378300100trueLoaded Data811612Under Armour IncUAA/Default.aspx?mode=anote&action=redirect&id=81161222025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADYALQAwAEEANQA2ADAAQQA1ADIALQBEADkAQwBFAC0ANAAwADAANQAtADgARABCAEYALQAzADIANwAxADcAMgA0ADAANwBBADcAOQAuAHAAZABmAA==0Revenue decline across almost all segments, channels, and regions1811611Cencora IncCOR/Default.aspx?mode=anote&action=redirect&id=81161112025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADUALQAxADkANwBGADYAOQAzADUALQBEAEQARAA3AC0ANAA5ADgAMwAtAEIAQQA0ADAALQBDADIAQgA1ADgAOQA3ADgANgA4ADQAOQAuAHAAZABmAA==0Raising target price to $3302810114Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=81011412025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADEALQAzADIAQQAwAEUAOQBBAEUALQAwAEMANQBGAC0ANAAxADIAQwAtAEEAQwAzAEIALQBCADIARgBDADMAOAA1ADcAMAA0ADYAMwAuAHAAZABmAA==0Reducing target price to $135 from $1503810113Sonoco Products Co.SON/Default.aspx?mode=anote&action=redirect&id=81011322025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADYALQBFADAAQgBFADIAQwAzADMALQA1AEUAOQAwAC0ANAAyAEEARAAtAEEAQwAyADEALQBDAEQAMQA0AEQAMwBCAEQAQgAzAEQAMgAuAHAAZABmAA==0Looking for a more-favorable entry point4810112Meta Platforms IncMETA/Default.aspx?mode=anote&action=redirect&id=81011212025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADIALQBCAEEARQAwAEQAOABEAEEALQA1ADMANABEAC0ANAA1ADEAMwAtAEIANwAzADQALQBCADAANAA5ADkANgAyADUAMwBDADQARgAuAHAAZABmAA==0Raising target price to $7905810111Norwegian Cruise Line Hldgs LtNCLH/Default.aspx?mode=anote&action=redirect&id=81011122025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADQALQA2ADQAOAA3AEQANwA4ADcALQA2AEIANgA0AC0ANABBADgAQQAtADkANQBGADEALQAzAEYAMQA2AEEARQA3ADcANwAyAEYAOQAuAHAAZABmAA==-1Downgrading to HOLD6810110Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=81011012025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADUALQBDAEMAMAA4AEUANgBDADcALQA4AEYANQA3AC0ANAA5AEEAOAAtAEIAMgA5ADgALQA4AEMANQBCADMARgBEAEYAQgA5ADQAQwAuAHAAZABmAA==1Raising to BUY as positive topline comparisons resume7810109Rollins, Inc.ROL/Default.aspx?mode=anote&action=redirect&id=81010912025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADgALQAxADIARAA4ADIAMwAxADIALQAxADAAQwBBAC0ANAAxADIAOAAtADgAQgBCAEEALQBBADMARgBFADQAOAAwADMAOABGADcAQgAuAHAAZABmAA==3Launching coverage with a BUY rating8810105Consolidated Edison, Inc.ED/Default.aspx?mode=anote&action=redirect&id=81010512025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA3ADAALQA3ADQANgA2ADIARQAzADEALQBFAEMAMgBDAC0ANABFADEAMgAtADkAMQBFADEALQAzADYARQAyAEQANgAyADUAQwBGADAANgAuAHAAZABmAA==0Steady growth and momentum9810104Alliant Energy Corp.LNT/Default.aspx?mode=anote&action=redirect&id=81010412025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADcALQA4ADkAQQAxADQAQwA0ADIALQAzAEYARgBGAC0ANAAzAEQAOAAtAEIAOQA1ADQALQAxADIANQBFADIARAA2ADQAQQAzADgAMgAuAHAAZABmAA==0Return on investment drives earnings growth10810103International Paper Co.IP/Default.aspx?mode=anote&action=redirect&id=81010312025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADUALQA2ADgANwAzAEEAQwA5AEIALQA3AEMAOQBBAC0ANABFADcARgAtAEEAQgA3AEUALQAzADQAQwBGADYARQA0AEEAOQBFADAARQAuAHAAZABmAA==0Recent weakness offers buying opportunity11810102Trane Technologies plcTT/Default.aspx?mode=anote&action=redirect&id=81010212025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADYALQA5ADUAMwA3AEIAMQA1AEYALQBCADQAOQBEAC0ANAAzADEAMgAtADgAOAA2ADQALQBEADkAMAA1ADEANgBEAEMAOAA0ADMAMgAuAHAAZABmAA==0Raising target price12808636Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=80863612025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADQALQA4ADgANQAyAEUAMwA1ADkALQAxADcAOABBAC0ANABDADkAMgAtADgANQA0ADcALQA4AEUARQA2ADQAOAAxADEARQAzADUANwAuAHAAZABmAA==0Raising target price13808635Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=80863512025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADYALQAyADIAQwA2AEYAOQA2ADkALQBGADMAQwBCAC0ANAA0ADAAMgAtADgANQA5ADcALQAzADYARABDADUANAA4ADAAMgBDAEEAMwAuAHAAZABmAA==0Investor Day Recap14808634United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=80863432025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADUALQBBADAAMABDADAAMwA3ADUALQBDADkAQgAyAC0ANABBADMAMQAtAEEAQQAyADcALQBDAEMAMQA1ADkAQgA5AEMAMAA3ADkAMQAuAHAAZABmAA==-1Downgrading to SELL and dropping coverage15808628Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=80862812025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA0ADAALQBEAEQAMwAwADAANQBCADIALQBGAEMANQA4AC0ANABDAEIAMwAtAEIAMQBGAEMALQA2ADUAQwAxAEMAOAA3AEEANAA3ADMAMAAuAHAAZABmAA==0Value opportunity16808627Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=80862712025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADkALQBDADIANAA4AEEANQBCADcALQBBADgARAA3AC0ANAAwAEYANwAtAEIAMQA2ADkALQAwADcAMwAxADQANwAxADYANABEAEUAMwAuAHAAZABmAA==0Raising target price17807112PG&E Corp.PCG/Default.aspx?mode=anote&action=redirect&id=80711222025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADkALQA3ADEARQBCAEUANgAzADYALQA0ADIAQQA1AC0ANABEAEQAOQAtAEIAQQBFADEALQBEAEEAQQA0ADMANgBEADQAOQAyADIAMQAuAHAAZABmAA==0Total return potential lagging peers18807111Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=80711122025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADgALQBBAEEAOQBDAEEARAA0ADkALQBEADYARQAzAC0ANAAxADAAOQAtAEIAOABBADUALQBFADEAOQBDAEIANAA2ADYAMQBEAEMAOAAuAHAAZABmAA==0Looking for more favorable entry point19807110Cardinal Health, Inc.CAH/Default.aspx?mode=anote&action=redirect&id=80711012025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADAALQBFAEYARQAyAEEAOABCADcALQA3AEIANQA1AC0ANAAxADIARgAtAEIAOQBFADMALQA5ADkAMwA1ADQAOQA5ADQAMQBDAEMANAAuAHAAZABmAA==0Investor Day highlights robust growth outlook20807109Adobe