378860100trueLoaded Data842438Coinbase Global IncCOIN/Default.aspx?mode=anote&action=redirect&id=84243812025-07-14T07:05:44.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADQALQA4ADEAQwBGAEYAMQA3ADkALQBFADUAMQA5AC0ANABBADcAQgAtADkARABEADkALQA3AEUARAA2AEMAMgAzADkAQQBGADUANAAuAHAAZABmAA==3Launching coverage with a BUY rating and a $400 price target.1842428KB HomeKBH/Default.aspx?mode=anote&action=redirect&id=84242822025-07-11T12:35:35.673aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADIALQAzAEUARgBGAEIAQQBCAEUALQBFAEUARgBFAC0ANAAyADcAMwAtAEEAOAA1ADMALQAwAEEARQBGADAARAAzAEEAMgA3ADgAQQAuAHAAZABmAA==0Trimming estimates after 'subdued' spring season2840952CoreWeave Inc.CRWV/Default.aspx?mode=anote&action=redirect&id=84095212025-07-11T07:04:02.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADMALQA0AEUAMQBFADgAQwBEAEEALQA1AEEANwAzAC0ANABDAEUARQAtADkAMgA5ADgALQA1ADAARQAxADYAOAA4AEMAMQAwADgAMAAuAHAAZABmAA==3Initiating with intermediate- and long-term BUY ratings3840948Leidos Holdings IncLDOS/Default.aspx?mode=anote&action=redirect&id=84094812025-07-10T12:47:18.260aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA5ADAALQBGAEMAQgBEAEUAQgBCADUALQAyAEMARgBEAC0ANABGAEQAMwAtAEEARgAzADkALQA2ADYAMABEADUAMgBBADUAQwA4AEEAQQAuAHAAZABmAA==0Recent relative share price weakness represents a buying opportunity4839474Sanmina CorpSANM/Default.aspx?mode=anote&action=redirect&id=83947412025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADQALQBDAEUANQAwADQAQwBFAEMALQAyAEEANQA4AC0ANABFAEIAMgAtAEEAMABBADUALQBEADgAQQBBADcANwBBADkAMgBDADIARAAuAHAAZABmAA==0Acquiring ZT Infrastructure business from AMD5839473International Flavors & FragraIFF/Default.aspx?mode=anote&action=redirect&id=83947312025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADMALQA0ADAAQwA0AEMAQgA2AEMALQA0AEMAQgAxAC0ANAA5ADcARAAtADgANAA3ADAALQAyADcARgA1ADgANwBFADIAMgA5ADEAMwAuAHAAZABmAA==0Recent weakness offers buying opportunity6839472Elanco Animal Health IncELAN/Default.aspx?mode=anote&action=redirect&id=83947222025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADUALQBDADAAQQBCADAAOAA3ADkALQA3AEIAMwA3AC0ANABEADgAMwAtADgARAA1ADkALQBDAEQAOQA0ADMAQwA3AEEANwAyAEEANwAuAHAAZABmAA==0HOLD as management points to earnings decline for 20257839471Edwards Lifesciences CorpEW/Default.aspx?mode=anote&action=redirect&id=83947112025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA5ADEALQA0AEQAQwBFAEMAMAAxADUALQA1ADkAQQAyAC0ANAAwADYAMAAtADkANgA1ADAALQBEAEEARQA5AEUAOAA1ADcARgA1AEQANgAuAHAAZABmAA==3Launching coverage with a BUY rating and a $90 target price8838962Chewy IncCHWY/Default.aspx?mode=anote&action=redirect&id=83896212025-07-09T12:49:30.567aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA1ADAALwAwADQALQAwADEAMwBFAEUAMQBGADcALQBGAEMARQAwAC0ANABCAEEAOAAtAEEAMwAzADgALQAwAEIAOABEAEMAQgA2ADYANABDAEIARgAuAHAAZABmAA==0Raising target price9835874Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=83587412025-07-09T07:04:56.493aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADkALQBGADgAMgA2ADUANQBDADMALQA4ADEANgA2AC0ANABCADYARgAtADgANABEAEEALQA2ADkARgBCADgAQgBEAEMANQA1AEMARgAuAHAAZABmAA==0Raising target price to $27010835867Lennar Corp.LEN/Default.aspx?mode=anote&action=redirect&id=83586712025-07-08T13:07:13.070aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADIALQBGADAAMwBFADcAOQA5ADgALQA0ADkANwA4AC0ANAA4ADgAOAAtADgANABGAEYALQA0ADUAMQA3ADkAOQBCADYAQwAzAEYAOAAuAHAAZABmAA==0Reducing target to $14011835866Archer Daniels Midland Co.ADM/Default.aspx?mode=anote&action=redirect&id=83586622025-07-08T13:07:13.070aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADMALQA0AEQAQgA1ADgAOABFADIALQBCAEMANQA5AC0ANAA3ADUANAAtADkAMABCADQALQBFAEQAMQBCADAANQBGADgAMgBGAEEANgAuAHAAZABmAA==0Looking for more favorable entry point12834378Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=83437812025-07-08T07:03:15.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA0ADMALQA3ADYAOQAyAEUARAAyADYALQA2ADgANwA4AC0ANAA0AEMARAAtADgAQwBDADgALQAyAEQAOABEAEMANgBCAEUAMAA1ADcANwAuAHAAZABmAA==0Enabling the AI data center13834372Johnson Controls Intl plJCI/Default.aspx?mode=anote&action=redirect&id=83437212025-07-07T12:53:32.110aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAzADUALQA3AEUAOAA3ADAARABGADgALQAwADEARgA1AC0ANAAzADIAQwAtADkARgBGAEYALQAxADEAMgA1AEMARQAyADUAOABEADUARAAuAHAAZABmAA==0Raising target price14834371Advanced Micro Devices Inc.AMD/Default.aspx?mode=anote&action=redirect&id=83437112025-07-07T12:53:32.110aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAzADQALQBDAEEAMQA3ADAAMwA4ADQALQA1AEQAMwA3AC0ANABGADkAOAAtADkAOABBAEIALQBGADEARABCAEMAMgA3ADgAOAAyADMAMAAuAHAAZABmAA==0Advancing AI with new products, solutions15832893Ralph Lauren CorpRL/Default.aspx?mode=anote&action=redirect&id=83289312025-07-07T07:16:43.253aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAyADQALQA0ADgARAA4ADUAQQA2ADEALQAyADUAMQBGAC0ANAAwADgARAAtADkANgBCADMALQA4ADIAMwA4ADgANQBCADQAQwA5ADMANAAuAHAAZABmAA==0Raising