The London Company International Equity Portfolio Q1 2026 Commentary

Seeking Alpha - Tue, 04/28/2026 - 20:35

McDonald's: Value Strategy Holds, But Not A Q1 Catalyst

Seeking Alpha - Tue, 04/28/2026 - 20:34

Nickel Industries Limited 2026 Q1 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 04/28/2026 - 20:30

EON outlines Virtus-backed 92-well program with first 3 horizontals expected to start drilling in June

Seeking Alpha - Tue, 04/28/2026 - 20:24

McDermott International: On A Good Trajectory, Shares Remain Deeply Discounted

Seeking Alpha - Tue, 04/28/2026 - 20:20

FitLife Will Need To See Real Progress To Remain In Our Portfolio

Seeking Alpha - Tue, 04/28/2026 - 20:15

Varonis signals $814M-$845M 2026 total SaaS ARR, raising outlook after Q1 start

Seeking Alpha - Tue, 04/28/2026 - 20:14

Masco: Now Is Not The Time To Turn Bullish Yet

Seeking Alpha - Tue, 04/28/2026 - 20:04

Brixmor forecasts 2026 FFO of $2.34-$2.37 as same-property NOI growth guidance rises to 4.75%-5.5%

Seeking Alpha - Tue, 04/28/2026 - 20:02

F5 signals FY 2026 revenue growth of 7%-8% while outlining $16.25-$16.55 non-GAAP EPS outlook

Seeking Alpha - Tue, 04/28/2026 - 19:53

Porch targets $103M-$109M 2026 adjusted EBITDA as it raises revenue outlook to $495M-$507M

Seeking Alpha - Tue, 04/28/2026 - 19:52

Alexandria reaffirms $6.40 2026 FFO midpoint while targeting $2.9B of dispositions amid 87% year-end occupancy outlook

Seeking Alpha - Tue, 04/28/2026 - 19:52

Edison reaffirms 2026 core EPS $5.90-$6.20 while targeting $38B-$41B capital plan through 2030

Seeking Alpha - Tue, 04/28/2026 - 19:52

Costar raises 2026 adjusted EBITDA outlook to $780M-$820M while targeting residential segment profitability in Q2 2026

Seeking Alpha - Tue, 04/28/2026 - 19:52

Edison International 2026 Q1 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 04/28/2026 - 19:52

Rates Spark: It's Jay's Day

Seeking Alpha - Tue, 04/28/2026 - 19:50

Rogers forecasts Q2 adjusted EPS of $0.90 to $1.10 with adjusted EBITDA margin at 17.7% midpoint

Seeking Alpha - Tue, 04/28/2026 - 19:43

Alluvial Fund Q1 2026 Letter To Partners

Seeking Alpha - Tue, 04/28/2026 - 19:40

Omnicom outlines $900M 2026 synergies and plans to finish $5B buyback by April 2027

Seeking Alpha - Tue, 04/28/2026 - 19:32

Sun Communities forecasts 2026 core FFO per share of $6.87 to $7.07 as North America same-property NOI target moves to ~4.7%

Seeking Alpha - Tue, 04/28/2026 - 19:32

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