IncADBE/Default.aspx?mode=anote&action=redirect&id=80710912025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADcALQAxAEUAQQA5ADkAQwAwADEALQBDAEIAMgA0AC0ANAAxAEEARAAtAEIAQgAxAEUALQBDADkARABGADMARgAzADEAMQA1ADIARgAuAHAAZABmAA==0Raises guidance in an uncertain environment21805747Suburban Propane Partners L PSPH/Default.aspx?mode=anote&action=redirect&id=80574712025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADYALQAzADYAMwA4AEQANAAyADEALQA3ADEAMgAzAC0ANAAwADkARQAtADkANwAxAEEALQAwADYANQAzAEUAQQBFAEUANQA2AEUAQgAuAHAAZABmAA==0Offering an attractive 7% dividend22805746Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=80574622025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADMALQBFADgANwAwAEIAMQBEADQALQA5ADEARgA3AC0ANABEADAAQQAtADgAMAAyADMALQBFAEIAOQA4AEMARQA4ADIANwAxADkAMAAuAHAAZABmAA==0Looking for a better entry point23805745Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=80574522025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADUALQA5ADIANwBCADYANgA0AEIALQA3ADcAMwA1AC0ANABBAEUARgAtAEIANQA4AEUALQBDADYAMAA4ADcAMAA1AEMAQgA2ADcAMgAuAHAAZABmAA==0Guiding to revenue decline in 202524805744BJ`s Wholesale Club Hldgs InBJ/Default.aspx?mode=anote&action=redirect&id=80574422025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADQALQAzAEQARAAzADEANwBDADcALQBBADgANwAzAC0ANABCADAAOQAtADkAQgBEADMALQA4ADYAMABCADkANwA3ADYAOQAwADkANgAuAHAAZABmAA==0Increasing our FY26 and FY27 EPS estimates25805733Nisource 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 decreases26805732Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=80573212025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADcALQA1ADMAMwAxADEANwAwADAALQBEADcANwBBAC0ANAAwAEUANgAtAEIARAA2AEYALQAzADkAMgBBAEQANQAxADYAMwAwADUARgAuAHAAZABmAA==0Raising target price to $23527805731Illinois Tool Works, Inc.ITW/Default.aspx?mode=anote&action=redirect&id=80573112025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADYALQBEADAAMgAzADUAMgAzADEALQAzADAAOAAyAC0ANAAwADIAOAAtADkAMgAxAEYALQBDAEIANQA5AEYAMQBEAEYAMAA5AEUANwAuAHAAZABmAA==0Raising target price28805730Brown & Brown, Inc.BRO/Default.aspx?mode=anote&action=redirect&id=80573012025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADMALQAyAEQAQwA0ADYANwBBAEQALQBBADcAMwBFAC0ANAA4ADMAQQAtADkAQwBGADYALQBDADIAOQA0AEIANQA4ADgAMwA4AEEARAAuAHAAZABmAA==0Accession acquisition likely to benefit growth29805729McDonald`s CorpMCD/Default.aspx?mode=anote&action=redirect&id=80572922025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADQALQBCADQAMgA4AEMARAAzAEYALQA4ADIARAA4AC0ANAAyADQAQgAtADkARQA4ADcALQA2ADcARAA3ADcAQQAzADkAMQBDAEMAMgAuAHAAZABmAA==-1Downgrading to HOLD30805728BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=80572822025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADkALQBDADcAQwBDAEUAMQBBADYALQBDADMANABBAC0ANAAzADMANQAtAEIARQAyAEIALQA5ADcANgAzADkANAA0AEYARgA2ADMAQwAuAHAAZABmAA==-1Lowering rating to HOLD31805727Deckers Outdoor Corp.DECK/Default.aspx?mode=anote&action=redirect&id=80572722025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADkALQBGAEUAMQBCADgARgA0ADkALQBEADkAQgAwAC0ANABDADIANQAtAEEANQA1AEMALQBDADMANAA0AEYAOAAyADYAMgA2AEIARgAuAHAAZABmAA==2Launching coverage with a HOLD rating32805720Hormel Foods Corp.HRL/Default.aspx?mode=anote&action=redirect&id=80572022025-06-12T12:57:06.610aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA4ADMALQBFADkAQQBBAEUARAA0AEYALQBFAEYANQAxAC0ANABBAEUARgAtADgAQgAxADIALQBGAEMARgBDAEYAMQBEAEQAQQBEADkAOAAuAHAAZABmAA==0Looking for a more favorable entry point33804215Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=80421512025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADcALQBEADgARQBGADkAMAA4ADgALQA2ADcARAAxAC0ANAAyADUARQAtAEEANAA1ADIALQAzAEYAOQBBAEQARQA1AEIAMgA4AEEAQwAuAHAAZABmAA==0Growing gulf coast region drives industrial sales volumes34804214New York Times Co.NYT/Default.aspx?mode=anote&action=redirect&id=80421412025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADgALQAyAEMAOAAzADUAQQBEAEMALQA1ADIAOAA3AC0ANAA3ADkAOAAtADkARQA5AEUALQA4ADEANwBDAEYAMgBBAEEAOQBEADkAQwAuAHAAZABmAA==0Trading at a below-average P/E multiple35802100Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=80210022025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADMALQBFADkAMgBDAEIAOABDADEALQBDAEIARgA1AC0ANAA1ADkARgAtADkAMgBEADAALQA1ADYANABEADMARgAzAEIANAAzADQAQwAuAHAAZABmAA==0On an acquisition spree36802099Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=80209912025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADIALQA4ADkAQgBEAEMARQA0ADEALQA2ADcAMAAwAC0ANAA0AEUAMAAtAEIARABEAEEALQAxAEQAOAA1AEUAQQBGAEEAOQBBADQARQAuAHAAZABmAA==0AI data center momentum; robust guidance37802083Warner Bros.Discovery IncWBD/Default.aspx?mode=anote&action=redirect&id=80208322025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADIALQBGADcAOABEAEQAQQBBADgALQAyADIAMABFAC0ANAA0AEEARAAtAEIAMgA3AEQALQAzAEEANgA4ADIARAAzADcANgAwADYAQwAuAHAAZABmAA==0Announces separation of assets38802082Caterpillar Inc.CAT/Default.aspx?mode=anote&action=redirect&id=80208212025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADMALQAyAEIARgA3ADIAQgA2AEEALQBDAEUAMQBEAC0ANABEADkAOAAtADkAMQBFADkALQA2AEYAMABBAEIAMgBEADYARAA3ADgAMQAuAHAAZABmAA==0Recent weakness offers a buying opportunity39802081Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=80208122025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADUALQAwADYAMQBFAEMAQgBCADEALQBDADEAMgBCAC0ANAAyADcAOAAtAEEARgBDADAALQA1ADcAMgA2ADEARgA5AEUAOQA1ADAAMAAuAHAAZABmAA==0Looking for more favorable entry point40802080Illumina IncILMN/Default.aspx?mode=anote&action=redirect&id=80208012025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADQALQAxAEEAQwBBAEUAOQBBADEALQAyADAARQA1AC0ANABFADMARgAtAEIAMQA4AEEALQAxAEQARABFAEUAOQA2ADIAQQA1AEYAOQAuAHAAZABmAA==0Portfolio advancements drive new growth opportunities41802076Paramount GlobalPARA/Default.aspx?mode=anote&action=redirect&id=80207632025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADAALQAxAEUAMwBGADQANQBEADcALQA2ADUAMgBFAC0ANABFAEMARAAtAEEAMwBFADcALQA0ADkARQA3ADEAQgA1AEIAQgBCAEYAOQAuAHAAZABmAA==0Awaiting acquisition42802075Dicks Sporting Goods, Inc.DKS/Default.aspx?mode=anote&action=redirect&id=80207512025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADEALQBEAEUAMAAzADYAOQBEADQALQA4AEEAQQAyAC0ANAAyADEAQgAtAEEAMQBEAEEALQA1ADUAQQBFAEQANgA1ADUARQBEADYANgAuAHAAZABmAA==0Lowering our target price43802074Broadcom IncAVGO/Default.aspx?mode=anote&action=redirect&id=80207412025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADkALQA5ADIAMQBBAEQAQgBCAEEALQA1ADcANwA3AC0ANABEADEAQwAtAEEAOQA0ADkALQBEAEQARQAwADUAMgBGADkAQQA5AEUANQAuAHAAZABmAA==0AI momentum and VMware driving growth44800570Centerpoint Energy Inc.CNP/Default.aspx?mode=anote&action=redirect&id=80057022025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADEALQBCADIANABBADIARgAyADIALQBBADQARAAwAC0ANAAzADYAQwAtADkAOAA4AEYALQA4ADEAOAAwADYARAA2AEQANgA3ADAAQwAuAHAAZABmAA==0New rate cases offset by regulatory decrease for Houston Electric45800569Teladoc Health IncTDOC/Default.aspx?mode=anote&action=redirect&id=80056922025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADAALQA3AEMAMgBEADMANwA4ADUALQAyADkARgAwAC0ANAAyADkARQAtAEEAMQA2ADQALQBFAEMAOQBBADIAQwA2ADIAMgA4ADgAQQAuAHAAZABmAA==0Path to profitability gets longer46800568Ashland IncASH/Default.aspx?mode=anote&action=redirect&id=80056812025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADMALQBCAEEARQAxADcAMwBGADUALQBBAEEAMQA5AC0ANABEADQANAAtADgANAA2AEUALQBBADMAQQA3AEIAOABDADAARgA2ADMAMQAuAHAAZABmAA==0Value opportunity47800567Sherwin-Williams Co.SHW/Default.aspx?mode=anote&action=redirect&id=80056712025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADIALQBCAEMAQwBDADUAQgA2AEQALQAzAEEANwBFAC0ANAA3ADYANgAtAEIAQwAwAEMALQBEADQANwBDADEAOAA4AEUARQA4AEUAQQAuAHAAZABmAA==0Showing signs of perseverance in a volatile market48800558PPG Industries, Inc.PPG/Default.aspx?mode=anote&action=redirect&id=80055822025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADUALQA5AEYAQwAwADkARAAyAEYALQBBAEUAMwBFAC0ANAAxADgAOAAtADkARABGAEEALQA0ADkAMwBFADcAMABFADYANABDADkAQgAuAHAAZABmAA==0Looking for more favorable entry point49800557Dollar General Corp.DG/Default.aspx?mode=anote&action=redirect&id=80055712025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADQALQBBAEIANwA4ADEAOQBCADcALQBCADMAMQBCAC0ANAA2AEIAMQAtADgAMgAzADMALQBGADkARQA1ADAANQBBADIAMQBCAEYAMAAuAHAAZABmAA==0Raising target price to $135 from $10550800556Lululemon Athletica inc.LULU/Default.aspx?mode=anote&action=redirect&id=80055622025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADYALQBBADUARgA4ADAAOAAxAEEALQA2AEEANQBDAC0ANAA4ADMAQgAtADkARQAxAEEALQBGAEMARQAzADgAQQAwADEAMwAyAEIAQQAuAHAAZABmAA==0Full-year earnings guidance misses estimates51800538Wells Fargo & Co.WFC/Default.aspx?mode=anote&action=redirect&id=80053812025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADIALQBCADkAMwAyADIANQA2ADgALQBFADUAMABBAC0ANAA2AEMAQgAtADgARQA3AEQALQBGADQAOAAyAEQARgAzAEQANwBEADEAMwAuAHAAZABmAA==0Removal of asset cap offers renewed growth opportunities52800537Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=80053712025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA5ADkALQBFAEEAMwBFAEMAOABDADAALQBGADYAMgBGAC0ANABBADcANAAtADgANQA0ADIALQA1ADQAQwA1ADEANABEADMANgA1ADYAMgAuAHAAZABmAA==0Raising target price53800536Brighthouse Financial IncBHF/Default.aspx?mode=anote&action=redirect&id=80053622025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADAALQBEADAAQwAwADgARQAyADUALQA0ADkAOAAyAC0ANABEADIARQAtAEIAQgAzADUALQAyAEUANAAzAEMARABCADcAMAAyAEIAOQAuAHAAZABmAA==0Improving ROE but remains inconsistent54800535DocuSign IncDOCU/Default.aspx?mode=anote&action=redirect&id=80053522025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADMALQBBAEYANABCADQAQgA1ADIALQA5AEYANABCAC0ANABEAEQAMQAtAEEAOQA0ADUALQAyAEUANgAyADUARgBFAEYAQwBFADEANAAuAHAAZABmAA==0Missed billings ding DOCU55800534Tesla IncTSLA/Default.aspx?mode=anote&action=redirect&id=80053422025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADEALQAyAEMARQBBAEQAQgA2ADkALQA4AEYAMAA1AC0ANABBAEEAMwAtADkARgA2ADEALQBBADkAMgBDAEUANwAzADQAMgAzADkANQAuAHAAZABmAA==-1Lowering to HOLD56800527Thor Industries, Inc.THO/Default.aspx?mode=anote&action=redirect&id=80052722025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADQALQA1AEMAQgBDADcAOQA0ADEALQBDADMAMwAwAC0ANAA5AEQANAAtADgAMgBFADIALQA1ADkARQA3AEEAQQAzAEUARgAxADQANgAuAHAAZABmAA==02025 guidance reaffirmed; still too early for an upgrade57800526Hewlett Packard Enterprise CoHPE/Default.aspx?mode=anote&action=redirect&id=80052612025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADMALQBDADIAQgBDAEQARAA5AEUALQAwAEIAOABFAC0ANAAxADQAQQAtADkAMgBFADIALQA1ADcAOQA5ADkAMQA2AEIANwBEAEIAOQAuAHAAZABmAA==0Ongoing AI momentum, restructuring ahead58800525Gap, Inc.GAP/Default.aspx?mode=anote&action=redirect&id=80052512025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADUALQAwAEIARABFADEAOQBFAEMALQA2AEQANwA1AC0ANABGADIAMwAtAEEAQgBGADcALQBBADQARgA1AEUAQQBBADcAMAA2ADMAMgAuAHAAZABmAA==0Gap is demonstrating consistent growth59800524Central Garden & Pet Co.CENT/Default.aspx?mode=anote&action=redirect&id=80052422025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADYALQBGADgAQwA3ADcAMgBGAEMALQBEAEUAQgAzAC0ANAAzADUARQAtADkARQA5AEEALQA1AEIAOQA2ADMANgAzAEYANQBCADUAQwAuAHAAZABmAA==0Fiscal 2Q Sales were weak in both pet and garden60800523MongoDB IncMDB/Default.aspx?mode=anote&action=redirect&id=80052312025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADcALQBCADIARABEADkAQgAwAEEALQBFAEYAQgAwAC0ANABCAEIAMwAtAEEAQQA4ADcALQAxADUANgBFADUAMABBAEIAMgBFAEIAMwAuAHAAZABmAA==0Pursuing