301950100trueLoaded Data390993Jacobs Engineering Group, Inc.J/Default.aspx?mode=anote&action=redirect&id=39099312021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADUALQA3ADYARgAxADYAOAA0ADcALQBFAEQAQQA3AC0ANAA4ADIANwAtADgARQBFAEEALQA1AEYAQQAzADgAMgBFAEYAMABDAEQAMwAuAHAAZABmAA==0Boosting estimates and target following strong fiscal 4Q 1390992Simon Property Group, Inc.SPG/Default.aspx?mode=anote&action=redirect&id=39099212021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADcALQAyAEEANQBDADAAMwBGADQALQBEAEEARABBAC0ANAAyAEIANgAtAEIAQgBCADMALQBFADgARgBBAEQARgA4ADIANgA1AEYAMQAuAHAAZABmAA==0Raising target to $180 2390991HP IncHPQ/Default.aspx?mode=anote&action=redirect&id=39099112021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADYALQA1ADMANgBFADkARABFADkALQBBADEAOABEAC0ANABEAEEAQgAtAEIAQwA5ADAALQBEADUAQQA2ADcAQgBEADgANgBCADkAOQAuAHAAZABmAA==0Unanticipated PC surge; reiterating BUY 3390990Vontier CorpVNT/Default.aspx?mode=anote&action=redirect&id=39099012021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADgALQBDAEIARQBGAEMARgBGADEALQAwADEARQA3AC0ANABGADcANgAtADkAQQA5AEIALQAxADUAQQAwADUAOQBFADIANgBDADkAMwAuAHAAZABmAA==0Value opportunity 4390989TJX Companies, Inc.TJX/Default.aspx?mode=anote&action=redirect&id=39098912021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADQALQBDADAANABEAEIARAAyAEEALQBCADMANQA3AC0ANAAwADkAMQAtADkAQwA4ADMALQA0ADYANAAxAEQAMwBDADUAQQBCAEEARAAuAHAAZABmAA==0Lifting target to $88 from $86 5388875Zoom Video Communications IncZM/Default.aspx?mode=anote&action=redirect&id=38887512021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADcALQA0ADgANwAxADkAMQA3AEUALQA3AEMARQBFAC0ANAAyAEYANQAtADkANgAwADcALQA0ADgAMwA0ADAANgBBAEYAOAAyADYANwAuAHAAZABmAA==0Maintaining BUY after solid fiscal third quarter 6388874Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=38887412021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADYALQAzADIANQAwADEANgA3AEYALQA2ADgAMQBGAC0ANABDADcANQAtADgAOQA3AEQALQBGAEYAQQBFAEUAQwAwAEMAMwBDADIAQQAuAHAAZABmAA==0Reaffirming BUY following 3Q results 7388873Analog Devices Inc.ADI/Default.aspx?mode=anote&action=redirect&id=38887312021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADUALQA5ADEAOQAzADMANgBGAEQALQA2AEMARQA3AC0ANABEADYAOQAtADgAQgA4ADAALQAzADUAMQAzADgARQBFAEIARgBFADMAMgAuAHAAZABmAA==0Exceeds higher guidance; favorable FY22 outlook 8388862Southwest Gas Holdings IncSWX/Default.aspx?mode=anote&action=redirect&id=38886222021-11-24T07:13:04.317aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAwADEALQA3AEYANQBGADkAMQBDADgALQAxADcANQAwAC0ANAA1ADcAQgAtAEEAMQA1ADAALQA5ADkANAAwADYAQQBFADYAQgAwADEANAAuAHAAZABmAA==0Looking for favorable entry point 9388861Alibaba Group Holding LtdBABA/Default.aspx?mode=anote&action=redirect&id=38886122021-11-24T07:13:04.317aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAwADAALQA3ADMAMQA5ADEAOAAwADAALQBGADcAOAAwAC0ANABEADgAMwAtAEIAMgAyAEYALQAzAEQANgBDADgANwBGAEUAQwAzADUAMgAuAHAAZABmAA==-1Lowering to HOLD amid competitive, political pressures 10388855Universal Technical InstituteUTI/Default.aspx?mode=anote&action=redirect&id=38885522021-11-23T13:33:12.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA5ADYALQAxAEUAMwA2ADMAQwBBAEQALQA2ADIAOQAyAC0ANABBADIAQQAtAEEAOAAxADIALQA5ADEANwAwADgAQwBFADkAOABEADUAMwAuAHAAZABmAA==0Maintaining HOLD 11388854Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=38885412021-11-23T13:33:12.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA5ADcALQAyADIAQQAyADAAQQAxADQALQAyAEYARgBBAC0ANAAyADIAQwAtADkANAAzADQALQBEAEQANgAwADkAOABEAEQANAA3ADgAMAAuAHAAZABmAA==0Raising target to $300 from $295 12388844New Jersey ReSrcs CorporatioNJR/Default.aspx?mode=anote&action=redirect&id=38884412021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADUALQAwADEANQBBAEMAQwA1ADMALQBEADYARgAwAC0ANABGAEEAMgAtADkAMwAxADYALQBEADAARABEADkAMwA1ADYARQAxADQAOAAuAHAAZABmAA==0Attractive yield in low-rate environment 13388843UWM Holdings CorporationUWMC/Default.aspx?mode=anote&action=redirect&id=38884312021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADgALQAxAEMAMQBCAEIAOQA4ADkALQA3AEQAMgAzAC0ANABEAEQARgAtADgAMABCADEALQAwADUAMAA2ADkARABGADkANwBDAEIAMQAuAHAAZABmAA==0Reiterating BUY following 3Q results 14388842Palo Alto Networks IncPANW/Default.aspx?mode=anote&action=redirect&id=38884212021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADYALQAwADgAMQBBADcANgBCADUALQBBADYAOQA1AC0ANAA5AEMARQAtAEIARAAxAEQALQA5ADAAMgAxADEAOQAxADgARAAxADYAQwAuAHAAZABmAA==0Raising target price to $620 15388841Zimmer Biomet Holdings IncZBH/Default.aspx?mode=anote&action=redirect&id=38884122021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADcALQAzAEEAQwA4ADkANAAyAEIALQBCADEANABDAC0ANAAzADEANQAtAEIAQwBFAEUALQAyAEMAOAAzADMANgA2ADMAMQA3AEYANQAuAHAAZABmAA==-1Downgrading to HOLD 16388831Williams-Sonoma, Inc.WSM/Default.aspx?mode=anote&action=redirect&id=38883112021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADQALQBGAEYARQBFAEYAMgBGAEEALQA3ADYANwA2AC0ANAAzAEMAQwAtADgAQgBGAEMALQA0AEYAQQAxAEEAQQA3ADEAMwAyADMARgAuAHAAZABmAA==0Raising target to $250 from $215 17388830ViacomCBS IncVIAC/Default.aspx?mode=anote&action=redirect&id=38883022021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADMALQA5ADAANAAwADgAMgBDAEQALQBFADEAMgA5AC0ANAA0ADEAMgAtAEIAOABEADQALQA1ADIAMwBGAEIARQAwADUARAAxADQAQQAuAHAAZABmAA==0Maintaining HOLD following 3Q results 18388829Coca-Cola Europacific Pntr PLCCCEP/Default.aspx?mode=anote&action=redirect&id=38882912021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADIALQAxADgARgA5ADYARAA2AEUALQAwADUARgBEAC0ANAA0ADAARAAtADgAMwA1ADYALQBEADUAQQA3AEIAOABBADIARAA3AEUAMwAuAHAAZABmAA==0Maintaining BUY and $70 target 19388817Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=38881712021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADMALQA4ADAARgBDADAANwBFADcALQBGAEMAQwBBAC0ANABGADQAQwAtADkAOABGADEALQA0ADQAOAA5AEQANwBEADcAQQAyADMARAAuAHAAZABmAA==0Reaffirming BUY following 3Q results 20388816Intuit IncINTU/Default.aspx?mode=anote&action=redirect&id=38881612021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADQALQAwADIAOQA0AEMARQA0AEUALQA0AEMAQQBCAC0ANABGAEUAOQAtAEEARAA2ADAALQAyADIAQwAyADEAMgAyAEUAQwAzAEUAMgAuAHAAZABmAA==0Acquisitions paying off; reiterating BUY 21388815Silk Road Medical IncSILK/Default.aspx?mode=anote&action=redirect&id=38881512021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADUALQA1ADIAMABGAEQAQQBGAEMALQBFADUANAAyAC0ANAA1ADcARgAtAEEAMwBCADEALQAwAEQAOQA0ADYAQwBEAEUAMgA2AEEAOAAuAHAAZABmAA==0Reiterating BUY after 3Q results 22388809Walmart IncWMT/Default.aspx?mode=anote&action=redirect&id=38880912021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADcALQAyADUAMgAyADQAQQBFADcALQAzADIAOAAzAC0ANAA0AEMARAAtADkARgBDAEUALQA0ADYARAAwAEUANAA0ADIAMAA2ADMAMwAuAHAAZABmAA==0Boosting target to $180 from $175 23388808Becton, Dickinson And Co.BDX/Default.aspx?mode=anote&action=redirect&id=38880812021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADkALQBDADUARAAxADgARgAwADAALQBBAEQAOQBDAC0ANABFAEUAMwAtADgAMgAyADYALQA1AEEAMwA4ADAAMQBGAEMAOQBFADYAMgAuAHAAZABmAA==0Reaffirming BUY and $275 target 24388807Applied Materials Inc.AMAT/Default.aspx?mode=anote&action=redirect&id=38880712021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADgALQA3AEYANAAyADgANAAwADcALQBEADUAQgBDAC0ANABBADMANgAtAEEANQBEAEMALQA3AEQAQQA5ADQAOQA1ADYAOQA3ADMARgAuAHAAZABmAA==0Raising 12-month target price to $190 25388798Vornado Realty TrustVNO/Default.aspx?mode=anote&action=redirect&id=38879812021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADkALQBBAEMAQgAzAEMANgBBAEUALQAxADcAQQA0AC0ANABGADQARQAtADkANAAwADgALQA2ADAAQQAyAEYAQgAyAEYAQgBDADMANgAuAHAAZABmAA==0Reiterating BUY and nudging target to $51 26388797Ashland Global Holdings IncASH/Default.aspx?mode=anote&action=redirect&id=38879712021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAxADkALQA2ADYAQQAxAEYANQAzADIALQBEADQARgA2AC0ANAA5AEYAQgAtADgANwAzADgALQAzADYAQgA2ADIAQQA2AEIANgBGADAAOQAuAHAAZABmAA==0Raising price target to $126 27388796HubSpot IncHUBS/Default.aspx?mode=anote&action=redirect&id=38879612021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADAALQA4ADYAOABBAEUAOQBCADQALQBBAEQAMwBFAC0ANAA2AEUAOAAtADkAMgBCAEUALQA4AEEARQBGADMARABDADIARgBBAEYAQgAuAHAAZABmAA==0Raising target price to $970 28388795American Intl Grp InAIG/Default.aspx?mode=anote&action=redirect&id=38879522021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADIALQAzADgARQA1AEYAMwBCAEIALQA5AEUAMwA2AC0ANABBAEYARQAtADkARgA4ADMALQBFADIAOQAzADAAOQAzADIAQgA3ADYAOQAuAHAAZABmAA==0Maintaining HOLD following 3Q results 29388794Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=38879412021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADMALQBDADYANwA4ADYAMgA1AEQALQBGAEUAOQA0AC0ANAA0AEYAQwAtADgAOABCAEIALQA3ADIAOQBCAEUAMAAzADcANQBBADkAQwAuAHAAZABmAA==1Upgrading to BUY with $54 target 30388784Lowe`s Cos., Inc.LOW/Default.aspx?mode=anote&action=redirect&id=38878412021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADEALQAxADIAQgA4ADYANQBCADYALQAzADQAMAAyAC0ANAA4ADcAMAAtAEIAOABDAEMALQAwADIARgAzAEQAOAA3ADMAMQA4ADcANQAuAHAAZABmAA==0Raising target to $285 from $250 31388783Cerner Corp.CERN /Default.aspx?mode=anote&action=redirect&id=38878312021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADIALQAzADkANwA2ADEANABEADUALQAyADMAMQA2AC0ANABBADYARAAtAEIAOABBAEEALQA2AEMARgA3ADcAOQAzAEMAMwA5ADYANwAuAHAAZABmAA==0Discounted price offers buying opportunity 32388782Brighthouse Financial IncBHF/Default.aspx?mode=anote&action=redirect&id=38878222021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADQALQA0ADQANQAxADEANQA0ADcALQA5ADQAOAAxAC0ANABFADIANQAtAEIAQwA4ADUALQA2AEIAQQA5ADkANwBFADEARQA4ADYAMQAuAHAAZABmAA==0Maintaining HOLD rating 33388781NVIDIA CorpNVDA/Default.aspx?mode=anote&action=redirect&id=38878112021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADAALQAxADYAQwA2AEEANwAxADEALQA4AEEANQA4AC0ANAAxADUAQwAtAEEAMwBCAEMALQAyADUARAA0AEIARQAwADgANQA3AEEARQAuAHAAZABmAA==0Gaming and data center strength, supply chain issues 34388780Cisco Systems, Inc.CSCO/Default.aspx?mode=anote&action=redirect&id=38878012021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADMALQAzAEUAQwA1ADQARQAyAEIALQAwADMANQBFAC0ANAAxADAARgAtAEIAQgAxAEEALQA4AEUANgAxADYANgAwADUARAA1ADIAMwAuAHAAZABmAA==0Supply-chain challenges, strong order book; reiterating BUY 35388281NortonLifeLock IncNLOK/Default.aspx?mode=anote&action=redirect&id=38828112021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADYALQAxAEEARQA5AEUAQwBCADYALQAxAEEARgBEAC0ANABGAEUANgAtAEIARgA4AEQALQA2ADEAMAA1AEEAQwA0AEYAMAA2AEUAQQAuAHAAZABmAA==0Maintaining BUY after fiscal 2Q22 results 36388280Markel CorpMKL/Default.aspx?mode=anote&action=redirect&id=38828022021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADcALQBCAEEAMQBEADgAMQA5ADYALQBDADAANwBDAC0ANABCADgAQgAtAEEARABGAEQALQA3ADUARAA2ADgAOABEAEEAMQA2ADgAMwAuAHAAZABmAA==0Maintaining HOLD; raising EPS estimates 37388279Discovery IncDISCA/Default.aspx?mode=anote&action=redirect&id=38827922021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADUALQA1ADkARQA3ADkAQwAzADcALQA1ADYARQA0AC0ANAA4ADcAMwAtADkAMAAyAEMALQBDAEYANwA0ADEARgBFADgAMABCAEMARQAuAHAAZABmAA==0Reiterating HOLD following 3Q21 results 38388278Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=38827812021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADQALQAwADQAQwBBAEYAMAA0AEEALQAzAEYAQwBGAC0ANABGAEIANwAtAEIAQQA3AEYALQA0ADMAMwBGADAANAA4AEIANgBFAEQAQQAuAHAAZABmAA==0Maintaining BUY following 3Q results 39386647Home Depot, Inc.HD/Default.aspx?mode=anote&action=redirect&id=38664712021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADMALQAxAEUAOQA4ADgAQQA5ADIALQBEADcAMgA2AC0ANABEADUARgAtAEIARAA1ADYALQBEADEANwA3ADUANQBFAEUARgA0AEIAQQAuAHAAZABmAA==0Raising EPS estimates; lifting target to $440 40386646AECOMACM/Default.aspx?mode=anote&action=redirect&id=38664612021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADEALQA2AEMAMQA3ADQANwA2AEEALQBGAEYANAA1AC0ANAAxADYARQAtADgAMgA2AEUALQBFADMANgBGADYANwBGADUANwA0AEIARgAuAHAAZABmAA==0Solid quarter; raising target to $84 41386645Bio-Techne CorpTECH/Default.aspx?mode=anote&action=redirect&id=38664512021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADIALQBGADgAQQBBADAAQgBDAEEALQAwAEQANQBEAC0ANAAwAEMANQAtADgAOAAwAEQALQA5AEYAMABFADMAMQAyADIANwA4ADgANgAuAHAAZABmAA==0Reaffirming BUY and $540 target 42386632Tyson Foods, Inc.TSN/Default.aspx?mode=anote&action=redirect&id=38663212021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADcALQBGAEUARAA1ADMAMABEADUALQA1ADEANgA5AC0ANABEAEMANAAtADgANgBFADAALQA4ADgANwBFAEEANwBDADcARQA3AEIARAAuAHAAZABmAA==0Maintaining BUY and $92 target 43386631Splunk IncSPLK/Default.aspx?mode=anote&action=redirect&id=38663112021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADYALQA5AEYAMgA0ADcAMABEAEIALQA5AEMAQgAzAC0ANABBAEIANwAtADgAQQBFADMALQAyAEQANQBEADIAMgA0ADEANgAzADIAMgAuAHAAZABmAA==0Surprise CEO transition 44386630American Tower Corp.AMT/Default.aspx?mode=anote&action=redirect&id=38663012021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADgALQA1ADMARAA4AEQANQBCADEALQA0ADMANgA4AC0ANAA3ADEANgAtADgAQgA4AEQALQA4AEQAMgA3ADMARQA2AEUARAAxADUANgAuAHAAZABmAA==0Reiterating BUY following acquisition of CoreSite 45386624Laboratory Corp. Of America HlLH/Default.aspx?mode=anote&action=redirect&id=38662412021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADYALQA1ADMARgA0AEUAQgBGADkALQBCADQAMAA4AC0ANABGADAAMQAtAEEAOQA0AEMALQA4ADQARQA3ADIANQAxAEEAMwBFAEIAOQAuAHAAZABmAA==0Raising EPS estimates 46386623Beyond Meat IncBYND/Default.aspx?mode=anote&action=redirect&id=38662322021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADUALQAxADIAOAA2ADcARQA2AEYALQA0ADkAMwA4AC0ANAA2AEIAQwAtADgARgA3ADkALQBBAEMANwBGAEMANQA2ADAAMQA0ADAAOAAuAHAAZABmAA==0Maintaining HOLD following disappointing quarter and guidance 47386622Allstate Corp (The)ALL/Default.aspx?mode=anote&action=redirect&id=38662212021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADgALQAzADcANQBEAEEARQA3ADMALQBCAEMARQBCAC0ANABEAEEARQAtADkARAAxADgALQBDAEYAOABGADYAQwA1ADcAMwA4ADEAMwAuAHAAZABmAA==0Reaffirming BUY following third-quarter results 48386621Johnson & JohnsonJNJ/Default.aspx?mode=anote&action=redirect&id=38662112021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADcALQA5ADAAMQA2ADkANQA5AEYALQA4AEEANgBGAC0ANAAxADQARAAtADgAMAAxADMALQA1ADEAQgBFADIAQgBDAEQAMwA4AEEAQgAuAHAAZABmAA==0Reaffirming BUY following separation announcement 49386611Avalonbay Communities Inc.AVB/Default.aspx?mode=anote&action=redirect&id=38661112021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADAALQBDADAAOAA5ADUANwBDAEMALQBCADcAMwAwAC0ANABEADEAQQAtADgANAAyAEMALQBBAEEARABBADIAMwAxAEUARAA0AEYARQAuAHAAZABmAA==0Maintaining BUY and raising target to $260 50386610Integra Lifesciences Hldgs