, former sell-side analyst Henry Blodget asked Amazon (ticker AMZN) CEO Jeff Bezos about his investor relations strategy:

It’s Investor Conference Season. How Can IR Make Better Use of Them?

Investor conferences are often a waste of time.

Why Do Investor Relations Departments Continue to Experiment?

The race is on.

Without Earnings Call Q&A Questions, Should Public Companies Scrap Future Earnings Calls?

After analyzing thousands of earnings calls, three university professors concluded that public companies risk stock price declines if few or no questions are posed during earnings call question-and-answer sessions (Q&As):

Investor Relations Departments are Engaging Investors in MANY New Ways

Without a standard model for how to engage investors online public companies and their IR departments have been experimenting. 

Key Quotes from Tiger Media’s Q4 2013 Earnings Call & A Comment (IDI)

Yesterday, Tiger Media (ticker: IDI) reported Q4 2013 earnings results. Their earnings call provided a variety of updates. Here are some key quotes from CEO Peter Tan (and a concluding comment):

Tiger Media: The Pros Preach Patience (IDI) $IDI

Tiger Media (ticker: IDI) investors are impatient. 

How Are Public Companies Responding to Online Investor Attacks?

One of the biggest challenges facing public companies is how to respond when blindsided by an unexpected article, research report or blog post questioning their business.

A Key IR Development of 2013: CEOs Playing a Bigger Role

Over the years, the Internet has slowly but surely transformed the investor relations industry.

U.S. Billionaire Dr Frost Comments on Tiger Media (IDI)

US Billionaire Dr. Philip Frost conducted an interview today at The Street Sweeper. Here are his comments about Tiger Media (IDI):

Tiger Media – Addressing Concerns, Signs of Progress (IDI)

I’ve written extensively (here and here) about the unfolding turnaround story that is China small-cap Tiger Media (ticker: IDI).

EXCLUSIVE: New CFO Makes Bull Case for Century 21 China (CTC)

Last week IFM Investments ("Century 21 China") (ticker: CTC) hired Steve Ye as its new CFO.

An IRO's 5-Point Plan for Re-Building Investor Trust

Small-cap online games company GigaMedia (ticker: GIGM) has been struggling for many years. The stock is trading at all-time lows. Management has been repeatedly replaced. And investors long ago headed for the exits.

Is the Investor Relations Industry in Trouble? Not Necessarily

Awhile back I invested in a small-cap Chinese company.

To compensate for the company’s limited investor relations efforts I initiated some of my own.

Key Takeaways from Tiger Media’s Earnings Call -- IDI $IDI

I first wrote about Tiger Media (IDI) back in July after meeting management in Shanghai.

Remember Ivax? Know Opko? Billionaire Dr Frost Now LOVES a China Small-Cap (My Meeting w/ Tiger Media Mgmt)

US billionaire Dr. Phillip Frost has an exceptional track record.

Most Popular Posts

Over 3 years ago I launched this blog to document my latest thoughts on the financial content space, social media and investor relations. 

What Did the SEC Mean? CEOs Don’t Care, Embrace Social Media More than Ever

The SEC has acted again -- and there’s much debate about what they meant.

6 Ways to Increase Investor Engagement During Earnings Season

Here they are…

How Can Sponsored Content Be Used to Reach Potential Investors?

In one way or another we’ve all been exposed to Buzzfeed. They’re masters of producing viral content that spreads quickly around the web (think: pictures of cute cats).

A Great IR Opportunity for Small-Cap CEOs

Every night, Jim Cramer interviews public company CEOs for his popular CNBC TV program Mad Money. These short segments are remarkably substantive and consistently actionable.

But for the most part, the CEOs interviewed run large-cap public companies.

The Future of the Financial Content Space -- Investor Relations Pros Hold all the Cards

As a small-cap fund manager I’m always on the hunt for new ideas. Typically these ideas arise from quarterly earnings calls of companies in my area of expertise.

TheStreet.com – The Next Social Media Powerhouse?

A couple of weeks ago Josh Brown AKA “The Reformed Broker” penned a decisive 10-point turnaround plan for TheStreet.com. TheStreet’s new management team would be wise to take note.

Major Milestone for StockTwits, Investor Relations and Social Media

During yesterday's FedEx (FDX) earnings call, Investor Relations Director Mickey Foster said something remarkable:

Investor Relations and Social Media – It’s All about the Platform

For some time, there’s been a recurring meme suggesting that investor relations pros are to blame for their industry’s painfully slow embrace of social media. The meme goes that social media has transformed many businesses -- but because IR pros have been so concerned about the potential dangers they’ve chosen to sit on the sidelines.

This is only a small part of the story. 

Crisis Investor Relations in the Age of Social Media

So often lately, public companies have been under attack. Most of these attacks have been directed at Chinese companies publicly-traded on US stock exchanges.

Warren Buffett Reveals New Twist to his Optimal Investor Relations Strategy

During the Q&A portion of last week's Business Wire event, famed investor Warren Buffett discussed his investor relations strategy as CEO of publicly-traded Berkshire Hathaway (BRK-A). While much of his strategy is well known, he did recommend a novel approach that would complement traditional IR communications efforts. Here are some key quotes from the event:

Will Netflix CEO Hastings usher in a new era for online finance, investor relations & social media?

Netflix CEO Reed Hastings is a remarkable entrepreneur. He founded a DVD-by-mail business in the late ‘90s that now boasts 25+ million subs and is disrupting the media and entertainment industries.

But similarly impressive and yet possibly overlooked is how he’s provided a blueprint for the future of online finance, investor relations, and social media. It’s not farfetched to conclude that Hastings’ latest actions will be the catalyst for a new way in which public companies court investors online.

Public Companies Continue to Embrace Social and Transparency

As earnings season comes to a close, public companies continue to demonstrate an increasing focus on using their earnings calls to be more social, interactive, and transparent. The following are some recent examples:

Forget Twitter and Facebook! 3 Actionable Social Media Opportunities for IR Pros in 2011

A couple of weeks ago, an investor relations pro wondered why IR has been slow to adopt social media and what can be done to “move things forward”. He exhorted the IR industry, saying, “for progress to be achieved in investor relations in social media, monitoring is not enough. Engagement is necessary — and all members of the financial community should take part.”

The Coming Social Revolution in Online Finance

The online social media revolution of the last 5+ years has touched nearly every facet of society with one glaring exception: Open and direct online conversation between public company executives and equity investors remains minimal.

But as 2010 comes to a close, change is afoot. Public company executives are taking aggressive steps to improve and increase their online and offline investor engagement. They’re choosing novel ways of expanding the reach of their message, especially online.

These moves suggest that social media could finally play the transformative role public companies and investor relations reps have been anticipating for some time and thereby usher in a new age of transparency. This should be welcome news for investors.

Public Companies Shifting Investor Relations Tactics to be More Social and Transparent

As earnings season comes to a close it’s become increasingly apparent that public companies are focusing more heavily on their investor relations (“IR”) efforts. What explains this phenomenon? With so much volatility in the stock market, fear of another crash, and so-called “experts” proclaiming the death of “buy and hold”, management teams are experiencing a more challenging environment in which to appeal to the much coveted long-term oriented institutional investor. But while public companies’ more aggressive IR efforts are understandable the strategy being employed is somewhat surprising.

Investor Relations & Social Media -- A Bust?

It's now mid-2010. And still, investor relations (“IR”) professionals are largely avoiding use of social media. Yet, the topic of social media has not only dominated IR discussion for what seems like an eternity but it’s also widely considered -- especially among IR pros -- an essential online tool for investor communications. Is there a good explanation for this -- so much talk and so much praise, but so little action?

Individual Investors Play Crucial Role in Ares-Allied Merger

5 Ways Public Companies Can Take Investors Home

With all the new opportunities they have to engage investors on various social media platforms (discussed here and here), public companies remain somewhat focused on driving traffic back to their own corporate websites.