229350100trueLoaded Data251610Adobe IncADBE /Default.aspx?mode=anote&action=redirect&id=25161012020-09-18T07:03:33.5170Raising target to $520 after 3Q20 results 1251609Foot Locker IncFL /Default.aspx?mode=anote&action=redirect&id=25160912020-09-18T07:03:33.5171Raising to BUY on improved profitability 2251606Boston Scientific Corp.BSX /Default.aspx?mode=anote&action=redirect&id=25160612020-09-17T13:07:12.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA4ADEALwA1ADcALQBEADEANgBEADYAOQA1AEIALQBGADUAMQAyAC0ANAAxAEUAOQAtAEEAMwBCAEEALQA4ADYAOAAzADQARAA0ADQAQgBEAEEAMAAuAHAAZABmAA==0Raising target by $4 to $46 3251590Cognizant Tech Solus CorpCTSH /Default.aspx?mode=anote&action=redirect&id=25159022020-09-17T07:10:02.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAyADcALQA5ADIAQwAwADMARgA3AEEALQAxAEMAOQAwAC0ANABDAEMARQAtAEEAOAA1AEIALQBCADkAMgA4AEUARgA3ADMARgBBAEYARAAuAHAAZABmAA==0Ongoing acquisition strategy; reiterating HOLD 4249967Lennar Corp.LEN /Default.aspx?mode=anote&action=redirect&id=24996712020-09-16T12:42:26.480aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAyADAALQAyADUAMAA5AEQAMgBDAEIALQA0AEEAOAA1AC0ANABFADIARQAtAEIAQgA1ADgALQBCADQARAA5ADgAMAAzADYAOQA0ADMARQAuAHAAZABmAA==0Raising target to $88 from $83 5249966Mckesson CorporationMCK /Default.aspx?mode=anote&action=redirect&id=24996622020-09-16T12:42:26.480aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAyADEALQAyADcANABCADYARQA5ADMALQBFADYAQgA5AC0ANAAzADkARAAtAEIAOQA1ADcALQBCAEYAOABBADIANwAyADIAQgA0ADYAMAAuAHAAZABmAA==0Reiterating HOLD amid coronavirus challenges 6249952Avalonbay Communities Inc.AVB /Default.aspx?mode=anote&action=redirect&id=24995212020-09-16T07:05:36.837aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAxADMALQAzADIANQBCAEMAMAA5ADcALQBDAEQANAA4AC0ANABGADMANQAtAEEAMwA5ADEALQA0ADYAQwBDADYANAA4AEIAQwAwAEEANQAuAHAAZABmAA==0Maintaining BUY and reiterating $180 target 7249951Cracker Barrel Old Country StoCBRL /Default.aspx?mode=anote&action=redirect&id=24995122020-09-16T07:05:36.837aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAxADEALQBBADEAMAAzAEEAQQAyADIALQA3AEUAMQAyAC0ANAAzADUAQQAtAEEAOQBCAEUALQAzADIANwBBADIAMAAyAEUARgA3ADQAQwAuAHAAZABmAA==0Maintaining HOLD following weak fiscal 4Q 8249950Apple IncAAPL /Default.aspx?mode=anote&action=redirect&id=24995012020-09-16T07:05:36.837aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAxADIALQAwADQAOAAwAEUARABFAEIALQA3ADcANAA2AC0ANABFAEEARQAtADgAOQBEADEALQA4ADMAMwA3ADMAMwBBADgARgA0ADkAQQAuAHAAZABmAA==0New iPad and Watch, still waiting for iPhone 9249947Oracle Corp.ORCL /Default.aspx?mode=anote&action=redirect&id=24994722020-09-15T13:33:47.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADUALwAwADcALQA4ADYANAA2ADgANQA2ADcALQBEAEMAQgBCAC0ANABDADkAQQAtAEEARQA4ADMALQAwADIARABGAEIARQA3AEIARgAxADMAOQAuAHAAZABmAA==0Maintaining HOLD rating 10249934WEC Energy Group IncWEC /Default.aspx?mode=anote&action=redirect&id=24993412020-09-15T07:11:59.910aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADgALQBCADMARgA3AEEANgA4AEIALQAxADAAOQBBAC0ANABFAEEAMQAtAEIARABFADQALQA5ADAAQgA4ADcAMwBDADIAMQAzADUAOAAuAHAAZABmAA==0Raising target price to $105 on EPS gains 11249933Peloton Interactive IncPTON /Default.aspx?mode=anote&action=redirect&id=24993312020-09-15T07:11:59.910aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADkALQAxAEEARAA3ADMANwA0ADUALQA0ADIAQwAzAC0ANABCADQARAAtADgANQA1ADkALQAxADYAMQBGADMAOQA2AEYANgA0AEMAMgAuAHAAZABmAA==0Raising price target to $100 12249927Ameren Corp.AEE /Default.aspx?mode=anote&action=redirect&id=24992712020-09-14T14:14:50.163aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADIALQA0AEQARgAyAEYAMABBADEALQA1ADIANQA5AC0ANAA5ADEARgAtADgAOAAxAEQALQA4ADQAOAAxADYANwA1ADcARAAyADcARAAuAHAAZABmAA==0Sharply discounted AEE shares offer value 13249926Goodyear Tire & Rubber Co.GT /Default.aspx?mode=anote&action=redirect&id=24992622020-09-14T14:14:50.163aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADMALQA0ADMAMABGADkAMgBCADAALQBEADQARQBBAC0ANABEADMAQwAtAEEAMwBEADcALQAwADYARQBDAEIARQBGADMAQwBFAEMAOAAuAHAAZABmAA==0Not ready for an upgrade 14249925NVIDIA CorpNVDA /Default.aspx?mode=anote&action=redirect&id=24992512020-09-14T14:14:50.163aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADAALQBEADYAMAA5AEEAQwBCAEEALQBDAEUAMQA5AC0ANAA0AEUANQAtADgANgBEADMALQBBADEAMQBDADMAQwBDADEANABBADEARQAuAHAAZABmAA==0Transformative acquisition of ARM 15249924Kroger Co.KR /Default.aspx?mode=anote&action=redirect&id=24992412020-09-14T14:14:50.163aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA5ADEALQAwAEIANgAwADAARgAwAEIALQA0AEUAMABFAC0ANAA5ADQARAAtAEEAQwBBAEUALQA4AEMAQwA0AEQARgBBAEQAQgBGADEAQwAuAHAAZABmAA==0Raising target to $40 from $38 16249912Exelon Corp.EXC /Default.aspx?mode=anote&action=redirect&id=24991212020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA4ADMALQA4ADQAMwAwAEUANwBCADAALQA1ADcAOQAxAC0ANABGADEAQwAtADkAQQBBADAALQA5ADkAQgAzADQAMwBCADUAQQAwAEMAMQAuAHAAZABmAA==0Reiterating BUY and maintaining target price 17249911Royal Bank of CanadaRY /Default.aspx?mode=anote&action=redirect&id=24991112020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA4ADEALQBDADEANQA2ADQANgA2AEMALQBCADEANQAzAC0ANAAyAEEAQgAtADgAOAA0AEEALQAwADQANgA1ADcAOAA1AEUAOAA4AEUANgAuAHAAZABmAA==0Strong yield in a low rate environment 18249910Lululemon Athletica inc.LULU /Default.aspx?mode=anote&action=redirect&id=24991012020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA4ADQALQAxAEYAOQBGADAAMwA0ADQALQBCAEYARAA3AC0ANAA4ADYAMgAtAEIAMAA2ADYALQA5ADkARABEADAAQQA3AEMANABDADAAQwAuAHAAZABmAA==0E-commerce revenue rises 157% in constant currency and increases to 61% of revenue. 19249909Charles River Laboratories IntCRL /Default.aspx?mode=anote&action=redirect&id=24990912020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA4ADAALQAwADAAMgBFADYAOABEAEMALQBDADkAMwA5AC0ANABCADEANQAtADgANwA4AEYALQA1ADcAOQBFADIAMQA4ADMAMgAzAEEANwAuAHAAZABmAA==0Reaffirming BUY rating and raising target to $235 20249908Advance Auto Parts IncAAP /Default.aspx?mode=anote&action=redirect&id=24990812020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA3ADgALQA4ADMAOQAzAEYAQgAzADQALQA1ADAAQwA4AC0ANAAwADUANAAtAEEARAA5ADkALQA2AEQAOABCAEUARAAyAEMAMQBFAEQARQAuAHAAZABmAA==0Maintaining BUY, raising target to $177 21249907Generac Holdings IncGNRC /Default.aspx?mode=anote&action=redirect&id=24990712020-09-14T07:17:07.007aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA4ADIALQBEADEANAAxADUANgBCADMALQBFADgARABBAC0ANAA3ADEANQAtADkAMwAzAEUALQAwADkAOQA2AEIAQgA0ADkAOABDADEAMAAuAHAAZABmAA==3Launching coverage with a BUY rating 22249898Suburban Propane Partners L PSPH /Default.aspx?mode=anote&action=redirect&id=24989832020-09-11T12:42:33.