298480100trueLoaded Data375911AES Corp.AES/Default.aspx?mode=anote&action=redirect&id=37591112021-10-19T12:58:58.6770Recent weakness offers buying opportunity 1375910EricssonERIC/Default.aspx?mode=anote&action=redirect&id=37591022021-10-19T12:58:58.6770Progress in 5G rollout, continued China challenges 2375909Goldman Sachs Group, Inc.GS/Default.aspx?mode=anote&action=redirect&id=37590922021-10-19T12:58:58.6770Strong capital raising and advisory in 3Q 3375897Walgreens Boots Alliance IncWBA/Default.aspx?mode=anote&action=redirect&id=37589722021-10-19T06:35:36.407aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA4ADUALQA5AEIARAA5ADIANQAyADgALQA1ADAANQBEAC0ANAAyAEMAOQAtAEEAOAA4ADcALQAyADQANgBEADgAOQA1ADAAMQA3ADUAQQAuAHAAZABmAA==0Fourth-quarter beat; maintaining HOLD rating 4375896Badger Meter Inc.BMI/Default.aspx?mode=anote&action=redirect&id=37589612021-10-19T06:35:36.407aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA4ADAALQAzADMAOQBDADcARQA0AEIALQA5AEQANQBFAC0ANAA4ADQANQAtAEIAQQA4ADUALQAwAEUARgAyAEEANABCAEMAMwBCAEYAMAAuAHAAZABmAA==0Reasonable price for consistent grower 5375895Apple IncAAPL/Default.aspx?mode=anote&action=redirect&id=37589512021-10-19T06:35:36.407aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA4ADIALQA0AEEAQwAyADQANQBFADkALQBEAEEANQA1AC0ANAA3ADkAQwAtADkANQA1AEMALQA5AEUAMQAwAEIARAAyAEYANgBBADQAMQAuAHAAZABmAA==0New MacBook Pro Notebook PCs; reiterating BUY 6375890Eversource EnergyES/Default.aspx?mode=anote&action=redirect&id=37589012021-10-18T13:43:19.810aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA2ADQALQAyADIARAA0ADQAQwBGADgALQBCAEMAOQBFAC0ANABBADEAMQAtADgAMwA1ADcALQBBADMAMwA4ADUAOABEADIANAA2AEUAMwAuAHAAZABmAA==0Reiterating BUY with $110 target 7375889Dominos Pizza IncDPZ/Default.aspx?mode=anote&action=redirect&id=37588912021-10-18T13:43:19.810aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA2ADUALQA0ADMAQQAwADYAOQBGADYALQAyADMANAAxAC0ANAA1AEUAMgAtADkANAA3AEIALQBBADgANwAzAEEARABFAEQAQQAzAEEAQQAuAHAAZABmAA==0Lowering target to $520 8375888Citigroup IncC/Default.aspx?mode=anote&action=redirect&id=37588812021-10-18T13:43:19.810aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA2ADgALQBBAEYARQA2ADAAMwAwADYALQBBAEIARQAzAC0ANABBADAAMgAtAEIARQBBADUALQBBADYAQQA2AEQAOQBFAEUAMgAwAEMAMgAuAHAAZABmAA==0Below book value shares offer buying opportunity 9375887Charles Schwab Corp.SCHW/Default.aspx?mode=anote&action=redirect&id=37588712021-10-18T13:43:19.810aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA2ADcALQBGAEUAQwA4ADUAQQAyAEIALQBBAEMANABGAC0ANAA2AEQAQQAtADgANAAzADYALQBDADMARQA0ADYANQA4AEYAQQBGADkAMgAuAHAAZABmAA==0Strong net new assets in 3Q; raising target to $90 10375872Sanofi SASNY/Default.aspx?mode=anote&action=redirect&id=37587212021-10-18T06:49:12.287aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA1ADQALQA4ADAAMQA3AEEAMwBCAEYALQBFADEANwA1AC0ANAA4ADMAMwAtADkAQQA1ADMALQA3ADMAOAA4ADQAQQBGADIAMgBEAEUAMQAuAHAAZABmAA==0Reiterating BUY ahead of 3Q results 11375871J.B. Hunt Transport Servs, IncJBHT/Default.aspx?mode=anote&action=redirect&id=37587112021-10-18T06:49:12.287aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA1ADcALQBFADIAMABEADMANgAyAEMALQAzADkAQQA5AC0ANABEAEUANQAtADkAMQA5ADUALQBCAEMANwA3ADEAQgA3AEYAMwA2AEYARgAuAHAAZABmAA==0Raising target price 12375870Alcoa CorpAA/Default.aspx?mode=anote&action=redirect&id=37587012021-10-18T06:49:12.287aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA1ADYALQA2AEEANAA1ADYAQwBBAEEALQA0AEEAQQA4AC0ANAA2AEUAMwAtAEEAQgAwAEIALQBCADQANAA1ADQAQwBGADUAQgAzADQAOAAuAHAAZABmAA==0Strong 3Q results; raising target 13375869Wells Fargo & Co.WFC/Default.aspx?mode=anote&action=redirect&id=37586912021-10-18T06:49:12.287aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA1ADMALQBEADQAMQA5ADIAMQA4ADkALQBGAEYANgBCAC0ANAAxADQANQAtAEIARQA5ADIALQA3ADYARABGAEEANQAxADEAMwBFAEEAOQAuAHAAZABmAA==0Raising target to $55 following 3Q results 14375868PNC Financial Services GroupPNC/Default.aspx?mode=anote&action=redirect&id=37586812021-10-18T06:49:12.287aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwA1ADUALQBCAEEANgBEADcARABFAEIALQA2ADcANgA5AC0ANAA0ADMAOQAtADgAQwBCADAALQBFADMARAAxADcARgBFADUAMQBGAEIANQAuAHAAZABmAA==0Benefits from BBVA acquisition visible in 3Q 15375862Truist Financial CorporationTFC/Default.aspx?mode=anote&action=redirect&id=37586212021-10-15T12:31:49.463aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAyADkALQA5AEIAMQA1ADEARgAzADEALQBBADgANAA4AC0ANAA0ADkAQgAtAEIAOQAwADMALQBFAEMAMgA0ADIAOQBFADgARgBFADAANQAuAHAAZABmAA==0Favorable 3Q EPS, merger synergies on track 16375861HubSpot IncHUBS/Default.aspx?mode=anote&action=redirect&id=37586112021-10-15T12:31:49.463aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAzADAALQAzADkANwA3AEEANAA2ADUALQA5AEQAMQAwAC0ANABEADYARgAtADkAOABGADkALQA5AEQAOQA3AEMAMwBDADIAQgBEADYAQgAuAHAAZABmAA==0Raising target price to $930 17375852Unitedhealth Group IncUNH/Default.aspx?mode=anote&action=redirect&id=37585212021-10-15T07:07:42.217aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAyADMALQA1ADkAQgA5ADAARgBBADIALQBEADgARgA5AC0ANAA2AEQAQwAtADkARQA4AEYALQA3ADIANABFADEANAAzAEQARQA2ADcAQQAuAHAAZABmAA==0Reaffirming BUY and $465 target 18375851Morgan StanleyMS/Default.aspx?mode=anote&action=redirect&id=37585112021-10-15T07:07:42.217aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAyADEALQAwAEYAMwBBADUAMwA1ADcALQBFADkAMgBEAC0ANAA2AEQAMQAtAEIANABFAEEALQBBAEMAMgA2AEUAOABBADEANgA2ADEANQAuAHAAZABmAA==0Raising estimates and target price 19375850Microchip Technology, Inc.MCHP/Default.aspx?mode=anote&action=redirect&id=37585012021-10-15T07:07:42.217aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAyADAALQA5ADYAQwA5ADUARQAwADcALQBFAEQAMwAwAC0ANAA2ADcAOAAtADkAQwBCADQALQA1AEYANgA1AEEAQgBBADQARAA5ADgAMwAuAHAAZABmAA==0Complete 2-for-1 stock split, raising estimates 20375849Bank Of America Corp.BAC/Default.aspx?mode=anote&action=redirect&id=37584912021-10-15T07:07:42.217aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAyADIALQA5AEYAMwA0ADIARQAyADkALQBFADEAOABBAC0ANAA4AEUAMwAtAEEAQgA4ADgALQAzADgAMgA2ADQAQwBDAEYARgAyADcANQAuAHAAZABmAA==0Raising target to $50 after strong 3Q results 21375843Delta Air Lines, Inc.DAL/Default.aspx?mode=anote&action=redirect&id=37584322021-10-14T13:08:51.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAwADIALQBEADUAOAAyADMARgBGADQALQA2ADQANQA1AC0ANABCADYARAAtAEIANwA2ADYALQA1ADcAQwAyADIAOQA2AEUANwAzADAARAAuAHAAZABmAA==0Maintaining HOLD following 3Q results 22375842U.S. Bancorp.USB/Default.aspx?mode=anote&action=redirect&id=37584212021-10-14T13:08:51.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAwADUALQAyAEMAMgBBADkARQA2ADcALQBCADAAOQA4AC0ANAA4ADMAQQAtAEIAQgBDAEYALQBBADUARQA2ADgAQgA1ADQAOABBADAARgAuAHAAZABmAA==0Raising target to $70 as loan growth and credit quality improves 23375841Taiwan Semiconductor ManufactuTSM/Default.aspx?mode=anote&action=redirect&id=37584112021-10-14T13:08:51.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAwADMALQBDADkANwAzAEQAOABGADkALQAzAEYARgBDAC0ANAA3ADEARAAtADgAQwA1AEQALQA3ADIARQBCADEAQwBFAEMAMwA5ADMARAAuAHAAZABmAA==0Above-consensus quarter; continued customer shift to 5 nm 24375840Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=37584012021-10-14T13:08:51.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA2ADYALwAwADQALQA0ADIAOQBEADkARQAyAEUALQAwAEYAQQAyAC0ANAA0AEEANwAtADkARgA3ADYALQBDADIAQwBCAEEANgA4ADgAMgAzAEMANQAuAHAAZABmAA==0Strong long-term inflows in 3Q 25375826United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=37582612021-10-14T07:07:54.543aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA5ADkALQBEADkARABGAEIAQQA1AEQALQA1ADMAQwBGAC0ANAAxAEQANwAtAEIAQgAxADEALQBBADkAMgA4ADYANwA4ADYANwAzAEEAQgAuAHAAZABmAA==1Upgrading to BUY with $25 target 26373709MGM Resorts InternationalMGM/Default.aspx?mode=anote&action=redirect&id=37370912021-10-13T12:58:08.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA4ADcALQA1ADAANAA3AEYARgAwADEALQA5AEYANgBFAC0ANABCADQANQAtAEEAMQA4AEMALQA1ADcANQA0AEUAMgBBADEAMwA0AEEANQAuAHAAZABmAA==0Raising target price to $56 27373708JPMorgan Chase & Co.JPM/Default.aspx?mode=anote&action=redirect&id=37370812021-10-13T12:58:08.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA4ADYALQA3AEQAMQBGAEUAOABBAEQALQA2ADgARgBFAC0ANABBADkAOQAtAEEANQAwAEEALQA0AEIANABFAEIARAA3AEQAMQA5ADkAQQAuAHAAZABmAA==0Strong quarter; raising target price 28373696Pinnacle West Capital Corp.PNW/Default.aspx?mode=anote&action=redirect&id=37369612021-10-13T07:13:43.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA4ADAALQAyADUAMAAxADAAMgBCADYALQBDAEIARgBDAC0ANABBADgARgAtAEIAQwAzADMALQBBAEUAQwAzADQAOQBEADcANgA1ADAAQQAuAHAAZABmAA==0Attractive dividend yield 29373695Fastenal Co.FAST/Default.aspx?mode=anote&action=redirect&id=37369512021-10-13T07:13:43.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA4ADEALQA2AEQANwBCAEUAOQAyADkALQA0AEUAMgBDAC0ANABFADkAMwAtADgARQAwADMALQAyAEIARQA3AEUANAAyADIANQBDADYAMwAuAHAAZABmAA==0Reasonable price for consistent grower 30373689Hilton Worldwide Holdings IncHLT/Default.aspx?mode=anote&action=redirect&id=37368912021-10-12T13:11:45.280aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA3ADAALQAyAEIAOQBCAEMARABEADYALQA4ADYANwBEAC0ANAA3ADUAOQAtADgAOQA1AEMALQAyADUAMQAwAEEANgA2AEYAOQBGAEMAOAAuAHAAZABmAA==0Raising target price to $162 31373677Teva Phar Inds LtTEVA/Default.aspx?mode=anote&action=redirect&id=37367712021-10-12T07:04:50.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA1ADkALQA3AEQARgBGAEEARAA2AEMALQAzADAANAA5AC0ANAAxAEIARQAtADgANAA2ADYALQA4AEYAQgBCAEUANwBFADUARgA3AEIANgAuAHAAZABmAA==0Reaffirming BUY ahead of 3Q results 32373667Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=37366712021-10-11T12:22:16.747aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwA0ADkALQAyAEMAQQAyADYANQA3AEQALQAyADcARQA5AC0ANAA0AEYAOQAtAEEAMQBCAEYALQBFAEEAQgA3ADUANgA2AEEARgBCAEYAQQAuAHAAZABmAA==0Closes Innovium acquisition, raises growth targets 33373653Atmos Energy Corp.ATO/Default.aspx?mode=anote&action=redirect&id=37365322021-10-11T07:10:46.687aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAzADYALQAzADMAMAA5AEEAOAA1ADgALQA4ADAAMQBGAC0ANAAxADgAOQAtAEEANQAzADcALQBGADQANAAwAEUAOQAwADcAQQBCADYAOQAuAHAAZABmAA==0Corrected content; lowering to HOLD 34373650Constellation Brands IncSTZ/Default.aspx?mode=anote&action=redirect&id=37365012021-10-08T13:34:55.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAzADAALQBEADQARgAzAEQAQwAzAEMALQA3AEMANQBGAC0ANAA4AEYANAAtADkAQgA1ADQALQBCADEAQQBEADgAQQBGADgAQQBEAEEAMgAuAHAAZABmAA==0Strong beer sales; maintaining BUY 35373649Netflix IncNFLX/Default.aspx?mode=anote&action=redirect&id=37364912021-10-08T13:34:55.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAyADkALQAwADIAQwBGAEEAQgBGADkALQA2ADUAMAAwAC0ANABEADMAQQAtAEEAQwAzADQALQBDADQAOQAzADcAMgBFADUAOAAyADgARQAuAHAAZABmAA==0Raising target price to $720 36373648Apollo Global Management IncAPO/Default.aspx?mode=anote&action=redirect&id=37364812021-10-08T13:34:55.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAzADEALQBEADcANQBFAEQANgAzAEUALQA1AEUARABBAC0ANABCADMAMAAtADgAMwBGADgALQA1AEMARQAyADMARgBBADAAMwA3ADYAMQAuAHAAZABmAA==0Raising estimates on improving performance fee environment 37373638Alcon Inc.ALC/Default.aspx?mode=anote&action=redirect&id=37363812021-10-08T07:02:09.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAyADAALQA2ADAAQQA1AEMARQBBADAALQA1ADAAMgA2AC0ANAA4ADAAMQAtAEEAQwBBAEIALQBCADAAMAAyAEYARQBCAEUANgAwADAAOAAuAHAAZABmAA==0Raising target price to $88 38373637International Business MachineIBM/Default.aspx?mode=anote&action=redirect&id=37363712021-10-08T07:02:09.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAyADEALQA2ADMAQQA5AEUAMQBEAEEALQAwADYANQA4AC0ANABDADcARAAtADgANgAzAEMALQA5AEMANAA4AEUAOAA0ADcANQA5ADMAMwAuAHAAZABmAA==0Strategic update; boosting target to $165 39373630Pfizer Inc.PFE/Default.aspx?mode=anote&action=redirect&id=37363012021-10-07T13:09:46.237aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAwADkALQBCAEQAQwAzADkAQwA0AEMALQBCADYANQBGAC0ANABEADkANQAtADkARAA3ADQALQAzAEYAQwA5AEQAQwBGADgAQwBBAEIANgAuAHAAZABmAA==0Reaffirming BUY with $55 target 40373629Dell Technologies IncDELL/Default.aspx?mode=anote&action=redirect&id=37362912021-10-07T13:09:46.237aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwA0ADQALwAwADgALQBGAEEANwBDADEAMgBGADUALQBEAEIAQgA3AC0ANAAwADgAQgAtADgAOQBDAEQALQA0ADMARQAxAEIANwAwADMAMQAwAEMANwAuAHAAZABmAA==0Growth targets and enhanced shareholder return 41373618Atmos Energy Corp.ATO/Default.aspx?mode=anote&action=redirect&id=37361822021-10-07T07:16:34.900aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADcALwA5ADIALQBEADQAQwBDADMAMwAwAEEALQBEADkAQQBFAC0ANAA4AEQANQAtADgAOQA3AEQALQA3ADUAQgA2ADUAMwA5ADAARAA2ADEARAAuAHAAZABmAA==-1Lowering rating to HOLD 42371500GlaxoSmithKline PLCGSK/Default.aspx?mode=anote&action=redirect&id=37150012021-10-06T12:38:45.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADMALwAwADUALQA1AEUAMQA3ADMARQAyADgALQBGAEMANABBAC0ANABEADcANQAtAEIAMgAyAEUALQBEAEQARABDADMAMAA4ADkAQgBCADMARgAuAHAAZABmAA==0Discounted price offers buying opportunity 43371488Pepsico Inc.PEP/Default.aspx?mode=anote&action=redirect&id=37148812021-10-06T07:06:24.950aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA5ADkALQAwADAAMgAyADcAMgA4AEYALQA2AEEAOQBFAC0ANAA3ADcAQgAtADgAMQA2ADgALQBGADcAMABEADYANQBDADAAMABDAEUAOAAuAHAAZABmAA==0Strong quarter; maintaining $169 target 44371487CarMax IncKMX/Default.aspx?mode=anote&action=redirect&id=37148712021-10-06T07:06:24.950aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA5ADgALQBFADcAMQBBADYAQwA4ADAALQA0ADEAQwA5AC0ANABFADAANQAtAEEAOABDADUALQBFAEQAQgA0ADQAQwA4ADgAOQBFADcARAAuAHAAZABmAA==0Reiterating BUY and target of $145 45371486Cintas CorporationCTAS/Default.aspx?mode=anote&action=redirect&id=37148612021-10-06T07:06:24.950aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA5ADcALQBBAEYARABEADEAMgA2ADYALQA4ADkAQwBGAC0ANAAxAEIARgAtAEIAOAA2ADAALQBBADEANgBGADEAOAAyAEMANAA5ADYARgAuAHAAZABmAA==0CTAS Continued strong prospects; reiterating BUY 46371485National Grid PlcNGG/Default.aspx?mode=anote&action=redirect&id=37148522021-10-06T07:06:24.950aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADMALwAwADAALQAzADYAMgA0AEYARQBEAEIALQA4AEQARAA1AC0ANAA3AEEARAAtAEIAMQA5ADMALQBCADgAMQA0ADQARgAzADAARgBCADgARAAuAHAAZABmAA==-1Downgrading to HOLD and dropping coverage 47371478OGE Energy Corp.OGE/Default.aspx?mode=anote&action=redirect&id=37147822021-10-05T12:51:22.147aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA4ADMALQA0AEYARgA0ADQAMAA3AEIALQBBADYANgBCAC0ANAA5AEQAQQAtADgAQgAxAEEALQA3AEQANwBFADAAQwA2ADYARgAzADMAQQAuAHAAZABmAA==0Looking for more favorable entry point 48371469McCormick & Co., Inc.MKC/Default.aspx?mode=anote&action=redirect&id=37146922021-10-05T06:44:41.097aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA3ADgALQBFADUAQgA3AEUANgBGAEEALQAzAEYANQAwAC0ANABBADUANAAtAEEAQgBGADQALQA0AEIANwBCAEYAMwBCAEQANQA3AEIAQwAuAHAAZABmAA==0Maintaining HOLD on cost pressures 49371468Rockwell Automation IncROK/Default.aspx?mode=anote&action=redirect&id=37146812021-10-05T06:44:41.097aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA3ADcALQA4ADIANgA5AEIAQQAxAEUALQA5AEUAMABGAC0ANAA5AEUARQAtADkARgAyAEQALQAyADkARgBFAEIAOQAzADAAQgA3ADkAMwAuAHAAZABmAA==3Launching coverage with a BUY rating 50371459Walmart IncWMT/Default.aspx?mode=anote&action=redirect&id=37145912021-10-04T13:13:57.440aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA2ADMALQBFADQANQBDAEEAMgA2AEMALQBEADAAMwAwAC0ANAA2AEUARAAtAEEANQA5ADUALQBCADYAMQA1AEMAQgAxADAAQgBDADIANAAuAHAAZABmAA==0Reiterating BUY and $175 target 51371458United Natural Foods Inc.UNFI/Default.aspx?mode=anote&action=redirect&id=37145822021-10-04T13:13:57.440aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA2ADQALQA1ADcAOABCAEQAMgBBADgALQBGAEQAQQA4AC0ANABGAEMAQwAtADgANwBCADMALQAxAEYAMwAxAEQAQQAwADMAQgAyADMARgAuAHAAZABmAA==0Looking for more favorable entry point 52371443MDU Resources Group IncMDU/Default.aspx?mode=anote&action=redirect&id=37144322021-10-04T06:47:09.977aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA1ADcALQAzADYARABDADcAMABDADEALQAzADcARABGAC0ANABFADMAQwAtAEIAQgA5AEMALQBGADUANQA2AEIANwAxADQANAA1ADkAMwAuAHAAZABmAA==0Looking for more favorable entry point 53371442Bed, Bath & Beyond Inc.BBBY/Default.aspx?mode=anote&action=redirect&id=37144222021-10-04T06:47:09.977aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA1ADYALQA2AEMAMgA0ADEAMwA4ADYALQA5ADEANAA1AC0ANAAzADcAMgAtADkANQAxADQALQAwADEARAAxAEEANwBEAEMARQBBADIANAAuAHAAZABmAA==02Q earnings miss consensus on slowdown in August traffic 54371439Nike, Inc.NKE/Default.aspx?mode=anote&action=redirect&id=37143912021-10-01T12:49:49.510aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA0ADIALQBEADUANAA2AEUANABBAEQALQBDAEQAMQAzAC0ANAA3ADkAMQAtADgARgA5ADIALQAwADMAOQAyADYAOAA3AEIARAA2ADYAQwAuAHAAZABmAA==0Selloff creates buying opportunity 55371438IHS Markit LtdINFO/Default.aspx?mode=anote&action=redirect&id=37143822021-10-01T12:49:49.510aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwA0ADQALQA3AEIAOQBCADkAOQA2ADMALQAzAEMARQBGAC0ANABDADkAMAAtAEIAMABGADMALQA3ADAANQA0ADgANwAyAEQAMAAzADQARgAuAHAAZABmAA==0Maintaining HOLD following fiscal 3Q21 results 56371429KB HomeKBH/Default.aspx?mode=anote&action=redirect&id=37142922021-10-01T07:16:08.557aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwAzADMALQBEADcANQA4AEMAMAAwADgALQBEADIAQwA5AC0ANAA5AEMANwAtADkARgAzAEUALQBGAEUARQBBAEMAMwBCADgAMAA0ADcAQQAuAHAAZABmAA==0Supply chain weighs on deliveries, but pricing is strong 57371428Paychex Inc.PAYX/Default.aspx?mode=anote&action=redirect&id=37142812021-10-01T07:16:08.557aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAyADIALwAzADIALQAxAEMAMQBGADcAQQA3AEYALQBCADgAOABCAC0ANAA0ADYARAAtAEIAOQBCAEYALQBFAEEAOQA0AEEARgBEADAANABCADUANQAuAHAAZABmAA==0Maintaining BUY and raising target to $122 58371423Laboratory Corp. Of America HlLH/Default.aspx?mode=anote&action=redirect&id=37142312021-09-30T13:27:25.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAxADcALwA0ADAALQA1ADEAQQAzADMAMwAzADAALQA1ADEARQBDAC0ANABEADQAMAAtAEEANwBFADQALQBDADgARQBBADUANQAyAEUANAAyADUAMwAuAHAAZABmAA==0Raising target to $320 59371422Sherwin-Williams Co.SHW/Default.aspx?mode=anote&action=redirect&id=37142212021-09-30T13:27:25.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAxADcALwA0ADEALQAxADUAMgAxAEQAMABDADAALQBEADYAMgA3AC0ANAA4ADcAMQAtAEIANQA2AEIALQBCADQANQA5AEIANQA1AEMAOAA0ADMARQAuAHAAZABmAA==0Reiterating BUY and $325 target 60371421Micron Technology Inc.MU/Default.aspx?mode=anote&action=redirect&id=37142112021-09-30T13:27:25.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAxADcALwAzADkALQA3ADIAMABDADUARQA4AEUALQA5ADUAQwBCAC0ANAA2ADEAQwAtAEIAMwA3AEQALQA3ADAAQgBFADIAQgA2AEUANQA5ADcAMAAuAHAAZABmAA==0Tops consensus, faces supply-chain impediments; BUY to $105 61371420Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=37142012021-09-30T13:27:25.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAxADcALwAzADgALQA4AEQARQA4ADIARgAzADgALQA3ADkANgBFAC0ANAA2ADUANwAtADgAMQA0ADIALQBGADAAMABFAEEAMQBCAEUAQgA3ADkAQwAuAHAAZABmAA==0Solid performance and outlook; reiterating target of $68 62371410Costco Wholesale CorpCOST/Default.aspx?mode=anote&action=redirect&id=37141012021-09-30T07:15:27.087aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADEALwAxADAALQBEADMAMAAxADEAMQBDADQALQBGAEYARgAzAC0ANABCADMANgAtAEIANABBADMALQBDAEEAMAAxAEYARABBADIANQAzAEYAMwAuAHAAZABmAA==0Raising target to $515 from $510 63371409Carnival Corp.CCL/Default.aspx?mode=anote&action=redirect&id=37140912021-09-30T07:15:27.087aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADEALwAxADEALQAzADkAQgBEAEMANQAxAEEALQAzADEAMQAyAC0ANAA4AEIARAAtADgAMgAyADgALQBFAEYAQwA2ADgAMQAzADIAQwA1AEYAMwAuAHAAZABmAA==0Maintaining BUY on strong advance bookings 64371408Anheuser-Busch In Bev SA/NVBUD/Default.aspx?mode=anote&action=redirect&id=37140822021-09-30T07:15:27.087aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADEALwAwADkALQBDADcANAAxAEYAMQBEADQALQA1AEQAQwAyAC0ANAAxADUARgAtAEEAMwAxADAALQBEADEARABBADkANwAzAEUAOQAxADkAOAAuAHAAZABmAA==-1Downgrading to HOLD 65369283Quest Diagnostics, Inc.DGX/Default.aspx?mode=anote&action=redirect&id=36928312021-09-29T13:20:49.217aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA5ADgALQA2ADYANgA4ADUANwA2ADkALQAxAEEAQQBEAC0ANABEADIAOQAtADkANQBFADIALQBDADcARAAyADUAMQBBADQAQQA1ADcAOQAuAHAAZABmAA==0Raising target to $160 66369270Thor Industries, Inc.THO/Default.aspx?mode=anote&action=redirect&id=36927012021-09-29T06:46:45.067aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA5ADEALQBGADkAQgBEADcARABGADMALQBGADUAMAA2AC0ANAA1ADkANwAtADgAMwBBADEALQA5ADIAMAAxAEIAOQA3ADAANwA5AEQARAAuAHAAZABmAA==0Maintaining BUY and $150 target 67369263Public Serv Enterprise Grp IncPEG /Default.aspx?mode=anote&action=redirect&id=36926312021-09-28T12:43:59.573aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA4ADMALQBBAEYANAA3ADgAQQA1ADEALQBFAEIARQBGAC0ANAA2AEQANwAtADkAQgBCADgALQAyADkARQAzADgANABDADAARgAwADIANQAuAHAAZABmAA==0Reaffirming BUY and $69 target 68369250Darden Restaurants, Inc.DRI/Default.aspx?mode=anote&action=redirect&id=36925012021-09-28T06:59:48.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA2ADkALQBFADYAOABCADUAMAA4AEEALQA4ADQAMwA3AC0ANABCADYARgAtAEIANwA2AEEALQBBAEQAOQBBADYANgAzAEUANwBFAEYAMQAuAHAAZABmAA==0Raising target price to $178 69369245Autozone Inc.AZO/Default.aspx?mode=anote&action=redirect&id=36924522021-09-27T13:01:12.830aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA2ADIALQAzADYANwA3AEUAMwBBADkALQBCAEQANQA4AC0ANAAzADcAQwAtAEEANABFADIALQAxAEUANQAyADIANABCADUAOQA5AEIAMwAuAHAAZABmAA==0Looking for more favorable entry point 70369194Lennar Corp.LEN/Default.aspx?mode=anote&action=redirect&id=36919412021-09-27T07:12:45.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA1ADUALQBBADEANgBBADIAMQAxADIALQA4AEMANQAzAC0ANABGAEUANwAtAEIARAA4AEIALQBEAEMAMwA5AEIANwA3ADEARAA1AEQAOAAuAHAAZABmAA==0Supply-chain issues weigh on 3Q deliveries, 4Q guidance 71369193Facebook IncFB/Default.aspx?mode=anote&action=redirect&id=36919312021-09-27T07:12:45.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA1ADYALQBFADQANgA2AEUARgBDADcALQA2ADMAMQBEAC0ANAA1ADkAMAAtADkAOAAxADgALQBCADcARgBGADAANwAxAEEARQBEAEUANQAuAHAAZABmAA==0Maintaining BUY and $410 target 72369187Public StoragePSA/Default.aspx?mode=anote&action=redirect&id=36918722021-09-24T12:32:07.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwA0ADMALQAwADcAMgBGAEYANgA1ADYALQBBADAAOQBBAC0ANAAyADIANwAtAEIAQQAyAEEALQAzADUAQQA2ADQAMwBBADUAOQAzADEAMQAuAHAAZABmAA==0Reiterating HOLD amid storage oversupply 73369177United Natural Foods Inc.UNFI/Default.aspx?mode=anote&action=redirect&id=36917722021-09-24T06:55:44.580aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAzADYALQBFAEEARQAwADEANgA3AEEALQBCADMARQAyAC0ANAAwADUARgAtADgANwBGADMALQA4ADYAQwAxAEQANwAwADEAQwAzADgAQwAuAHAAZABmAA==0Looking for more favorable entry point 74369176Hain Celestial Group IncHAIN/Default.aspx?mode=anote&action=redirect&id=36917622021-09-24T06:55:44.580aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAzADgALQBEADUARAAzAEUAMwA5ADMALQBEADcARAA4AC0ANAA0ADUAMAAtADkAQwA4AEEALQA3ADEAOAA5AEMAOABDADcAMwA3AEMANwAuAHAAZABmAA==0Looking for more favorable entry point 75369175Chipotle Mexican GrillCMG/Default.aspx?mode=anote&action=redirect&id=36917512021-09-24T06:55:44.580aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAzADUALQAxADMAMAAxADgAOQBBADcALQAxAEYANwBCAC0ANAA3AEIANgAtAEIAQgAzAEUALQA3ADcARgAxAEEARAA3AEUAMAAwADYAOQAuAHAAZABmAA==0Raising target price to $2,200 76369174Accenture PLCACN/Default.aspx?mode=anote&action=redirect&id=36917412021-09-24T06:55:44.580aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAzADcALQA2AEUAQQBFADcANABCADAALQA3ADgANAAwAC0ANAA0AEIANAAtAEIAMgA0ADIALQA5ADkAMAAwADcAQgBFAEQAQQBBAEYARgAuAHAAZABmAA==0Hikes dividend, strong FY22 guidance; raising target to $400 77369168General Mills, Inc.GIS/Default.aspx?mode=anote&action=redirect&id=36916822021-09-23T12:22:41.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAxADYALQAzADMARAAyAEQAOAAzADkALQAwADYARABFAC0ANAA3ADkAMgAtADkAOAAwADUALQAzAEUAMgBGADAAMgAxAEIAOQA2AEQAOAAuAHAAZABmAA==0Raising FY22 earnings estimate 78369167New York Times Co.NYT/Default.aspx?mode=anote&action=redirect&id=36916722021-09-23T12:22:41.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAxADcALQAwADUAOQAzAEUAQQBBAEMALQA4AEMANgAyAC0ANABBAEMAQgAtADgAQgA1AEUALQAwAEQANQA1ADUANgBFAEUARQBFAEUANAAuAHAAZABmAA==0Looking for more favorable entry point 79369166Eaton Corporation PLCETN/Default.aspx?mode=anote&action=redirect&id=36916612021-09-23T12:22:41.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADQALwAwADAALwAxADgALQAyAEQAMgA4ADMAQgA2ADgALQA2AEUAQgAzAC0ANABDAEYANAAtAEIAMQAwAEMALQA1AEYAMgA5ADYARgA2AEQARQA2ADkAMgAuAHAAZABmAA==0Mid-quarter update 80369155Fedex CorpFDX/Default.aspx?mode=anote&action=redirect&id=36915512021-09-23T07:18:54.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA4ADMALwA5ADUALQBEADQAQQBGADQANQAzADEALQBEADMAMgA3AC0ANABBADYAMwAtAEEANgAwADIALQAwAEMAMgBFADkAOQBCADEAQwBCADAARAAuAHAAZABmAA==0Recent weakness presents value buying opportunity 81369154Adobe IncADBE/Default.aspx?mode=anote&action=redirect&id=36915412021-09-23T07:18:54.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA4ADMALwA5ADYALQAzADMANwBBAEEAQQBBADQALQBDAEEAMQAwAC0ANAAzADIAQQAtAEEANwAwADYALQBDADMAOQBGAEQANwA5ADYAQgAyADkANAAuAHAAZABmAA==0Maintaining BUY following fiscal 3Q21 results 82369153Delta Air Lines, Inc.DAL/Default.aspx?mode=anote&action=redirect&id=36915322021-09-23T07:18:54.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA4ADMALwA5ADcALQAzAEIAQwAwADYAMAAwADIALQBEAEIAQwBFAC0ANAA3ADkANgAtADkAMQA0ADIALQA0AEQAOQBFADYANwBCAEEAMQAxADcAOQAuAHAAZABmAA==-1Downgrading to HOLD on slower travel recovery 83367050Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=36705022021-09-22T13:13:05.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADkALwAyADMALQBGADMANQA2ADcAMwAyADAALQAwADcAQgBDAC0ANAA2ADYANwAtADkAOABEAEMALQBEAEYARQBEADcAQQA4ADgAOABCAEQAQgAuAHAAZABmAA==0Revenue, earnings, and guidance disappoint 84367037BCE IncBCE/Default.aspx?mode=anote&action=redirect&id=36703712021-09-22T07:04:29.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADkALwAxADUALQAwADQAOAAzADcANAAwADkALQBDADIAQwAwAC0ANAAxAEYAQQAtAEIARQA4ADQALQA5AEEARAA0AEQAMAA0ADUANAA2ADgAOQAuAHAAZABmAA==0Attractive yield in low-rate environment 85367036Simon Property Group, Inc.SPG/Default.aspx?mode=anote&action=redirect&id=36703612021-09-22T07:04:29.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADkALwAxADYALQA5AEQAQQA0ADYANgA5ADIALQBBADgAMQBBAC0ANABBADgANAAtADkAMgBDAEUALQA5AEYAMQA5ADUAMwBCAEIAQgA4AEEANAAuAHAAZABmAA==1Raising rating to BUY 86367030United Therapeutics CorpUTHR/Default.aspx?mode=anote&action=redirect&id=36703012021-09-21T12:32:07.867aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADkALwAwADYALQA2ADEANwA0ADAAMAA4ADQALQAyADEAOAA5AC0ANAAwAEIAQgAtADkANgAxADkALQAyADEAMAAwADQANwBCAEUAQQBEAEUAMQAuAHAAZABmAA==0Raising target to $230 87367020Boston Scientific Corp.BSX/Default.aspx?mode=anote&action=redirect&id=36702012021-09-21T07:08:39.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwA5ADcALQBGADYARAA5AEYANQA5ADcALQBFADgANwBCAC0ANABFAEQANQAtAEIAOAAzAEIALQBDADgAMAAwAEIANwA3ADMAOQA3ADIAQQAuAHAAZABmAA==0Strong 2Q results, pipeline advancements 88367019Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=36701912021-09-21T07:08:39.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwA5ADgALQA0ADkANgBFADEARQBFADcALQBFADAAOABCAC0ANABGADMAOQAtADkAQQA1ADYALQA3AEYAMgAwADAARAAzADMAOAA5ADQAMwAuAHAAZABmAA==1Raising rating to BUY 89367011Viatris IncVTRS/Default.aspx?mode=anote&action=redirect&id=36701122021-09-20T12:38:58.060aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwA4ADcALQA5AEQARgBEAEYAMgBDADAALQAzADMAMQA3AC0ANAA4AEMARgAtAEEAMwBGADkALQA2ADYAMABBAEMANQAwADIAOQBCAEMAOQAuAHAAZABmAA==0Looking for more favorable entry point 90366999Itron Inc.ITRI/Default.aspx?mode=anote&action=redirect&id=36699912021-09-20T06:49:06.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwAzADcALQA2AEEAQQBGAEEAQgBDADUALQA0ADcANgAyAC0ANAAyADgARgAtAEIAOAA4ADYALQBGADAAMgAwADAAOAAwAEEAOAA4ADIAQgAuAHAAZABmAA==0Recent weakness offers buying opportunity 91366998Baxter International Inc.BAX/Default.aspx?mode=anote&action=redirect&id=36699822021-09-20T06:49:06.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwAzADUALQBGADQAMABDADYANQBDADMALQAxADcARAA2AC0ANAAzADAAMAAtADgANQAwADUALQBCADEAMQBEADcANwAzADIAMQAyADQAOAAuAHAAZABmAA==0Looking for a favorable entry point 92366997Royal Bank of CanadaRY/Default.aspx?mode=anote&action=redirect&id=36699712021-09-20T06:49:06.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADMALwA3ADgALwAzADYALQAzADMAMQBBADYAQQA4AEMALQAxADMARAAzAC0ANAAzAEQANgAtADkARABGADQALQBDADAARgBCADUANwA1AEYAMgA5ADIAQQAuAHAAZABmAA==0Easing pressure on lending revenues a positive 93366991Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=36699122021-09-17T12:58:07.697aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA3ADQALwA1ADcALQBCADMAMwAwAEQARQA3ADkALQA5ADkAQwBBAC0ANAAxADIAMgAtAEIARQA3ADUALQAzADgARAA0AEMAQwA0AEQAMgA3AEYARAAuAHAAZABmAA==0Looking for more favorable entry point 94366990Equity Residential PropertiesEQR/Default.aspx?mode=anote&action=redirect&id=36699022021-09-17T12:58:07.697aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA3ADQALwA1ADYALQA5ADUAQwAyADcAQwBBAEUALQBGAEMAMwBDAC0ANAAzADAANwAtAEIAQgA1ADYALQBCAEUARAA0ADIARgBEADYAMAA5AEEANwAuAHAAZABmAA==0Looking for more favorable entry point 95366989ServiceNow IncNOW/Default.aspx?mode=anote&action=redirect&id=36698912021-09-17T12:58:07.697aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA3ADQALwA1ADUALQA1ADIAQgA5ADQAMwA0AEEALQAzADAANgBFAC0ANAA0ADgAQgAtADgANQA2AEYALQBDAEYARQBDAEEAMgBDADAAOAAwADUARAAuAHAAZABmAA==0Raising target price to $760 96366980Wynn Resorts Ltd.WYNN/Default.aspx?mode=anote&action=redirect&id=36698022021-09-17T06:42:12.317aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA3ADQALwAzADMALQA3ADMAMwAwAEMANwAyADQALQBFADIARAA5AC0ANAAzADMAQwAtADkARgA0ADEALQBFADIAOQA5ADIANQBEAEYANgA0ADYARAAuAHAAZABmAA==-1Downgrading to HOLD 97366974ORANGE SAORAN/Default.aspx?mode=anote&action=redirect&id=36697412021-09-16T12:49:49.783aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA3ADQALwAyADcALQAzADQARABEADIAMwAwAEQALQA3AEQARgAzAC0ANAA5AEUAOAAtAEEAQwA2ADIALQBGADcAMwA2AEYAQQBFADQAQgA4ADQANQAuAHAAZABmAA==0High yield attractive in low-rate environment 98366960Gap, Inc.GPS/Default.aspx?mode=anote&action=redirect&id=36696022021-09-16T07:04:37.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA1ADgALwAwADUALQAyADYARgA1AEUANwBDAEEALQA5ADkARAA5AC0ANABGADMAOAAtADgARQA1AEYALQA2ADEAMwBDADUAQgAxADQAMABFADcANQAuAHAAZABmAA==0Looking for more favorable entry point 99364840Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=36484022021-09-15T13:33:17.903aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADIALwA1ADMALwAyADAALQAzADcARAA0ADEAOQA0AEMALQAxAEYAMQA4AC0ANAAwADUANAAtADkAMgA1AEIALQBDADIAMQA5ADUAMAA2ADUANwA0ADcARgAuAHAAZABmAA==0Maintaining HOLD; raising EPS estimates 100

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55 -1 home 10/19/2021 3:36:21 PM

Daily Spotlight

Market Watch 2021-10-19T07:00:32.073

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Home Prices Soaring

The U.S. housing market has been a positive contributer to the economic recovery from the pandemic, though some of the statistics have fallen from recent highs and we no longer anticipate the sector will be a strong driver of above-trend GDP growth. The National Association of Realtors reported that existing home sales fell 2% in August from July, to a 5.88 million seasonally adjusted annual rate (still well above the 3.9 million rate in May 2020 but down from the 6.7 million rate in October 2020). The Census Bureau reported that new one-family homes were selling at a 740,000/year rate in August -- again, up from the 582,000 rate at the pandemic depths, but down from 993,000 in January 2021. Meanwhile, the story is similar in a leading indicator for the industry, housing permits. While most of these indicators have cooled, housing prices have not. The S&P/Case-Shiller National Home Price Index for July 2021 showed that prices gained 19.7% year-over-year (the highest gain in 15 years). Inventories have risen along with prices. On the other side of the pandemic, we expect that demand for homes -- with yards between neighbors and plenty of space -- will be solid, supporting domestic economic growth. But the strong growth of the past few quarters should cool. The Census Bureau reported that new one-family homes were selling at a 740,000/year rate in August -- again, up from the 582,000 rate at the pandemic depths, but down from 993,000 in January 2021. Meanwhile, the story is similar in a leading indicator for the industry, housing permits. While most of these indicators have cooled, housing prices have not. The S&P/Case-Shiller National Home Price Index for July 2021 showed that prices gained 19.7% year-over-year (the highest gain in 15 years). Inventories have risen along with prices. On the other side of the pandemic, we expect that demand for homes -- with yards between neighbors and plenty of space -- will be solid, supporting domestic economic growth. But the strong growth of the past few quarters should cool.

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09/27/2021 more | 7m 31s

Argus John Eade discusses Mid-Cap Investing and the latest changes to the Argus Mid-Cap Model Portfolio

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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

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MMM - 3M CO.

07/28/2021

Industrials

$181.72

ABT - ABBOTT LABORATORIES

07/27/2021

Healthcare

$116.82

ABBV - ABBVIE INC

08/05/2021

Healthcare

$107.43

ANF - ABERCROMBIE & FITCH CO.

09/10/2021

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ACN - ACCENTURE PLC

09/24/2021

Technology

$343.18

ATVI - ACTIVISION BLIZZARD INC

08/09/2021

Communication Services

$76.40

ADBE - ADOBE INC

09/23/2021

Technology

$622.83

ADTN - ADTRAN INC.

08/31/2021

Technology

$18.19

AAP - ADVANCE AUTO PARTS INC

09/01/2021

Consumer Discretionary

$222.52

AMD - ADVANCED MICRO DEVICES INC.

07/29/2021

Technology

$116.43

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

John Eade

10/18/2021

View

Weekly Stock List: Our Favorite Basic Materials Stocks

John Eade

10/11/2021

View

Weekly Stock List: Shooting Stars and Falling Angels from 3Q21

John Eade

10/4/2021

View

Weekly Stock List: Digital Payment Industry

John Eade

9/27/2021

View

Weekly Stock List: Small- and Mid-Cap Favorites

John Eade

9/20/2021

View

more...

News & Media

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 Initiates Sponsored Research Coverage 9/7/2021
Argus Sponsored Research Reports Leet Technology Inc. (OTCPK: LTES)

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 Updates Sponsored Research Coverage 8/25/2021
Argus Sponsored Research Reports Aptorum Group LTD (NGS: APM)

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 Initiates Sponsored Research Coverage 7/2/2021
Argus Sponsored Research Reports Vanadium One Iron Corp.(TSVX: VONE)

Argus Updates Sponsored Research Coverage 6/25/2021
Argus Sponsored Research Reports CooTek Inc. (NYSE: CTK)

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

Argus Updates Sponsored Research Coverage 5/5/2021
Argus Sponsored Research Reports Travelzoo (NCM: TZOO)

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

The Argus Mid-Cap Model Portfolio
Now Available

Small- and mid-cap stocks (SMID stocks) soared in 2019.

They have underperformed large-caps over the past 12 months, but still may be in a better position to generate market-beating returns going forward. For one thing, SMID companies tend to focus on domestic markets, so their businesses could be poised to rebound more quickly once COVID-19 vaccines are more widely distributed and the domestic service economy recovers. As well, the prices of SMID stocks generally are lower than the prices of large-caps. That said, SMID stocks can be risky. Still, despite the risks, diversified investors look to have exposure to small- and mid-caps based on the long-term performance record. Investors used to use a $2 billion market-cap threshold to define a small-cap stock and a $10 billion threshold for a mid-cap. The Russell 2000 index now includes numerous companies with market capitalizations above $15 billion. For our purposes, we use a threshold of $20 billion to define a SMID stock.

Market View

Proctor & Gamble Margins Hit by Rising Commodity Costs; Markets Higher Tuesday

Markets are higher Tuesday morning as new earnings reports came in. Shares of Johnson & Johnson (JNJ) are higher after the firm surpassed earnings estimates and raised its guidance while slightly missing on revenue projections. Meanwhile, Proctor & Gamble (PG) stock is falling despite the firm surpassing earnings and revenue estimates as the company's margins were hit by rising transport and commodity costs, and will raise prices on more of its staples. Lastly, housing data came in below expectations with 1.56 million housing starts and 1.59 million building permits against estimates for 1.62 million and 1.67 million respectively.

The S&P 500 is up 0.51%, the Dow is up 0.40%, the NASDAQ is up 0.38%, and the Russell 2000 is up 0.07%. Industries trading higher today include: Health Care Equipment & Supplies, Health Care Technology, and Pharmaceuticals. Industries trading lower today include: Personal Products, Household Products, and Energy Equipment & Services. The VIX is up 0.93 at 17.24 after closing yesterday at 16.31. Options on SPDR S&P 500 ETF Trust (SPY) have appeared on the most-active list today with more than 12,204 10/20 call changing hands. The put/call ratio is 0.60 (314,552/526,576). NYSE Adv/Dec (1,589/1,344). NASDAQ Adv/Dec (2,134/1,610).

The S&P 500 is up 0.51%, the Dow is up 0.40%, the NASDAQ is up 0.38%, and the Russell 2000 is up 0.07%.

Industries trading higher today include: Health Care Equipment & Supplies, Health Care Technology, and Pharmaceuticals. Industries trading lower today include: Personal Products, Household Products, and Energy Equipment & Services.

The VIX is up 0.93 at 17.24 after closing yesterday at 16.31. Options on SPDR S&P 500 ETF Trust (SPY) have appeared on the most-active list today with more than 12,204 10/20 call changing hands. The put/call ratio is 0.60 (314,552/526,576). NYSE Adv/Dec (1,589/1,344). NASDAQ Adv/Dec (2,134/1,610).

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 10/18/2021

Third-Quarter Review and Market Outlook for the Rest of 2021

Third Quarter 2021 ... more

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

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Daily Spotlight

Home Prices Soaring

Market Podcast

Argus John Eade discusses Mid-Cap Investing and the latest changes to the Argus Mid-Cap Model Portfolio

2021 Investment Theme Podcast Series

Analyst Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Our Favorite Basic Materials Stocks

Weekly Stock List: Shooting Stars and Falling Angels from 3Q21

Weekly Stock List: Digital Payment Industry

Weekly Stock List: Small- and Mid-Cap Favorites

News & Media

The Argus Mid-Cap Model Portfolio Now Available

Market View

Proctor & Gamble Margins Hit by Rising Commodity Costs; Markets Higher Tuesday

Weekly Economic Commentary

Third-Quarter Review and Market Outlook for the Rest of 2021

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

The Argus Mid-Cap Model Portfolio
Now Available