Sign in

    Jean Paul Ramirez

    Financial Advisor at D.A. Davidson & Co.

    Jean Paul Ramirez is a Financial Advisor at D.A. Davidson & Co., providing financial guidance and investment analysis with a focus on clients based in Portland, Oregon. In his role, he assists individuals and organizations, though specific company coverage and performance metrics such as rankings, average returns, or success rates are not publicly available. Beginning his advisory career at D.A. Davidson & Co. with one year of experience, there is no verified history of prior positions or detailed professional credentials in the public domain. Additional licensing or achievements, such as FINRA registration or notable analyst recognition, could not be confirmed from available sources.

    Jean Paul Ramirez's questions to DYCOM INDUSTRIES (DY) leadership

    Jean Paul Ramirez's questions to DYCOM INDUSTRIES (DY) leadership • Q1 2026

    Question

    Jean Paul Ramirez from D.A. Davidson asked whether further customer consolidation in the cable and telecom industry typically drives more business for Dycom.

    Answer

    President and CEO Dan Peyovich responded that, historically, customer consolidation has been a positive for Dycom. He explained that larger, consolidated customers often prefer a national partner like Dycom, and such M&A activity generally leads to increased capital investment and more opportunities for network builds and upgrades.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Southland Holdings (SLND) leadership

    Jean Paul Ramirez's questions to Southland Holdings (SLND) leadership • Q1 2025

    Question

    Jean Paul Ramirez, on behalf of Jean Veliz, sought clarity on a normalized margin for the Civil segment given recent volatility, whether to expect revenue contraction in Transportation in 2025, any updates on claim settlements, and the outlook for free cash flow development.

    Answer

    President and CEO Frankie S. Renda stated that mid-teen returns should be achievable for the Civil segment. He also noted that while exiting the M&P business will affect Transportation revenue, new core bridge projects are ramping up to contribute more to margins. On claims, Renda confirmed ongoing progress on legacy settlements and expects significant cash flow in coming quarters, though CFO Keith Bassano reiterated that timing remains uncertain. Bassano also projected that free cash flow would be more heavily weighted towards the second half of 2025.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to NWPX Infrastructure (NWPX) leadership

    Jean Paul Ramirez's questions to NWPX Infrastructure (NWPX) leadership • Q4 2024

    Question

    Jean Paul Ramirez sought clarification on Q1 2025 Precast margin assumptions, how the SPP backlog and bidding environment translate to full-year margins, the expected development of the residential business in 2025, and the revenue outlook for the ParkUSA business.

    Answer

    CEO Scott Montross stated that Q1 2025 Precast margins are expected to be similar to Q1 2024. For the SPP segment, he anticipates steady demand will create upward pressure on margins throughout 2025, with the potential for margins to reach the low 20s as IIJA-funded projects materialize in future years. He noted the residential (Geneva) business remains very strong, and confirmed the company has a goal for both its Geneva and ParkUSA businesses to each reach a $100 million annual revenue run rate by the end of 2026, with the nonresidential recovery expected to positively impact results starting late in Q1 2025.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to GRANITE CONSTRUCTION (GVA) leadership

    Jean Paul Ramirez's questions to GRANITE CONSTRUCTION (GVA) leadership • Q4 2024

    Question

    Jean Paul Ramirez asked about a $17 million gain on asset sales that was expected in Q4 but did not occur, and if it was pushed to 2025. He also requested a breakdown of the guided 150 basis point EBITDA margin improvement between the Construction and Materials segments, and asked for more detail on CAP improvements in Q1 2025.

    Answer

    CEO Kyle Larkin confirmed the asset sale was delayed into 2025 and is not included in the current guidance, representing potential upside. He attributed the expected margin improvement primarily to the Construction segment (over 1%) with the balance from the Materials segment. Larkin reiterated a positive long-term outlook for CAP, noting that a significant volume of low bids from Q4 will convert in Q1 and Q2, continuing to strengthen the quality of their project portfolio.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to MATRIX SERVICE (MTRX) leadership

    Jean Paul Ramirez's questions to MATRIX SERVICE (MTRX) leadership • Q2 2025

    Question

    Jean Paul Ramirez asked about the company's confidence in achieving profitability in the second half of fiscal 2025, the risk of further project delays, the outlook for backlog growth into fiscal 2026, and the nature of conversations with clients regarding the current opportunity landscape.

