377080100trueLoaded Data796071Williams-Sonoma, Inc.WSM/Default.aspx?mode=anote&action=redirect&id=79607112025-05-23T13:32:13.003aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwA0ADkALQBCAEIAQQA2ADIAMgAxADkALQA4ADkANQA3AC0ANAA1AEYAQgAtAEIARgA2ADMALQA3ADkAOQA4AEIARAA0ADAAMQAzAEEAOAAuAHAAZABmAA==0Innovation and strong operations continue1796070Vontier CorpVNT/Default.aspx?mode=anote&action=redirect&id=79607022025-05-23T13:32:13.003aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwA0ADYALQA2ADEANQBDAEEAQwBFAEMALQA0ADIARQA5AC0ANABBADIAOQAtAEEAOQA2AEEALQA3ADQAMwBBAEQANQA1AEUAQgAzADUARgAuAHAAZABmAA==0Looking for a more favorable entry point2796069United Parcel Service, Inc.UPS/Default.aspx?mode=anote&action=redirect&id=79606912025-05-23T13:32:13.003aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwA0ADgALQBDADQAQgA0ADIAQQAzAEIALQAwADIARgA2AC0ANABCAEQANQAtADkAQwBCADAALQA1AEYAOAA1AEUAMQAwADQANAAxAEEAMwAuAHAAZABmAA==0Recent weakness offers a buying opportunity3796068Novartis AGNVS/Default.aspx?mode=anote&action=redirect&id=79606822025-05-23T13:32:13.003aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwA0ADcALQA4AEUAMAA2ADQAMQA0ADAALQBBADkANwA0AC0ANAA5AEEAQQAtADgAMgA3ADMALQA3AEEAOQAxADkAMQA5AEQAQgA2ADgAOAAuAHAAZABmAA==0Key products set to lose exclusivity in mid-20254796055Host Hotels & Resorts IncHST/Default.aspx?mode=anote&action=redirect&id=79605512025-05-23T06:56:49.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAzADUALQA1AEIAOQA5ADgANgBBADMALQAyADQANAA0AC0ANABEADEAOQAtADgAMAAwAEYALQBDADAAMwBEADkAMAA3ADAAMwBEADYARQAuAHAAZABmAA==0REIT ups guidance midpoint by $0.06 per share5796054American Intl Grp InAIG/Default.aspx?mode=anote&action=redirect&id=79605412025-05-23T06:56:49.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAzADYALQA0AEUANwAyAEMANwAxADcALQBDADcAQQBBAC0ANAAyADAANgAtADgAQgAxAEMALQAxAEUAMQAxADgANQBDAEYAMgA0ADUAMwAuAHAAZABmAA==0Catastrophe losses hamper 1Q results6796053Vertex Pharmaceuticals, Inc.VRTX/Default.aspx?mode=anote&action=redirect&id=79605312025-05-23T06:56:49.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAzADMALQA0ADYAMgBCADYANwBBADUALQA0ADEANQAzAC0ANAAwADcANwAtAEEAMABGADkALQBBADYAQwBCAEUANwA3ADIAOQAwADMAQQAuAHAAZABmAA==0Discounted price offers buying opportunity7796052Public StoragePSA/Default.aspx?mode=anote&action=redirect&id=79605222025-05-23T06:56:49.700aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAzADQALQA3ADIARgA2AEIAQgA1ADUALQAxAEIARABDAC0ANABGAEIAQwAtADgANQBCADIALQA2ADIAOQA1ADgAQgAxADYANQBFADYAOAAuAHAAZABmAA==0REIT faces California price limits and FX losses8796048Lowe`s Cos., Inc.LOW/Default.aspx?mode=anote&action=redirect&id=79604812025-05-22T12:44:24.017aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAyADIALQBCAEUARAA5AEEAQgAzADMALQBBADYANwBFAC0ANAA3AEEAMQAtAEEAMQA2ADkALQA2AEEAQgA2ADQAOQA1ADkAQwA5ADMAMwAuAHAAZABmAA==0Pro progress continues; reiterate $290 target9796047Palo Alto Networks IncPANW/Default.aspx?mode=anote&action=redirect&id=79604712025-05-22T12:44:24.017aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAyADMALQAyADgANABDAEUAOQA3ADAALQBEAEYANQAwAC0ANABBAEYAQQAtAEEARgA4AEYALQBFADcARgBFADQAQgBBADYAQQA4AEYAQwAuAHAAZABmAA==0Platformization strategy gaining momentum10796046Analog Devices Inc.ADI/Default.aspx?mode=anote&action=redirect&id=79604612025-05-22T12:44:24.017aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAyADQALQAxADYARgA4ADgAQwA4AEUALQA1ADUAMwAyAC0ANABFADAAQwAtAEIANwAxADUALQBEADkAQgBEADEAMwBEADIARgBFADMAOAAuAHAAZABmAA==0Annual growth resumes in fiscal 2Q2511796028Humana Inc.HUM/Default.aspx?mode=anote&action=redirect&id=79602822025-05-22T07:00:24.220aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAwADQALQBBADMAQgBDADgANwAyADQALQA3ADIARgA5AC0ANAAwADYAMgAtAEEANABGAEUALQA5ADkARQA3ADcAMQA4ADgAQQAxADgARQAuAHAAZABmAA==0Seeking path to higher margins12796027Intercontinental Exchange IncICE/Default.aspx?mode=anote&action=redirect&id=79602712025-05-22T07:00:24.220aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAxADYALwAwADUALQA1AEUAMABBADUAOQA5ADAALQA2AEUAMAAyAC0ANABBAEEANwAtADgARQA1ADIALQAxAEUAMABCADkANABBAEEAMgBEADEAQgAuAHAAZABmAA==0Raising target on improving transactional revenues13793909Eversource EnergyES/Default.aspx?mode=anote&action=redirect&id=79390912025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADEALQA4ADQAOABGAEMANgBFADEALQA2ADAANwBEAC0ANAAzADAARgAtAEEANQBFADMALQA3AEEAMQA4ADAANQAyAEUANQBDAEMARQAuAHAAZABmAA==0Asset sales strengthen balance sheet14793908Home Depot, Inc.HD/Default.aspx?mode=anote&action=redirect&id=79390812025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADAALQAzAEUAQwA5ADgARgA4ADAALQA4ADEANgA5AC0ANAA3ADkAOAAtAEEAMgBEAEEALQBFADUANgBBADUAOQAzAEIARQA2AEMARQAuAHAAZABmAA==0Remain bullish; HD backs guidance15793907Ethan Allen Interiors, Inc.ETD/Default.aspx?mode=anote&action=redirect&id=79390722025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADUALQAyAEIANABGADMANgA2ADMALQBBAEEAQwBCAC0ANAA0AEQANgAtADkANABFADcALQAwADUAMwA1ADIAMwAzADMAMABEAEUARgAuAHAAZABmAA==0No