302260100trueLoaded Data393222Lions Gate Entertainment Corp.LGF/A/Default.aspx?mode=anote&action=redirect&id=39322222021-12-03T12:25:45.4930Maintaining HOLD after fiscal 2Q22 results 1393221Amerisource Bergen Corp.ABC/Default.aspx?mode=anote&action=redirect&id=39322112021-12-03T12:25:45.4930Reaffirming BUY and $140 target 2393211TEGNA IncTGNA/Default.aspx?mode=anote&action=redirect&id=39321112021-12-03T06:41:59.957aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADUALwA1ADMALQBDAEQAQgBGADkARABDADcALQA3ADMARQBEAC0ANAA4ADEANAAtAEIAOQAzADgALQA4AEIANgBEADcAOQA5ADYANgAzADIAOAAuAHAAZABmAA==0Maintaining BUY rating following 3Q results 3393210Nordstrom, Inc.JWN/Default.aspx?mode=anote&action=redirect&id=39321022021-12-03T06:41:59.957aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADUALwA1ADEALQA2ADcANAA2ADAAQgBDAEIALQBDADcARQA1AC0ANAAxADgANAAtADgAQgAyADUALQA3ADIAQQA2AEQANgA1ADEANwA2ADgANQAuAHAAZABmAA==0Maintaining HOLD following fiscal 3Q results 4393209AECOMACM/Default.aspx?mode=anote&action=redirect&id=39320912021-12-03T06:41:59.957aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADUALwA1ADIALQBCAEMANgBBADQANgBCADkALQAyADYARAAxAC0ANABGADcANwAtAEEAQgA3AEUALQBGADcANAA3AEIANgAzADgAMgAwAEQAOQAuAHAAZABmAA==0Raising EPS estimates amid business model transition 5391095DTE Energy Co.DTE/Default.aspx?mode=anote&action=redirect&id=39109512021-12-02T13:20:15.647aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA2ADUALQAxAEEAOQAwADYAMgBFADEALQBCADcAOAAzAC0ANAA5ADYARgAtAEIAMwBFAEYALQBGADYAOAAwADIAMQBBADEAMwA1ADQARgAuAHAAZABmAA==0Reaffirming BUY with $130 target 6391094Pepsico Inc.PEP/Default.aspx?mode=anote&action=redirect&id=39109412021-12-02T13:20:15.647aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA2ADYALQAzAEIAMABEADEANQA0ADAALQBGADgARAA3AC0ANAA3ADkAQwAtADgANwBEADcALQA4ADcANgA3ADQAMAAzADgAQgBFAEYAOQAuAHAAZABmAA==0Raising target price to $180 7391093Dicks Sporting Goods, Inc.DKS/Default.aspx?mode=anote&action=redirect&id=39109312021-12-02T13:20:15.647aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA2ADMALQA4AEEAQwA2ADkARABFADUALQAyADUAMgBDAC0ANABEADkAOQAtADkARQBGADkALQBFAEMANgBBAEEAQwAwADUARgA4AEYAQwAuAHAAZABmAA==0Raising target to $150 from $145 8391092Salesforce.com IncCRM/Default.aspx?mode=anote&action=redirect&id=39109212021-12-02T13:20:15.647aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA2ADQALQBGADAAMQA1ADgAOAAxAEIALQA1ADIAQgBDAC0ANABBADAARQAtAEEAMABGADQALQAxAEUAMAA0ADcAQgAzADAANQAyADkAQwAuAHAAZABmAA==0Maintaining BUY after fiscal third-quarter results 9391082J.M. Smucker Co.SJM/Default.aspx?mode=anote&action=redirect&id=39108222021-12-02T07:13:55.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA0ADQALQBBAEEAOAA1ADkAMwA1ADAALQBCADMARgBFAC0ANABFAEMARQAtAEEARgBGADYALQBDAEUANwBGADQANABGADUARABDADcAOQAuAHAAZABmAA==0Reiterating HOLD on near-term challenges 10391081NetApp IncNTAP/Default.aspx?mode=anote&action=redirect&id=39108122021-12-02T07:13:55.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA0ADUALQAzADkARQAzADUAOQA1AEEALQBDAEQANAA5AC0ANABGAEYAOQAtADkAOQBDAEMALQA2ADcAQgA0ADYARAAxADkAMwA4ADIANAAuAHAAZABmAA==0Software strong, component costs weigh 11391075Kohl`s Corp.KSS/Default.aspx?mode=anote&action=redirect&id=39107522021-12-01T13:12:24.063aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAzADkALQAzADYARQA3ADMAOABCADIALQAwAEUAMgAwAC0ANABFAEIAOQAtAEEAMwA5ADcALQBEADMANABBADkARQAxADcANwBEADAAOAAuAHAAZABmAA==0Raising FY22 and FY23 estimates 12391074Fox CorporationFOXA/Default.aspx?mode=anote&action=redirect&id=39107422021-12-01T13:12:24.063aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA0ADEALQBCADgANQAwAEIAMgBFAEEALQA4ADkAMgAyAC0ANAAxAEMANAAtADkANwBBAEQALQAwADYAQQA5ADEAQQAyAEIAMgA3AEIAQQAuAHAAZABmAA==0Maintaining HOLD after fiscal 1Q22 results 13391073Hewlett Packard Enterprise CoHPE/Default.aspx?mode=anote&action=redirect&id=39107322021-12-01T13:12:24.063aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwA0ADAALQBGADMAMgAzADMANQAzADgALQBEAEYAQwA0AC0ANAA4ADQAOAAtADgAMwBDADYALQA5ADUAQQBBADEANQBGADEAMABBADAANgAuAHAAZABmAA==0Edge-to-cloud strategy; reiterating HOLD 14391061CMS Energy CorporationCMS/Default.aspx?mode=anote&action=redirect&id=39106112021-12-01T06:54:52.053aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAyADAALQAwADEANgA0ADIARQBGADkALQAxAEQANABDAC0ANABEADEANAAtAEIAMABGADEALQA3AEEANwBFAEUANwAyADUAQQAzADEAOQAuAHAAZABmAA==0Reiterating BUY 15391060Lululemon Athletica inc.LULU/Default.aspx?mode=anote&action=redirect&id=39106012021-12-01T06:54:52.053aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAyADEALQA4ADMANgA2AEMAMAAwAEYALQAzADQAOABFAC0ANABBADQANgAtADkARQA2AEMALQA0ADAARgBBAEQAQQA5ADgAOQAzADIAMgAuAHAAZABmAA==0Raising target to $530 16391054United Therapeutics CorpUTHR/Default.aspx?mode=anote&action=redirect&id=39105412021-11-30T12:30:47.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAxADQALQBGADYARgA2AEUAMQAyAEUALQA0ADkANQBBAC0ANAA5ADgANwAtAEIAQQBDADEALQBFADEAQgA0ADQARgBEAEEAOABEADIANgAuAHAAZABmAA==0Boosting estimates following strong third quarter 17391053Macy`s IncM/Default.aspx?mode=anote&action=redirect&id=39105322021-11-30T12:30:47.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAxADIALQBFADUANwBDADIAOQBDAEYALQAyADIAQQBDAC0ANAA1ADcAMwAtADkAMQAwAEEALQBEAEIARQBDAEYARQAxADAARQA5ADIAOAAuAHAAZABmAA==0Raising FY22 and FY23 estimates 18391052Autodesk Inc.ADSK/Default.aspx?mode=anote&action=redirect&id=39105212021-11-30T12:30:47.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAxADMALQBDAEQANQBGADYAMgBCAEYALQBDAEQAQQBFAC0ANAAxAEYAMwAtAEEAQwBCADMALQAzADIARgA5ADEAQgBBADEAQwBDADkAQQAuAHAAZABmAA==0Maintaining BUY after fiscal 3Q results 19391051AstraZeneca PLCAZN/Default.aspx?mode=anote&action=redirect&id=39105122021-11-30T12:30:47.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAyADAALwAxADUALQBGADEAQwA4AEEAMQBFADEALQBEADIAQwBBAC0ANAA2ADUAMAAtADgANwAxADMALQBBADUARgBDAEIAMQBBAEMANgBBADcANQAuAHAAZABmAA==0Reaffirming HOLD following 3Q results 20391039Ameren Corp.AEE/Default.aspx?mode=anote&action=redirect&id=39103912021-11-30T07:10:41.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA5ADEALQBGADEANQAxAEQAQQA1ADIALQA3AEIAQQAwAC0ANABFADYAOQAtADkANwAwAEIALQBBADQAMgA2AEMAMwBBAEIAOQA1AEQAQQAuAHAAZABmAA==0Recent weakness offers buying opportunity 21391038Healthpeak Properties IncPEAK/Default.aspx?mode=anote&action=redirect&id=39103812021-11-30T07:10:41.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA5ADAALQAzAEIAOQBDADAAQwAyAEEALQBBADcARABFAC0ANAAyADAAOAAtADgAMgAxADMALQAyAEYAMgAxADUAMAA4AEIANwA4ADgANwAuAHAAZABmAA==0Reiterating BUY on top healthcare REIT 22391037Colfax CorpCFX/Default.aspx?mode=anote&action=redirect&id=39103712021-11-30T07:10:41.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA5ADMALQBBADAANABDADcAQQAxAEIALQA2ADQAQQAxAC0ANABGADUARQAtAEEAMwA1ADkALQA3ADYARgA0AEYANAAyADkAMwAyADgAOAAuAHAAZABmAA==0Recent weakness offers buying opportunity 23391036Central Garden & Pet Co.CENT/Default.aspx?mode=anote&action=redirect&id=39103622021-11-30T07:10:41.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA5ADIALQBEADIAOQA0AEQANwA3ADQALQBDADgANQBBAC0ANAAxADIAQgAtADkAOQBBADgALQA2AEYANQA2ADEAOQBEADUAOABEAEIANgAuAHAAZABmAA==-1Downgrading to HOLD 24391027Foot Locker IncFL/Default.aspx?mode=anote&action=redirect&id=39102712021-11-29T12:22:39.187aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA3ADcALQA1AEMANgAzAEYANQA4AEYALQAwAEYANAA3AC0ANAA1AEYAMwAtAEEAQwA5ADUALQAxAEIAQwAxADkAQwA1ADQAOQA1ADkARQAuAHAAZABmAA==0Reaffirming BUY following 3Q results 25391015Nisource Inc. (Holding Co.)NI/Default.aspx?mode=anote&action=redirect&id=39101512021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA1ADcALQAyADQAQgBDADUAMAAyADcALQA0ADUANQBBAC0ANABCAEEAOQAtADgARQA1AEUALQBGADQAQQBDADkAQgBFADYAOQBFAEQAQQAuAHAAZABmAA==0Attractive yield in low rate environment 26391014Omnicom Group, Inc.OMC/Default.aspx?mode=anote&action=redirect&id=39101422021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA2ADIALQAwAEEARQA4AEIAQgAwADYALQBGAEYAOQAxAC0ANAA2ADgAQgAtAEIAQQAyADAALQBGADkAQgA3AEYARAAwADEAMgA5ADAAMwAuAHAAZABmAA==0Looking for more favorable entry point 27391013Helmerich & Payne, Inc.HP/Default.aspx?mode=anote&action=redirect&id=39101322021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA1ADgALQBDADAANQA2AEIARgA0AEQALQBBADAAMABDAC0ANABEAEYARAAtAEIANAA0ADAALQBFAEEARgA5AEEARgAxADMAQgBFAEIANwAuAHAAZABmAA==0Maintaining HOLD following fiscal 4Q21 results 28391012Deere & Co.DE/Default.aspx?mode=anote&action=redirect&id=39101212021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA1ADkALQA0AEQANwA2AEEAMQBFADEALQAxADAAMgBGAC0ANAAzADMAMwAtAEEAMwBCAEUALQA2ADUARgAzADQANAA4AEUAMwA2ADMAQwAuAHAAZABmAA==0Recent weakness offers buying opportunity 29391011Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=39101122021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA2ADAALQAyADEANQBDAEUANQBCADcALQA0ADQANwBEAC0ANAAwADgARQAtADkAOQA3AEMALQBEADEAMgA4AEUAOQA4ADgANgBFADUANgAuAHAAZABmAA==0Reiterating HOLD following fiscal 1Q results 30391010Dell Technologies IncDELL/Default.aspx?mode=anote&action=redirect&id=39101012021-11-29T07:05:45.590aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAxADkALwA2ADEALQA5ADUARQBDADQANQA3ADUALQAwADMANQBGAC0ANABCADYARgAtAEIARQAxADYALQBBAEQAQwA3AEMANwAxADUAQgA0ADgAQwAuAHAAZABmAA==0Record quarter, VMware disposition 31390993Jacobs Engineering Group, Inc.J/Default.aspx?mode=anote&action=redirect&id=39099312021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADUALQA3ADYARgAxADYAOAA0ADcALQBFAEQAQQA3AC0ANAA4ADIANwAtADgARQBFAEEALQA1AEYAQQAzADgAMgBFAEYAMABDAEQAMwAuAHAAZABmAA==0Boosting estimates and target following strong fiscal 4Q 32390992Simon Property Group, Inc.SPG/Default.aspx?mode=anote&action=redirect&id=39099212021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADcALQAyAEEANQBDADAAMwBGADQALQBEAEEARABBAC0ANAAyAEIANgAtAEIAQgBCADMALQBFADgARgBBAEQARgA4ADIANgA1AEYAMQAuAHAAZABmAA==0Raising target to $180 33390991HP IncHPQ/Default.aspx?mode=anote&action=redirect&id=39099112021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADYALQA1ADMANgBFADkARABFADkALQBBADEAOABEAC0ANABEAEEAQgAtAEIAQwA5ADAALQBEADUAQQA2ADcAQgBEADgANgBCADkAOQAuAHAAZABmAA==0Unanticipated PC surge; reiterating BUY 34390990Vontier CorpVNT/Default.aspx?mode=anote&action=redirect&id=39099012021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADgALQBDAEIARQBGAEMARgBGADEALQAwADEARQA3AC0ANABGADcANgAtADkAQQA5AEIALQAxADUAQQAwADUAOQBFADIANgBDADkAMwAuAHAAZABmAA==0Value opportunity 35390989TJX Companies, Inc.TJX/Default.aspx?mode=anote&action=redirect&id=39098912021-11-26T07:11:32.633aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADYALwAwADEALwAxADQALQBDADAANABEAEIARAAyAEEALQBCADMANQA3AC0ANAAwADkAMQAtADkAQwA4ADMALQA0ADYANAAxAEQAMwBDADUAQQBCAEEARAAuAHAAZABmAA==0Lifting target to $88 from $86 36388875Zoom Video Communications IncZM/Default.aspx?mode=anote&action=redirect&id=38887512021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADcALQA0ADgANwAxADkAMQA3AEUALQA3AEMARQBFAC0ANAAyAEYANQAtADkANgAwADcALQA0ADgAMwA0ADAANgBBAEYAOAAyADYANwAuAHAAZABmAA==0Maintaining BUY after solid fiscal third quarter 37388874Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=38887412021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADYALQAzADIANQAwADEANgA3AEYALQA2ADgAMQBGAC0ANABDADcANQAtADgAOQA3AEQALQBGAEYAQQBFAEUAQwAwAEMAMwBDADIAQQAuAHAAZABmAA==0Reaffirming BUY following 3Q results 38388873Analog Devices Inc.ADI/Default.aspx?mode=anote&action=redirect&id=38887312021-11-24T13:19:28.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAxADUALQA5ADEAOQAzADMANgBGAEQALQA2AEMARQA3AC0ANABEADYAOQAtADgAQgA4ADAALQAzADUAMQAzADgARQBFAEIARgBFADMAMgAuAHAAZABmAA==0Exceeds higher guidance; favorable FY22 outlook 39388862Southwest Gas Holdings IncSWX/Default.aspx?mode=anote&action=redirect&id=38886222021-11-24T07:13:04.317aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAwADEALQA3AEYANQBGADkAMQBDADgALQAxADcANQAwAC0ANAA1ADcAQgAtAEEAMQA1ADAALQA5ADkANAAwADYAQQBFADYAQgAwADEANAAuAHAAZABmAA==0Looking for favorable entry point 40388861Alibaba Group Holding LtdBABA/Default.aspx?mode=anote&action=redirect&id=38886122021-11-24T07:13:04.317aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADQALwAwADAALQA3ADMAMQA5ADEAOAAwADAALQBGADcAOAAwAC0ANABEADgAMwAtAEIAMgAyAEYALQAzAEQANgBDADgANwBGAEUAQwAzADUAMgAuAHAAZABmAA==-1Lowering to HOLD amid competitive, political pressures 41388855Universal Technical InstituteUTI/Default.aspx?mode=anote&action=redirect&id=38885522021-11-23T13:33:12.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA5ADYALQAxAEUAMwA2ADMAQwBBAEQALQA2ADIAOQAyAC0ANABBADIAQQAtAEEAOAAxADIALQA5ADEANwAwADgAQwBFADkAOABEADUAMwAuAHAAZABmAA==0Maintaining HOLD 42388854Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=38885412021-11-23T13:33:12.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA5ADcALQAyADIAQQAyADAAQQAxADQALQAyAEYARgBBAC0ANAAyADIAQwAtADkANAAzADQALQBEAEQANgAwADkAOABEAEQANAA3ADgAMAAuAHAAZABmAA==0Raising target to $300 from $295 43388844New Jersey ReSrcs CorporatioNJR/Default.aspx?mode=anote&action=redirect&id=38884412021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADUALQAwADEANQBBAEMAQwA1ADMALQBEADYARgAwAC0ANABGAEEAMgAtADkAMwAxADYALQBEADAARABEADkAMwA1ADYARQAxADQAOAAuAHAAZABmAA==0Attractive yield in low-rate environment 44388843UWM Holdings CorporationUWMC/Default.aspx?mode=anote&action=redirect&id=38884312021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADgALQAxAEMAMQBCAEIAOQA4ADkALQA3AEQAMgAzAC0ANABEAEQARgAtADgAMABCADEALQAwADUAMAA2ADkARABGADkANwBDAEIAMQAuAHAAZABmAA==0Reiterating BUY following 3Q results 45388842Palo Alto Networks IncPANW/Default.aspx?mode=anote&action=redirect&id=38884212021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADYALQAwADgAMQBBADcANgBCADUALQBBADYAOQA1AC0ANAA5AEMARQAtAEIARAAxAEQALQA5ADAAMgAxADEAOQAxADgARAAxADYAQwAuAHAAZABmAA==0Raising target price to $620 46388841Zimmer Biomet Holdings IncZBH/Default.aspx?mode=anote&action=redirect&id=38884122021-11-23T07:15:36.693aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA4ADcALQAzAEEAQwA4ADkANAAyAEIALQBCADEANABDAC0ANAAzADEANQAtAEIAQwBFAEUALQAyAEMAOAAzADMANgA2ADMAMQA3AEYANQAuAHAAZABmAA==-1Downgrading to HOLD 47388831Williams-Sonoma, Inc.WSM/Default.aspx?mode=anote&action=redirect&id=38883112021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADQALQBGAEYARQBFAEYAMgBGAEEALQA3ADYANwA2AC0ANAAzAEMAQwAtADgAQgBGAEMALQA0AEYAQQAxAEEAQQA3ADEAMwAyADMARgAuAHAAZABmAA==0Raising target to $250 from $215 48388830ViacomCBS IncVIAC/Default.aspx?mode=anote&action=redirect&id=38883022021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADMALQA5ADAANAAwADgAMgBDAEQALQBFADEAMgA5AC0ANAA0ADEAMgAtAEIAOABEADQALQA1ADIAMwBGAEIARQAwADUARAAxADQAQQAuAHAAZABmAA==0Maintaining HOLD following 3Q results 49388829Coca-Cola Europacific Pntr PLCCCEP/Default.aspx?mode=anote&action=redirect&id=38882912021-11-22T12:38:13.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA2ADIALQAxADgARgA5ADYARAA2AEUALQAwADUARgBEAC0ANAA0ADAARAAtADgAMwA1ADYALQBEADUAQQA3AEIAOABBADIARAA3AEUAMwAuAHAAZABmAA==0Maintaining BUY and $70 target 50388817Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=38881712021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADMALQA4ADAARgBDADAANwBFADcALQBGAEMAQwBBAC0ANABGADQAQwAtADkAOABGADEALQA0ADQAOAA5AEQANwBEADcAQQAyADMARAAuAHAAZABmAA==0Reaffirming BUY following 3Q results 51388816Intuit IncINTU/Default.aspx?mode=anote&action=redirect&id=38881612021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADQALQAwADIAOQA0AEMARQA0AEUALQA0AEMAQQBCAC0ANABGAEUAOQAtAEEARAA2ADAALQAyADIAQwAyADEAMgAyAEUAQwAzAEUAMgAuAHAAZABmAA==0Acquisitions paying off; reiterating BUY 52388815Silk Road Medical IncSILK/Default.aspx?mode=anote&action=redirect&id=38881512021-11-22T07:12:34.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwA0ADUALQA1ADIAMABGAEQAQQBGAEMALQBFADUANAAyAC0ANAA1ADcARgAtAEEAMwBCADEALQAwAEQAOQA0ADYAQwBEAEUAMgA2AEEAOAAuAHAAZABmAA==0Reiterating BUY after 3Q results 53388809Walmart IncWMT/Default.aspx?mode=anote&action=redirect&id=38880912021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADcALQAyADUAMgAyADQAQQBFADcALQAzADIAOAAzAC0ANAA0AEMARAAtADkARgBDAEUALQA0ADYARAAwAEUANAA0ADIAMAA2ADMAMwAuAHAAZABmAA==0Boosting target to $180 from $175 54388808Becton, Dickinson And Co.BDX/Default.aspx?mode=anote&action=redirect&id=38880812021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADkALQBDADUARAAxADgARgAwADAALQBBAEQAOQBDAC0ANABFAEUAMwAtADgAMgAyADYALQA1AEEAMwA4ADAAMQBGAEMAOQBFADYAMgAuAHAAZABmAA==0Reaffirming BUY and $275 target 55388807Applied Materials Inc.AMAT/Default.aspx?mode=anote&action=redirect&id=38880712021-11-19T13:01:27.527aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAzADgALQA3AEYANAAyADgANAAwADcALQBEADUAQgBDAC0ANABBADMANgAtAEEANQBEAEMALQA3AEQAQQA5ADQAOQA1ADYAOQA3ADMARgAuAHAAZABmAA==0Raising 12-month target price to $190 56388798Vornado Realty TrustVNO/Default.aspx?mode=anote&action=redirect&id=38879812021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADkALQBBAEMAQgAzAEMANgBBAEUALQAxADcAQQA0AC0ANABGADQARQAtADkANAAwADgALQA2ADAAQQAyAEYAQgAyAEYAQgBDADMANgAuAHAAZABmAA==0Reiterating BUY and nudging target to $51 57388797Ashland Global Holdings IncASH/Default.aspx?mode=anote&action=redirect&id=38879712021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAxADkALQA2ADYAQQAxAEYANQAzADIALQBEADQARgA2AC0ANAA5AEYAQgAtADgANwAzADgALQAzADYAQgA2ADIAQQA2AEIANgBGADAAOQAuAHAAZABmAA==0Raising price target to $126 58388796HubSpot IncHUBS/Default.aspx?mode=anote&action=redirect&id=38879612021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADAALQA4ADYAOABBAEUAOQBCADQALQBBAEQAMwBFAC0ANAA2AEUAOAAtADkAMgBCAEUALQA4AEEARQBGADMARABDADIARgBBAEYAQgAuAHAAZABmAA==0Raising target price to $970 59388795American Intl Grp InAIG/Default.aspx?mode=anote&action=redirect&id=38879522021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADIALQAzADgARQA1AEYAMwBCAEIALQA5AEUAMwA2AC0ANABBAEYARQAtADkARgA4ADMALQBFADIAOQAzADAAOQAzADIAQgA3ADYAOQAuAHAAZABmAA==0Maintaining HOLD following 3Q results 60388794Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=38879412021-11-19T07:21:43.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAyADMALQBDADYANwA4ADYAMgA1AEQALQBGAEUAOQA0AC0ANAA0AEYAQwAtADgAOABCAEIALQA3ADIAOQBCAEUAMAAzADcANQBBADkAQwAuAHAAZABmAA==1Upgrading to BUY with $54 target 61388784Lowe`s Cos., Inc.LOW/Default.aspx?mode=anote&action=redirect&id=38878412021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADEALQAxADIAQgA4ADYANQBCADYALQAzADQAMAAyAC0ANAA4ADcAMAAtAEIAOABDAEMALQAwADIARgAzAEQAOAA3ADMAMQA4ADcANQAuAHAAZABmAA==0Raising target to $285 from $250 62388783Cerner Corp.CERN /Default.aspx?mode=anote&action=redirect&id=38878312021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADIALQAzADkANwA2ADEANABEADUALQAyADMAMQA2AC0ANABBADYARAAtAEIAOABBAEEALQA2AEMARgA3ADcAOQAzAEMAMwA5ADYANwAuAHAAZABmAA==0Discounted price offers buying opportunity 63388782Brighthouse Financial IncBHF/Default.aspx?mode=anote&action=redirect&id=38878222021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADQALQA0ADQANQAxADEANQA0ADcALQA5ADQAOAAxAC0ANABFADIANQAtAEIAQwA4ADUALQA2AEIAQQA5ADkANwBFADEARQA4ADYAMQAuAHAAZABmAA==0Maintaining HOLD rating 64388781NVIDIA CorpNVDA/Default.aspx?mode=anote&action=redirect&id=38878112021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADAALQAxADYAQwA2AEEANwAxADEALQA4AEEANQA4AC0ANAAxADUAQwAtAEEAMwBCAEMALQAyADUARAA0AEIARQAwADgANQA3AEEARQAuAHAAZABmAA==0Gaming and data center strength, supply chain issues 65388780Cisco Systems, Inc.CSCO/Default.aspx?mode=anote&action=redirect&id=38878012021-11-18T13:28:55.190aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA5ADMALwAwADMALQAzAEUAQwA1ADQARQAyAEIALQAwADMANQBFAC0ANAAxADAARgAtAEIAQgAxAEEALQA4AEUANgAxADYANgAwADUARAA1ADIAMwAuAHAAZABmAA==0Supply-chain challenges, strong order book; reiterating BUY 66388281NortonLifeLock