CorIART/Default.aspx?mode=anote&action=redirect&id=38661012021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADQALQA4AEQAQQA5ADkARABGAEMALQA0ADIARgA4AC0ANABFADUAOQAtADgARgAyADMALQBCAEYAQwBBADAAMgBFAEUAQgBFADYARgAuAHAAZABmAA==0Reaffirming BUY and $90 target 51386609Activision Blizzard IncATVI/Default.aspx?mode=anote&action=redirect&id=38660922021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADIALQBBADEAOAA5ADQARgAwAEEALQA1ADYANwA0AC0ANABFADYAMAAtAEEAOAA3ADUALQA2AEYAOAA0ADgAMgBGAEYANQAyADgAMAAuAHAAZABmAA==0Maintaining HOLD after 3Q21 results 52386608Wendy`s CoWEN/Default.aspx?mode=anote&action=redirect&id=38660822021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADMALQA4ADEARABEAEUANgAxADYALQA2ADgAMAAwAC0ANABGADcANQAtADgARgBCADUALQA5AEQARgA0AEUARABBADEAQwAyADAAQwAuAHAAZABmAA==-1Downgrading to HOLD; stock fully valued 53386599Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=38659912021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADEALQA5ADMARgA3AEIARQA5AEEALQAzAEQANwA2AC0ANAA1ADkARAAtAEEAMgAyADMALQA1AEEANgAxAEUAQQA0ADkANgA4AEUAQwAuAHAAZABmAA==0Third-quarter production update 54386598Occidental Petroleum Corp.OXY/Default.aspx?mode=anote&action=redirect&id=38659822021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADIALQBDADkANQA1ADQAMgAzADYALQBGADgAQwBGAC0ANAA3AEMARQAtADgARQA2AEUALQA1AEUAQQA5ADcAMAA3ADYARgBBADEAMwAuAHAAZABmAA==0Maintaining HOLD after 3Q21 results 55386597Enbridge IncENB/Default.aspx?mode=anote&action=redirect&id=38659712021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAyADkALQBEAEEAQQBDAEYANABEAEYALQA1ADEAQwAyAC0ANABFADIAOAAtAEEARQA5ADEALQA3AEUANgAwADAAMgA3ADIAMwA0ADAARQAuAHAAZABmAA==0Raising price target to $45 56386596Wolverine World Wide, Inc.WWW/Default.aspx?mode=anote&action=redirect&id=38659612021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADQALQA4ADAANgA5ADQAMQA3AEUALQAyADMANgBEAC0ANABGADMAQQAtAEIAOAA4AEIALQA1ADEAOQA2ADAAOQBBAEIAMgBEAEYAMwAuAHAAZABmAA==0Strong 3Q; maintaining BUY 57386595Uber Technologies IncUBER/Default.aspx?mode=anote&action=redirect&id=38659512021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADMALQBEAEEARgAyADUAMABEAEIALQA3AEUAOQA1AC0ANAA2AEEANQAtAEEANwBEAEUALQA3ADQANABCAEUARQBGAEIAQgA4ADQANAAuAHAAZABmAA==0Reaffirming BUY following 3Q21 earnings results 58386594Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=38659422021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADAALQA4ADkARgAwADUANQAyADMALQA5AEIAQQA1AC0ANAAxADIARQAtAEIAQwAyADMALQA2ADIARQBBADEAQQBGADUAOQBBADgAQQAuAHAAZABmAA==0Maintaining HOLD on near-term challenges 59386579Walt Disney Co (The)DIS/Default.aspx?mode=anote&action=redirect&id=38657912021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADQALQBBADQANwA5AEEAMABEAEUALQBGADAAMAA3AC0ANAA2ADAANgAtAEIANQAwADgALQAwAEYAQQA4ADkAMwA4ADQAMgAxADQAQwAuAHAAZABmAA==0Maintaining BUY after fiscal 4Q results 60386578International Game Tech PLIGT/Default.aspx?mode=anote&action=redirect&id=38657812021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADEALQA5ADEAQwBBAEQAMQA5ADAALQA0ADQAQQA0AC0ANAAyADcARQAtAEEAOQAyAEYALQA0ADYANwAyAEUAQgBFADUANwBEADkANwAuAHAAZABmAA==0Maintaining BUY; boosting EPS estimates 61386577EOG Resources, Inc.EOG/Default.aspx?mode=anote&action=redirect&id=38657712021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADMALQA4ADAAQgA2ADQAMABDADIALQBGADEAQgBCAC0ANAAwADEANAAtAEIAMwAzADIALQBBADIAMgA0ADIANABGAEIAMQA0ADEANgAuAHAAZABmAA==0Raising target to $111 62386576Broadcom IncAVGO/Default.aspx?mode=anote&action=redirect&id=38657612021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADUALQAwADIANQA1ADAAMABFAEYALQAyAEEANwAwAC0ANABDADEAQgAtAEEANwA2ADkALQBFAEYANwAzADkAOQBGAEQAMAA4ADMAMgAuAHAAZABmAA==0Software strategy; raising target to $620 63386575AMGEN Inc.AMGN/Default.aspx?mode=anote&action=redirect&id=38657512021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADIALQBGAEUAQgA0ADkAMQAyAEEALQA4AEQAMgA1AC0ANABGADUAOQAtADgAMABFADMALQBFADQAOQA2ADEANwA3ADYAQwBGAEYARAAuAHAAZABmAA==0Reaffirming BUY with $265 target 64386574Wayfair IncW/Default.aspx?mode=anote&action=redirect&id=38657422021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADYALQBEADQAMgAyAEIAOQA4AEMALQBBADMAQQBBAC0ANABCAEEARQAtAEEAMAA3ADEALQBCAEEANgA1AEYARgBCADkARAA5AEIAQgAuAHAAZABmAA==-1Downgrading to HOLD on weaker outlook 65386568New Residential Invt CorNRZ/Default.aspx?mode=anote&action=redirect&id=38656812021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADMALQBDADcAOABBAEIAMQBBADYALQAxAEMARQA5AC0ANAAxAEIAOAAtADgAQwBGADgALQBFAEEAQgAzAEYANwBFAEYAMQBBADcAOQAuAHAAZABmAA==0Raising target price to $13 66386567Marathon Oil CorporationMRO/Default.aspx?mode=anote&action=redirect&id=38656722021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADUALQAwAEUANwAxADMAQwAxADYALQA4ADUAMwA4AC0ANAAyAEUAMAAtADkAMwA3ADkALQA5AEQARAA3ADIAMwA3AEQARAA0ADgAQgAuAHAAZABmAA==0Maintaining HOLD following 3Q21 results 67386566D.R. Horton Inc.DHI/Default.aspx?mode=anote&action=redirect&id=38656612021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADQALQA0AEQAOAA5ADEAMwBDADkALQBDAEIAOAA0AC0ANAAwADIAOAAtAEIAQgBFADMALQBBADkANABEADUANAAwADgAQgBBADcAQQAuAHAAZABmAA==0Raising FY22 EPS estimate and target 68386565APA CorporationAPA/Default.aspx?mode=anote&action=redirect&id=38656522021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADIALQBDAEEAMwBFAEUARgAzAEUALQA4AEIAMQA3AC0ANABBADYAMgAtAEEANwBGAEEALQAyADkAMwA1ADQAMQBDAEIAQQBBAEUARgAuAHAAZABmAA==0Maintaining HOLD following 3Q21 results 69386564Wynn Resorts Ltd.WYNN/Default.aspx?mode=anote&action=redirect&id=38656422021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADEALQBBADUANwA1AEUARAA5ADUALQA0ADUANAA2AC0ANABDADMAMwAtAEEAQQBCADUALQA3AEQAQQAzAEIANwA1ADIANgA5ADYARgAuAHAAZABmAA==0Maintaining HOLD rating 70386563Idex CorporationIEX/Default.aspx?mode=anote&action=redirect&id=38656312021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA1ADgALQBEADEAOAA4ADMAQwA1ADIALQBGAEIANQAwAC0ANAA5ADYANgAtAEEAMAAzADAALQAyADIAQwAxAEYAMQA2AEYAQQBCAEMARAAuAHAAZABmAA==0Raising target price 71386562Berkshire Hathaway Inc.BRK/B/Default.aspx?mode=anote&action=redirect&id=38656222021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA1ADkALQAzAEIANAA3ADQARgAzADYALQBFADUAOAAwAC0ANABBAEQAMAAtADkANABFAEUALQAxAEEARQAxAEYAOAA1AEYANwBGAEYAMQAuAHAAZABmAA==0Reaffirming HOLD following 3Q results 72386561Albemarle Corp.ALB/Default.aspx?mode=anote&action=redirect&id=38656112021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADAALQA3AEYARgAxAEMANQAzADcALQA4ADAAQgAyAC0ANABDADQAMwAtADkARABGAEIALQA1AEQAQwBCADkANAA2ADgANQA3ADUANwAuAHAAZABmAA==0Reaffirming BUY; increasing target to $333 73386552Suburban Propane Partners L PSPH/Default.aspx?mode=anote&action=redirect&id=38655212021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAzADQALQA1AEMANAAzADcAQwA4AEMALQA5ADMAQgAwAC0ANABGADcAMgAtAEEARQA3ADYALQAwADYAOQAyADMAMAAwAEIAOQA0ADQARAAuAHAAZABmAA==0Maintaining BUY and $18 target 74386551Prudential Financial Inc.PRU/Default.aspx?mode=anote&action=redirect&id=38655112021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAzADAALQAxADgARAAwADUAQwA3ADMALQBEADgANAA5AC0ANAA3ADYANwAtAEIAMQAxADUALQBFADYAQgA1ADAAQwBEADUAQQBBADgAMQAuAHAAZABmAA==0Strong long-term outlook; reiterating $120 target 75386550Xylem IncXYL/Default.aspx?mode=anote&action=redirect&id=38655012021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAyADkALQA1AEIAQwBEAEEAMAAxAEEALQAwADMARQA4AC0ANABBAEMANwAtAEIAOQA1ADQALQBDADUARgBEAEEAQwA4ADMAQgA1AEEAQwAuAHAAZABmAA==0Recent weakness offers buying opportunity 76386549Pinterest IncPINS/Default.aspx?mode=anote&action=redirect&id=38654922021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAyADgALQBCADQAMgBCADEAMAA3ADUALQA4AEIAQwA1AC0ANAAyADQARgAtADkANgAwADEALQA0AEYAOQBGAEYARgA5ADYARgA3AEIANQAuAHAAZABmAA==0Solid quarter; maintaining HOLD 77386548Novartis AGNVS/Default.aspx?mode=anote&action=redirect&id=38654822021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAzADMALQBCADYANAAxAEIAMwA2AEEALQBEADkAQQAyAC0ANABFADEAOQAtAEEAQQAzADMALQAzADgARQAzAEQAMgBEAEQANABDADYANwAuAHAAZABmAA==0Reiterating HOLD amid Sandoz strategic review 78386547International Flavors & FragraIFF/Default.aspx?mode=anote&action=redirect&id=38654722021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAzADIALQAyADMAQgBGADIAMgA0AEMALQA5AEQAMQBFAC0ANABDAEQARQAtADkAMwBBADAALQAwADQAQQBCADEAQQAyADMAMwA1AEQAMgAuAHAAZABmAA==0Challenging near-term outlook; reiterating HOLD 79386546Dell Technologies IncDELL/Default.aspx?mode=anote&action=redirect&id=38654612021-11-12T07:20:22.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwAzADEALQA1ADgAMwAxADkAMwBEADgALQA4ADQAMAAwAC0ANAAxAEUAQwAtADkAOABGADAALQAzAEIAQQA3ADcAQQAxAEEANQA4ADcAQwAuAHAAZABmAA==0Completes VMware disposition, adjusting EPS and target 80386526Sysco Corp.SYY/Default.aspx?mode=anote&action=redirect&id=38652622021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADAALwAxADkALQA2ADEARQAwAEEAOQBCADkALQBFAEQAMgBBAC0ANAAyADMANAAtADgANwA5AEEALQAzAEMAMQA1AEUAMwAwADIAMAAzADkARgAuAHAAZABmAA==0Maintaining HOLD on disappointing quarter 81386525Mondelez International Inc.MDLZ/Default.aspx?mode=anote&action=redirect&id=38652522021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADAALwAyADAALQAyADUAMQAxAEEARABGADYALQAxAEYAOQBGAC0ANAAzADgANAAtAEIAMQBCAEYALQA0ADIAMgA4AEYANgA0ADAAMAAzAEUANQAuAHAAZABmAA==0Looking for an entry point 82386524Cardinal Health, Inc.CAH/Default.aspx?mode=anote&action=redirect&id=38652422021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADQALwAwADgALQBBAEQAMwBEADAARQBFADkALQBDADkANQBBAC0ANAA2AEEARQAtADgAQgA0ADQALQAxADAAOABBADgARAA0ADkAQgA3ADIAMgAuAHAAZABmAA==0Maintaining HOLD on near-term challenges 83386523BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=38652312021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA0ADkALQA2ADEAOQAxADgAMQAyADEALQA4ADIAMwAwAC0ANABCAEIARgAtAEIANQA5AEMALQA4ADMAQQAxAEYAMAAxADUAMgA0ADMARgAuAHAAZABmAA==0Maintaining BUY following fiscal 1Q review 84386522Livent CorpLTHM/Default.aspx?mode=anote&action=redirect&id=38652212021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA1ADEALwAyADcALQA4ADUANQA3ADgAMAAxAEQALQA1AEMANAA3AC0ANAA3ADUAMQAtADkARgAxAEEALQAxAEEAQQBCADUARABFADUAMgBDAEQAMwAuAHAAZABmAA==0Reaffirming BUY and raising target to $37 85386521International Business MachineIBM/Default.aspx?mode=anote&action=redirect&id=38652112021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA1ADEALwAyADYALQA0ADcARQA5AEEAMwBGAEIALQA5AEYANAA2AC0ANABCADUANAAtADkANgAzAEQALQBFADEANABBADkAQgBDAEMAMABDADUAQQAuAHAAZABmAA==0'New' IBM completes Kyndryl spinoff 86386520Intercontinental Exchange IncICE/Default.aspx?mode=anote&action=redirect&id=38652012021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA1ADEALwAyADUALQA2AEUARQAxADIARQBBAEIALQBGADYARQA2AC0ANABBADcANgAtADgARQA3AEEALQBFADkAMwA1ADgANgBEAEIAOAA5AEMANQAuAHAAZABmAA==0Raising target price to $148 87386519Goodyear Tire & Rubber Co.GT/Default.aspx?mode=anote&action=redirect&id=38651912021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADgALwAxADYALQAxADUAOAA2ADUANwBBADUALQBEADUAOAA1AC0ANAA2AEMAMAAtADgANAA5ADIALQAyAEEANQA4AEIAMQA4ADgAQgBDADkAMQAuAHAAZABmAA==0Raising target to $27 88386518First Solar IncFSLR/Default.aspx?mode=anote&action=redirect&id=38651812021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADIALwA5ADMALQBBADUANgA3ADIAOABCADYALQBEAEIAMwAxAC0ANAA5ADcAOAAtAEIARgBFADUALQA4AEEAQQA5ADEAMAA4AEIAMgBEAEIANAAuAHAAZABmAA==0Reaffirming BUY and raising target to $133 89386517Electronic Arts, Inc.EA/Default.aspx?mode=anote&action=redirect&id=38651712021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA1ADAALwAwADUALQAxADQANQAwAEYAMQAxAEYALQA1ADIANwBFAC0ANAA5ADYAOQAtADgANgBGAEMALQAzADUANABDADQARAAwADUARQA0AEEAOAAuAHAAZABmAA==0Reaffirming BUY with $161 target 90386516Air Products & Chemicals Inc.APD/Default.aspx?mode=anote&action=redirect&id=38651612021-11-11T13:59:02.333aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA0ADMALwAwADMALQA0AEQAQwBFADIANAAyAEEALQA2ADIAQQBEAC0ANAAwADkAQQAtADgAQgAzADkALQBCAEEANAA3ADgAMwAwADMARQBDAEEARQAuAHAAZABmAA==0Reaffirming BUY following fiscal 4Q21 results 91386503Leidos Holdings IncLDOS/Default.aspx?mode=anote&action=redirect&id=38650322021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADIALQA5AEQAQQBCADEAQgBDADIALQAyAEQANgBGAC0ANABBAEEAQgAtAEEAMwBFADUALQA2ADkARgBBADMAQgBEADcAMQBGADMARgAuAHAAZABmAA==0Reaffirming HOLD following 3Q results 92386502Fortive CorpFTV/Default.aspx?mode=anote&action=redirect&id=38650222021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADAALQBDAEUAQwA0AEUAMAAxAEYALQA0ADMANABBAC0ANABEADcANgAtAEIANABDADcALQBDADcAQgBGAEIANAA4AEMAMwBEADgARgAuAHAAZABmAA==0Looking for favorable entry point 93386501DraftKings IncDKNG/Default.aspx?mode=anote&action=redirect&id=38650112021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADQALQBDADEAMwBEADAAQQAzADQALQAyADgARABCAC0ANABBAEUAQgAtADgAMQBDAEEALQAyADMARQAyADAAMQAyADMARgBCAEIAOAAuAHAAZABmAA==0Positive guidance; maintaining BUY 94386500Catalent Inc.CTLT/Default.aspx?mode=anote&action=redirect&id=38650012021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADMALQBBAEIAOQBEAEMARgA4AEEALQA4ADgAQQAzAC0ANAAzADYAMwAtADkARAA2ADIALQA0ADcARQBFADMANgAzADcANwBDAEUANQAuAHAAZABmAA==0Maintaining BUY and $160 target 95386499Boston Properties, Inc.BXP/Default.aspx?mode=anote&action=redirect&id=38649912021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADEALQAzAEUANQBBADYAMAA4ADEALQA0ADEARQAwAC0ANAA1ADkARAAtAEIANgAwAEEALQBGADcAQgAwADAAOABBAEMANgBFADMARAAuAHAAZABmAA==0Reiterating BUY and maintaining target of $132 96386498Motorola Solutions IncMSI/Default.aspx?mode=anote&action=redirect&id=38649812021-11-11T07:27:48.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA4ADUALQA4ADYANABEAEUAMwBBAEUALQAzADAAOQAwAC0ANAAyADcAQgAtADkAMQBEADIALQBBADgAMwA0AEMAMABDAEYAMwBGADkANgAuAHAAZABmAA==1Upgrading to BUY on state & local spending recovery 97384380Stanley Black & Decker IncSWK/Default.aspx?mode=anote&action=redirect&id=38438022021-11-10T13:28:51.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA2ADYALQBGADMAOAA2ADQAQQBCADUALQA4AEUAMQA2AC0ANABDADgAQwAtADkARABFADIALQBEADAANwAyADQAQwBCADMAMAA5ADEANwAuAHAAZABmAA==0Lowering 2021 and 2022 estimates 98384379Boston Scientific Corp.BSX/Default.aspx?mode=anote&action=redirect&id=38437912021-11-10T13:28:51.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA2ADAALQAwAEQARAA5ADQAQgA0AEYALQAzADkARAAwAC0ANABDAEEANwAtADgAMQBFAEQALQA4AEUAMAA1AEIAMgA2AEIARQA5AEYAMAAuAHAAZABmAA==0Reaffirming BUY with target of $50 99384378Aptiv PLCAPTV/Default.aspx?mode=anote&action=redirect&id=38437812021-11-10T13:28:51.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwAzADkALwA2ADIALQBFADcAMAA5AEYANwA1AEYALQBDADMAQQBBAC0ANAAyADUAOAAtADgARAAyADAALQA5ADYARAA1AEQANgA1AEQARQAzADIANQAuAHAAZABmAA==0Reaffirming BUY following 3Q results 100

