287170100trueLoaded Data315443Goldman Sachs Group, Inc.GS /Default.aspx?mode=anote&action=redirect&id=31544322021-04-15T06:55:43.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADYALwAwADkALQBEADAAOABGADIAQwA3ADYALQA5AEIAOAAzAC0ANAAzAEEAMQAtADgAOABGADkALQAwADcANgA3AEEANAA1AEEAOAA1ADUANgAuAHAAZABmAA==0Risk-on environment powers another strong quarter 1315442Wells Fargo & Co.WFC /Default.aspx?mode=anote&action=redirect&id=31544212021-04-15T06:55:43.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADYALwAwADgALQAyAEIARQA3AEIANQAxADQALQA5ADMAQwA5AC0ANABDADAANwAtAEIARgAzADIALQA3AEEAQwA3ADcAQwAzADQAMgA1ADIARgAuAHAAZABmAA==0Boosting target as credit loss outlook improves 2315441Lam Research Corp.LRCX /Default.aspx?mode=anote&action=redirect&id=31544112021-04-15T06:55:43.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADYALwAxADAALQBCADMAMABFAEQARAA1AEQALQA1ADUAOAA2AC0ANABDADgAMwAtAEEAQgBBAEQALQA0ADcAQgBGADEAMABFADEAQwBEADkAQwAuAHAAZABmAA==0Positive industry inflections; rising target to $725 3313808Nisource Inc. (Holding Co.)NI /Default.aspx?mode=anote&action=redirect&id=31380812021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADMALQA2ADUANwA5ADQANABBAEMALQBEADIANAAyAC0ANAA5AEEAOAAtADkAQQA0ADgALQBFADcANwA2AEEANQA4ADIAMAA1ADgAMgAuAHAAZABmAA==0Discounted NI shares offer value 4313807United Natural Foods Inc.UNFI /Default.aspx?mode=anote&action=redirect&id=31380722021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADUALQA2ADEANwBDADkAMAAzADkALQA0AEIANQBEAC0ANABBAEIANwAtAEIAMgAxADQALQBCADkARABEAEIAMwBFAEYAMABDADcAMQAuAHAAZABmAA==0Looking for more favorable entry point 5313806Costco Wholesale CorpCOST /Default.aspx?mode=anote&action=redirect&id=31380612021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADQALQA5AEEARgA3AEEAMwBDADgALQA3ADEANABBAC0ANAA2ADIAQQAtADgAMQAyAEIALQBBADMAQwBBADcANQBDADYAOAAyAEEAQgAuAHAAZABmAA==0Reiterating BUY and $410 target 6313805Zimmer Biomet Holdings IncZBH /Default.aspx?mode=anote&action=redirect&id=31380512021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADcALQA3ADIARQA5AEUAMAAwAEIALQBCADEAQQBEAC0ANAA0ADcANAAtAEEARQBCAEEALQAwAEYANgA3AEQAMQA5ADIAOAAyADkANwAuAHAAZABmAA==0Reaffirming BUY and raising target to $190 7313804JPMorgan Chase & Co.JPM /Default.aspx?mode=anote&action=redirect&id=31380412021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADgALQBFADAAOQBDAEQAQwBCADIALQAxADkARQA4AC0ANABGADcAMAAtAEIAMAA3AEIALQBEADYARABBADEAOQBDADQANQBFAEUAMwAuAHAAZABmAA==0Reserve release and strong capital markets drive 1Q 8313803HP IncHPQ /Default.aspx?mode=anote&action=redirect&id=31380312021-04-14T13:04:34.153aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA5ADYALQBDAEYAOQBBADkAMgAyADYALQBEADgANwBBAC0ANAAyADQAQwAtADkAMABGADMALQAzADYANgA4ADAANwA3ADcARQBFADQAMAAuAHAAZABmAA==0PC strength in calendar 1Q; raising target to $45 9313788D.R. Horton Inc.DHI /Default.aspx?mode=anote&action=redirect&id=31378812021-04-14T07:04:07.293aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA3ADQALQAyADkAOQAwAEQAMABCAEMALQBGAEYAQwBFAC0ANAA2AEUANQAtADgAOQA4ADkALQAzADYAQwBDAEQANgBFADYAMAA5AEYAOAAuAHAAZABmAA==0Raising target to $105 on higher FY21 and FY22 estimates 10313787Yum Brands Inc.YUM /Default.aspx?mode=anote&action=redirect&id=31378712021-04-14T07:04:07.293aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA3ADMALQAzADAARABEADYARABDAEEALQBBAEYAOAA2AC0ANAAzAEYANAAtAEIAOAAzAEUALQA3AEEAMQBDAEYAQgA1ADIAQgBFADAARAAuAHAAZABmAA==1Upgrading to BUY with $135 target 11313784Ventas IncVTR /Default.aspx?mode=anote&action=redirect&id=31378422021-04-13T13:38:02.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA2ADMALQBCADYAMABGADMAMQA4ADkALQA0ADcANwBBAC0ANAAzADEARgAtADkAOQAwADYALQA0ADAARAA1ADcAMQBGAEUAMgAyADIANQAuAHAAZABmAA==0Reiterating HOLD pending senior housing improvement 12313783Baxter International Inc.BAX /Default.aspx?mode=anote&action=redirect&id=31378322021-04-13T13:38:02.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA2ADEALQBEAEMAMwBEADcANABCADAALQAzADcARgA1AC0ANABGADYANgAtAEEAMwA1AEYALQA0ADQANQBEAEQANQAyAEMANQA1AEQAQwAuAHAAZABmAA==0Maintaining HOLD on near-term challenges 13313782NVIDIA CorpNVDA /Default.aspx?mode=anote&action=redirect&id=31378212021-04-13T13:38:02.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA2ADIALQBFADkAMwA2ADUANABCADAALQA4AEIANwA4AC0ANAA3ADUAOAAtAEEAMgBGADcALQA4ADcANAAyAEYANwAxADAAMABFADIAMwAuAHAAZABmAA==0Ambitious agenda and multiple growth drivers; reiterate BUY 14313769PG&E Corp.PCG /Default.aspx?mode=anote&action=redirect&id=31376922021-04-13T06:55:23.853aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA0ADYALQBGADgANwBEADMARAA3AEEALQA3ADYANgBBAC0ANABEADEARAAtAEEAQwBGAEMALQBBADIARABEADEAOQAyAEYAMQAyAEEAOAAuAHAAZABmAA==0Wildfire mitigation continues; maintaining HOLD 15313768Starbucks Corp.SBUX /Default.aspx?mode=anote&action=redirect&id=31376812021-04-13T06:55:23.853aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA0ADcALQBEADAANgAwAEUARABDAEIALQAyADEANwA5AC0ANABEADYARgAtADkANwAyADAALQBGADEAMwAxAEMAQwBGADIAMwAzAEEAMwAuAHAAZABmAA==0Boosting target to $132 16313767Microsoft CorporationMSFT /Default.aspx?mode=anote&action=redirect&id=31376712021-04-13T06:55:23.853aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwA0ADgALQAyADEAQQA2AEEARQA3AEMALQBEAEUAQQBCAC0ANAA0AEIANQAtADkAMQAwAEMALQBFAEMAOABDADEARQA3AEMARAAxADEAMQAuAHAAZABmAA==0Raising target to $300 17313761Consolidated Edison, Inc.ED /Default.aspx?mode=anote&action=redirect&id=31376122021-04-12T13:36:18.160aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAzADcALQAzAEMAMABCAEYANgA4AEMALQBEAEEARQAxAC0ANAA2AEUAMgAtADkANwBEADYALQAyAEQAMgBDADQAMQA5ADQAMAA5ADAANgAuAHAAZABmAA==0Awaiting favorable entry point 18313760Applied Materials Inc.AMAT /Default.aspx?mode=anote&action=redirect&id=31376012021-04-12T13:36:18.160aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAzADgALQBBADgANQBEADEAQwAwADIALQA2AEIAQwAzAC0ANAA4ADMAQQAtAEIAQgBEADkALQAwADcAMgA2AEMANQBGADkARgA3AEUAOAAuAHAAZABmAA==0Profit growth goals within overall strategy; reiterate BUY 19313746Humana Inc.HUM /Default.aspx?mode=anote&action=redirect&id=31374612021-04-12T06:46:09.683aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAyADAALQBDAEMANQBCAEQARgAzADEALQBCAEIAMABFAC0ANAA0AEYAQwAtADkANgA4AEQALQBDAEMAOQA1ADgANwBBADMARQBDAEYAMwAuAHAAZABmAA==0Recent weakness offers buying opportunity. 20313745AstraZeneca PLCAZN /Default.aspx?mode=anote&action=redirect&id=31374522021-04-12T00:00:00aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAzADkALQA2AEQANwAyADAARAAzAEEALQA3ADIANQBGAC0ANAA0ADgANgAtAEEAMQA5ADQALQA5AEUANwBGADAANwAzADYANAA2AEYANgAuAHAAZABmAA==-1Downgrading to HOLD on vaccine concerns 21313742Constellation Brands IncSTZ /Default.aspx?mode=anote&action=redirect&id=31374212021-04-09T12:47:35.023aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAxADYALQA5AEQARgBDAEIANAA5ADIALQAyADcAMwBGAC0ANAAyADQANQAtADgAQQA5ADUALQA5AEMANAAwAEYAQQAyADYAMAAwAEUAOQAuAHAAZABmAA==0Maintaining BUY and target of $272 22313730Teladoc Health IncTDOC /Default.aspx?mode=anote&action=redirect&id=31373012021-04-09T07:12:43.057aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAwADMALQA2ADkAOABGADQAMgA1AEUALQAxADcAQQA0AC0ANABCAEEARQAtAEEANgBBAEIALQBGADMANAA3AEIARgAxADQAOQA2ADMARgAuAHAAZABmAA==0Reaffirming BUY on telemedicine leader 23313729Alphabet IncGOOGL /Default.aspx?mode=anote&action=redirect&id=31372912021-04-09T07:12:43.057aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAwADUALQA3ADQANgA2AEYANQA1ADgALQA1ADcAMgAzAC0ANAAyADUANwAtADgANwA1ADcALQA1ADIANQBBADQANgA2ADkANgA4ADYAMwAuAHAAZABmAA==0Raising target to $2500 24313728Carnival Corp.CCL /Default.aspx?mode=anote&action=redirect&id=31372812021-04-09T07:12:43.057aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADUALwAwADQALQBEADcAMAA1ADcAQQA1AEIALQBCADcAMQAxAC0ANAA3ADgAMAAtAEIANgAwADMALQBDADUAOQAxADIAOAA2AEYAQwA2ADQARQAuAHAAZABmAA==1Upgrading to BUY with $33 target 25313724Public StoragePSA /Default.aspx?mode=anote&action=redirect&id=31372422021-04-08T13:21:29.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADQALwA5ADUALQA5ADkAQgA3AEUANwAzADEALQAzADUAQwAxAC0ANABBAEUAMQAtAEIARAA4AEQALQA3ADAAQwAwAEUANgA1ADgARQAwADkAOQAuAHAAZABmAA==0Reiterating HOLD on storage oversupply and weak demand 26313723Dicks Sporting Goods, Inc.DKS /Default.aspx?mode=anote&action=redirect&id=31372312021-04-08T13:21:29.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA2ADQALwA5ADQALQA5AEQARgA1ADQAMgAyADEALQAxADcAMAA0AC0ANAAwAEQAQgAtAEEARAA1ADYALQAwADAANAA1AEQARQBBADMAQQA4ADMANAAuAHAAZABmAA==0Raising target to $92 from $82 27313139Kroger Co.KR /Default.aspx?mode=anote&action=redirect&id=31313912021-04-08T07:04:26.883aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADMALwAwADgALQA3ADMAQwAxADMAMAAyADAALQBGADMAMQA4AC0ANAA5AEIANwAtAEIAMQBBAEQALQAxADAAMQA4ADMANQA1ADYARQAzADIANQAuAHAAZABmAA==0Reiterating $42 target price 28313138Biogen IncBIIB /Default.aspx?mode=anote&action=redirect&id=31313822021-04-08T07:04:26.883aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADMALwAxADAALQA0ADQANQBCADcANQA0ADUALQBDADQANwA1AC0ANABGADIAMQAtADkAMgA3AEQALQA4ADUAMABBADEAQwAxADEANwA2AEUAQwAuAHAAZABmAA==0Maintaining HOLD as competition grows in the MS market 29313137Amazon.com Inc.AMZN /Default.aspx?mode=anote&action=redirect&id=31313712021-04-08T07:04:26.883aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADMALwAwADkALQA4ADIAMwBCADMAMgBFADMALQBCADYANQA5AC0ANAAwADgANgAtADgAOAAzADgALQAyAEYANwAwADAAOAA1ADMAMgBDAEQARgAuAHAAZABmAA==0NFL streaming deal and ad growth; reiterating BUY 30311504Eversource EnergyES /Default.aspx?mode=anote&action=redirect&id=31150412021-04-07T13:30:41.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADMALwAwADIALQBEADcANAA2AEYAQgA3AEYALQAxAEYAMABEAC0ANAAzADIANAAtADkARgBDADMALQBDADkARgBDADQAQgAyADUAMABCAEUAMAAuAHAAZABmAA==0Reiterating BUY with $110 target 31311503Facebook IncFB /Default.aspx?mode=anote&action=redirect&id=31150312021-04-07T13:30:41.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADMALwAwADEALQA0ADEAQgA4ADEAMABEAEUALQBFADkANAAzAC0ANAAwADEAOQAtADkARAA0ADUALQAzADgAOABCAEYAOQBDADQANQA5ADUANgAuAHAAZABmAA==0Raising target price to $347 from $326 32311488Estee Lauder Cos., Inc.EL /Default.aspx?mode=anote&action=redirect&id=31148812021-04-07T07:07:57.790aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA5ADAALQBEADkAMgA1ADQAMQAyAEYALQA5ADUAOQBCAC0ANAA0AEMAMwAtAEEAOQA5AEYALQA4AEYARQBFADAANAAxAEEAMgAxADUAQQAuAHAAZABmAA==0Raising target to $340 33311487AECOMACM /Default.aspx?mode=anote&action=redirect&id=31148712021-04-07T07:07:57.790aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA4ADcALQBGAEIARgBEAEEAMwA4ADQALQBCADcAOABDAC0ANAAyAEMAMgAtAEEANgA1ADgALQBDADMARgBEADcARAA4ADEANQA1ADYANAAuAHAAZABmAA==0Raising target price to $76 34311486Paychex Inc.PAYX /Default.aspx?mode=anote&action=redirect&id=31148612021-04-07T07:07:57.790aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA4ADkALQBBADkANwBEADIAOAAwADcALQBEADIAOQA3AC0ANABDAEEAMgAtAEEAMAA0ADcALQBGAEIANwA2AEQARAA5AEUANgBGAEUARgAuAHAAZABmAA==0Maintaining BUY and raising target to $105 35311485Corning, Inc.GLW /Default.aspx?mode=anote&action=redirect&id=31148512021-04-07T07:07:57.790aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA4ADgALQBGADcAOAA4ADAARQAyADgALQA1AEQAQgAyAC0ANABFADAAQwAtADgAMAA5ADYALQAwAEEAMgAxAEIANwA1ADkANgAyADAAMgAuAHAAZABmAA==0Extends Samsung relationship; raising target to $54 36311481Kimco Realty Corp.KIM /Default.aspx?mode=anote&action=redirect&id=31148122021-04-06T13:00:24.087aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA3ADkALQBCAEIARgBEADEAQQA5ADIALQBEAEEARgAzAC0ANAA0AEQAQQAtADkAMwBFAEQALQBBADQANQBGAEYAMAA5ADEAQgBEADIANgAuAHAAZABmAA==0Reiterating HOLD on challenging operating environment 37311480CarMax IncKMX /Default.aspx?mode=anote&action=redirect&id=31148012021-04-06T13:00:24.087aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA4ADAALQA0ADcAOAA3AEUAMABGAEQALQA0AEMAOABBAC0ANAAyADEAOQAtAEIANABGADAALQBBADAAQQBFAEQAMwA5AEUANgBEADEAMQAuAHAAZABmAA==0Reiterating BUY and boosting target to $145 38311467Williams-Sonoma, Inc.WSM /Default.aspx?mode=anote&action=redirect&id=31146712021-04-06T06:40:19.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA2ADgALQBBAEUAQQA5AEIAQwBCAEYALQBBAEYAMAA4AC0ANAAzADYARQAtADkANwA1AEMALQAxADgAMwBFADYAQgAyADcARgA3ADIAMgAuAHAAZABmAA==0Raising five-year growth rate from 8% to 9%; target to $205 39311466Wynn Resorts Ltd.WYNN /Default.aspx?mode=anote&action=redirect&id=31146612021-04-06T06:40:19.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA2ADkALQBFADQANAAzADkAMABGAEYALQAzADMARABGAC0ANAAyADAAMQAtADkAMwBFAEIALQBFADUANAA3ADUAMABFAEIAQgA5AEUARgAuAHAAZABmAA==1Upgrading to BUY with $160 target 40311459T-Mobile US IncTMUS /Default.aspx?mode=anote&action=redirect&id=31145912021-04-05T12:52:32aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA2ADEALQA4AEIAOQA3AEEANwBCAEUALQBDAEEAMwBDAC0ANAA2ADAANgAtAEEAQwA0AEQALQA4ADkANgBEAEIAOQBEADYAOAA1ADAANQAuAHAAZABmAA==0Reaffirming BUY and $151 target 41311445Walgreens Boots Alliance IncWBA /Default.aspx?mode=anote&action=redirect&id=31144522021-04-05T06:20:21.260aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA0ADgALQBEAEQANQAxAEUAMwA0AEUALQBEADMARQAwAC0ANABDAEIAMgAtAEEAQwBFAEUALQBFADMAOQAyADkAMABDADEAMgAyADAAQwAuAHAAZABmAA==0Raises earnings guidance 42311444Becton, Dickinson And Co.BDX /Default.aspx?mode=anote&action=redirect&id=31144412021-04-05T06:20:21.260aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwA0ADcALQA3ADMAMgAyAEYAQwBDAEIALQBCADIAMwBGAC0ANABEAEEAOQAtAEEARQBCAEUALQA1ADgAQgAyADMAMgBEADgARgBCAEMARQAuAHAAZABmAA==0Reaffirming BUY and $275 target 43311433Simon Property Group, Inc.SPG /Default.aspx?mode=anote&action=redirect&id=31143322021-04-01T12:55:36.160aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwAzADQALQBBAEIARgA1ADMARAA4ADQALQBBADYAMAA5AC0ANAA0ADYARgAtAEIARgBGADcALQA3ADUAOQBFADIAQgBEAEQAMABDAEYARAAuAHAAZABmAA==0Maintaining HOLD following 4Q results 44311432Micron Technology Inc.MU /Default.aspx?mode=anote&action=redirect&id=31143212021-04-01T12:55:36.160aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwA0ADIALwAzADUALQAzADAAMAA0AEYARAAzADkALQA3AEYAMgBFAC0ANAAyADQAQwAtADkAOQA4ADcALQA3ADkANQBGADkAQgAxADUARgBBAEMAOAAuAHAAZABmAA==0Tops consensus, provides strong guidance; BUY to $105 45311419Procter & Gamble Co.PG /Default.aspx?mode=anote&action=redirect&id=31141912021-04-01T06:44:03.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwA0ADcALQAzADMAMgA3ADYAMAA1AEYALQBDADUARABGAC0ANABDADYAOQAtADgAMQA2AEEALQA2ADgAMwAzAEMAOQA1ADgAMgAyADgAOAAuAHAAZABmAA==0Reiterating $160 target price 46311418Lululemon Athletica inc.LULU /Default.aspx?mode=anote&action=redirect&id=31141812021-04-01T06:44:03.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwA0ADgALQBDAEUAQQA4ADYANwBBAEEALQBCADAAMABCAC0ANABEADkANgAtADgANgBDADcALQBEAEUAMAA2AEYAOQA1AEQANQBCAEYAMAAuAHAAZABmAA==0Reaffirming BUY with $400 target 47309213Verizon Communications IncVZ /Default.aspx?mode=anote&action=redirect&id=30921312021-03-31T13:10:39.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwA0ADIALQA5ADcAOQAzADAANAA2ADEALQAzADMAMgBBAC0ANAAzAEIANAAtADgANQBDADkALQAxAEEANgBBADYAQwA3AEUAMABGAEIANwAuAHAAZABmAA==0Maintaining BUY following spectrum auction 48309201Duke Energy Corp.DUK /Default.aspx?mode=anote&action=redirect&id=30920122021-03-31T07:08:50.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAyADkALQAyADcAQwBDAEYARQA0ADEALQBDADkAOABBAC0ANAAxADYAOQAtAEIAQQBGAEYALQA3ADIANQAxAEEAMQA3ADMAOQBBAEMAMwAuAHAAZABmAA==0High yield dividend; maintaining HOLD on valuation 49309200McCormick & Co., Inc.MKC /Default.aspx?mode=anote&action=redirect&id=30920022021-03-31T07:08:50.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAzADAALQAwADYAMwAxADIANgAxADQALQBFADkANwA5AC0ANAA4ADUAMwAtAEEAQgA2AEIALQA5ADYAMgA5AEQAQgA4ADQANAA2AEUAMQAuAHAAZABmAA==0Maintaining HOLD on valuation 50309199Alliance Data SystemADS /Default.aspx?mode=anote&action=redirect&id=30919912021-03-31T07:08:50.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAzADEALQA4ADAAMgBBADEAOAAzADYALQA2AEUANQA0AC0ANAAxADQAMAAtAEIAQwAzADQALQA0AEIAMwAzADEANgA5ADMAOQBFADYARAAuAHAAZABmAA==0Raising target to $130 51309198Marvell Technology Group LtdMRVL /Default.aspx?mode=anote&action=redirect&id=30919812021-03-31T07:08:50.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAzADUALQAyADMAMABGADYAQwBDAEYALQA4ADgAQQA5AC0ANABDADEAOQAtADkAMQA0ADIALQBEADgANQAzADMAOQAwADMAMgA0AEQANAAuAHAAZABmAA==0Inphi deal approved by China; reiterating BUY 52309197Alcon Inc.ALC /Default.aspx?mode=anote&action=redirect&id=30919712021-03-31T07:08:50.173aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAzADQALQBFADYARgBDAEMAMgAzADkALQBBADYAOAAyAC0ANABDADEANwAtAEEARQBDAEIALQA3ADgAQwBGAEYAQQBGADgAMQA2ADUAQgAuAHAAZABmAA==0Raising target price to $78 53309191Home Depot, Inc.HD /Default.aspx?mode=anote&action=redirect&id=30919112021-03-30T12:35:50.557aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAxADcALQBFADQAOAAwAEMAMgBGADQALQBDAEEAQwA4AC0ANABGADMANQAtADkARQAzADIALQAxAEEARgAyAEIAQQAwADkARABDADEAMwAuAHAAZABmAA==0Raising target by $10 to $340 54309190Cerner Corp.CERN /Default.aspx?mode=anote&action=redirect&id=30919012021-03-30T12:35:50.557aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAxADgALQAxADMAOABBAEEAMwA0AEQALQBFADgAQgA0AC0ANAA0ADkANQAtADkAMwA5AEUALQBFADgAQgBGADEAQgAzADUAQgA0ADQARgAuAHAAZABmAA==0Reaffirming BUY on growth in margins and bookings 55309189Microchip Technology, Inc.MCHP /Default.aspx?mode=anote&action=redirect&id=30918912021-03-30T12:35:50.557aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAxADkALQBFAEIANQAxADIAOQAwADEALQA2ADcAMABEAC0ANABGAEYANQAtADgAOABFADEALQBFADAAQQBDADEAOAA0ADMAQwBCADIARgAuAHAAZABmAA==0Fire and deep freeze create opportunity 56309175Brandywine Realty TrustBDN /Default.aspx?mode=anote&action=redirect&id=30917522021-03-30T06:55:51.077aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAwADQALQA4AEYAMgA5ADkANwA3ADYALQBEADUAQQBCAC0ANABGADAAOQAtADkANgAxAEUALQAzAEIARgA5ADgAOQA2ADEAMAA3ADcANgAuAHAAZABmAA==0Reiterating HOLD on challenging outlook 57309174Mckesson CorporationMCK /Default.aspx?mode=anote&action=redirect&id=30917412021-03-30T06:55:51.077aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAyADAALwAwADMALQA5ADEAQgAzADIANQA3ADYALQA0ADMAQQA3AC0ANABDADUAMwAtAEEAQgAxAEEALQAxADEAOABFAEUAQgBGAEIAQQA0ADUAMQAuAHAAZABmAA==1Upgrading to BUY with $230 target 58309168Kellogg CoK /Default.aspx?mode=anote&action=redirect&id=30916812021-03-29T13:05:45.653aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA5ADYALQA2AEMAMQAxAEYARQBDAEUALQAyAEIAMQBGAC0ANAAwADQAQwAtADkAOAA4ADIALQBDAEYANQBGADAAQwBEADgANwBCADkANwAuAHAAZABmAA==0Raising target to $72 from $70 59309153ViacomCBS IncVIAC /Default.aspx?mode=anote&action=redirect&id=30915322021-03-29T06:37:43.663aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA4ADIALQA3ADcANgBDAEYAMwAyADIALQA1ADIANAA4AC0ANAA1AEMAQQAtADkAQgA3ADUALQAzADEARABFAEMAMwAxADYANAA0ADcAMQAuAHAAZABmAA==0Maintaining HOLD despite significant selloff 60309152KB HomeKBH /Default.aspx?mode=anote&action=redirect&id=30915222021-03-29T06:37:43.663aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA4ADMALQA0AEEARABCADIARQBDADYALQAyADkARgA0AC0ANAAxAEYAMwAtAEIANgA5ADAALQBEADYANQBEADEARQBBADUAMAA4AEIANwAuAHAAZABmAA==0Raising FY21 and FY22 estimates 61309147Firstenergy Corp.FE /Default.aspx?mode=anote&action=redirect&id=30914722021-03-26T13:09:04.940aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA3ADgALQA4ADcARQA0AEEAQQAyAEEALQA0AEMAMQA2AC0ANAA2ADAAMQAtAEIANAAyAEEALQBCAEUANgAwADUANgBGAEYAQgBCAEEAMwAuAHAAZABmAA==0Reiterating HOLD on demand trends, legal challenges 62309146Dominion Energy IncD /Default.aspx?mode=anote&action=redirect&id=30914622021-03-26T13:09:04.940aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA3ADkALQBGADYAMAA2AEMANQA3AEIALQBDADgAQgBCAC0ANAA0AEYAQQAtAEIAMQAzAEEALQA0ADYAQwAxAEIAQQA3AEYARgBDADMANgAuAHAAZABmAA==0Maintaining HOLD after 2020 results 63309133Merck & Co IncMRK /Default.aspx?mode=anote&action=redirect&id=30913312021-03-26T06:51:32.870aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA2ADYALQBGADAANQA0ADIAOAAzAEEALQA5AEEAQgAwAC0ANAAxADIANgAtAEEAOQAyAEYALQBDADMAMwAwADIARgA5AEIAMQBDAEYAMgAuAHAAZABmAA==0Reaffirming BUY 64309132Darden Restaurants, Inc.DRI /Default.aspx?mode=anote&action=redirect&id=30913212021-03-26T06:51:32.870aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA2ADcALQAxADEANQBBAEUANwBDADcALQBBAEMAQwA4AC0ANAAxADUARAAtADkAMwAyAEMALQBBAEQAMwAzADMAQgA2ADgAOQBFAEEARQAuAHAAZABmAA==0Strong quarter; maintaining BUY 65309131Suburban Propane Partners L PSPH /Default.aspx?mode=anote&action=redirect&id=30913112021-03-26T06:51:32.870aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA2ADgALQA4ADYARgBCADcANABBAEYALQBCADcAMQA0AC0ANAA0AEMAOAAtADgARgBFADkALQAzADAAMwAzADIARABBAEMARAAwAEIAMgAuAHAAZABmAA==1Upgrading to BUY 66309128General Mills, Inc.GIS /Default.aspx?mode=anote&action=redirect&id=30912822021-03-25T12:35:15.530aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAxADkALwA1ADkALQA1ADAAOQAzAEMAOAA2ADMALQBEAEUAQgA4AC0ANAAzADYAOAAtADkAOABCAEEALQA4ADIANAA0ADAAMwA5ADEAQwAwAEQAOAAuAHAAZABmAA==0Trimming FY21 and FY22 estimates 67309116IHS Markit LtdINFO /Default.aspx?mode=anote&action=redirect&id=30911622021-03-25T06:50:14.040aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAwADMALwAzADAALQBGADAAQgBFADgARgA5ADIALQA4AEMAMwBDAC0ANAA5ADYAQwAtAEEAQgBFADYALQBCADQARQAwADEAMgBDAEYARQAyADMAMwAuAHAAZABmAA==0Maintaining HOLD following fiscal 1Q21 results 68309115Adobe IncADBE /Default.aspx?mode=anote&action=redirect&id=30911512021-03-25T06:50:14.040aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADcALwAwADMALwAzADEALQAyAEUANwBFADAAOABBAEIALQBEADkAQwA0AC0ANAA2ADMAQgAtADgAOAA3ADEALQA3AEIARgBGADYAQwA2AEEAOAAzAEQANgAuAHAAZABmAA==0Maintaining BUY after fiscal 1Q results 69309110Coca-Cola CoKO /Default.aspx?mode=anote&action=redirect&id=30911012021-03-24T13:35:53.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADkALwA3ADYALQBBAEMANQBDADIAMQA5ADQALQAyAEEAMwAxAC0ANAA0ADQAOAAtADgAMQA3AEEALQAxAEQAMQAzADAAMgAwADUANgBFAEEARgAuAHAAZABmAA==0Maintaining BUY rating and $58 target 70309109Intel Corp.INTC /Default.aspx?mode=anote&action=redirect&id=30910912021-03-24T13:35:53.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADkALwA4ADMALQAyAEYARgA4AEMAMgA0ADcALQBFADYAQQA5AC0ANAA4AEIAMwAtAEEARAA0ADQALQAyADkAQwAyADEANAAxADgAQwAwAEUAOQAuAHAAZABmAA==0Empire strikes back with new plants, merchant fab strategy 71308525Hormel Foods Corp.HRL /Default.aspx?mode=anote&action=redirect&id=30852522021-03-24T06:52:17.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwA1ADEALQBCADkARQAzADMANAA1ADMALQAwADEAQQAzAC0ANAA1ADIARQAtADgANABFAEEALQBCADgAMQBFAEQAQwBBADYANwAzAEMARQAuAHAAZABmAA==0Reiterating HOLD on Hormel Foods 72308524Colgate-Palmolive Co.CL /Default.aspx?mode=anote&action=redirect&id=30852412021-03-24T06:52:17.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwA1ADAALQAxADYAOQAyAEYANwA3ADUALQBCADUAOABEAC0ANABFADMAOAAtADgAMQAxADkALQBGADEANABFADIAMwA5ADcANwAwADEAMQAuAHAAZABmAA==0Maintaining $94 target 73308523Nokia CorpNOK /Default.aspx?mode=anote&action=redirect&id=30852322021-03-24T06:52:17.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwA1ADIALQA3ADgAOAAzADgARQBEAEMALQA3ADkARAAxAC0ANABEADIAMgAtADkANAA2ADAALQAzADIARgAxADUANwA2ADEAQQA3ADQANgAuAHAAZABmAA==0Multi-year outlook and job cuts; reiterating HOLD 74308522Incyte Corp.INCY /Default.aspx?mode=anote&action=redirect&id=30852212021-03-24T06:52:17.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwA1ADMALQBBADAAQQA2ADkAMwBEADAALQA0AEIARgBDAC0ANAAxAEEARAAtAEIAQgBEADUALQA1AEMAOQBGAEEANQA3ADEANQA4ADgAQgAuAHAAZABmAA==0Continued pipeline progress; reiterating BUY 75306887Equity Residential PropertiesEQR /Default.aspx?mode=anote&action=redirect&id=30688722021-03-23T13:15:31.853aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwA0ADYALQAxAEEAMwBGADEAQwA0ADcALQBBAEUAMwA1AC0ANAAwADEARAAtADgAOQAyADkALQA3ADUANgAxADQANAA1ADYANQBGADEAMwAuAHAAZABmAA==0Maintaining HOLD on challenging outlook 76306875Southwest Airlines CoLUV /Default.aspx?mode=anote&action=redirect&id=30687512021-03-23T06:48:49.470aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAzADEALQAxAEMARABCADYAMQBBAEEALQBFAEIAMwA1AC0ANAAxADMAOAAtAEEAQQBBADQALQBEADIANQAyADcANwA0AEQANwBBADYANQAuAHAAZABmAA==1Raising to BUY with $68 target 77306874Netflix IncNFLX /Default.aspx?mode=anote&action=redirect&id=30687412021-03-23T06:48:49.470aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAzADAALQBBAEIANgBFAEQAMwA4ADgALQA2ADEANgAyAC0ANAAwAEMAMAAtADkAOQA0ADAALQA4ADkAOQAzAEYARAA1AEEARQA1ADYARAAuAHAAZABmAA==1Upgrading to BUY with $650 target price 78306868Essential Utilities IncWTRG /Default.aspx?mode=anote&action=redirect&id=30686812021-03-22T13:36:24.400aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAyADUALQBDAEYAMwBEADYAOAAzADkALQBBADcAQwAyAC0ANABFAEEAQQAtADkAMgAzAEQALQA2ADcARgBEADcARgA5ADQANwA4AEMAOAAuAHAAZABmAA==0Reiterating BUY and $55 price target 79306867Dollar General Corp.DG /Default.aspx?mode=anote&action=redirect&id=30686722021-03-22T13:36:24.400aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAyADcALQBEADAARAAwAEMAMAA0ADMALQA2ADUAMQBCAC0ANAA5ADYARgAtADkAMAAyADEALQBEADgAMgBCADkAMQBBAEQAOQA4ADUAMAAuAHAAZABmAA==0Looking for favorable entry point 80306866Nike, Inc.NKE /Default.aspx?mode=anote&action=redirect&id=30686612021-03-22T13:36:24.400aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAyADYALQAyADgANgAxADkAQQA4ADYALQA2ADYARQA4AC0ANAA2ADYAMAAtADgAQgAxAEEALQA0AEEAMAAzADYANwAyADEARAA1AEIANAAuAHAAZABmAA==0Strong earnings despite shipping delays 81306851Fedex CorpFDX /Default.aspx?mode=anote&action=redirect&id=30685112021-03-22T06:56:40.987aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAxADMALQBBAEEAOQAxAEEARAA4ADEALQAxAEUANQBEAC0ANAAwADEAMgAtAEEARABBADcALQBDAEIARABGAEYAQQA3ADAAQQBDADYAMQAuAHAAZABmAA==0Recent underperformance offers buying opportunity 82306850Seagate Technology PLCSTX /Default.aspx?mode=anote&action=redirect&id=30685012021-03-22T06:56:40.987aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAxADUALQA3AEEAMwA4ADgAQwA1ADEALQAwADAANwA5AC0ANABDAEYANwAtADgAQgBGADkALQBFAEUANQA4ADMAOABDAEEAOAAzADcAQgAuAHAAZABmAA==0Focused on mass capacity storage market; reiterating BUY 83306849American Electric Power Co IncAEP /Default.aspx?mode=anote&action=redirect&id=30684912021-03-22T06:56:40.987aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAxADQALQBCADYAMgBFAEUANwBCAEEALQAzADAANABBAC0ANAA3ADIAOQAtADgAQgA2ADQALQA2ADkANgA5ADQAMgA5ADUANABBAEUARAAuAHAAZABmAA==0Maintaining BUY on strong utility 84306848Wendy`s CoWEN /Default.aspx?mode=anote&action=redirect&id=30684822021-03-22T06:56:40.987aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA5ADcALwAxADYALQA3AEMAOQAyAEIANgA4AEIALQBGADkAQgAxAC0ANAAzADkARQAtAEIARQBDADYALQBEADEAQwBBADYAOAAzADgAMAA5ADYAMwAuAHAAZABmAA==-1Downgrading to HOLD following 4Q results 85306265Sempra EnergySRE /Default.aspx?mode=anote&action=redirect&id=30626512021-03-19T13:04:45.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAzADkALQAzAEUAQQAzADUANAA4ADAALQBFADIANwAyAC0ANABDAEUAQwAtADkAOABGADgALQA5AEEANQAxAEIARABEADgARQA5ADMAOAAuAHAAZABmAA==0Reiterating BUY on growing utility 86306264American Water Works Co. Inc.AWK /Default.aspx?mode=anote&action=redirect&id=30626412021-03-19T13:04:45.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwA0ADAALQA0ADAAMAAwADMARQA0ADgALQAwADcAMwBDAC0ANABDAEUAMwAtAEEAMwAyADIALQBEAEUANgA1ADgARAA5AEIAMQAyADcANgAuAHAAZABmAA==0Maintaining BUY rating 87306263Williams-Sonoma, Inc.WSM /Default.aspx?mode=anote&action=redirect&id=30626312021-03-19T13:04:45.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwA0ADMALQA3AEYANAA0ADQANwBCADYALQBFAEIAQwBDAC0ANABCADEANgAtADkANQAxADcALQBBAEEAMwA0AEIANgA5ADkARQBEAEUAQwAuAHAAZABmAA==0Raising target to $185 88306262Darden Restaurants, Inc.DRI /Default.aspx?mode=anote&action=redirect&id=30626212021-03-19T13:04:45.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwA0ADIALQA2ADAAQgBDADUAMQA1ADYALQA5AEEAOAAyAC0ANAAzADcARgAtAEEANgAyAEEALQA3AEMAQgAzADkARABDADAAMwA5AEIAQwAuAHAAZABmAA==0Boosting target price to $160 89306261AbbVie IncABBV /Default.aspx?mode=anote&action=redirect&id=30626112021-03-19T13:04:45.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwA0ADQALQA3ADQANAA5ADUARgBCAEUALQA5AEUARgA3AC0ANAA1ADgARAAtADkARAA2AEEALQBFADQAQwA4ADAANAA2ADUAMAA3AEUAOAAuAHAAZABmAA==0Reaffirming BUY with $130 target 90306249TEGNA IncTGNA /Default.aspx?mode=anote&action=redirect&id=30624912021-03-19T06:49:56.657aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAyADMALQBCAEMARgAxAEEAQgAwADEALQA3AEQAOQBFAC0ANAA4ADQAMQAtADkAOAA1AEUALQA2AEYAMgA5AEMARQAxADMARQBDAEMARQAuAHAAZABmAA==0Raising target price to $24 91306248MDU Resources Group IncMDU /Default.aspx?mode=anote&action=redirect&id=30624822021-03-19T06:49:56.657aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAyADQALQAzADQANgBDADIAMQAyAEIALQA5ADYAMQA3AC0ANAA4AEYAQgAtADkAMgBCADEALQAzADAAQwAwAEMARAA4ADYAQQBBADAANgAuAHAAZABmAA==0Looking for more favorable entry point 92306247Cintas CorporationCTAS /Default.aspx?mode=anote&action=redirect&id=30624712021-03-19T06:49:56.657aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAyADUALQAxAEYAMwA4ADkAMgAzAEUALQAwADkANQBCAC0ANABGADAAQgAtADgAQgA4ADQALQA1AEIAOAAwADAAQgBFADIAMgAyAEMARAAuAHAAZABmAA==0Recent weakness offers buying opportunity 93306246Accenture PLCACN /Default.aspx?mode=anote&action=redirect&id=30624612021-03-19T06:49:56.657aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAyADcALQAwADIAOAAzADQAMgAyADAALQA0ADYARAA0AC0ANABCADYAMgAtADkARQBEADUALQA2AEYANgAxADIAMQBDAEYAQwA3AEQAQgAuAHAAZABmAA==0Raises guidance after strong quarter; reiterating BUY 94306245Nucor Corp.NUE /Default.aspx?mode=anote&action=redirect&id=30624512021-03-19T06:49:56.657aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA4ADgALwAyADYALQA5ADMAMQA5AEIAQwAwADYALQBEADUARAAyAC0ANABFADUARAAtAEEAQwBBADIALQA5AEYAOAA4ADcARABDAEUAQQA5ADkANAAuAHAAZABmAA==1Upgrading to BUY with $85 target 95306242Lennar Corp.LEN /Default.aspx?mode=anote&action=redirect&id=30624212021-03-18T12:31:55.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA3ADEALwA3ADkALQA4ADAAQwBCAEQANABFADcALQA5ADQANQA0AC0ANAAxADcAMgAtAEEANwAyAEMALQBEADQAMQAxADkARgAxADYAMAA5ADQANgAuAHAAZABmAA==0Raising estimates and boosting target to $115 from $100 96306241Freeport-McMoRan IncFCX /Default.aspx?mode=anote&action=redirect&id=30624112021-03-18T12:31:55.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA3ADEALwA4ADAALQBDAEEAQwA5ADQANAA3ADIALQA2ADEARgAwAC0ANAAwADIAQQAtAEEAMQAxADkALQA0ADAAOQBGAEYANQAxAEIANQAzAEIARQAuAHAAZABmAA==0Raising target price to $42 97306228Hasbro, Inc.HAS /Default.aspx?mode=anote&action=redirect&id=30622812021-03-18T06:41:43.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA3ADEALwA2ADQALQA3AEMAOQAxAEIAQgAwADUALQAzADMANgAyAC0ANAAxADUANgAtADkAQQA5ADMALQA0AEMAMgA4ADUAMQAyAEEANQA0AEMAMAAuAHAAZABmAA==0Strong fourth quarter; maintaining BUY 98306227Church & Dwight Co., Inc.CHD /Default.aspx?mode=anote&action=redirect&id=30622712021-03-18T06:41:43.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA3ADEALwA2ADUALQBGADcANgAyADgARgBBADAALQBFADEAOQA3AC0ANABCAEEARAAtAEEANQA0AEMALQAzADMAOABCADAANQBFADIAMwBCADMAMAAuAHAAZABmAA==0Maintaining BUY rating 99304594Oracle Corp.ORCL /Default.aspx?mode=anote&action=redirect&id=30459422021-03-17T13:26:37.380aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA1ADYALwA3ADEALwA1ADgALQAwAEMANQA0AEEAMQA2ADgALQBDAEMAMwBBAC0ANAAxADIANAAtADkAMgA0AEQALQA1AEUARgA4AEUAMgAxAEQAQgAwADQARQAuAHAAZABmAA==0Maintaining HOLD rating 100

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SPACS Take Off

Demand for Specialty Acquisition Corporations (SPACs) has been tremendous in the past year. During the most-recent quarter, more than 300 SPACs raised more than $88 billion. These "shell" or "blank-check" companies emerge from their funding rounds as ready-to-go corporations, seeking to add operations through M&A. Many private companies are attracted to SPACs, which offer a pathway to the public markets without the headache of an IPO. The biggest SPAC in the latest quarter was Soaring Eagle Acquisition Corp. (SRNGU), which raised $1.5 billion and is focused on media and entertainment companies. Other sizable SPACS included KKR Acquisition Holdings Corp. (KAHC.U), sponsored by the private equity company KKR and focused on consumer and retail companies; Austerlitz Acquisition Corp. Inc. (ASZ.U), which is focused on financial technology businesses; and Churchill Capital Corp. VII (CVII.U), which is the seventh SPAC sponsored by Michael Klein. These three SPACS each raised $1.2 billion. We expect the SPAC trend to stay hot in 2021, but note that an investment bubble may be emerging as SPACS seeking to invest their money during their two-year windows for investment could drive up prices for private firms in the popular Med-Tech and Fin-Tech industries. Corp. (SRNGU), which raised $1.5 billion and is focused on media and entertainment companies. Other sizable SPACS included KKR Acquisition Holdings Corp. (KAHC.U), sponsored by the private equity company KKR and focused on consumer and retail companies; Austerlitz Acquisition Corp. Inc. (ASZ.U), which is focused on financial technology businesses; and Churchill Capital Corp. VII (CVII.U), which is the seventh SPAC sponsored by Michael Klein. These three SPACS each raised $1.2 billion. We expect the SPAC trend to stay hot in 2021, but note that an investment bubble may be emerging as SPACS seeking to invest their money during their two-year windows for investment could drive up prices for private firms in the popular Med-Tech and Fin-Tech industries.

Market Podcast

John Eade

11/18/2020 more | 6m 0s

Argus President John Eade outlines his Eight Fundamental Forecasts for 2021

2021 Investment Theme Podcast Series

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

3m 35s

1m 28s

3m 7s

1m 49s

AI Data Center Growth

2m 22s

High Yield

2m 48s

New Normal App Economy

1m 42s

2m 14s

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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.

02/03/2021

Industrials

$196.75

ABT - ABBOTT LABORATORIES

02/03/2021

Healthcare

$121.50

ABBV - ABBVIE INC

03/19/2021

Healthcare

$105.90

ANF - ABERCROMBIE & FITCH CO.

03/04/2021

Consumer Discretionary

$38.77

ACN - ACCENTURE PLC

03/19/2021

Technology

$284.44

ATVI - ACTIVISION BLIZZARD INC

02/18/2021

Communication Services

$96.69

ADBE - ADOBE INC

03/25/2021

Technology

$510.63

ADTN - ADTRAN INC.

02/12/2021

Technology

$18.56

AAP - ADVANCE AUTO PARTS INC

02/23/2021

Consumer Discretionary

$187.77

AMD - ADVANCED MICRO DEVICES INC.

01/28/2021

Technology

$78.55

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

John Eade

4/12/2012

View

Weekly Stock List: Shooting Stars and Falling Angels in 1Q21

John Eade

4/5/2021

View

Weekly Stock List: Infrastructure Stocks

John Eade

3/29/2021

View

Weekly Stock List: Communication Services Stocks

John Eade

3/22/2021

View

Weekly Stock List: Focus List Changes

John Eade

3/15/2021

View

more...

News & Media

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 Initiates Sponsored Research Coverage 4/6/2021
Argus Sponsored Research Reports ASBISc Enterprises Plc (WSE: ASB)

Argus Updates Sponsored Research Coverage 3/31/2021
Argus Sponsored Research Reports Travelzoo (NCM: TZOO)

Argus in the News 3/23/2021 Joe Bonner / On Netflix & Adobe TDAmeritrade.com

Argus Updates Sponsored Research Coverage 3/8/2021
Argus Sponsored Research Reports Aptorum Group LTD (NGS: APM)

Argus Updates Sponsored Research Coverage 3/2/2021
Argus Sponsored Research Reports AzurRx BioPharma Inc (NASDAQ: AZRX)

Conference Call - Technology: Everything Flows Through the Data Center 3/3/2021

PDF icon Conference call slides

Argus Initiates Sponsored Research Coverage 2/22/2021
Argus Sponsored Research Reports Boomer Holdings Inc. (OTCQB: BOMH)

Argus Updates Sponsored Research Coverage 2/19/2021
Argus Sponsored Research Reports Dogness Int’l (NGM: DOGZ)

Conference Call - Financial Services: Opportunities in a Rising Rate Environment 2/3/2021

PDF icon Conference call slides

Argus 2021 Performance Review 1/25/2021
Argus Quality Review

Argus Initiates Sponsored Research Coverage 1/22/2021
Argus Sponsored Research Reports Better Choice Company Inc. (OTCQX: BTTR)

Argus in the News 1/21/2021 Bill Selesky / on GM FoxBusiness.com

Argus in the News 1/20/2021 Stephen Biggar / On The State of the Banking Sector TDAmeritrade.com

Conference Call -Argus Analysts’ Top Picks for 2021 1/6/2021

PDF icon Conference call slides

The Argus Innovation Model Portfolio
Now Available

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 costs are lower. Yet the U.S. economy, prior to the pandemic, had expanded to record levels. And now, the U.S. Healthcare industry is mobilizing to improve COVID-19 testing, treatments and vaccines. Consider that U.S. GDP was approximately $1 trillion in 1930 but nearly $22 trillion at the end of 2019. That’s growth of 22-times. Meanwhile, the U.S. population has grown less than 3-times during that time span, to 320 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 2020 was approximately $32 trillion, representing 41% of global equity market capitalization, while U.S. GDP represented only 25% of global GDP. The current low level of interest rates (the benchmark 10-year Treasury bond yield is 1.1%) and the relatively high level of the dollar both attest to the confidence that global investors have in the innovative U.S. economy.

Market View

Stocks Inch Higher; Banks Surpass Earnings Estimates

Markets are inching higher Wednesday morning. JP Morgan (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) all reported better than expected earnings and revenue before market open today for the first fiscal quarter of 2021. Bed Bath & Beyond (BBBY) stock fell 15% after reporting quarterly performance this morning in which it surpassed estimates for earnings but missed on revenue expectations.

The S&P 500 is up 0.16%, the Dow is up 0.52%, the NASDAQ is up 0.14%, and the Russell 2000 is up 1.52%. Industries trading higher today include: Energy Equipment & Services, Metals & Mining, and Real Estate Management & Development. Industries trading lower today include: Food Products, Air Freight & Logistics, and Leisure Products. The VIX is up 0.09 at 16.74 after closing yesterday at 16.65. Options on SPDR S&P 500 ETF Trust (SPY) have appeared on the most-active list today with more than 6,429 Apr 14, 2021 call changing hands. The put/call ratio is 0.59 (247,493/416,611). NYSE Adv/Dec (2,224/771). NASDAQ Adv/Dec (2,632/981).

The S&P 500 is up 0.16%, the Dow is up 0.52%, the NASDAQ is up 0.14%, and the Russell 2000 is up 1.52%.

Industries trading higher today include: Energy Equipment & Services, Metals & Mining, and Real Estate Management & Development. Industries trading lower today include: Food Products, Air Freight & Logistics, and Leisure Products.

The VIX is up 0.09 at 16.74 after closing yesterday at 16.65. Options on SPDR S&P 500 ETF Trust (SPY) have appeared on the most-active list today with more than 6,429 Apr 14, 2021 call changing hands. The put/call ratio is 0.59 (247,493/416,611). NYSE Adv/Dec (2,224/771). NASDAQ Adv/Dec (2,632/981).

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 04/12/2021

Jobs Report Spurs Optimism: Our Monthly Survey of the Economy, Interest Rates, and Markets

The U.S. economy added 916,000 jobs in March, according to the nonfarm payrolls report from the Commerce Department’s Bureau of Labor. Unemployment ticked down to 6.0% from a prior 6.2%. Gains were led by leisure and hospitality, as companies prepare for an influx of travelers anxious to ditch their homebound lives of the preceding 12 months. ... more

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Market Watch {date:this.formatDateShort}

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Daily Spotlight

SPACS Take Off

Market Podcast

Argus President John Eade outlines his Eight Fundamental Forecasts for 2021

2021 Investment Theme Podcast Series

Analyst Quick Notes

Weekly Stock List: Focus List Changes

Weekly Stock List: Shooting Stars and Falling Angels in 1Q21

Weekly Stock List: Infrastructure Stocks

Weekly Stock List: Communication Services Stocks

Weekly Stock List: Focus List Changes

News & Media

The Argus Innovation Model Portfolio Now Available

Market View

Stocks Inch Higher; Banks Surpass Earnings Estimates

Weekly Economic Commentary

Jobs Report Spurs Optimism: Our Monthly Survey of the Economy, Interest Rates, and Markets

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

The Argus Innovation Model Portfolio
Now Available