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA2ADUALQA1ADIAMwA0AEMAMQA3ADcALQBGADIAMgBFAC0ANABDAEQANAAtAEIAMwAxADYALQBCADMAQQBGADEAQQA0ADgARABGAEIANAAuAHAAZABmAA==0Maintaining SELL rating 23249897Coca-Cola CoKO /Default.aspx?mode=anote&action=redirect&id=24989712020-09-11T12:42:33.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA2ADQALwA2ADYALQBDAEUAOABBADQARgBDADEALQA1AEQARQBDAC0ANABCAEYAQgAtAEIANgBDADcALQA1ADIAMQA0ADUARABEADIANwBGAEEARAAuAHAAZABmAA==0Raising price target to $56 from $54 24249885Illumina IncILMN /Default.aspx?mode=anote&action=redirect&id=24988512020-09-11T07:15:02.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwA1ADkALQAyAEUARgA1ADEAOQA3ADEALQBGADgANwA4AC0ANAA5ADgAMgAtADkARgAyAEYALQAzADkANwBEADQAMgBEADgAQwAxAEEAOQAuAHAAZABmAA==0BUY on expectations for a strong EPS recovery in 2021 25249884Corning, Inc.GLW /Default.aspx?mode=anote&action=redirect&id=24988412020-09-11T07:15:02.143aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwA1ADgALQA3AEQARQA3AEQARAAyADUALQBCAEIANgAyAC0ANAA2AEQANgAtADgANQBFADQALQA3ADMAMgBDADYANwBDADEANABDAEQAOQAuAHAAZABmAA==0Raising estimates and target price on upbeat outlook 26248275NVIDIA CorpNVDA /Default.aspx?mode=anote&action=redirect&id=24827512020-09-10T13:47:04.667aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwA2ADQALQA2AEUAMwBGADkAMQAyADkALQBGAEYANAAwAC0ANABCAEUAQwAtADkAOAA5AEMALQAwADQANgBFAEYANgA5AEMANwA5ADEAQwAuAHAAZABmAA==0RTX 30 Ampere launch sets up big holiday season 27248274General Mills, Inc.GIS /Default.aspx?mode=anote&action=redirect&id=24827422020-09-10T13:47:04.667aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwA2ADUALQAwADMAQQAzADEAMQA3ADgALQA3ADAARQBDAC0ANAA5ADcARAAtADgANABBAEEALQBGADQAQgAxADcARgBGADEANQAyAEIAQgAuAHAAZABmAA==0Previewing 1Q earnings 28248261Bristol-Myers Squibb Co.BMY /Default.aspx?mode=anote&action=redirect&id=24826112020-09-10T07:29:34.060aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwA1ADQALQAzADUANwAyADQAQgAyADMALQBCADAARQA0AC0ANAAwADIAMQAtAEEARABFADMALQBFADUANQAxADIANAA3AEIAMAA4ADkAQQAuAHAAZABmAA==0Reaffirming BUY and $83 target 29248256AES Corp.AES /Default.aspx?mode=anote&action=redirect&id=24825612020-09-09T13:21:18.517aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAxADgALQA0ADAAOABEADkAMwA0AEQALQBBAEYARQA2AC0ANAAzADQAQQAtADkAQQA3ADYALQBBAEQANwA4ADUANgBBADgAOQAyADMAOAAuAHAAZABmAA==0Sharply discounted AES shares offer value 30248255Walmart IncWMT /Default.aspx?mode=anote&action=redirect&id=24825512020-09-09T13:21:18.517aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAxADcALQAyADkARgAwADAANwA2ADgALQAyAEIAQwA0AC0ANABFAEIAQwAtAEIANABBAEIALQBEADYAQQA3ADAAMgAzAEIAQQBCADYAMwAuAHAAZABmAA==0Raising target to $157 from $150 31248254Lear Corp.LEA /Default.aspx?mode=anote&action=redirect&id=24825422020-09-09T13:21:18.517aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAxADYALQAxADEANwBFADEAQQA2ADcALQBCADkANgBDAC0ANABDAEMAMAAtADkANQAwAEQALQBFAEQANgAxADIAQgBBAEIAMgBBADYAQwAuAHAAZABmAA==0Looking for more favorable entry point 32248239Hawaiian Holdings, Inc.HA /Default.aspx?mode=anote&action=redirect&id=24823922020-09-09T06:51:51.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAwADcALQA2ADcAMAAyADMAMAAwAEQALQAxADkARAA0AC0ANAAxADIANwAtAEIANAA3AEYALQBBADgANQAwAEIAQQA2ADEAMgAzADgANQAuAHAAZABmAA==0Maintaining HOLD following weak 2Q 33248238Fedex CorpFDX /Default.aspx?mode=anote&action=redirect&id=24823812020-09-09T06:51:51.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAwADYALQA5AEYARgAwAEUAQgA0AEYALQA0AEIARQBFAC0ANAA3ADEAQwAtADkARQBFAEUALQBCADIAMQAwAEUAMgAxADIAOABBADcAOAAuAHAAZABmAA==0Raising target price 34248237CIENA Corp.CIEN /Default.aspx?mode=anote&action=redirect&id=24823712020-09-09T06:51:51.887aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAwADUALQAwAEMAQwA0AEIANQBBAEIALQA1ADQANAAyAC0ANAA2ADUAQwAtADgAMAA3AEQALQAwADgAMgBFADQAQgBFAEUAMABEADQAOQAuAHAAZABmAA==0Caution ahead; reiterating BUY 35248231Nisource Inc. (Holding Co.)NI /Default.aspx?mode=anote&action=redirect&id=24823112020-09-08T13:55:56.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADcALwA5ADYALQA4AEYARQA5ADMANgA0ADcALQAzADkAMgA5AC0ANAAzADkAQwAtAEEARgA5AEQALQAxADIANQBDAEYARAA1AEEARgA0ADIAQwAuAHAAZABmAA==0Sharply discounted NI shares offer value 36248230Costco Wholesale CorpCOST /Default.aspx?mode=anote&action=redirect&id=24823012020-09-08T13:55:56.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAGQAZQB2AC8AMAAwAC8AMAAwAC8ANQAwAC8ANAA4AC8AMwAxAC0AMQA5ADIANQBFADEAQQBCAC0AQgAwAEUAQwAtADQARAA2ADgALQA5ADYAMQA0AC0AQgAwAEMAQQAxAEYAOAA5AEIARABCAEUALgBwAGQAZgA=0Raising target to $395 from $350 37248229Broadcom IncAVGO /Default.aspx?mode=anote&action=redirect&id=24822912020-09-08T13:55:56.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADgALwAxADMALQA2AEUAMAAyAEMAQQA1AEQALQA4AEYANwAxAC0ANAAyAEQANAAtAEEARgAzADIALQA5ADcARgA1ADEANgAzAEMANQBFADAARAAuAHAAZABmAA==0Continued execution; raising target to $400 38248213Verizon Communications IncVZ /Default.aspx?mode=anote&action=redirect&id=24821312020-09-08T07:12:32.097aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA2ADgALQA5ADIARAAwAEQAMwA0AEEALQBBADUAQgBCAC0ANAA3AEMAMAAtADgARQBEAEEALQA0AEYAMQAwAEQARAAzADcANgAwADAANgAuAHAAZABmAA==1Upgrading to BUY 39248212Ventas IncVTR /Default.aspx?mode=anote&action=redirect&id=24821222020-09-08T07:12:32.097aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA2ADkALQA4AEEAMAA1ADEARgBEADIALQA4ADIANwBGAC0ANAAzADMAMQAtAEEAQQA3ADAALQAzADIAOQA5AEYAMQA3ADIAQgBGADgAMQAuAHAAZABmAA==-1Downgrading to HOLD following strong run-up 40248206Campbell Soup Co.CPB /Default.aspx?mode=anote&action=redirect&id=24820622020-09-04T13:21:23.013aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA1ADIALQA2ADEARABFADcAOABGAEIALQBEAEEAOABCAC0ANABEADAAQQAtAEEANQA1AEUALQA0AEYAMAAyADcANgAwADIAMwAyAEYANgAuAHAAZABmAA==0Fourth-quarter organic sales rise 12% as Americans eat at home 41248205MongoDB IncMDB /Default.aspx?mode=anote&action=redirect&id=24820522020-09-04T13:21:23.013aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA1ADMALQA0ADkAMwBFADkARgBGADAALQAxAEQANQAyAC0ANAAwADUAQQAtADkAQgA1ADMALQBDADEARQA1AEIAMABCAEEANQBFAEUAQgAuAHAAZABmAA==0Maintaining HOLD after fiscal 2Q21 results 42248193National Fuel Gas Co.NFG /Default.aspx?mode=anote&action=redirect&id=24819312020-09-04T07:20:30.863aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA0ADIALQBCADAAMQBDADQAMwA0ADkALQA4AEMARQBEAC0ANAA2AEMAMwAtADgAMAA3AEMALQBCAEYAMAAzAEEANwA1AEIAQQBFADUAOQAuAHAAZABmAA==0Raising target price to $50 43248192Zimmer Biomet Holdings IncZBH /Default.aspx?mode=anote&action=redirect&id=24819212020-09-04T07:20:30.863aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA0ADAALQBEAEMAMQAzADQAQwBCADQALQAxAEEANQBFAC0ANABCADIAQQAtADkARQA0ADUALQA3ADQAMgBCADcANABCAEYANAAzADkAQgAuAHAAZABmAA==0Reaffirming BUY and raising target to $160 44248191Baxter International Inc.BAX /Default.aspx?mode=anote&action=redirect&id=24819122020-09-04T07:20:30.863aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwA0ADEALQA2ADkARQA3AEEANAA3AEIALQAxAEYAMAAwAC0ANAAwADEARgAtAEIAMAA2ADkALQA5ADkARQA1AEIAMQAwADIAQwAxADgAQQAuAHAAZABmAA==-1Downgrading to HOLD on weak sales outlook 45248188Sempra EnergySRE /Default.aspx?mode=anote&action=redirect&id=24818812020-09-03T13:55:37.977aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwAzADMALQBFADgAMwA3ADkAMwBGADUALQBFAEEARQA0AC0ANAAyADAAQQAtADgAMgBGADMALQBEADUAMABBADEAMQA5ADgARgA0ADIAMAAuAHAAZABmAA==0Reiterating BUY on growing utility 46248187Macy`s IncM /Default.aspx?mode=anote&action=redirect&id=24818722020-09-03T13:55:37.977aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwA0ADYALwAzADQALQAyADQARAA0ADAAMwA1ADAALQAyADIAOAA4AC0ANABDAEUARgAtAEEANwBBAEYALQBGADEAMQA2ADMAMwBCADUAOABDADkANAAuAHAAZABmAA==0Maintaining HOLD following 2Q loss 47248171Gannett Co Inc.GCI /Default.aspx?mode=anote&action=redirect&id=24817122020-09-03T07:07:28.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAyADMALQA4AEUANgA3AEEANgBFADAALQA2AEMAOAA3AC0ANAA1ADUAQQAtADgANgBDADQALQA3ADEAOQA5ADEARQBGADEANABBADQANgAuAHAAZABmAA==0Maintaining HOLD following 2Q results 48246543Atmos Energy Corp.ATO /Default.aspx?mode=anote&action=redirect&id=24654312020-09-02T13:21:50.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAxADYALQAyADIAMgAyADMAQgA0AEEALQA1ADAAQwBEAC0ANAAxAEQANgAtAEIAMAAwADQALQAxADAAOAA5AEMANQBEADEAQwAwAEUAMwAuAHAAZABmAA==0Reiterating BUY after solid fiscal third quarter 49246542Zoom Video Communications IncZM /Default.aspx?mode=anote&action=redirect&id=24654222020-09-02T13:21:50.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAxADcALQAyADgAQQA0ADQARgAxAEEALQAyADEAOABFAC0ANABEAEUAOAAtAEEAMAAxAEYALQBBADUAQQBBADUAMgAxAEEAQgAyADgANAAuAHAAZABmAA==0Maintaining HOLD following fiscal 2Q21 results 50246528CMS Energy CorporationCMS /Default.aspx?mode=anote&action=redirect&id=24652812020-09-02T07:07:43.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA5ADkALQAyADYAQgAzAEEAOABFADQALQBEAEEARgBFAC0ANABFAEMARgAtADgANABFADEALQA3ADYAOQBEADYAMQA2ADgAMAA1AEQAOQAuAHAAZABmAA==0Maintaining BUY on consistent EPS growth 51246527United States Steel Corp.X /Default.aspx?mode=anote&action=redirect&id=24652722020-09-02T07:07:43.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAxADIALQBFADgANQA4ADcANAAxADUALQBEADQAMwA2AC0ANABDAEMANQAtAEEAQQAxAEMALQBGAEQAMQBEADYAQQBDADkANQAxADcANAAuAHAAZABmAA==0Outlook for business, stock remains weak 52246526Dollar General Corp.DG /Default.aspx?mode=anote&action=redirect&id=24652622020-09-02T07:07:43.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAwADEALQAzADYAMQBGADkAOABEAEYALQAxADAARgBBAC0ANABFADkAMwAtADgANgBCAEYALQA2ADgAMwA3ADIAQgA3ADgAOQBBAEUANAAuAHAAZABmAA==0Raising FY21 and FY22 EPS estimates 53246525Marvell Technology Group LtdMRVL /Default.aspx?mode=anote&action=redirect&id=24652512020-09-02T07:07:43.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAwADAALQA1ADgAQQA2AEIAOQBGADYALQA2AEIANwA3AC0ANAAxADMAQQAtAEIAOQAyADUALQA4ADEANwBCADEANgBDAEYAQwBFAEMAQQAuAHAAZABmAA==0Solid beat and strong guidance; raising target to $50 54246521New York Times Co.NYT /Default.aspx?mode=anote&action=redirect&id=24652122020-09-01T13:24:32.783aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA5ADEALQAxAEUANABBADYAOQBBADYALQAyADMAMAAzAC0ANABGADgANAAtAEIAQwAzADMALQBGAEEANwBBADgAQgA3ADEAMQAxAEYARQAuAHAAZABmAA==0Reiterating HOLD following 2Q results 55246509Vulcan Materials CoVMC /Default.aspx?mode=anote&action=redirect&id=24650922020-09-01T07:08:50.170aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA4ADcALQA2ADUANQA2ADkAQwA0AEIALQA5ADAANgBEAC0ANAA4ADkAMAAtAEEAMAAyADMALQAyADQARgBDADAARABGADEARQAxAEQAOQAuAHAAZABmAA==-1Lowering rating to HOLD 56246503Toll Brothers Inc.TOL /Default.aspx?mode=anote&action=redirect&id=24650312020-08-31T13:37:44.713aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA3ADIALQAwADcANAAyADUARQAxAEQALQA1ADgAQwAzAC0ANAA4AEEARAAtAEEAOQBCAEUALQBBADYAMABBADIAQQBFADMAQgA5ADgAQwAuAHAAZABmAA==0Raising target to $48 from $43 57246502Incyte Corp.INCY /Default.aspx?mode=anote&action=redirect&id=24650212020-08-31T13:37:44.713aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA3ADMALQA1ADYAMwA1AEMAMwA5ADgALQA1AEMANQBGAC0ANABBAEYAOQAtADgAQgAzADgALQA0AEMANgA3ADMAOABDADUAMgA1AEUANgAuAHAAZABmAA==0Continued pipeline progress; reiterating BUY 58246488Tesla IncTSLA /Default.aspx?mode=anote&action=redirect&id=24648812020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAxADEALQA0AEIAQQBFAEYAOABCADMALQBEAEUANAA2AC0ANAAzADAANgAtADkAQQAzAEUALQAyADcAOABGAEYAQgBFAEEAMAAwADgAMAAuAHAAZABmAA==0Reaffirming BUY and raising post-split target to $566 59246487Splunk IncSPLK /Default.aspx?mode=anote&action=redirect&id=24648712020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA2ADAALQA3ADAANwBFADQANgAzADYALQAzADgARAA4AC0ANAAzAEMAMAAtAEEAMABGADMALQA3ADUANABBADQAMwA4ADIAMwBGAEMAMgAuAHAAZABmAA==0Raising target price to $260 60246486HP IncHPQ /Default.aspx?mode=anote&action=redirect&id=24648612020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA2ADEALQA1ADQAQwBBAEQANgAwADEALQBCADMANQBEAC0ANAA4ADYAQQAtAEIAMAAzAEUALQBCADkARQBDADQANgA0ADIARAAyADMAQwAuAHAAZABmAA==0Notebooks, Chromebooks surge; reiterating BUY 61246485First Solar IncFSLR /Default.aspx?mode=anote&action=redirect&id=24648512020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA1ADYALQBEAEQANAA4ADMAMQBDAEYALQAzAEQARAA0AC0ANAAzADUAMQAtAEEAMAA2ADUALQAzAEIAQQBDADEANABDADcAMwA0AEUANQAuAHAAZABmAA==0Raising target price on leading solar energy company 62246484Apple IncAAPL /Default.aspx?mode=anote&action=redirect&id=24648412020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADkALwAxADAALQAxADAAMwBGADUAQwA2AEUALQA5ADAAMABDAC0ANAA3AEYAMgAtAEIANgBEADQALQBGAEQAQQA0AEUAQwAwADEANwAxADkARgAuAHAAZABmAA==04-for-1 stock split; raising target and reiterating BUY 63246483Amerisource Bergen Corp.ABC /Default.aspx?mode=anote&action=redirect&id=24648312020-08-31T07:22:49.397aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA1ADgALQAwAEMANgBBAEIANwBFAEMALQAxADEAQwAzAC0ANAA5ADYARQAtAEEAQQAyAEEALQA5ADgANAAyADQARABEADIAMgAxADgANQAuAHAAZABmAA==0Reaffirming BUY and target of $120 64246479Williams-Sonoma, Inc.WSM /Default.aspx?mode=anote&action=redirect&id=24647912020-08-28T13:50:22.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA0ADIALQAwAEQARABEADIARQBEADQALQAyADEAQwBFAC0ANABDAEQAOQAtADgARAAzAEYALQBDADgAOAA2AEUAOABBAEIAOQBEADYAMQAuAHAAZABmAA==0Raising five-year growth rate and target 65246478J.M. Smucker Co.SJM /Default.aspx?mode=anote&action=redirect&id=24647822020-08-28T13:50:22.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA0ADMALQA0ADAARgBFADMAQQBGADMALQAwADQARgBFAC0ANAAyAEEANQAtADgAMQA4AEUALQA2ADkANQA2AEQAQwAwAEEANgBEAEMARQAuAHAAZABmAA==0Reiterating HOLD following 1Q21 results 66246477Coca-Cola European Pntr PLCCEP /Default.aspx?mode=anote&action=redirect&id=24647722020-08-28T13:50:22.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA0ADYALQBBADgAMgBBADcANQA3ADIALQA4ADUAOAAzAC0ANAAwADgAOQAtADkARgBFADEALQAzADEARABBAEIANQAyAEYAOQA5ADcANAAuAHAAZABmAA==0Maintaining HOLD following mixed 1H 67246476American Campus Communities InACC /Default.aspx?mode=anote&action=redirect&id=24647612020-08-28T13:50:22.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA0ADQALQA5ADcARgA5ADEANAAyADIALQBCADcAOQAwAC0ANAAxADgAMQAtADkANQA4AEEALQAzADAANwBFAEQANwBBAEQANAA5ADkAMQAuAHAAZABmAA==0Reiterating BUY on leading student housing REIT 68246475Qualcomm, Inc.QCOM /Default.aspx?mode=anote&action=redirect&id=24647512020-08-28T13:50:22.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAyADgALwA0ADUALQA5AEUAMgA1ADkANQA1ADIALQBBAEQAOQAyAC0ANAAzADAAQgAtADgAOQA3AEQALQBEADcANwA3AEYAMABDADEAMwA1ADIAMwAuAHAAZABmAA==0Raising target after antitrust win 69246466NetApp IncNTAP /Default.aspx?mode=anote&action=redirect&id=24646622020-08-28T07:20:15.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADIALwAxADAALQAyADUAQwBFADYARgAyAEEALQA4ADIANQBFAC0ANAAyAEUAOAAtAEEAMQAyADkALQA5ADYANAAwADEAQQA3AEEAQwBGADkAOQAuAHAAZABmAA==0Improving momentum, still-challenging comps; reiterate HOLD 70246465Hewlett Packard Enterprise CoHPE /Default.aspx?mode=anote&action=redirect&id=24646522020-08-28T07:20:15.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADIALwAxADEALQAyADgAQwAxAEUARgAwADQALQA2AEQAQgA0AC0ANAA4ADUAMwAtADkARAA3AEMALQAxADcAOAA2ADUANABGAEIAOQA2AEQARAAuAHAAZABmAA==0Beats expectations, but sales & EPS decline; reiterating HOLD 71246464Autodesk Inc.ADSK /Default.aspx?mode=anote&action=redirect&id=24646412020-08-28T07:20:15.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADIALwAxADIALQBBADYAOQAzADcAQQA3ADUALQAwADQARgBBAC0ANAA1AEEARgAtAEEANwA2ADEALQBCAEUAMwBBADEAOQA5ADkANgBBAEIANwAuAHAAZABmAA==0Raising target price to $295 after fiscal 2Q21 results 72246463Archer Daniels Midland Co.ADM /Default.aspx?mode=anote&action=redirect&id=24646312020-08-28T07:20:15.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADIALwAxADMALQA3AEYANAA1ADUAOAA1ADYALQBDADIAMwAxAC0ANAAyAEEANgAtADkANgA1AEIALQBBAEQAMQAxADEAOQA1ADIANgBFAEEANgAuAHAAZABmAA==0Maintaining BUY and raising target to $49 73246462Alcon Inc.ALC /Default.aspx?mode=anote&action=redirect&id=24646212020-08-28T07:20:15.027aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADIALwAxADQALQAyAEUAOQAyADgAMAA0ADgALQAxADEAMAA5AC0ANAAzADcARQAtADgANQAxAEMALQA0AEMARAA3ADQAOAA2AEQAQQA0AEMAQgAuAHAAZABmAA==0Reiterating BUY with $66 target 74243194Tapestry IncTPR /Default.aspx?mode=anote&action=redirect&id=24319422020-08-27T14:24:12.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA5ADEALQAyADQAQQAwADAAMgBCADAALQA5AEEAMAA3AC0ANAA5ADUAMQAtAEEANAAwAEUALQBGAEEANwAyAEYARgA5AEUANAA5ADMAMQAuAHAAZABmAA==0Maintaining HOLD following fiscal 4Q results 75243193Dicks Sporting Goods, Inc.DKS /Default.aspx?mode=anote&action=redirect&id=24319312020-08-27T14:24:12.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA5ADIALQBDADUAMgBBADAARQA0AEQALQBBADkAQgA4AC0ANABGAEIARAAtAEEANABFAEUALQA2ADMAQQA0ADEAQgAxADAAMgBFADkARAAuAHAAZABmAA==0Raising target to $63 after record 2Q 76243192BHP Group LimitedBHP /Default.aspx?mode=anote&action=redirect&id=24319222020-08-27T14:24:12.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA5ADQALQAyAEEAOQA5AEUAQgA2ADEALQBCAEEARQBGAC0ANAAxAEIANAAtAEEARQBGAEUALQBFADgAMAA3ADIANgAzADEANwA2AEYARAAuAHAAZABmAA==0Looking for more favorable entry point 77243191Salesforce.com IncCRM /Default.aspx?mode=anote&action=redirect&id=24319112020-08-27T14:24:12.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA5ADUALQBEADYAOAAwAEUARQA5ADcALQAxAEIAMAAxAC0ANABFAEYANgAtADkANAAxAEUALQBBADAAOABGADAARQBEADcAMwA3ADcANwAuAHAAZABmAA==0Raising target to $315 78243190Humana Inc.HUM /Default.aspx?mode=anote&action=redirect&id=24319012020-08-27T14:24:12.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA5ADMALQAzADAANgA2AEYANQBFADIALQBCADEAMgA2AC0ANABCADcANwAtAEIAMQBCAEEALQA4ADEAMQA4ADAARgA3ADQANgBGADQANgAuAHAAZABmAA==0Reaffirming BUY with $430 target 79243176Rio Tinto PLCRIO /Default.aspx?mode=anote&action=redirect&id=24317612020-08-27T07:12:59.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA3ADEALQBEAEEAMwA2ADAARQA4ADAALQBDADUANAA4AC0ANAA0ADUAMQAtADgAOQBDAEEALQAzAEQANABGAEMAQwA4ADAAQwBDAEQAMQAuAHAAZABmAA==0Raising target price 80243175Hormel Foods Corp.HRL /Default.aspx?mode=anote&action=redirect&id=24317512020-08-27T07:12:59.