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Should You Hold RCM Technologies (RCMT)?

Deep Sail Capital, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund returned 3% net of fees while averaging 78% net long exposure. As of June 2023, the fund’s net return was 21.3% while averaging 76% net long exposure. […] ....

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Snap-on Incorporated (NYSE:SNA) Q2 2023 Earnings Call Transcript

Snap-on Incorporated (NYSE:SNA) Q2 2023 Earnings Call Transcript July 20, 2023 Snap-on Incorporated beats earnings expectations. Reported EPS is $4.89, expectations were $4.58. Operator: Good morning, and welcome to the Snap-on Incorporated 2023 Second Quarter Results Conference Call. All participants will be in a listen-only mode for the duration of the call. [Operator Instructions]. Please […] ....

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Several Headwinds Impacted ADTRAN Holdings (ADTN) in Q2

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” second-quarter 2023 investor letter, a copy of which can be downloaded here. In the second quarter, the portfolio gained +1.7% (net) lagging behind R2000V’s +3.2% gain and R2500V’s +4.4% increase. In the quarter, quality factors were under pressure. In addition, please check […] ....

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