378870100trueLoaded Data843918Motorola Solutions IncMSI/Default.aspx?mode=anote&action=redirect&id=84391812025-07-14T12:43:06.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAyADEALQA0ADQANQA0ADgANQBCAEMALQBCADgANQBCAC0ANABDADYARAAtAEIARgA0ADEALQA4ADgANABCAEQAQwAxAEYANABFADEAOQAuAHAAZABmAA==0Silvus acquisition broadens defense capabilities1842438Coinbase Global IncCOIN/Default.aspx?mode=anote&action=redirect&id=84243812025-07-14T07:05:44.587aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADQALQA4ADEAQwBGAEYAMQA3ADkALQBFADUAMQA5AC0ANABBADcAQgAtADkARABEADkALQA3AEUARAA2AEMAMgAzADkAQQBGADUANAAuAHAAZABmAA==3Launching coverage with a BUY rating and a $400 price target.2842428KB HomeKBH/Default.aspx?mode=anote&action=redirect&id=84242822025-07-11T12:35:35.673aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADIALQAzAEUARgBGAEIAQQBCAEUALQBFAEUARgBFAC0ANAAyADcAMwAtAEEAOAA1ADMALQAwAEEARQBGADAARAAzAEEAMgA3ADgAQQAuAHAAZABmAA==0Trimming estimates after 'subdued' spring season3840952CoreWeave Inc.CRWV/Default.aspx?mode=anote&action=redirect&id=84095212025-07-11T07:04:02.680aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADEALwAwADMALQA0AEUAMQBFADgAQwBEAEEALQA1AEEANwAzAC0ANABDAEUARQAtADkAMgA5ADgALQA1ADAARQAxADYAOAA4AEMAMQAwADgAMAAuAHAAZABmAA==3Initiating with intermediate- and long-term BUY ratings4840948Leidos Holdings IncLDOS/Default.aspx?mode=anote&action=redirect&id=84094812025-07-10T12:47:18.260aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA5ADAALQBGAEMAQgBEAEUAQgBCADUALQAyAEMARgBEAC0ANABGAEQAMwAtAEEARgAzADkALQA2ADYAMABEADUAMgBBADUAQwA4AEEAQQAuAHAAZABmAA==0Recent relative share price weakness represents a buying opportunity5839474Sanmina CorpSANM/Default.aspx?mode=anote&action=redirect&id=83947412025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADQALQBDAEUANQAwADQAQwBFAEMALQAyAEEANQA4AC0ANABFAEIAMgAtAEEAMABBADUALQBEADgAQQBBADcANwBBADkAMgBDADIARAAuAHAAZABmAA==0Acquiring ZT Infrastructure business from AMD6839473International Flavors & FragraIFF/Default.aspx?mode=anote&action=redirect&id=83947312025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADMALQA0ADAAQwA0AEMAQgA2AEMALQA0AEMAQgAxAC0ANAA5ADcARAAtADgANAA3ADAALQAyADcARgA1ADgANwBFADIAMgA5ADEAMwAuAHAAZABmAA==0Recent weakness offers buying opportunity7839472Elanco Animal Health IncELAN/Default.aspx?mode=anote&action=redirect&id=83947222025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA4ADUALQBDADAAQQBCADAAOAA3ADkALQA3AEIAMwA3AC0ANABEADgAMwAtADgARAA1ADkALQBDAEQAOQA0ADMAQwA3AEEANwAyAEEANwAuAHAAZABmAA==0HOLD as management points to earnings decline for 20258839471Edwards Lifesciences CorpEW/Default.aspx?mode=anote&action=redirect&id=83947112025-07-10T07:07:01.913aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA3ADAALwA5ADEALQA0AEQAQwBFAEMAMAAxADUALQA1ADkAQQAyAC0ANAAwADYAMAAtADkANgA1ADAALQBEAEEARQA5AEUAOAA1ADcARgA1AEQANgAuAHAAZABmAA==3Launching coverage with a BUY rating and a $90 target price9838962Chewy IncCHWY/Default.aspx?mode=anote&action=redirect&id=83896212025-07-09T12:49:30.567aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA1ADAALwAwADQALQAwADEAMwBFAEUAMQBGADcALQBGAEMARQAwAC0ANABCAEEAOAAtAEEAMwAzADgALQAwAEIAOABEAEMAQgA2ADYANABDAEIARgAuAHAAZABmAA==0Raising target price10835874Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=83587412025-07-09T07:04:56.493aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADkALQBGADgAMgA2ADUANQBDADMALQA4ADEANgA2AC0ANABCADYARgAtADgANABEAEEALQA2ADkARgBCADgAQgBEAEMANQA1AEMARgAuAHAAZABmAA==0Raising target price to $27011835867Lennar Corp.LEN/Default.aspx?mode=anote&action=redirect&id=83586712025-07-08T13:07:13.070aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADIALQBGADAAMwBFADcAOQA5ADgALQA0ADkANwA4AC0ANAA4ADgAOAAtADgANABGAEYALQA0ADUAMQA3ADkAOQBCADYAQwAzAEYAOAAuAHAAZABmAA==0Reducing target to $14012835866Archer Daniels Midland Co.ADM/Default.aspx?mode=anote&action=redirect&id=83586622025-07-08T13:07:13.070aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA1ADMALQA0AEQAQgA1ADgAOABFADIALQBCAEMANQA5AC0ANAA3ADUANAAtADkAMABCADQALQBFAEQAMQBCADAANQBGADgAMgBGAEEANgAuAHAAZABmAA==0Looking for more favorable entry point13834378Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=83437812025-07-08T07:03:15.