our target price16832892Emerson Electric Co.EMR/Default.aspx?mode=anote&action=redirect&id=83289212025-07-07T07:16:43.253aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAyADMALQA4AEMARgA1AEUAMgA2ADUALQAxAEIANAA1AC0ANAA5ADAANAAtAEIAMwBDADkALQA1AEIANQBDAEQAMQAxADAANwA2AEYAOAAuAHAAZABmAA==0Raising target price17831412Smurfit WestRock plcSW/Default.aspx?mode=anote&action=redirect&id=83141212025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAwADkALQA1ADgAMwBGAEUANAAzADEALQAyADcANgA0AC0ANAA1AEQARgAtAEIARAA3ADQALQA0AEYARAA1AEEAMwAzADcAOQAyAEEAOQAuAHAAZABmAA==0Value opportunity18831411DuPont de Nemours IncDD/Default.aspx?mode=anote&action=redirect&id=83141112025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAxADAALQA1AEEARQAwADcAOQA1ADQALQA3ADEARgBGAC0ANAAyADUARQAtAEIANQAyADIALQA5AEYARAA0ADMAMwA2ADcANgA3ADMAOQAuAHAAZABmAA==0Recent weakness offers buying opportunity19831410Rockwell Automation IncROK/Default.aspx?mode=anote&action=redirect&id=83141012025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAwADgALQBGADEAMgA4ADUANAA0AEEALQBBADYAQgAyAC0ANABBAEIAOQAtAEEAQQA0AEYALQAwADkANgA0AEUARQA4ADkANgA0ADUARAAuAHAAZABmAA==0Raising target price20829294Pinnacle West Capital Corp.PNW/Default.aspx?mode=anote&action=redirect&id=82929412025-07-02T13:04:46.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA5ADYALQAzAEQARgA4ADYANgA2ADYALQAwAEEANAAxAC0ANABFADAARQAtADkAQwAwADkALQA4AEQAOQAzADYARgAyAEQARQAzADYANgAuAHAAZABmAA==0Growth potential from semiconductor industry21829293Constellation Brands IncSTZ/Default.aspx?mode=anote&action=redirect&id=82929322025-07-02T13:04:46.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA5ADUALQA3AEMAMAA0ADMAOQA0AEQALQBEAEQAMQA0AC0ANAAzADUAOAAtAEIAOAAyADkALQAyAEEARgBGAEIARgA2ADkANgA1ADkARAAuAHAAZABmAA==0Weak demand leads to earnings miss22827818Zoetis IncZTS/Default.aspx?mode=anote&action=redirect&id=82781812025-07-02T06:56:17.343aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA4ADQALQBCAEUAOABDADkAMgBBAEMALQAyAEQARABBAC0ANAA0ADkAMwAtADkAMwBGAEQALQBCADkANwAwADcAMABGADEAMAA4ADYAMwAuAHAAZABmAA==0BUY as company advances pipeline23827813Royal Caribbean GroupRCL/Default.aspx?mode=anote&action=redirect&id=82781312025-07-01T13:30:04.023aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA4ADAALQA1AEYANwBCADMANwBCAEEALQBCAEYANAA2AC0ANAAzAEYAMQAtAEIANwAwADQALQBDADEAQwAzADkANgA0AEYANQA0ADkANwAuAHAAZABmAA==0Raising earnings estimates and target price24826347Hewlett Packard Enterprise CoHPE/Default.aspx?mode=anote&action=redirect&id=82634712025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADEALQA1ADkAMwA5AEUAQQA2AEQALQAyAEQANwAxAC0ANAA1AEIAMgAtADkAQwBCADQALQBEADAAOQA1ADUAQgBDADIAMAA5ADAANQAuAHAAZABmAA==0DoJ go-ahead for Juniper acquisition25826346Solventum CorpSOLV/Default.aspx?mode=anote&action=redirect&id=82634612025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADMALQBBADAAMwA4ADYAMwBFADcALQAxAEEARQBFAC0ANAA1ADAAQgAtADgAMQA4AEQALQBFADIARgAyADAAQQBEAEIAOAA4AEEAOAAuAHAAZABmAA==1Upgrading to BUY with $90 target26826345Nike, Inc.NKE/Default.aspx?mode=anote&action=redirect&id=82634512025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADIALQAwADcANQA2AEQAOQBBADAALQA5ADAANwBGAC0ANABFADIANAAtAEEARAA0ADkALQBGAEYAQwBCADMAMwAyADUAMgA0ADUARQAuAHAAZABmAA==1Upgrading to BUY with $85 price target27826344GlobalFoundries IncGFS/Default.aspx?mode=anote&action=redirect&id=82634412025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADcALQBCADgANQAwADYARAAwADAALQBBAEMARABBAC0ANABGAEMAQQAtADgAQgA1ADYALQBDAEEAQwBBADMAOQBEAEIAMABFAEEAOAAuAHAAZABmAA==3Initiating coverage with BUY rating28826335VF Corp.VFC/Default.aspx?mode=anote&action=redirect&id=82633512025-06-30T12:40:17.373aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA1ADQALQA2AEEARgA3ADUANAA2ADYALQA4AEIANAAwAC0ANABDADIARAAtAEIARgAzADcALQAyADcAMAAzAEMANABFAEEANgA0ADQANAAuAHAAZABmAA==0Shares offer value29824849Regeneron Phars, IncREGN/Default.aspx?mode=anote&action=redirect&id=82484922025-06-30T07:18:24.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA0ADUALQBFADMANABCADIAOABEADAALQAzADcAOAA1AC0ANAA3AEUAQQAtAEEARAAyADQALQA1ADQARQAxAEMARQA2AEMAQgAyADEARgAuAHAAZABmAA==-1Downgrading to HOLD30824842Eaton Corporation PLCETN/Default.aspx?mode=anote&action=redirect&id=82484212025-06-27T13:39:17.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAzADcALQAwAEQANwA3AEIAMQAzAEIALQAxADAAQwBEAC0ANABDAEIAQQAtAEEANAAyAEEALQBCAEUARQAyADgAOABDADYANABGADgAQQAuAHAAZABmAA==0Strong growth opportunities from megatrends31823364Paychex Inc.PAYX/Default.aspx?mode=anote&action=redirect&id=82336412025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADgALQA1ADkARgA5ADMARgAxADgALQAzADAAMwBBAC0ANABBADQAMQAtAEIAQwAzAEIALQBEADMARAA3ADEARQBDADYANwA1ADgANgAuAHAAZABmAA==0Recent weakness offers buying opportunity32823363McCormick & Co., Inc.MKC/Default.aspx?mode=anote&action=redirect&id=82336322025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADcALQBGADAAOAA5ADIARQBGADQALQA0AEUARABGAC0ANAAzAEUAMwAtAEIANgA4ADcALQBDAEMANwBDADUAOABBADIAMgBFADAAMAAuAHAAZABmAA==0Maintaining HOLD on prospects for modest earnings growth33823362Canadian National Railway Co.CNI/Default.aspx?mode=anote&action=redirect&id=82336222025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADYALQAyAEMAMABEADIAOAA2ADgALQAxADIAQQBDAC0ANAAzAEIAMwAtADkANwA2AEUALQBEAEEARQAxAEYARQA5ADUAQwA4AEYAOAAuAHAAZABmAA==0Near-term uncertainty34823358Kroger Co.KR/Default.aspx?mode=anote&action=redirect&id=82335812025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADAALQAxADAAMAA3ADEAQwA1ADEALQA5AEUANQA3AC0ANAAzADkARgAtADkAMwBCAEIALQAxAEUAOQBGADkAOABBAEIAQwA5ADUAMgAuAHAAZABmAA==0Raising our 12-month target price to $84 from $7535823357Micron Technology Inc.MU/Default.aspx?mode=anote&action=redirect&id=82335712025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAwADkALQA1ADEANgBCADQAMgAzAEIALQA3ADcANgA0AC0ANABFADYARgAtADkANgAzADkALQBDADEANQBDADcAQgBFAEUAMQBCAEIAMwAuAHAAZABmAA==0Solid revenue growth overcomes margin concerns36823356Linde Plc.LIN/Default.aspx?mode=anote&action=redirect&id=82335612025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADEALQAwADMAOAAxADQANwBFADgALQA3ADUAQgBEAC0ANABEADgARAAtADgAMgA2ADIALQBCADQAMwBEAEIAQwAzADUAMABFADUANAAuAHAAZABmAA==0Raising target price37821878Southwest Gas Holdings IncSWX/Default.aspx?mode=anote&action=redirect&id=82187812025-06-26T07:04:03.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADYALwA5ADMALQBCADcAQwAwADQAQgAyADUALQA2AEUAMwA0AC0ANAA0ADYARgAtADkANwAxAEYALQA5AEIARAAzADIAQwAyADkANQBBAEYANwAuAHAAZABmAA==0BUY on transformation into pure play regulated utility38819764Fortive CorpFTV/Default.aspx?mode=anote&action=redirect&id=81976422025-06-25T14:33:26.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADUALQAyADUANwBDADYAQQA4ADcALQBFADYARAAzAC0ANABCADgANgAtADkAOAA4ADgALQBCADYAQgA5AEEAOABCAEIAOABDAEEANQAuAHAAZABmAA==0Corporate split approaching39819763Air Products & Chemicals Inc.APD/Default.aspx?mode=anote&action=redirect&id=81976322025-06-25T14:33:26.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADEALwA4ADcALQA0ADcAQQA5AEIARgA3AEYALQA4ADYAQwBGAC0ANAAyADQAQgAtAEEARgBBADcALQA5AEYAQwBFADUANgBFADYAQwA4ADkARQAuAHAAZABmAA==0Looking for more favorable entry point40818258Mckesson CorporationMCK/Default.aspx?mode=anote&action=redirect&id=81825812025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADMALQA1ADMARABBADQAOQBEADcALQBFADAAMQA3AC0ANAA2AEIANQAtADgANQAxADAALQAyAEUAOQAyADkANwBEAEIAOQBDADEAQwAuAHAAZABmAA==0Raising EPS estimates41818257Dow IncDOW/Default.aspx?mode=anote&action=redirect&id=81825722025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADQALQBEAEQAMwAzADQAMgAyAEEALQA4AEIAMwBCAC0ANAA3ADcARQAtADgARQA3ADMALQA5ADgAQwBDADMAQwA2AEYARABDAEIAOAAuAHAAZABmAA==0Looking for a more favorable entry point42818256Carnival Corp.CCL/Default.aspx?mode=anote&action=redirect&id=81825612025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADYALQA3ADcANwBBAEIAMwA3ADMALQBCADkAMAA0AC0ANAAzAEQARQAtAEIANQBDAEIALQAwADAANQA5AEQAMQBFADMANgA3ADMAOAAuAHAAZABmAA==0Strong quarter and raised guidance43818255CarMax IncKMX/Default.aspx?mode=anote&action=redirect&id=81825522025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADgALQA0ADYANgA2AEUANQA2ADQALQAxADYAMAAwAC0ANAAyAEEARgAtADgANAAxAEUALQAyADkARAA0ADMAMQBEAEUANABDADEAQgAuAHAAZABmAA==0Waiting for a more favorable entry point44818254Apple IncAAPL/Default.aspx?mode=anote&action=redirect&id=81825412025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADUALQA1ADEAQgAwADQARAA5ADcALQA3AEYARAAzAC0ANABDAEUANgAtAEEARQAwADIALQBBAEQAOQAxAEQAMgA0AEQAMAA1ADIAQgAuAHAAZABmAA==0Apple 'Liquid Glass' software redesign45818253Duolingo IncDUOL/Default.aspx?mode=anote&action=redirect&id=81825312025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADEALwA4ADgALQBFADcANwA1AEUAQQBGADMALQBDADgAMQAzAC0ANAA5AEUANAAtAEEAQwBGAEMALQAyAEYAQgA4ADMARgBBADQAQQAxAEIANgAuAHAAZABmAA==3Launching coverage with a BUY rating and a $575 price target46818249Public Serv Enterprise Grp IncPEG/Default.aspx?mode=anote&action=redirect&id=81824912025-06-24T12:46:07.733aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA2ADMALQBBAEIANQA0AEUARAA2ADcALQA4ADQARQBCAC0ANABCAEIAMgAtADgAQQA5ADEALQA4AEMAOAA5AEYARQA0ADYAQgA3ADUAMgAuAHAAZABmAA==0Temperatures drove demand as scalding temperatures will impact 2Q and 3Q47816763Accenture PLCACN/Default.aspx?mode=anote&action=redirect&id=81676312025-06-24T06:42:12.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA1ADMALQAwADYANwAzAEYANAAxAEIALQBEADkANQAwAC0ANAA0ADAAQQAtAEEANQA1ADIALQA0ADEAMQAyADEARABFAEEAMAAwAEEANQAuAHAAZABmAA==0New 'Reinvention' segment and higher revenue outlook48816756Vulcan Materials CoVMC/Default.aspx?mode=anote&action=redirect&id=81675612025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADMALQA2ADYARAA5ADkAMwAzADgALQBGADYAQgA0AC0ANAA5ADkARgAtAEIARAA2AEMALQA4ADUANQAxAEQANAAyADcANQA4ADEAQgAuAHAAZABmAA==0Raising target price49816755Deere & Co.DE/Default.aspx?mode=anote&action=redirect&id=81675512025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADQALQAxAEEARQBFADgAQwA4ADIALQA0ADgANwBBAC0ANABBADMANQAtADkAMAA3ADkALQBBAEUANgA4ADMANAAxADEAOQBBADAAMAAuAHAAZABmAA==0Raising target price50815239Darden Restaurants, Inc.DRI/Default.aspx?mode=anote&action=redirect&id=81523912025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADIALQBDADgAMQA1AEUAQwA5AEYALQAzAEYAQwA1AC0ANABDADEANgAtADkANgAyADkALQAyAEMANQA4ADMANABDAEQARQBEAEIARAAuAHAAZABmAA==0Dividend increased following strong 4Q2551815238Netflix IncNFLX/Default.aspx?mode=anote&action=redirect&id=81523812025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADEALQA0ADEAQgBGAEMAQQAzADkALQA0AEIAQQBBAC0ANABGADEAQgAtADgAMgA5AEQALQA2AEQARgBGADQAQgBGAEEAMQAxADcARAAuAHAAZABmAA==0Raising target price to $1,41052813747Carrier Global CorpCARR/Default.aspx?mode=anote&action=redirect&id=81374712025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADQALQAzAEMAOABDAEYAMgA0ADIALQAyADQAOQA0AC0ANABGADYAMwAtADgARgBFADgALQA3AEEARQBDAEYAMgAwADMARAA4ADkARAAuAHAAZABmAA==0Strong growth opportunities53813746Best Buy Co. Inc.BBY/Default.aspx?mode=anote&action=redirect&id=81374622025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADMALQAzAEMAQQA5ADIAMAAxADAALQBBADQANAA1AC0ANABBAEQANAAtADkAQwA3ADgALQBCADUARAAxAEIANQBDADAAQwBDAEYAMwAuAHAAZABmAA==0Reducing EPS estimates54813729Novo NordiskNVO/Default.aspx?mode=anote&action=redirect&id=81372912025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADAALQA1ADkAMwA4ADYAOQBDADcALQA5ADIANAAxAC0ANAAyADQANgAtAEEAMgAzADkALQA3ADQAQQA4ADUAOABEADIAQwA4ADkANgAuAHAAZABmAA==0New data on semaglutide and CagriSema55813728Campbell Soup Co.CPB/Default.aspx?mode=anote&action=redirect&id=81372822025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADEALQBDADAARQBFADcAMwA2AEUALQA5ADkAMQA0AC0ANAA2ADgANwAtADkANQBGAEUALQA5ADUARgA3ADIAMgBCADAARABGAEQARQAuAHAAZABmAA==-1Downgrading to HOLD56811612Under Armour IncUAA/Default.aspx?mode=anote&action=redirect&id=81161222025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADYALQAwAEEANQA2ADAAQQA1ADIALQBEADkAQwBFAC0ANAAwADAANQAtADgARABCAEYALQAzADIANwAxADcAMgA0ADAANwBBADcAOQAuAHAAZABmAA==0Revenue decline across almost all segments, channels, and regions57811611Cencora IncCOR/Default.aspx?mode=anote&action=redirect&id=81161112025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADUALQAxADkANwBGADYAOQAzADUALQBEAEQARAA3AC0ANAA5ADgAMwAtAEIAQQA0ADAALQBDADIAQgA1ADgAOQA3ADgANgA4ADQAOQAuAHAAZABmAA==0Raising target price to $33058810114Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=81011412025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADEALQAzADIAQQAwAEUAOQBBAEUALQAwAEMANQBGAC0ANAAxADIAQwAtAEEAQwAzAEIALQBCADIARgBDADMAOAA1ADcAMAA0ADYAMwAuAHAAZABmAA==0Reducing target price to $135 from $15059810113Sonoco Products Co.SON/Default.aspx?mode=anote&action=redirect&id=81011322025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADYALQBFADAAQgBFADIAQwAzADMALQA1AEUAOQAwAC0ANAAyAEEARAAtAEEAQwAyADEALQBDAEQAMQA0AEQAMwBCAEQAQgAzAEQAMgAuAHAAZABmAA==0Looking for a more-favorable entry point60810112Meta Platforms IncMETA/Default.aspx?mode=anote&action=redirect&id=81011212025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADIALQBCAEEARQAwAEQAOABEAEEALQA1ADMANABEAC0ANAA1ADEAMwAtAEIANwAzADQALQBCADAANAA5ADkANgAyADUAMwBDADQARgAuAHAAZABmAA==0Raising target price to $79061810111Norwegian Cruise Line Hldgs LtNCLH/Default.aspx?mode=anote&action=redirect&id=81011122025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADQALQA2ADQAOAA3AEQANwA4ADcALQA2AEIANgA0AC0ANABBADgAQQAtADkANQBGADEALQAzAEYAMQA2AEEARQA3ADcANwAyAEYAOQAuAHAAZABmAA==-1Downgrading to HOLD62810110Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=81011012025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADUALQBDAEMAMAA4AEUANgBDADcALQA4AEYANQA3AC0ANAA5AEEAOAAtAEIAMgA5ADgALQA4AEMANQBCADMARgBEAEYAQgA5ADQAQwAuAHAAZABmAA==1Raising to BUY as positive topline comparisons resume63810109Rollins, Inc.ROL/Default.aspx?mode=anote&action=redirect&id=81010912025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADgALQAxADIARAA4ADIAMwAxADIALQAxADAAQwBBAC0ANAAxADIAOAAtADgAQgBCAEEALQBBADMARgBFADQAOAAwADMAOABGADcAQgAuAHAAZABmAA==3Launching coverage with a BUY rating64810105Consolidated Edison, Inc.ED/Default.aspx?mode=anote&action=redirect&id=81010512025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA3ADAALQA3ADQANgA2ADIARQAzADEALQBFAEMAMgBDAC0ANABFADEAMgAtADkAMQBFADEALQAzADYARQAyAEQANgAyADUAQwBGADAANgAuAHAAZABmAA==0Steady growth and momentum65810104Alliant Energy Corp.LNT/Default.aspx?mode=anote&action=redirect&id=81010412025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADcALQA4ADkAQQAxADQAQwA0ADIALQAzAEYARgBGAC0ANAAzAEQAOAAtAEIAOQA1ADQALQAxADIANQBFADIARAA2ADQAQQAzADgAMgAuAHAAZABmAA==0Return on investment drives earnings growth66810103International Paper Co.IP/Default.aspx?mode=anote&action=redirect&id=81010312025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADUALQA2ADgANwAzAEEAQwA5AEIALQA3AEMAOQBBAC0ANABFADcARgAtAEEAQgA3AEUALQAzADQAQwBGADYARQA0AEEAOQBFADAARQAuAHAAZABmAA==0Recent weakness offers buying opportunity67810102Trane Technologies plcTT/Default.aspx?mode=anote&action=redirect&id=81010212025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADYALQA5ADUAMwA3AEIAMQA1AEYALQBCADQAOQBEAC0ANAAzADEAMgAtADgAOAA2ADQALQBEADkAMAA1ADEANgBEAEMAOAA0ADMAMgAuAHAAZABmAA==0Raising target price68808636Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=80863612025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADQALQA4ADgANQAyAEUAMwA1ADkALQAxADcAOABBAC0ANABDADkAMgAtADgANQA0ADcALQA4AEUARQA2ADQAOAAxADEARQAzADUANwAuAHAAZABmAA==0Raising target price69808635Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=80863512025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADYALQAyADIAQwA2AEYAOQA2ADkALQBGADMAQwBCAC0ANAA0ADAAMgAtADgANQA5ADcALQAzADYARABDADUANAA4ADAAMgBDAEEAMwAuAHAAZABmAA==0Investor Day Recap70808634United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=80863432025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADUALQBBADAAMABDADAAMwA3ADUALQBDADkAQgAyAC0ANABBADMAMQAtAEEAQQAyADcALQBDAEMAMQA1ADkAQgA5AEMAMAA3ADkAMQAuAHAAZABmAA==0Downgrading to SELL and dropping coverage71808628Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=80862812025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA0ADAALQBEAEQAMwAwADAANQBCADIALQBGAEMANQA4AC0ANABDAEIAMwAtAEIAMQBGAEMALQA2ADUAQwAxAEMAOAA3AEEANAA3ADMAMAAuAHAAZABmAA==0Value opportunity72808627Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=80862712025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADkALQBDADIANAA4AEEANQBCADcALQBBADgARAA3AC0ANAAwAEYANwAtAEIAMQA2ADkALQAwADcAMwAxADQANwAxADYANABEAEUAMwAuAHAAZABmAA==0Raising target price73807112PG&E Corp.PCG/Default.aspx?mode=anote&action=redirect&id=80711222025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADkALQA3ADEARQBCAEUANgAzADYALQA0ADIAQQA1AC0ANABEAEQAOQAtAEIAQQBFADEALQBEAEEAQQA0ADMANgBEADQAOQAyADIAMQAuAHAAZABmAA==0Total return potential lagging peers74807111Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=80711122025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADgALQBBAEEAOQBDAEEARAA0ADkALQBEADYARQAzAC0ANAAxADAAOQAtAEIAOABBADUALQBFADEAOQBDAEIANAA2ADYAMQBEAEMAOAAuAHAAZABmAA==0Looking for more favorable entry point75807110Cardinal Health, Inc.CAH/Default.aspx?mode=anote&action=redirect&id=80711012025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADAALQBFAEYARQAyAEEAOABCADcALQA3AEIANQA1AC0ANAAxADIARgAtAEIAOQBFADMALQA5ADkAMwA1ADQAOQA5ADQAMQBDAEMANAAuAHAAZABmAA==0Investor Day highlights robust growth outlook76807109Adobe IncADBE/Default.aspx?mode=anote&action=redirect&id=80710912025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADcALQAxAEUAQQA5ADkAQwAwADEALQBDAEIAMgA0AC0ANAAxAEEARAAtAEIAQgAxAEUALQBDADkARABGADMARgAzADEAMQA1ADIARgAuAHAAZABmAA==0Raises guidance in an uncertain environment77805747Suburban Propane Partners L PSPH/Default.aspx?mode=anote&action=redirect&id=80574712025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADYALQAzADYAMwA4AEQANAAyADEALQA3ADEAMgAzAC0ANAAwADkARQAtADkANwAxAEEALQAwADYANQAzAEUAQQBFAEUANQA2AEUAQgAuAHAAZABmAA==0Offering an attractive 7% dividend78805746Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=80574622025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADMALQBFADgANwAwAEIAMQBEADQALQA5ADEARgA3AC0ANABEADAAQQAtADgAMAAyADMALQBFAEIAOQA4AEMARQA4ADIANwAxADkAMAAuAHAAZABmAA==0Looking for a better entry point79805745Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=80574522025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADUALQA5ADIANwBCADYANgA0AEIALQA3ADcAMwA1AC0ANABBAEUARgAtAEIANQA4AEUALQBDADYAMAA4ADcAMAA1AEMAQgA2ADcAMgAuAHAAZABmAA==0Guiding to revenue decline in 202580805744BJ`s Wholesale Club Hldgs InBJ/Default.aspx?mode=anote&action=redirect&id=80574422025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADQALQAzAEQARAAzADEANwBDADcALQBBADgANwAzAC0ANABCADAAOQAtADkAQgBEADMALQA4ADYAMABCADkANwA3ADYAOQAwADkANgAuAHAAZABmAA==0Increasing our FY26 and FY27 EPS estimates81805733Nisource Inc. (Holding Co.)NI/Default.aspx?mode=anote&action=redirect&id=80573312025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADUALQAxAEEANgBCAEEAOABBAEQALQBGADkAQwBGAC0ANABCADEAMQAtAEIAOQBCAEIALQAwADQAMwAzADMAMgAzAEYAMwA1AEUARgAuAHAAZABmAA==0Buy on sector momentum as 10-year Treasury yield decreases82805732Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=80573212025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADQALQAwADEAMQA5ADkANAAxADkALQA4ADcAQgAzAC0ANAA5ADMAQgAtAEIAMgBBADMALQA1ADEANQBDADkAQQA1ADMAMgAwADIANgAuAHAAZABmAA==0Raising target price to $23583805731Illinois Tool Works, Inc.ITW/Default.aspx?mode=anote&action=redirect&id=80573112025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADYALQBEADAAMgAzADUAMgAzADEALQAzADAAOAAyAC0ANAAwADIAOAAtADkAMgAxAEYALQBDAEIANQA5AEYAMQBEAEYAMAA5AEUANwAuAHAAZABmAA==0Raising target price84805730Brown & Brown, Inc.BRO/Default.aspx?mode=anote&action=redirect&id=80573012025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADMALQAyAEQAQwA0ADYANwBBAEQALQBBADcAMwBFAC0ANAA4ADMAQQAtADkAQwBGADYALQBDADIAOQA0AEIANQA4ADgAMwA4AEEARAAuAHAAZABmAA==0Accession acquisition likely to benefit growth85805729McDonald`s CorpMCD/Default.aspx?mode=anote&action=redirect&id=80572922025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADQALQBCADQAMgA4AEMARAAzAEYALQA4ADIARAA4AC0ANAAyADQAQgAtADkARQA4ADcALQA2ADcARAA3ADcAQQAzADkAMQBDAEMAMgAuAHAAZABmAA==-1Downgrading to HOLD86805728BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=80572822025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADkALQBDADcAQwBDAEUAMQBBADYALQBDADMANABBAC0ANAAzADMANQAtAEIARQAyAEIALQA5ADcANgAzADkANAA0AEYARgA2ADMAQwAuAHAAZABmAA==-1Lowering rating to HOLD87805727Deckers Outdoor Corp.DECK/Default.aspx?mode=anote&action=redirect&id=80572722025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADkALQBGAEUAMQBCADgARgA0ADkALQBEADkAQgAwAC0ANABDADIANQAtAEEANQA1AEMALQBDADMANAA0AEYAOAAyADYAMgA2AEIARgAuAHAAZABmAA==2Launching coverage with a HOLD rating88805720Hormel Foods Corp.HRL/Default.aspx?mode=anote&action=redirect&id=80572022025-06-12T12:57:06.610aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA4ADMALQBFADkAQQBBAEUARAA0AEYALQBFAEYANQAxAC0ANABBAEUARgAtADgAQgAxADIALQBGAEMARgBDAEYAMQBEAEQAQQBEADkAOAAuAHAAZABmAA==0Looking for a more favorable entry point89804215Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=80421512025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADcALQBEADgARQBGADkAMAA4ADgALQA2ADcARAAxAC0ANAAyADUARQAtAEEANAA1ADIALQAzAEYAOQBBAEQARQA1AEIAMgA4AEEAQwAuAHAAZABmAA==0Growing gulf coast region drives industrial sales volumes90804214New York Times Co.NYT/Default.aspx?mode=anote&action=redirect&id=80421412025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADgALQAyAEMAOAAzADUAQQBEAEMALQA1ADIAOAA3AC0ANAA3ADkAOAAtADkARQA5AEUALQA4ADEANwBDAEYAMgBBAEEAOQBEADkAQwAuAHAAZABmAA==0Trading at a below-average P/E multiple91802100Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=80210022025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADMALQBFADkAMgBDAEIAOABDADEALQBDAEIARgA1AC0ANAA1ADkARgAtADkAMgBEADAALQA1ADYANABEADMARgAzAEIANAAzADQAQwAuAHAAZABmAA==0On an acquisition spree92802099Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=80209912025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADIALQA4ADkAQgBEAEMARQA0ADEALQA2ADcAMAAwAC0ANAA0AEUAMAAtAEIARABEAEEALQAxAEQAOAA1AEUAQQBGAEEAOQBBADQARQAuAHAAZABmAA==0AI data center momentum; robust guidance93802083Warner Bros.Discovery IncWBD/Default.aspx?mode=anote&action=redirect&id=80208322025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADIALQBGADcAOABEAEQAQQBBADgALQAyADIAMABFAC0ANAA0AEEARAAtAEIAMgA3AEQALQAzAEEANgA4ADIARAAzADcANgAwADYAQwAuAHAAZABmAA==0Announces separation of assets94802082Caterpillar Inc.CAT/Default.aspx?mode=anote&action=redirect&id=80208212025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADMALQAyAEIARgA3ADIAQgA2AEEALQBDAEUAMQBEAC0ANABEADkAOAAtADkAMQBFADkALQA2AEYAMABBAEIAMgBEADYARAA3ADgAMQAuAHAAZABmAA==0Recent weakness offers a buying opportunity95802081Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=80208122025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADUALQAwADYAMQBFAEMAQgBCADEALQBDADEAMgBCAC0ANAAyADcAOAAtAEEARgBDADAALQA1ADcAMgA2ADEARgA5AEUAOQA1ADAAMAAuAHAAZABmAA==0Looking for more favorable entry point96802080Illumina IncILMN/Default.aspx?mode=anote&action=redirect&id=80208012025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADQALQAxAEEAQwBBAEUAOQBBADEALQAyADAARQA1AC0ANABFADMARgAtAEIAMQA4AEEALQAxAEQARABFAEUAOQA2ADIAQQA1AEYAOQAuAHAAZABmAA==0Portfolio advancements drive new growth opportunities97802076Paramount GlobalPARA/Default.aspx?mode=anote&action=redirect&id=80207632025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADAALQAxAEUAMwBGADQANQBEADcALQA2ADUAMgBFAC0ANABFAEMARAAtAEEAMwBFADcALQA0ADkARQA3ADEAQgA1AEIAQgBCAEYAOQAuAHAAZABmAA==0Awaiting acquisition98802075Dicks Sporting Goods, Inc.DKS/Default.aspx?mode=anote&action=redirect&id=80207512025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADEALQBEAEUAMAAzADYAOQBEADQALQA4AEEAQQAyAC0ANAAyADEAQgAtAEEAMQBEAEEALQA1ADUAQQBFAEQANgA1ADUARQBEADYANgAuAHAAZABmAA==0Lowering our target price99802074Broadcom IncAVGO/Default.aspx?mode=anote&action=redirect&id=80207412025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADkALQA5ADIAMQBBAEQAQgBCAEEALQA1ADcANwA3AC0ANABEADEAQwAtAEEAOQA0ADkALQBEAEQARQAwADUAMgBGADkAQQA5AEUANQAuAHAAZABmAA==0AI momentum and VMware driving growth100

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State of Global Demand for U.S. Debt

For years, demand from all corners of the globe for the safety and security of U.S. Treasury debt has helped keep a cap on long-term interest rates, even when inflation was stubbornly high. Total public debt owed by the U.S. federal government was $36 trillion at the end of 1Q25, according to the U.S. Department of the Treasury. Outside of U.S. investors, the two largest holders were Japan, which owns 3.1% of the debt, and the UK, which owns 2.2%. The other nations among the top 10 holders have 9% of the debt. As such, the top 10 holders collectively own about 15%. The grand total of U.S. debt owned by foreign holders is $9.0 trillion, or about 25% of the total. Over the past year, this has ranged from $8.0 trillion to $9.0 trillion. These lofty levels may be at risk in the months ahead, due not to inflation but rather to the uncertainty surrounding President Trump's tariff program and its potential impact on global trade. Yes, the U.S. runs a trade deficit -- but its trading partners take part of their proceeds and reinvest in the U.S. economy. As the U.S. appetite for imports wanes, the Treasury bond market may well see funds repatriated out of the U.S. by trader nations and moved back to local investment opportunities. In theory, if demand for Treasuries evaporates, the price for Treasuries will decline, and interest rates will go up. This has started to play out to a degree, as the benchmark 10-year bond yield has climbed almost 40 basis points during the past three months (months that featured trade-related market volatility). As we have said before, the only real certainty with trade wars is that there will be unintended consequences. of the debt. As such, the top 10 holders collectively own about 15%. The grand total of U.S. debt owned by foreign holders is $9.0 trillion, or about 25% of the total. Over the past year, this has ranged from $8.0 trillion to $9.0 trillion. These lofty levels may be at risk in the months ahead, due not to inflation but rather to the uncertainty surrounding President Trump's tariff program and its potential impact on global trade. Yes, the U.S. runs a trade deficit -- but its trading partners take part of their proceeds and reinvest in the U.S. economy. As the U.S. appetite for imports wanes, the Treasury bond market may well see funds repatriated out of the U.S. by trader nations and moved back to local investment opportunities. In theory, if demand for Treasuries evaporates, the price for Treasuries will decline, and interest rates will go up. This has started to play out to a degree, as the benchmark 10-year bond yield has climbed almost 40 basis points during the past three months (months that featured trade-related market volatility). As we have said before, the only real certainty with trade wars is that there will be unintended consequences.

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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Symbol - Company

Report Date

Industry

Previous Close

MMM - 3M CO.

04/28/2025

Industrial

$155.84

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$132.02

ABBV - ABBVIE INC

05/01/2025

Healthcare

$192.45

ANF - ABERCROMBIE & FITCH CO.

06/06/2025

Consumer Discretionary

$89.34

ACN - ACCENTURE PLC

06/24/2025

Information Technology

$281.06

ADBE - ADOBE INC

06/16/2025

Information Technology

$363.35

ADTN - ADTRAN HOLDINGS INC

05/21/2025

Information Technology

$9.20

AAP - ADVANCE AUTO PARTS INC

05/27/2025

Consumer Discretionary

$62.56

AMD - ADVANCED MICRO DEVICES INC.

07/07/2025

Information Technology

$146.42

ACM - AECOM

05/07/2025

Industrial

$114.44

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Jim Kelleher, CFA

7/14/2025

View

Weekly Stock List: Lingering High Rates

Christine Dooley

7/7/2025

View

2025 Bank Stress-Test Results

Stephen Biggar

7/2/2025

View

Weekly Stock List: Shooting Stars and Falling Angels in 1H25

John Eade

6/30/2025

View

Weekly Stock List: Sustainable Growth Companies

John Eade

6/23/2025

View

more...

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New Portfolio Update

The Argus Dividend Growth Model Portfolio

Dividend income is often overlooked amid gyrations in the stock market. Consider that in 2024, market bulls were boasting about 24%-plus S&P 500 returns.

Dividend income is often overlooked amid gyrations in the stock market. Consider that in 2024, market bulls were boasting about 24%-plus S&P 500 returns. No one was very focused on the broad market index’s 1.2% dividend yield. But dividends are an important element of return, and 2025 is bearing that out. Through May, the S&P 500 was up a thin 1.1%; without dividends, there was essentially no returns at all. Indeed, dividend income accounted for 42% of the total return of the S&P 500 between 1930 and 2012, according to Hartford Funds. And that’s just the average. In some of those decades, dividends accounted for more than 50% of total returns and even 100% of returns. More recently, dividends have accounted for a smaller portion of returns, at around 15%-20%. Not for nothing, in 2022, dividend payments softened the blow when most market indices turned bearish as the Federal Reserve hiked interest rates. We saw that pattern in 2018 as well. Not all dividends are created equal, though, and it is important to understand the difference between the two main investment categories: high-yield stocks and dividend-growth stocks.

Market View

No Doldrums This Week

Stocks are flat at Monday midday. This is the calm before the storm as big bank earnings and the latest CPI data are due in tomorrow. The yield on the 10-year Treasury note is 4.44%. Crude oil has dropped a bit after coming close to $70 per barrel earlier this morning. Bitcoin has hit another record high and is now near $120,000. Congress will consider new legislation on digital currencies.

Active Stocks: Nebius (NBUS) is up on positive Wall Street analyst comments. CoreWeave (CRWV) is also higher. Argus launched coverage with a BUY rating. Crypto stocks, including MicroStrategy (MSTR), are following Bitcoin higher. The S&P 500 is up 0.03%, the Dow is up 0.06%, the Nasdaq is up 0.19%, and the Russell 2000 is up 0.18%. Industries trading higher today include: Entertainment, Capital Markets, and Automobile Components. Industries trading lower today include: Household Products, Energy Equipment & Services, and Technology Hardware Storage & Peripherals. The VIX is up 0.73 at 17.13 after closing yesterday at 16.40. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 10,977 contracts of the Jul 18 165 call, changing hands. The put/call ratio is 0.78 (1,554,725)/(2,002,337). NYSE Adv/Dec (1282/1443). Nasdaq Adv/Dec (2323/1965). [Argus Research, various news and data sources]

The S&P 500 is up 0.03%, the Dow is up 0.06%, the Nasdaq is up 0.19%, and the Russell 2000 is up 0.18%.

Industries trading higher today include: Entertainment, Capital Markets, and Automobile Components. Industries trading lower today include: Household Products, Energy Equipment & Services, and Technology Hardware Storage & Peripherals.

The VIX is up 0.73 at 17.13 after closing yesterday at 16.40. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 10,977 contracts of the Jul 18 165 call, changing hands. The put/call ratio is 0.78 (1,554,725)/(2,002,337). NYSE Adv/Dec (1282/1443). Nasdaq Adv/Dec (2323/1965).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 07/14/2025

The Second-Quarter: Getting Used to Uncertainty

The second quarter of 2025 represented a remarkable turnaround from a down first quarter. The second quarter did not start well, as adverse reaction to President Trump’s “Liberation Day” tariffs sent the Nasdaq Composite into bear-market territory and the S&P 500 into a deep correction. Yet both selloffs proved to be short-lived, as the White House immediately began pausing and/or softening proposed tariffs while also backing off attacks on Fed independence. ... more

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Market Watch {date:this.formatDateShort}

{title}

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Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

State of Global Demand for U.S. Debt

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

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