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA3ADIALQBDADQANAAzADkANQA4ADAALQBFADUAMwBFAC0ANAA4ADQANwAtADkAMwA1AEYALQBBAEEAMwBGADkANAAzADkAMwA4ADIANgAuAHAAZABmAA==0Maintaining BUY and raising target to $58 81243174Republic Services, Inc.RSG /Default.aspx?mode=anote&action=redirect&id=24317412020-08-27T07:12:59.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA3ADQALQBBADQAMAAxADYAOAAwADIALQAzADMAQgAxAC0ANABCADEANwAtAEEAMgA1ADAALQA4AEMAMgAwADEAOQA0ADEARQBFADYANAAuAHAAZABmAA==0Raising target price to $102 82243173Intuit IncINTU /Default.aspx?mode=anote&action=redirect&id=24317312020-08-27T07:12:59.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA3ADMALQBFADYAOABFAEQANQAyADcALQBCAEIAMgBEAC0ANAA2ADQAMQAtAEEANAA2AEEALQA2AEIAQgBGADYANQAyADAANQBGADIAMQAuAHAAZABmAA==0Sharp upside surprise; reiterating BUY 83243170Simon Property Group, Inc.SPG /Default.aspx?mode=anote&action=redirect&id=24317012020-08-26T14:38:39.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA2ADAALQA3AEMAMgAyADAANAAxAEMALQAzAEIAMwAxAC0ANAAxADMAMQAtAEEARQA0ADAALQBDAEEAMABBADUAMgA4ADIAMQAzADMAMAAuAHAAZABmAA==0Maintaining BUY following 2Q results 84243169MDU Resources Group IncMDU /Default.aspx?mode=anote&action=redirect&id=24316922020-08-26T14:38:39.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA2ADEALQA0AEMARQA3ADEAOQA2AEEALQBGADMAMwA4AC0ANABDADQANQAtADgAQwA3ADUALQBGADIAQwA5ADIAOQBFAEYARAAzADEAMAAuAHAAZABmAA==0Looking for more favorable entry point 85243168Best Buy Co. Inc.BBY /Default.aspx?mode=anote&action=redirect&id=24316822020-08-26T14:38:39.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA2ADIALQAxADIARgAxADMARgAxADkALQA4AEIANQAzAC0ANAA4AEEAOQAtADgAQwBBADMALQBCAEYAMQA2ADEAMwBGAEQARABCADIANgAuAHAAZABmAA==0Raising EPS estimates after strong 2Q 86243167Sun Life Financial, Inc.SLF /Default.aspx?mode=anote&action=redirect&id=24316712020-08-26T14:38:39.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA2ADMALQBBAEUAQgA4AEUANwA0ADgALQBCADMANAA4AC0ANABDAEYANwAtADgANwA4ADcALQA3ADcANQBFADEAMABDAEEAQwBBADkAQwAuAHAAZABmAA==0Raising target price to $50 87243166Palo Alto Networks IncPANW /Default.aspx?mode=anote&action=redirect&id=24316612020-08-26T14:38:39.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA2ADQALQA2ADQAQQBFAEIAMwA1ADEALQAzADIARgBFAC0ANABDADkAMQAtADkAMQBDAEEALQBEAEMAQQAzAEEANgA5ADgANwAwADgARgAuAHAAZABmAA==0Boosting target to $295 88243152Moderna IncMRNA /Default.aspx?mode=anote&action=redirect&id=24315212020-08-26T07:11:18.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA0ADIALQAwADAANwA3ADIAMgBCAEQALQBCAEMAQQAzAC0ANAA0ADkARAAtAEIANgAzAEUALQAzAEQAOQBDADcAQwA1ADIARAAzADkARgAuAHAAZABmAA==0Discounted price offers buying opportunity 89243151Marriott International, Inc.MAR /Default.aspx?mode=anote&action=redirect&id=24315122020-08-26T07:11:18.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA0ADMALQA2ADAAQQAzADUAQgA0ADgALQAxAEEAQwA5AC0ANAAxADUAMwAtADkARgBEAEEALQAzADEANAAyADUAOQBGAEEAMAA3ADgANAAuAHAAZABmAA==0Maintaining HOLD amid continued coronavirus impact 90243150Estee Lauder Cos., Inc.EL /Default.aspx?mode=anote&action=redirect&id=24315012020-08-26T07:11:18.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA0ADQALQA2ADYAOQA2AEEANwBEAEUALQA3AEUANAA3AC0ANABBAEYAQQAtADkAQwAxADkALQBBAEYAQgAxADUAOQAxADkARQA0AEQAOQAuAHAAZABmAA==0Raising target to $240 91243149Alibaba Group Holding LtdBABA /Default.aspx?mode=anote&action=redirect&id=24314912020-08-26T07:11:18.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA0ADUALQBBADkAOQAxADIAMQBFADQALQA1AEIAMAA2AC0ANAA0AEUAMAAtAEEARgA3ADQALQA4ADkAMQAzADQAMwA3ADIARABDAEYANgAuAHAAZABmAA==0Boosting target to $330 as revenue accelerates 92243148Adtran Inc.ADTN /Default.aspx?mode=anote&action=redirect&id=24314822020-08-26T07:11:18.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwA0ADYALQBCADcAOAA4AEIARQAzAEYALQAyADMAOQAwAC0ANABGAEQARgAtADgARgA2AEYALQA1AEQARgBEAEYAMQA1ADUAQwAxADUAQQAuAHAAZABmAA==0Continuing negative comps; reiterating HOLD 93243145Weyerhaeuser Co.WY /Default.aspx?mode=anote&action=redirect&id=24314512020-08-25T13:36:48.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAzADUALQBEADEARQBFADkAMwA1ADEALQBDADQAOQBEAC0ANABEADcAMQAtADgAQQAyAEMALQAyADkARgAxADgARgA2AEYAQQBDADUANQAuAHAAZABmAA==0Reiterating BUY and raising target to $37 94243144TEGNA IncTGNA /Default.aspx?mode=anote&action=redirect&id=24314412020-08-25T13:36:48.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAzADEALQA3ADQANABGADQANgA3ADkALQBCADUAQQAzAC0ANAA0AEMARAAtAEIAOQBCAEYALQBBADYARgAzADMARQBEAEQAMwAwAEMANAAuAHAAZABmAA==0Maintaining BUY after 2Q20 results 95243143Target CorpTGT /Default.aspx?mode=anote&action=redirect&id=24314322020-08-25T13:36:48.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAzADMALQAzAEQAQQA4ADQAMQBEADYALQA2ADQARAA0AC0ANAAxADMAMgAtADkAOABEADQALQBDADIANwBBADQAOAA4AEYAMQA5AEQAMwAuAHAAZABmAA==0Gaining share as online sales triple 96243142Honeywell International IncHON /Default.aspx?mode=anote&action=redirect&id=24314212020-08-25T13:36:48.420aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAzADQALQBFADcANQBBADcANwA0ADUALQAwAEEARgA1AC0ANAAzADcARgAtADkAMwBEAEIALQBFADUAMQA3AEYAMABDAEUAMAA5AEEARgAuAHAAZABmAA==0Raising target price to $185 97243130Royal Caribbean Cruises Ltd.RCL /Default.aspx?mode=anote&action=redirect&id=24313022020-08-25T07:16:55.060aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAxADQALQA5AEQANgBBAEYANwA2ADEALQA5AEUAMwAyAC0ANAA0ADUAQQAtAEEAOABBADMALQA3ADIANQA2ADAANQAyADUAQQBGADUARAAuAHAAZABmAA==0Reiterating HOLD and lowering estimates 98243129Restaurant Brands Intl InQSR /Default.aspx?mode=anote&action=redirect&id=24312922020-08-25T07:16:55.060aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAxADUALQA5AEYAOAA3ADIAMgBCAEQALQAzAEEAQgA0AC0ANABGADEANgAtADkANgA3AEUALQAxAEMAOQA4ADIARAAyADcANABBAEYARQAuAHAAZABmAA==0Maintaining HOLD on weak near-term outlook 99243128Brighthouse Financial IncBHF /Default.aspx?mode=anote&action=redirect&id=24312822020-08-25T07:16:55.060aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADAALwAxADEALwAxADYALQAyADMANwAwADgAMgA3ADAALQAwAEMAMQA3AC0ANAAwADAAMQAtADgANQA5ADUALQAyADMANQBCADIAOABFADkANwA3AEYAMQAuAHAAZABmAA==0Reiterating HOLD following 2Q results 100

