374350100trueLoaded Data786987Intel Corp.INTC/Default.aspx?mode=anote&action=redirect&id=78698722025-04-25T13:04:38.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA2ADkALQBBADgAOAA2AEMAOAA5AEEALQAzADQANAAzAC0ANAA0ADcAQgAtAEEANQBDADMALQBDADEANgA3ADYANQA2ADkANAA4AEYAMwAuAHAAZABmAA==0Exceeds expectations but cautious guidance under new CEO1786986Integer Holdings CorpITGR/Default.aspx?mode=anote&action=redirect&id=78698612025-04-25T13:04:38.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA2ADYALQAwADgAMQA3ADQANAAxADYALQAwADYARQAxAC0ANAA1AEEARgAtADkAMgBBADIALQBDAEUAMABBADgAQgA3AEQAQgA5ADMAOQAuAHAAZABmAA==0Raised 2025 outlook on accretive debt offering2786985Federated Hermes IncFHI/Default.aspx?mode=anote&action=redirect&id=78698522025-04-25T13:04:38.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA2ADUALQAwADAANgA3AEQANwBGADcALQA3ADUAMABBAC0ANAA3ADAAQQAtAEEAQgBCADMALQBEAEEAOAA1AEQAQwA4ADEAMgA1ADMAOAAuAHAAZABmAA==0Modest inflows in 1Q3786984Boyd Gaming Corp.BYD/Default.aspx?mode=anote&action=redirect&id=78698412025-04-25T13:04:38.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA2ADgALQA3AEUANABGAEEANQBEADEALQA0ADEAMwBDAC0ANABEADMAOAAtADgARgAxAEQALQA3ADkAMAA4ADgAMAA3ADYAMwBEADAAMAAuAHAAZABmAA==0Earnings stronger than anticipated4786983Republic Services, Inc.RSG/Default.aspx?mode=anote&action=redirect&id=78698312025-04-25T13:04:38.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA2ADcALQAyAEIANwAwADkAMQA4ADYALQAyADYAQgA3AC0ANABEAEYAMgAtADkAMAAyADQALQAxADIAMQA0ADMAMABCAEQANgA3AEIANwAuAHAAZABmAA==0Raising price target to $2705786972Firstenergy Corp.FE/Default.aspx?mode=anote&action=redirect&id=78697212025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADQALQBBADEAQwA0AEQAMgBDADEALQBGADIAMABBAC0ANAAwADAANAAtAEIANwBDADIALQA3ADYANwAwADEAMgA3ADUANAA5ADQANAAuAHAAZABmAA==0BUY as new rates driving earnings6786971Huntington Bancshares, Inc.HBAN/Default.aspx?mode=anote&action=redirect&id=78697112025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADMALQA0AEEARQBDADMARABGADUALQAyADEANQAzAC0ANAA2ADcAMAAtAEIAMwAwADkALQAxAEYAQgBBADgAMQBFADEAMwA3AEMAOQAuAHAAZABmAA==0Loan growth aids 1Q results7786970Genuine Parts Co.GPC/Default.aspx?mode=anote&action=redirect&id=78697012025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADEALQBCAEMANQAyAEEAMABEAEIALQAyAEEANQBEAC0ANABBADIANAAtAEIAMgBCADEALQA3ADUAMwBCADYANwAyADcANQA2ADcANQAuAHAAZABmAA==0Recent share price weakness a buying opportunity8786969GE Vernova Inc.GEV/Default.aspx?mode=anote&action=redirect&id=78696912025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADUALQA2AEYAQgA5ADUAOAA1ADEALQBCAEMARgBEAC0ANAAyADMAMgAtAEEAMABCAEUALQBBADkANQA3ADUAQQAyADMANwBFAEYAMQAuAHAAZABmAA==0Recent weakness offers buying opportunity9786968Gap, Inc.GAP/Default.aspx?mode=anote&action=redirect&id=78696812025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADAALQA3AEYAOAA2AEMAMwAwAEYALQAyADQANQAzAC0ANABGAEMAMgAtAEEAOQAzAEMALQBCADcANAA1AEUARQAyADEAOABBAEQANQAuAHAAZABmAA==0The company's turnaround is demonstrating sustainability10786967Elevance Health IncELV/Default.aspx?mode=anote&action=redirect&id=78696712025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA1ADIALQAwADQAMAA2AEUAMwA0AEUALQA2AEQAOQAzAC0ANABEAEQANQAtADgARgA2AEMALQAxADkAQwAwAEIAMQBGADUARAA4ADAANAAuAHAAZABmAA==0Raising target to $465 from $45011786966Discover Financial ServicesDFS/Default.aspx?mode=anote&action=redirect&id=78696612025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADEALQAyADIAQwBFADIANwAyAEUALQAyADMAMQBCAC0ANABCADMAQQAtADgANwBEAEQALQAxAEIARgAwADUARABGAEMANAAwAEIANwAuAHAAZABmAA==0Merger with Capital One expected to close on May 1812786965Bristol-Myers Squibb Co.BMY/Default.aspx?mode=anote&action=redirect&id=78696522025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADYALQAwAEMAQQA0ADcAMQBCAEIALQBGAEUAQgA0AC0ANABCAEUARQAtAEIAMgA4AEYALQAxAEEANwAwADQANwA4AEUAQQBBADIANQAuAHAAZABmAA==0HOLD as Legacy Portfolio declines drag on results13786964Barrick Gold CorporationGOLD/Default.aspx?mode=anote&action=redirect&id=78696412025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAzADgALQBDADIAMgA3AEIAOAA2ADgALQBFADIARgAyAC0ANABGAEQARQAtAEIANwBFADQALQA5ADYAQQBCADkANQAzADMANAAxAEIAMwAuAHAAZABmAA==0Value opportunity14786963AT&T, Inc.T/Default.aspx?mode=anote&action=redirect&id=78696312025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADQALQBEAEIAQQA0AEYAQwAxADUALQA2ADcAMABGAC0ANABGADAAMAAtADgAOABBAEQALQBFADkAMQA5ADcAQwA4AEQAMwA0AEUAMAAuAHAAZABmAA==0Good subscriber net additions in 1Q2515786962Texas Instruments Inc.TXN/Default.aspx?mode=anote&action=redirect&id=78696212025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADMALQAwADgAQwBCADAAQgA5ADEALQA1ADkAMgBGAC0ANAA4AEIAQQAtADgAMgAyAEEALQA1ADcANwA5ADYARABBAEEANAA3ADYAQgAuAHAAZABmAA==0Tops expectations in 1Q25, above-consensus 2Q outlook16786961Newmont CorpNEM/Default.aspx?mode=anote&action=redirect&id=78696112025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADIALQA0ADAANgAyADEAMgA3AEMALQBEADMARQA1AC0ANABEADMANAAtAEIARABEADgALQA0ADUANwA2ADkANwA2AEYAQQA3ADIAQwAuAHAAZABmAA==0Raising