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwA0ADMALQA3ADYAOQAyAEUARAAyADYALQA2ADgANwA4AC0ANAA0AEMARAAtADgAQwBDADgALQAyAEQAOABEAEMANgBCAEUAMAA1ADcANwAuAHAAZABmAA==0Enabling the AI data center14834372Johnson Controls Intl plJCI/Default.aspx?mode=anote&action=redirect&id=83437212025-07-07T12:53:32.110aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAzADUALQA3AEUAOAA3ADAARABGADgALQAwADEARgA1AC0ANAAzADIAQwAtADkARgBGAEYALQAxADEAMgA1AEMARQAyADUAOABEADUARAAuAHAAZABmAA==0Raising target price15834371Advanced Micro Devices Inc.AMD/Default.aspx?mode=anote&action=redirect&id=83437112025-07-07T12:53:32.110aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAzADQALQBDAEEAMQA3ADAAMwA4ADQALQA1AEQAMwA3AC0ANABGADkAOAAtADkAOABBAEIALQBGADEARABCAEMAMgA3ADgAOAAyADMAMAAuAHAAZABmAA==0Advancing AI with new products, solutions16832893Ralph Lauren CorpRL/Default.aspx?mode=anote&action=redirect&id=83289312025-07-07T07:16:43.253aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAyADQALQA0ADgARAA4ADUAQQA2ADEALQAyADUAMQBGAC0ANAAwADgARAAtADkANgBCADMALQA4ADIAMwA4ADgANQBCADQAQwA5ADMANAAuAHAAZABmAA==0Raising our target price17832892Emerson Electric Co.EMR/Default.aspx?mode=anote&action=redirect&id=83289212025-07-07T07:16:43.253aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAyADMALQA4AEMARgA1AEUAMgA2ADUALQAxAEIANAA1AC0ANAA5ADAANAAtAEIAMwBDADkALQA1AEIANQBDAEQAMQAxADAANwA2AEYAOAAuAHAAZABmAA==0Raising target price18831412Smurfit WestRock plcSW/Default.aspx?mode=anote&action=redirect&id=83141212025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAwADkALQA1ADgAMwBGAEUANAAzADEALQAyADcANgA0AC0ANAA1AEQARgAtAEIARAA3ADQALQA0AEYARAA1AEEAMwAzADcAOQAyAEEAOQAuAHAAZABmAA==0Value opportunity19831411DuPont de Nemours IncDD/Default.aspx?mode=anote&action=redirect&id=83141112025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAxADAALQA1AEEARQAwADcAOQA1ADQALQA3ADEARgBGAC0ANAAyADUARQAtAEIANQAyADIALQA5AEYARAA0ADMAMwA2ADcANgA3ADMAOQAuAHAAZABmAA==0Recent weakness offers buying opportunity20831410Rockwell Automation IncROK/Default.aspx?mode=anote&action=redirect&id=83141012025-07-03T07:09:42.290aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwA0ADkALwAwADgALQBGADEAMgA4ADUANAA0AEEALQBBADYAQgAyAC0ANABBAEIAOQAtAEEAQQA0AEYALQAwADkANgA0AEUARQA4ADkANgA0ADUARAAuAHAAZABmAA==0Raising target price21829294Pinnacle West Capital Corp.PNW/Default.aspx?mode=anote&action=redirect&id=82929412025-07-02T13:04:46.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA5ADYALQAzAEQARgA4ADYANgA2ADYALQAwAEEANAAxAC0ANABFADAARQAtADkAQwAwADkALQA4AEQAOQAzADYARgAyAEQARQAzADYANgAuAHAAZABmAA==0Growth potential from semiconductor industry22829293Constellation Brands IncSTZ/Default.aspx?mode=anote&action=redirect&id=82929322025-07-02T13:04:46.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA5ADUALQA3AEMAMAA0ADMAOQA0AEQALQBEAEQAMQA0AC0ANAAzADUAOAAtAEIAOAAyADkALQAyAEEARgBGAEIARgA2ADkANgA1ADkARAAuAHAAZABmAA==0Weak demand leads to earnings miss23827818Zoetis IncZTS/Default.aspx?mode=anote&action=redirect&id=82781812025-07-02T06:56:17.343aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA4ADQALQBCAEUAOABDADkAMgBBAEMALQAyAEQARABBAC0ANAA0ADkAMwAtADkAMwBGAEQALQBCADkANwAwADcAMABGADEAMAA4ADYAMwAuAHAAZABmAA==0BUY as company advances pipeline24827813Royal Caribbean GroupRCL/Default.aspx?mode=anote&action=redirect&id=82781312025-07-01T13:30:04.023aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA4ADAALQA1AEYANwBCADMANwBCAEEALQBCAEYANAA2AC0ANAAzAEYAMQAtAEIANwAwADQALQBDADEAQwAzADkANgA0AEYANQA0ADkANwAuAHAAZABmAA==0Raising earnings estimates and target price25826347Hewlett Packard Enterprise CoHPE/Default.aspx?mode=anote&action=redirect&id=82634712025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADEALQA1ADkAMwA5AEUAQQA2AEQALQAyAEQANwAxAC0ANAA1AEIAMgAtADkAQwBCADQALQBEADAAOQA1ADUAQgBDADIAMAA5ADAANQAuAHAAZABmAA==0DoJ go-ahead for Juniper acquisition26826346Solventum CorpSOLV/Default.aspx?mode=anote&action=redirect&id=82634612025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADMALQBBADAAMwA4ADYAMwBFADcALQAxAEEARQBFAC0ANAA1ADAAQgAtADgAMQA4AEQALQBFADIARgAyADAAQQBEAEIAOAA4AEEAOAAuAHAAZABmAA==1Upgrading to BUY with $90 target27826345Nike, Inc.NKE/Default.aspx?mode=anote&action=redirect&id=82634512025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADIALQAwADcANQA2AEQAOQBBADAALQA5ADAANwBGAC0ANABFADIANAAtAEEARAA0ADkALQBGAEYAQwBCADMAMwAyADUAMgA0ADUARQAuAHAAZABmAA==1Upgrading to BUY with $85 price target28826344GlobalFoundries IncGFS/Default.aspx?mode=anote&action=redirect&id=82634412025-07-01T07:07:17.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA3ADcALQBCADgANQAwADYARAAwADAALQBBAEMARABBAC0ANABGAEMAQQAtADgAQgA1ADYALQBDAEEAQwBBADMAOQBEAEIAMABFAEEAOAAuAHAAZABmAA==3Initiating coverage with BUY rating29826335VF Corp.VFC/Default.aspx?mode=anote&action=redirect&id=82633512025-06-30T12:40:17.373aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA1ADQALQA2AEEARgA3ADUANAA2ADYALQA4AEIANAAwAC0ANABDADIARAAtAEIARgAzADcALQAyADcAMAAzAEMANABFAEEANgA0ADQANAAuAHAAZABmAA==0Shares offer value30824849Regeneron Phars, IncREGN/Default.aspx?mode=anote&action=redirect&id=82484922025-06-30T07:18:24.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwA0ADUALQBFADMANABCADIAOABEADAALQAzADcAOAA1AC0ANAA3AEUAQQAtAEEARAAyADQALQA1ADQARQAxAEMARQA2AEMAQgAyADEARgAuAHAAZABmAA==-1Downgrading to HOLD31824842Eaton Corporation PLCETN/Default.aspx?mode=anote&action=redirect&id=82484212025-06-27T13:39:17.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAzADcALQAwAEQANwA3AEIAMQAzAEIALQAxADAAQwBEAC0ANABDAEIAQQAtAEEANAAyAEEALQBCAEUARQAyADgAOABDADYANABGADgAQQAuAHAAZABmAA==0Strong growth opportunities from megatrends32823364Paychex Inc.PAYX/Default.aspx?mode=anote&action=redirect&id=82336412025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADgALQA1ADkARgA5ADMARgAxADgALQAzADAAMwBBAC0ANABBADQAMQAtAEIAQwAzAEIALQBEADMARAA3ADEARQBDADYANwA1ADgANgAuAHAAZABmAA==0Recent weakness offers buying opportunity33823363McCormick & Co., Inc.MKC/Default.aspx?mode=anote&action=redirect&id=82336322025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADcALQBGADAAOAA5ADIARQBGADQALQA0AEUARABGAC0ANAAzAEUAMwAtAEIANgA4ADcALQBDAEMANwBDADUAOABBADIAMgBFADAAMAAuAHAAZABmAA==0Maintaining HOLD on prospects for modest earnings growth34823362Canadian National Railway Co.CNI/Default.aspx?mode=anote&action=redirect&id=82336222025-06-27T07:11:28.593aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAyADYALQAyAEMAMABEADIAOAA2ADgALQAxADIAQQBDAC0ANAAzAEIAMwAtADkANwA2AEUALQBEAEEARQAxAEYARQA5ADUAQwA4AEYAOAAuAHAAZABmAA==0Near-term uncertainty35823358Kroger Co.KR/Default.aspx?mode=anote&action=redirect&id=82335812025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADAALQAxADAAMAA3ADEAQwA1ADEALQA5AEUANQA3AC0ANAAzADkARgAtADkAMwBCAEIALQAxAEUAOQBGADkAOABBAEIAQwA5ADUAMgAuAHAAZABmAA==0Raising our 12-month target price to $84 from $7536823357Micron Technology Inc.MU/Default.aspx?mode=anote&action=redirect&id=82335712025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAwADkALQA1ADEANgBCADQAMgAzAEIALQA3ADcANgA0AC0ANABFADYARgAtADkANgAzADkALQBDADEANQBDADcAQgBFAEUAMQBCAEIAMwAuAHAAZABmAA==0Solid revenue growth overcomes margin concerns37823356Linde Plc.LIN/Default.aspx?mode=anote&action=redirect&id=82335612025-06-26T12:57:34.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADEALQAwADMAOAAxADQANwBFADgALQA3ADUAQgBEAC0ANABEADgARAAtADgAMgA2ADIALQBCADQAMwBEAEIAQwAzADUAMABFADUANAAuAHAAZABmAA==0Raising target price38821878Southwest Gas Holdings IncSWX/Default.aspx?mode=anote&action=redirect&id=82187812025-06-26T07:04:03.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADYALwA5ADMALQBCADcAQwAwADQAQgAyADUALQA2AEUAMwA0AC0ANAA0ADYARgAtADkANwAxAEYALQA5AEIARAAzADIAQwAyADkANQBBAEYANwAuAHAAZABmAA==0BUY on transformation into pure play regulated utility39819764Fortive CorpFTV/Default.aspx?mode=anote&action=redirect&id=81976422025-06-25T14:33:26.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADUALQAyADUANwBDADYAQQA4ADcALQBFADYARAAzAC0ANABCADgANgAtADkAOAA4ADgALQBCADYAQgA5AEEAOABCAEIAOABDAEEANQAuAHAAZABmAA==0Corporate split approaching40819763Air Products & Chemicals Inc.APD/Default.aspx?mode=anote&action=redirect&id=81976322025-06-25T14:33:26.310aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADEALwA4ADcALQA0ADcAQQA5AEIARgA3AEYALQA4ADYAQwBGAC0ANAAyADQAQgAtAEEARgBBADcALQA5AEYAQwBFADUANgBFADYAQwA4ADkARQAuAHAAZABmAA==0Looking for more favorable entry point41818258Mckesson CorporationMCK/Default.aspx?mode=anote&action=redirect&id=81825812025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADMALQA1ADMARABBADQAOQBEADcALQBFADAAMQA3AC0ANAA2AEIANQAtADgANQAxADAALQAyAEUAOQAyADkANwBEAEIAOQBDADEAQwAuAHAAZABmAA==0Raising EPS estimates42818257Dow IncDOW/Default.aspx?mode=anote&action=redirect&id=81825722025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADQALQBEAEQAMwAzADQAMgAyAEEALQA4AEIAMwBCAC0ANAA3ADcARQAtADgARQA3ADMALQA5ADgAQwBDADMAQwA2AEYARABDAEIAOAAuAHAAZABmAA==0Looking for a more favorable entry point43818256Carnival Corp.CCL/Default.aspx?mode=anote&action=redirect&id=81825612025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADYALQA3ADcANwBBAEIAMwA3ADMALQBCADkAMAA0AC0ANAAzAEQARQAtAEIANQBDAEIALQAwADAANQA5AEQAMQBFADMANgA3ADMAOAAuAHAAZABmAA==0Strong quarter and raised guidance44818255CarMax IncKMX/Default.aspx?mode=anote&action=redirect&id=81825522025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADgALQA0ADYANgA2AEUANQA2ADQALQAxADYAMAAwAC0ANAAyAEEARgAtADgANAAxAEUALQAyADkARAA0ADMAMQBEAEUANABDADEAQgAuAHAAZABmAA==0Waiting for a more favorable entry point45818254Apple IncAAPL/Default.aspx?mode=anote&action=redirect&id=81825412025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA3ADUALQA1ADEAQgAwADQARAA5ADcALQA3AEYARAAzAC0ANABDAEUANgAtAEEARQAwADIALQBBAEQAOQAxAEQAMgA0AEQAMAA1ADIAQgAuAHAAZABmAA==0Apple 'Liquid Glass' software redesign46818253Duolingo IncDUOL/Default.aspx?mode=anote&action=redirect&id=81825312025-06-25T07:08:07.330aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADEALwA4ADgALQBFADcANwA1AEUAQQBGADMALQBDADgAMQAzAC0ANAA5AEUANAAtAEEAQwBGAEMALQAyAEYAQgA4ADMARgBBADQAQQAxAEIANgAuAHAAZABmAA==3Launching coverage with a BUY rating and a $575 price target47818249Public 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 3Q48816763Accenture PLCACN/Default.aspx?mode=anote&action=redirect&id=81676312025-06-24T06:42:12.