evidence of a sustainable turnaround16793906HubSpot IncHUBS/Default.aspx?mode=anote&action=redirect&id=79390612025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADYALQBDAEIANABFAEUAQgBGADIALQAxADcANQBCAC0ANAA1AEEAQQAtADgANgA3ADEALQBDAEEANwAyADEARgA3ADUAMABCADkARgAuAHAAZABmAA==0Mid-market CRM sweet spot17793905DoorDash IncDASH/Default.aspx?mode=anote&action=redirect&id=79390512025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADMALQBCADkAQQAxAEQAMQA2AEMALQAxAEUANwBFAC0ANAAyADMARAAtADkAOAA4ADEALQBEAEMAOABGAEUAMgBCAEQAMQAxADkARQAuAHAAZABmAA==0Raising target price18793904Canadian Pac Kansas City LtdCP/Default.aspx?mode=anote&action=redirect&id=79390412025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADQALQA4ADQAMABEAEYAOABDAEIALQAyAEUARQBCAC0ANAA2AEUARgAtADgAOQBCADkALQBEAEUANABFAEEAMQBEADMANABCADUANAAuAHAAZABmAA==0Raising target price19793903AMGEN Inc.AMGN/Default.aspx?mode=anote&action=redirect&id=79390312025-05-21T12:58:24.620aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA5ADIALQA2ADIAQgA5AEYAOQA0AEUALQAxADUAQwA4AC0ANABBADQANgAtADkANAA0ADIALQBDADAAOQA4AEMARABEADUANwBBAEYAMAAuAHAAZABmAA==0Discounted price offers buying opportunity20793888Allstate Corp (The)ALL/Default.aspx?mode=anote&action=redirect&id=79388812025-05-21T06:58:00.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA3ADUALQBBAEUAQgA4ADkAOABBAEYALQA3ADEANQA5AC0ANAA3ADIAMgAtADkANwBGAEMALQBGADUANwAzADYAQgBDADIANQA4ADIAMgAuAHAAZABmAA==0Catastrophes crimp 1Q results21793887ADTRAN Holdings IncADTN/Default.aspx?mode=anote&action=redirect&id=79388722025-05-21T06:58:00.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA3ADkALQA2AEQAOABCADEARQBBADIALQBGADgARgBGAC0ANAA1ADUARAAtADgAOAAxAEYALQAxADUAMQA5AEQAMwA2AEUARQBDADQAOAAuAHAAZABmAA==0Demand rising from low levels22793886Simon Property Group, Inc.SPG/Default.aspx?mode=anote&action=redirect&id=79388612025-05-21T06:58:00.630aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA3ADgALQA0ADgAQgA0ADUAMgAwADgALQA2ADUARQA4AC0ANAA1ADYAQwAtADgAMwA0AEEALQA5ADgANgBCADgAQgA5ADUAOQA5AEEAQgAuAHAAZABmAA==0Negative trading on tariff news could create opportunity23793882Mattel, Inc.MAT/Default.aspx?mode=anote&action=redirect&id=79388212025-05-20T12:46:33.050aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA2ADYALQBEAEYANgA5AEUAQwBFAEYALQBFAEYANAA2AC0ANABDADYANgAtAEEAQgA1AEYALQAzADAAMAA5ADcAMQBCADMARgAyAEIANwAuAHAAZABmAA==0Pushing through the new tariff environment24793881Alibaba Group Holding LtdBABA/Default.aspx?mode=anote&action=redirect&id=79388122025-05-20T12:46:33.050aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA2ADcALQBGADQAMQAwADEAQQA1AEUALQA2ADIARABEAC0ANABEAEQANQAtAEEANwBCADIALQAyAEMAMgA1AEUARQBFADEARAAwADIAMQAuAHAAZABmAA==0China retail growth but misses consensus25793866DTE Energy Co.DTE/Default.aspx?mode=anote&action=redirect&id=79386612025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA0ADkALQA0AEUAQgA2ADkAQgAzADEALQAzADcAMAAwAC0ANAA1AEIAMwAtADgANgAyAEYALQBBADEARQBFAEMARgA5ADEARABDAEMAQwAuAHAAZABmAA==0The utility is reporting expansion by auto and medical industries and solid growth in new housing permits.26793865Prudential Financial Inc.PRU/Default.aspx?mode=anote&action=redirect&id=79386512025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA1ADAALQA0AEQANwBBADcAQwBDAEUALQA0AEYAMABGAC0ANAA4ADEAMwAtAEEARgBGAEYALQA0ADIARQAxADkARQBDAEQANwA1ADAAQwAuAHAAZABmAA==0Dividend yield of 5%27793864Metlife IncMET/Default.aspx?mode=anote&action=redirect&id=79386412025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA0ADgALQAxAEUAMQAxAEMANwBCAEYALQBCADkAOQBCAC0ANAA0ADEARQAtAEEARABCADAALQBCAEIANAAzADgAMwA2ADcANQAyADgANgAuAHAAZABmAA==0Lower U.S. dollar crimping results28793863Charter Communications Inc.CHTR/Default.aspx?mode=anote&action=redirect&id=79386322025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA1ADIALQA1AEYANAA3ADgAMQA4ADcALQBEAEEAOAA2AC0ANABCADcARQAtADkAOABEADkALQAxADAAMgA0ADQANwBCADkAMgA0ADgAMAAuAHAAZABmAA==0Agrees to acquire Cox Communications29793862Kimco Realty Corp.KIM/Default.aspx?mode=anote&action=redirect&id=79386212025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA1ADEALQBBADIANwA4ADgAQgAzADYALQA0ADIARgA5AC0ANAA5AEIAMwAtAEIAOABEADEALQA3AEYAMAA0AEQANQBEADIAOQAwADIARgAuAHAAZABmAA==0New leases add 4.4 million square feet, up almost 50% from a year ago30793861Hologic, Inc.HOLX/Default.aspx?mode=anote&action=redirect&id=79386122025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA0ADcALQBFAEYARgAxAEUANQA0AEQALQBFADUARABCAC0ANABBADkAMwAtADkAOQA1AEEALQBEAEEANQAyAEMANAA2ADEARABCAEQANgAuAHAAZABmAA==0Looking for better entry point31793860Hershey CompanyHSY/Default.aspx?mode=anote&action=redirect&id=79386022025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA0ADYALQBFADcAMQBCADcARgAxAEIALQAyAEIARAA1AC0ANAAxADYAMgAtADgARgAwAEYALQA2AEUANQBGADgARgBBADEANwBCADkANgAuAHAAZABmAA==0Looking for more favorable entry point32793859International Game Tech PLIGT/Default.aspx?mode=anote&action=redirect&id=79385922025-05-20T06:47:19.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwA1ADMALQBFAEYANQBFADMANgBCADIALQBDADMARgBCAC0ANAA4AEMARAAtADkAMgBFADIALQA5ADcAQQA4ADcAMwAxAEEAOQBBADUARQAuAHAAZABmAA==-1Downgrading to HOLD33793853Harley-Davidson, Inc.HOG/Default.aspx?mode=anote&action=redirect&id=79385312025-05-19T12:24:07.463aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAzADMALQAwADIAOQA4ADIAOQBGADgALQA0ADAARgA2AC0ANAAzADgAOAAtAEEAQgBGADUALQA4ADYARgA4ADAANgA1ADYARgBDADQANgAuAHAAZABmAA==0Price weakness still offers buying opportunity34793852Choice Hotels Intl InCHH/Default.aspx?mode=anote&action=redirect&id=79385212025-05-19T12:24:07.463aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAzADQALQAyAEEAQQAzAEMARAA5ADQALQA3AEEANQA3AC0ANABFADkANgAtAEIARgBFAEUALQA0AEMAOQBBAEMANAAyADcAQgBEADcANwAuAHAAZABmAA==0Accelerated conversions and share buybacks bode well for earnings35793834Peloton Interactive IncPTON/Default.aspx?mode=anote&action=redirect&id=79383412025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADQALQBCAEMAOQBBADEANAA5AEYALQA0ADYAQgA5AC0ANABEADYAOAAtADgANwA1AEMALQA0AEUAMwAxADMAMAAxADUARQA5AEUAQQAuAHAAZABmAA==0Fiscal-year EBITDA guidance increased on the lower end36793833HCA Healthcare IncHCA/Default.aspx?mode=anote&action=redirect&id=79383312025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADcALQA5ADIAOQBDAEMANAAxADYALQBDADQAOQA3AC0ANABCADQAMAAtADkAOABFAEEALQBFADIANQBEADkANQAwADAAQgAzAEYAQgAuAHAAZABmAA==0Raising target, as growth drivers intact37793832Etsy IncETSY/Default.aspx?mode=anote&action=redirect&id=79383222025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADUALQA0ADYAOQAwAEMARABCADEALQA0AEQANQBGAC0ANAA0ADYAQgAtADkARgA5AEEALQA3AEMAMAAyAEQAQgA2ADcARgBCAEEANwAuAHAAZABmAA==0Looking for more favorable entry point38793831Enbridge IncENB/Default.aspx?mode=anote&action=redirect&id=79383112025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADMALQA1ADUANAA4ADgANwA4AEMALQBBADAANQA1AC0ANABFAEMARAAtADkAQwAzADAALQAxAEUARABBADQAOQA1AEUAOAA5ADkAOAAuAHAAZABmAA==0Raising price target39793830Cheniere Energy Inc.LNG/Default.aspx?mode=anote&action=redirect&id=79383012025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADIALQAwADgAMwBFAEYANgBCADAALQA0AEQAQgA4AC0ANAA0ADgAMAAtADgARgAxADgALQAzADkAMgAyADAAOABDADIANwA2ADMANQAuAHAAZABmAA==0Raising price target40793829Annaly Capital Management IncNLY/Default.aspx?mode=anote&action=redirect&id=79382912025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADYALQA0ADMANAAwADkARQAzADQALQA3ADUANgBGAC0ANAA3ADQAMwAtAEEAQQBBADQALQBFADQAQgBFAEEANABEADgAQwAwAEYARAAuAHAAZABmAA==0Reiterating BUY on attractive MBS spreads41793828Albemarle Corp.ALB/Default.aspx?mode=anote&action=redirect&id=79382812025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADEALQAxADUAQwBDAEUANAA3AEYALQBEAEIANgA5AC0ANAA3ADkAMQAtADgAOQAxAEMALQA5ADIANwA3ADEANwAxADUANgBBADEAQwAuAHAAZABmAA==0Deep value story42793827Regency Centers CorporationREG/Default.aspx?mode=anote&action=redirect&id=79382712025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADgALQBDADEAOQBDADkANwBDADQALQBBAEMAMgA4AC0ANAA3ADEANgAtAEIAMAA2ADkALQAwADkAMQA1ADcANwAyADYANgAxAEMANwAuAHAAZABmAA==0New leases continue to show pricing power43793826Norfolk Southern Corp.NSC/Default.aspx?mode=anote&action=redirect&id=79382622025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAyADMALQBFADgAMAA2ADUANQAwADIALQAzADgANwBBAC0ANAAyADgAMgAtAEEAOQBCADYALQBBADUAQwA1ADgAQwBDADYAOAAxAEYAMgAuAHAAZABmAA==0Near-term uncertainty44793825Gen Digital IncGEN/Default.aspx?mode=anote&action=redirect&id=79382512025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAyADQALQA4ADAAMgBEADAAMgBDAEYALQAxADYAMABDAC0ANAAzADMAQgAtAEEAMwAxAEMALQAxADgARgAzADkARABFAEQAMAA3AEMAMAAuAHAAZABmAA==0Expands into consumer financial planning market with acquisition45793824Constellation Energy CorporatiCEG/Default.aspx?mode=anote&action=redirect&id=79382412025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAxADkALQBGAEMARgA0AEUAMABGADkALQA0ADcANQA1AC0ANABDADAAOQAtADgANwAyAEUALQA3AEQANwA0AEMAQgAzAEIAQgBBAEMANQAuAHAAZABmAA==0Raising target price46793823Cava Group IncCAVA/Default.aspx?mode=anote&action=redirect&id=79382312025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAyADAALQAxADUANwBDAEYAMgBBADkALQAwADgARgA4AC0ANAA3AEMARQAtAEIAMgBCAEIALQA4ADYAMAA2ADIAMQA4ADkANAA3ADQAOAAuAHAAZABmAA==0Growth momentum on track47793822AstraZeneca PLCAZN/Default.aspx?mode=anote&action=redirect&id=79382212025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAyADEALQBGADAANgA2ADMAMQAwAEUALQA1AEMAMgBEAC0ANABCAEEANAAtADkARgA2AEMALQA1ADIAQQBDAEIARQBCADgAMgBFAEIAQwAuAHAAZABmAA==0Raising EPS estimates for 2025 and 202648793821Applied Materials Inc.AMAT/Default.aspx?mode=anote&action=redirect&id=79382112025-05-19T07:05:01.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADQALwAyADIALQA4AEUANgBGADUAQQA5AEMALQBCADIAQwBFAC0ANAAxAEQANQAtAEIAMgA1ADYALQAyAEIARQA5AEYARAA0AEIANwAyADMARAAuAHAAZABmAA==0End market recovery continues49793816Wynn Resorts Ltd.WYNN/Default.aspx?mode=anote&action=redirect&id=79381622025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA5ADAALQA5ADMARQAzAEEAOQBBAEUALQAyAEYANQBDAC0ANAAxAEEAMwAtAEEARgAyAEQALQBBADQANQBCAEMAOQAwADgARQAxAEQAOQAuAHAAZABmAA==0Results in Macau meet expectations50793815Walmart IncWMT/Default.aspx?mode=anote&action=redirect&id=79381512025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA4ADkALQAwADEAOQA3AEMAOABDADQALQA0AEUAMwBCAC0ANABGAEIAOAAtAEIAMwBCAEUALQBBADAARQBEAEQAOAA3ADEAQwAyADEAMAAuAHAAZABmAA==0Should manage tariffs as well as anyone51793814Helmerich & Payne, Inc.HP/Default.aspx?mode=anote&action=redirect&id=79381422025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA4ADgALQAwADMAMgBEADAAMgA4ADMALQBGADAANwA2AC0ANABDADMAQgAtADkARAA1ADkALQAxADQAMQBCAEQANgBFAEUAOABEADMAOQAuAHAAZABmAA==0Looking for a more favorable entry point52793798Targa Resources CorpTRGP/Default.aspx?mode=anote&action=redirect&id=79379812025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADUALQBGADAAMgBEAEMANQBFADIALQAwAEEARQBEAC0ANAAwADgAQwAtAEIAMQBCADAALQBFADMAOQA5ADQAQgAxADkANwBBADEANAAuAHAAZABmAA==0Targa's leadership in the Permian Basin position positions it for further growth53793797APA CorporationAPA/Default.aspx?mode=anote&action=redirect&id=79379722025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADYALQA2ADkAOQA5ADIARAA0AEUALQA3AEIANABEAC0ANABGADAANwAtAEEANwBBAEMALQA1AEIARQA4AEMARgA1ADcANgBDAEQARgAuAHAAZABmAA==0Waiting for a better entry point54793796Union Pacific Corp.UNP/Default.aspx?mode=anote&action=redirect&id=79379612025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADcALQBCADYANgAwADEARgA1ADcALQAwADQAMABFAC0ANABFAEEAMwAtADkARQA0ADAALQBGAEMARAAwAEYAMgBGADQANQA0ADkAQwAuAHAAZABmAA==0Pullback offers a buying opportunity55793795S&P Global IncSPGI/Default.aspx?mode=anote&action=redirect&id=79379512025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADQALQBEADAAQgBBAEUANAA0ADMALQAzAEUANABBAC0ANAAzAEMANQAtAEIANQBBAEIALQBCADcAQwAyADIAMgAxADcAOAAyADUARgAuAHAAZABmAA==0Spinning off Mobility unit56793794First Solar IncFSLR/Default.aspx?mode=anote&action=redirect&id=79379412025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADMALQA3AEQAMABGADUARABGAEEALQA5AEQANwA4AC0ANAA1ADEARQAtADkARAA2AEQALQA0ADcANgA2AEYAMQBEADgAOABCAEEAMgAuAHAAZABmAA==0Raising target price57793793Electronic Arts, Inc.EA/Default.aspx?mode=anote&action=redirect&id=79379312025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADIALQBBAEUAQwA2ADIAMgA5AEUALQBFADcANQA3AC0ANAA0ADkAQgAtADgAQQAyAEIALQBCADgAQgBDADgAQQA5ADkAOQA2ADkAQwAuAHAAZABmAA==0Raising target price to $17058793792Wolverine World Wide, Inc.WWW/Default.aspx?mode=anote&action=redirect&id=79379212025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADgALQA0AEIANAA5ADAANQBBAEIALQBBADQANwBCAC0ANAAzADgAMAAtADkAMgA4ADcALQAxADAANgBDADYAQwBDAEIAOQBEAEQARgAuAHAAZABmAA==1Upgrading to BUY with a $20 price target59793788Xerox Holdings CorpXRX/Default.aspx?mode=anote&action=redirect&id=79378822025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADgALQAzAEQAQgAzADYARQA1AEUALQBEADMAMgAyAC0ANAAxAEMARAAtADkANgA0ADEALQAzADEAOAA0ADcANgBEADUAOAA1ADQAOQAuAHAAZABmAA==0No evidence yet of a sustainable comeback60793787Super Micro Computer IncSMCI/Default.aspx?mode=anote&action=redirect&id=79378722025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA2ADEALQBDADcARgAzAEEANgBDAEUALQA3ADIAMQAwAC0ANAA0ADcAMgAtAEIAMwA5AEQALQAxADEAQgA5ADQARQAyADUAMQA5AEIAOAAuAHAAZABmAA==0Promising deals, near-term challenges61793786Incyte Corp.INCY/Default.aspx?mode=anote&action=redirect&id=79378612025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADkALQBCAEMAMwA1AEEARQAzAEEALQA4ADQAOQA1AC0ANAAyAEEAMgAtAEIAQwBEADcALQA2ADcAQgBEADgANgBGAEIANgA5AEEANgAuAHAAZABmAA==0Raising earnings estimates for 2025 and 202662793785Freeport-McMoRan IncFCX/Default.aspx?mode=anote&action=redirect&id=79378522025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADcALQA0ADgAMABDAEEAOAA0ADYALQBGAEUAOAA0AC0ANAAzAEUARAAtAEIAOABEAEMALQA4AEMARAAyADYAOQA5ADkARgA1AEQAOAAuAHAAZABmAA==0Looking for a more favorable entry point63793784Cisco Systems, Inc.CSCO/Default.aspx?mode=anote&action=redirect&id=79378412025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA2ADAALQAyAEIAMAA4AEIANwAwAEEALQBFAEIAMgA4AC0ANAA0ADkANwAtADkAOQAwADAALQAwAEIANAA4ADgAMABBADQANgAzAEYANgAuAHAAZABmAA==0AI driving network spending growth64793770WEC Energy Group IncWEC/Default.aspx?mode=anote&action=redirect&id=79377012025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADcALQBGADQAQQA1AEEAMgA3AEUALQAyADQAMgBCAC0ANAA2ADcAMAAtADkARAA0AEQALQAwAEMANQBGADgAMgBEAEQANgAxAEEAMAAuAHAAZABmAA==0Earnings growth solid compared to peers65793769Essential Utilities IncWTRG/Default.aspx?mode=anote&action=redirect&id=79376912025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADQALQBFADYANwAzADAAOABGAEUALQBCAEQANAAyAC0ANAAyAEYAMAAtAEEARgA5AEYALQA1ADAAQQBGADkAOQBCAEMAQQBFAEMAOAAuAHAAZABmAA==0Low-beta stock in volatile environment66793768Unitedhealth Group IncUNH/Default.aspx?mode=anote&action=redirect&id=79376822025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADIALQBCADYAMwAzADEARgA3ADIALQA1ADAAQgA5AC0ANAAxAEIAMwAtADkARQBGAEQALQA0ADYANwAxAEIAMwA1ADcANwBDADcANAAuAHAAZABmAA==0Cloudy growth outlook amid rising medical costs67793767Occidental Petroleum Corp.OXY/Default.aspx?mode=anote&action=redirect&id=79376722025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADEALQAwADIAMgAyAEYANgAwAEQALQA1ADIAMAAxAC0ANABBADkAMQAtAEIAOQAzAEQALQA3AEQAQgBEADQARQAxADIANQA3ADEAOAAuAHAAZABmAA==0Waiting for a more favorable entry point68793766Lyft IncLYFT/Default.aspx?mode=anote&action=redirect&id=79376612025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADkALQAyADMARQA3ADEAOAAwADQALQAxAEUAOABDAC0ANABFADQAMgAtADkAQgBEADcALQAzADkAOAAyADYAOQA5ADUANgA1AEQAOAAuAHAAZABmAA==0Recent price weakness is a buying opportunity69793765L3Harris Technologies IncLHX/Default.aspx?mode=anote&action=redirect&id=79376512025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA0ADAALQA5ADAAOAA3AEYARgBGAEYALQA1ADQAMgBGAC0ANAA1ADcANQAtAEIAOABFADYALQA3ADAAMQBBADIANQAxAEEANwA1ADAARQAuAHAAZABmAA==0A strong contender for upcoming U.S. defense awards70793764Expedia Group IncEXPE/Default.aspx?mode=anote&action=redirect&id=79376412025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADYALQBCADYAOQAzAEQANQA3ADYALQA3ADQAQgA5AC0ANABGADIAOQAtADkAOQBBADMALQBFAEUANwA2ADMAQQBEADgAMQAxAEQAOAAuAHAAZABmAA==0Investor overreaction to below consensus gross bookings creates a buying opportunity71793763EBay Inc.EBAY/Default.aspx?mode=anote&action=redirect&id=79376312025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADMALQA2ADcAQwA3ADMANgAxADAALQBGADkAMAAzAC0ANAAwADIANAAtAEIAMQBBADEALQA2ADkAOABCAEQAOABDAEYANAAzADQARQAuAHAAZABmAA==0Raising target price to $7872793762DraftKings Inc.DKNG/Default.aspx?mode=anote&action=redirect&id=79376212025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADUALQBDAEIAOQBGADYAMQA0ADIALQBBADEAOQBBAC0ANAA4ADkANAAtADgANgA3ADQALQA3ADUAMABDAEEAMgBGADgAMABEAEQANQAuAHAAZABmAA==0Shares rise on better-than-expected earnings73793761Check Point Software TechnolgiCHKP/Default.aspx?mode=anote&action=redirect&id=79376122025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADgALQAyAEMAMQBCADYAMwA4ADUALQBDADgARQAxAC0ANABBAEUAMQAtAEEAMQAwADQALQA2ADUAOAAyADUAQgA5AEQAOQA2ADcAQgAuAHAAZABmAA==0Moves on AI security expansion74793252OGE Energy Corp.OGE/Default.aspx?mode=anote&action=redirect&id=79325212025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADYALQBBAEMAOQAzAEQARQA4ADYALQA3AEYAQQBBAC0ANAAxAEUANgAtAEIANAA3ADEALQAxAEQAMwBEAEQARAAwAEQAOABCADAARAAuAHAAZABmAA==0We see growth driving the stock price higher75793251Skyworks Solutions, Inc.SWKS/Default.aspx?mode=anote&action=redirect&id=79325122025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADQALQAzADkANQA5ADkANQAyADYALQBEADMAMgA1AC0ANABGADAAMgAtADkAMQBFADYALQBDADIANgA0ADkAQwA5ADIANABCAEYANgAuAHAAZABmAA==0Extensive management changes; reiterate HOLD76793250Conoco PhillipsCOP/Default.aspx?mode=anote&action=redirect&id=79325012025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADUALQAyADMANgA3AEMANAA0AEMALQAwAEQAMAA3AC0ANAA4ADUAMAAtAEEAOAAyAEEALQA3AEUANgA0AEEAOAAwAEYARAA2AEUAMgAuAHAAZABmAA==0Recent price weakness offers a buying opportunity77793249Becton, Dickinson And Co.BDX/Default.aspx?mode=anote&action=redirect&id=79324912025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA4ADgALwAxADUALQBFADkANgA4AEMAMgA4AEUALQAyAEQAQwA3AC0ANABEAEYAQwAtADkANAA4AEQALQBEADYANwA4AEIAMgA1ADcANQAyADIANwAuAHAAZABmAA==0Corporate split could unlock shareholder value78793248Restaurant Brands Intl InQSR/Default.aspx?mode=anote&action=redirect&id=79324812025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADcALQBFADcAQgAzADQANgBEAEQALQBEADUAOAAyAC0ANAAxADQANQAtADgAOQAxADUALQA0ADAAMwA4AEMARgBCAEYAQQA4ADcAQQAuAHAAZABmAA==0Company remains confident it can achieve growth targets79791629Mondelez International Inc.MDLZ/Default.aspx?mode=anote&action=redirect&id=79162922025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADMALQA4ADYANABDADcAQQA1ADIALQAzAEIANwBBAC0ANAAwAEEAOAAtAEEARgBCADAALQAyADUAMwAwAEEAMwBCADEARQBGAEMAMAAuAHAAZABmAA==0Looking for more favorable entry point80791628Goodyear Tire & Rubber Co.GT/Default.aspx?mode=anote&action=redirect&id=79162812025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADEALQBCADEARgBDAEIAQgA1AEQALQBFADMARAA4AC0ANABCADkARQAtADkAMAAxADIALQA2AEMARAA5ADUAOQAxADMAOAA4AEMAMgAuAHAAZABmAA==0Raising price target81791627Estee Lauder Cos., Inc.EL/Default.aspx?mode=anote&action=redirect&id=79162722025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADAALQAwAEQANQBFADEAQwAxADAALQA4ADMAMABGAC0ANAA4ADQANQAtADgANQA4AEMALQAyADkARAAxADMAMwAwADYANgBDAEUAQgAuAHAAZABmAA==0Soft global demand and tariffs in China harm business82791626Cheesecake Factory Inc.CAKE/Default.aspx?mode=anote&action=redirect&id=79162612025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADIALQA4ADYAOAA4ADYAQQBDADkALQBDADYANQA4AC0ANABCAEQARQAtADgANAA2ADYALQAyADAANABFADkAQgA0ADYAOAAyADEAOQAuAHAAZABmAA==0Raising our target price to $6083791625Newmont CorpNEM/Default.aspx?mode=anote&action=redirect&id=79162512025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADYALQAzAEEANQBFAEYAMgA3ADIALQA1ADAANAAzAC0ANABGAEEAMwAtADgANwBCADEALQBDADUANQAxADYAMABDAEYAOQAzADYANwAuAHAAZABmAA==0Well positioned to benefit from continuing market uncertainty84791624Fortive CorpFTV/Default.aspx?mode=anote&action=redirect&id=79162422025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADkALQA5AEIAMQBGAEIAMAA1ADIALQA2ADcAQwA1AC0ANAA0AEMAQwAtADgANQA0AEYALQBBADIARQBBADYANAA1ADQARQAxADMAQgAuAHAAZABmAA==0Staying on sidelines ahead of corporate split85791623Avalonbay Communities Inc.AVB/Default.aspx?mode=anote&action=redirect&id=79162312025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADcALQAzAEUANAA1ADcAOAA5ADIALQBFADIARABBAC0ANABGAEYARQAtADgARgBBAEIALQA0AEEARAA2ADUARABFADYAMQA0AEEAQgAuAHAAZABmAA==0Solid asset pipeline; REIT agrees to buy eight communities86791622Apollo Global Management IncAPO/Default.aspx?mode=anote&action=redirect&id=79162212025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADUALQBGAEUAOQBFAEIAOQA2ADYALQBGADEAQgBBAC0ANAAxADAARQAtAEEAMgBDADUALQAwADAANQAxADMAQgA1ADUANAA0AEYAMAAuAHAAZABmAA==0Maintaining BUY following 1Q results87791621American Water Works Co. Inc.AWK/Default.aspx?mode=anote&action=redirect&id=79162112025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADQALQAwAEMARQA2AEIANABEAEUALQA4ADYAOQBGAC0ANAA1ADQAMwAtAEEANAAzADMALQA2ADUAMQBGADIANQAwADgARQA5ADAANgAuAHAAZABmAA==0Low-beta stock88791620Microchip Technology, Inc.MCHP/Default.aspx?mode=anote&action=redirect&id=79162012025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADgALQA5AEMANQA2ADgAQwAwAEYALQA3AEYAOQA2AC0ANAA3AEMAQQAtADkAQQA0AEYALQBGADAARgA2ADUAQQAxADcANwBFAEYAOQAuAHAAZABmAA==0Outlook improving89791613Teva Phar Inds LtTEVA/Default.aspx?mode=anote&action=redirect&id=79161312025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADcALQA1AEMAQgA5AEEAQQBFAEMALQBDAEEARgBBAC0ANAAyADIAOAAtADkAQQAzADAALQA5AEYAMwA1ADYAOQBBADEAMQA5ADMANAAuAHAAZABmAA==0Raising target to $2290791612Uber Technologies IncUBER/Default.aspx?mode=anote&action=redirect&id=79161212025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADUALQBCAEQANAAzADAARABFADkALQA5AEMANwA3AC0ANABEADEAOAAtADkAQgAyADEALQA1AEYAMgA5AEUARQBEADcAOQAyADUANwAuAHAAZABmAA==0Raising price target91791611Old Dominion Freight Line, IncODFL/Default.aspx?mode=anote&action=redirect&id=79161122025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADYALQBCAEUANgBEADEANABBADQALQA1ADUAMAA1AC0ANAAwAEQARQAtAEEAQgA5ADQALQAzADAAQwAzADQANQA5ADMAMQA4ADMARgAuAHAAZABmAA==0Industry challenges continue92791610Cloudflare IncNET/Default.aspx?mode=anote&action=redirect&id=79161012025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADgALQA5ADQARAA5ADcAQQAwAEQALQA5ADMANAA3AC0ANAAyAEIAQgAtAEIAOAA3AEQALQBGAEEAQQBDADEAMABDADgAQgBEADQARAAuAHAAZABmAA==0Rapid GenAI innovation93791597Vishay Intertechnology, Inc.VSH/Default.aspx?mode=anote&action=redirect&id=79159712025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADQALQAwADkAMQBEADQANgBFAEEALQAxADMAMABCAC0ANAA0ADAANAAtAEIAMwBDADcALQA3ADcARAAzADkAQQBGADMAMAA5ADUAMgAuAHAAZABmAA==0Positive signs as distributor inventories normalize94791596Labcorp Holdings Inc.LH/Default.aspx?mode=anote&action=redirect&id=79159612025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADAALQA5AEIAMAA3ADQANQAxAEIALQBCADcANwA0AC0ANABDAEIAQgAtADkAMwA1ADUALQBCADcARgAwADEAMAA5AEIARQA0ADIANAAuAHAAZABmAA==0Growth driven by M&A and specialty testing95791595Devon Energy Corp.DVN/Default.aspx?mode=anote&action=redirect&id=79159512025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADEALQA2AEUANABEAEYAMgA3ADMALQBEAEYAMgAyAC0ANAAyADUAQQAtADgARQA3ADIALQBDAEQAQgA4ADQAMwBBAEQAMQA2ADIAMAAuAHAAZABmAA==0Recent price weakness a buying opportunity96791594Charter Communications Inc.CHTR/Default.aspx?mode=anote&action=redirect&id=79159422025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA1ADgALQA2ADAARAA1AEEAOQBCAEEALQBBADEAMABEAC0ANAAwAEIAQQAtAEEAOQBDADcALQA3ADkANQAwADYANgAzADkAOAA5ADIARAAuAHAAZABmAA==0Moves to merge with controlling shareholder97791593Brinker International, Inc.EAT/Default.aspx?mode=anote&action=redirect&id=79159312025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADUALQA2ADAARgA2AEYARgBFADkALQAxADcAMwBFAC0ANAA0ADQARQAtADkAMwA3ADIALQA5ADYARgBEADcAQgA3AEEARgAzADEANAAuAHAAZABmAA==0We see value in the stock98791592Shopify IncSHOP/Default.aspx?mode=anote&action=redirect&id=79159212025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADcALQA1ADIAQwA3AEQARgBEADUALQA1AEEARAAyAC0ANAA1AEIAQQAtADgANAA0AEYALQBGADIAOQAyAEUANAAwADkAOQA3ADYARQAuAHAAZABmAA==0Accelerating sales momentum99791591Monster Beverage Corp.MNST/Default.aspx?mode=anote&action=redirect&id=79159112025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADYALQBDADYAQQAwADkAQwA0AEYALQBFADgANgBBAC0ANABDADQAQwAtAEEAOAA5ADQALQAyADcAQQAwAEYAQwA1ADgARgAyADUAQQAuAHAAZABmAA==0Shares closed at an all-time high following 18% higher revenue100

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Home Prices May Fall This Fall

U.S. home prices have risen at a compound annual rate of almost 7% over the last 10 years. Along the way, homeowners have become richer, with households' collective equity in real estate nearly tripling to $35 trillion. But with mortgage rates back up to 7% and more homes on the market, the pace of appreciation is slowing. The S&P/Case-Shiller National Home Price Index could soon be declining on a year-over-year basis. Strong home prices are important to the economy. They provide security for lenders and, when prices are buoyant, homeowners are willing to spend on upgrades and renovations based on the belief that they will see a payoff down the road. We don't expect a significant drop in prices because the big Millennial generation is starting households and others are on the sidelines hoping to buy a piece of the American Dream. Yesterday, the National Association of Realtors reported Existing Home Sales for April that were near the consensus pace of 4.0 million at a seasonally adjusted annual rate. The median home price hit a record of $414,000, but the annual increase slowed to 1.8% as the inventory of existing homes increased by 9% to 4.4 months' supply (from 4 months in March). On May 27, we expect the Case-Shiller National Index will show 2.5% annual growth in March. The index rose 3.9% in February. The Zillow Home Value Index rose by an annual 1.4% in April, down from a 2.1% increase in March. We don't see a looming crisis, but there are growing risks that cannot be ignored. and, when prices are buoyant, homeowners are willing to spend on upgrades and renovations based on the belief that they will see a payoff down the road. We don't expect a significant drop in prices because the big Millennial generation is starting households and others are on the sidelines hoping to buy a piece of the American Dream. Yesterday, the National Association of Realtors reported Existing Home Sales for April that were near the consensus pace of 4.0 million at a seasonally adjusted annual rate. The median home price hit a record of $414,000, but the annual increase slowed to 1.8% as the inventory of existing homes increased by 9% to 4.4 months' supply (from 4 months in March). On May 27, we expect the Case-Shiller National Index will show 2.5% annual growth in March. The index rose 3.9% in February. The Zillow Home Value Index rose by an annual 1.4% in April, down from a 2.1% increase in March. We don't see a looming crisis, but there are growing risks that cannot be ignored.

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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.

04/28/2025

Industrial

$149.78

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$131.50

ABBV - ABBVIE INC

05/01/2025

Healthcare

$182.54

ANF - ABERCROMBIE & FITCH CO.

04/21/2025

Consumer Discretionary

$76.76

ACN - ACCENTURE PLC

03/24/2025

Information Technology

$316.45

ADBE - ADOBE INC

03/24/2025

Information Technology

$414.33

ADTN - ADTRAN HOLDINGS INC

05/21/2025

Information Technology

$7.87

AAP - ADVANCE AUTO PARTS INC

02/27/2025

Consumer Discretionary

$49.17

AMD - ADVANCED MICRO DEVICES INC.

05/08/2025

Information Technology

$110.71

ACM - AECOM

05/07/2025

Industrial

$107.37

Analyst
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New Portfolio Update

The Argus Innovation Model Portfolio

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

Market View

Stocks Lower at Midday on Friday

The major stocks indices are all in the red at midday on Friday. Investors were already worried about the recent spike in Treasury rates and the growing U.S. budget deficit. Now there is a new burst of tariff talk to add to their watch list. Old-school trading logic may lead many to take some defensive actions ahead of the three-day holiday weekend, this under the belief that a trend on Friday usually grows worse over the weekend as investors have time to sit back and stew about what went wrong the week before.

Stocks leading the move lower include Deckers Outdoor (DECK, off 20%), MINISO Group (MNSO, off 18%), Ross Stores (ROST, off 14%), and Booz Allen Hamilton (BAH, off 14%). Stocks bucking the daily trend by heading higher include Merus NV (MRUS, up 31%), Oklo Inc. (OKLO, up 25%), Uranium Energy (UEC, up 24%), and NuSacle Power (SMR, up 13%). Many of the winners are companies tied to nuclear energy, this as President Trump is expected to issue an executive order that will ease industry regulations. The S&P 500 is down 0.79%, the Dow is down 0.54%, the Nasdaq is down 0.91%, and the Russell 2000 is down 0.61%. Industries trading higher today include: Independent Power & Renewable Electricity Producers, Gas Utilities, and Tobacco. Industries trading lower today include: Semiconductor & Semiconductor Equipment, Communications Equipment, and IT Services. The VIX is up 1.63 at 21.91 after closing yesterday at 20.28. Options on GameStop Corp (GME) have appeared on the most-active list today with more than 7,584 contracts of the May 30 36 call, changing hands. The put/call ratio is 0.88 (1,832,809)/(2,075,102). NYSE Adv/Dec (799/1884). Nasdaq Adv/Dec (1342/2795). [Argus Research, various news and data sources]

The S&P 500 is down 0.79%, the Dow is down 0.54%, the Nasdaq is down 0.91%, and the Russell 2000 is down 0.61%.

Industries trading higher today include: Independent Power & Renewable Electricity Producers, Gas Utilities, and Tobacco. Industries trading lower today include: Semiconductor & Semiconductor Equipment, Communications Equipment, and IT Services.

The VIX is up 1.63 at 21.91 after closing yesterday at 20.28. Options on GameStop Corp (GME) have appeared on the most-active list today with more than 7,584 contracts of the May 30 36 call, changing hands. The put/call ratio is 0.88 (1,832,809)/(2,075,102).

NYSE Adv/Dec (799/1884). Nasdaq Adv/Dec (1342/2795).

[Argus Research, various news and data sources]

Weekly Economic Commentary

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The tariff environment is dynamic, to say the least. The White House has levied tariffs or threatened to levy tariffs, and often paused, postponed, or withdrawn pledged tariffs. Most recently, China and the U.S. agreed to reduce baseline tariffs to 10% for 90 days (30% in the U.S. reflecting a 20% fentanyl penalty). More than the tariffs themselves, the lack of a finished tariff infrastructure complicates business planning, staffing decisions, and capital investment. ... more

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