target price17786960Lam Research Corp.LRCX/Default.aspx?mode=anote&action=redirect&id=78696012025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADcALQAyADQAMgBEADQAQgA1ADMALQA5AEIAMgA0AC0ANAAyADAARQAtAEIANQBBADIALQA4ADQAQgBCADcARAA2AEMANwA4ADkANQAuAHAAZABmAA==0WFE industry recovery alongside tariff uncertainty18786959Keurig Dr Pepper IncKDP/Default.aspx?mode=anote&action=redirect&id=78695912025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADUALQAyADYAMABFADMANwA2ADQALQAzADkAQwBEAC0ANAAzADYANwAtADkARQAxADcALQA5AEEAQQBFADgANQA3ADYAMAA2ADcARQAuAHAAZABmAA==0Strong quarter and reiterated guidance19786958International Business MachineIBM/Default.aspx?mode=anote&action=redirect&id=78695812025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAzADkALQAyAEUAOABFADMAMAA1AEEALQAzADcARAA0AC0ANAA0AEQARQAtADgANQBBAEUALQBFAEUANQA3AEIAQgA0ADkANAA4AEUAMwAuAHAAZABmAA==0Solid quarter, but concerns on U.S. Federal, Consulting20786957CSX Corp.CSX/Default.aspx?mode=anote&action=redirect&id=78695712025-04-25T07:11:56aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwA0ADAALQA2ADUARAA2ADgAOQAxAEQALQA0ADcAOQBCAC0ANABEADYARAAtAEEAQQA0ADgALQA2AEIANgA5ADEARQA3ADcAQQA1ADIAMgAuAHAAZABmAA==0Recent weakness offers buying opportunity21786952Quest Diagnostics, Inc.DGX/Default.aspx?mode=anote&action=redirect&id=78695212025-04-24T13:04:05.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAxADYALQBEAEYANABBAEEANgBFADEALQBGADAARQAwAC0ANAAzAEYAMQAtADkANQAxADQALQA3ADIARgA1ADMAOAAxADMARQBDADYANAAuAHAAZABmAA==0Raising target to $195 from $18522786951Masco Corp.MAS/Default.aspx?mode=anote&action=redirect&id=78695112025-04-24T13:04:05.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAxADcALQAwAEQAMwBFAEQAMwAyAEMALQA2AEYANwAwAC0ANAAxADYAMAAtADkAOQAxADcALQA0ADQANgBEADQAOQA5AEUAQwBBADQANwAuAHAAZABmAA==0We are reducing our target price to $72 from $9023786950Las Vegas Sands CorpLVS/Default.aspx?mode=anote&action=redirect&id=78695022025-04-24T13:04:05.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAxADUALQBFADYANQA3ADEANAA5ADkALQA0ADkANAA1AC0ANAAzADEANAAtAEEANgA1AEMALQA0ADcAMgAyADIANQAyAEYANABDADIARQAuAHAAZABmAA==0Macau remains weak24786949Fiserv, Inc.FI/Default.aspx?mode=anote&action=redirect&id=78694912025-04-24T13:04:05.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAxADMALQAzADEARQAxAEUAMAA5AEQALQBBADMAMQA4AC0ANAA2AEQAQQAtADkAOABFAEEALQBBAEQAOQBGAEYAOABGADMAQQAwAEYAMAAuAHAAZABmAA==0Slight 1Q EPS beat and maintained favorable guidance25786948Unilever PLCUL/Default.aspx?mode=anote&action=redirect&id=78694812025-04-24T13:04:05.997aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAxADQALQAzAEEARABBAEIANQAxADkALQA5ADYARAA3AC0ANABFADcAQwAtAEEAMwBCADUALQAyADAAOQBCADkARQA3ADMARAA4ADQAOAAuAHAAZABmAA==0Raising target price26786927NextEra Energy IncNEE/Default.aspx?mode=anote&action=redirect&id=78692712025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADMALQA5AEYAMAA3AEMANAA5AEIALQBGADYAMQA2AC0ANAAzAEEARgAtADkAQQA0AEMALQAzADQAQQA3ADQAQwA4ADUARAA1AEEAQgAuAHAAZABmAA==0Total return likely to be near top of peers27786926Citizens Financial Group IncCFG/Default.aspx?mode=anote&action=redirect&id=78692612025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADYALQAyADYAMgBBADkANwAxAEMALQBFADYAQgBGAC0ANAAwADQAMQAtAEIANABCADkALQBDADIAMQBEADMANwBGADMAQwAzAEUAQQAuAHAAZABmAA==0Private Bank growth aids 1Q results28786925Vulcan Materials CoVMC/Default.aspx?mode=anote&action=redirect&id=78692512025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADIALQAwADUAOQBDAEYAMQA0ADMALQAxAEMAQQBDAC0ANAAwAEMAMQAtADgANQAwADMALQBDADkAMgAyADAAMwA0AEEARgBGAEIARAAuAHAAZABmAA==0Recent weakness offers buying opportunity29786924Tesla IncTSLA/Default.aspx?mode=anote&action=redirect&id=78692412025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADUALQBGADQAMQBFAEMAQwA4ADkALQBBAEYARABGAC0ANAAxAEIAMwAtADgANwAwADIALQAwAEYAQQBBADMAQwA0ADUANQAyADkARgAuAHAAZABmAA==0We still see a buying opportunity at current prices30786923ManpowerGroupMAN/Default.aspx?mode=anote&action=redirect&id=78692322025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADEALQBEAEIANwA4ADAAOABDADEALQBGAEYAMAA3AC0ANAA5AEYAQgAtAEEANAA4AEQALQA3AEMANQAxADkANgBDADYANgA5AEIANAAuAHAAZABmAA==0Looking for more favorable entry point31786922Badger Meter Inc.BMI/Default.aspx?mode=anote&action=redirect&id=78692212025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADMALwA5ADQALQA3ADcARAA2ADIAMQA5ADkALQAzADQAOQA0AC0ANAA4AEMARQAtAEEAQwA1AEMALQBDAEEAQQA5ADYAMwBFAEUANgAxADEAOAAuAHAAZABmAA==0Raising price target32786921Regions Financial Corp.RF/Default.aspx?mode=anote&action=redirect&id=78692112025-04-24T06:58:25.283aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAyADQALwAwADUALQBCADcANwA0ADMANgA3AEEALQBBADIAMQAyAC0ANABGAEEAQwAtADkAMABEADQALQA1AEQAOAA5ADQAQQAxAEEANwA0AEYAQwAuAHAAZABmAA==0Pullback provides opportunity33786412Verizon Communications IncVZ/Default.aspx?mode=anote&action=redirect&id=78641212025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA2ADkALQAxADcAMQA0AEMAMwBEADQALQAzADUANAA4AC0ANABCAEIARAAtAEEAMAAxAEUALQBEADgARQAyADgARQBBADEAMQAyADcAOQAuAHAAZABmAA==0Hitting or exceeding stated growth targets34786411Sonoco Products Co.SON/Default.aspx?mode=anote&action=redirect&id=78641122025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA3ADAALQBGADMANgA4ADUANQAxAEUALQA2ADQANQAyAC0ANABGAEEAOAAtADkANgAzADcALQBGAEUANwAwAEQAQgAyADAAMQBEADcAMAAuAHAAZABmAA==0Looking for a more favorable entry point35786410Kimberly-Clark Corp.KMB/Default.aspx?mode=anote&action=redirect&id=78641022025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADQALwA2ADMALQAxAEIAOAA4ADEAMwAyADQALQA1ADgANQBBAC0ANAA3AEQAOAAtAEIANAA0ADQALQBEAEIANAA5AEQANgBFAEQAOQBFADMAMgAuAHAAZABmAA==0Looking for a more favorable entry point36786409J.B. Hunt Transport Servs, IncJBHT/Default.aspx?mode=anote&action=redirect&id=78640912025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADMALwA3ADMALQA5ADUARgA2ADMAMAA0ADUALQAxADAANwAyAC0ANABDADIAMwAtADgARgAxADkALQAzAEIARgBFAEUARgA2ADcAMgBGADEAQQAuAHAAZABmAA==0The recent decline in share price offers a buying opportunity37786408Foot Locker IncFL/Default.aspx?mode=anote&action=redirect&id=78640822025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADQALwAxADcALQA5AEIARAA0AEQARAAyAEEALQAyAEMAMQAzAC0ANABCAEYARQAtAEIAOQBDADAALQA5ADEAOQA0AEQAQQA3ADYAQgA0ADkANAAuAHAAZABmAA==0Still in a rebuilding phase38786407Capital One Financial Corp.COF/Default.aspx?mode=anote&action=redirect&id=78640712025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADMALwAwADMALQA5AEEAMAA2AEEAMgBDAEQALQAyAEQANgBDAC0ANABEADYAMQAtAEIAMQA3ADAALQBBADQARgA5ADcANgAzAEIANQA2AEQARgAuAHAAZABmAA==0Discover acquisition on track for mid-May closing39786406Danaher Corp.DHR/Default.aspx?mode=anote&action=redirect&id=78640612025-04-23T13:46:43.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA3ADkALQBCADYAQgA3ADkAMQA0ADAALQBDADUAOAAzAC0ANAA1AEUANwAtAEEAQwAxAEIALQAxADcAMgA1AEQARQA0ADUAMgA3ADgAMgAuAHAAZABmAA==01Q beat; end markets strengthening on higher order volume40784781Blackstone IncBX/Default.aspx?mode=anote&action=redirect&id=78478112025-04-23T07:05:40.497aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA1ADYALQA1AEUAQwA0ADgAMwA2AEMALQAzAEMARAA4AC0ANAA1ADcARgAtAEIAQwA0ADMALQA1AEQAQQAzAEIANABDADcAMQBCADQAOAAuAHAAZABmAA==0Fundraising accelerated in 1Q despite market turmoil41784780Wynn Resorts Ltd.WYNN/Default.aspx?mode=anote&action=redirect&id=78478022025-04-23T07:05:40.497aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA1ADcALQBGADgAMwBDAEIAMAAwADUALQBBAEQARQAyAC0ANAAxADYANAAtADgANgBDAEMALQA4ADkARgBGAEQANwBEADkAQwBDADcAQQAuAHAAZABmAA==-1Downgrading to HOLD on weakness in Macau42784776Travelers Companies Inc.TRV/Default.aspx?mode=anote&action=redirect&id=78477612025-04-22T12:28:52.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA0ADcALQBBADIARQAxAEQAOQA0ADUALQA2ADEAMQA2AC0ANAA3AEIAMAAtADkAMQAyADMALQAxADIAOQBCADkAOAA4ADMAMgBBADYANgAuAHAAZABmAA==0Maintaining target on leading multi-line insurer43784775Invesco LtdIVZ/Default.aspx?mode=anote&action=redirect&id=78477512025-04-22T12:28:52.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwA0ADYALQA2AEMAOQBDADMAOQA1ADgALQA4AEQANwBEAC0ANAA0ADQANAAtAEEAMAAyAEIALQBDADIAQwBBAEYAQQBEADUAMAAyADQAQwAuAHAAZABmAA==0Average AUM gains in 1Q despite market turmoil44784762Smurfit WestRock plcSW/Default.aspx?mode=anote&action=redirect&id=78476212025-04-22T07:10:17.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAzADYALQAyADgAOQBGADEANgA4ADUALQA2ADEARABGAC0ANABDADIANgAtADkANwBCADIALQA0AEIAMwA5ADQANgBGAEYAOABDAEIANQAuAHAAZABmAA==0Value opportunity45784761KeyCorpKEY/Default.aspx?mode=anote&action=redirect&id=78476112025-04-22T07:10:17.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAzADUALQAyAEMANgA5ADkANQAxADgALQBBAEIANgA0AC0ANABEAEEARQAtAEIARgAzAEYALQBEADAANABCADIAMwBBAEEANQBCAEIAMQAuAHAAZABmAA==0Balance sheet re-positioning aids 1Q results46784760Fifth Third BancorpFITB/Default.aspx?mode=anote&action=redirect&id=78476012025-04-22T07:10:17.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAzADcALQAyAEMARQBDAEUAQQA3ADYALQA0ADMANAA0AC0ANAA2AEEARAAtAEIAMwA3AEIALQA3ADcARABDAEYAMgBCADgAOQBFADYANwAuAHAAZABmAA==01Q EPS beats consensus47784759Fastenal Co.FAST/Default.aspx?mode=anote&action=redirect&id=78475912025-04-22T07:10:17.357aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAzADgALQBGADgAMwA3ADEAMgA1AEMALQAzADYARAA1AC0ANAA1AEUARQAtAEIANgBEAEMALQAzADgAOAA3ADcAQwAzAEYANwAwAEIANgAuAHAAZABmAA==0Raising target price48784753State Street Corp.STT/Default.aspx?mode=anote&action=redirect&id=78475312025-04-21T13:31:45.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAyADMALQA1ADYAMQBDADAARgA1ADkALQAyADQARABFAC0ANAA5AEIARgAtADkAQQBCADUALQA0ADEANQA2AEMARQAxAEEAMABCADEANQAuAHAAZABmAA==0Recent share price weakness offers opportunity49784752L'Oreal S.A.LRLCY/Default.aspx?mode=anote&action=redirect&id=78475212025-04-21T13:31:45.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAyADEALQA2AEIARgAyAEYAQQBDAEYALQA1ADAAQgBBAC0ANAA5ADAAMgAtAEEARAAzAEYALQAzADcAMQA5AEIAMQBBAEQAMgAyAEEAQwAuAHAAZABmAA==0Solid first quarter revenue; raising price target50784751International Flavors & FragraIFF/Default.aspx?mode=anote&action=redirect&id=78475112025-04-21T13:31:45.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAyADAALQAyADcAQQA1ADAAMwBCADUALQAxADEAQwA0AC0ANAAzAEQANQAtADkARgA3ADYALQA2ADYAOQAyADYAMwA5AEUAQwAzADMAMQAuAHAAZABmAA==0Recent weakness offers buying opportunity51784750D.R. Horton Inc.DHI/Default.aspx?mode=anote&action=redirect&id=78475012025-04-21T13:31:45.193aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAyADIALQBDAEEARQBDAEQANwA3AEUALQA2AEQAMgBCAC0ANAA0AEMANgAtADgAMwBGADIALQA2AEEAMwA1ADIAQgAzAEUANQBCADMARgAuAHAAZABmAA==0Reducing 12-month target to $152 from $16052784733Nordstrom, Inc.JWN/Default.aspx?mode=anote&action=redirect&id=78473332025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAwADMALQAxAEUAMgA3ADIAQwA1ADMALQAyADIAMgA4AC0ANAA1ADIAQwAtADgAMQA5ADAALQAzAEMANwBEADYAQQBFADIAQQA4ADIAMAAuAHAAZABmAA==0SELL due to pending buyout53784732Truist Financial CorporationTFC/Default.aspx?mode=anote&action=redirect&id=78473212025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA5ADgALQA2ADYARQA1ADkARgA2ADUALQBFADIAOABDAC0ANAA3ADkAMQAtADkARAA5ADYALQAwAEYARAA2ADkAOAA2AEMAOAA4ADAANgAuAHAAZABmAA==0Maintaining Buy following 1Q EPS54784731Omnicom Group, Inc.OMC/Default.aspx?mode=anote&action=redirect&id=78473122025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA5ADYALQA3ADMAQgBBADkAMgA4AEIALQA4ADkANwBGAC0ANAA4ADIARQAtAEEAMwA2AEQALQBGADUAQQAwADUANwA0AEMAMAAxADUARAAuAHAAZABmAA==0Concerns about the global advertising market55784730Abercrombie & Fitch Co.ANF/Default.aspx?mode=anote&action=redirect&id=78473022025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA5ADkALQAxAEIAQwBBADEANwAxADIALQBDADIARABGAC0ANAAyAEYAMwAtAEEARAA1ADMALQA2ADYAQwA3ADgAQwBCADUAQwA3AEMAOQAuAHAAZABmAA==0Looking for more favorable entry point56784729ProLogisPLD/Default.aspx?mode=anote&action=redirect&id=78472912025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAwADIALQA3AEQANAA3ADYANAA5AEEALQAxADcAMQA2AC0ANABFADMAMQAtAEIAMABCAEUALQA3ADcAMAAyAEYAMgA0AEUAMgA1ADEAMwAuAHAAZABmAA==01Q Core FFO up 11%57784728Netflix IncNFLX/Default.aspx?mode=anote&action=redirect&id=78472812025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA5ADUALQA1ADcAMgAwADcANgA3ADQALQA4AEEAOAA1AC0ANABDADEARAAtADkAMQAwADYALQAxADgAOABCADQARgBFAEIANgBGAEUANAAuAHAAZABmAA==0Raising target price to $1,20058784727Kinder Morgan IncKMI/Default.aspx?mode=anote&action=redirect&id=78472712025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA5ADcALQA5AEQAOABGADIAQgA2AEIALQBEADQANwBCAC0ANABFADEAQgAtAEIAQgA2ADUALQBEADcAMwA5ADAAMQA2ADkAMABFADUANgAuAHAAZABmAA==0Recent share price weakness a buying opportunity59784726Charles Schwab Corp.SCHW/Default.aspx?mode=anote&action=redirect&id=78472612025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAwADAALQA5AEYANQBGAEMAQwA2ADIALQBFAEQANABDAC0ANAA2ADUARQAtADkAMQAzADgALQBFAEMARQBGADYARgAyADMAMgAyAEUAOAAuAHAAZABmAA==0Healthy 1Q for new client assets60784725Abbott LaboratoriesABT/Default.aspx?mode=anote&action=redirect&id=78472512025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAwADQALQAyAEMAOAAzADYANwBCAEQALQA4ADkAMQAzAC0ANABGAEQARAAtAEIAQgBGAEYALQBBAEIANgBCADUARgA5ADIAMQBGADYAMAAuAHAAZABmAA==0Investing earnings to drive growth61784724Unitedhealth Group IncUNH/Default.aspx?mode=anote&action=redirect&id=78472422025-04-21T06:59:09.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADIALwAwADEALQA0AEMAOABGADIAQwAzADIALQBEADkARABCAC0ANAA3AEUANwAtAEEAMwAzADIALQBEAEUARgBDAEYAMAA1AEYAOQAzADAANgAuAHAAZABmAA==-1Downgrading to HOLD62784713Taiwan Semiconductor ManufactuTSM/Default.aspx?mode=anote&action=redirect&id=78471312025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADMALQAwAEUAQgBGADMAMQA1ADAALQA5ADcAQwBEAC0ANABGADMARAAtAEEARABBAEUALQBCADYAOQAyAEUANwBDAEUARAA0ADUANAAuAHAAZABmAA==0AI driving growth, tariff uncertainty looms63784712American Express Co.AXP/Default.aspx?mode=anote&action=redirect&id=78471212025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADUALQA3AEIAQwA4ADcAMAAyADkALQA0AEMAQgA0AC0ANABBAEUAMwAtADgANwBBAEMALQA3ADIANABGAEYANgA1ADgANAAxAEEANQAuAHAAZABmAA==0Spending volume growth still healthy at 6%64784711NVIDIA CorpNVDA/Default.aspx?mode=anote&action=redirect&id=78471112025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADQALQBDAEUAQwA0ADYAQwA1ADQALQAxADYAOQA0AC0ANAAzADMAMwAtADkAOQA3ADIALQA5AEEAQgBEADQAOAA1AEEAQwBEADcARAAuAHAAZABmAA==0Reducing estimates after export restrictions65784696PNC Financial Services GroupPNC/Default.aspx?mode=anote&action=redirect&id=78469612025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADQALQA0ADEAMwAwADQAMABEADEALQA2ADkANwBFAC0ANAA0AEUAQwAtADkANQBGAEUALQA0ADMAMQA4ADEAMgBGAEEAMQBBAEQAQwAuAHAAZABmAA==0Robust net interest income guide maintained for 202566784695Fedex CorpFDX/Default.aspx?mode=anote&action=redirect&id=78469512025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADcALQBFAEQANgBDAEIAQQA1ADEALQAxADcAOQA3AC0ANAAyADAARAAtAEIAQwA1ADIALQA5ADQAMAAxADEANQAzAEEAQQAyADYAOAAuAHAAZABmAA==0Poised to deliver growth67784694Citigroup IncC/Default.aspx?mode=anote&action=redirect&id=78469412025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADUALQA2AEMAMAAyADkAOABGAEYALQAyAEUARQAwAC0ANABCAEEARQAtADgAQQBBAEYALQA1AEEANAA1ADAAMQA2ADEAMAA5AEIAOAAuAHAAZABmAA==0Buybacks to take advantage of notable discount to book value68784693Johnson & JohnsonJNJ/Default.aspx?mode=anote&action=redirect&id=78469312025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADYALQA3AEIANQAwADIAMQA3ADQALQA3AEUAMQAxAC0ANABDADUARAAtADgAOQA1ADMALQBEAEIARQA0AEMANgBGADkAMQA2AEQAQQAuAHAAZABmAA==0Strong 1Q25 results offset tariffs impact69782576U.S. Bancorp.USB/Default.aspx?mode=anote&action=redirect&id=78257612025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADIALQA2ADkAOAAyADkANAA3ADUALQBDADkAQQA3AC0ANAA5ADAANQAtAEEARAAwAEIALQAyAEYAMgBGAEQAMQAyADQAOAA0ADAANgAuAHAAZABmAA==0Positive operating leverage story continues70782575United Airlines Holdings IncUAL/Default.aspx?mode=anote&action=redirect&id=78257512025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADQALQAwADYARgAwADEAQQA3ADcALQAxADIAQQA3AC0ANAAzADEAOQAtADgAQQAzAEIALQA5AEMAMgA0ADcAOQBDADgAMwAxAEEAMQAuAHAAZABmAA==0Strong first-quarter earnings71782574Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=78257412025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADEALQA4AEIARQA2ADYANAA1ADAALQA4ADgAMABDAC0ANAA5ADEAQgAtAEIAMAAxADMALQBFADgANQA2ADEAMwBGAEQANwAxADIAMwAuAHAAZABmAA==0Recent weakness is a buying opportunity72782573ASML Holding NVASML/Default.aspx?mode=anote&action=redirect&id=78257312025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADMALQBFADcAQwA3AEUANQBCADEALQBDAEUAMABGAC0ANAA5ADUANQAtADkARgAxAEEALQBCAEMAQQAyAEEARAA1AEMARAA3ADcARgAuAHAAZABmAA==0Tariffs and trade war impact order73782557EricssonERIC/Default.aspx?mode=anote&action=redirect&id=78255722025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADIALQAzAEIARQA5ADAANABCAEIALQBBAEEAMwA5AC0ANAA0ADMAMgAtAEEAOQA0AEYALQAzADYAQgA5ADcAQQA1ADMAOQAzAEEANwAuAHAAZABmAA==0Strength in Americas ahead of tariffs74782556Bank Of America Corp.BAC/Default.aspx?mode=anote&action=redirect&id=78255612025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADEALQAwAEUARABEAEYAOQAwADkALQAzADgANQA3AC0ANAAzAEUANAAtADkAMwBCAEUALQAzAEUARgA3ADAAMwA3ADQAQgA3AEUAMwAuAHAAZABmAA==0Record net interest income guide remains for 202575782555Keurig Dr Pepper IncKDP/Default.aspx?mode=anote&action=redirect&id=78255512025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADMALQBCADAANQBFAEYANQA1AEYALQA0ADQANwA4AC0ANABDAEQARQAtADkAMAAxADgALQAzADcAMwBEADUANAAxADcAMgA4ADYARQAuAHAAZABmAA==3Launching coverage with a BUY rating and $40 target price76782551M & T Bank CorpMTB/Default.aspx?mode=anote&action=redirect&id=78255112025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADkALQAxADIANQBEADgAOQBCADIALQA4ADUANwA4AC0ANAAzAEQANwAtADgARQA1ADkALQAwAEIAMAAwADcAMQAyADUAOQAyAEUAOQAuAHAAZABmAA==0Notable increase in 1Q buybacks77782550Goldman Sachs Group, Inc.GS/Default.aspx?mode=anote&action=redirect&id=78255012025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADgALQA2AEEANQBGADQAMwA5ADQALQBBADIARgBDAC0ANAAyADgAOQAtAEEAQgA1ADEALQBEAEQANgBDAEIAOAAzADkANQBGADYAMAAuAHAAZABmAA==0Lowering target on delay in investment banking rebound78782549DuPont de Nemours IncDD/Default.aspx?mode=anote&action=redirect&id=78254912025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADcALQBCAEEAOQAxADAAQwAxADQALQAyADMARgBBAC0ANAAyAEMAQQAtAEEAMwBBAEQALQAyAEUANgBCAEIAOAA5AEUANAA2ADYAOQAuAHAAZABmAA==0Recent weakness offers buying opportunity79782548Chewy IncCHWY/Default.aspx?mode=anote&action=redirect&id=78254812025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAyADEALQBEADMARgAzADUAOABCAEIALQBGADAANAAzAC0ANAA5AEIANAAtADgAQwA3ADgALQBGADkAMgA1ADMAMAA2ADkANgBCAEUAMgAuAHAAZABmAA==0Recent weakness provides buying opportunity80782547Cintas CorporationCTAS/Default.aspx?mode=anote&action=redirect&id=78254712025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAyADAALQBDAEIAOABEADYAMQBCADkALQA2AEQARABFAC0ANABGAEQANgAtADgAQQAzADUALQA0AEYARQBFADEAOAA2ADAANABEAEIAMgAuAHAAZABmAA==0Investments in technology are meaningfully boosting margins81782530Bristol-Myers Squibb Co.BMY/Default.aspx?mode=anote&action=redirect&id=78253022025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADUALQBBADQAOABBAEEAMABFAEQALQA1AEEAOQBBAC0ANABBADIAOAAtADgAMwA5ADQALQA5ADkAMQBCAEEANwAyADgANwBCADcANgAuAHAAZABmAA==0HOLD on weak near-term outlook82782529Cava Group IncCAVA/Default.aspx?mode=anote&action=redirect&id=78252912025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADIALQBEAEEARQBCAEQANAA5AEEALQAwAEUANABDAC0ANAA1AEQAOAAtAEIAMgA2AEMALQBCAEQAOQA3AEUAOABGADIANQA3ADcARQAuAHAAZABmAA==0Recent weakness provides buying