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55 -1 home 11/29/2021 5:54:59 AM

Daily Spotlight

Market Watch 2021-11-26T07:35:55.090

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Stuck in the Supply Chain

Companies talked about it during 3Q conference calls. Consumers are complaining about it as packages are not delivered and prices rise. Everyone is affected by the current delay in the supply chain, caused at first by trade wars and exacerbated by the pandemic. How bad are things? According to the U.S. Census Bureau, the value of unfilled manufacturers' orders is 11% above the 10-year average, while the value of unfilled consumers' orders is 63% above average. The general trend in unfilled orders has been higher over the past 20 years in manufacturing and over 10 years for consumers, as companies have adopted just-in-time inventory practices and have kept shelves lean in order to keep costs low. Problems started to in 2018, as the adoption of tariffs encouraged companies to begin rebuilding domestic supply chains. The shock from the pandemic has lengthened wait times and pushed up prices. As the economy continues to return to normal, and as workers continue to re-enter the workforces, we expect the level of unfilled orders will decline and pricing pressures will abate. This may take into 2023. has been higher over the past 20 years in manufacturing and over 10 years for consumers, as companies have adopted just-in-time inventory practices and have kept shelves lean in order to keep costs low. Problems started to in 2018, as the adoption of tariffs encouraged companies to begin rebuilding domestic supply chains. The shock from the pandemic has lengthened wait times and pushed up prices. As the economy continues to return to normal, and as workers continue to re-enter the workforces, we expect the level of unfilled orders will decline and pricing pressures will abate. This may take into 2023.

Market Podcast

John Eade

10/25/2021 more | 11m 7s

Argus President John Eade discusses Innovation Investing

2021 Investment Theme Podcast Series

In this series of podcasts, Argus President John Eade details 10 Argus Investment Themes for 2021. ... more

3m 35s

1m 28s

3m 7s

1m 49s

AI Data Center Growth

2m 22s

High Yield

2m 48s

New Normal App Economy

1m 42s

2m 14s

2m 38s

2m 10s

1m 34s

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Argus Fundamental
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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.

10/29/2021

Industrials

$177.63

ABT - ABBOTT LABORATORIES

10/22/2021

Healthcare

$125.07

ABBV - ABBVIE INC

11/05/2021

Healthcare

$118.66

ANF - ABERCROMBIE & FITCH CO.

09/10/2021

Consumer Discretionary

$39.25

ACN - ACCENTURE PLC

09/24/2021

Technology

$362.37

ATVI - ACTIVISION BLIZZARD INC

11/16/2021

Communication Services

$60.91

ADBE - ADOBE INC

09/23/2021

Technology

$668.32

ADTN - ADTRAN INC.

11/03/2021

Technology

$21.55

AAP - ADVANCE AUTO PARTS INC

09/01/2021

Consumer Discretionary

$233.37

AMD - ADVANCED MICRO DEVICES INC.

10/27/2021

Technology

$157.80

Analyst
Quick Notes

Weekly Stock List: Activist Stocks

John Eade

11/22/2021

View

Weekly Stock List: Focus List Changes

John Eade

11/15/2021

View

General Electric Co. GE

Target: $136

John Eade

11/10/2021

View

Weekly List: Infrastructure Spending-Plan Stocks

John Eade

11/8/2021

View

Weekly Stock List: Bank Stocks We Like

John Eade

11/1/2021

View

more...

News & Media

Webinar Announcement

Wed. 12/1/2021, 11am EST

Conference Call Announcement 12/1/2021 Argus will host a conference call - Argus Investment Strategy: The Year Ahead

Argus in the News 11/19/2021 Jim Kelleher discusses Applied Materials (AMAT) Earnings Miss TDAmeritradeNetwork.com

Argus Initiates Sponsored Research Coverage 11/18/2021
Argus Sponsored Research Reports Focus Universal (NASDAQCM: FCUV)

Argus in the News 11/18/2021 Stephen Biggar discusses Payment Companies TDAmeritradeNetwork.com

Argus Updates Sponsored Research Coverage 11/16/2021
Argus Sponsored Research Reports Aptorum Group LTD (NGS: APM)

Argus Updates Sponsored Research Coverage 11/15/2021
Argus Sponsored Research Reports Leet Technology Inc. (OTCPK: LTES)

Argus Initiates Sponsored Research Coverage 11/11/2021
Argus Sponsored Research Reports Xortx Therapeutics (NASDAQ/TSXV: XRTX)

Argus Updates Sponsored Research Coverage 11/10/2021
Argus Sponsored Research Reports Travelzoo (NCM: TZOO)

Argus in the News 11/9/2021 David Toung discusses his outlook for Pfizer TDAMeritradeNetwork.com

Conference Call - Energy: Return of Fossil Fuels? 11/3/2021

PDF icon Conference call slides

Argus in the News 10/29/2021 Jim Kelleher / Covering Amazon and Apple Earnings TDAMeritradeNetwork.com

Argus Updates Sponsored Research Coverage 10/21/2021
Argus Sponsored Research Reports Genians Inc.(KOSDAQ: A263860)

Argus Updates Sponsored Research Coverage 10/20/2021
Argus Sponsored Research Reports Voyager Metals Inc.(TSVX: VONE)

Argus in the News 10/20/2021 WSJ.com Bill Selesky on GM's Future Plans WSJ.com

Argus in the News 10/15/2021 Stephen Biggar on 3Q bank earnings TDAMeritradeNetwork.com

Argus Updates Sponsored Research Coverage 10/8/2021
Argus Sponsored Research Reports Ascendant Resources Inc. (TSVX: ASND)

Argus Updates Sponsored Research Coverage 10/7/2021
Argus Sponsored Research Reports Resonate Blends Inc.(OTCQB: KOAN)

Argus Updates Sponsored Research Coverage 10/6/2021
Argus Sponsored Research Reports Cerrado Gold (TSXV: CERT)

Conference Call - Communications Services: Investing in the Barbell Sector 10/6/2021

PDF icon Conference call slides

Argus Updates Sponsored Research Coverage 9/30/2021
Argus Sponsored Research Reports CooTek Inc. (NYSE: CTK)

Argus in the News 9/30/2021 Finance.Yahoo.com Bill Selesky talks to AP on inflation in Basic Materials APNews.com

Argus Updates Sponsored Research Coverage 9/27/2021
Argus Sponsored Research Reports North Media A/S (NASDAQ Copenhagen: NORTHM)

Argus Updates Sponsored Research Coverage 9/9/2021
Argus Sponsored Research Reports Solution Financial Inc. (TSX: SFI)

Argus Updates Sponsored Research Coverage 9/1/2021
Argus Sponsored Research Reports ASBISc Enterprises Plc (WSE: ASB)

Conference Call - Industrial Companies: Evolving in a Hybrid World 9/1/2021

PDF icon Conference call slides

Argus Updates Sponsored Research Coverage 8/26/2021
Argus Sponsored Research Reports Better Choice Company Inc. (OTCQX: BTTR)

Argus in the News - Argus Innovators Strategy Receives More Awards - 8/23/2021

PDF icon PSN Top Guns Award

Argus Initiates Sponsored Research Coverage 8/18/2021
Argus Sponsored Research Reports Kaival Brands Innovations Grp (NasdaqCM: KAVL)

Conference Call - Back to School: A Season Like No Other 8/4/2021

PDF icon Conference call slides

Argus Updates Sponsored Research Coverage 8/3/2021
Argus Sponsored Research Reports Travelzoo (NCM: TZOO)

Argus in the News 7/27/2021 Jim Kelleher / What to Expect from Apple's Q3 Earnings Finance.Yahoo.com

Argus Initiates Sponsored Research Coverage 7/22/2021
Argus Sponsored Research Reports Flora Growth Corp. (NASDAQ: FLGC)

Argus Initiates Sponsored Research Coverage 7/13/2021
Argus Sponsored Research Reports Cerrado Gold (TSXV: CERT)

Argus Initiates Sponsored Research Coverage 7/12/2021
Argus Sponsored Research Reports North Media A/S (NASDAQ Copenhagen: NORTHM)

Conference Call - Argus Second-Half Outlook 7/7/2021

PDF icon Conference call slides

Argus Updates Sponsored Research Coverage 6/17/2021
Argus Sponsored Research Reports Dogness Int’l (NGM: DOGZ)

Argus Updates Sponsored Research Coverage 6/10/2021
Argus Sponsored Research Reports Boomer Holdings Inc. (OTCQB: BOMH)

Conference Call - The Housing Economy: After the Boom 6/2/2021

PDF icon Conference call slides

Conference Call - Theme Portfolios 5/5/2021

PDF icon Conference call slides

Argus in the News 4/20/2021 David Toung on preview of J&J's 1Q earnings TDAmeritrade.com

Argus in the News 4/14/2021 John Staszak upgrades YUM Barrons.com

Conference Call - Healthcare: During and After the Pandemic 4/7/2021

PDF icon Conference call slides

Argus Innovators Strategy Awarded Third Consecutive Quarterly Top Guns Designation

Once again, Informa Financial Intelligence has awarded Argus Investors’ Counsel, Inc. (AIC) a PSN Top Guns distinction in the Bull & Bear Masters Large Cap Core Equity category for AIC’s Argus Innovators strategy.

Argus Innovators was selected from a peer group of 151 firms across 246 Large Cap Core products.

The Argus Innovators product ranked in the top 5 in the Bull & Bear Masters category for the latest three-year period ending Q3 2021. Argus Innovators ranked in the Top 10 for Q1 and Q2. The Bull & Bear Masters requires an r-squared of 0.80 or greater relative to the style benchmark for a three-year period; an upside market capture over 100; and a downside market capture less than 100 relative to the style benchmark. The top 10 capture ratios of upside over downside become the PSN Bull & Bear Masters.

The Argus Innovators Portfolio seeks to outperform the S&P 500 Index over a period longer than 12 months by holding a diversified portfolio of stocks issued by companies with proven records of innovation. The portfolio focuses on innovative companies that spend aggressively on R&D, generate a high percentage of sales from products launched within the past five years, apply for and receive numerous patents, and develop cutting-edge management practices and methodologies that are adopted across industry verticals.

For more information, please contact: Invest@ArgusInvest.com

Visit our website at www.ArgusInvest.com

Argus Innovators was selected from a peer group of 151 firms across 246 Large Cap Core products.

For more information, please contact: Invest@ArgusInvest.com

Visit our website at www.ArgusInvest.com

Market View

Stocks Sharply Lower on Black Friday

Stocks are sharply lower Friday morning with the Healthcare sector the only sector advancing. Energy stocks are among the leading decliners \following the discovery of a new covid variant in South Africa. Vaccine makers, such as Moderna (MRNA), BioNTech (BNTX), Pfizer (PFE), and Novavax (NVAX) are all up big today alongside work-from-home picks like TeleDoc (TDOC), Zoom (ZM), and Netflix (NFLX). On the flipside, travel and travel-related stocks are including Airlines, Casinos, Ridesharing apps, and Cruise lines are all sharply lower. Chinese ridesharing app DiDi (DIDI) is sharply lower alongside Uber and Lyft but is likely lower following reports from Bloomberg that the Chinese government wants the company to de-list from the U.S. due to security issues.

The S&P 500 is down -1.97%, the Dow is down -2.55%, the NASDAQ is down -1.68%, and the Russell 2000 is down -3.70%. Industries trading higher today include: Biotechnology, Life Sciences Tools & Services, and Pharmaceuticals. Industries trading lower today include: Airlines, Energy Equipment & Services, and Consumer Finance. The VIX is down -1.34 at 17.24 after closing yesterday at 18.58. Options on VIX (VIX) have appeared on the most-active list today with more than 43,684 1/19 put changing hands. The put/call ratio is 1.00 (665,962/665,775). NYSE Adv/Dec (329/2,801). NASDAQ Adv/Dec (659/3,498).

The S&P 500 is down -1.97%, the Dow is down -2.55%, the NASDAQ is down -1.68%, and the Russell 2000 is down -3.70%.

Industries trading higher today include: Biotechnology, Life Sciences Tools & Services, and Pharmaceuticals. Industries trading lower today include: Airlines, Energy Equipment & Services, and Consumer Finance.

The VIX is down -1.34 at 17.24 after closing yesterday at 18.58. Options on VIX (VIX) have appeared on the most-active list today with more than 43,684 1/19 put changing hands. The put/call ratio is 1.00 (665,962/665,775). NYSE Adv/Dec (329/2,801). NASDAQ Adv/Dec (659/3,498).

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 11/22/2021

Economy, Earnings Help Market to Push Past Concerns

The stock market in the week ended 8/1/21 broke a five-week winning streak, and the culprit was almost certainly inflation worries. The CPI sent a worrisome message about inflation, although anyone who’s been in a supermarket does not need to be told that everything has gotten more expensive. ... more

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

Stuck in the Supply Chain

Market Podcast

Argus President John Eade discusses Innovation Investing

2021 Investment Theme Podcast Series

Analyst Quick Notes

Weekly Stock List: Activist Stocks

Weekly Stock List: Focus List Changes

Weekly List: Infrastructure Spending-Plan Stocks

Weekly Stock List: Bank Stocks We Like

News & Media

Argus Innovators Strategy Awarded Third Consecutive Quarterly Top Guns Designation

Market View

Stocks Sharply Lower on Black Friday

Weekly Economic Commentary

Economy, Earnings Help Market to Push Past Concerns

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes