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    Stephanie Yee

    Vice President and Equity Analyst at JPMorgan Chase & Co.

    Stephanie Yee is a Vice President and Equity Analyst at JPMorgan Securities LLC, specializing in coverage of industrials and energy sectors with a focus on companies such as Montrose Environmental Group, Waste Management, Waste Connections, UL Solutions, and Imperial Oil. Across 34 stock ratings, she has maintained a 52.63% success rate and achieved a 7.78% average return on her recommended stocks. Yee began her career as an Analyst at Evercore Group LLC from 2009 to 2011 before joining JPMorgan in 2011, after graduating from The Wharton School of the University of Pennsylvania. She is recognized for her expertise in waste management and integrated oil & gas industries, holding roles that require advanced credentials in securities analysis.

    Stephanie Yee's questions to BRIGHT HORIZONS FAMILY SOLUTIONS (BFAM) leadership

    Stephanie Yee's questions to BRIGHT HORIZONS FAMILY SOLUTIONS (BFAM) leadership • Q1 2025

    Question

    Stephanie Yee sought clarification on the revised enrollment growth assumption, the playbook for driving enrollment in a weaker macro environment, and whether discounting or promotions would be used.

    Answer

    CFO Elizabeth Boland confirmed the annual enrollment growth assumption was trimmed by 50 basis points to a 2-3% range. CEO Stephen Kramer explained their playbook remains focused on differentiating quality and ensuring a seamless customer journey. He added that instead of broad-scale discounting, they use targeted incentives within their 'One Bright Horizon' strategy to encourage clients' employees to adopt additional services.

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    Stephanie Yee's questions to UL Solutions (ULS) leadership

    Stephanie Yee's questions to UL Solutions (ULS) leadership • Q4 2024

    Question

    Stephanie Yee inquired about the 2025 outlook for the Industrial segment, particularly whether its strength would continue after a potential Q4 pull-forward in ongoing certification services. She also asked about the Q4 deceleration in certification testing and any potential regulatory risks.

    Answer

    CEO Jennifer Scanlon expressed confidence in the Industrial segment, citing strong demand from megatrends like the energy transition and digitalization, and dismissed concerns about regulatory threats to certification testing. CFO Ryan Robinson quantified the Q4 pickup in ongoing certification services, noting it contributed about 1% to consolidated revenue growth and could create a tougher comparison in 2025.

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    Stephanie Yee's questions to UL Solutions (ULS) leadership • Q3 2024

    Question

    Stephanie Yee requested a rule of thumb for incremental margin flow-through and asked if the Industrial segment's double-digit revenue growth is sustainable into 2025, given its long-term tailwinds.

    Answer

    EVP and CFO Ryan Robinson stated that providing a margin flow-through rule of thumb was not possible at this time due to temporary cost factors. President and CEO Jennifer Scanlon affirmed the durability of the Industrial segment's growth, supported by long-duration projects and megatrends like electrification, but deferred specific 2025 guidance.

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    Stephanie Yee's questions to Waste Connections (WCN) leadership

    Stephanie Yee's questions to Waste Connections (WCN) leadership • Q3 2024

    Question

    Stephanie Yee from JPMorgan Chase & Co. asked about any concerns regarding the upcoming election's potential impact on the waste industry and sought clarification on the expectation for 'above-average underlying margin expansion' in 2025.

    Answer

    Executive Ronald Mittelstaedt expressed confidence in the company's ability to excel under any political administration, noting that different outcomes present different opportunities, such as pricing leverage from more regulation or faster M&A from less. He clarified that underlying margin expansion in 2025 should be close to 2024's strong levels, though reported margins might be slightly lower due to headwinds like commodities and M&A dilution.

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