    Answer

    President and CEO John Hewitt expressed confidence in returning to profitability in the second half of the year, driven by continued quarter-over-quarter revenue growth which will improve overhead absorption. Regarding the backlog, Hewitt noted that while the book-to-bill can be lumpy, the current $1.3 billion backlog is historically strong and is supported by a growing opportunity pipeline of over $7 billion, particularly in cryogenic storage. He added that energy clients feel positive about the regulatory environment and global demand, suggesting any recent hesitation may have been an anomaly related to election cycle uncertainty.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to MATRIX SERVICE (MTRX) leadership • Q2 2025

    Question

    Jean Paul Ramirez asked about Matrix Service Company's confidence in returning to profitability in the second half of fiscal 2025, the potential for further project delays, and the outlook for backlog growth into fiscal 2026 following a recent decline.

    Answer

    President and CEO John Hewitt expressed strong confidence in returning to profitability in the latter half of the fiscal year, driven by continued quarter-over-quarter revenue growth which will improve overhead absorption. He explained that while the timing of project awards can be uneven, the opportunity pipeline has grown to over $7 billion, providing a strong basis for future backlog growth. Hewitt emphasized that the current $1.3 billion backlog remains at a historically high level for the business.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Concrete Pumping Holdings (BBCP) leadership

    Jean Paul Ramirez's questions to Concrete Pumping Holdings (BBCP) leadership • Q4 2024

    Question

    Jean Paul Ramirez questioned the demand assumptions behind the Q3 U.S. Pumping inflection, the margin outlook for that segment, the cause of the Q4 margin jump in Waste Management, and the forecast for pricing pressure in U.S. Pumping.

    Answer

    CFO Iain Humphries cited optimism around a new administration and Fed actions as drivers for the back-half weighted recovery. He confirmed the consolidated guidance implies a 1% margin improvement for 2025, which includes the U.S. Pumping segment. He attributed the Waste Management margin fluctuation to ongoing growth investments. Executive Bruce Young expects some pricing pressure to persist in early 2025 but anticipates it will ease on a quarter-by-quarter basis as the market shifts.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Construction Partners (ROAD) leadership

    Jean Paul Ramirez's questions to Construction Partners (ROAD) leadership • Q4 2024

    Question

    Jean Paul Ramirez asked for clarification on the composition of the reported backlog, specifically questioning how much of the $1.96 billion figure was attributable to the newly acquired Lone Star Paving.

    Answer

    President and CEO F. Smith clarified that the reported record backlog of $1.96 billion was as of the fiscal year-end on September 30, 2024. Since the Lone Star acquisition closed on November 1, 2024, its backlog is not included in that total. Lone Star's backlog will be incorporated into CPI's reported figures starting with the next quarter.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Tecnoglass (TGLS) leadership

    Jean Paul Ramirez's questions to Tecnoglass (TGLS) leadership • Q3 2024

    Question

    Jean Paul Ramirez, on behalf of Brent Thielman from D.A. Davidson, asked about the backlog's burn rate given longer-term projects, the validity of the $5-$10 million monthly revenue target for vinyl in 2025, and the potential margin impact from the Saint-Gobain relationship.

    Answer

    Executive Santiago Giraldo noted the backlog burn rate might adjust to around 60% over 12 months due to larger projects. Executive Jose Daes affirmed the company expects the vinyl business to ramp up in 2025. Regarding margins, Santiago Giraldo suggested that discounted glass purchasing could help maintain gross margins around 45-46% or higher, with more specific guidance to come next quarter.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Knife River (KNF) leadership

    Jean Paul Ramirez's questions to Knife River (KNF) leadership • Q3 2024

    Question

    Jean Paul Ramirez from D.A. Davidson & Co. asked about 2025 growth drivers in key states, the contribution from prestress concrete activities, and the company's outlook on industry pricing for next year. He also sought clarification on the Q3 cash balance relative to acquisition spending.

    Answer

    President and CEO Brian Gray highlighted strong DOT budgets and public funding across all states as a key tailwind for 2025, with the Mountain and Central regions showing particularly strong backlog and bid schedules. He noted the new prestress facility in Spokane is performing exceptionally well. Gray agreed with industry sentiment that pricing momentum will continue into 2025 and outpace costs. CFO Nathan Ring clarified the Q3 cash balance reflected spending through September 30.

    Ask Fintool Equity Research AI