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Consumer Confidence Still Under Pressure

Consumer Confidence fell off the table in April after the U.S. shut down; stabilized through June as states re-opened; and then plunged in August as a second wave of COVID-19 swept the country. Have we seen the lows? Hard to say. It is worth looking back at the experience during the financial crisis in 2007-2009. Back in 2007, confidence peaked at 112 in November before falling sharply and consistently over the next year to a low of 25 in February 2009 (as the bear market was bottoming). The index did not reclaim prior highs for another eight years. This time around, the Consumer Confidence Index has "only" fallen from 130 in February to 85 in August. The slope and speed of the recovery trajectory this time will depend on several factors: the slowing of the spread of the disease, the effectiveness of the government's second rescue plan, and any behavioral changes among consumers on the other side of the crisis. From an investment standpoint, we have found that the bottom of the Consumer Confidence cycle -- when everybody has given up on a recovery -- has been a good time to buy. did not reclaim prior highs for another eight years. This time around, the Consumer Confidence Index has "only" fallen from 130 in February to 85 in August. The slope and speed of the recovery trajectory this time will depend on several factors: the slowing of the spread of the disease, the effectiveness of the government's second rescue plan, and any behavioral changes among consumers on the other side of the crisis. From an investment standpoint, we have found that the bottom of the Consumer Confidence cycle -- when everybody has given up on a recovery -- has been a good time to buy.

Market Podcast

John Eade

08/04/2020 more | 6m 22s

GDP Quarters Should Start to Improve

2020 Investment Theme Podcast Series

In this series of podcasts, Argus President John Eade details 10 Argus Investment Themes for 2020. ... more

3m 27s

2m 22s

2m 35s

3m 27s

China - Opportunities

3m 50s

China Risks

3m 27s

5G and the APP Economy

2m 48s

Med-Tech

2m 20s

Election Year

3m 2s

Sustainable Impact Investing

2m 17s

Innovation

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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.

07/29/2020

Industrials

$172.38

ABT - ABBOTT LABORATORIES

07/23/2020

Healthcare

$106.66

ABBV - ABBVIE INC

08/18/2020

Healthcare

$89.63

ANF - ABERCROMBIE & FITCH CO.

06/24/2020

Consumer Discretionary

$15.35

ACN - ACCENTURE PLC

06/26/2020

Technology

$236.82

ATVI - ACTIVISION BLIZZARD INC

08/13/2020

Communication Services

$78.77

ADBE - ADOBE INC

09/18/2020

Technology

$474.30

ADTN - ADTRAN INC.

08/26/2020

Technology

$10.35

AAP - ADVANCE AUTO PARTS INC

09/14/2020

Consumer Discretionary

$154.76

AMD - ADVANCED MICRO DEVICES INC.

07/30/2020

Technology

$76.55

Analyst
Quick Notes

Weekly List: Double-Digit Dividend Grower

John Eade

9/14/2020

View

Weekly Stock List: Companies Raising Guidance

John Eade

9/8/2020

View

Weekly Stock List: Industrial Ideas

John Eade

8/31/2020

View

Weekly Stock List: Focus List Changes

John Eade

8/24/2020

View

Weekly Stock List: Activist Stocks

John Eade

8/17/2020

View

more...

News & Media

Argus in the News 9/17/2020 Chris Graja / Homebuilders Confidence Rises to All-Time High TDAmeritrade.com

Argus Initiates Sponsored Research Coverage 9/14/2020
Argus Sponsored Research Reports Travelzoo (NCM: TZOO)

Argus Updates Sponsored Research Coverage 9/4/2020
Argus Sponsored Research Reports Rapid Nutrition PLC (OTCQB: RPNRF)

Argus Updates Sponsored Research Coverage 9/3/2020
Argus Sponsored Research Reports Envela Corp. (NYSE/AMERICAN: ELA)

Argus in the News 9/3/2020 Stephen Biggar / RBC’s Wealth Management segment Finance.Yahoo.com

Conference Call - Industrial Stocks: Signs of Recovery 9/2/2020

PDF icon Conference call slides

Argus in the News 8/24/2020 Stephen Biggar / Comments on Trading Flows CNBC.com

Argus in the News 8/24/2020 Chris Graja CFA / Comments on D.R. Horton MoneyShow.com

Conference Call - Consumer Stocks: Happy, Healthy Home 8/5/2020

PDF icon Conference call slides

Argus in the News 7/24/2020 Bill Selesky / EV competitors look at the TSLA business model SPGlobal.com

Argus in the News 7/22/2020 Bill Selesky / Examining the Energy Sector TDAmeritrade.com

Argus Updates Sponsored Research Coverage 7/21/2020
Argus Sponsored Research Reports Dogness Int’l (NGM: DOGZ)

Argus Updates Sponsored Research Coverage 7/16/2020
Argus Sponsored Research Reports Molecular Data Inc.(NCM: MKD)

Argus in the News 7/13/2020 Stephen Biggar / Bank Earnings Preview TDAmeritrade.com

Argus in the News 7/10/2020 Stephen Biggar discusses Wells Fargo CNBC.com

Argus in the News 7/8/2020 Jim Kelleher on Uber/Postmates deal TDAmeritrade.com

Conference Call - Argus Market Outlook for the Second Half 7/1/2020

PDF icon Conference call slides

Argus Updates Sponsored Research Coverage 6/10/2020
Argus Sponsored Research Reports AzurRx BioPharma Inc (NASDAQ: AZRX)

Conference Call - Healthcare Sector Takes On COVID-19 6/3/2020

PDF icon Conference call slides

Argus in the News 5/26/2020 Bill Selesky comments on Auto Manufacturers and the outlook for the second-half of 2020 SPGlobal.com

Argus Updates Sponsored Research Coverage 5/13/2020
Argus Sponsored Research Reports Aptorum Group LTD (NGS: APM)

Conference Call - Strong Together: Companies Carrying Us Through the Pandemic 5/6/2020

PDF icon Conference call slides

Argus in the News 4/30/2020 David Toung discusses Gilead Sciences and its COVID-19 drug treatment Remdesivir TDAmeritrade.com

Argus in the News 4/25/2020 Argus President John Eade discusses opportunities in the transport sector TDAmeritrade.com

Argus Analyst Forum - Discussion of MinVol Strategy 4/7/2020

Video icon Video Conference

Argus in the News 4/5/2020

Stephen Biggar on Berkshire Hathaway MarketWatch.com

Conference Call - Sector Outlooks: Risks and Opportunities 4/1/2020

PDF icon Conference call slides

The Argus ESG Model Portfolio
Now Available

We have published our latest version of the Argus ESG model portfolio. Sustainable Impact Investing is gaining traction with the global investment community.

In January, BlackRock CEO Lawrence Fink, who oversees approximately $7 trillion in assets, announced that his firm would be investing in companies that are making progress on sustainability. Mr. Fink’s new focus follows rapid growth in sustainable assets in recent years. According to Opimas, a management consultancy focused on global capital markets, global assets under management in ESG strategies had grown to $40.5 trillion in 2020, doubling in four years and tripling in eight years. As assets have flowed in over the past 40 years, Sustainable Impact Investing has evolved. The discipline, originally known as Socially Responsible Investing, focused at first on excluding companies for various reasons. Now, the discipline promotes “sustainable” business practices across all industries that can have an “impact” on global issues.

Market View

Stocks Fall; Unemployment Claims Improve Slightly

Stocks in the U.S. are lower Thursday morning. Technology shares continue to underperform the broader market after leading things higher for much of the recovery. Initial claims for unemployment last week were 860,000, down slightly from 884,000 the week before, but higher than the 850,000 mean estimate. Building permits fell by 0.9% from July's levels, while housing starts fell by 5.1% from a month earlier. The Dow Jones is down -0.89%, the S&P is down -1.29%, the Nasdaq is down -2.02%.

Stocks in Asia are down. The Hang Seng is down -1.66%, the Australia ASX All Ordinaries is down -1.26%, the Mumbai Sensex is down -0.82% the Nikkei 225 is down -0.67% and the Shanghai SE Composite Index is down -0.41%. Stocks in Europe are down. The Euro Stoxx 50 is down -1%, the CAC 40 is down -0.82%, the DAX is down -0.72% and the FTSE 100 is down -0.46%. Energy futures are mixed today. The price for West Texas Intermediate crude oil is flat 0 at 40.16 per barrel. Brent crude is up 0.04 at 42.26 per barrel. Natural Gas is down -0.03 at 2.24. Precious metals are down this morning. Gold is down -16.04 at 1943.22 per ounce. Platinum is down -27.68 at 946.03 while silver is down -0.37 at 27.11. The dollar is mixed compared to the major currencies today. The greenback is up against the euro, down against the Yen and up against the Pound. General Electric Company (GE), Marathon Oil Corporation (MRO) and Freeport-McMoRan Inc (FCX) are moving higher this morning, while Carnival Corp (CCL), Perrigo Company PLC (PRGO) and General Dynamics Corporation (GD) are headed lower. Mohawk Industries, Inc. (MHK), Hain Celestial Group Inc (HAIN) and Bausch Health Companies Inc (BHC) were upgraded by analysts this morning, while Federal Home Loan Mortgage Corp (FMCC), Federal National Mortgage Association (FNMA) and Novocure Ltd (NVCR) were downgraded.[InvestorsKeyhole, various news and data sources]

Stocks in Europe are down. The Euro Stoxx 50 is down -1%, the CAC 40 is down -0.82%, the DAX is down -0.72% and the FTSE 100 is down -0.46%.

Energy futures are mixed today. The price for West Texas Intermediate crude oil is flat 0 at 40.16 per barrel. Brent crude is up 0.04 at 42.26 per barrel. Natural Gas is down -0.03 at 2.24. Precious metals are down this morning. Gold is down -16.04 at 1943.22 per ounce. Platinum is down -27.68 at 946.03 while silver is down -0.37 at 27.11. The dollar is mixed compared to the major currencies today. The greenback is up against the euro, down against the Yen and up against the Pound.

General Electric Company (GE), Marathon Oil Corporation (MRO) and Freeport-McMoRan Inc (FCX) are moving higher this morning, while Carnival Corp (CCL), Perrigo Company PLC (PRGO) and General Dynamics Corporation (GD) are headed lower. Mohawk Industries, Inc. (MHK), Hain Celestial Group Inc (HAIN) and Bausch Health Companies Inc (BHC) were upgraded by analysts this morning, while Federal Home Loan Mortgage Corp (FMCC), Federal National Mortgage Association (FNMA) and Novocure Ltd (NVCR) were downgraded.[InvestorsKeyhole, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, Director of Research - 09/14/2020

The Dangers of a K-Shaped Recovery

With blinding speed, the COVID-19 pandemic moved from an event that was unfolding in plain sight in China and parts of Europe to one that shut down thousands of U.S. schools and businesses and herded millions of Americans into their homes -- where many of us remain to this day. ... more

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Daily Spotlight

Market Watch {date:this.formatDateShort}

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Daily Spotlight

Consumer Confidence Still Under Pressure

Market Podcast

GDP Quarters Should Start to Improve

2020 Investment Theme Podcast Series

Analyst Quick Notes

Weekly List: Double-Digit Dividend Grower

Weekly Stock List: Companies Raising Guidance

Weekly Stock List: Industrial Ideas

Weekly Stock List: Focus List Changes

Weekly Stock List: Activist Stocks

News & Media

The Argus ESG Model Portfolio Now Available

Market View

Stocks Fall; Unemployment Claims Improve Slightly

Weekly Economic Commentary

The Dangers of a K-Shaped Recovery

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

The Argus ESG Model Portfolio
Now Available