Uwe Krejci/DigitalVision via Getty Images AvalonBay Communities ( AVB ) is one of our favorite apartment REITs . Sometimes the price is unattractive, but not today. The valuation came down substantially and I started digging. I believe AVB finally entered an attractive range again. But in demonstrating why I believe that, I need to lay out some groundwork. Foreshadowing I may initiate a moderate p...
Uwe Krejci/DigitalVision via Getty Images AvalonBay Communities ( AVB ) is one of our favorite apartment REITs . Sometimes the price is unattractive, but not today. The valuation came down substantially and I started digging. I believe AVB finally entered an attractive range again. But in demonstrating why I believe that, I need to lay out some groundwork. Foreshadowing I may initiate a moderate position in AVB again. The thesis is built heavily on valuation and an expectation for growth in Core FFO per share and AFFO per share to come roaring back in either 2027 or 2028. Those values are set to be roughly flat in 2026 relative to 2025. A better growth rate drives higher multiples. The current multiples are on the low end of the historical range. Why Are Core FFO and AFFO Expected to be Flat in 2026? Two major reasons: An increased amount of property under construction. Because AVB did not ramp leverage higher to fund construction, they have a greater portion of their portfolio under construction. That creates a headwind to Core FFO and AFFO because capitalizing interest (at 3.7%) is far less meaningful than the yield on those properties (over 6%) or the cap rate at fair value (around 5%). In short, when a company increases development without increasing leverage it typically results in a headwind to Core FFO and AFFO while the properties are under construction. With the situation around RealPage, apartment rents will see more pressure in 2026 than they otherwise would have. The impact of RealPage (which was definitely not just collusion with a middle man) was pushing rents higher. With less of that “not collusion” happening, there is pressure on rents. This is offsetting the first year of significantly lower market deliveries (new apartment buildings constructed near AVB’s buildings). However, deliveries are likely to remain low for several years. That is good. It means less supply. Less supply is great for landlords. Consequently, in 2027 and 2028 we should see su...
anilakkus/iStock via Getty Images The following segment was excerpted from the Baron Health Care Fund Q4 2025 Shareholder Letter. Recent Activity During the quarter, we added seven new positions and exited ten positions, bringing the number of positions in the Fund to 43. Below we discuss some of our top net purchases and sales. Top net purchases for the quarter Quarter End Market Cap ($B) Net Amo...
anilakkus/iStock via Getty Images The following segment was excerpted from the Baron Health Care Fund Q4 2025 Shareholder Letter. Recent Activity During the quarter, we added seven new positions and exited ten positions, bringing the number of positions in the Fund to 43. Below we discuss some of our top net purchases and sales. Top net purchases for the quarter Quarter End Market Cap ($B) Net Amount Purchased ($M) Thermo Fisher Scientific Inc. ( TMO ) 217.7 2.3 Arcutis Biotherapeutics, Inc. ( ARQT ) 3.6 1.8 Elanco Animal Health Incorporated ( ELAN ) 11.2 1.8 Welltower Inc. ( WELL ) 127.4 1.5 Repligen Corporation ( RGEN ) 9.2 1.5 Click to enlarge We added to the position in Thermo Fisher Scientific Inc. , a life sciences tools company that offers instruments and consumables for research, tools for bioproduction, specialty diagnostics, and contract research and manufacturing services. We think the end markets for life sciences tools companies are improving. In recent months, biotechnology funding has been strong, biopharmaceutical R&D investment has been stable, and we think the agreements reached between the pharmaceutical industry and the Trump Administration on drug pricing reduces the risk of industry disruption, clearing the path for continued biopharmaceutical R&D investment. Last quarter, management provided a reasonable framework for thinking about how the business could grow over the next few years. Management thinks end markets will gradually build from the lower growth environment that the company has been navigating, leading to a 2026 and 2027 scenario where the company will deliver 3% to 6% organic revenue growth. In that scenario, through strong cost management, management believes the company can deliver mid-to-high single-digit adjusted operating income growth, and with capital deployment, even better earnings growth. Beyond 2027, given the long-term drivers of the life sciences tools industry remain compelling, management believes the company can del...
Sundry Photography/iStock Editorial via Getty Images Micron Technology ( MU ) has started shipping customer samples of the 256GB SOCAMM2, which it claims is the highest-capacity LPDRAM module. The module uses what Micron says is the industry’s first monolithic 32Gb LPDDR5X design, delivering low-power memory capacity that can unlock new system architectures. “Micron’s 256GB SOCAMM2 offering enable...
Sundry Photography/iStock Editorial via Getty Images Micron Technology ( MU ) has started shipping customer samples of the 256GB SOCAMM2, which it claims is the highest-capacity LPDRAM module. The module uses what Micron says is the industry’s first monolithic 32Gb LPDDR5X design, delivering low-power memory capacity that can unlock new system architectures. “Micron’s 256GB SOCAMM2 offering enables the most power-efficient CPU-attached memory solution for both AI and HPC. Today’s announcement highlights Micron’s technology and packaging advancements to deliver the highest-capacity, lowest-power modular memory solution with the smallest footprint in the industry,” said Raj Narasimhan, senior vice president and general manager of Micron’s Cloud Memory Business Unit. The new module has one-third more capacity than the prior highest capacity 192GB SOCAMM2, 2TB of LPDRAM per 8-channel CPU for larger context windows and complex inference workloads. It also uses one-third of the power compared with equivalent RDIMMs, while using only one-third of the footprint. More on Micron Technology Micron: I'll Sell At $1000 (Or If This Happens) Micron: Cyclical Growth Selling At The Price Of Structural Growth Micron: The AI Memory Boom Has Staying Power (For Now) Nvidia in focus as Morgan Stanley moves back to top pick in semis over Micron Micron inaugurates $2.75B chip facility in India
Sundry Photography/iStock Editorial via Getty Images Micron Technology ( MU ) has started shipping customer samples of the 256GB SOCAMM2, which it claims is the highest-capacity LPDRAM module. The module uses what Micron says is the industry’s first monolithic 32Gb LPDDR5X design, delivering low-power memory capacity that can unlock new system architectures. “Micron’s 256GB SOCAMM2 offering enable...
Sundry Photography/iStock Editorial via Getty Images Micron Technology ( MU ) has started shipping customer samples of the 256GB SOCAMM2, which it claims is the highest-capacity LPDRAM module. The module uses what Micron says is the industry’s first monolithic 32Gb LPDDR5X design, delivering low-power memory capacity that can unlock new system architectures. “Micron’s 256GB SOCAMM2 offering enables the most power-efficient CPU-attached memory solution for both AI and HPC. Today’s announcement highlights Micron’s technology and packaging advancements to deliver the highest-capacity, lowest-power modular memory solution with the smallest footprint in the industry,” said Raj Narasimhan, senior vice president and general manager of Micron’s Cloud Memory Business Unit. The new module has one-third more capacity than the prior highest capacity 192GB SOCAMM2, 2TB of LPDRAM per 8-channel CPU for larger context windows and complex inference workloads. It also uses one-third of the power compared with equivalent RDIMMs, while using only one-third of the footprint. More on Micron Technology Micron: I'll Sell At $1000 (Or If This Happens) Micron: Cyclical Growth Selling At The Price Of Structural Growth Micron: The AI Memory Boom Has Staying Power (For Now) Nvidia in focus as Morgan Stanley moves back to top pick in semis over Micron Micron inaugurates $2.75B chip facility in India
The markets spent nearly all of February in selloff mode. While this isn't entirely surprising, as February is historically a weak month prone to deep pullbacks, now the escalating tensions with Iran have taken center stage, preventing the broader market from finding a firm footing to recover from the recent rout. However, this sustained pressure has a silver lining: It has effectively reset valua...