IncNLOK/Default.aspx?mode=anote&action=redirect&id=38828112021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADYALQAxAEEARQA5AEUAQwBCADYALQAxAEEARgBEAC0ANABGAEUANgAtAEIARgA4AEQALQA2ADEAMAA1AEEAQwA0AEYAMAA2AEUAQQAuAHAAZABmAA==0Maintaining BUY after fiscal 2Q22 results 67388280Markel CorpMKL/Default.aspx?mode=anote&action=redirect&id=38828022021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADcALQBCAEEAMQBEADgAMQA5ADYALQBDADAANwBDAC0ANABCADgAQgAtAEEARABGAEQALQA3ADUARAA2ADgAOABEAEEAMQA2ADgAMwAuAHAAZABmAA==0Maintaining HOLD; raising EPS estimates 68388279Discovery IncDISCA/Default.aspx?mode=anote&action=redirect&id=38827922021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADUALQA1ADkARQA3ADkAQwAzADcALQA1ADYARQA0AC0ANAA4ADcAMwAtADkAMAAyAEMALQBDAEYANwA0ADEARgBFADgAMABCAEMARQAuAHAAZABmAA==0Reiterating HOLD following 3Q21 results 69388278Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=38827812021-11-18T07:12:26.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADQALwAwADQALQAwADQAQwBBAEYAMAA0AEEALQAzAEYAQwBGAC0ANABGAEIANwAtAEIAQQA3AEYALQA0ADMAMwBGADAANAA4AEIANgBFAEQAQQAuAHAAZABmAA==0Maintaining BUY following 3Q results 70386647Home Depot, Inc.HD/Default.aspx?mode=anote&action=redirect&id=38664712021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADMALQAxAEUAOQA4ADgAQQA5ADIALQBEADcAMgA2AC0ANABEADUARgAtAEIARAA1ADYALQBEADEANwA3ADUANQBFAEUARgA0AEIAQQAuAHAAZABmAA==0Raising EPS estimates; lifting target to $440 71386646AECOMACM/Default.aspx?mode=anote&action=redirect&id=38664612021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADEALQA2AEMAMQA3ADQANwA2AEEALQBGAEYANAA1AC0ANAAxADYARQAtADgAMgA2AEUALQBFADMANgBGADYANwBGADUANwA0AEIARgAuAHAAZABmAA==0Solid quarter; raising target to $84 72386645Bio-Techne CorpTECH/Default.aspx?mode=anote&action=redirect&id=38664512021-11-17T12:53:09.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA5ADIALQBGADgAQQBBADAAQgBDAEEALQAwAEQANQBEAC0ANAAwAEMANQAtADgAOAAwAEQALQA5AEYAMABFADMAMQAyADIANwA4ADgANgAuAHAAZABmAA==0Reaffirming BUY and $540 target 73386632Tyson Foods, Inc.TSN/Default.aspx?mode=anote&action=redirect&id=38663212021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADcALQBGAEUARAA1ADMAMABEADUALQA1ADEANgA5AC0ANABEAEMANAAtADgANgBFADAALQA4ADgANwBFAEEANwBDADcARQA3AEIARAAuAHAAZABmAA==0Maintaining BUY and $92 target 74386631Splunk IncSPLK/Default.aspx?mode=anote&action=redirect&id=38663112021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADYALQA5AEYAMgA0ADcAMABEAEIALQA5AEMAQgAzAC0ANABBAEIANwAtADgAQQBFADMALQAyAEQANQBEADIAMgA0ADEANgAzADIAMgAuAHAAZABmAA==0Surprise CEO transition 75386630American Tower Corp.AMT/Default.aspx?mode=anote&action=redirect&id=38663012021-11-17T07:07:18.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA3ADgALQA1ADMARAA4AEQANQBCADEALQA0ADMANgA4AC0ANAA3ADEANgAtADgAQgA4AEQALQA4AEQAMgA3ADMARQA2AEUARAAxADUANgAuAHAAZABmAA==0Reiterating BUY following acquisition of CoreSite 76386624Laboratory Corp. Of America HlLH/Default.aspx?mode=anote&action=redirect&id=38662412021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADYALQA1ADMARgA0AEUAQgBGADkALQBCADQAMAA4AC0ANABGADAAMQAtAEEAOQA0AEMALQA4ADQARQA3ADIANQAxAEEAMwBFAEIAOQAuAHAAZABmAA==0Raising EPS estimates 77386623Beyond Meat IncBYND/Default.aspx?mode=anote&action=redirect&id=38662322021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADUALQAxADIAOAA2ADcARQA2AEYALQA0ADkAMwA4AC0ANAA2AEIAQwAtADgARgA3ADkALQBBAEMANwBGAEMANQA2ADAAMQA0ADAAOAAuAHAAZABmAA==0Maintaining HOLD following disappointing quarter and guidance 78386622Allstate Corp (The)ALL/Default.aspx?mode=anote&action=redirect&id=38662212021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADgALQAzADcANQBEAEEARQA3ADMALQBCAEMARQBCAC0ANABEAEEARQAtADkARAAxADgALQBDAEYAOABGADYAQwA1ADcAMwA4ADEAMwAuAHAAZABmAA==0Reaffirming BUY following third-quarter results 79386621Johnson & JohnsonJNJ/Default.aspx?mode=anote&action=redirect&id=38662112021-11-16T13:25:06.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA2ADcALQA5ADAAMQA2ADkANQA5AEYALQA4AEEANgBGAC0ANAAxADQARAAtADgAMAAxADMALQA1ADEAQgBFADIAQgBDAEQAMwA4AEEAQgAuAHAAZABmAA==0Reaffirming BUY following separation announcement 80386611Avalonbay Communities Inc.AVB/Default.aspx?mode=anote&action=redirect&id=38661112021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADAALQBDADAAOAA5ADUANwBDAEMALQBCADcAMwAwAC0ANABEADEAQQAtADgANAAyAEMALQBBAEEARABBADIAMwAxAEUARAA0AEYARQAuAHAAZABmAA==0Maintaining BUY and raising target to $260 81386610Integra Lifesciences Hldgs CorIART/Default.aspx?mode=anote&action=redirect&id=38661012021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADQALQA4AEQAQQA5ADkARABGAEMALQA0ADIARgA4AC0ANABFADUAOQAtADgARgAyADMALQBCAEYAQwBBADAAMgBFAEUAQgBFADYARgAuAHAAZABmAA==0Reaffirming BUY and $90 target 82386609Activision Blizzard IncATVI/Default.aspx?mode=anote&action=redirect&id=38660922021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADIALQBBADEAOAA5ADQARgAwAEEALQA1ADYANwA0AC0ANABFADYAMAAtAEEAOAA3ADUALQA2AEYAOAA0ADgAMgBGAEYANQAyADgAMAAuAHAAZABmAA==0Maintaining HOLD after 3Q21 results 83386608Wendy`s CoWEN/Default.aspx?mode=anote&action=redirect&id=38660822021-11-16T07:24:58.277aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwA1ADMALQA4ADEARABEAEUANgAxADYALQA2ADgAMAAwAC0ANABGADcANQAtADgARgBCADUALQA5AEQARgA0AEUARABBADEAQwAyADAAQwAuAHAAZABmAA==-1Downgrading to HOLD; stock fully valued 84386599Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=38659912021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADEALQA5ADMARgA3AEIARQA5AEEALQAzAEQANwA2AC0ANAA1ADkARAAtAEEAMgAyADMALQA1AEEANgAxAEUAQQA0ADkANgA4AEUAQwAuAHAAZABmAA==0Third-quarter production update 85386598Occidental Petroleum Corp.OXY/Default.aspx?mode=anote&action=redirect&id=38659822021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADIALQBDADkANQA1ADQAMgAzADYALQBGADgAQwBGAC0ANAA3AEMARQAtADgARQA2AEUALQA1AEUAQQA5ADcAMAA3ADYARgBBADEAMwAuAHAAZABmAA==0Maintaining HOLD after 3Q21 results 86386597Enbridge IncENB/Default.aspx?mode=anote&action=redirect&id=38659712021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAyADkALQBEAEEAQQBDAEYANABEAEYALQA1ADEAQwAyAC0ANABFADIAOAAtAEEARQA5ADEALQA3AEUANgAwADAAMgA3ADIAMwA0ADAARQAuAHAAZABmAA==0Raising price target to $45 87386596Wolverine World Wide, Inc.WWW/Default.aspx?mode=anote&action=redirect&id=38659612021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADQALQA4ADAANgA5ADQAMQA3AEUALQAyADMANgBEAC0ANABGADMAQQAtAEIAOAA4AEIALQA1ADEAOQA2ADAAOQBBAEIAMgBEAEYAMwAuAHAAZABmAA==0Strong 3Q; maintaining BUY 88386595Uber Technologies IncUBER/Default.aspx?mode=anote&action=redirect&id=38659512021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADMALQBEAEEARgAyADUAMABEAEIALQA3AEUAOQA1AC0ANAA2AEEANQAtAEEANwBEAEUALQA3ADQANABCAEUARQBGAEIAQgA4ADQANAAuAHAAZABmAA==0Reaffirming BUY following 3Q21 earnings results 89386594Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=38659422021-11-15T13:25:38.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAzADAALQA4ADkARgAwADUANQAyADMALQA5AEIAQQA1AC0ANAAxADIARQAtAEIAQwAyADMALQA2ADIARQBBADEAQQBGADUAOQBBADgAQQAuAHAAZABmAA==0Maintaining HOLD on near-term challenges 90386579Walt Disney Co (The)DIS/Default.aspx?mode=anote&action=redirect&id=38657912021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADQALQBBADQANwA5AEEAMABEAEUALQBGADAAMAA3AC0ANAA2ADAANgAtAEIANQAwADgALQAwAEYAQQA4ADkAMwA4ADQAMgAxADQAQwAuAHAAZABmAA==0Maintaining BUY after fiscal 4Q results 91386578International Game Tech PLIGT/Default.aspx?mode=anote&action=redirect&id=38657812021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADEALQA5ADEAQwBBAEQAMQA5ADAALQA0ADQAQQA0AC0ANAAyADcARQAtAEEAOQAyAEYALQA0ADYANwAyAEUAQgBFADUANwBEADkANwAuAHAAZABmAA==0Maintaining BUY; boosting EPS estimates 92386577EOG Resources, Inc.EOG/Default.aspx?mode=anote&action=redirect&id=38657712021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADMALQA4ADAAQgA2ADQAMABDADIALQBGADEAQgBCAC0ANAAwADEANAAtAEIAMwAzADIALQBBADIAMgA0ADIANABGAEIAMQA0ADEANgAuAHAAZABmAA==0Raising target to $111 93386576Broadcom IncAVGO/Default.aspx?mode=anote&action=redirect&id=38657612021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADUALQAwADIANQA1ADAAMABFAEYALQAyAEEANwAwAC0ANABDADEAQgAtAEEANwA2ADkALQBFAEYANwAzADkAOQBGAEQAMAA4ADMAMgAuAHAAZABmAA==0Software strategy; raising target to $620 94386575AMGEN Inc.AMGN/Default.aspx?mode=anote&action=redirect&id=38657512021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADIALQBGAEUAQgA0ADkAMQAyAEEALQA4AEQAMgA1AC0ANABGADUAOQAtADgAMABFADMALQBFADQAOQA2ADEANwA3ADYAQwBGAEYARAAuAHAAZABmAA==0Reaffirming BUY with $265 target 95386574Wayfair IncW/Default.aspx?mode=anote&action=redirect&id=38657422021-11-15T07:21:13.893aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADMALwAwADYALQBEADQAMgAyAEIAOQA4AEMALQBBADMAQQBBAC0ANABCAEEARQAtAEEAMAA3ADEALQBCAEEANgA1AEYARgBCADkARAA5AEIAQgAuAHAAZABmAA==-1Downgrading to HOLD on weaker outlook 96386568New Residential Invt CorNRZ/Default.aspx?mode=anote&action=redirect&id=38656812021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADMALQBDADcAOABBAEIAMQBBADYALQAxAEMARQA5AC0ANAAxAEIAOAAtADgAQwBGADgALQBFAEEAQgAzAEYANwBFAEYAMQBBADcAOQAuAHAAZABmAA==0Raising target price to $13 97386567Marathon Oil CorporationMRO/Default.aspx?mode=anote&action=redirect&id=38656722021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADUALQAwAEUANwAxADMAQwAxADYALQA4ADUAMwA4AC0ANAAyAEUAMAAtADkAMwA3ADkALQA5AEQARAA3ADIAMwA3AEQARAA0ADgAQgAuAHAAZABmAA==0Maintaining HOLD following 3Q21 results 98386566D.R. Horton Inc.DHI/Default.aspx?mode=anote&action=redirect&id=38656612021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADQALQA0AEQAOAA5ADEAMwBDADkALQBDAEIAOAA0AC0ANAAwADIAOAAtAEIAQgBFADMALQBBADkANABEADUANAAwADgAQgBBADcAQQAuAHAAZABmAA==0Raising FY22 EPS estimate and target 99386565APA CorporationAPA/Default.aspx?mode=anote&action=redirect&id=38656522021-11-12T13:07:28.117aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADUALwA3ADIALwA2ADIALQBDAEEAMwBFAEUARgAzAEUALQA4AEIAMQA3AC0ANABBADYAMgAtAEEANwBGAEEALQAyADkAMwA1ADQAMQBDAEIAQQBBAEUARgAuAHAAZABmAA==0Maintaining HOLD following 3Q21 results 100

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Jobs Growth Stalls in November

The U.S. economy added 210,000 jobs in November, well below the 546,000 jobs created in October as well as consensus expectations for 500,000 jobs. The unemployment rate dropped four-tenths of a percent to 4.2%. The number of unemployed persons was down to 6.9 million in October -- still about 20% higher than the level prior to the pandemic. Average hourly earnings increased $0.08 month-to-month and are 4.8% higher year-over-year. Revisions to the two prior months added another 82,000 jobs to the economy. In November, job gains occurred in professional and business services, transportation and warehousing, construction, and manufacturing. Retail was lower. The report was a surprise to Wall Street, which was anticipating the economy would be building on the previous months' gains as the impact of the Delta variant faded. Now, in coming months, jobs growth may be suppressed by rising COVID-19 cases due to the Omicron variant. Stock futures are modestly higher on the news and bond yields have ticked lower. economy. In November, job gains occurred in professional and business services, transportation and warehousing, construction, and manufacturing. Retail was lower. The report was a surprise to Wall Street, which was anticipating the economy would be building on the previous months' gains as the impact of the Delta variant faded. Now, in coming months, jobs growth may be suppressed by rising COVID-19 cases due to the Omicron variant. Stock futures are modestly higher on the news and bond yields have ticked lower.

Market Podcast

John Eade

12/05/2021 more | 6m 5s

Argus President John Eade reviews his 8 Fundamental Forecasts for 2022

2021 Investment Theme Podcast Series

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

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Argus Fundamental
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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Symbol - Company

Report Date

Industry

Previous Close

MMM - 3M CO.

10/29/2021

Industrials

$170.26

ABT - ABBOTT LABORATORIES

10/22/2021

Healthcare

$128.38

ABBV - ABBVIE INC

11/05/2021

Healthcare

$116.87

ANF - ABERCROMBIE & FITCH CO.

09/10/2021

Consumer Discretionary

$35.31

ACN - ACCENTURE PLC

09/24/2021

Technology

$365.30

ATVI - ACTIVISION BLIZZARD INC

11/16/2021

Communication Services

$57.29

ADBE - ADOBE INC

09/23/2021

Technology

$671.88

ADTN - ADTRAN INC.

11/03/2021

Technology

$20.08

AAP - ADVANCE AUTO PARTS INC

09/01/2021

Consumer Discretionary

$228.76

AMD - ADVANCED MICRO DEVICES INC.

10/27/2021

Technology

$150.68

Analyst
Quick Notes

Weekly Stock List: Sustainable Impact Stocks

John Eade

11/29/2021

View

Weekly Stock List: Activist Stocks

John Eade

11/22/2021

View

Weekly Stock List: Focus List Changes

John Eade

11/15/2021

View

General Electric Co. GE

Target: $136

John Eade

11/10/2021

View

Weekly List: Infrastructure Spending-Plan Stocks

John Eade

11/8/2021

View

more...

News & Media

Argus Updates Sponsored Research Coverage 12/2/2021
Argus Sponsored Research Reports ASBISc Enterprises Plc (WSE: ASB)

Conference Call - Argus Investment Strategy: The Year Ahead 12/1/2021

PDF icon Conference call slides

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

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

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

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

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

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

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

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

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

PDF icon Conference call slides

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

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

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

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

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

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

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

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

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

PDF icon Conference call slides

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

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

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

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

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

PDF icon Conference call slides

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

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

PDF icon PSN Top Guns Award

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

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

PDF icon Conference call slides

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

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

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

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

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

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

PDF icon Conference call slides

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

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

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

PDF icon Conference call slides

Conference Call - Theme Portfolios 5/5/2021

PDF icon Conference call slides

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

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

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

PDF icon Conference call slides

Argus Innovators Strategy Awarded Third Consecutive Quarterly Top Guns Designation

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

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

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

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

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

Visit our website at www.ArgusInvest.com

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

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

Visit our website at www.ArgusInvest.com

Market View

November Job Report Misses Estimates, Marvell Surges on Strong Earnings Report; Stocks Decline Friday

Stocks are lower Friday morning following a host of economic data. Both Nonfarm Payrolls and Nonfarm Private Payrolls missed estimates this morning, reporting 210,000 and 235,000 jobs added in November. This was against estimates for 525,000 and 500,000 jobs, respectively. Meanwhile, the ISM Non-Manufacturing Index increased more than expected in November to a reading of 69.1%, from 66.7% in September, and against estimates for a reading of 65.0%. Lastly, Marvell (MRVL) is up 15.84% after the company beat earnings and revenue estimates, while providing upside fourth-quarter earnings and revenue guidance.

The S&P 500 is down -0.49%, the Dow is down -0.18%, the NASDAQ is down -1.27%, and the Russell 2000 is down -1.28%. Industries trading higher today include: Wireless Telecommunication Services, Containers & Packaging, and Air Freight & Logistics. Industries trading lower today include: Automobiles, Airlines, and Software. The VIX is down -10.71 at 17.24 after closing yesterday at 27.95. Options on VIX (VIX) have appeared on the most-active list today with more than 12,268 1/19 put changing hands. The put/call ratio is 1.09 (497,207/456,599). NYSE Adv/Dec (1,008/1,984). NASDAQ Adv/Dec (912/3,047).

The S&P 500 is down -0.49%, the Dow is down -0.18%, the NASDAQ is down -1.27%, and the Russell 2000 is down -1.28%.

Industries trading higher today include: Wireless Telecommunication Services, Containers & Packaging, and Air Freight & Logistics. Industries trading lower today include: Automobiles, Airlines, and Software.

The VIX is down -10.71 at 17.24 after closing yesterday at 27.95. Options on VIX (VIX) have appeared on the most-active list today with more than 12,268 1/19 put changing hands. The put/call ratio is 1.09 (497,207/456,599). NYSE Adv/Dec (1,008/1,984). NASDAQ Adv/Dec (912/3,047).

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 11/29/2021

Raising Earnings Estimates for 2021 and 2022

Third-quarter earnings season typically lifts the markets, and it has done so this year despite a persistently supply-challenged economy and deepening concerns about inflation. Across the heart of 3Q earnings season, meaning October 15 to November 15, the S&P 500 since 1980 has averaged capital appreciation of 1.1%. ... more

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Daily Spotlight

Jobs Growth Stalls in November

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2022

2021 Investment Theme Podcast Series

Analyst Quick Notes

Weekly Stock List: Sustainable Impact Stocks

Weekly Stock List: Activist Stocks

Weekly Stock List: Focus List Changes

Weekly List: Infrastructure Spending-Plan Stocks

News & Media

Argus Innovators Strategy Awarded Third Consecutive Quarterly Top Guns Designation

Market View

November Job Report Misses Estimates, Marvell Surges on Strong Earnings Report; Stocks Decline Friday

Weekly Economic Commentary

Raising Earnings Estimates for 2021 and 2022

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes