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Mizuho Analyst

Managing Director and Senior Equity Research Analyst at Mizuho Securities

James Lee is a Managing Director and Senior Equity Research Analyst at Mizuho Securities USA, specializing in internet and digital media companies including industry leaders such as Meta Platforms, Alphabet, Amazon, Alibaba, and JD.com. Lee consistently ranks among the top analysts by performance metrics on platforms like TipRanks, maintaining a success rate above 60% and delivering double-digit average annualized returns on his stock recommendations. With a career beginning in the early 2000s at Goldman Sachs, he later held senior equity research roles at Piper Jaffray and ThinkEquity before joining Mizuho in 2015. Lee holds FINRA Series 7, 63, 86, and 87 securities licenses and is renowned for his timely market insights and accurate forecasts in the technology and e-commerce sectors.

Mizuho Analyst's questions to NISOURCE (NI) leadership

Mizuho Analyst's questions to NISOURCE (NI) leadership • Q1 2025

Question

An analyst from Mizuho Securities questioned the recent uptick in O&M expenses and asked about the expected run rate, considering the impact of Project Apollo savings.

Answer

Executive Shawn Anderson reaffirmed the expectation for flat year-over-year O&M at around $1.4 billion, a level maintained since 2016. He explained that Project Apollo's efficiencies help offset strategic investments in areas like vegetation management, which can cause quarterly fluctuations but balance out annually.

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