The markets spent nearly all of February in selloff mode. While this isn't entirely surprising, as February is historically a weak month prone to deep pullbacks, now the escalating tensions with Iran have taken center stage, preventing the broader market from finding a firm footing to recover from the recent rout. However, this sustained pressure has a silver lining: It has effectively reset valuations for many high-flying stocks, bringing them back down to Earth. For patient traders, bargain-hunting opportunities are abundant — provided you approach them with caution. When navigating a tape this choppy, I stick to two strict rules: Respect the VIX : As long as the VIX remains elevated (I consider anything above 17 to be high), keep your trading frequency and position sizing to a bare minimum. Let the market prove itself before committing heavy capital. Buy more time: Normally, I structure my trades to play out over 30 days. But when fear is driving the market, I extend my timeframe to 45 or even 60 days. Because I utilize at-the-money debit spreads, buying this extra time has a negligible impact on my entry price, but it gives the trade the crucial breathing room it needs to work through the volatility. The target: Microsoft With those rules in place, my focus has shifted to the heavily battered "Magnificent 7." Microsoft is a prime example of this dislocation, having shed roughly 30% of its value since November 2025. To time a potential bounce, I am looking at a purely technical mean-reversion setup, relying on just two indicators: Custom MACD (5, 13, 5): I utilize a faster, tuned version of the standard MACD to catch momentum shifts early. This indicator flashed a bullish crossover on February 16, and triggered again on February 25. These dual signals give us a clear heads-up that the internal momentum is attempting to turn, even while the broader market remains distracted. Relative strength index: The stock has been relentlessly hammered, plunging into deep over...
If you are looking for a cheap -- in valuation and entry price -- artificial intelligence (AI) stock that has multibagger potential, consider Pagaya Technologies (PGY 4.41%). This AI stock is so cheap -- trading at $11.85 per share -- that even just a $200 investment could buy you roughly 17 shares. This is a particularly good time to snag some shares, as the stock's price plummeted some 43% year ...
If you are looking for a cheap -- in valuation and entry price -- artificial intelligence (AI) stock that has multibagger potential, consider Pagaya Technologies (PGY 4.41%). This AI stock is so cheap -- trading at $11.85 per share -- that even just a $200 investment could buy you roughly 17 shares. This is a particularly good time to snag some shares, as the stock's price plummeted some 43% year to date and is trading near a 52-week low. The reasons for its decline have a lot to do with resetting for future growth. Pagaya is going through some strategic repositioning Pagaya Technologies is a fintech that has developed AI technology for banks and financial institutions to evaluate and process loans. Its major focus is on "second look" or non-prime loans, those rejected by banks as potentially being too risky. The banks then send them to Pagaya for a look, and if they're approved, Pagaya finds a lender within its network. But it has been expanding its services for prime loans with major banks like Wells Fargo and US Bancorp that use it to process loans more efficiently or get more exact terms. It's also expanding into auto loans and point-of-sale loans with buy now, pay later companies like Klarna. Expand NASDAQ : PGY Pagaya Technologies Today's Change ( -4.41 %) $ -0.50 Current Price $ 10.84 Key Data Points Market Cap $912M Day's Range $ 10.54 - $ 11.22 52wk Range $ 8.50 - $ 44.99 Volume 46K Avg Vol 3.9M Gross Margin 39.41 % Pagaya turned a profit in the latest quarter, with $34 million in GAAP net income, up $272 million year over year. Its revenue increased 20% year over year while its network volume rose 3% to $2.7 billion, but both of these were below expectations. In addition, the company offered lower-than-expected revenue guidance for the first quarter and full-year revenue that projects slower growth. As a result, the stock price tanked after earnings. But the lower growth numbers and conservative guidance have a lot to do with the company pivoting away from...
TLDR TSM dropped 5.5% on March 3, 2026, driven by broad market risk-off sentiment rather than company-specific news. Geopolitical tensions around U.S.-Iran developments rattled equity markets, hitting chip and AI-linked stocks hard. Several major institutional investors, including FMR LLC and Goldman Sachs, trimmed their TSM positions in Q4 2025. Analyst consensus remains “Buy” with a median price...
TLDR TSM dropped 5.5% on March 3, 2026, driven by broad market risk-off sentiment rather than company-specific news. Geopolitical tensions around U.S.-Iran developments rattled equity markets, hitting chip and AI-linked stocks hard. Several major institutional investors, including FMR LLC and Goldman Sachs, trimmed their TSM positions in Q4 2025. Analyst consensus remains “Buy” with a median price target of $405, and the stock has a market cap of $1.91 trillion. TSMC’s next company update is its February 2026 monthly sales release, scheduled for March 10, 2026. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Taiwan Semiconductor Manufacturing (TSM) slid 5.5% on Tuesday, March 3, 2026, pulling back from a strong late-February run that had pushed the stock near record territory. Taiwan Semiconductor Manufacturing Company Limited, TSM The move appears to be driven by macro forces rather than anything TSMC-specific. Geopolitical tensions around escalating U.S.-Iran conflict developments have pushed investors toward defensive positioning across the board. Chip and AI-adjacent stocks have been particularly exposed. After a strong run built on elevated expectations, this corner of the market has been prone to sharp pullbacks even without fresh negative catalysts. U.S. equity futures were choppy throughout the session, with energy prices and rates also moving sharply — a classic risk-off backdrop. TSM opened Tuesday at $368.94. Its 50-day moving average sits at $338.91 and its 200-day at $299.33, meaning even after today’s drop, the stock remains well above both levels. The 12-month range spans from a low of $134.25 to a high of $390.20. TSMC carries a market cap of $1.91 trillion, a P/E ratio of 34.64, and a debt-to-equity ratio of just 0.17. The company reported Q4 earnings on February 26, posting EPS of $3.11 on revenue of $30.65 billion. Return...
Philippine carers have described racing to bomb shelters in Israel as the US-Israeli war in Iran sends missiles across the Middle East. More than 1.1 million overseas workers from the Philippines are based in the region, with over 96 per cent concentrated in five countries closely tied to the fighting, including the UAE, Saudi Arabia, Qatar, Kuwait and Bahrain. One Philippine caregiver has already...
Philippine carers have described racing to bomb shelters in Israel as the US-Israeli war in Iran sends missiles across the Middle East. More than 1.1 million overseas workers from the Philippines are based in the region, with over 96 per cent concentrated in five countries closely tied to the fighting, including the UAE, Saudi Arabia, Qatar, Kuwait and Bahrain. One Philippine caregiver has already been killed during an air strike.
Rosenblatt Securities raised its price target on Palantir Technologies PLTR to $200 from $150 and maintained a Buy rating, citing increased global instability and demand for defense-focused software solutions. The firm pointed to recent U.S. government actions affecting artificial intelligence providers. On Feb. 27, agencies were directed to stop using Anthropic's AI technologies, followed by a si...
Rosenblatt Securities raised its price target on Palantir Technologies PLTR to $200 from $150 and maintained a Buy rating, citing increased global instability and demand for defense-focused software solutions. The firm pointed to recent U.S. government actions affecting artificial intelligence providers. On Feb. 27, agencies were directed to stop using Anthropic's AI technologies, followed by a six-month phase-out period for certain large language models after concerns about their use in autonomous weapons. Rosenblatt said geopolitical tensions, including conflict in the Middle East, may highlight the advantages of Palantir's integrated data platforms over standalone AI models. The brokerage expects governments could move toward consolidating contracts, similar to a prior U.S. Army agreement that combined dozens of contracts into a single award with the company. The updated target is based on a price-to-earnings growth ratio of 1.2 times, applied to projected 2027 earnings per share. Rosenblatt said it holds estimates above broader Wall Street forecasts for Palantir's longer-term financial performance.
This article first appeared on GuruFocus. Rosenblatt Securities raised its price target on Palantir Technologies (NASDAQ:PLTR) to $200 from $150 and maintained a Buy rating, citing increased global instability and demand for defense-focused software solutions. The firm pointed to recent U.S. government actions affecting artificial intelligence providers. On Feb. 27, agencies were directed to stop ...
This article first appeared on GuruFocus. Rosenblatt Securities raised its price target on Palantir Technologies (NASDAQ:PLTR) to $200 from $150 and maintained a Buy rating, citing increased global instability and demand for defense-focused software solutions. The firm pointed to recent U.S. government actions affecting artificial intelligence providers. On Feb. 27, agencies were directed to stop using Anthropic's AI technologies, followed by a six-month phase-out period for certain large language models after concerns about their use in autonomous weapons. Rosenblatt said geopolitical tensions, including conflict in the Middle East, may highlight the advantages of Palantir's integrated data platforms over standalone AI models. The brokerage expects governments could move toward consolidating contracts, similar to a prior U.S. Army agreement that combined dozens of contracts into a single award with the company. The updated target is based on a price-to-earnings growth ratio of 1.2 times, applied to projected 2027 earnings per share. Rosenblatt said it holds estimates above broader Wall Street forecasts for Palantir's longer-term financial performance.
Two of the potential leaders in the quantum space—D-Wave and IonQ—recently reported earnings; does either emerge as a clear favorite for investors in 2026?
Two of the potential leaders in the quantum space—D-Wave and IonQ—recently reported earnings; does either emerge as a clear favorite for investors in 2026?
Earnings Call Insights: Strata Critical Medical, Inc. (SRTA) Q4 2025 Management View Melissa Tomkiel, Co-CEO, emphasized that "our organic growth of 35% was well ahead of our expectations and led us to a full year result that beat the high end of our guidance on all fronts." She announced a raise in full-year 2026 guidance for both revenue and adjusted EBITDA, citing continued strong volumes and n...
Earnings Call Insights: Strata Critical Medical, Inc. (SRTA) Q4 2025 Management View Melissa Tomkiel, Co-CEO, emphasized that "our organic growth of 35% was well ahead of our expectations and led us to a full year result that beat the high end of our guidance on all fronts." She announced a raise in full-year 2026 guidance for both revenue and adjusted EBITDA, citing continued strong volumes and new customer wins. Tomkiel stated the company is "capturing a larger share of logistics services for transplant clinical cases," with more than 40% of sequential logistics revenue growth in Q4 generated from Keystone's legacy customers, highlighting effective integration and cross-selling. Tomkiel announced Dr. Scott Silvestry, previously Keystone’s Surgical Director, as Strata’s new Chief Medical Officer, noting the rollout of new capabilities including an expanded abdominal organ recovery platform. Regulatory updates were described as a positive for Strata, with Tomkiel pointing out "rules designed to incentivize more DCD donors are a clear positive for Strata given our reputation as a leader in the recovery and transportation of all organ types and our unique expertise in DCD recovery." On asset strategy, Tomkiel said, "We ended the year with a fleet of approximately 30 dedicated or owned aircraft" and outlined plans to add two more aircraft to support new geographies in 2026. William Heyburn, Co-CEO & CFO, confirmed continued execution in M&A, stating, "we are just getting started" and that successful acquisitions would enable Strata to "maintain an average annualized adjusted EBITDA growth rate of at least 30% over the coming years." Heyburn detailed a new $30 million asset-based credit facility with JPMorgan, undrawn but available to support acquisitions, with the ability to upsize to $50 million. He also referenced anticipated Joby earn-out payments up to $45 million. Heyburn explained, "our device-agnostic strategy is working," and highlighted a pilot program flying ...
Earnings Call Insights: Advantage Solutions Inc. (ADV) Q4 2025 Management View Dave Peacock, CEO, reported a "move towards refinancing our debt later this month," with over 99% acceptance of a new package that extends maturities to 2030, providing "operating flexibility and enhance[d]...liquidity profile, while helping us achieve our long-term leverage target of 3.5x or less." He said, "This plann...
Earnings Call Insights: Advantage Solutions Inc. (ADV) Q4 2025 Management View Dave Peacock, CEO, reported a "move towards refinancing our debt later this month," with over 99% acceptance of a new package that extends maturities to 2030, providing "operating flexibility and enhance[d]...liquidity profile, while helping us achieve our long-term leverage target of 3.5x or less." He said, "This planned refinancing includes a paydown of approximately $90 million of our debt." The company completed divestitures of three noncore businesses, allowing redeployment of capital into higher-return opportunities and resulting in $241 million in cash at year-end, after generating $174 million in unlevered free cash flow in the second half. Peacock stated, "Our upcoming reverse stock split supports broader institutional accessibility as we enter our next phase of growth." Experiential Services saw "an improving trajectory," with net revenues of $785 million, up 3% year-over-year, and adjusted EBITDA of $88 million for Q4—though management noted "mix shifts toward more labor-intensive, lower-margin businesses." The company is executing on a multiyear IT transformation, with SAP and Oracle systems implemented and Workday planned this year, expected to yield ongoing efficiency gains and cost reductions starting in 2027. Technology initiatives include AI-enabled staffing and scheduling, and the rollout of the Pulse alert-based sales system, leveraging a recently completed data lake for advanced analytics. Peacock highlighted strong performance in Experiential Services, persistent headwinds in Branded Services, and timing impacts in Retailer Services, with a focus on stabilizing and growing these segments in 2026. Christopher Growe, CFO, stated, "In the fourth quarter, we generated approximately $259 million in revenues and $39 million of adjusted EBITDA" for Branded Services, with Experiential Services delivering "$280 million in revenues and $28 million of adjusted EBITDA, up 19% and...
Earnings Call Insights: BRC Inc. (BRCC) Q4 2025 Management View Chris Mondzelewski, President and CEO, highlighted, “2025 was a year of measurable operating progress for Black Rifle, led by strong performance in packaged coffee. For the year, packaged coffee grew 31.1%, approximately 3x the broader category growth rate with units up more than 22% and share up 60 basis points in bagged coffee.” He ...
Earnings Call Insights: BRC Inc. (BRCC) Q4 2025 Management View Chris Mondzelewski, President and CEO, highlighted, “2025 was a year of measurable operating progress for Black Rifle, led by strong performance in packaged coffee. For the year, packaged coffee grew 31.1%, approximately 3x the broader category growth rate with units up more than 22% and share up 60 basis points in bagged coffee.” He noted that “the combination of expanded doors and stronger per SKU productivity materially strengthened our retail position as we exited the year.” Mondzelewski described significant advances in ready-to-drink and energy platforms, citing incremental distribution and broader presence in priority accounts. He stated, “We also took meaningful steps to streamline our platform. Our asset base is leaner and more focused with capital and talent directed towards initiatives that support durable, profitable growth.” The CEO emphasized, “The actions taken in 2025, combined with expanding distribution, improving shelf productivity and moderating cost pressures, position us for a return to strong EBITDA growth in 2026.” Matthew Amigh, Chief Financial Officer, stated, “For the full year, net revenue increased 2% year-over-year excluding the impact of the 2024 loyalty rewards accrual change and other nonrecurring items in both periods, net revenue increased 8%, primarily driven by wholesale growth.” Amigh added, “Operating efficiency gains in 2025 from restructuring actions and reallocating resources towards higher-return initiatives partially offset higher commodity costs and tariffs. For the year, gross margins declined 6.5 points and EBITDA declined more than 40%.” Outlook Amigh guided, “In 2026, we expect revenue growth of at least 7% or approximately $425 million. This outlook reflects current visibility into demand trends pricing already in market and distribution gains that are secured and operationally in place.” The company expects, “gross margins in the range of 34% to 36% in ...
keni1/iStock via Getty Images Thermal coal prices for power generation jumped by the most in three years after Qatar suspended production at the world’s largest liquefied natural gas export hub following an Iranian drone strike, raising the need for fuel-switching across the electricity sector. Qatar's Ras Laffan complex represents ~20% of global supply and had never previously gone fully offline ...
keni1/iStock via Getty Images Thermal coal prices for power generation jumped by the most in three years after Qatar suspended production at the world’s largest liquefied natural gas export hub following an Iranian drone strike, raising the need for fuel-switching across the electricity sector. Qatar's Ras Laffan complex represents ~20% of global supply and had never previously gone fully offline in its 30-year operating history. Natural gas markets have been severely curtailed by the conflict in Iran, and ships full of LNG are currently blocked from traversing the Strait of Hormuz. Newcastle coal futures , the Asian benchmark, jumped 8.6% on Monday to $128.70/ton, the highest price for a front-month contract since December 2024. Europe relies heavily on Middle Eastern LNG supplies, but Asia is particularly dependent on them; Pakistan gets virtually all of its LNG from Qatar, while India and Bangladesh also obtain the majority of their LNG from the Middle East. Those countries likely will substitute coal for natural gas in their power plants as the war causes costs to soar, OPIS analyst James Stevenson told Barron's , noting that one of coal's benefits is that it can be stored on the site of a power plant in enough quantities to last for weeks or even months. "Coal obviously has a severe pollution issue, but it has some very strong advantages over other fuels - reliability is probably the single biggest one," Stevenson said. "You don't need it to be sunny or windy. Your fuel is right there. Arguably only nuclear is more reliable in a supply chain sense." Coal stocks trade mixed on Tuesday after mostly rising in the previous session, with Peabody Energy ( BTU ) +2.2% and Core Natural Resources ( CNR ) +1.6%; however, Alliance Resource Partners ( ARLP ), Alpha Metallurgical Resources ( AMR ), Ramaco Resources ( METC ), and Warrior Met Coal ( HCC ) all trade lower. More on Peabody Energy and Core Natural Resources Peabody Energy Presents at 35th BMO Global Metals, Mini...