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AUTOMOTIVE AFTERMARKET OUTLOOK and REFLECTIONS from OUR Nd 42 ANNUAL SYMPOSIUM October 29 – October 30, 2018
GAMCO Investors, Inc. November 21, 2018 One Corporate Center Rye, NY 10580-1435 Tel (914) 921-5150 www.gabelli.com AUTOMOTIVE AFTERMARKET OUTLOOK AND REFLECTIONS FROM OUR nd 42 ANNUAL SYMPOSIUM October 29 – October 30, 2018 PRESENTING COMPANIES 10/31/2018 10/31/2017 11/1/2016 Company Exchange Ticker Price (a) Price (a) Price (a) AutoZone, Inc NYSE AZO $ 733.47 $ 589.50 $ 734.45 Boyd Group Income Fund (b) TSX BYD.UN 120.31 96.10 81.17 BYD Company Ltd (c) SHE 002594 46.79 62.79 55.57 Cooper Tire & Rubber Co. NYSE CTB 30.89 32.80 35.10 Dana, Inc. " DAN 15.47 30.49 15.00 Donaldson Company, Inc " DCI 51.28 47.21 35.46 Gentex Corporation NASDAQ GNTX 21.05 19.04 15.96 Genuine Parts Co. NYSE GPC 97.92 88.23 86.43 Lear Corporation " LEA 132.90 175.59 121.30 Monro, Inc. NASDAQ MNRO 74.40 49.35 53.32 Motorcar Parts of America, Inc " MPAA 21.18 28.91 26.19 Navistar International Corp NYSE NAV 33.49 42.31 23.01 O'Reilly Automotive, Inc NASDAQ ORLY 320.75 210.95 264.24 Penske Automotive Group NYSE PAG 44.02 46.62 42.83 Rush Enterprises, Inc. NASDAQ RUSHB 35.95 47.59 24.77 Standard Motor Products, Inc NYSE SMP 53.90 43.67 46.88 Superior Industries International, Inc. " SUP 9.83 15.55 22.95 Tenneco, Inc. " TEN 34.43 58.11 56.06 US Auto Parts Network, Inc. NASDAQ PRTS 1.19 2.56 2.27 Veoneer, Inc. -
OSB Representative Participant List by Industry
OSB Representative Participant List by Industry Aerospace • KAWASAKI • VOLVO • CATERPILLAR • ADVANCED COATING • KEDDEG COMPANY • XI'AN AIRCRAFT INDUSTRY • CHINA FAW GROUP TECHNOLOGIES GROUP • KOREAN AIRLINES • CHINA INTERNATIONAL Agriculture • AIRBUS MARINE CONTAINERS • L3 COMMUNICATIONS • AIRCELLE • AGRICOLA FORNACE • CHRYSLER • LOCKHEED MARTIN • ALLIANT TECHSYSTEMS • CARGILL • COMMERCIAL VEHICLE • M7 AEROSPACE GROUP • AVICHINA • E. RITTER & COMPANY • • MESSIER-BUGATTI- CONTINENTAL AIRLINES • BAE SYSTEMS • EXOPLAST DOWTY • CONTINENTAL • BE AEROSPACE • MITSUBISHI HEAVY • JOHN DEERE AUTOMOTIVE INDUSTRIES • • BELL HELICOPTER • MAUI PINEAPPLE CONTINENTAL • NASA COMPANY AUTOMOTIVE SYSTEMS • BOMBARDIER • • NGC INTEGRATED • USDA COOPER-STANDARD • CAE SYSTEMS AUTOMOTIVE Automotive • • CORNING • CESSNA AIRCRAFT NORTHROP GRUMMAN • AGCO • COMPANY • PRECISION CASTPARTS COSMA INDUSTRIAL DO • COBHAM CORP. • ALLIED SPECIALTY BRASIL • VEHICLES • CRP INDUSTRIES • COMAC RAYTHEON • AMSTED INDUSTRIES • • CUMMINS • DANAHER RAYTHEON E-SYSTEMS • ANHUI JIANGHUAI • • DAF TRUCKS • DASSAULT AVIATION RAYTHEON MISSLE AUTOMOBILE SYSTEMS COMPANY • • ARVINMERITOR DAIHATSU MOTOR • EATON • RAYTHEON NCS • • ASHOK LEYLAND DAIMLER • EMBRAER • RAYTHEON RMS • • ATC LOGISTICS & DALPHI METAL ESPANA • EUROPEAN AERONAUTIC • ROLLS-ROYCE DEFENCE AND SPACE ELECTRONICS • DANA HOLDING COMPANY • ROTORCRAFT • AUDI CORPORATION • FINMECCANICA ENTERPRISES • • AUTOZONE DANA INDÚSTRIAS • SAAB • FLIR SYSTEMS • • BAE SYSTEMS DELPHI • SMITH'S DETECTION • FUJI • • BECK/ARNLEY DENSO CORPORATION -
Riverpark/Wedgewood Fund (RWGIX/RWGFX)
RiverPark/Wedgewood Fund (RWGIX/RWGFX) Third Quarter 2019 Review and Outlook The Fund was flat +0.33% during the third quarter of 2019. The benchmark Russell 1000 Growth Index gained +1.49%. The S&P 500 Index gained +1.70% during the quarter. Performance: Net Returns as of September 30, 2019 Current Year to One Three Five Since Quarter Date Year Year Year Inception Institutional Class (RWGIX) 0.33% 20.95% 2.63% 12.42% 7.33% 11.52% Retail Class (RWGFX) 0.23% 20.62% 2.34% 12.15% 7.15% 11.31% Russell 1000 Growth Total Return Index 1.49% 23.30% 3.71% 16.89% 13.39% 15.18% S&P 500 Total Return Index 1.70% 20.55% 4.25% 13.39% 10.84% 13.58% Morningstar Large Growth Category -0.48% 20.46% 1.89% 14.52% 10.94% 12.86% Total returns presented for periods less than 1 year are cumulative, returns for periods one year and greater are annualized. The inception date of the fund was September 30, 2010. The performance quoted herein represents past performance. Past performance does not guarantee future results. High short-term performance of the fund is unusual and investors should not expect such performance to be repeated. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost, and current performance may be higher or lower than the performance quoted. For performance data current to the most recent month end, please call 888.564.4517. -
Cadence SPB / Orcad 17.4 System Requirements
A Parallel Systems Technical Note Cadence SPB / OrCAD 17.4 System Requirements Supported Operating Systems Windows 10 (64-bit) Professional, including Dark Theme mode Windows Server 2012 (All Service Packs) Windows Server 2012 R2 Windows Server 2016 Note: Cadence Allegro and OrCAD products do not support Windows 10 Starter and Home Basic. In addition, Windows Server support does not include support for Windows Remote Desktop. Windows RT and Tablets/Phones, including Windows 10 Phone, are not supported. Note: 64-bit Windows require 64-bit Flex software dongle drivers if using dongle-based licensing. Recommended Hardware Intel® Core™ i7 4.30 GHz or AMD Ryzen™ 7 4.30 GHz with at least 4 cores Note: Faster processors are preferred. 16 GB RAM 50 GB free disk space (SSD drive is recommended) 1920 x 1200 display resolution with true color (at least 32bit colour) A dedicated graphics card supporting OpenGL, minimum 2GB (with additional support for DX11 for 3D Canvas) Dual monitors (For physical design) Broadband Internet connection for some service Ethernet port/card (for network communications and security hostID) Three-button Microsoft-compatible mouse Supported MATLAB Version R2019A-64Bit (For the PSpice-MATLAB interface) Microsoft SharePoint for Allegro Pulse Cadence® Allegro® Pulse supports an interface to Microsoft SharePoint. Following are the requirements for SharePoint: • Windows Server 2012 (64-bit) • SharePoint Foundation 2013 • Microsoft SQL Server 2012 (64-bit) • Following 64-bit browsers: • Microsoft® Internet Explorer® 11.0 on windows • Mozilla Firefox 52.0 ESR on Windows • Mozilla Firefox 52.0 on Linux • Google Chrome 58.0 on Windows Using Spaces in File and Directory Names Support for spaces in file and directory names applies only to Windows. -
In the United States District Court for the District of Delaware
IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF DELAWARE SEMCON TECH, LLC, Plaintiff, v. C.A. No. _________ APPLIED MATERIALS, INC., APPLIED MATERIALS SOUTH EAST ASIA PTE. JURY TRIAL DEMANDED LTD., APPLIED MATERIALS TAIWAN, LTD., APPLIED MATERIALS CHINA, APPLIED MATERIALS FRANCE S.A.R.L., AND APPLIED MATERIALS ITALIA SRL, Defendants. COMPLAINT FOR PATENT INFRINGEMENT This is an action for patent infringement arising under the Patent Laws of the United States of America, 35 U.S.C. § 1 et seq. in which Plaintiff Semcon Tech, LLC makes the following allegations against Defendants Applied Materials, Inc., Applied Materials South East Asia Pte. Ltd., Applied Materials Taiwan, Ltd., Applied Materials China, Applied Materials France S.A.R.L., and Applied Materials Italia Srl (collectively, “AMAT” or “Defendants”). PARTIES 1. Plaintiff Semcon Tech, LLC (“Semcon”) is a Delaware limited liability company. 2. On information and belief, Defendant Applied Materials, Inc. (“AMAT- US”) is a Delaware corporation with its principal place of business at 3050 Bowers Avenue, Santa Clara, California. On information and belief, AMAT can be served through its registered agent, The Corporation Trust Company, Corporation Trust Center, 1 1209 Orange Street, Wilmington, Delaware 19801. 3. On information and belief, Defendant Applied Materials South East Asia Pte. Ltd. (“AMAT-SG”) is a corporation organized under the laws of Singapore with its principal place of business at 8 Upper Changi Road North, Singapore 506906. 4. On information and belief, Defendant Applied Materials Taiwan, Ltd. (“AMAT-TW”) is a corporation organized under the laws of Taiwan with its principal place of business at No. -
Download All Holdings (PDF)
AMG GW&K High Income Fund - Portfolio Holdings as of February 28, 2021 Name Sector Asset Class Country Currency Par/Shares Price ($) Market Value ($) % of Fund Starwood Property Trust Inc Fixed 4.75% Mar 2025 Corporate Bond US USD 262,000 102.22 $267,810 2.52% HCA Inc Fixed 5.38% Feb 2025 Corporate Bond US USD 236,000 112.25 $264,910 2.49% Delta Air Lines Inc Fixed 7.38% Jan 2026 Corporate Bond US USD 225,000 116.57 $262,274 2.47% United Airlines Holdings Inc Fixed 5.00% Feb 2024 Corporate Bond US USD 254,000 102.63 $260,668 2.45% Apache Corp Fixed 4.63% Nov 2025 Corporate Bond US USD 251,000 103.63 $260,099 2.45% General Electric Co Floating Perpetual Corporate Bond US USD 271,000 94.56 $256,255 2.41% Howmet Aerospace Inc Fixed 6.88% May 2025 Corporate Bond US USD 220,000 115.75 $254,639 2.39% Hudbay Minerals Inc Fixed 4.50% Apr 2026 144A Corporate Bond CA USD 250,000 101.38 $253,445 2.38% Service Properties Trust Fixed 7.50% Sep 2025 Corporate Bond US USD 223,000 113.47 $253,033 2.38% American Axle & Manufacturing Inc Fixed 6.25% Apr 2025 Corporate Bond US USD 243,000 103.01 $250,314 2.35% JPMorgan Chase & Co Floating Perpetual Corporate Bond US USD 245,000 102.00 $249,900 2.35% Penske Automotive Group Inc Fixed 3.50% Sep 2025 Corporate Bond US USD 243,000 101.75 $247,253 2.32% Ford Motor Co Fixed 4.35% Dec 2026 Corporate Bond US USD 231,000 106.57 $246,186 2.31% Sprint Corp Fixed 7.13% Jun 2024 Corporate Bond US USD 211,000 115.14 $242,956 2.28% Ovintiv Exploration Inc Fixed 5.63% Jul 2024 Corporate Bond US USD 206,000 109.65 $225,881 -
GS40 0.11-Μm CMOS Standard Cell/Gate Array
GS40 0.11-µm CMOS Standard Cell/Gate Array Version 1.0 January 29, 2001 Copyright Texas Instruments Incorporated, 2001 The information and/or drawings set forth in this document and all rights in and to inventions disclosed herein and patents which might be granted thereon disclosing or employing the materials, methods, techniques, or apparatus described herein are the exclusive property of Texas Instruments. No disclosure of information or drawings shall be made to any other person or organization without the prior consent of Texas Instruments. IMPORTANT NOTICE Texas Instruments and its subsidiaries (TI) reserve the right to make changes to their products or to discontinue any product or service without notice, and advise customers to obtain the latest version of relevant information to verify, before placing orders, that information being relied on is current and complete. All products are sold subject to the terms and conditions of sale supplied at the time of order acknowledgement, including those pertaining to warranty, patent infringement, and limitation of liability. TI warrants performance of its semiconductor products to the specifications applicable at the time of sale in accordance with TI’s standard warranty. Testing and other quality control techniques are utilized to the extent TI deems necessary to support this war- ranty. Specific testing of all parameters of each device is not necessarily performed, except those mandated by government requirements. Certain applications using semiconductor products may involve potential risks of death, personal injury, or severe property or environmental damage (“Critical Applications”). TI SEMICONDUCTOR PRODUCTS ARE NOT DESIGNED, AUTHORIZED, OR WAR- RANTED TO BE SUITABLE FOR USE IN LIFE-SUPPORT DEVICES OR SYSTEMS OR OTHER CRITICAL APPLICATIONS. -
Sponsors Announced for Taiwan and China Semiconductor Industry Outlook 2003
Taiwan and China Semiconductor Industry Outlook – 2003 September 15-16, 2003 San Jose, California www.taiwan-china-outlook.com FOR IMMEDIATE RELEASE September 10, 2003 San Jose, Calif. SPONSORS ANNOUNCED FOR TAIWAN AND CHINA SEMICONDUCTOR INDUSTRY OUTLOOK 2003 The US-Taiwan Business Council, in conjunction with the Fabless Semiconductor Association, today announced the sponsors for Taiwan and China Semiconductor Industry Outlook 2003. Platinum sponsor - Agilent Technologies Gold sponsors - Applied Materials, Intel, NVIDIA, Synopsys, Teradyne, and Taiwan Semiconductor Manufacturing Company, Ltd. (TSMC) This event, focusing on the challenges and opportunities presented by the increasing economic integration of the United States, Taiwan and China semiconductor industries, will be held from September 15-16, 2003 in San Jose, Calif. Conference presentations, panels and Q&A sessions will cover economic integration; investment; export controls and dual-use technologies; intellectual property rights; business partnerships; market potential and acquiring market share. Keynote speeches will be given by Dr. Morris Chang, chairman, CEO and founder of TSMC, Kenneth Juster, under secretary of commerce for the Bureau of Industry and Security and Lisa Bronson, deputy under secretary of defense for Technology Security Policy & Counterproliferation. Additional speakers, updates to the conference agenda and registration information are available at www.taiwan-china-outlook.com. About the Conference Sponsors: Agilent Technologies (http://www.agilent.com) -
View Annual Report
Five trillion dollars of securities trade on NasdaqT. Where will the five trillion dollars of commercial real estate assets trade? Annual Report 1999 www.costargroup.com mission statement Through its products and services, CoStar Group, Inc. offers customers access to the most comprehensive, verified database of real estate infor- mation on the U.S. commercial real estate industry. Today, CoStar is creating the Internet marketplace for commercial real estate by bringing together its extensive database, 700 experienced researchers, technological expertise and a broad customer base comprised of the most active real estate firms trans- acting business in the United States. CoStar’s goal is to improve liquidity and ultimately increase the value of commercial real estate. table of contents Financial Highlights.................Page 1 Letter to Our Shareholders.....Page 2 1999 Form 10K.........................Page 5 financial highlights in thousands except per share data 1997 1998 1999 Revenues . $ 7,900 $13,900 $ 30,234 Net loss . (3,266) (3,185) (12,277) Net loss per share . (0.57) (0.44) (1.05) Weighted average common shares . 5,722 7,213 11,727 Cash and cash equivalents . 1,069 19,667 94,074 Total assets . 6,581 27,541 136,905 Stockholders’ equity . 2,917 23,203 119,697 growth in revenue database markets growth ($ millions) growth (billions of sq. ft.) 50 $35 20 30 40 15 25 30 20 10 15 20 10 5 10 5 0 0 0 ’97 ’98 ’99 ’97 ’98 ’99 ’97 ’98 ’99 1 to our shareholders improved liquidity, resulting in increased valuations for their assets. Just as the Nasdaq, in 1971, provided over-the-counter securities brokers a centralized, digital marketplace, facilitating over 500% growth and escalating market value to $5 trillion today—we believe CoStar is positioned to be the exchange that realizes significant value for the $5 trillion commercial real estate asset class. -
Wilmington Funds Holdings Template DRAFT
Wilmington Global Alpha Equities Fund as of 5/31/2021 (Portfolio composition is subject to change) ISSUER NAME % OF ASSETS USD/CAD FWD 20210616 00050 3.16% DREYFUS GOVT CASH MGMT-I 2.91% MORGAN STANLEY FUTURE USD SECURED - TOTAL EQUITY 2.81% USD/EUR FWD 20210616 00050 1.69% MICROSOFT CORP 1.62% USD/GBP FWD 20210616 49 1.40% USD/JPY FWD 20210616 00050 1.34% APPLE INC 1.25% AMAZON.COM INC 1.20% ALPHABET INC 1.03% CANADIAN NATIONAL RAILWAY CO 0.99% AIA GROUP LTD 0.98% NOVARTIS AG 0.98% TENCENT HOLDINGS LTD 0.91% INTACT FINANCIAL CORP 0.91% CHARLES SCHWAB CORP/THE 0.91% FACEBOOK INC 0.84% FORTIVE CORP 0.81% BRENNTAG SE 0.77% COPART INC 0.75% CONSTELLATION SOFTWARE INC/CANADA 0.70% UNITEDHEALTH GROUP INC 0.70% AXA SA 0.63% FIDELITY NATIONAL INFORMATION SERVICES INC 0.63% BERKSHIRE HATHAWAY INC 0.62% PFIZER INC 0.62% TOTAL SE 0.61% MEDICAL PROPERTIES TRUST INC 0.61% VINCI SA 0.60% COMPASS GROUP PLC 0.60% KDDI CORP 0.60% BAE SYSTEMS PLC 0.57% MOTOROLA SOLUTIONS INC 0.57% NATIONAL GRID PLC 0.56% PUBLIC STORAGE 0.56% NVR INC 0.53% AMERICAN TOWER CORP 0.53% MEDTRONIC PLC 0.51% PROGRESSIVE CORP/THE 0.50% DANAHER CORP 0.50% MARKEL CORP 0.49% JOHNSON & JOHNSON 0.48% BUREAU VERITAS SA 0.48% NESTLE SA 0.47% MARSH & MCLENNAN COS INC 0.46% ALIBABA GROUP HOLDING LTD 0.45% LOCKHEED MARTIN CORP 0.45% ALPHABET INC 0.44% MERCK & CO INC 0.43% CINTAS CORP 0.42% EXPEDITORS INTERNATIONAL OF WASHINGTON INC 0.41% MCDONALD'S CORP 0.41% RIO TINTO PLC 0.41% IDEX CORP 0.40% DIAGEO PLC 0.40% LENNOX INTERNATIONAL INC 0.40% PNC FINANCIAL SERVICES GROUP INC/THE 0.40% ACCENTURE -
Objectives & Accreditation
Objectives & Accreditation ACTIVITY FORMAT Live TARGET AUDIENCE This activity is designed to meet the needs of physicians, physician assistants, pharmacists, registered nurses, nurse practitioners, advance practice registered nurses, and registered dietitians with an interest in lipid management. TYPE OF ACTIVITY Live Activity; Application/ Knowledge EDUCATIONAL OBJECTIVES At the conclusion of this activity, Registered Nurses and Nurse Practitioners should be able to provide appropriate care and counsel for patients and their families. At the conclusion of this activity, all participants should be able to: Session I: The Impact of Genetics in Lipidology? Apply insight from human population genetics studies to identify novel therapeutic targets for a better understanding for atherosclerotic cardiovascular disease. Describe the current and future technologies available for genetic screen includinghow to apply them in clinical practice both for diagnosis and risk assessment Discuss experimental techniques in development for genetic manipulation to target inherited lipid disorders Keynote I Discuss ApoC3 as both a risk factor for ASCVD and as potential for therapeutic manipulation Session II- Focus on Lipoprotein (a) Discuss the epidemiology of Lipoprotein(a) (LP(a)) for both thrombosis and ASCVD Discuss the pathophysiology of LP(a) and how this impacts increased risk of ASCVD and thrombosis Discuss the status of current and emerging treatment options targeting LP(a) Clinical Lipidology Track- Critically appraise emerging research -
Pioneering New Markets Changing the Standard of Care
ANNUAL 2020 REPORT Pioneering New Markets Changing the Standard of Care UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 □ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-19125 Ionis Pharmaceuticals, Inc. (Exact name of Registrant as specified in its charter) Delaware 33-0336973 (State or other jurisdiction of (IRS Employer incorporation or organization) Identification No.) 2855 Gazelle Court, Carlsbad, CA 92010 (Address of Principal Executive Offices) (Zip Code) 760-931-9200 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading symbol Name of each exchange on which registered Common Stock, $.001 Par Value ‘‘IONS’’ The Nasdaq Stock Market LLC Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the Registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☒ No □ Indicate by check if the Registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes □ No ☒ Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.