GenAI opportunities61800509CMS Energy CorporationCMS/Default.aspx?mode=anote&action=redirect&id=80050912025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA3ADAALQAxADMANwA3ADkAMAA4ADAALQAwAEYAMABFAC0ANAA0AEYANwAtAEIARQA4AEYALQA2ADgAMwA0AEEARgBDADkAOAAwAEUANAAuAHAAZABmAA==0Utility is well positioned to avoid tariff impacts62800508Integra Lifesciences Hldgs CorIART/Default.aspx?mode=anote&action=redirect&id=80050812025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADkALQA0AEEAMgAyADgAQwAxADcALQA4ADUAOAAxAC0ANAAxADIAMQAtADgAMQBGAEUALQAwAEYAMQAwADgAOABGAEUARAA4AEMANQAuAHAAZABmAA==0Strong demand for Integra products support our BUY-thesis63800507Abercrombie & Fitch Co.ANF/Default.aspx?mode=anote&action=redirect&id=80050722025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADYALQAxADEANAAwADcAOABEADQALQA2AEUANgBFAC0ANAA2ADIAMgAtAEIARgA3ADIALQBGAEEAQwAwAEMAMAAwADMANQA2AEYAQwAuAHAAZABmAA==0Still not confident on sales growth64800506Kenvue IncKVUE/Default.aspx?mode=anote&action=redirect&id=80050622025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADgALQAxADgANgA0AEUAMwA1AEYALQAxAEUANQBDAC0ANABCADgANAAtAEEAMQA5ADAALQBEADcANQA4ADEANAA3AEYAMQAwADEARAAuAHAAZABmAA==0Looking for more favorable entry point65800505CIENA Corp.CIEN/Default.aspx?mode=anote&action=redirect&id=80050512025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADcALQAzADcAQQBCAEMAMgAzADUALQBFAEUANAA0AC0ANAAxADMAMwAtAEIANgAwADUALQA2ADIAMgA5ADAAQgAxAEEAQQBBADIAQwAuAHAAZABmAA==0Broadening opportunity from AI, margin pressure66800000GSK PLCGSK/Default.aspx?mode=anote&action=redirect&id=80000012025-06-05T13:20:40.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA1ADYALQBGADMAQQBCADQAOQA2AEQALQBGADkAMAA2AC0ANAA3ADMAQQAtAEIAMAA0ADMALQBGADkAQQAxADgAMAAyADkAMgBFADYANAAuAHAAZABmAA==0Company advances pipeline67799999Crowdstrike Holdings IncCRWD/Default.aspx?mode=anote&action=redirect&id=79999912025-06-05T13:20:40.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA1ADcALQAwADIAQgBDADcAQwA0AEMALQA2ADQAMgBEAC0ANABDAEMAQQAtADkAMAA0ADcALQA4AEQARABGADkAQwA0AEMARQAyAEYANAAuAHAAZABmAA==0Raising target price to $54068799987Sempra EnergySRE/Default.aspx?mode=anote&action=redirect&id=79998722025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADUALQBCADEAQwBEAEQAOAA1ADEALQA5ADQAMAA3AC0ANAA4ADMANAAtAEIARQA4AEUALQA2AEYAQgA4AEIANQAxADMAOQA1ADQAMwAuAHAAZABmAA==0Cost headwinds in 202569799986Nucor Corp.NUE/Default.aspx?mode=anote&action=redirect&id=79998612025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADYALQA5AEMANAAwADUAMQBFADMALQAzADMAMABDAC0ANABBAEEARAAtADgAMQA0ADcALQBCAEUARQAzADgAMAA3AEEAQwAyADUANQAuAHAAZABmAA==0Recent weakness offers buying opportunity70799985IQVIA Holdings IncIQV/Default.aspx?mode=anote&action=redirect&id=79998512025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADQALQAwAEMAOQA5AEIAOAAzADAALQA1AEEAMQA3AC0ANABDAEUAQQAtADkAOAA0AEMALQA5ADgAMwBFADMAMABEADcAQwAxAEMANAAuAHAAZABmAA==0BUY on price pullbacks71798370Sun Life Financial, Inc.SLF/Default.aspx?mode=anote&action=redirect&id=79837012025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADUALQBGADkAMwAwAEMARQA4ADkALQA5AEYANQBEAC0ANAAyADEARQAtADkANwBCAEEALQAxADIAMwA4ADAARQAyAEQANQA0ADEAOAAuAHAAZABmAA==0Raising target on Canadian insurer72798369Beyond Meat IncBYND/Default.aspx?mode=anote&action=redirect&id=79836922025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADcALQA2AEQAMgBBAEIAMwBEAEQALQBFAEYAMwAwAC0ANAAwAEMAMAAtAEEANgAyADUALQA0AEYANABFADYAQQAzAEIAMQBGADUANAAuAHAAZABmAA==0Looking for more favorable entry point73798368Zoom Communications IncZM/Default.aspx?mode=anote&action=redirect&id=79836822025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADQALQBBAEIARQAwADkANwA3ADcALQA1AEIARQAxAC0ANABEAEQARQAtADgAQwAwADgALQBFAEQAMAA2ADkAMQA1ADAANQBBADgAOAAuAHAAZABmAA==0Investing in new AI features while trying to hold the line on margin74798367Toll Brothers Inc.TOL/Default.aspx?mode=anote&action=redirect&id=79836712025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADYALQAyADIANgAzADUAMwA2ADEALQBCADgAMwA4AC0ANAA1AEUANwAtADgARgAwADIALQBBADgAQwA1AEIAQwAxADQAMwBDADUANgAuAHAAZABmAA==0Reducing price target to $150 from $18575798351MDU Resources Group IncMDU/Default.aspx?mode=anote&action=redirect&id=79835112025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADMALQA0AEIAOAA5ADIARQBBADgALQAyADQAMwBBAC0ANAAzAEEANwAtAEIAQQAwADMALQBDADAARQBBADEARgA2ADEAQwA4ADAANgAuAHAAZABmAA==0Strong results after restructuring as pure play utility76798350Dominion Energy IncD/Default.aspx?mode=anote&action=redirect&id=79835022025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADQALQAxADkAQQBFAEIAMwAwADIALQA3AEUAMAAxAC0ANAAzADYAMAAtADgAOQAyADkALQBFADcAMQAwADQANgA0ADYAOABGAEIAMQAuAHAAZABmAA==0Results reflect adjustments and regulatory impacts.77798349Royal Bank of CanadaRY/Default.aspx?mode=anote&action=redirect&id=79834912025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADUALQA5AEIANABEADAAMgAwADgALQA3ADUARAAxAC0ANABFADIAQwAtADgAQQBDADgALQBDADUAQgA5ADQANABBAEMAMgA3ADQAMgAuAHAAZABmAA==0Maintaining target following 2Q25 results78798348UWM Holdings CorporationUWMC/Default.aspx?mode=anote&action=redirect&id=79834822025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADIALQA1AEMANwAzADAAMQBCADkALQA5AEMAOAA5AC0ANAA3ADUANgAtADkAOQAwAEQALQBFADkAMgA1AEMARgAyADMARAAxADIAQQAuAHAAZABmAA==0Mortgage rates remain elevated79798344Ameren Corp.AEE/Default.aspx?mode=anote&action=redirect&id=79834412025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAxADAALQA3ADAAQQAzAEMANwA5ADQALQAyADkAMQAxAC0ANAAyADgAQQAtAEEAMQBFAEIALQA0ADkANABDAEEAQgAwAEYAQgAwAEIAOAAuAHAAZABmAA==0New investment drives electric and gas results80798343BCE IncBCE/Default.aspx?mode=anote&action=redirect&id=79834322025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAwADkALQBGAEMANwBDADYARQAyADIALQA3ADkAMgA3AC0ANABGADUAMQAtAEIAMwAzAEUALQA5ADUAQwA3AEEAMAA0AEQAMABDADgAMQAuAHAAZABmAA==0Expanding margins on declining revenue81798342NetApp IncNTAP/Default.aspx?mode=anote&action=redirect&id=79834212025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAxADEALQAzADIAMQA5ADUAMgAwADgALQBGADkAQgBBAC0ANAA2ADAANQAtADgAQgA4ADcALQBFAEIANwA3AEYAQwA2ADMAMQBBAEMARAAuAHAAZABmAA==0Conservative, margin progress82798328Edison InternationalEIX/Default.aspx?mode=anote&action=redirect&id=79832812025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADcALQBCADMANgA2AEEAQgBDADAALQAxADkANwAxAC0ANABFADYAMQAtADgAQQBBAEIALQAzADUAMwAzAEIANwA4ADgARAA4ADAAOQAuAHAAZABmAA==0EIX recent results top consensus83798327Tyson Foods, Inc.TSN/Default.aspx?mode=anote&action=redirect&id=79832722025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADYALQA2ADkARgA4AEUARgBCADkALQBBAEIAMQA3AC0ANAAyADAANQAtAEIAMgAzADgALQBEADQAQgAyADYANAAxADkAQQAwADUANgAuAHAAZABmAA==0Looking for more favorable entry point84798326Mckesson CorporationMCK/Default.aspx?mode=anote&action=redirect&id=79832612025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADgALQBEAEEANwBEADMARQBGAEYALQA2ADkAMQAwAC0ANABDADYANQAtADkAQQAxADQALQA0AEQAQwBFADQAMwA3ADgARgA5ADkAMwAuAHAAZABmAA==0Raising target to $77585798320Costco Wholesale CorpCOST/Default.aspx?mode=anote&action=redirect&id=79832012025-06-02T12:21:01.687aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA4ADYALQBDAEYANgA1ADcANgAxADAALQA0ADEAQQAzAC0ANAAyAEUANAAtAEEARABGAEIALQA3AEEANAA0ADMANgA0ADIANgA0ADYAMAAuAHAAZABmAA==03Q EPS up 13%; raising target86798303American Electric Power Co IncAEP/Default.aspx?mode=anote&action=redirect&id=79830312025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADYALQBGADYARgBDADcAMgBGAEUALQA3AEIARABBAC0ANABCADMAOAAtADkARAAyADUALQBFADUARgAxADAAMgA3AEEAMgA1ADgANQAuAHAAZABmAA==012% gain in commercial load drives growth87798302MarketAxess Holdings Inc.MKTX/Default.aspx?mode=anote&action=redirect&id=79830222025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADcALQA0AEQAOABDAEQANQBFADgALQA1AEUAOAA5AC0ANAAwADMAMAAtAEIAQgA2ADYALQAzADYAOAA0AEEAOQBCADAANQAyAEQAMgAuAHAAZABmAA==0Remains heavily reliant on trading commissions88798301Dell Technologies IncDELL/Default.aspx?mode=anote&action=redirect&id=79830112025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADgALQAzADMAOABDADMAQwBDAEQALQA4ADkANAA2AC0ANAAyADQAMAAtAEEANQA3AEYALQA3ADkARgA0AEEAMwA0ADUAOABEADkAMwAuAHAAZABmAA==0Accelerating AI opportunity in servers, PCs89798300CBOE Global Markets Inc.CBOE/Default.aspx?mode=anote&action=redirect&id=79830022025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADQALQBDAEIARABFADMANwAxADgALQA0AEQAQwA0AC0ANAA3AEEANAAtADkANwAwADYALQAwADAAOAAxADgAMQBGADcANAAyADIANQAuAHAAZABmAA==0Market volatility boosted earnings90798299Alcon Inc.ALC/Default.aspx?mode=anote&action=redirect&id=79829912025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADMALQAwAEUARABGADYAQgA0ADAALQBDAEUAOQA3AC0ANAA0AEQARAAtAEIAOAA4ADYALQAxADQAQQBCADYANgA5AEUANAAyAEIARgAuAHAAZABmAA==0New products; higher dividend91798292Exelon Corp.EXC/Default.aspx?mode=anote&action=redirect&id=79829212025-05-30T13:14:24.403aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA2ADIALQBBADIARQBEADkANwAyADEALQBBADIAMABBAC0ANAA0ADMAMAAtADkAQQA1ADIALQBGADIAOABFAEQAMgA2ADIANQA3ADIAOAAuAHAAZABmAA==0Solid rate base growth projected by 202892798291Salesforce IncCRM/Default.aspx?mode=anote&action=redirect&id=79829112025-05-30T13:14:24.403aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA2ADEALQBFAEIAQQA5AEQAMwBBAEYALQA3ADMAMwA2AC0ANAA0ADkARQAtADgAMQAzAEMALQBEADQAMAA1AEUAQQAwAEQAOQAzADAARgAuAHAAZABmAA==0Lowering target price to $36093798278Markel Group Inc.MKL/Default.aspx?mode=anote&action=redirect&id=79827822025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADAALQA0AEEANAAxADEAMABCADMALQA5AEUANwAxAC0ANAAxADYAOQAtAEEAMgAzADUALQBCAEIANQBBADYAQQBGADUAMAA4ADUAMgAuAHAAZABmAA==0Results remain inconsistent94798277HP IncHPQ/Default.aspx?mode=anote&action=redirect&id=79827712025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADQALQBDADEANQAxADUANQBDADUALQA5ADMAQwA4AC0ANAA0AEMARAAtAEEANQAzADEALQBDADMAMgBCADEANQA5ADQANwBFADEAMQAuAHAAZABmAA==0AI PC promise, but tariff concerns weigh95798276Clorox Co.CLX/Default.aspx?mode=anote&action=redirect&id=79827622025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADMALQBCAEUAMgAwADQAQQA5ADUALQBCADUAOAA3AC0ANAA5ADcANwAtAEIAMgBDADAALQBGADkARAA3ADMARQA0AEQARQAzAEIARgAuAHAAZABmAA==0Looking for more favorable entry point96798275Bio-Techne CorpTECH/Default.aspx?mode=anote&action=redirect&id=79827512025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADUALQAxAEIAQQAxAEUAMAA2AEYALQA1ADAANwBCAC0ANAA2ADQANAAtADkAMAA5AEMALQA4ADAANAA5ADgARgBDAEYANgBEAEYANAAuAHAAZABmAA==0Fundamentals remain solid despite near-term headwinds97798274Autozone Inc.AZO/Default.aspx?mode=anote&action=redirect&id=79827422025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADIALQBDAEMARgBEADcAOAA5ADEALQA2ADUAMAAxAC0ANAA0AEIAOAAtADkAMgBFAEIALQBFADUAMAAxADkAOABFAEUAQgAyADIAMgAuAHAAZABmAA==0'Worse-than-expected' margin pressure in fiscal 3Q2598798273Autodesk Inc.ADSK/Default.aspx?mode=anote&action=redirect&id=79827312025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA0ADkALQBCADAAQgBGAEQAMQBGADAALQAxADgAOQA1AC0ANAA4AEMARQAtAEIAOQA1ADIALQBEADgANwBEADkANQAwAEQANABFADAAQwAuAHAAZABmAA==0Restructuring to enhance go-to-market and boost margins99798272LyondellBasell Industries NVLYB/Default.aspx?mode=anote&action=redirect&id=79827222025-05-30T07:18:09.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA1ADEALQBDADcAQgAzADkAOABEAEQALQA1ADUAMQA3AC0ANAA5ADMANwAtAEIAMQA3ADkALQAxADEARgAxADMAMgA1ADMANwA3ADUANAAuAHAAZABmAA==-1Downgrading to HOLD100

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India Anticipated Growth Leader in 2025

The global economy is expected to grow at a sluggish and below-trend rate for the next several quarters, according to the World Economic Outlook from the International Monetary Fund. The world economy is expected to expand at a 2.8% rate in 2025 and a 3% rate in 2026, down from 3.3% in 2024. Though solid, these rates are below the long-term historical global growth rate of 3.8%, due to the impact of tariff uncertainty, inflation, and higher interest rates. For industrialized economies (the U.S., Europe, Japan, etc.), growth is forecast at 1.4% in 2025, followed by 1.5% in 2026. These forecasts have been lowered in recent months due to trade wars. Among the industrialized regions, the U.S. economy is expected to grow the fastest this year, at a 1.8% rate, while Japan's forecast is for 0.6% and Europe is estimated at 0.8%. For emerging economies (China, India, Russia, Brazil, Saudi Arabia, etc.), growth forecasts call for 3.7% in 2025 and 3.9% in 2026. The clear leaders are expected to be India and China, with average growth for the two years of 6.2% and 4.0%, respectively. These growth nations have different drivers: population growth in India, which points toward commodity and industrial-based infrastructure products; and productivity growth in China, which suggests spending on healthcare, technology, and financial services, as GDP/capita grows. Mexico and Canada are likely to be wild cards in the global economic landscape in coming years, as they have been targeted for tariffs by President Trump. Despite the uncertainty, global stocks are off to a strong start in 2025, with the EFA index (ETF = EFA) of developed companies up 10% year to date and the emerging markets ETF (EEM) up 12.5%. Japan, etc.), growth is forecast at 1.4% in 2025, followed by 1.5% in 2026. These forecasts have been lowered in recent months due to trade wars. Among the industrialized regions, the U.S. economy is expected to grow the fastest this year, at a 1.8% rate, while Japan's forecast is for 0.6% and Europe is estimated at 0.8%. For emerging economies (China, India, Russia, Brazil, Saudi Arabia, etc.), growth forecasts call for 3.7% in 2025 and 3.9% in 2026. The clear leaders are expected to be India and China, with average growth for the two years of 6.2% and 4.0%, respectively. These growth nations have different drivers: population growth in India, which points toward commodity and industrial-based infrastructure products; and productivity growth in China, which suggests spending on healthcare, technology, and financial services, as GDP/capita grows. Mexico and Canada are likely to be wild cards in the global economic landscape in coming years, as they have been targeted for tariffs by President Trump. Despite the uncertainty, global stocks are off to a strong start in 2025, with the EFA index (ETF = EFA) of developed companies up 10% year to date and the emerging markets ETF (EEM) up 12.5%.

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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

$142.21

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$132.28

ABBV - ABBVIE INC

05/01/2025

Healthcare

$185.48

ANF - ABERCROMBIE & FITCH CO.

06/06/2025

Consumer Discretionary

$74.98

ACN - ACCENTURE PLC

03/24/2025

Information Technology

$312.03

ADBE - ADOBE INC

06/16/2025

Information Technology

$382.68

ADTN - ADTRAN HOLDINGS INC

05/21/2025

Information Technology

$7.80

AAP - ADVANCE AUTO PARTS INC

05/27/2025

Consumer Discretionary

$48.23

AMD - ADVANCED MICRO DEVICES INC.

05/08/2025

Information Technology

$127.10

ACM - AECOM

05/07/2025

Industrial

$112.19

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Christine Dooley

6/16/2025

View

Weekly Stock List: Energy, Wealth in the Ground

Christine Dooley

6/9/2025

View

Weekly Stock List: Companies Raising Guidance

Christine Dooley

6/2/2025

View

Weekly Stock List: What Are the Big Guns Buying?

Christine Dooley

5/27/2025

View

Weekly Stock List: Tariff Impact on U.S. Companies

Jim Kelleher

5/19/2025

View

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News & Media

Webinar Announcement - Markets & U.S. Economy: What Will the Second Half of 2025 Bring 07/02/2025

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Argus Updates Sponsored Research Coverage 06/11/2025
Argus Sponsored Research Reports Lands's End, Inc. (NasdaqGM: LE)

Webinar - Wealth in the Ground. 06/04/2025

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Argus Sponsored Research Reports Build-A-Bear Workshop, Inc (NYSE: BBW)

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Argus Sponsored Research Reports TH International Limited (NasdaqCM: THCH)

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Argus Sponsored Research Reports Golden Matrix Group Inc (NasdaqGM: GMGI)

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Argus Sponsored Research Reports OTC Markets Group Inc (OTCQX:OTCM)

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Webinar - Communication Services Disruptors. 05/07/2025

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Argus Sponsored Research Reports Travelzoo (NasdaqGS: TZOO)

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Argus Sponsored Research Reports Ambow Education Holding Ltd. (NYSEAM: AMBO)

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Argus Sponsored Research Reports Cheche Group, Inc. (NasdaqCM: CCG)

Argus Performance - 04/02/2025

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Argus Sponsored Research Reports Enerpac Tool Group Corp. (NYSE: EPAC)

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Argus Sponsored Research Reports Lands's End, Inc. (NasdaqGM: LE)

Argus Updates Sponsored Research Coverage 03/21/2025
Argus Sponsored Research Reports Bristow Group Inc. (NYSE: VTOL)

