#investorrelations

Of course being replaced by ai is not impossible, and obviously scary, yet hilarious to think about our executives regurgitating data organized by ai because they won’t even know what’s incorrect.

bp’s leadership and culture is broken. As an employee, I have lost all trust and faith in our c-suite and board of directors. Just imagine how all this looks to institutional investors. At some point they’re going to take their money and invest it with a company that shows it is stable and trustworthy. We are just too much of a risk right now. It feels like we’re living in a reality tv show - the Real Executives of Big Oil. Fire them all and start from scratch. Or just sell the company off.

Below nineteen it closed, a sad IPO echo,
Back to 2017, where the glory days go.
Pega verdict overturned—dreams dashed on the floor,
Yet they strut into NYC, begging for more.
Investor Day dawns with AI sparkle and spin,
Denial in full bloom: “We’re totally gonna win!”
No prudent path, no debt-payoff pause,
They’re buying back stock without good cause.
Double down, dear Appian, on that futile crusade—
Process and copium, the legacy parade!
The glory days over, the chart in full rust…
Tomorrow’s the show—enjoy the last thrust!

AT&T continues downward run, marks seven-session losing streak
May 11, 2026, 4:01 PM ET -- AT&T Inc. : Jay Mehta, SA News Editor. [ Seeking Alpha ].

Shares of AT&T closed down 1.21% at $24.86 on Monday, marking the telecom giant’s seventh consecutive losing session.

The stock has fallen about 3.7% over the past six sessions, underperforming the broader S&P 500 Index, which gained 2.6% during the same period. Despite the recent weakness, AT&T shares remain up about 0.8% so far in 2026, though they have lagged the benchmark index’s 8.1% advance this year.

Some analysts are pointing to the telecom sector’s capital-intensive business model as a key concern. Bearish commentary has focused on a 19% year-over-year decline in free cash flow to $2.5 billion, as capital expenditures rose to $5.1 billion amid continued fiber network expansion. Critics have also highlighted a 25% drop in legacy copper-based revenue and net debt of $126.4 billion, which pushed leverage to 2.71x, above the company’s long-term target of 2.5x.

Meanwhile, Seeking Alpha’s Quant Ratings maintained a Hold rating on the stock with a score of 3.44 out of 5. The company received an A+ grade for profitability, while its growth and momentum metrics were rated D and C−, respectively.

On the bullish side, Seeking Alpha analyst Sensor Unlimited reiterated a Buy rating on AT&T, citing its first-quarter 2026 results and fiber-first strategy. The analyst pointed to growth catalysts, increasing share repurchases, and capital allocation flexibility, noting that buybacks exceeded dividends for the first time and lifted total shareholder yield above 8%.

Similarly, Seeking Alpha analyst The Investment Doctor maintained a constructive view on AT&T’s senior securities, highlighting the company’s stable financial performance and strong coverage ratios. The analyst noted that preferred shares yield between 6% and 6.5% with a payout ratio below 1%, while baby bonds, including AT&T 5.35% Global Notes due 2066 (TBB), may offer a more favorable risk-reward profile for certain investors.

Overall, both Wall Street analysts and Seeking Alpha analysts remain broadly bullish on AT&T, maintaining Buy ratings despite near-term pressure on the stock.

https://seekingalpha.com/news/4590653-at-and-t-continues-downward-run-marks-seven-session-losing-streak

Board, I know you are meeting tomorrow. This trend has to stop. Whatever polish this ELT tries to put on it, you need to hold them accountable.

YTD, PSX is up 36% while MPC is up 55%
1 year, PSX is up 58% and MPC is up 67%

Chemicals is up 70% YTD so we can’t blame CPChem.

The strategy is not working and you need to evaluate the break up scenario. The street is not buying the story and you continue to receive a conglomerate discount. Stop fighting with Elliott and start working constructively with them.

Any guesses on just how much more catastrophically awful it’ll be than you’re currently imagining?

IBM is facing a lawsuit. The suit alleges racially discriminatory layoffs. It claims Black executives were targeted. This raises questions about IBM's diversity and governance. The case could impact investor perception and client relationships.

https://finance.yahoo.com/markets/stocks/articles/ibm-lawsuit-over-black-executive-211421488.html

https://www.reuters.com/sustainability/sustainable-finance-reporting/mattel-investor-asks-ceo-consider-go-private-or-sale-toy-demand-weakens-2026-05-08/

From his role as CEO in the coming investor call. JP will be announced as new CEO effective Q1 FY2027. Stay tuned.

What is the factual info behind the rumor of an August round of layoffs? Is this as a folllow on from investor day / Elliot Management changes?

https://investors.optimum.com/

In bewilders me how Humana gets away with the extreme various ways they try to manipulate investors instead of simply focusing on the mission of providing better (and more cost effective) strategies and services to its members.

I believe, in an attempt to raise investor expectations as to the stock price and earnings per share, they manipulate the stock price by buying back their own stock, have other corporations to temporarily buy their stock, and probably (possibly) pay off financial new’s journalists and financial analyst pundits to say they believe Humana’s future stock will raise to such and such.

I just hope the investors and potential investors are wise and discerning enough to not take news articles and temporary stock price spikes at face value. But instead do some digging and exhaustive research analysis of their own.

It is my belief that Humana, and Medicare Advantage, are treading water, buying time, with the knowledge that the good business days are numbered and the end is only a couple to a few years out (maybe five years, at most).

https://ca.finance.yahoo.com/news/oracle-layoff-reports-put-ai-140359566.html

that the years you spent mapping your career can be taken from you in minutes because a hostile investor decides they’d rather you not have a job so that they can buy a bigger boat?

That’s Medtronic in 2026.

He admits he stayed too long in the stock, thought EH turn around plan was solid, had high hopes

He now realizes he was wrong

All investors have a timeline and then they lose patience, take the loss and move on

Should we do the same, that espp hurts being down 50%..in some cases much more

In essence, it's either going down more, or will never recover, even if it does, it will take long, better to realize the loss and put the remainder into something that actually performs

I was reading the WSJ about Elon Musk and found this interesting:

“For Musk, that (his management philosophy) means latching on to one or two existential issues and riding them week after week.

“I used to sit in those meetings, saying I’m pretty dang sure that our competitors’ CEOs are not sitting in these weekly engineering reviews and not driving their companies as fast,” McNeill said. “Therefore we’re compounding an advantage against them.”

This is one of our issues: the most senior leaders at PSX show little to no interest in the existential issues that result in our underperformance. And they certainly are not willing to sit through meetings to help ensure that the issues are being worked. In fact, they struggle to stay awake during 30 and 60 minute meetings on issues of performance and ensuring priorities are being worked. Instead, they spend time having dinner with investors and the board.

Ever heard of a corpse stinking so bad that the vultures give up and fly away?

Wul talking more b4ll today. Says Employees are great but doesn't says he doesn't pay them. Says his going to turn around the share price or break the company up.

Next is investor day in June, buys him a qtr. Betting all his hopes on Hogan and AI generating loads of SAAS revenue.

Hopefully, we can deliver the quantification of the message and sell the message and get the message received and people buy the stock and the stock goes up. If that doesn't happen, I know there's breakup value here that's above and beyond where we have today. And it's been public. We've had different suitors and they've leaked stuff.

The breakup value is there today. I'd like to get it to a different level. I'm not saying never, but I am saying today, I've got great assets, great footprint, great people, great trajectory, great direction, and I want to give our people a chance, and we're generating cash. we're going to stabilize the revenue profile. And I think Investor Day will be a great day to show how that picture really frames out. But I'm also a realist. If the play doesn't work, we're going to change the play and how to get value for all of us as investors if we have to change the play

Brace yourselves people, put on your big boy pants because if you thought the last 3 years were rough budget wise internally since Investor Day 2023, get ready for the wallets to be even tighter than they were the last 3 years…..can’t make this stuff up. The stock is almost at it’s all-time high range so these people can’t lose any steam and traction. They want to promise Wall Street even more greed

https://s205.q4cdn.com/565046976/files/doc_events/2026/Feb/25/L3Harris-2026-Investor-Day-Presentation.pdf

Dude is such a goober. His loyalty/praise can be bought with a steak dinner and a thermos with your logo on it. Should you fly him out to a print show or investor event, he’ll even provide strategic guidance (see his comments RE: Kyocera & XRX). RS might be a bigger fraud than SB… Psych, Bandywise is the scam artist GOAT!

Don't dismiss why Jana Partners is taking a position.

1. Speed - let's be honest, Fiserv has become a slow company from a client view.
2. Growth - you can't cut your way to prosperity, growth requires prioritization, focus and execution. Sadly every thing at Fiserv is a priority therefore nothing is. Best example is Toast - unheard of five years ago, today completely pushed Clover out of restaurants.
3. Too much expensive management who seems themselves as the center of the universe vs the inverter pyramid where the people who do the work are at the top of the pyramid.
4. Arrogance - you can't treat investor, clients and employees the way you are and think all will be well.

CEO Andy Jassy faces criticism for a perceived lack of investor communication and strategic vision, especially concerning the return on heavy AI investments, leading some to call for leadership change.

Happy former 30 year employee and current interest is only as an investor. Verizon needs to become a pure play Consumer focused company Wireless/Internet. Parts are worth more than the sum. Verizon Business would be one example. Sell it and other lower margin businesses to PE markets. Regulated side is more difficult to divest due to the obvious reasons.

Does anybody know what advantage is to the company by changing the stock ticker from PSX to PTC?

Smart minds would bet they had to keep market cap (stock price) at certain point due to covenants in divestiture. Otherwise deal would have been off table. Board needs to start acting like a board

https://www.unitedhealthgroup.com/investors.html

"The decision to step away from a stock in the middle of a transformational transaction can be as revealing as a new stake. Frontier is deep into its pending acquisition by Verizon, a deal that was announced more than a year ago and aims to accelerate fiber rollout and reshape the company’s competitive position. Yet even with record operational momentum—including 25% year-over-year consumer fiber broadband revenue growth and 133,000 quarterly fiber net adds—the uncertainty surrounding regulatory approval, capital intensity, and integration risk may be prompting some managers to de-risk exposure."

https://finance.yahoo.com/news/investor-exits-3-4-million-172230032.html

i'm not sure who leon cooperman is but he doesn't seem like a fan

Update following 3Q earnings (1year returns) and an updated investor presentation:

Delek 142%
VLO 32%
MPC 30%
PBF 25%
PSX 13%

The management team documented headcount reductions at Investor Day and the materials are on investor.bankofamerica.com - read it for yourself.

https://d1io3yog0oux5.cloudfront.net/_921b404bf18d5836995d3afa5c212c04/bankofamerica/db/968/10447/file_upload/BofAInvestorDay_FullPresentation_Final.pdf

Page 61 (stamped 39) shows a clear and significant push reduction in headcount. The slide is titled “Continue to Drive Growth and EFFICIENCY thru strategic investments…”. Watch any interview with Brian (Maria Bartoromo for example) and he avoids the question on headcount reductions from our investments in AI. The presentation signals to investors headcount cuts are coming and of course just how wonderful the management team is doing. We lag peers on EVERY meaningful metric so investors said same tired BS and dumped the stock on a market up day. Investors laugh at “responsible growth” so now we have to rename it “Try to catch up to every peer we lag growth”.

Search for the word “efficiency” in the deck and it comes up 51 times with the last one on page 298 (stamped 22). Management is targeting an efficiency ratio of 55-59% and publishing that to investors. Management cannot control revenue. Management can only control expense. These targets only require a 10-20% headcount cut and it’s so super easy to do. The question is does Brian want reductions in the Q4 earnings release or Q1 2026.

Considering most of us are stuck, when do you think the stock will recover ?.

Even insiders are not buying at these prices, that's the concerning part.

The defense contractor L3Harris Technologies finds itself at a critical juncture, presenting investors with a complex puzzle. While the company secures a multi-billion dollar international defense agreement, significant stock sales by its top executives and a legal scandal involving a former manager are creating headwinds.

Recent regulatory filings reveal a notable trend among L3Harris leadership. Chief Executive Officer Christopher Kubasik substantially reduced his equity position by selling 83,000 shares, representing a decrease of more than 36 percent in his holdings. This transaction forms part of a broader pattern where company insiders have disposed of securities valued at over $53 million during the past quarter.

These substantial disposals by key management figures emerge alongside troubling legal developments. Federal prosecutors have brought charges against a former L3Harris manager, alleging the individual transferred eight confidential business secrets to a Russian buyer. Although the company is no longer associated with the accused, the case potentially impacts market confidence in the organization's governance and security protocols.

Counterbalancing these concerns, L3Harris announced a landmark $2.26 billion contract with the South Korean air force. The agreement involves supplying four cutting-edge airborne early warning and surveillance aircraft based on modified Bombardier Global 6500 jets. Deliveries for this strategic asset are scheduled between 2030 and 2032, enhancing the allied nation's military capabilities in the crucial Indo-Pacific theater.

Christopher Kubasik emphasized the transaction's significance, stating the company "will deliver an advanced fleet that will strengthen the operational capacity of a key American ally." This substantial order reinforces L3Harris's competitive standing in surveillance and command systems—technologies experiencing growing global demand amid current geopolitical tensions.

Investors now face conflicting signals as they assess the defense contractor's prospects. The substantial South Korean order demonstrates compelling operational strength and international demand for the company's products. Conversely, the scale of insider selling activity introduces uncertainty about management's outlook.

Market attention now turns to the upcoming quarterly earnings report scheduled for Thursday. These financial results may either alleviate concerns sparked by the executive stock sales or validate market apprehensions. The share price has recently demonstrated resilience, trading comfortably above its key moving averages, but the coming days will determine whether L3Harris can translate these contrasting developments into sustained growth momentum.

Robin and his toadies are telling the finance media a lot of fanciful stories on AI growth acceleration:

BNY now has 117 AI solutions in production, a 75% increase versus the prior quarter, including digital agents for payment validation and code repair. The company sees AI as a key enabler of efficiency and service innovation, with further benefits expected as adoption broadens

What in the world are these? They certainly aren’t applications. They are likely edits and mysource data content generators. But 117? Why is it that we the indentured ‘serfs’ working on Robin’s plantation never see or hear what these are? I go to all the town halls and product launch meetings ad nauseum and I never hear of this. Why do we find this out by reading Wall street journal and Bloomberg and not internally???

Not to mention they ‘imply’ or try to lead you to believe that AI is helping drive client growth:

Client activity and market trends: Higher client balances, robust trading, and increased ETF and private market flows

That’s just Jim Dandy, but it has more to do with the Government making market conditions way more favorable. BNY is just getting the benefit in spite of itself. And…. If you really take this apart, there is no increase in AUM! We are not winning major new business.

That’s the story and it’s why the market community is not responding with cheers. Investors are catching on to what this company and its shell game board of directors are really doing…. And what BNY is outright lying about!

Pretty well every employer is a shareholder. Speak out to the board and investor relations. If everyone floods them with messages showing disapproval as shareholders, the long term impact to the business they can’t ignore it.

Even with exxon owning 69.6% of the shares it starts to open so legal questions if they have opposition from other shareholders.

Your silence is acceptance.

If long term this hurts imperial there may be grounds for a shareholder class action.

Here’s your investor relations meeting:.

Q: Does Intel use its own manufacturing?
A; Nope we cant rely on it but It’ll be ready in a few years.

Thank you for the lunch. Don’t call us, we’ll call you.

If you know,

you know that what’s happening right now is far from real concrete business plans supported by rationale market forces

I can’t believe Intel is a carcass that corporate raiders and government power brokers now salivate with impunity

Our investor relations team must be the same people that put on the Fyre Festival

Buffalos are bold and strategic and would charge bravely with focus and determination into the approaching Elliott Management storm even though they probably won't survive it ! Be proactive like the Buffalo and face the challenge head on !

I hate stock buybacks. I think they are a sign that management has no idea what to do with their hard earned cash flow. In Chevron's case, cash flow created by prior leadership. I get the argument that if you can get a higher return from stock appreciation than the investment options, they make sense. However, when you have been buying back millions - may billions of dollars worth of stock and the stock price is middling, at best, what gives? Legacy projects create legacy cash flow - some, not all. Stock buybacks, by my read, have destroyed value because they have kept us from investing in, and worse, pursuing, legacy opportunities. What say you?

Recent Corporate Officers and Board Members did not define AEP. Our attractiveness as a take over target is that we lend credibility to these charlatans. We are the value and they are the flimflam confidence men looking for a beard to attract investors. They are not the men, who create a successful business. They are the parasites that siphon off the value they never served or sacrificed to create. Do not empower freeloaders to profit from your exertions.