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA1ADMALQAwADYANwAzAEYANAAxAEIALQBEADkANQAwAC0ANAA0ADAAQQAtAEEANQA1ADIALQA0ADEAMQAyADEARABFAEEAMAAwAEEANQAuAHAAZABmAA==0New 'Reinvention' segment and higher revenue outlook49816756Vulcan Materials CoVMC/Default.aspx?mode=anote&action=redirect&id=81675612025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADMALQA2ADYARAA5ADkAMwAzADgALQBGADYAQgA0AC0ANAA5ADkARgAtAEIARAA2AEMALQA4ADUANQAxAEQANAAyADcANQA4ADEAQgAuAHAAZABmAA==0Raising target price50816755Deere & Co.DE/Default.aspx?mode=anote&action=redirect&id=81675512025-06-23T12:22:26.130aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwA0ADQALQAxAEEARQBFADgAQwA4ADIALQA0ADgANwBBAC0ANABBADMANQAtADkAMAA3ADkALQBBAEUANgA4ADMANAAxADEAOQBBADAAMAAuAHAAZABmAA==0Raising target price51815239Darden Restaurants, Inc.DRI/Default.aspx?mode=anote&action=redirect&id=81523912025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADIALQBDADgAMQA1AEUAQwA5AEYALQAzAEYAQwA1AC0ANABDADEANgAtADkANgAyADkALQAyAEMANQA4ADMANABDAEQARQBEAEIARAAuAHAAZABmAA==0Dividend increased following strong 4Q2552815238Netflix IncNFLX/Default.aspx?mode=anote&action=redirect&id=81523812025-06-23T07:17:17.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAzADEALQA0ADEAQgBGAEMAQQAzADkALQA0AEIAQQBBAC0ANABGADEAQgAtADgAMgA5AEQALQA2AEQARgBGADQAQgBGAEEAMQAxADcARAAuAHAAZABmAA==0Raising target price to $1,41053813747Carrier Global CorpCARR/Default.aspx?mode=anote&action=redirect&id=81374712025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADQALQAzAEMAOABDAEYAMgA0ADIALQAyADQAOQA0AC0ANABGADYAMwAtADgARgBFADgALQA3AEEARQBDAEYAMgAwADMARAA4ADkARAAuAHAAZABmAA==0Strong growth opportunities54813746Best Buy Co. Inc.BBY/Default.aspx?mode=anote&action=redirect&id=81374622025-06-20T13:05:27.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAyADMALQAzAEMAQQA5ADIAMAAxADAALQBBADQANAA1AC0ANABBAEQANAAtADkAQwA3ADgALQBCADUARAAxAEIANQBDADAAQwBDAEYAMwAuAHAAZABmAA==0Reducing EPS estimates55813729Novo NordiskNVO/Default.aspx?mode=anote&action=redirect&id=81372912025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADAALQA1ADkAMwA4ADYAOQBDADcALQA5ADIANAAxAC0ANAAyADQANgAtAEEAMgAzADkALQA3ADQAQQA4ADUAOABEADIAQwA4ADkANgAuAHAAZABmAA==0New data on semaglutide and CagriSema56813728Campbell Soup Co.CPB/Default.aspx?mode=anote&action=redirect&id=81372822025-06-20T07:12:12.047aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAwADUALwAxADEALQBDADAARQBFADcAMwA2AEUALQA5ADkAMQA0AC0ANAA2ADgANwAtADkANQBGAEUALQA5ADUARgA3ADIAMgBCADAARABGAEQARQAuAHAAZABmAA==-1Downgrading to HOLD57811612Under Armour IncUAA/Default.aspx?mode=anote&action=redirect&id=81161222025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADYALQAwAEEANQA2ADAAQQA1ADIALQBEADkAQwBFAC0ANAAwADAANQAtADgARABCAEYALQAzADIANwAxADcAMgA0ADAANwBBADcAOQAuAHAAZABmAA==0Revenue decline across almost all segments, channels, and regions58811611Cencora IncCOR/Default.aspx?mode=anote&action=redirect&id=81161112025-06-18T12:31:04.960aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADUALQAxADkANwBGADYAOQAzADUALQBEAEQARAA3AC0ANAA5ADgAMwAtAEIAQQA0ADAALQBDADIAQgA1ADgAOQA3ADgANgA4ADQAOQAuAHAAZABmAA==0Raising target price to $33059810114Target CorpTGT/Default.aspx?mode=anote&action=redirect&id=81011412025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADEALQAzADIAQQAwAEUAOQBBAEUALQAwAEMANQBGAC0ANAAxADIAQwAtAEEAQwAzAEIALQBCADIARgBDADMAOAA1ADcAMAA0ADYAMwAuAHAAZABmAA==0Reducing target price to $135 from $15060810113Sonoco Products Co.SON/Default.aspx?mode=anote&action=redirect&id=81011322025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADYALQBFADAAQgBFADIAQwAzADMALQA1AEUAOQAwAC0ANAAyAEEARAAtAEEAQwAyADEALQBDAEQAMQA0AEQAMwBCAEQAQgAzAEQAMgAuAHAAZABmAA==0Looking for a more-favorable entry point61810112Meta Platforms IncMETA/Default.aspx?mode=anote&action=redirect&id=81011212025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADIALQBCAEEARQAwAEQAOABEAEEALQA1ADMANABEAC0ANAA1ADEAMwAtAEIANwAzADQALQBCADAANAA5ADkANgAyADUAMwBDADQARgAuAHAAZABmAA==0Raising target price to $79062810111Norwegian Cruise Line Hldgs LtNCLH/Default.aspx?mode=anote&action=redirect&id=81011122025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADQALQA2ADQAOAA3AEQANwA4ADcALQA2AEIANgA0AC0ANABBADgAQQAtADkANQBGADEALQAzAEYAMQA2AEEARQA3ADcANwAyAEYAOQAuAHAAZABmAA==-1Downgrading to HOLD63810110Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=81011012025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA4ADUALQBDAEMAMAA4AEUANgBDADcALQA4AEYANQA3AC0ANAA5AEEAOAAtAEIAMgA5ADgALQA4AEMANQBCADMARgBEAEYAQgA5ADQAQwAuAHAAZABmAA==1Raising to BUY as positive topline comparisons resume64810109Rollins, Inc.ROL/Default.aspx?mode=anote&action=redirect&id=81010912025-06-18T07:07:19.953aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADgALQAxADIARAA4ADIAMwAxADIALQAxADAAQwBBAC0ANAAxADIAOAAtADgAQgBCAEEALQBBADMARgBFADQAOAAwADMAOABGADcAQgAuAHAAZABmAA==3Launching coverage with a BUY rating65810105Consolidated Edison, Inc.ED/Default.aspx?mode=anote&action=redirect&id=81010512025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA3ADAALQA3ADQANgA2ADIARQAzADEALQBFAEMAMgBDAC0ANABFADEAMgAtADkAMQBFADEALQAzADYARQAyAEQANgAyADUAQwBGADAANgAuAHAAZABmAA==0Steady growth and momentum66810104Alliant Energy Corp.LNT/Default.aspx?mode=anote&action=redirect&id=81010412025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADcALQA4ADkAQQAxADQAQwA0ADIALQAzAEYARgBGAC0ANAAzAEQAOAAtAEIAOQA1ADQALQAxADIANQBFADIARAA2ADQAQQAzADgAMgAuAHAAZABmAA==0Return on investment drives earnings growth67810103International Paper Co.IP/Default.aspx?mode=anote&action=redirect&id=81010312025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADUALQA2ADgANwAzAEEAQwA5AEIALQA3AEMAOQBBAC0ANABFADcARgAtAEEAQgA3AEUALQAzADQAQwBGADYARQA0AEEAOQBFADAARQAuAHAAZABmAA==0Recent weakness offers buying opportunity68810102Trane Technologies plcTT/Default.aspx?mode=anote&action=redirect&id=81010212025-06-17T13:09:29.763aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA2ADYALQA5ADUAMwA3AEIAMQA1AEYALQBCADQAOQBEAC0ANAAzADEAMgAtADgAOAA2ADQALQBEADkAMAA1ADEANgBEAEMAOAA0ADMAMgAuAHAAZABmAA==0Raising target price69808636Tapestry IncTPR/Default.aspx?mode=anote&action=redirect&id=80863612025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADQALQA4ADgANQAyAEUAMwA1ADkALQAxADcAOABBAC0ANABDADkAMgAtADgANQA0ADcALQA4AEUARQA2ADQAOAAxADEARQAzADUANwAuAHAAZABmAA==0Raising target price70808635Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=80863512025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADYALQAyADIAQwA2AEYAOQA2ADkALQBGADMAQwBCAC0ANAA0ADAAMgAtADgANQA5ADcALQAzADYARABDADUANAA4ADAAMgBDAEEAMwAuAHAAZABmAA==0Investor Day Recap71808634United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=80863432025-06-17T07:09:04.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA1ADUALQBBADAAMABDADAAMwA3ADUALQBDADkAQgAyAC0ANABBADMAMQAtAEEAQQAyADcALQBDAEMAMQA1ADkAQgA5AEMAMAA3ADkAMQAuAHAAZABmAA==0Downgrading to SELL and dropping coverage72808628Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=80862812025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA0ADAALQBEAEQAMwAwADAANQBCADIALQBGAEMANQA4AC0ANABDAEIAMwAtAEIAMQBGAEMALQA2ADUAQwAxAEMAOAA3AEEANAA3ADMAMAAuAHAAZABmAA==0Value opportunity73808627Howmet Aerospace IncHWM/Default.aspx?mode=anote&action=redirect&id=80862712025-06-16T12:48:01.267aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADkALQBDADIANAA4AEEANQBCADcALQBBADgARAA3AC0ANAAwAEYANwAtAEIAMQA2ADkALQAwADcAMwAxADQANwAxADYANABEAEUAMwAuAHAAZABmAA==0Raising target price74807112PG&E Corp.PCG/Default.aspx?mode=anote&action=redirect&id=80711222025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADkALQA3ADEARQBCAEUANgAzADYALQA0ADIAQQA1AC0ANABEAEQAOQAtAEIAQQBFADEALQBEAEEAQQA0ADMANgBEADQAOQAyADIAMQAuAHAAZABmAA==0Total return potential lagging peers75807111Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=80711122025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADgALQBBAEEAOQBDAEEARAA0ADkALQBEADYARQAzAC0ANAAxADAAOQAtAEIAOABBADUALQBFADEAOQBDAEIANAA2ADYAMQBEAEMAOAAuAHAAZABmAA==0Looking for more favorable entry point76807110Cardinal Health, Inc.CAH/Default.aspx?mode=anote&action=redirect&id=80711012025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAzADAALQBFAEYARQAyAEEAOABCADcALQA3AEIANQA1AC0ANAAxADIARgAtAEIAOQBFADMALQA5ADkAMwA1ADQAOQA5ADQAMQBDAEMANAAuAHAAZABmAA==0Investor Day highlights robust growth outlook77807109Adobe IncADBE/Default.aspx?mode=anote&action=redirect&id=80710912025-06-16T07:11:15.880aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAyADcALQAxAEUAQQA5ADkAQwAwADEALQBDAEIAMgA0AC0ANAAxAEEARAAtAEIAQgAxAEUALQBDADkARABGADMARgAzADEAMQA1ADIARgAuAHAAZABmAA==0Raises guidance in an uncertain environment78805747Suburban Propane Partners L PSPH/Default.aspx?mode=anote&action=redirect&id=80574712025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADYALQAzADYAMwA4AEQANAAyADEALQA3ADEAMgAzAC0ANAAwADkARQAtADkANwAxAEEALQAwADYANQAzAEUAQQBFAEUANQA2AEUAQgAuAHAAZABmAA==0Offering an attractive 7% dividend79805746Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=80574622025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADMALQBFADgANwAwAEIAMQBEADQALQA5ADEARgA3AC0ANABEADAAQQAtADgAMAAyADMALQBFAEIAOQA4AEMARQA4ADIANwAxADkAMAAuAHAAZABmAA==0Looking for a better entry point80805745Charles River Laboratories IntCRL/Default.aspx?mode=anote&action=redirect&id=80574522025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADUALQA5ADIANwBCADYANgA0AEIALQA3ADcAMwA1AC0ANABBAEUARgAtAEIANQA4AEUALQBDADYAMAA4ADcAMAA1AEMAQgA2ADcAMgAuAHAAZABmAA==0Guiding to revenue decline in 202581805744BJ`s Wholesale Club Hldgs InBJ/Default.aspx?mode=anote&action=redirect&id=80574422025-06-13T13:14:15.113aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwAxADQALQAzAEQARAAzADEANwBDADcALQBBADgANwAzAC0ANABCADAAOQAtADkAQgBEADMALQA4ADYAMABCADkANwA3ADYAOQAwADkANgAuAHAAZABmAA==0Increasing our FY26 and FY27 EPS estimates82805733Nisource 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 decreases83805732Oracle Corp.ORCL/Default.aspx?mode=anote&action=redirect&id=80573212025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADkALwAyADcALwAxADQALQAwADEAMQA5ADkANAAxADkALQA4ADcAQgAzAC0ANAA5ADMAQgAtAEIAMgBBADMALQA1ADEANQBDADkAQQA1ADMAMgAwADIANgAuAHAAZABmAA==0Raising target price to $23584805731Illinois Tool Works, Inc.ITW/Default.aspx?mode=anote&action=redirect&id=80573112025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADYALQBEADAAMgAzADUAMgAzADEALQAzADAAOAAyAC0ANAAwADIAOAAtADkAMgAxAEYALQBDAEIANQA5AEYAMQBEAEYAMAA5AEUANwAuAHAAZABmAA==0Raising target price85805730Brown & Brown, Inc.BRO/Default.aspx?mode=anote&action=redirect&id=80573012025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADMALQAyAEQAQwA0ADYANwBBAEQALQBBADcAMwBFAC0ANAA4ADMAQQAtADkAQwBGADYALQBDADIAOQA0AEIANQA4ADgAMwA4AEEARAAuAHAAZABmAA==0Accession acquisition likely to benefit growth86805729McDonald`s CorpMCD/Default.aspx?mode=anote&action=redirect&id=80572922025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADQALQBCADQAMgA4AEMARAAzAEYALQA4ADIARAA4AC0ANAAyADQAQgAtADkARQA4ADcALQA2ADcARAA3ADcAQQAzADkAMQBDAEMAMgAuAHAAZABmAA==-1Downgrading to HOLD87805728BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=80572822025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA5ADkALQBDADcAQwBDAEUAMQBBADYALQBDADMANABBAC0ANAAzADMANQAtAEIARQAyAEIALQA5ADcANgAzADkANAA0AEYARgA2ADMAQwAuAHAAZABmAA==-1Lowering rating to HOLD88805727Deckers Outdoor Corp.DECK/Default.aspx?mode=anote&action=redirect&id=80572722025-06-13T07:02:34.947aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADMALwA5ADkALQBGAEUAMQBCADgARgA0ADkALQBEADkAQgAwAC0ANABDADIANQAtAEEANQA1AEMALQBDADMANAA0AEYAOAAyADYAMgA2AEIARgAuAHAAZABmAA==2Launching coverage with a HOLD rating89805720Hormel Foods Corp.HRL/Default.aspx?mode=anote&action=redirect&id=80572022025-06-12T12:57:06.610aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA4ADMALQBFADkAQQBBAEUARAA0AEYALQBFAEYANQAxAC0ANABBAEUARgAtADgAQgAxADIALQBGAEMARgBDAEYAMQBEAEQAQQBEADkAOAAuAHAAZABmAA==0Looking for a more favorable entry point90804215Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=80421512025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADcALQBEADgARQBGADkAMAA4ADgALQA2ADcARAAxAC0ANAAyADUARQAtAEEANAA1ADIALQAzAEYAOQBBAEQARQA1AEIAMgA4AEEAQwAuAHAAZABmAA==0Growing gulf coast region drives industrial sales volumes91804214New York Times Co.NYT/Default.aspx?mode=anote&action=redirect&id=80421412025-06-12T07:08:14.457aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA4ADIALwA2ADgALQAyAEMAOAAzADUAQQBEAEMALQA1ADIAOAA3AC0ANAA3ADkAOAAtADkARQA5AEUALQA4ADEANwBDAEYAMgBBAEEAOQBEADkAQwAuAHAAZABmAA==0Trading at a below-average P/E multiple92802100Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=80210022025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADMALQBFADkAMgBDAEIAOABDADEALQBDAEIARgA1AC0ANAA1ADkARgAtADkAMgBEADAALQA1ADYANABEADMARgAzAEIANAAzADQAQwAuAHAAZABmAA==0On an acquisition spree93802099Marvell Technology IncMRVL/Default.aspx?mode=anote&action=redirect&id=80209912025-06-11T12:37:44.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA2ADIALQA4ADkAQgBEAEMARQA0ADEALQA2ADcAMAAwAC0ANAA0AEUAMAAtAEIARABEAEEALQAxAEQAOAA1AEUAQQBGAEEAOQBBADQARQAuAHAAZABmAA==0AI data center momentum; robust guidance94802083Warner Bros.Discovery IncWBD/Default.aspx?mode=anote&action=redirect&id=80208322025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADIALQBGADcAOABEAEQAQQBBADgALQAyADIAMABFAC0ANAA0AEEARAAtAEIAMgA3AEQALQAzAEEANgA4ADIARAAzADcANgAwADYAQwAuAHAAZABmAA==0Announces separation of assets95802082Caterpillar Inc.CAT/Default.aspx?mode=anote&action=redirect&id=80208212025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADMALQAyAEIARgA3ADIAQgA2AEEALQBDAEUAMQBEAC0ANABEADkAOAAtADkAMQBFADkALQA2AEYAMABBAEIAMgBEADYARAA3ADgAMQAuAHAAZABmAA==0Recent weakness offers a buying opportunity96802081Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=80208122025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADUALQAwADYAMQBFAEMAQgBCADEALQBDADEAMgBCAC0ANAAyADcAOAAtAEEARgBDADAALQA1ADcAMgA2ADEARgA5AEUAOQA1ADAAMAAuAHAAZABmAA==0Looking for more favorable entry point97802080Illumina IncILMN/Default.aspx?mode=anote&action=redirect&id=80208012025-06-11T06:47:45.340aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA1ADQALQAxAEEAQwBBAEUAOQBBADEALQAyADAARQA1AC0ANABFADMARgAtAEIAMQA4AEEALQAxAEQARABFAEUAOQA2ADIAQQA1AEYAOQAuAHAAZABmAA==0Portfolio advancements drive new growth opportunities98802076Paramount GlobalPARA/Default.aspx?mode=anote&action=redirect&id=80207632025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADAALQAxAEUAMwBGADQANQBEADcALQA2ADUAMgBFAC0ANABFAEMARAAtAEEAMwBFADcALQA0ADkARQA3ADEAQgA1AEIAQgBCAEYAOQAuAHAAZABmAA==0Awaiting acquisition99802075Dicks Sporting Goods, Inc.DKS/Default.aspx?mode=anote&action=redirect&id=80207512025-06-10T13:06:07.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADgALwA2ADEALwA0ADEALQBEAEUAMAAzADYAOQBEADQALQA4AEEAQQAyAC0ANAAyADEAQgAtAEEAMQBEAEEALQA1ADUAQQBFAEQANgA1ADUARQBEADYANgAuAHAAZABmAA==0Lowering our target price100

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State of Global Demand for U.S. Debt

For years, demand from all corners of the globe for the safety and security of U.S. Treasury debt has helped keep a cap on long-term interest rates, even when inflation was stubbornly high. Total public debt owed by the U.S. federal government was $36 trillion at the end of 1Q25, according to the U.S. Department of the Treasury. Outside of U.S. investors, the two largest holders were Japan, which owns 3.1% of the debt, and the UK, which owns 2.2%. The other nations among the top 10 holders have 9% of the debt. As such, the top 10 holders collectively own about 15%. The grand total of U.S. debt owned by foreign holders is $9.0 trillion, or about 25% of the total. Over the past year, this has ranged from $8.0 trillion to $9.0 trillion. These lofty levels may be at risk in the months ahead, due not to inflation but rather to the uncertainty surrounding President Trump's tariff program and its potential impact on global trade. Yes, the U.S. runs a trade deficit -- but its trading partners take part of their proceeds and reinvest in the U.S. economy. As the U.S. appetite for imports wanes, the Treasury bond market may well see funds repatriated out of the U.S. by trader nations and moved back to local investment opportunities. In theory, if demand for Treasuries evaporates, the price for Treasuries will decline, and interest rates will go up. This has started to play out to a degree, as the benchmark 10-year bond yield has climbed almost 40 basis points during the past three months (months that featured trade-related market volatility). As we have said before, the only real certainty with trade wars is that there will be unintended consequences. of the debt. As such, the top 10 holders collectively own about 15%. The grand total of U.S. debt owned by foreign holders is $9.0 trillion, or about 25% of the total. Over the past year, this has ranged from $8.0 trillion to $9.0 trillion. These lofty levels may be at risk in the months ahead, due not to inflation but rather to the uncertainty surrounding President Trump's tariff program and its potential impact on global trade. Yes, the U.S. runs a trade deficit -- but its trading partners take part of their proceeds and reinvest in the U.S. economy. As the U.S. appetite for imports wanes, the Treasury bond market may well see funds repatriated out of the U.S. by trader nations and moved back to local investment opportunities. In theory, if demand for Treasuries evaporates, the price for Treasuries will decline, and interest rates will go up. This has started to play out to a degree, as the benchmark 10-year bond yield has climbed almost 40 basis points during the past three months (months that featured trade-related market volatility). As we have said before, the only real certainty with trade wars is that there will be unintended consequences.

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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

$155.84

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$132.02

ABBV - ABBVIE INC

05/01/2025

Healthcare

$192.45

ANF - ABERCROMBIE & FITCH CO.

06/06/2025

Consumer Discretionary

$89.34

ACN - ACCENTURE PLC

06/24/2025

Information Technology

$281.06

ADBE - ADOBE INC

06/16/2025

Information Technology

$363.35

ADTN - ADTRAN HOLDINGS INC

05/21/2025

Information Technology

$9.20

AAP - ADVANCE AUTO PARTS INC

05/27/2025

Consumer Discretionary

$62.56

AMD - ADVANCED MICRO DEVICES INC.

07/07/2025

Information Technology

$146.42

ACM - AECOM

05/07/2025

Industrial

$114.44

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Jim Kelleher, CFA

7/14/2025

View

Weekly Stock List: Lingering High Rates

Christine Dooley

7/7/2025

View

2025 Bank Stress-Test Results

Stephen Biggar

7/2/2025

View

Weekly Stock List: Shooting Stars and Falling Angels in 1H25

John Eade

6/30/2025

View

Weekly Stock List: Sustainable Growth Companies

John Eade

6/23/2025

View

more...

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New Portfolio Update

The Argus Dividend Growth Model Portfolio

Dividend income is often overlooked amid gyrations in the stock market. Consider that in 2024, market bulls were boasting about 24%-plus S&P 500 returns.

Dividend income is often overlooked amid gyrations in the stock market. Consider that in 2024, market bulls were boasting about 24%-plus S&P 500 returns. No one was very focused on the broad market index’s 1.2% dividend yield. But dividends are an important element of return, and 2025 is bearing that out. Through May, the S&P 500 was up a thin 1.1%; without dividends, there was essentially no returns at all. Indeed, dividend income accounted for 42% of the total return of the S&P 500 between 1930 and 2012, according to Hartford Funds. And that’s just the average. In some of those decades, dividends accounted for more than 50% of total returns and even 100% of returns. More recently, dividends have accounted for a smaller portion of returns, at around 15%-20%. Not for nothing, in 2022, dividend payments softened the blow when most market indices turned bearish as the Federal Reserve hiked interest rates. We saw that pattern in 2018 as well. Not all dividends are created equal, though, and it is important to understand the difference between the two main investment categories: high-yield stocks and dividend-growth stocks.

Market View

No Doldrums This Week

Stocks are flat at Monday midday. This is the calm before the storm as big bank earnings and the latest CPI data are due in tomorrow. The yield on the 10-year Treasury note is 4.44%. Crude oil has dropped a bit after coming close to $70 per barrel earlier this morning. Bitcoin has hit another record high and is now near $120,000. Congress will consider new legislation on digital currencies.

Active Stocks: Nebius (NBUS) is up on positive Wall Street analyst comments. CoreWeave (CRWV) is also higher. Argus launched coverage with a BUY rating. Crypto stocks, including MicroStrategy (MSTR), are following Bitcoin higher. The S&P 500 is up 0.03%, the Dow is up 0.06%, the Nasdaq is up 0.19%, and the Russell 2000 is up 0.18%. Industries trading higher today include: Entertainment, Capital Markets, and Automobile Components. Industries trading lower today include: Household Products, Energy Equipment & Services, and Technology Hardware Storage & Peripherals. The VIX is up 0.73 at 17.13 after closing yesterday at 16.40. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 10,977 contracts of the Jul 18 165 call, changing hands. The put/call ratio is 0.78 (1,554,725)/(2,002,337). NYSE Adv/Dec (1282/1443). Nasdaq Adv/Dec (2323/1965). [Argus Research, various news and data sources]

The S&P 500 is up 0.03%, the Dow is up 0.06%, the Nasdaq is up 0.19%, and the Russell 2000 is up 0.18%.

Industries trading higher today include: Entertainment, Capital Markets, and Automobile Components. Industries trading lower today include: Household Products, Energy Equipment & Services, and Technology Hardware Storage & Peripherals.

The VIX is up 0.73 at 17.13 after closing yesterday at 16.40. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 10,977 contracts of the Jul 18 165 call, changing hands. The put/call ratio is 0.78 (1,554,725)/(2,002,337). NYSE Adv/Dec (1282/1443). Nasdaq Adv/Dec (2323/1965).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 07/14/2025

The Second-Quarter: Getting Used to Uncertainty

The second quarter of 2025 represented a remarkable turnaround from a down first quarter. The second quarter did not start well, as adverse reaction to President Trump’s “Liberation Day” tariffs sent the Nasdaq Composite into bear-market territory and the S&P 500 into a deep correction. Yet both selloffs proved to be short-lived, as the White House immediately began pausing and/or softening proposed tariffs while also backing off attacks on Fed independence. ... more

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Market Watch {date:this.formatDateShort}

{title}

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Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

State of Global Demand for U.S. Debt

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

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