Argus Updates Sponsored Research Coverage 3/20/2025
Argus Sponsored Research Reports OTC Markets Group Inc (OTCQX:OTCM)

Argus Updates Sponsored Research Coverage 3/18/2025
Argus Sponsored Research Reports Build-A-Bear Workshop, Inc (NYSE: BBW)

Argus Updates Sponsored Research Coverage 03/06/2025
Argus Sponsored Research Reports Travelzoo (NasdaqGS: TZOO)

Webinar Announcement - Forecast for the Consumer Sector. 03/05/2025

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Webinar Announcement - Values in Healthcare. 02/05/2025

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Argus Initiates Sponsored Research Coverage 01/15/2025
Argus Sponsored Research Reports Ambow Education Holding Ltd. (NYSEAM: AMBO)

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Webinar Announcement - Argus Research Analysts Top Picks for 2025 - Wednesday 1/8/2025, 11am ET

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Argus Sponsored Research Reports QuantaSing Group Ltd. (NasdaqGM: QSG)

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David Toung discusses opportunity in healthcare stocks Money Talk

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Argus Updates Sponsored Research Coverage 9/05/2024
Argus Sponsored Research Reports Cheche Group, Inc. (NasdaqCM: CCG)

Webinar - Consumer Discretionary: Retail and Housing Outlook. 9/04/2024

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Argus Sponsored Research Reports Build-A-Bear Workshop, Inc (NYSE: BBW)

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Argus Updates Sponsored Research Coverage 8/23/2024
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Argus Updates Sponsored Research Coverage 8/23/2024
Argus Sponsored Research Reports ASBISc Enterprises Plc (WSE: ASB)

Argus Updates Sponsored Research Coverage 8/15/2024
Argus Sponsored Research Reports Bristow Group Inc. (NYSE: VTOL)

Webinar - Utilities: Opportunities in a Declining-Rate Environment. 8/07/2024

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Money Talk Argus’ Joe Bonner on PLTR EPS SchwabNetwork.com

New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

Sustainable Impact Investing is gaining traction not only with Argus Research clients but also with the global investment community. As assets have flowed in over the past 40 years, Sustainable Investing has evolved. The discipline, originally known as Socially Responsible Investing, first focused on excluding companies that conducted business in South Africa, or participated in industries such as tobacco, alcohol, and firearms. In time, the list of industries to avoid increased to include soft drinks, fast food, and oil and gas, among numerous others. Performance of initial strategies lagged, and the approach has been modified. Now, instead of merely identifying industries to avoid, the discipline promotes “sustainable” business practices across all industries that can have an “impact” on global issues such as climate, hunger, poverty, disease, shelter, and workers’ rights. Given the strategy’s focus on leading management practices, we expect the growth curve for Sustainable Investing to again slope upward in the years ahead.

Market View

Connecting the Dots

Stocks are up at Wednesday midday. Wall Street is waiting on the Fed’s rate announcement at 2pm ET, followed by Chairman Powell’s press conference at 2:30pm. This round, analysts get the added information of the Fed’s “dot plot” which lays out Fed members’ collective vision of where they see interest rates down the road. The yield on the 10-year Treasury note is 4.36%. Crude oil is at $74 per barrel.

Active Stocks: Hasbro (HAS) cut 3% of its workforce. The CEO had warned that tariffs could lead to higher prices and layoffs. Korn Ferry (KFY) shares are getting a bounce higher after beating earnings expectations. La-Z-Boy (LZB) missed on earnings and offered guidance that is below analyst forecasts. The S&P 500 is up 0.41%, the Dow is up 0.41%, the Nasdaq is up 0.57%, and the Russell 2000 is up 1.10%. Industries trading higher today include: Automobiles, Leisure Products, and Electronic Equipment Instruments & Components. Industries trading lower today include: Energy Equipment & Services, Wireless Telecommunication Services, and Beverages. The VIX is down 1.53 at 20.07 after closing yesterday at 21.60. Options on Kroger Co/The (KR) have appeared on the most-active list today with more than 3,429 contracts of the Jun. 20 $64 put, changing hands. The put/call ratio is 0.9 (1,367,659)/(1,526,601). NYSE Adv/Dec (1969/722). Nasdaq Adv/Dec (2960/1219). [Argus Research, various news and data sources]

The S&P 500 is up 0.41%, the Dow is up 0.41%, the Nasdaq is up 0.57%, and the Russell 2000 is up 1.10%.

Industries trading higher today include: Automobiles, Leisure Products, and Electronic Equipment Instruments & Components. Industries trading lower today include: Energy Equipment & Services, Wireless Telecommunication Services, and Beverages.

The VIX is down 1.53 at 20.07 after closing yesterday at 21.60. Options on Kroger Co/The (KR) have appeared on the most-active list today with more than 3,429 contracts of the Jun. 20 $64 put, changing hands. The put/call ratio is 0.9 (1,367,659)/(1,526,601).

NYSE Adv/Dec (1969/722). Nasdaq Adv/Dec (2960/1219).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 06/16/2025

Slow Summer Ahead? Don’t Be so Sure

The “lazy hazy crazy days of summer,” according to singer Nat “King” Cole, are the time for soda and pretzels and beer. Summer has not typically been a busy time in the stock market, with little net gain over the “Wall Street summer” timeframe of June through September. When stocks do make a big move in the June-September timeframe, they are slightly more likely to move to the downside than to the upside. ... more

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Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

India Anticipated Growth Leader in 2025

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Energy, Wealth in the Ground

Weekly Stock List: Companies Raising Guidance

Weekly Stock List: What Are the Big Guns Buying?

Weekly Stock List: Tariff Impact on U.S. Companies

News & Media

New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

Market View

Connecting the Dots

Weekly Economic Commentary

Slow Summer Ahead? Don’t Be so Sure

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

India Anticipated Growth Leader in 2025

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Energy, Wealth in the Ground

Weekly Stock List: Companies Raising Guidance

Weekly Stock List: What Are the Big Guns Buying?

Weekly Stock List: Tariff Impact on U.S. Companies

News & Media

New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

Market View

Connecting the Dots

Weekly Economic Commentary

Slow Summer Ahead? Don’t Be so Sure

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes