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Carl Icahn

  • CB Richard Ellis Group's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    CB Richard Ellis Group, Inc. (CBG)

    Q4 2011 Earnings Call

    February 7, 2012 5:00 pm ET

    Executives

    Nick Kormeluk - IR

    Brett White - CEO

    Gil Borok - CFO

    Analysts

    Anthony Paolone - JPMorgan

    Sloan Bohlen - Goldman Sachs

    Will Marks - JMP Securities

    David Ridley-Lane - BofA Merrill Lynch

    Presentation

    Operator

    Ladies and gentlemen, thank you for standing by, and welcome to the fourth quarter earnings call. (Operator Instructions) As a reminder, this call is being recorded. I'll now turn the conference over to Nick Kormeluk of Investor Relations.

    Nick Kormeluk

    About an hour ago, we issued a press release announcing our 2011 financial results. This release is available on the homepage of our website at www.cbre.com. This conference call is being webcast and is available on the Investor Relations section of our website. Also available is a presentation slide deck, which you can use to follow along with


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  • Cerner Management Discusses Q4 2011 Results - Earnings Call Transcript

    Cerner (CERN)

    Q4 2011 Earnings Call

    February 07, 2012 4:30 pm ET

    Executives

    Marc G. Naughton - Chief Financial Officer, Executive Vice President and Treasurer

    Zane M. Burke - Executive Vice President

    Michael R. Nill - Chief Operating Officer

    Jeffrey A. Townsend - Chief of Staff and Executive Vice President

    Analysts

    Jamie Stockton - Morgan Keegan & Company, Inc., Research Division

    George Hill - Citigroup Inc, Research Division

    Glen J. Santangelo - Crédit Suisse AG, Research Division

    Sebastian Paquette - Goldman Sachs Group Inc., Research Division

    Donald Hooker - Morgan Stanley, Research Division

    Atif A Rahim - JP Morgan Chase & Co, Research Division

    Ryan Daniels - William Blair & Company L.L.C., Research Division

    Sean W. Wieland - Piper Jaffray Companies, Research Division

    Presentation

    Operator

    Good day, ladies and gentlemen, and welcome to Cerner Corporation's Fourth Quarter 2011 Conference Call. Today's date is February 7, 2012, and this call is


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  • Emerson Electric's CEO Discusses Q1 2012 Results - Earnings Call Transcript

    Emerson Electric (EMR)

    Q1 2012 Earnings Call

    February 07, 2012 2:00 pm ET

    Executives

    Patrick Fitzgerald - Director of Investor Relations and Assistant Treasurer

    David N. Farr - Chairman of the Board, Chief Executive Officer and Chairman of Executive Committee

    Frank J. Dellaquila - Chief Financial Officer and Senior Vice President

    Analysts

    Jeffrey T. Sprague - Vertical Research Partners Inc.

    Mike Wood - Macquarie Research

    Steven E. Winoker - Sanford C. Bernstein & Co., LLC., Research Division

    Shannon O'Callaghan - Nomura Securities Co. Ltd., Research Division

    Deane M. Dray - Citigroup Inc, Research Division

    Julian Mitchell - Crédit Suisse AG, Research Division

    Nigel Coe - Morgan Stanley, Research Division

    Terry Darling - Goldman Sachs Group Inc., Research Division

    Richard M. Kwas - Wells Fargo Securities, LLC, Research Division

    C. Stephen Tusa - JP Morgan Chase & Co, Research Division

    John G. Inch - BofA Merrill Lynch, Research Division

    Presentation

    Operator


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  • Opnext's CEO Discusses F3Q2012 Results - Earnings Call Transcript

    Opnext, Inc. (OPXT)

    F3Q2012 Earnings Conference Call

    February 7, 2012 4:30 PM ET

    Executives

    Steve Pavlovich – Investor Relations

    Harry Bosco – Chairman and CEO

    Bob Nobile – Chief Financial Officer & Senior Vice President

    Analysts

    Patrick Newton – Stifel Nicolaus

    Natarajan Subrahmanyan – The Juda Group

    Dave Kang – B. Riley

    Presentation

    Operator

    Good afternoon. My name is Sarah and I will be your conference operator today. At this time, I would like to welcome everyone to the Q3 2012 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session. (Operator instructions) Thank you. Mr. Steve Pavlovich, Vice President of Investor Relations, you may begin your conference.

    Steve Pavlovich

    Okay, good. Thank you. Good afternoon and thanks for joining us. Today, we will discuss our financial results for the third fiscal quarter 2012 ended


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  • Liberty Property Trust's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Liberty Property Trust (LRY)

    Q4 2011 Earnings Call

    February 7, 2012 1:00 pm ET

    Executives

    Jeanne A. Leonard – Investor Relations

    William P. Hankowsky – Chairman, President & Chief Executive Officer

    George J. Alburger, Jr. – Executive Vice President & Chief Financial Officer

    Michael T. Hagan – Executive Vice President and Chief Investment Officer

    Robert E. Fenza – Executive Vice President & Chief Operating Officer

    Analysts

    Craig Mailman – KeyBanc Capital Markets

    Joshua H. Attie – Citigroup

    Alexander Goldfarb – Sandler O'Neill

    Ki Bin Kim – Macquarie Research Equities

    Brendan Maiorana – Wells Fargo Securities, LLC.

    John Guinee – Stifel Nicolaus & Company, Inc.

    John Steward – Green Street Advisor

    Presentation

    Operator

    Good afternoon. My name is Melissa, and I will be your conference operator today. At this time, I would like to welcome everyone to the Fourth Quarter Earnings Conference Call. All lines have been placed on mute to


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  • FormFactor's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    FormFactor, Inc. (FORM)

    Q4 2011 Earnings Call

    February 7, 2012 04:30 pm ET

    Executives

    Tom St. Dennis - CEO

    Mike Ludwig - CFO

    Analysts

    Terrence Whalen - Citi

    Mark Delaney - Goldman Sachs

    Patrick Ho - Stifel Nicolaus

    Presentation

    Operator

    Thank you. And welcome everyone to FormFactor’s fourth quarter 2011 earnings conference call. On today’s call are Chief Executive Officer Tom St. Dennis; and Chief Financial Officer Mike Ludwig.

    Before we begin let me remind you that the company will be discussing GAAP P&L results and some key non-GAAP results to supplement understanding of the company's financials. A schedule that provides GAAP to non-GAAP reconciliations is available on the press release issued today and also on the investor sector of FormFactor’s website.

    Also a reminder for everyone, that today's discussion contains forward-looking statements within the meaning of the Federal Securities Laws. Such forward-looking statements include, but are not limited to,


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  • Transdigm Group's CEO Discusses F1Q12 Results - Earnings Call Transcript

    Transdigm Group Incorporated (TDG)

    F1Q12 Earnings Conference Call

    February 25, 2011 11:00 AM ET

    Executives

    Raymond F. Laubenthal – President and COO

    Gregory Rufus – EVP, CFO and Secretary

    Liza Sabol – Investor Relations

    Nicholas Howley – Chairman and CEO

    Analysts

    David Strauss – UBS

    Eric Hugel – Stephens Inc

    Robert Spingarn – Credit Suisse

    Amit Mehrotra – Deutsche Bank

    J. B. Groh – D. A. Davidson & Co

    Carter Leake – BB&T Capital Markets

    Mayur Manmohansingh – Barclays Capital

    Joe Nadol – JPMorgan

    Kenneth Herbert – Wedbush

    Michael Callahan – Auriga Securities

    Michael Ciarmoli – KeyBanc

    Robert Stallard – Royal Bank of Canada

    Yair Reiner – Oppenheimer

    Yumar Habib – JPMorgan

    Presentation

    Operator

    Good day, ladies and gentlemen, and welcome to the First Quarter 2012 TransDigm Group Incorporated Earnings Conference Call. My name is Juanita and I will be your operator for today. At this time, all participants are


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  • Saputo's CEO Discusses Q3 2012 Results - Earnings Call Transcript

    Saputo (SAPIF.PK)

    Q3 2012 Earnings Call

    February 07, 2012 2:30 pm ET

    Executives

    Lino Anthony Saputo - Vice Chairman of the Board, Chief Executive Officer and President

    Sandy Goldberg -

    Louis-Philippe Carrière - Executive Vice President of Finance & Administration and Secretary

    Analysts

    Irene Nattel - RBC Capital Markets, LLC, Research Division

    Martin Landry - GMP Securities L.P., Research Division

    Michael Van Aelst - TD Securities Equity Research

    Peter Sklar - BMO Capital Markets Canada

    Mark Petrie - CIBC World Markets Inc., Research Division

    Presentation

    Operator

    Ladies and gentlemen, thank you for standing by, and welcome to Saputo's Inc. Third Quarter Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded, Tuesday, February 7, 2012. It is now my pleasure to introduce Mr. Lino Saputo, Jr., chief Executive Officer and Vice Chairman of the Board. You may begin, sir.

    Lino Anthony Saputo

    Thank you, Franz.

    Sandy


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  • Sunrise Senior Living's CEO Presents at UBS Global Healthcare Services Conference (Transcript)

    Sunrise Senior Living, Inc. (SRZ)

    UBS Global Healthcare Services Conference

    February 7, 2012 15:00 ET

    Executives

    Mark Ordan – Chief Executive Officer

    Presentation

    Unidentified Analyst

    Good afternoon everyone and welcome to the 2012 UBS Healthcare Services Conference. My name is (Victor Tan) and it’s my pleasure to introduce Mark Ordan, CEO of Sunrise Senior Living. As a reminder, I don't think there will be a breakout session following this, but Mark will explain. Thank you.

    Mark Ordan – Chief Executive Officer

    Thank you again. Because we are reporting earnings in a couple of weeks, so we are going to – we’ll skip the breakout session, but I will be around after this, if people want to talk for a few minutes. Again, my name is Mark Ordan, I’m the CEO of Sunrise Senior Living. I joined Sunrise four years ago and have been the CEO for just over three years.


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  • American Capital Agency's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    American Capital Agency Corp. (AGNC)

    Q4 2011 Earnings Call

    February 7, 2012 11:00 am ET

    Executives

    Katie Wisecarver - IR

    Malon Wilkus - Chairman & CEO

    Sam Flax - Director, EVP & Secretary

    John Erickson - CFO & EVP

    Gary Kain - President & CIO

    Chris Kuehl - SVP, Mortgage Investments

    Peter Federico - SVP & CRO

    Ernie Bell - VP and Head of Accounting & Reporting

    Jason Campbell - SVP and Head of Asset & Liability Management.

    Analysts

    Arren Cyganovich - Evercore Partners

    Jason Weaver - Sterne Ag

    Bill Carcache - Nomura Securities

    Douglas Harter - Credit Suisse

    Bose George - KBW

    Joel Houck - Wells Fargo

    Mark DeVries - Barclays Capital

    Steven Delaney - JMP Securities

    Matthew Howlett - Macquarie

    Jim Young - West Family Investments

    Mike Widner - Stifel Nicolaus

    Presentation

    Operator

    Good morning. My name is Debbie and I will be your conference operator today. At


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  • Pioneer Southwest Energy's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Pioneer Southwest Energy Partners L.P. (PSE)

    Q4 2011 Earnings Call

    February 7, 2012 12:00 PM ET

    Executives

    Frank Hopkins – SVP, IR

    Scott Sheffield – Chairman and CEO

    Rich Dealy – EVP, CFO and Treasurer

    Analysts

    Kevin Smith – Raymond James

    Michael Blum – Wells Fargo

    T. J. Schultz – RBC Capital Markets

    Stephen Tabb – Tocqueville Asset Management

    Presentation

    Operator

    Ladies and gentlemen, please stand by. We are about to begin. Good day, everyone, and welcome to Pioneer Southwest Energy’s Fourth Quarter Conference Call. Joining us today will be Scott Sheffield, Chairman and Chief Executive Officer; Rich Dealy, Executive Vice President and Chief Financial Officer; and Frank Hopkins, Senior Vice President of Investor Relations.

    Pioneer Southwest has prepared PowerPoint slides to supplement their comments today. These slides can be accessed over the internet at www.pioneersouthwest.com. Again, the internet site to access the slides related to today’s call is www.pioneersouthwest.com.


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  • Golub Capital's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Golub Capital BDC, Inc. (GBDC)

    Q4 2011 Earnings Call

    February 7, 2012 11:30 AM ET

    Executives

    David Golub – CEO

    Ross Teune – CFO

    Analysts

    Jonathan Bock – Wells Fargo

    Greg Mason – Stifel Nicolaus

    David Miyazaki – Confluence Investment Management

    J.T. Rogers – Janney Montgomery Scott

    Greg Mason – Stifel Nicolaus & Company

    Ross Haberman – Haberman Management

    Presentation

    Operator

    Good afternoon, welcome to the Golub Capital BDC Inc. February 7, 2012 quarterly earnings conference call.

    Before we begin, I would like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. Statements other than the statements of historical facts made during this call may constitute forward-looking statements and are not guarantee of future performance or results, and involve a number of risks and uncertainties. Actual results may differ materially


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  • Perrigo's CEO Discusses F2Q12 Results - Earnings Call Transcript

    Perrigo Company [PRGO]

    F2Q12 Earnings Call

    February 7, 2012 10:00 a.m. ET

    Executives

    Judy L. Brown - Chief Financial Officer, Chief Accounting Officer and Executive Vice President

    Arthur J. Shannon - Vice President of Investor Relations & Communication

    Joseph C. Papa - Chairman, Chief Executive Officer and President

    Analysts

    Louise A. Chen – Collins Stewart

    Linda Bolton-Weiser – Caris & Company

    Ami Fadia – UBS

    Jami Rubin – Goldman Sachs

    Gregg Gilbert – BofA/Merrill Lynch

    David Steinberg – Deutsche Bank

    Elliot Wilbur – Needham & Company

    Randall Stanicky – Canaccord Genuity

    David G. Buck – Buckingham Research Group, Inc.

    Jon Andersen – William Blair

    Chris Schott – JP Morgan

    Frank Pinkerton – SunTrust Robinson Humphrey, Inc.

    Gregg Gilbert – BofA/Merrill Lynch

    Presentation

    Operator

    Good morning, my name is Demetre and I will be your conference operator today. At this time, I would like to welcome everyone to the Perrigo's Fiscal


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  • BRE Properties's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    BRE Properties, Inc. (BRE)

    Q4 2011 Earnings Call

    February 7, 2012 12:00 pm ET

    Executives

    Constance B. Moore – President & Chief Executive Officer

    John A. Schissel – Executive Vice President, Chief Financial Officer

    Scott A. Reinert – Executive Vice President, Operations

    Stephen C. Dominiak – Executive Vice President, Chief Investment Officer

    Analyst

    Jeffrey Donnelly – Wells Fargo Securities, LLC

    David Bragg – Zelman & Associates, LLC

    Michael Salinsky – RBC Capital Markets

    Swaroop Yalla – Morgan Stanley

    Robert Stevenson – Macquarie Research Equities

    Ross Nussbaum – UBS

    Eric Wolfe – Citigroup Inc.

    Jana Galan – Bank of America/Merrill Lynch

    Presentation

    Operator

    Good morning. My name is Leah and I will be your conference operator today. At this time, I would like to welcome everyone to the BRE Properties Fourth Quarter 2011 Earnings Conference Call. (Operator Instructions) I would now like to turn the call over to Ms. Constance Moore,


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  • Williams Controls' CEO Discusses F1Q2012 Results - Earnings Call Transcript

    Williams Controls, Inc. (WMCO)

    F1Q2012 Earnings Conference Call

    February 7, 2012 10:30 AM ET

    Executives

    Pat Cavanagh – President & CEO

    Dennis Bunday – Executive VP & CFO

    Analysts

    Matthew Berry – Lane Five Capital Management

    John Nobile – Taglich Brothers

    Presentation

    Operator

    Good morning. My name is Jessica and I will be your conference operator today. At this time, I'd like to welcome everyone to the Williams Controls First Quarter 2012 Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session. (Operator instructions) Thank you.

    Dennis Bunday, Chief Financial Officer of Williams Controls, you may begin your conference.

    Dennis Bunday

    Good morning, everyone and welcome to our first quarter fiscal 2012 conference call.

    Before we begin, you should note that the following discussions and responses to questions reflects management's views as of today, February


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