378400100trueLoaded Data818249Public Serv Enterprise Grp IncPEG/Default.aspx?mode=anote&action=redirect&id=81824912025-06-24T12:46:07.733aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA2ADMALQBBAEIANQA0AEUARAA2ADcALQA4ADQARQBCAC0ANABCAEIAMgAtADgAQQA5ADEALQA4AEMAOAA5AEYARQA0ADYAQgA3ADUAMgAuAHAAZABmAA==0Temperatures drove demand as scalding temperatures will impact 2Q and 3Q1816763Accenture PLCACN/Default.aspx?mode=anote&action=redirect&id=81676312025-06-24T06:42:12.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA1ADMALQAwADYANwAzAEYANAAxAEIALQBEADkANQAwAC0ANAA0ADAAQQAtAEEANQA1ADIALQA0ADEAMQAyADEARABFAEEAMAAwAEEANQAuAHAAZABmAA==0New 'Reinvention' segment and higher revenue outlook2816756Vulcan Materials CoVMC/Default.aspx?mode=anote&action=redirect&id=81675612025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADMALQA2ADYARAA5ADkAMwAzADgALQBGADYAQgA0AC0ANAA5ADkARgAtAEIARAA2AEMALQA4ADUANQAxAEQANAAyADcANQA4ADEAQgAuAHAAZABmAA==0Raising target price3816755Deere & Co.DE/Default.aspx?mode=anote&action=redirect&id=81675512025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADQALQAxAEEARQBFADgAQwA4ADIALQA0ADgANwBBAC0ANABBADMANQAtADkAMAA3ADkALQBBAEUANgA4ADMANAAxADEAOQBBADAAMAAuAHAAZABmAA==0Raising target price4815239Darden Restaurants, Inc.DRI/Default.aspx?mode=anote&action=redirect&id=81523912025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADIALQBDADgAMQA1AEUAQwA5AEYALQAzAEYAQwA1AC0ANABDADEANgAtADkANgAyADkALQAyAEMANQA4ADMANABDAEQARQBEAEIARAAuAHAAZABmAA==0Dividend increased following strong 4Q255815238Netflix IncNFLX/Default.aspx?mode=anote&action=redirect&id=81523812025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADEALQA0ADEAQgBGAEMAQQAzADkALQA0AEIAQQBBAC0ANABGADEAQgAtADgAMgA5AEQALQA2AEQARgBGADQAQgBGAEEAMQAxADcARAAuAHAAZABmAA==0Raising target price to $1,4106813747Carrier Global CorpCARR/Default.aspx?mode=anote&action=redirect&id=81374712025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADQALQAzAEMAOABDAEYAMgA0ADIALQAyADQAOQA0AC0ANABGADYAMwAtADgARgBFADgALQA3AEEARQBDAEYAMgAwADMARAA4ADkARAAuAHAAZABmAA==0Strong growth opportunities7813746Best Buy Co. Inc.BBY/Default.aspx?mode=anote&action=redirect&id=81374622025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADMALQAzAEMAQQA5ADIAMAAxADAALQBBADQANAA1AC0ANABBAEQANAAtADkAQwA3ADgALQBCADUARAAxAEIANQBDADAAQwBDAEYAMwAuAHAAZABmAA==0Reducing EPS estimates8813729Novo NordiskNVO/Default.aspx?mode=anote&action=redirect&id=81372912025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADAALQA1ADkAMwA4ADYAOQBDADcALQA5ADIANAAxAC0ANAAyADQANgAtAEEAMgAzADkALQA3ADQAQQA4ADUAOABEADIAQwA4ADkANgAuAHAAZABmAA==0New data on semaglutide and CagriSema9813728Campbell Soup Co.CPB/Default.aspx?mode=anote&action=redirect&id=81372822025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADEALQBDADAARQBFADcAMwA2AEUALQA5ADkAMQA0AC0ANAA2ADgANwAtADkANQBGAEUALQA5ADUARgA3ADIAMgBCADAARABGAEQARQAuAHAAZABmAA==-1Downgrading to HOLD10811612Under Armour IncUAA/Default.aspx?mode=anote&action=redirect&id=81161222025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADYALQAwAEEANQA2ADAAQQA1ADIALQBEADkAQwBFAC0ANAAwADAANQAtADgARABCAEYALQAzADIANwAxADcAMgA0ADAANwBBADcAOQAuAHAAZABmAA==0Revenue decline across almost all segments, channels, and regions11811611Cencora IncCOR/Default.aspx?mode=anote&action=redirect&id=81161112025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADUALQAxADkANwBGADYAOQAzADUALQBEAEQARAA3AC0ANAA5ADgAMwAtAEIAQQA0ADAALQBDADIAQgA1ADgAOQA3ADgANgA4ADQAOQAuAHAAZABmAA==0Raising target price to $33012810114Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=81011412025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADEALQAzADIAQQAwAEUAOQBBAEUALQAwAEMANQBGAC0ANAAxADIAQwAtAEEAQwAzAEIALQBCADIARgBDADMAOAA1ADcAMAA0ADYAMwAuAHAAZABmAA==0Reducing target price to $135 from $15013810113Sonoco Products Co.SON/Default.aspx?mode=anote&action=redirect&id=81011322025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADYALQBFADAAQgBFADIAQwAzADMALQA1AEUAOQAwAC0ANAAyAEEARAAtAEEAQwAyADEALQBDAEQAMQA0AEQAMwBCAEQAQgAzAEQAMgAuAHAAZABmAA==0Looking for a more-favorable entry point14810112Meta Platforms IncMETA/Default.aspx?mode=anote&action=redirect&id=81011212025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADIALQBCAEEARQAwAEQAOABEAEEALQA1ADMANABEAC0ANAA1ADEAMwAtAEIANwAzADQALQBCADAANAA5ADkANgAyADUAMwBDADQARgAuAHAAZABmAA==0Raising target price to $79015810111Norwegian Cruise Line Hldgs LtNCLH/Default.aspx?mode=anote&action=redirect&id=81011122025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADQALQA2ADQAOAA3AEQANwA4ADcALQA2AEIANgA0AC0ANABBADgAQQAtADkANQBGADEALQAzAEYAMQA2AEEARQA3ADcANwAyAEYAOQAuAHAAZABmAA==-1Downgrading to HOLD16810110Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=81011012025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADUALQBDAEMAMAA4AEUANgBDADcALQA4AEYANQA3AC0ANAA5AEEAOAAtAEIAMgA5ADgALQA4AEMANQBCADMARgBEAEYAQgA5ADQAQwAuAHAAZABmAA==1Raising to BUY as positive topline comparisons resume17810109Rollins, Inc.ROL/Default.aspx?mode=anote&action=redirect&id=81010912025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADgALQAxADIARAA4ADIAMwAxADIALQAxADAAQwBBAC0ANAAxADIAOAAtADgAQgBCAEEALQBBADMARgBFADQAOAAwADMAOABGADcAQgAuAHAAZABmAA==3Launching coverage with a BUY rating18810105Consolidated Edison, Inc.ED/Default.aspx?mode=anote&action=redirect&id=81010512025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA3ADAALQA3ADQANgA2ADIARQAzADEALQBFAEMAMgBDAC0ANABFADEAMgAtADkAMQBFADEALQAzADYARQAyAEQANgAyADUAQwBGADAANgAuAHAAZABmAA==0Steady growth and momentum19810104Alliant Energy Corp.LNT/Default.aspx?mode=anote&action=redirect&id=81010412025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADcALQA4ADkAQQAxADQAQwA0ADIALQAzAEYARgBGAC0ANAAzAEQAOAAtAEIAOQA1ADQALQAxADIANQBFADIARAA2ADQAQQAzADgAMgAuAHAAZABmAA==0Return on investment drives earnings growth20810103International Paper Co.IP/Default.aspx?mode=anote&action=redirect&id=81010312025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADUALQA2ADgANwAzAEEAQwA5AEIALQA3AEMAOQBBAC0ANABFADcARgAtAEEAQgA3AEUALQAzADQAQwBGADYARQA0AEEAOQBFADAARQAuAHAAZABmAA==0Recent weakness offers buying opportunity21810102Trane Technologies plcTT/Default.aspx?mode=anote&action=redirect&id=81010212025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADYALQA5ADUAMwA3AEIAMQA1AEYALQBCADQAOQBEAC0ANAAzADEAMgAtADgAOAA2ADQALQBEADkAMAA1ADEANgBEAEMAOAA0ADMAMgAuAHAAZABmAA==0Raising target price22808636Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=80863612025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADQALQA4ADgANQAyAEUAMwA1ADkALQAxADcAOABBAC0ANABDADkAMgAtADgANQA0ADcALQA4AEUARQA2ADQAOAAxADEARQAzADUANwAuAHAAZABmAA==0Raising target price23808635Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=80863512025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADYALQAyADIAQwA2AEYAOQA2ADkALQBGADMAQwBCAC0ANAA0ADAAMgAtADgANQA5ADcALQAzADYARABDADUANAA4ADAAMgBDAEEAMwAuAHAAZABmAA==0Investor Day Recap24808634United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=80863432025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADUALQBBADAAMABDADAAMwA3ADUALQBDADkAQgAyAC0ANABBADMAMQAtAEEAQQAyADcALQBDAEMAMQA1ADkAQgA5AEMAMAA3ADkAMQAuAHAAZABmAA==0Downgrading to SELL and dropping coverage25808628Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=80862812025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA0ADAALQBEAEQAMwAwADAANQBCADIALQBGAEMANQA4AC0ANABDAEIAMwAtAEIAMQBGAEMALQA2ADUAQwAxAEMAOAA3AEEANAA3ADMAMAAuAHAAZABmAA==0Value opportunity26808627Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=80862712025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADkALQBDADIANAA4AEEANQBCADcALQBBADgARAA3AC0ANAAwAEYANwAtAEIAMQA2ADkALQAwADcAMwAxADQANwAxADYANABEAEUAMwAuAHAAZABmAA==0Raising target price27807112PG&E Corp.PCG/Default.aspx?mode=anote&action=redirect&id=80711222025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADkALQA3ADEARQBCAEUANgAzADYALQA0ADIAQQA1AC0ANABEAEQAOQAtAEIAQQBFADEALQBEAEEAQQA0ADMANgBEADQAOQAyADIAMQAuAHAAZABmAA==0Total return potential lagging peers28807111Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=80711122025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADgALQBBAEEAOQBDAEEARAA0ADkALQBEADYARQAzAC0ANAAxADAAOQAtAEIAOABBADUALQBFADEAOQBDAEIANAA2ADYAMQBEAEMAOAAuAHAAZABmAA==0Looking for more favorable entry point29807110Cardinal Health, Inc.CAH/Default.aspx?mode=anote&action=redirect&id=80711012025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADAALQBFAEYARQAyAEEAOABCADcALQA3AEIANQA1AC0ANAAxADIARgAtAEIAOQBFADMALQA5ADkAMwA1ADQAOQA5ADQAMQBDAEMANAAuAHAAZABmAA==0Investor Day highlights robust growth outlook30807109Adobe IncADBE/Default.aspx?mode=anote&action=redirect&id=80710912025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADcALQAxAEUAQQA5ADkAQwAwADEALQBDAEIAMgA0AC0ANAAxAEEARAAtAEIAQgAxAEUALQBDADkARABGADMARgAzADEAMQA1ADIARgAuAHAAZABmAA==0Raises guidance in an uncertain environment31805747Suburban Propane Partners L PSPH/Default.aspx?mode=anote&action=redirect&id=80574712025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADYALQAzADYAMwA4AEQANAAyADEALQA3ADEAMgAzAC0ANAAwADkARQAtADkANwAxAEEALQAwADYANQAzAEUAQQBFAEUANQA2AEUAQgAuAHAAZABmAA==0Offering an attractive 7% dividend32805746Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=80574622025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADMALQBFADgANwAwAEIAMQBEADQALQA5ADEARgA3AC0ANABEADAAQQAtADgAMAAyADMALQBFAEIAOQA4AEMARQA4ADIANwAxADkAMAAuAHAAZABmAA==0Looking for a better entry point33805745Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=80574522025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADUALQA5ADIANwBCADYANgA0AEIALQA3ADcAMwA1AC0ANABBAEUARgAtAEIANQA4AEUALQBDADYAMAA4ADcAMAA1AEMAQgA2ADcAMgAuAHAAZABmAA==0Guiding to revenue decline in 202534805744BJ`s Wholesale Club Hldgs InBJ/Default.aspx?mode=anote&action=redirect&id=80574422025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADQALQAzAEQARAAzADEANwBDADcALQBBADgANwAzAC0ANABCADAAOQAtADkAQgBEADMALQA4ADYAMABCADkANwA3ADYAOQAwADkANgAuAHAAZABmAA==0Increasing our FY26 and FY27 EPS estimates35805733Nisource Inc. (Holding Co.)NI/Default.aspx?mode=anote&action=redirect&id=80573312025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADUALQAxAEEANgBCAEEAOABBAEQALQBGADkAQwBGAC0ANABCADEAMQAtAEIAOQBCAEIALQAwADQAMwAzADMAMgAzAEYAMwA1AEUARgAuAHAAZABmAA==0Buy on sector momentum as 10-year Treasury yield decreases36805732Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=80573212025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADcALQA1ADMAMwAxADEANwAwADAALQBEADcANwBBAC0ANAAwAEUANgAtAEIARAA2AEYALQAzADkAMgBBAEQANQAxADYAMwAwADUARgAuAHAAZABmAA==0Raising target price to $23537805731Illinois Tool Works, Inc.ITW/Default.aspx?mode=anote&action=redirect&id=80573112025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADYALQBEADAAMgAzADUAMgAzADEALQAzADAAOAAyAC0ANAAwADIAOAAtADkAMgAxAEYALQBDAEIANQA5AEYAMQBEAEYAMAA5AEUANwAuAHAAZABmAA==0Raising target price38805730Brown & Brown, Inc.BRO/Default.aspx?mode=anote&action=redirect&id=80573012025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADMALQAyAEQAQwA0ADYANwBBAEQALQBBADcAMwBFAC0ANAA4ADMAQQAtADkAQwBGADYALQBDADIAOQA0AEIANQA4ADgAMwA4AEEARAAuAHAAZABmAA==0Accession acquisition likely to benefit growth39805729McDonald`s CorpMCD/Default.aspx?mode=anote&action=redirect&id=80572922025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADQALQBCADQAMgA4AEMARAAzAEYALQA4ADIARAA4AC0ANAAyADQAQgAtADkARQA4ADcALQA2ADcARAA3ADcAQQAzADkAMQBDAEMAMgAuAHAAZABmAA==-1Downgrading to HOLD40805728BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=80572822025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADkALQBDADcAQwBDAEUAMQBBADYALQBDADMANABBAC0ANAAzADMANQAtAEIARQAyAEIALQA5ADcANgAzADkANAA0AEYARgA2ADMAQwAuAHAAZABmAA==-1Lowering rating to HOLD41805727Deckers Outdoor Corp.DECK/Default.aspx?mode=anote&action=redirect&id=80572722025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADkALQBGAEUAMQBCADgARgA0ADkALQBEADkAQgAwAC0ANABDADIANQAtAEEANQA1AEMALQBDADMANAA0AEYAOAAyADYAMgA2AEIARgAuAHAAZABmAA==2Launching coverage with a HOLD rating42805720Hormel Foods Corp.HRL/Default.aspx?mode=anote&action=redirect&id=80572022025-06-12T12:57:06.610aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA4ADMALQBFADkAQQBBAEUARAA0AEYALQBFAEYANQAxAC0ANABBAEUARgAtADgAQgAxADIALQBGAEMARgBDAEYAMQBEAEQAQQBEADkAOAAuAHAAZABmAA==0Looking for a more favorable entry point43804215Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=80421512025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADcALQBEADgARQBGADkAMAA4ADgALQA2ADcARAAxAC0ANAAyADUARQAtAEEANAA1ADIALQAzAEYAOQBBAEQARQA1AEIAMgA4AEEAQwAuAHAAZABmAA==0Growing gulf coast region drives industrial sales volumes44804214New York Times Co.NYT/Default.aspx?mode=anote&action=redirect&id=80421412025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADgALQAyAEMAOAAzADUAQQBEAEMALQA1ADIAOAA3AC0ANAA3ADkAOAAtADkARQA5AEUALQA4ADEANwBDAEYAMgBBAEEAOQBEADkAQwAuAHAAZABmAA==0Trading at a below-average P/E multiple45802100Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=80210022025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADMALQBFADkAMgBDAEIAOABDADEALQBDAEIARgA1AC0ANAA1ADkARgAtADkAMgBEADAALQA1ADYANABEADMARgAzAEIANAAzADQAQwAuAHAAZABmAA==0On an acquisition spree46802099Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=80209912025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADIALQA4ADkAQgBEAEMARQA0ADEALQA2ADcAMAAwAC0ANAA0AEUAMAAtAEIARABEAEEALQAxAEQAOAA1AEUAQQBGAEEAOQBBADQARQAuAHAAZABmAA==0AI data center momentum; robust guidance47802083Warner Bros.Discovery IncWBD/Default.aspx?mode=anote&action=redirect&id=80208322025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADIALQBGADcAOABEAEQAQQBBADgALQAyADIAMABFAC0ANAA0AEEARAAtAEIAMgA3AEQALQAzAEEANgA4ADIARAAzADcANgAwADYAQwAuAHAAZABmAA==0Announces separation of assets48802082Caterpillar Inc.CAT/Default.aspx?mode=anote&action=redirect&id=80208212025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADMALQAyAEIARgA3ADIAQgA2AEEALQBDAEUAMQBEAC0ANABEADkAOAAtADkAMQBFADkALQA2AEYAMABBAEIAMgBEADYARAA3ADgAMQAuAHAAZABmAA==0Recent weakness offers a buying opportunity49802081Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=80208122025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADUALQAwADYAMQBFAEMAQgBCADEALQBDADEAMgBCAC0ANAAyADcAOAAtAEEARgBDADAALQA1ADcAMgA2ADEARgA5AEUAOQA1ADAAMAAuAHAAZABmAA==0Looking for more favorable entry point50802080Illumina IncILMN/Default.aspx?mode=anote&action=redirect&id=80208012025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADQALQAxAEEAQwBBAEUAOQBBADEALQAyADAARQA1AC0ANABFADMARgAtAEIAMQA4AEEALQAxAEQARABFAEUAOQA2ADIAQQA1AEYAOQAuAHAAZABmAA==0Portfolio advancements drive new growth opportunities51802076Paramount GlobalPARA/Default.aspx?mode=anote&action=redirect&id=80207632025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADAALQAxAEUAMwBGADQANQBEADcALQA2ADUAMgBFAC0ANABFAEMARAAtAEEAMwBFADcALQA0ADkARQA3ADEAQgA1AEIAQgBCAEYAOQAuAHAAZABmAA==0Awaiting acquisition52802075Dicks Sporting Goods, Inc.DKS/Default.aspx?mode=anote&action=redirect&id=80207512025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADEALQBEAEUAMAAzADYAOQBEADQALQA4AEEAQQAyAC0ANAAyADEAQgAtAEEAMQBEAEEALQA1ADUAQQBFAEQANgA1ADUARQBEADYANgAuAHAAZABmAA==0Lowering our target price53802074Broadcom IncAVGO/Default.aspx?mode=anote&action=redirect&id=80207412025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADkALQA5ADIAMQBBAEQAQgBCAEEALQA1ADcANwA3AC0ANABEADEAQwAtAEEAOQA0ADkALQBEAEQARQAwADUAMgBGADkAQQA5AEUANQAuAHAAZABmAA==0AI momentum and VMware driving growth54800570Centerpoint Energy Inc.CNP/Default.aspx?mode=anote&action=redirect&id=80057022025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADEALQBCADIANABBADIARgAyADIALQBBADQARAAwAC0ANAAzADYAQwAtADkAOAA4AEYALQA4ADEAOAAwADYARAA2AEQANgA3ADAAQwAuAHAAZABmAA==0New rate cases offset by regulatory decrease for Houston Electric55800569Teladoc Health IncTDOC/Default.aspx?mode=anote&action=redirect&id=80056922025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADAALQA3AEMAMgBEADMANwA4ADUALQAyADkARgAwAC0ANAAyADkARQAtAEEAMQA2ADQALQBFAEMAOQBBADIAQwA2ADIAMgA4ADgAQQAuAHAAZABmAA==0Path to profitability gets longer56800568Ashland IncASH/Default.aspx?mode=anote&action=redirect&id=80056812025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADMALQBCAEEARQAxADcAMwBGADUALQBBAEEAMQA5AC0ANABEADQANAAtADgANAA2AEUALQBBADMAQQA3AEIAOABDADAARgA2ADMAMQAuAHAAZABmAA==0Value opportunity57800567Sherwin-Williams Co.SHW/Default.aspx?mode=anote&action=redirect&id=80056712025-06-10T07:46:36.800aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAzADIALQBCAEMAQwBDADUAQgA2AEQALQAzAEEANwBFAC0ANAA3ADYANgAtAEIAQwAwAEMALQBEADQANwBDADEAOAA4AEUARQA4AEUAQQAuAHAAZABmAA==0Showing signs of perseverance in a volatile market58800558PPG Industries, Inc.PPG/Default.aspx?mode=anote&action=redirect&id=80055822025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADUALQA5AEYAQwAwADkARAAyAEYALQBBAEUAMwBFAC0ANAAxADgAOAAtADkARABGAEEALQA0ADkAMwBFADcAMABFADYANABDADkAQgAuAHAAZABmAA==0Looking for more favorable entry point59800557Dollar General Corp.DG/Default.aspx?mode=anote&action=redirect&id=80055712025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADQALQBBAEIANwA4ADEAOQBCADcALQBCADMAMQBCAC0ANAA2AEIAMQAtADgAMgAzADMALQBGADkARQA1ADAANQBBADIAMQBCAEYAMAAuAHAAZABmAA==0Raising target price to $135 from $10560800556Lululemon Athletica inc.LULU/Default.aspx?mode=anote&action=redirect&id=80055622025-06-09T13:14:29.720aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAxADYALQBBADUARgA4ADAAOAAxAEEALQA2AEEANQBDAC0ANAA4ADMAQgAtADkARQAxAEEALQBGAEMARQAzADgAQQAwADEAMwAyAEIAQQAuAHAAZABmAA==0Full-year earnings guidance misses estimates61800538Wells Fargo & Co.WFC/Default.aspx?mode=anote&action=redirect&id=80053812025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADIALQBCADkAMwAyADIANQA2ADgALQBFADUAMABBAC0ANAA2AEMAQgAtADgARQA3AEQALQBGADQAOAAyAEQARgAzAEQANwBEADEAMwAuAHAAZABmAA==0Removal of asset cap offers renewed growth opportunities62800537Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=80053712025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA5ADkALQBFAEEAMwBFAEMAOABDADAALQBGADYAMgBGAC0ANABBADcANAAtADgANQA0ADIALQA1ADQAQwA1ADEANABEADMANgA1ADYAMgAuAHAAZABmAA==0Raising target price63800536Brighthouse Financial IncBHF/Default.aspx?mode=anote&action=redirect&id=80053622025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADAALQBEADAAQwAwADgARQAyADUALQA0ADkAOAAyAC0ANABEADIARQAtAEIAQgAzADUALQAyAEUANAAzAEMARABCADcAMAAyAEIAOQAuAHAAZABmAA==0Improving ROE but remains inconsistent64800535DocuSign IncDOCU/Default.aspx?mode=anote&action=redirect&id=80053522025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADMALQBBAEYANABCADQAQgA1ADIALQA5AEYANABCAC0ANABEAEQAMQAtAEEAOQA0ADUALQAyAEUANgAyADUARgBFAEYAQwBFADEANAAuAHAAZABmAA==0Missed billings ding DOCU65800534Tesla IncTSLA/Default.aspx?mode=anote&action=redirect&id=80053422025-06-09T07:01:39.767aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwAwADEALQAyAEMARQBBAEQAQgA2ADkALQA4AEYAMAA1AC0ANABBAEEAMwAtADkARgA2ADEALQBBADkAMgBDAEUANwAzADQAMgAzADkANQAuAHAAZABmAA==-1Lowering to HOLD66800527Thor Industries, Inc.THO/Default.aspx?mode=anote&action=redirect&id=80052722025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADQALQA1AEMAQgBDADcAOQA0ADEALQBDADMAMwAwAC0ANAA5AEQANAAtADgAMgBFADIALQA1ADkARQA3AEEAQQAzAEUARgAxADQANgAuAHAAZABmAA==02025 guidance reaffirmed; still too early for an upgrade67800526Hewlett Packard Enterprise CoHPE/Default.aspx?mode=anote&action=redirect&id=80052612025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADMALQBDADIAQgBDAEQARAA5AEUALQAwAEIAOABFAC0ANAAxADQAQQAtADkAMgBFADIALQA1ADcAOQA5ADkAMQA2AEIANwBEAEIAOQAuAHAAZABmAA==0Ongoing AI momentum, restructuring ahead68800525Gap, Inc.GAP/Default.aspx?mode=anote&action=redirect&id=80052512025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADUALQAwAEIARABFADEAOQBFAEMALQA2AEQANwA1AC0ANABGADIAMwAtAEEAQgBGADcALQBBADQARgA1AEUAQQBBADcAMAA2ADMAMgAuAHAAZABmAA==0Gap is demonstrating consistent growth69800524Central Garden & Pet Co.CENT/Default.aspx?mode=anote&action=redirect&id=80052422025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADYALQBGADgAQwA3ADcAMgBGAEMALQBEAEUAQgAzAC0ANAAzADUARQAtADkARQA5AEEALQA1AEIAOQA2ADMANgAzAEYANQBCADUAQwAuAHAAZABmAA==0Fiscal 2Q Sales were weak in both pet and garden70800523MongoDB IncMDB/Default.aspx?mode=anote&action=redirect&id=80052312025-06-06T13:11:11.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA4ADcALQBCADIARABEADkAQgAwAEEALQBFAEYAQgAwAC0ANABCAEIAMwAtAEEAQQA4ADcALQAxADUANgBFADUAMABBAEIAMgBFAEIAMwAuAHAAZABmAA==0Pursuing GenAI opportunities71800509CMS Energy CorporationCMS/Default.aspx?mode=anote&action=redirect&id=80050912025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA3ADAALQAxADMANwA3ADkAMAA4ADAALQAwAEYAMABFAC0ANAA0AEYANwAtAEIARQA4AEYALQA2ADgAMwA0AEEARgBDADkAOAAwAEUANAAuAHAAZABmAA==0Utility is well positioned to avoid tariff impacts72800508Integra Lifesciences Hldgs CorIART/Default.aspx?mode=anote&action=redirect&id=80050812025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADkALQA0AEEAMgAyADgAQwAxADcALQA4ADUAOAAxAC0ANAAxADIAMQAtADgAMQBGAEUALQAwAEYAMQAwADgAOABGAEUARAA4AEMANQAuAHAAZABmAA==0Strong demand for Integra products support our BUY-thesis73800507Abercrombie & Fitch Co.ANF/Default.aspx?mode=anote&action=redirect&id=80050722025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADYALQAxADEANAAwADcAOABEADQALQA2AEUANgBFAC0ANAA2ADIAMgAtAEIARgA3ADIALQBGAEEAQwAwAEMAMAAwADMANQA2AEYAQwAuAHAAZABmAA==0Still not confident on sales growth74800506Kenvue IncKVUE/Default.aspx?mode=anote&action=redirect&id=80050622025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADgALQAxADgANgA0AEUAMwA1AEYALQAxAEUANQBDAC0ANABCADgANAAtAEEAMQA5ADAALQBEADcANQA4ADEANAA3AEYAMQAwADEARAAuAHAAZABmAA==0Looking for more favorable entry point75800505CIENA Corp.CIEN/Default.aspx?mode=anote&action=redirect&id=80050512025-06-06T07:00:24.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADAALwA2ADcALQAzADcAQQBCAEMAMgAzADUALQBFAEUANAA0AC0ANAAxADMAMwAtAEIANgAwADUALQA2ADIAMgA5ADAAQgAxAEEAQQBBADIAQwAuAHAAZABmAA==0Broadening opportunity from AI, margin pressure76800000GSK PLCGSK/Default.aspx?mode=anote&action=redirect&id=80000012025-06-05T13:20:40.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA1ADYALQBGADMAQQBCADQAOQA2AEQALQBGADkAMAA2AC0ANAA3ADMAQQAtAEIAMAA0ADMALQBGADkAQQAxADgAMAAyADkAMgBFADYANAAuAHAAZABmAA==0Company advances pipeline77799999Crowdstrike Holdings IncCRWD/Default.aspx?mode=anote&action=redirect&id=79999912025-06-05T13:20:40.120aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA1ADcALQAwADIAQgBDADcAQwA0AEMALQA2ADQAMgBEAC0ANABDAEMAQQAtADkAMAA0ADcALQA4AEQARABGADkAQwA0AEMARQAyAEYANAAuAHAAZABmAA==0Raising target price to $54078799987Sempra EnergySRE/Default.aspx?mode=anote&action=redirect&id=79998722025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADUALQBCADEAQwBEAEQAOAA1ADEALQA5ADQAMAA3AC0ANAA4ADMANAAtAEIARQA4AEUALQA2AEYAQgA4AEIANQAxADMAOQA1ADQAMwAuAHAAZABmAA==0Cost headwinds in 202579799986Nucor Corp.NUE/Default.aspx?mode=anote&action=redirect&id=79998612025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADYALQA5AEMANAAwADUAMQBFADMALQAzADMAMABDAC0ANABBAEEARAAtADgAMQA0ADcALQBCAEUARQAzADgAMAA3AEEAQwAyADUANQAuAHAAZABmAA==0Recent weakness offers buying opportunity80799985IQVIA Holdings IncIQV/Default.aspx?mode=anote&action=redirect&id=79998512025-06-05T07:06:15.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA1ADUALwA0ADQALQAwAEMAOQA5AEIAOAAzADAALQA1AEEAMQA3AC0ANABDAEUAQQAtADkAOAA0AEMALQA5ADgAMwBFADMAMABEADcAQwAxAEMANAAuAHAAZABmAA==0BUY on price pullbacks81798370Sun Life Financial, Inc.SLF/Default.aspx?mode=anote&action=redirect&id=79837012025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADUALQBGADkAMwAwAEMARQA4ADkALQA5AEYANQBEAC0ANAAyADEARQAtADkANwBCAEEALQAxADIAMwA4ADAARQAyAEQANQA0ADEAOAAuAHAAZABmAA==0Raising target on Canadian insurer82798369Beyond Meat IncBYND/Default.aspx?mode=anote&action=redirect&id=79836922025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADcALQA2AEQAMgBBAEIAMwBEAEQALQBFAEYAMwAwAC0ANAAwAEMAMAAtAEEANgAyADUALQA0AEYANABFADYAQQAzAEIAMQBGADUANAAuAHAAZABmAA==0Looking for more favorable entry point83798368Zoom Communications IncZM/Default.aspx?mode=anote&action=redirect&id=79836822025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADQALQBBAEIARQAwADkANwA3ADcALQA1AEIARQAxAC0ANABEAEQARQAtADgAQwAwADgALQBFAEQAMAA2ADkAMQA1ADAANQBBADgAOAAuAHAAZABmAA==0Investing in new AI features while trying to hold the line on margin84798367Toll Brothers Inc.TOL/Default.aspx?mode=anote&action=redirect&id=79836712025-06-04T12:38:55.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAzADYALQAyADIANgAzADUAMwA2ADEALQBCADgAMwA4AC0ANAA1AEUANwAtADgARgAwADIALQBBADgAQwA1AEIAQwAxADQAMwBDADUANgAuAHAAZABmAA==0Reducing price target to $150 from $18585798351MDU Resources Group IncMDU/Default.aspx?mode=anote&action=redirect&id=79835112025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADMALQA0AEIAOAA5ADIARQBBADgALQAyADQAMwBBAC0ANAAzAEEANwAtAEIAQQAwADMALQBDADAARQBBADEARgA2ADEAQwA4ADAANgAuAHAAZABmAA==0Strong results after restructuring as pure play utility86798350Dominion Energy IncD/Default.aspx?mode=anote&action=redirect&id=79835022025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADQALQAxADkAQQBFAEIAMwAwADIALQA3AEUAMAAxAC0ANAAzADYAMAAtADgAOQAyADkALQBFADcAMQAwADQANgA0ADYAOABGAEIAMQAuAHAAZABmAA==0Results reflect adjustments and regulatory impacts.87798349Royal Bank of CanadaRY/Default.aspx?mode=anote&action=redirect&id=79834912025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADUALQA5AEIANABEADAAMgAwADgALQA3ADUARAAxAC0ANABFADIAQwAtADgAQQBDADgALQBDADUAQgA5ADQANABBAEMAMgA3ADQAMgAuAHAAZABmAA==0Maintaining target following 2Q25 results88798348UWM Holdings CorporationUWMC/Default.aspx?mode=anote&action=redirect&id=79834822025-06-04T07:02:45.150aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAyADIALQA1AEMANwAzADAAMQBCADkALQA5AEMAOAA5AC0ANAA3ADUANgAtADkAOQAwAEQALQBFADkAMgA1AEMARgAyADMARAAxADIAQQAuAHAAZABmAA==0Mortgage rates remain elevated89798344Ameren Corp.AEE/Default.aspx?mode=anote&action=redirect&id=79834412025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAxADAALQA3ADAAQQAzAEMANwA5ADQALQAyADkAMQAxAC0ANAAyADgAQQAtAEEAMQBFAEIALQA0ADkANABDAEEAQgAwAEYAQgAwAEIAOAAuAHAAZABmAA==0New investment drives electric and gas results90798343BCE IncBCE/Default.aspx?mode=anote&action=redirect&id=79834322025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAwADkALQBGAEMANwBDADYARQAyADIALQA3ADkAMgA3AC0ANABGADUAMQAtAEIAMwAzAEUALQA5ADUAQwA3AEEAMAA0AEQAMABDADgAMQAuAHAAZABmAA==0Expanding margins on declining revenue91798342NetApp IncNTAP/Default.aspx?mode=anote&action=redirect&id=79834212025-06-03T13:19:22.833aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADkALwAxADEALQAzADIAMQA5ADUAMgAwADgALQBGADkAQgBBAC0ANAA2ADAANQAtADgAQgA4ADcALQBFAEIANwA3AEYAQwA2ADMAMQBBAEMARAAuAHAAZABmAA==0Conservative, margin progress92798328Edison InternationalEIX/Default.aspx?mode=anote&action=redirect&id=79832812025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADcALQBCADMANgA2AEEAQgBDADAALQAxADkANwAxAC0ANABFADYAMQAtADgAQQBBAEIALQAzADUAMwAzAEIANwA4ADgARAA4ADAAOQAuAHAAZABmAA==0EIX recent results top consensus93798327Tyson Foods, Inc.TSN/Default.aspx?mode=anote&action=redirect&id=79832722025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADYALQA2ADkARgA4AEUARgBCADkALQBBAEIAMQA3AC0ANAAyADAANQAtAEIAMgAzADgALQBEADQAQgAyADYANAAxADkAQQAwADUANgAuAHAAZABmAA==0Looking for more favorable entry point94798326Mckesson CorporationMCK/Default.aspx?mode=anote&action=redirect&id=79832612025-06-03T06:38:17.973aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA5ADgALQBEAEEANwBEADMARQBGAEYALQA2ADkAMQAwAC0ANABDADYANQAtADkAQQAxADQALQA0AEQAQwBFADQAMwA3ADgARgA5ADkAMwAuAHAAZABmAA==0Raising target to $77595798320Costco Wholesale CorpCOST/Default.aspx?mode=anote&action=redirect&id=79832012025-06-02T12:21:01.687aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA4ADYALQBDAEYANgA1ADcANgAxADAALQA0ADEAQQAzAC0ANAAyAEUANAAtAEEARABGAEIALQA3AEEANAA0ADMANgA0ADIANgA0ADYAMAAuAHAAZABmAA==03Q EPS up 13%; raising target96798303American Electric Power Co IncAEP/Default.aspx?mode=anote&action=redirect&id=79830312025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADYALQBGADYARgBDADcAMgBGAEUALQA3AEIARABBAC0ANABCADMAOAAtADkARAAyADUALQBFADUARgAxADAAMgA3AEEAMgA1ADgANQAuAHAAZABmAA==012% gain in commercial load drives growth97798302MarketAxess Holdings Inc.MKTX/Default.aspx?mode=anote&action=redirect&id=79830222025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADcALQA0AEQAOABDAEQANQBFADgALQA1AEUAOAA5AC0ANAAwADMAMAAtAEIAQgA2ADYALQAzADYAOAA0AEEAOQBCADAANQAyAEQAMgAuAHAAZABmAA==0Remains heavily reliant on trading commissions98798301Dell Technologies IncDELL/Default.aspx?mode=anote&action=redirect&id=79830112025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADgALQAzADMAOABDADMAQwBDAEQALQA4ADkANAA2AC0ANAAyADQAMAAtAEEANQA3AEYALQA3ADkARgA0AEEAMwA0ADUAOABEADkAMwAuAHAAZABmAA==0Accelerating AI opportunity in servers, PCs99798300CBOE Global Markets Inc.CBOE/Default.aspx?mode=anote&action=redirect&id=79830022025-06-02T07:06:07.703aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwAzADgALwA3ADQALQBDAEIARABFADMANwAxADgALQA0AEQAQwA0AC0ANAA3AEEANAAtADkANwAwADYALQAwADAAOAAxADgAMQBGADcANAAyADIANQAuAHAAZABmAA==0Market volatility boosted earnings100

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55 -1 home 6/25/2025 3:53:39 AM

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Home Prices Should Continue to Rise

U.S. home prices should continue to grow, according to a panel of more than 100 housing experts surveyed by Fannie Mae in the mortgage giant's 2Q 2025 Home Price Expectations Survey. The panelists expect national home prices to grow 2.9% this year, 2.8% in 2026, and 3.4% in 2027, this after a 5.3% increase in 2024. We believe the prospect for moderate increases in home prices is positive for consumers, lenders, homebuilders, and retailers that sell everything from bath fixtures to big-screen televisions. We have watched the housing market for many years and note that rising home prices typically mean that homeowners are willing to spend on improvement projects because they see them as investments that will pay off in the future. When prices are falling, homeowners spend grudgingly because they see outlays as expenses with no significant payoff. The Leading Indicator of Remodeling Activity (LIRA) from the Harvard University Joint Center for Housing Studies has projected a 2.5% increase in remodeling activity to a record $526 billion by the end of 1Q26. The LIRA provides a projection of U.S. repair and remodeling activity for the current quarter and the subsequent four quarters. Near term, housing is treading water. Last week, May housing starts declined 4.6% year over year to a seasonally adjusted annual rate (SAAR) of 1.26 million, just below our estimate of 1.3 million. Yesterday, the National Association of Realtors reported Existing Home Sales for May. They came in at 4.03 million, above the consensus estimate of 3.95 million, and a 0.7% decrease from a year ago. It was below our estimate of 4.1 million and a 1% year over year increase. Tomorrow, we expect May New Home Sales to decline about 1.5% from a year earlier to 655,000 SAAR, compared with consensus of 693,000. This morning, we expect the S&P CoreLogic Case-Shiller National Home Price Index will post an annual increase of 2.5% in April. The index rose 3.4% in March. We have watched the housing market for many years and note that rising home prices typically mean that homeowners are willing to spend on improvement projects because they see them as investments that will pay off in the future. When prices are falling, homeowners spend grudgingly because they see outlays as expenses with no significant payoff. The Leading Indicator of Remodeling Activity (LIRA) from the Harvard University Joint Center for Housing Studies has projected a 2.5% increase in remodeling activity to a record $526 billion by the end of 1Q26. The LIRA provides a projection of U.S. repair and remodeling activity for the current quarter and the subsequent four quarters. Near term, housing is treading water. Last week, May housing starts declined 4.6% year over year to a seasonally adjusted annual rate (SAAR) of 1.26 million, just below our estimate of 1.3 million. Yesterday, the National Association of Realtors reported Existing Home Sales for May. They came in at 4.03 million, above the consensus estimate of 3.95 million, and a 0.7% decrease from a year ago. It was below our estimate of 4.1 million and a 1% year over year increase. Tomorrow, we expect May New Home Sales to decline about 1.5% from a year earlier to 655,000 SAAR, compared with consensus of 693,000. This morning, we expect the S&P CoreLogic Case-Shiller National Home Price Index will post an annual increase of 2.5% in April. The index rose 3.4% in March.

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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

$147.60

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$133.26

ABBV - ABBVIE INC

05/01/2025

Healthcare

$183.76

ANF - ABERCROMBIE & FITCH CO.

06/06/2025

Consumer Discretionary

$76.76

ACN - ACCENTURE PLC

06/24/2025

Information Technology

$295.00

ADBE - ADOBE INC

06/16/2025

Information Technology

$380.12

ADTN - ADTRAN HOLDINGS INC

05/21/2025

Information Technology

$8.46

AAP - ADVANCE AUTO PARTS INC

05/27/2025

Consumer Discretionary

$51.93

AMD - ADVANCED MICRO DEVICES INC.

05/08/2025

Information Technology

$129.58

ACM - AECOM

05/07/2025

Industrial

$111.54

Analyst
Quick Notes

Weekly Stock List: Sustainable Growth Companies

John Eade

6/23/2025

View

Weekly Stock List: Focus List Changes

Christine Dooley

6/16/2025

View

Weekly Stock List: Energy, Wealth in the Ground

Christine Dooley

6/9/2025

View

Weekly Stock List: Companies Raising Guidance

Christine Dooley

6/2/2025

View

Weekly Stock List: What Are the Big Guns Buying?

Christine Dooley

5/27/2025

View

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News & Media

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New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

Sustainable Impact Investing is gaining traction not only with Argus Research clients but also with the global investment community. As assets have flowed in over the past 40 years, Sustainable Investing has evolved. The discipline, originally known as Socially Responsible Investing, first focused on excluding companies that conducted business in South Africa, or participated in industries such as tobacco, alcohol, and firearms. In time, the list of industries to avoid increased to include soft drinks, fast food, and oil and gas, among numerous others. Performance of initial strategies lagged, and the approach has been modified. Now, instead of merely identifying industries to avoid, the discipline promotes “sustainable” business practices across all industries that can have an “impact” on global issues such as climate, hunger, poverty, disease, shelter, and workers’ rights. Given the strategy’s focus on leading management practices, we expect the growth curve for Sustainable Investing to again slope upward in the years ahead.

Market View

Stocks Like Peace

Stocks are up at Tuesday midday. President Trump has announced a truce in the conflict between Iran and Israel though the peace is tentative. Fed Chairman Powell is testifying on Capitol Hill this morning. The yield on the 10-year Treasury note is 4.31%. Crude oil is down 5% at $65 per barrel.

Active Stocks: Uber (UBER) is higher as its electric bike startup Lime is gliding towards an IPO. Carnival Cruise (CCL) sailed through its 2Q and lifted its forecast for the full year. KB Home (KBH) missed on earnings and is guiding lower for its full fiscal year. AMD (AMD) is higher on an analyst upgrade and that is pulling up some other chip stocks, Intel (INTC), Micron Technology (MU). The S&P 500 is up 0.90%, the Dow is up 0.94%, the Nasdaq is up 1.32%, and the Russell 2000 is up 1.36%. Industries trading higher today include: Semiconductor & Semiconductor Equipment, Wireless Telecommunication Services, and Consumer Finance. Industries trading lower today include: Personal Care Products, Oil Gas & Consumable Fuels, and Automobiles. The VIX is down 2.00 at 17.83 after closing yesterday at 19.83. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 17,579 contracts of the Jul 18 $146 call, changing hands. The put/call ratio is 0.9 (1,549,980)/(1,728,369). NYSE Adv/Dec (2093/629). Nasdaq Adv/Dec (3286/978). [Argus Research, various news and data sources]

Active Stocks: Uber (UBER) is higher as its electric bike startup Lime is gliding towards an IPO.

Carnival Cruise (CCL) sailed through its 2Q and lifted its forecast for the full year. KB Home (KBH) missed on earnings and is guiding lower for its full fiscal year. AMD (AMD) is higher on an analyst upgrade and that is pulling up some other chip stocks, Intel (INTC), Micron Technology (MU).

The S&P 500 is up 0.90%, the Dow is up 0.94%, the Nasdaq is up 1.32%, and the Russell 2000 is up 1.36%.

Industries trading higher today include: Semiconductor & Semiconductor Equipment, Wireless Telecommunication Services, and Consumer Finance. Industries trading lower today include: Personal Care Products, Oil Gas & Consumable Fuels, and Automobiles.

The VIX is down 2.00 at 17.83 after closing yesterday at 19.83. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 17,579 contracts of the Jul 18 $146 call, changing hands. The put/call ratio is 0.9 (1,549,980)/(1,728,369). NYSE Adv/Dec (2093/629). Nasdaq Adv/Dec (3286/978).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 06/23/2025

Living in the “Yeah But” Economy

The consensus on the economy, the stock market, and the employment situation is that there is not much of a consensus. Each indicator remains reasonably healthy, but with question marks. Investors are watching each new data point carefully, but with little confidence that they mean what they seem to mean. And no one is quite sure what is coming next. The bond market is spooked by the deficit implications of “The One Big Beautiful Bill,” yet interest rates are moving down from recent peaks. The sudden resurgence of the Israel-Iran conflict adds a new layer of uncertainty to what was already an opaque environment, yet it too showed signs of receding in importance in the U.S. stock market. ... more

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{title}

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Home Prices Should Continue to Rise

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

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Quick Notes

Weekly Stock List: Sustainable Growth Companies

Weekly Stock List: Focus List Changes

Weekly Stock List: Energy, Wealth in the Ground

Weekly Stock List: Companies Raising Guidance

Weekly Stock List: What Are the Big Guns Buying?

News & Media

New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

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Stocks Like Peace

Weekly Economic Commentary

Living in the “Yeah But” Economy

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

Home Prices Should Continue to Rise

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

Weekly Stock List: Sustainable Growth Companies

Weekly Stock List: Focus List Changes

Weekly Stock List: Energy, Wealth in the Ground

Weekly Stock List: Companies Raising Guidance

Weekly Stock List: What Are the Big Guns Buying?

News & Media

New Portfolio Update

The Argus Sustainable Growth Theme Model Portfolio

Market View

Stocks Like Peace

Weekly Economic Commentary

Living in the “Yeah But” Economy

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