opportunity83782528Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=78252812025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADQALQBGAEQAOQAxADIARQAzADQALQA2AEUANgAzAC0ANAA1ADIAMAAtAEIARAA0ADcALQBEADcARgBDAEMANAAwADUAMQA3ADAAMAAuAHAAZABmAA==0Lowering target as recent market turmoil reduces our AUM forecasts84782527Bank of New York Mellon CorpBK/Default.aspx?mode=anote&action=redirect&id=78252712025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADMALQBGADUAQwBEADUARQAwAEUALQAzAEIAQQBCAC0ANABBAEUANQAtAEIAQwBCAEMALQBDAEIAQgA0ADAAOQAzADgARQAzADcAQwAuAHAAZABmAA==0Positive operating leverage story continues85782520Wells Fargo & Co.WFC/Default.aspx?mode=anote&action=redirect&id=78252012025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADYALQBGAEYARgA0ADQARAAxADUALQA2ADgANwA4AC0ANABFADgANQAtAEIAQwAwADgALQBEAEYAMQBCADAAQgBBADMANQAwADkANAAuAHAAZABmAA==0Progress on consent orders in 1Q86782519Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=78251922025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADkALQA4AEUAOQBBAEEANQBCAEMALQAxADQAQQBDAC0ANAA1ADgARgAtADkARgBFADcALQAxAEMAMQAxADQAOQBEADUANABEADQAQwAuAHAAZABmAA==0Looking for a better entry point87782518Owens CorningOC/Default.aspx?mode=anote&action=redirect&id=78251812025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADcALQA3ADMAMABFADcAMABBADIALQAyADQARgA1AC0ANABGAEIAMwAtADkANgBCADIALQA0ADkANgA0ADMANwA0AEMANwA2ADkANAAuAHAAZABmAA==0Poised for growth88782517CarMax IncKMX/Default.aspx?mode=anote&action=redirect&id=78251722025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADgALQA3ADMAOABGADQAMQA1AEEALQA2ADYAOQA0AC0ANABGADMAQgAtAEIAQwBDAEIALQBCAEQAOQBFAEYARgAwAEUAMQAzADYANwAuAHAAZABmAA==0Waiting for a more favorable entry point89782500Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=78250012025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADIALQA5ADAAMQA5AEQAMwA2ADMALQA2ADAANgAwAC0ANAAzAEIAQwAtADgAMQA3ADIALQAwADYAQwAzAEYAMwBBAEMAOAAzADgAOAAuAHAAZABmAA==0Strong industrial growth following 2-for-1 stock split90782499Morgan StanleyMS/Default.aspx?mode=anote&action=redirect&id=78249912025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADUALQA0ADgAQgBDADcARABGAEEALQA3AEQANQAwAC0ANAAxADUAMAAtAEIANQA2ADEALQBBADAANAA1ADQAMAA2ADcANwBFAEQARgAuAHAAZABmAA==0Lowering target as tariff/trade policy adds to earnings uncertainty91782498Hasbro, Inc.HAS/Default.aspx?mode=anote&action=redirect&id=78249812025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADQALQA0ADgAMQA5AEMAMQA3ADUALQBCADYANgAzAC0ANABDAEMAOQAtAEEAMQA0ADYALQA3ADgAQwAwADcAQQA4AEYAMgAwADYARAAuAHAAZABmAA==0Recent weakness provides buying opportunity92782497Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=78249722025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADMALQBGADMAQwA4AEEAMgA0AEEALQBGADcANAA0AC0ANAAwAEEAQQAtADgAQgBGAEIALQBDADQARgBBADgANwAyADcAQgBGADAAMQAuAHAAZABmAA==-1Downgrading to HOLD93782490JPMorgan Chase & Co.JPM/Default.aspx?mode=anote&action=redirect&id=78249012025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA2ADEALQA1ADYAMwBBAEIAOQA5AEMALQAxADUANwAzAC0ANAAyADUARQAtAEIARAAyADkALQA4AEIANAA1ADQAMAAwADAANQAyADMAMwAuAHAAZABmAA==0Surging trading revenues help with 1Q EPS beat94782489General Mills, Inc.GIS/Default.aspx?mode=anote&action=redirect&id=78248922025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA2ADAALQBFADUANQA0ADUANgAxAEQALQBCADYAQQBBAC0ANAA5ADEANQAtADkAMQBCAEQALQBGADQAMQBDAEQARABGADcARgBBAEQAMwAuAHAAZABmAA==0Looking for more favorable entry point95782488Old Dominion Freight Line, IncODFL/Default.aspx?mode=anote&action=redirect&id=78248822025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA1ADgALQBBAEEAQgAwAEIARAAyAEEALQA3ADcAMAA1AC0ANAAwAEIARQAtADkANwBFADYALQA2ADEAQQBCAEIANQBGAEMAMQA5ADIAQgAuAHAAZABmAA==0Industry challenges continue96782487Constellation Brands IncSTZ/Default.aspx?mode=anote&action=redirect&id=78248722025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA1ADkALQBGAEYAQgBDAEMAMAA4AEIALQA2ADkARQBFAC0ANAA4ADAARQAtAEEARABEAEMALQA5ADUAOAA2AEEAMAA3ADcAQwBDAEYANAAuAHAAZABmAA==0Strong earnings, weak guidance97782473KB HomeKBH/Default.aspx?mode=anote&action=redirect&id=78247322025-04-11T06:35:55.453aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA0ADUALQBEAEUAMwBCADEANgAzADIALQBGAEUANAA3AC0ANABEAEEANwAtADgAQQA1AEUALQBFAEIANgA2AEMAMAA1ADkANQAzAEMAQQAuAHAAZABmAA==0Reducing FY25 and FY26 estimates98782472OGE Energy Corp.OGE/Default.aspx?mode=anote&action=redirect&id=78247212025-04-11T06:35:55.453aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA0ADQALQA1ADkAMQBDADUAOQA3ADIALQBFADQANgBBAC0ANAAyAEEAOAAtADkAMwBBADQALQA2ADEARgA2AEQAOQA3ADQAOAA4ADYANAAuAHAAZABmAA==1Upgrading to BUY99782468Pinnacle West Capital Corp.PNW/Default.aspx?mode=anote&action=redirect&id=78246812025-04-10T13:42:16.167aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAzADkALQBEADUANABFAEUARQAyADAALQBCADQARABEAC0ANAA5ADcAMAAtAEEAQQAwADEALQBCAEYAMQA1ADkARABBAEYARAA5AEUAOQAuAHAAZABmAA==0Growth potential from semiconductor industry100

[DailySpotlight_XML,getXMLs]

Latest Research

Company Notes Daily Reports Periodicals

{ticker} - {security_name}

{update:this.formatDateShort}

{title} - {publicationtype} {date:this.formatDateShort}

. . .

{title} Download

Argus Fundamental
Universe Of Coverage

Detail View

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

{ticker} - {name}

{notedate:this.formatDateShort}

{industry}

${price}

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

{text}

55 -1 home 4/26/2025 1:22:29 AM

Daily Spotlight

Market Watch 2025-04-25T07:04:36.647

View the report

The Case for Innovation

Innovation may be hard to define. But to borrow from former U.S. Supreme Court Justice Potter Stewart, you know it when you see it. The United States economy is full of innovation. It has to be. Manufacturing industries that dominated the economy decades ago - textiles, televisions, even automobiles to a large degree - have moved overseas, where labor and materials costs are lower. Yet the U.S. economy, even during the pandemic and the recent period of high inflation, has expanded to record levels. If U.S. corporations weren't innovating, creating new products (such as AI) and services (such as Uber), as well as moving into new markets (clean energy, organic food, rare drugs), the domestic economy would not be growing, and capital would not be flooding into the country. A couple of statistics should help illustrate our point. Consider that U.S. GDP was approximately $1 trillion in 1930 and was almost $30 trillion at the end of 2024.That's growth of 30-times. Meanwhile, the U.S. population has grown less than 3-times during that time span, to 340 million from 120 million. The delta between GDP growth and population growth has been driven, in large part, by innovation. In addition, the value of listed corporations on U.S. stock exchanges at the end of 2024 was approximately $60 trillion, according to SIFMA, representing 48% of global equity market capitalization, while U.S. GDP represented only 26% of global GDP in purchasing power parity terms. The current above-average level of the U.S. dollar relative to currencies around the world attests to the confidence that global investors have in the durable and innovative U.S. economy. If U.S. corporations weren't innovating, creating new products (such as AI) and services (such as Uber), as well as moving into new markets (clean energy, organic food, rare drugs), the domestic economy would not be growing, and capital would not be flooding into the country. A couple of statistics should help illustrate our point. Consider that U.S. GDP was approximately $1 trillion in 1930 and was almost $30 trillion at the end of 2024.That's growth of 30-times. Meanwhile, the U.S. population has grown less than 3-times during that time span, to 340 million from 120 million. The delta between GDP growth and population growth has been driven, in large part, by innovation. In addition, the value of listed corporations on U.S. stock exchanges at the end of 2024 was approximately $60 trillion, according to SIFMA, representing 48% of global equity market capitalization, while U.S. GDP represented only 26% of global GDP in purchasing power parity terms. The current above-average level of the U.S. dollar relative to currencies around the world attests to the confidence that global investors have in the durable and innovative U.S. economy.

Argus Fundamental
Universe Of Coverage

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.

01/29/2025

Industrial

$138.88

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$129.38

ABBV - ABBVIE INC

02/03/2025

Healthcare

$180.37

ANF - ABERCROMBIE & FITCH CO.

04/21/2025

Consumer Discretionary

$73.07

ACN - ACCENTURE PLC

03/24/2025

Information Technology

$291.41

ADBE - ADOBE INC

03/24/2025

Information Technology

$360.91

ADTN - ADTRAN HOLDINGS INC

02/28/2025

Information Technology

$7.71

AAP - ADVANCE AUTO PARTS INC

02/27/2025

Consumer Discretionary

$32.94

AMD - ADVANCED MICRO DEVICES INC.

02/06/2025

Information Technology

$94.47

ACM - AECOM

02/04/2025

Industrial

$97.65

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Christine Dooley

4/21/2025

View

Weekly Stock List: Tax-Loss Candidates

John Eade

4/14/2025

View

Weekly Stock List: Global Dividend Investing

John Eade

4/7/2025

View

Weekly Stock List: Ranking the Magnificent 7

Jim Kelleher, CFA

3/31/2025

View

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

David Toung

3/24/2025

View

more...

News & Media

Argus Updates Sponsored Research Coverage 04/17/2025
Argus Sponsored Research Reports Heartcore Enterprises Inc (NasdaqCM: HTCR)

Webinar Announcement - Communication Services Disruptors. 05/07/2025

PDF icon Webinar Info

Argus Updates Sponsored Research Coverage 04/10/2025
Argus Sponsored Research Reports Ambow Education Holding Ltd. (NYSEAM: AMBO)

Argus Updates Sponsored Research Coverage 04/08/2025
Argus Sponsored Research Reports Cheche Group, Inc. (NasdaqCM: CCG)

Argus Performance - 04/02/2025

PDF icon Argus Research Releases 1Q 2025 Performance Data

Argus Initiates Sponsored Research Coverage 04/02/2025
Argus Sponsored Research Reports Golden Matrix Group Inc (NasdaqGM: GMGI)

Webinar Announcement - Investment Themes for 2025 . 04/02/2025

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 04/01/2025
Argus Sponsored Research Reports Enerpac Tool Group Corp. (NYSE: EPAC)

Argus Updates Sponsored Research Coverage 03/26/2025
Argus Sponsored Research Reports Lands's End, Inc. (NasdaqGM: LE)

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

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

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

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

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

PDF icon Webinar Info

PDF icon Webinar Slides

Argus in the News 02/28/2025
Argus’ Jim Kelleher on DELL SchwabNetwork.com

Argus in the News 02/13/2025
Argus’ Kevin Heal on Interest Rates Moneytalk

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

PDF icon Webinar Slides

Argus Annual Performance Review 01/31/2025

PDF icon Argus Quality Study

Argus Whitepaper on Activist Investing 01/31/2025

PDF icon Argus Whitepaper on Activist Investing

Argus Updates Sponsored Research Coverage 01/31/2025
Argus Sponsored Research Reports TH International Limited (NasdaqCM: THCH)

Argus Performance - 01/28/2025

PDF icon Argus Research Releases 4Q 2024 Performance Data

Argus in the News 01/27/2025
Reuters Argus’ Stephen Biggar on American Express earnings Schwab Network

Argus in the News 01/22/2025
Reuters Argus’ Kevin Heal on Regional Bank Earnings Bloomberg

Argus in the News 01/16/2025
Reuters Argus’ Stephen Biggar on bank earnings Reuters

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

Argus Initiates Sponsored Research Coverage 01/14/2025
Argus Sponsored Research Reports Kandi Technologies Group Inc (NasdaqGS: KNDI)

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

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 01/07/2025
Argus Sponsored Research Reports Enerpac Tool Group Corp. (NYSE: EPAC)

Argus Updates Sponsored Research Coverage 12/17/2024
Argus Sponsored Research Reports Lands's End, Inc. (NasdaqGM: LE)

Argus Updates Sponsored Research Coverage 12/13/2024
Argus Sponsored Research Reports Heartcore Enterprises Inc (NasdaqCM: HTCR)

Argus Initiates Sponsored Research Coverage 12/12/2024
Adobe PDF icon Flexshopper, Inc. (NasdaqCM: FPAY) - 12/12/2024 - Initiation Report

Argus Updates Sponsored Research Coverage 12/12/2024
Argus Sponsored Research Reports Build-A-Bear Workshop, Inc (NYSE: BBW)

Argus Updates Sponsored Research Coverage 12/10/2024
Argus Sponsored Research Reports Cheche Group, Inc. (NasdaqCM: CCG)

Webinar Announcement - Argus Research 2025 Outlook. 12/04/2024

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 12/04/2024
Argus Sponsored Research Reports ASBISc Enterprises Plc (WSE: ASB)

Argus in the News 11/26/2024
Schwab Network Argus’ Stephen Biggar on payment companies SchwabNetwork.com

Argus Updates Sponsored Research Coverage 11/26/2024
Argus Sponsored Research Reports Bristow Group Inc. (NYSE: VTOL)

Argus Updates Sponsored Research Coverage 11/22/2024
Argus Sponsored Research Reports OTC Markets Group Inc (OTCQX:OTCM)

Argus Initiates Sponsored Research Coverage 11/20/2024
Argus Sponsored Research Reports Enerpac Tool Group Corp. (NYSE: EPAC)

Argus in the News 11/14/2024
Schwab Network Joe Bonner on Palantir (PLTR) Bloomberg Yahoo Finance

Argus in the News 11/11/2024
Schwab Network Joe Bonner on Palantir (PLTR) SchwabNetwork.com

Webinar Announcement - Financial Services Sector Outlook. . 11/06/2024

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 11/1/2024
Argus Sponsored Research Reports Travelzoo (NasdaqGS: TZOO)

Argus in the News 10/23/2024
Yahoo Finance Jasper Hellweg quoted on Eli Lilly’s New Alzheimer’s drug Kisunla Time Square Investment Journal

Argus in the News 10/17/2024
Yahoo Finance John Eade disscusses how US election could impact the markets MONEYTALK podcast

Argus in the News 10/16/2024
Yahoo Finance Argus’ Stephen Biggar on bank loss reserves Marketplace Radio podcast

Argus in the News 10/15/2024
Yahoo Finance Argus’ Stephen Biggar on the 'Better Picture' Ahead for Banking Stocks SchwabNetwork.com

Argus in the News 10/7/2024
Argus’ Stephen Biggar on 3Q bank earnings Yahoo Finance

Webinar - The Election: Scenarios and Sector Outlook. 10/02/2024

PDF icon Webinar Slides

Argus in the News 9/26/2024
Schwab Network Argus’ Stephen Biggar on Visa SchwabNetwork.com

Argus Updates Sponsored Research Coverage 9/24/2024
Argus Sponsored Research Reports SS Innovations International, Inc. (OTC Pink: SSII)

Argus in the News 9/20/2024
Schwab Network Argus’ Joe Bonner on CrowdStrike (CRWD) SchwabNetwork.com

Argus Updates Sponsored Research Coverage 9/17/2024
Argus Sponsored Research Reports QuantaSing Group Ltd. (NasdaqGM: QSG)

Argus in the News 9/16/2024
Schwab Network Argus’ Stephen Biggar on Banks SchwabNetwork.com

Argus in the News 9/12/2024
David Toung discusses opportunity in healthcare stocks Money Talk

Argus Updates Sponsored Research Coverage 9/12/2024
Argus Sponsored Research Reports Lands's End, Inc. (NasdaqGM: LE)

Argus Updates Sponsored Research Coverage 9/06/2024
Argus Sponsored Research Reports TH International Limited (NasdaqCM: THCH) - 9/06/2024

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

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

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 9/04/2024
Argus Sponsored Research Reports Build-A-Bear Workshop, Inc (NYSE: BBW)

Argus in the News 8/28/2024
Schwab Network Argus’ Joe Bonner on Tech Earnings Preview: CRM, CRWD, MDB SchwabNetwork.com

Argus Updates Sponsored Research Coverage 8/23/2024
Argus Sponsored Research Reports OTC Markets Group Inc (OTCQX:OTCM)

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

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

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

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 8/6/2024
Argus Sponsored Research Reports Travelzoo (NasdaqGS: TZOO)

Argus in the News 8/6/2024
Money Talk Argus’ Joe Bonner on PLTR EPS SchwabNetwork.com

New Portfolio Update

The Argus Innovation Model Portfolio

The United States economy is full of innovation. It has to be. Manufacturing industries that dominated the economy decades ago – textiles, televisions, even automobiles to a large degree – have moved overseas, where labor and materials costs are lower. Yet the U.S. economy, even during the pandemic and the recent period of high inflation, has expanded to record levels. If U.S. corporations weren’t innovating, creating new products (such as AI and vaccines) and services (such as Zoom calls and Netflix), as well as moving into new markets (clean energy, rare drugs), the domestic economy would not be growing, and capital would not be flooding into the country. Consider that U.S. GDP was approximately $1 trillion in 1930 but was almost $30 trillion at the end of 2024. That’s growth of 30-times. Meanwhile, the U.S. population has grown less than 3-times during that time span, to 340 million from 120 million. The delta between GDP growth and population growth has been driven, in large part, by innovation.

Market View

Stocks Mixed at Midday

After three days of solid upward movement, stocks are waffling at midday on Friday, with the Dow Jones Industrial Average lower, the S&P 500 around breakeven, and the Nasdaq in the green, albeit by only 0.4% as of this writing. The Nasdaq is being helped by a generally good earnings report from Alphabet, offset a tad by a weak outlook from Intel. Still, tariff anxiety continues to loom in the background and the future of the U.S. economy appears to be very much on the mind of the average investor. The University of Michigan reported that its reading on consumer sentiment has improved to 52.2 from 50.8 earlier this month. But the final result is still among the weakest readings in almost three years and overall sentiment has fallen for four consecutive months.

Stocks headed higher today include Liberty Broadband (LBRDK, up 11%), Charter Communications (CHTR, up 11%), Encompass Health (EHC, up 10%), and VeriSign (VRSN, up 9%). Stocks falling today include Saia Inc. (SAIA, down 28%), Avantor (AVTR, down 19%), AppFolio (APPF, down 15%), and Kinsale Capital (KNSL, down 15%). The S&P 500 is up 0.01%, the Dow is down 0.65%, the Nasdaq is up 0.22%, and the Russell 2000 is down 0.68%. Industries trading higher today include: Automobiles, Media, and Semiconductor & Semiconductor Equipment. Industries trading lower today include: Metals & Mining, Insurance, and Beverages. The VIX is down 0.75 at 25.72 after closing yesterday at 26.47. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 15,079 contracts of the May 2 114 call, changing hands. The put/call ratio is 0.75 (1,613,026)/(2,159,443). NYSE Adv/Dec (1023/1678). Nasdaq Adv/Dec (1646/2460). [Argus Research, various news and data sources]

The S&P 500 is up 0.01%, the Dow is down 0.65%, the Nasdaq is up 0.22%, and the Russell 2000 is down 0.68%.

Industries trading higher today include: Automobiles, Media, and Semiconductor & Semiconductor Equipment. Industries trading lower today include: Metals & Mining, Insurance, and Beverages.

The VIX is down 0.75 at 25.72 after closing yesterday at 26.47. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 15,079 contracts of the May 2 114 call, changing hands. The put/call ratio is 0.75 (1,613,026)/(2,159,443).

NYSE Adv/Dec (1023/1678). Nasdaq Adv/Dec (1646/2460).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 04/21/2025

Outlook for 2025: Tariff Uncertainty

The market response to President Trump’s “Liberation Day” tariff announcements on April 2, 2025, has been severe. Heading into Liberation Day, the S&P 500 was already down 8% from the all-time highs set in mid-February. Indeed, the first three months of the year balanced a wave of enthusiasm regarding potential de-regulation and lower taxes with growing concern regarding still-coalescing trade policy. ... more

Latest Research

Argus Fundamental
Universe Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

The Case for Innovation

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Tax-Loss Candidates

Weekly Stock List: Global Dividend Investing

Weekly Stock List: Ranking the Magnificent 7

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

News & Media

New Portfolio Update

The Argus Innovation Model Portfolio

Market View

Stocks Mixed at Midday

Weekly Economic Commentary

Outlook for 2025: Tariff Uncertainty

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

The Case for Innovation

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Tax-Loss Candidates

Weekly Stock List: Global Dividend Investing

Weekly Stock List: Ranking the Magnificent 7

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

News & Media

New Portfolio Update

The Argus Innovation Model Portfolio

Market View

Stocks Mixed at Midday

Weekly Economic Commentary

Outlook for 2025: Tariff Uncertainty

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes