376590100trueLoaded Data793816Wynn Resorts Ltd.WYNN/Default.aspx?mode=anote&action=redirect&id=79381622025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA5ADAALQA5ADMARQAzAEEAOQBBAEUALQAyAEYANQBDAC0ANAAxAEEAMwAtAEEARgAyAEQALQBBADQANQBCAEMAOQAwADgARQAxAEQAOQAuAHAAZABmAA==0Results in Macau meet expectations1793815Walmart IncWMT/Default.aspx?mode=anote&action=redirect&id=79381512025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA4ADkALQAwADEAOQA3AEMAOABDADQALQA0AEUAMwBCAC0ANABGAEIAOAAtAEIAMwBCAEUALQBBADAARQBEAEQAOAA3ADEAQwAyADEAMAAuAHAAZABmAA==0Should manage tariffs as well as anyone2793814Helmerich & Payne, Inc.HP/Default.aspx?mode=anote&action=redirect&id=79381422025-05-16T13:07:33.857aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA4ADgALQAwADMAMgBEADAAMgA4ADMALQBGADAANwA2AC0ANABDADMAQgAtADkARAA1ADkALQAxADQAMQBCAEQANgBFAEUAOABEADMAOQAuAHAAZABmAA==0Looking for a more favorable entry point3793798Targa Resources CorpTRGP/Default.aspx?mode=anote&action=redirect&id=79379812025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADUALQBGADAAMgBEAEMANQBFADIALQAwAEEARQBEAC0ANAAwADgAQwAtAEIAMQBCADAALQBFADMAOQA5ADQAQgAxADkANwBBADEANAAuAHAAZABmAA==0Targa's leadership in the Permian Basin position positions it for further growth4793797APA CorporationAPA/Default.aspx?mode=anote&action=redirect&id=79379722025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADYALQA2ADkAOQA5ADIARAA0AEUALQA3AEIANABEAC0ANABGADAANwAtAEEANwBBAEMALQA1AEIARQA4AEMARgA1ADcANgBDAEQARgAuAHAAZABmAA==0Waiting for a better entry point5793796Union Pacific Corp.UNP/Default.aspx?mode=anote&action=redirect&id=79379612025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADcALQBCADYANgAwADEARgA1ADcALQAwADQAMABFAC0ANABFAEEAMwAtADkARQA0ADAALQBGAEMARAAwAEYAMgBGADQANQA0ADkAQwAuAHAAZABmAA==0Pullback offers a buying opportunity6793795S&P Global IncSPGI/Default.aspx?mode=anote&action=redirect&id=79379512025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADQALQBEADAAQgBBAEUANAA0ADMALQAzAEUANABBAC0ANAAzAEMANQAtAEIANQBBAEIALQBCADcAQwAyADIAMgAxADcAOAAyADUARgAuAHAAZABmAA==0Spinning off Mobility unit7793794First Solar IncFSLR/Default.aspx?mode=anote&action=redirect&id=79379412025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADMALQA3AEQAMABGADUARABGAEEALQA5AEQANwA4AC0ANAA1ADEARQAtADkARAA2AEQALQA0ADcANgA2AEYAMQBEADgAOABCAEEAMgAuAHAAZABmAA==0Raising target price8793793Electronic Arts, Inc.EA/Default.aspx?mode=anote&action=redirect&id=79379312025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADIALQBBAEUAQwA2ADIAMgA5AEUALQBFADcANQA3AC0ANAA0ADkAQgAtADgAQQAyAEIALQBCADgAQgBDADgAQQA5ADkAOQA2ADkAQwAuAHAAZABmAA==0Raising target price to $1709793792Wolverine World Wide, Inc.WWW/Default.aspx?mode=anote&action=redirect&id=79379212025-05-16T07:03:06.353aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA3ADgALQA0AEIANAA5ADAANQBBAEIALQBBADQANwBCAC0ANAAzADgAMAAtADkAMgA4ADcALQAxADAANgBDADYAQwBDAEIAOQBEAEQARgAuAHAAZABmAA==1Upgrading to BUY with a $20 price target10793788Xerox Holdings CorpXRX/Default.aspx?mode=anote&action=redirect&id=79378822025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADgALQAzAEQAQgAzADYARQA1AEUALQBEADMAMgAyAC0ANAAxAEMARAAtADkANgA0ADEALQAzADEAOAA0ADcANgBEADUAOAA1ADQAOQAuAHAAZABmAA==0No evidence yet of a sustainable comeback11793787Super Micro Computer IncSMCI/Default.aspx?mode=anote&action=redirect&id=79378722025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA2ADEALQBDADcARgAzAEEANgBDAEUALQA3ADIAMQAwAC0ANAA0ADcAMgAtAEIAMwA5AEQALQAxADEAQgA5ADQARQAyADUAMQA5AEIAOAAuAHAAZABmAA==0Promising deals, near-term challenges12793786Incyte Corp.INCY/Default.aspx?mode=anote&action=redirect&id=79378612025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADkALQBCAEMAMwA1AEEARQAzAEEALQA4ADQAOQA1AC0ANAAyAEEAMgAtAEIAQwBEADcALQA2ADcAQgBEADgANgBGAEIANgA5AEEANgAuAHAAZABmAA==0Raising earnings estimates for 2025 and 202613793785Freeport-McMoRan IncFCX/Default.aspx?mode=anote&action=redirect&id=79378522025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA1ADcALQA0ADgAMABDAEEAOAA0ADYALQBGAEUAOAA0AC0ANAAzAEUARAAtAEIAOABEAEMALQA4AEMARAAyADYAOQA5ADkARgA1AEQAOAAuAHAAZABmAA==0Looking for a more favorable entry point14793784Cisco Systems, Inc.CSCO/Default.aspx?mode=anote&action=redirect&id=79378412025-05-15T13:17:50.030aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA2ADAALQAyAEIAMAA4AEIANwAwAEEALQBFAEIAMgA4AC0ANAA0ADkANwAtADkAOQAwADAALQAwAEIANAA4ADgAMABBADQANgAzAEYANgAuAHAAZABmAA==0AI driving network spending growth15793770WEC Energy Group IncWEC/Default.aspx?mode=anote&action=redirect&id=79377012025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADcALQBGADQAQQA1AEEAMgA3AEUALQAyADQAMgBCAC0ANAA2ADcAMAAtADkARAA0AEQALQAwAEMANQBGADgAMgBEAEQANgAxAEEAMAAuAHAAZABmAA==0Earnings growth solid compared to peers16793769Essential Utilities IncWTRG/Default.aspx?mode=anote&action=redirect&id=79376912025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADQALQBFADYANwAzADAAOABGAEUALQBCAEQANAAyAC0ANAAyAEYAMAAtAEEARgA5AEYALQA1ADAAQQBGADkAOQBCAEMAQQBFAEMAOAAuAHAAZABmAA==0Low-beta stock in volatile environment17793768Unitedhealth Group IncUNH/Default.aspx?mode=anote&action=redirect&id=79376822025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADIALQBCADYAMwAzADEARgA3ADIALQA1ADAAQgA5AC0ANAAxAEIAMwAtADkARQBGAEQALQA0ADYANwAxAEIAMwA1ADcANwBDADcANAAuAHAAZABmAA==0Cloudy growth outlook amid rising medical costs18793767Occidental Petroleum Corp.OXY/Default.aspx?mode=anote&action=redirect&id=79376722025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADEALQAwADIAMgAyAEYANgAwAEQALQA1ADIAMAAxAC0ANABBADkAMQAtAEIAOQAzAEQALQA3AEQAQgBEADQARQAxADIANQA3ADEAOAAuAHAAZABmAA==0Waiting for a more favorable entry point19793766Lyft IncLYFT/Default.aspx?mode=anote&action=redirect&id=79376612025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADkALQAyADMARQA3ADEAOAAwADQALQAxAEUAOABDAC0ANABFADQAMgAtADkAQgBEADcALQAzADkAOAAyADYAOQA5ADUANgA1AEQAOAAuAHAAZABmAA==0Recent price weakness is a buying opportunity20793765L3Harris Technologies IncLHX/Default.aspx?mode=anote&action=redirect&id=79376512025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwA0ADAALQA5ADAAOAA3AEYARgBGAEYALQA1ADQAMgBGAC0ANAA1ADcANQAtAEIAOABFADYALQA3ADAAMQBBADIANQAxAEEANwA1ADAARQAuAHAAZABmAA==0A strong contender for upcoming U.S. defense awards21793764Expedia Group IncEXPE/Default.aspx?mode=anote&action=redirect&id=79376412025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADYALQBCADYAOQAzAEQANQA3ADYALQA3ADQAQgA5AC0ANABGADIAOQAtADkAOQBBADMALQBFAEUANwA2ADMAQQBEADgAMQAxAEQAOAAuAHAAZABmAA==0Investor overreaction to below consensus gross bookings creates a buying opportunity22793763EBay Inc.EBAY/Default.aspx?mode=anote&action=redirect&id=79376312025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADMALQA2ADcAQwA3ADMANgAxADAALQBGADkAMAAzAC0ANAAwADIANAAtAEIAMQBBADEALQA2ADkAOABCAEQAOABDAEYANAAzADQARQAuAHAAZABmAA==0Raising target price to $7823793762DraftKings Inc.DKNG/Default.aspx?mode=anote&action=redirect&id=79376212025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADUALQBDAEIAOQBGADYAMQA0ADIALQBBADEAOQBBAC0ANAA4ADkANAAtADgANgA3ADQALQA3ADUAMABDAEEAMgBGADgAMABEAEQANQAuAHAAZABmAA==0Shares rise on better-than-expected earnings24793761Check Point Software TechnolgiCHKP/Default.aspx?mode=anote&action=redirect&id=79376122025-05-15T07:04:23.677aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA5ADMALwAzADgALQAyAEMAMQBCADYAMwA4ADUALQBDADgARQAxAC0ANABBAEUAMQAtAEEAMQAwADQALQA2ADUAOAAyADUAQgA5AEQAOQA2ADcAQgAuAHAAZABmAA==0Moves on AI security expansion25793252OGE Energy Corp.OGE/Default.aspx?mode=anote&action=redirect&id=79325212025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADYALQBBAEMAOQAzAEQARQA4ADYALQA3AEYAQQBBAC0ANAAxAEUANgAtAEIANAA3ADEALQAxAEQAMwBEAEQARAAwAEQAOABCADAARAAuAHAAZABmAA==0We see growth driving the stock price higher26793251Skyworks Solutions, Inc.SWKS/Default.aspx?mode=anote&action=redirect&id=79325122025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADQALQAzADkANQA5ADkANQAyADYALQBEADMAMgA1AC0ANABGADAAMgAtADkAMQBFADYALQBDADIANgA0ADkAQwA5ADIANABCAEYANgAuAHAAZABmAA==0Extensive management changes; reiterate HOLD27793250Conoco PhillipsCOP/Default.aspx?mode=anote&action=redirect&id=79325012025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADUALQAyADMANgA3AEMANAA0AEMALQAwAEQAMAA3AC0ANAA4ADUAMAAtAEEAOAAyAEEALQA3AEUANgA0AEEAOAAwAEYARAA2AEUAMgAuAHAAZABmAA==0Recent price weakness offers a buying opportunity28793249Becton, Dickinson And Co.BDX/Default.aspx?mode=anote&action=redirect&id=79324912025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA4ADgALwAxADUALQBFADkANgA4AEMAMgA4AEUALQAyAEQAQwA3AC0ANABEAEYAQwAtADkANAA4AEQALQBEADYANwA4AEIAMgA1ADcANQAyADIANwAuAHAAZABmAA==0Corporate split could unlock shareholder value29793248Restaurant Brands Intl InQSR/Default.aspx?mode=anote&action=redirect&id=79324812025-05-14T13:00:35.490aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAxADcALQBFADcAQgAzADQANgBEAEQALQBEADUAOAAyAC0ANAAxADQANQAtADgAOQAxADUALQA0ADAAMwA4AEMARgBCAEYAQQA4ADcAQQAuAHAAZABmAA==0Company remains confident it can achieve growth targets30791629Mondelez International Inc.MDLZ/Default.aspx?mode=anote&action=redirect&id=79162922025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADMALQA4ADYANABDADcAQQA1ADIALQAzAEIANwBBAC0ANAAwAEEAOAAtAEEARgBCADAALQAyADUAMwAwAEEAMwBCADEARQBGAEMAMAAuAHAAZABmAA==0Looking for more favorable entry point31791628Goodyear Tire & Rubber Co.GT/Default.aspx?mode=anote&action=redirect&id=79162812025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADEALQBCADEARgBDAEIAQgA1AEQALQBFADMARAA4AC0ANABCADkARQAtADkAMAAxADIALQA2AEMARAA5ADUAOQAxADMAOAA4AEMAMgAuAHAAZABmAA==0Raising price target32791627Estee Lauder Cos., Inc.EL/Default.aspx?mode=anote&action=redirect&id=79162722025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADAALQAwAEQANQBFADEAQwAxADAALQA4ADMAMABGAC0ANAA4ADQANQAtADgANQA4AEMALQAyADkARAAxADMAMwAwADYANgBDAEUAQgAuAHAAZABmAA==0Soft global demand and tariffs in China harm business33791626Cheesecake Factory Inc.CAKE/Default.aspx?mode=anote&action=redirect&id=79162612025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADIALQA4ADYAOAA4ADYAQQBDADkALQBDADYANQA4AC0ANABCAEQARQAtADgANAA2ADYALQAyADAANABFADkAQgA0ADYAOAAyADEAOQAuAHAAZABmAA==0Raising our target price to $6034791625Newmont CorpNEM/Default.aspx?mode=anote&action=redirect&id=79162512025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADYALQAzAEEANQBFAEYAMgA3ADIALQA1ADAANAAzAC0ANABGAEEAMwAtADgANwBCADEALQBDADUANQAxADYAMABDAEYAOQAzADYANwAuAHAAZABmAA==0Well positioned to benefit from continuing market uncertainty35791624Fortive CorpFTV/Default.aspx?mode=anote&action=redirect&id=79162422025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADkALQA5AEIAMQBGAEIAMAA1ADIALQA2ADcAQwA1AC0ANAA0AEMAQwAtADgANQA0AEYALQBBADIARQBBADYANAA1ADQARQAxADMAQgAuAHAAZABmAA==0Staying on sidelines ahead of corporate split36791623Avalonbay Communities Inc.AVB/Default.aspx?mode=anote&action=redirect&id=79162312025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADcALQAzAEUANAA1ADcAOAA5ADIALQBFADIARABBAC0ANABGAEYARQAtADgARgBBAEIALQA0AEEARAA2ADUARABFADYAMQA0AEEAQgAuAHAAZABmAA==0Solid asset pipeline; REIT agrees to buy eight communities37791622Apollo Global Management IncAPO/Default.aspx?mode=anote&action=redirect&id=79162212025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADUALQBGAEUAOQBFAEIAOQA2ADYALQBGADEAQgBBAC0ANAAxADAARQAtAEEAMgBDADUALQAwADAANQAxADMAQgA1ADUANAA0AEYAMAAuAHAAZABmAA==0Maintaining BUY following 1Q results38791621American Water Works Co. Inc.AWK/Default.aspx?mode=anote&action=redirect&id=79162112025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADIALwAwADQALQAwAEMARQA2AEIANABEAEUALQA4ADYAOQBGAC0ANAA1ADQAMwAtAEEANAAzADMALQA2ADUAMQBGADIANQAwADgARQA5ADAANgAuAHAAZABmAA==0Low-beta stock39791620Microchip Technology, Inc.MCHP/Default.aspx?mode=anote&action=redirect&id=79162012025-05-14T06:46:39.740aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA5ADgALQA5AEMANQA2ADgAQwAwAEYALQA3AEYAOQA2AC0ANAA3AEMAQQAtADkAQQA0AEYALQBGADAARgA2ADUAQQAxADcANwBFAEYAOQAuAHAAZABmAA==0Outlook improving40791613Teva Phar Inds LtTEVA/Default.aspx?mode=anote&action=redirect&id=79161312025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADcALQA1AEMAQgA5AEEAQQBFAEMALQBDAEEARgBBAC0ANAAyADIAOAAtADkAQQAzADAALQA5AEYAMwA1ADYAOQBBADEAMQA5ADMANAAuAHAAZABmAA==0Raising target to $2241791612Uber Technologies IncUBER/Default.aspx?mode=anote&action=redirect&id=79161212025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADUALQBCAEQANAAzADAARABFADkALQA5AEMANwA3AC0ANABEADEAOAAtADkAQgAyADEALQA1AEYAMgA5AEUARQBEADcAOQAyADUANwAuAHAAZABmAA==0Raising price target42791611Old Dominion Freight Line, IncODFL/Default.aspx?mode=anote&action=redirect&id=79161122025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADYALQBCAEUANgBEADEANABBADQALQA1ADUAMAA1AC0ANAAwAEQARQAtAEEAQgA5ADQALQAzADAAQwAzADQANQA5ADMAMQA4ADMARgAuAHAAZABmAA==0Industry challenges continue43791610Cloudflare IncNET/Default.aspx?mode=anote&action=redirect&id=79161012025-05-13T13:10:03.467aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA3ADgALQA5ADQARAA5ADcAQQAwAEQALQA5ADMANAA3AC0ANAAyAEIAQgAtAEIAOAA3AEQALQBGAEEAQQBDADEAMABDADgAQgBEADQARAAuAHAAZABmAA==0Rapid GenAI innovation44791597Vishay Intertechnology, Inc.VSH/Default.aspx?mode=anote&action=redirect&id=79159712025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADQALQAwADkAMQBEADQANgBFAEEALQAxADMAMABCAC0ANAA0ADAANAAtAEIAMwBDADcALQA3ADcARAAzADkAQQBGADMAMAA5ADUAMgAuAHAAZABmAA==0Positive signs as distributor inventories normalize45791596Labcorp Holdings Inc.LH/Default.aspx?mode=anote&action=redirect&id=79159612025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADAALQA5AEIAMAA3ADQANQAxAEIALQBCADcANwA0AC0ANABDAEIAQgAtADkAMwA1ADUALQBCADcARgAwADEAMAA5AEIARQA0ADIANAAuAHAAZABmAA==0Growth driven by M&A and specialty testing46791595Devon Energy Corp.DVN/Default.aspx?mode=anote&action=redirect&id=79159512025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADEALQA2AEUANABEAEYAMgA3ADMALQBEAEYAMgAyAC0ANAAyADUAQQAtADgARQA3ADIALQBDAEQAQgA4ADQAMwBBAEQAMQA2ADIAMAAuAHAAZABmAA==0Recent price weakness a buying opportunity47791594Charter Communications Inc.CHTR/Default.aspx?mode=anote&action=redirect&id=79159422025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA1ADgALQA2ADAARAA1AEEAOQBCAEEALQBBADEAMABEAC0ANAAwAEIAQQAtAEEAOQBDADcALQA3ADkANQAwADYANgAzADkAOAA5ADIARAAuAHAAZABmAA==0Moves to merge with controlling shareholder48791593Brinker International, Inc.EAT/Default.aspx?mode=anote&action=redirect&id=79159312025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADUALQA2ADAARgA2AEYARgBFADkALQAxADcAMwBFAC0ANAA0ADQARQAtADkAMwA3ADIALQA5ADYARgBEADcAQgA3AEEARgAzADEANAAuAHAAZABmAA==0We see value in the stock49791592Shopify IncSHOP/Default.aspx?mode=anote&action=redirect&id=79159212025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADcALQA1ADIAQwA3AEQARgBEADUALQA1AEEARAAyAC0ANAA1AEIAQQAtADgANAA0AEYALQBGADIAOQAyAEUANAAwADkAOQA3ADYARQAuAHAAZABmAA==0Accelerating sales momentum50791591Monster Beverage Corp.MNST/Default.aspx?mode=anote&action=redirect&id=79159112025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADYALQBDADYAQQAwADkAQwA0AEYALQBFADgANgBBAC0ANABDADQAQwAtAEEAOAA5ADQALQAyADcAQQAwAEYAQwA1ADgARgAyADUAQQAuAHAAZABmAA==0Shares closed at an all-time high following 18% higher revenue51791590Haleon plcHLN/Default.aspx?mode=anote&action=redirect&id=79159012025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADMALQBBADkAMQA4ADIAMgA4ADkALQBBADcAMAA5AC0ANAA0ADUAQwAtAEEAQgA5ADYALQA3AEIAMgBDADMAMwBDAEEARgBDAEUARgAuAHAAZABmAA==0Raising target price52791589Equity Residential PropertiesEQR/Default.aspx?mode=anote&action=redirect&id=79158912025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA1ADkALQAwADcAMAAwADQANwA5ADEALQA2ADEARQBEAC0ANAA3ADcAMAAtAEEANAA3ADMALQAxAEQARgA2AEQARQBDADYAQgA4ADAAMgAuAHAAZABmAA==0NFFO of $0.95 per share topped consensus and 1Q25 guidance53791588Church & Dwight Co., Inc.CHD/Default.aspx?mode=anote&action=redirect&id=79158812025-05-13T07:00:35.777aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwA2ADIALQBGADcAQQAyAEUANQBFAEIALQAyADAAQwA3AC0ANABBADYAMwAtAEEARQA3ADQALQA4ADIANwA1ADkARgA2AEYAMgBGADkAOAAuAHAAZABmAA==0Recent weakness provides buying opportunity54791582Oshkosh CorpOSK/Default.aspx?mode=anote&action=redirect&id=79158212025-05-12T12:51:54.427aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAzADUALQAyADYAMQAyAEMARAAyADEALQA5ADIAOQA2AC0ANABGADYARgAtADgAMQAyAEEALQAxADkAQwBFAEMANQBDADgAMwBDADUAMAAuAHAAZABmAA==0Pullback offers a buying opportunity55791581Lear Corp.LEA/Default.aspx?mode=anote&action=redirect&id=79158112025-05-12T12:51:54.427aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAzADkALQAxAEQARAA5AEMARQA2AEQALQA3ADgAMQA0AC0ANAAzADUARQAtAEIAOQA1ADkALQBGADEANwBEADIANABGADYARAA1ADkANQAuAHAAZABmAA==0Recent share price weakness offers a buying opportunity56791580Itron Inc.ITRI/Default.aspx?mode=anote&action=redirect&id=79158012025-05-12T12:51:54.427aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAzADgALQA3ADEAMwBCADEAMQAwADYALQBEADYARgAyAC0ANAA0AEIARQAtAEEANwA0ADAALQAyADYANwAyADEAMgA5ADQARABDAEYARgAuAHAAZABmAA==0Recent weakness offers buying opportunity57791579Williams Cos IncWMB/Default.aspx?mode=anote&action=redirect&id=79157912025-05-12T12:51:54.427aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAzADcALQA0ADIARgBDAEYANQBCADcALQBDADQANgAwAC0ANABGADkAQwAtADgAMwBCADMALQA1ADkANwA5AEYAMAA3AEIAMAAyAEIANQAuAHAAZABmAA==0Above-average dividend yield of 3.47%58791578Pinterest IncPINS/Default.aspx?mode=anote&action=redirect&id=79157812025-05-12T12:51:54.427aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAzADYALQA1AEEAQgA0AEQAMQAyADMALQAyADIANQBBAC0ANABGAEUAQQAtAEIAMgAzADQALQAzADMARAA1AEEAOABDAEUAMQA2AEYAQwAuAHAAZABmAA==0Company issues strong second-quarter revenue guidance59791561Duke Energy Corp.DUK/Default.aspx?mode=anote&action=redirect&id=79156112025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADQALQA1ADIAMQA0AEYAMwA5ADYALQA0ADcARABEAC0ANAAwADkAQgAtAEIARQA4ADAALQA0ADUAMwAxADcANAAzAEUAMgAzADAAQgAuAHAAZABmAA==0Utility has new rates and riders boosting revenue60791560Walt Disney Co (The)DIS/Default.aspx?mode=anote&action=redirect&id=79156012025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADcALQAxADcAMwA2AEMAQgAxADIALQAzADIAMQBDAC0ANAA5ADIAMwAtAEIAOABBAEMALQBDAEEARQAwADAARQBGADkAMwBDADgAOQAuAHAAZABmAA==0Streaming is core but theme parks are also key61791559Fortune Brands Innovations IncFBIN/Default.aspx?mode=anote&action=redirect&id=79155922025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADkALQAzAEEANwAwAEYAOAA4AEIALQBFAEEARgA3AC0ANABEAEMARQAtAEEARQBCAEQALQA1AEUAMwA4AEUANwBEADcANQAwADUANAAuAHAAZABmAA==0Reducing 2025 and 2026 estimates62791558Ford Motor Co.F/Default.aspx?mode=anote&action=redirect&id=79155812025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADMALQAwAEEAMAA4ADMAQgAwADMALQBGADgAOAAyAC0ANAAxADAANQAtADgAOABEADYALQBCAEMAOAAzADYANwAwADMAQgA4ADkAOQAuAHAAZABmAA==0Despite trade/tariff worries, we still expect upside in the shares63791557Flex LtdFLEX/Default.aspx?mode=anote&action=redirect&id=79155712025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAyADAALQAzAEIAMwBBADUANgA4AEIALQA2ADEANQA4AC0ANABEADMANgAtADkAOQA2ADkALQBEADkAMABBADcAMgBEAEQAMQA4ADIANwAuAHAAZABmAA==0Global footprint mitigates tariff risks64791556EOG Resources, Inc.EOG/Default.aspx?mode=anote&action=redirect&id=79155612025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADYALQBEADIAQwA1ADkAMQAzADgALQA1ADAANwBEAC0ANAA0ADMAOQAtADgAMQA2ADUALQA2ADIAMABFAEIAMAAyAEUAMAAyADcAMQAuAHAAZABmAA==0Recent price weakness offers a buying opportunity65791555Cummins Inc.CMI/Default.aspx?mode=anote&action=redirect&id=79155512025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADUALQA5ADgANwBDAEQANAA0ADYALQA4ADAAQwA3AC0ANAAyADgANQAtADgAQgAxAEQALQA0ADAAQQBGAEQAMAA0ADgARAAwADIAOQAuAHAAZABmAA==0Recent price weakness a buying opportunity66791554Autonation Inc.AN/Default.aspx?mode=anote&action=redirect&id=79155412025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAyADIALQBCADgAMgAyADYAMgAxADUALQBFADMAMQBDAC0ANAA0AEEAMAAtAEEAQgBGADUALQA1ADIAMwAxADQARAA5ADMANQAwADYARgAuAHAAZABmAA==0Would be a buyer of the shares at current prices67791553Wayfair IncW/Default.aspx?mode=anote&action=redirect&id=79155312025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAxADgALQBDADcAQQBEADAAOQAxAEQALQAyADkAQgBCAC0ANAA3ADUANQAtADkARQBCAEEALQAxADAAOAAxADgAQwA4ADgAMAAxADgAQwAuAHAAZABmAA==1Upgrading to BUY with a target price of $4068791552Avery Dennison Corp.AVY/Default.aspx?mode=anote&action=redirect&id=79155222025-05-12T07:07:05.607aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADEALwAyADEALQBBADgAMwA1ADcAMgA1ADYALQAxADMAMQA2AC0ANAA2ADMARAAtAEEARAA1AEIALQA3ADAARgAwADEARgAzADAARQBFADMANQAuAHAAZABmAA==-1Lowering rating to HOLD69791545United Rentals, Inc.URI/Default.aspx?mode=anote&action=redirect&id=79154512025-05-09T13:21:08.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA5ADUALQBDAEQARAA2ADIANQBCAEEALQAzAEMAMAA2AC0ANAAwAEQANgAtADgANAA4ADgALQAxADQAMABCADMARgBGADUARgA2ADQAMgAuAHAAZABmAA==0Pullback in the shares offers a buying opportunity70791544Rithm Capital CorporationRITM/Default.aspx?mode=anote&action=redirect&id=79154412025-05-09T13:21:08.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA5ADMALQAxADYAOQBEADUAQwAxAEUALQBGADYANQA0AC0ANABEADcANQAtAEEARQAzADQALQAxADMANAA3ADAAMQBEADIARABBAEEAMAAuAHAAZABmAA==0Growing its asset management business71791543Veralto CorpVLTO/Default.aspx?mode=anote&action=redirect&id=79154312025-05-09T13:21:08.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA5ADIALQBCADkARQBEAEQARQA5ADQALQBGADkAMAAzAC0ANAAzADEAMAAtADkAMAA1ADEALQAxADQANwA4ADAAMQAxADIAQwBFADcANQAuAHAAZABmAA==0Recent weakness offers buying opportunity72791542Pinterest IncPINS/Default.aspx?mode=anote&action=redirect&id=79154212025-05-09T13:21:08.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA5ADYALQA4AEQANQBEADkAOQBEADcALQBGADAAMQAyAC0ANABDADgARQAtADkANAAxADEALQBBADIAMAA1ADUANABFADQAQwA3AEMAMgAuAHAAZABmAA==0Company issues strong second-quarter revenue guidance73791541Marriott International, Inc.MAR/Default.aspx?mode=anote&action=redirect&id=79154112025-05-09T13:21:08.500aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA5ADQALQBFADcARAA1ADUANgA4ADIALQBDADkANAA5AC0ANAAyAEEAMwAtAEIARQA2ADYALQAzADAAMwBCAEUANwA1AEQAMgAyADgANwAuAHAAZABmAA==0Guidance reduced but better than expected74791531Shell PlcSHEL/Default.aspx?mode=anote&action=redirect&id=79153112025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADYALQBBAEIAOQBBADcARQBBAEIALQBFADEAQgA4AC0ANABBADMAOQAtAEEAMQA1ADAALQAwADYARABFADAANwA5ADEARgA5AEYAMwAuAHAAZABmAA==0Recent share price weakness a buying opportunity75791530Kraft Heinz CoKHC/Default.aspx?mode=anote&action=redirect&id=79153022025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADMALQAzADMARgAzADkARAA5AEYALQA2AEMAQQBDAC0ANAAzAEUAMwAtAEIAOQBDADkALQAzADkANQA4ADMAMQBEADMARAA1ADQAMQAuAHAAZABmAA==0Looking for a more favorable entry point76791529Hartford Finl Servs Grp IncHIG/Default.aspx?mode=anote&action=redirect&id=79152912025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADcALQA0AEEANQAwADkAQQBCAEYALQA2ADEAMwBFAC0ANAA4ADQAQQAtAEIAOQA0ADEALQBFAEEAOAA3AEMANwBDADEAQQBFADcARgAuAHAAZABmAA==0Higher premiums boosting growth77791528Cognizant Tech Solus CorpCTSH/Default.aspx?mode=anote&action=redirect&id=79152822025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA4ADAALQBBADEANwAxADMAMQA4ADYALQA4AEMAQQAyAC0ANAA3AEEARAAtADgAQwAzADkALQAxADMANQAzADgANQBCADUAMAAxADcAQgAuAHAAZABmAA==0Beats expectations, challenges continue78791527Verisk Analytics IncVRSK/Default.aspx?mode=anote&action=redirect&id=79152712025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADQALQAzAEMARgAxAEMAQgAwAEUALQAxAEYANAA1AC0ANAAwAEQAMgAtADkANwBFAEYALQA5AEMAMwA3ADQANQA4ADYAMAA1ADQAQwAuAHAAZABmAA==0Shares close at 52-week high79791526Stryker Corp.SYK/Default.aspx?mode=anote&action=redirect&id=79152612025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADkALQAwAEUAQQA4ADMARAAzADQALQA1ADMAMAA3AC0ANAA3ADUAMwAtADgAMgBBADAALQAzADkAQQBFAEYAOAAyADgAMQAzADkANAAuAHAAZABmAA==0Gaining market share in orthopedics through MAKO robotic surgery platform80791525Altria Group Inc.MO/Default.aspx?mode=anote&action=redirect&id=79152522025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADUALQAyADYANgA1ADQAQwA2ADkALQA0ADQAQQAwAC0ANAA4ADEARQAtADgAQwAzAEUALQBFADkAQQBCAEQAOAA3AEIANwBDAEEAMgAuAHAAZABmAA==0Facing challenges pivoting as smoking declines81791524Lilly(Eli) & CoLLY/Default.aspx?mode=anote&action=redirect&id=79152412025-05-09T07:06:11.640aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA3ADgALQAzAEQAOQA1AEYARAA5ADgALQA1AEUAOQA0AC0ANABBAEIAMQAtADgAMwA0ADYALQA3ADAANgBEADEAMgBEADMANABFADcAQwAuAHAAZABmAA==0Discounted price offers buying opportunity82791517Global Payments, Inc.GPN/Default.aspx?mode=anote&action=redirect&id=79151712025-05-08T12:58:50.487aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA2ADEALQBEADAAMwBCAEMARQBCADkALQBEADEARgBGAC0ANAAyAEMAQQAtADgARgA0AEQALQBBADEARABEADEANwBFADYAMgBEADgAMAAuAHAAZABmAA==0Worldpay/Issuer Solutions transaction viewed positively for expected margin expansion83791516Gentherm IncTHRM/Default.aspx?mode=anote&action=redirect&id=79151622025-05-08T12:58:50.487aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA1ADkALQBEAEYAMgBBAEYARAA1AEYALQA3AEIAMQAxAC0ANABEADYAMAAtAEEANABEAEYALQBEADQARQA4AEYAOQA3ADkAMABFADcANQAuAHAAZABmAA==0Waiting for a more opportune entry point84791515Palantir Technologies IncPLTR/Default.aspx?mode=anote&action=redirect&id=79151522025-05-08T12:58:50.487aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA1ADgALQBFADEANQA2ADkARAA3AEYALQBDAEIAMgAzAC0ANAAxAEQAQQAtAEIAMwBCADAALQBGADMAQQA1ADYAMQAxADAARQA1AEUARAAuAHAAZABmAA==0Another stellar quarter85791514McDonald`s CorpMCD/Default.aspx?mode=anote&action=redirect&id=79151412025-05-08T12:58:50.487aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA2ADAALQBDADEARABGADUAMAA3AEYALQBBADkANgBCAC0ANABGADkAQgAtAEEARAA1AEUALQBEADMAMABEAEUANgAzADcARQBCADcAOQAuAHAAZABmAA==0Recovery imminent as new value offerings and menu innovation launch86791513Axon Enterprise IncAXON/Default.aspx?mode=anote&action=redirect&id=79151312025-05-08T12:58:50.487aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA2ADIALQBCADUAOQBDADYAMgBFADMALQBDAEEANgAxAC0ANABBAEMARAAtADkAQwA5AEEALQAyADgANwA1AEEANwAwADkAOAA4AEEAMQAuAHAAZABmAA==0Guidance raised and price target raised87791500Pepsico Inc.PEP/Default.aspx?mode=anote&action=redirect&id=79150022025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwAzADYALQAzAEMAMAA4ADAAQQBBADAALQA1AEUAOQAwAC0ANAA0AEMANAAtAEIAMAA4ADYALQAxADMAQgA5ADQAQwA0ADIAQwAyADQAOAAuAHAAZABmAA==0Looking for a more favorable entry point88791499Jacobs Solutions IncJ/Default.aspx?mode=anote&action=redirect&id=79149912025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwAzADQALQBEAEYANgA4ADkARgAwADUALQA3AEMAMAA0AC0ANAA2ADUAQQAtAEIANgA2AEIALQBFAEIAOQAwAEYAQwA0ADQAOAAxADQANwAuAHAAZABmAA==0Reiterates guidance on strong bookings89791498Interpublic Grp Of Cos., IncIPG/Default.aspx?mode=anote&action=redirect&id=79149822025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwAzADcALQA3ADkAMQBBAEEANAA1ADAALQA2AEMAOQA4AC0ANAA5ADMAQgAtAEEANwA2ADIALQA2ADUAQQBEAEIAMQBFAEMANwA2ADIAQQAuAHAAZABmAA==0Maintaining HOLD rating due to pending merger90791497Otis Worldwide CorpOTIS/Default.aspx?mode=anote&action=redirect&id=79149712025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwAzADUALQAzAEMARAAzAEYARgBFADcALQA2ADcAMQA0AC0ANAAyAEMANAAtAEEAQQA0ADkALQBBAEQAMwAyADQANQBBADYAQQAxADkAMgAuAHAAZABmAA==0Expected growth in high margin, tariff-free services91791496Nasdaq IncNDAQ/Default.aspx?mode=anote&action=redirect&id=79149612025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADAALQA3AEYARgBBADQANAA0AEYALQA2AEIAQgA2AC0ANAAzAEYAMwAtAEIAOQBGAEEALQA0AEMARgBBADAAOABEAEYARgAxAEIAMwAuAHAAZABmAA==0Record level of index products92791495Idex CorporationIEX/Default.aspx?mode=anote&action=redirect&id=79149522025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwAzADkALQAyADQAMgAxAEUAMAAzADgALQAzAEEAMwA0AC0ANABDADEAOQAtAEEAQgA3ADEALQBEADgAQgA2ADMAQgBBADIARQA3ADgAOQAuAHAAZABmAA==0Looking for more favorable entry point93791494Arista Networks IncANET/Default.aspx?mode=anote&action=redirect&id=79149412025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADQALQBEADUAQwBGADAAQwA1ADIALQAxADYARQAzAC0ANAA0AEIAOAAtAEIARgA5ADQALQAxADMARABDAEIAQwA5AEEAMgA0AEEANAAuAHAAZABmAA==0Expanding AI opportunity, reiterating $130 target price94791493Advanced Micro Devices Inc.AMD/Default.aspx?mode=anote&action=redirect&id=79149312025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADUALQA1ADAAMQA5ADQAMwBGADIALQA4AEEAMgBCAC0ANAAwAEUANAAtAEIAMgBBADIALQA5ADQANwBDADgARQA1ADQARQA4ADAANAAuAHAAZABmAA==0Data Center growth, inventory charges due to China95791492Southern CompanySO/Default.aspx?mode=anote&action=redirect&id=79149212025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADIALQBFAEUAMgBGADgAQgBDADQALQA1ADQAQgBGAC0ANAAwADUAMAAtAEEAMAAwADQALQAyADMAMAAwADAARgBCAEUANwAwAEEARQAuAHAAZABmAA==0Utility delivers solid results and 3% dividend increase96791491GE HealthCare Technologies IncGEHC/Default.aspx?mode=anote&action=redirect&id=79149112025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADEALQA4ADMARQA3ADMARgAyAEQALQBEADYANAA0AC0ANAAxAEEARgAtAEIAQQA2AEMALQBBADkANQBDAEUARgBBADQAMABCAEMAMQAuAHAAZABmAA==0Operational excellence drives strong revenue growth despite tariff impact97791490Coca-Cola CoKO/Default.aspx?mode=anote&action=redirect&id=79149012025-05-08T07:07:27.213aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA3ADAALwA0ADMALQA4ADIANwAxAEEANwA4AEMALQA2ADIARQBBAC0ANABEADcARQAtAEIAQwBEADIALQA1ADQAQgAxADgAQgBBADEAQgA5ADQAOAAuAHAAZABmAA==0Raising target price98789373Stanley Black & Decker IncSWK/Default.aspx?mode=anote&action=redirect&id=78937322025-05-07T12:44:12.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA0ADkALwAxADUALQBCAEQAMwBCAEEAOABGADcALQA1ADMANQA1AC0ANABGAEEAMgAtADgAMABFAEEALQAxAEYAOABDADkANQA5ADEANgAwADUAOQAuAHAAZABmAA==0Strong products to weather tariffs99789372Juniper Networks IncJNPR/Default.aspx?mode=anote&action=redirect&id=78937222025-05-07T12:44:12.433aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwA0ADkALwAxADYALQBDADYAMgBEADEAMwBGADQALQBBADEANAA5AC0ANABBADgARgAtADkANgA4ADEALQA2AEQANABGAEEARQA5ADUAMgA1ADYARAAuAHAAZABmAA==0Court battle looming over HPE deal100

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Lower Inflation Trend Resumes

Two important inflation reports -- the Consumer Price Index and the Producer Price Index -- were released earlier this week and both signaled that pricing pressures are again easing. For now. Both reports indicated that overall pricing pressures remain well below the peak rates in the summer of 2022. But both also confirmed that inflation remains above the Fed's target of 2.0%, and that it may take a while to get to that level. Let's first take a deeper dive into the Consumer Price Index. The news here was good, as the annualized headline number ticked lower from the previous month (2.3% versus 2.4% and 3.0% three months ago). According to the latest CPI report, the core inflation rate (ex-food and energy) was steady at 2.8%. Once again, the most encouraging data was related to Transportation Services and Shelter costs. In these sticky categories, year-over-year inflation rates have declined meaningfully. Gas prices are also sharply lower year over year, which should please consumers. The other inflation report was the Producer Price Index. The PPI measures pricing trends farther up the supply chain, at the manufacturing level. Here, the news was also generally positive. For example, the PPI final demand annual rate through April was 2.4%, compared to 2.7% a month ago and 3.7% in January. Based on the fundamentals, we expect pricing pressures to continue easing as the housing market cools due to high mortgage rates, and the price of oil stays below $90 per barrel (current price is $61). But that low price of oil reflects a new wild card that has entered the forecasting picture: Trump's trade wars. His tariffs -- should they ever go into effect -- will almost certainly raise prices, sending the inflation rate higher again. That will put new pressure on the Federal Reserve, which we think -- again, based on the fundamentals -- should be in position to lower rates in the second half of the year. here was good, as the annualized headline number ticked lower from the previous month (2.3% versus 2.4% and 3.0% three months ago). According to the latest CPI report, the core inflation rate (ex-food and energy) was steady at 2.8%. Once again, the most encouraging data was related to Transportation Services and Shelter costs. In these sticky categories, year-over-year inflation rates have declined meaningfully. Gas prices are also sharply lower year over year, which should please consumers. The other inflation report was the Producer Price Index. The PPI measures pricing trends farther up the supply chain, at the manufacturing level. Here, the news was also generally positive. For example, the PPI final demand annual rate through April was 2.4%, compared to 2.7% a month ago and 3.7% in January. Based on the fundamentals, we expect pricing pressures to continue easing as the housing market cools due to high mortgage rates, and the price of oil stays below $90 per barrel (current price is $61). But that low price of oil reflects a new wild card that has entered the forecasting picture: Trump's trade wars. His tariffs -- should they ever go into effect -- will almost certainly raise prices, sending the inflation rate higher again. That will put new pressure on the Federal Reserve, which we think -- again, based on the fundamentals -- should be in position to lower rates in the second half of the year.

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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

$148.74

ABT - ABBOTT LABORATORIES

04/21/2025

Healthcare

$133.35

ABBV - ABBVIE INC

05/01/2025

Healthcare

$181.68

ANF - ABERCROMBIE & FITCH CO.

04/21/2025

Consumer Discretionary

$79.66

ACN - ACCENTURE PLC

03/24/2025

Information Technology

$323.21

ADBE - ADOBE INC

03/24/2025

Information Technology

$404.69

ADTN - ADTRAN HOLDINGS INC

02/28/2025

Information Technology

$8.19

AAP - ADVANCE AUTO PARTS INC

02/27/2025

Consumer Discretionary

$34.42

AMD - ADVANCED MICRO DEVICES INC.

05/08/2025

Information Technology

$114.99

ACM - AECOM

05/07/2025

Industrial

$108.28

Analyst
Quick Notes

Weekly Stock List: Focus List Changes

Christine Dooley

5/12/2025

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5/5/2025

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Kris Ruggeri

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Christine Dooley

4/21/2025

View

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John Eade

4/14/2025

View

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

Market View

Stocks Flat at Midday on Friday

The major stock indices are a mixed bag at midday -- but the common theme is “flat, with the S&P 500 and Dow Jones Industrial Average up by very little and the Nasdaq down by very little. The latest consumer sentiment reading from the University of Michigan showed sentiment hit its second-lowest reading on record, at 50.8. That compares to 52.2 last month and the consensus expectation of 53.4. The all-time low reading was 50 in June of 2022. There is also growing concern about inflation, with both short-term and long-term inflation expectations on the rise among American consumers.

Stock headed higher at midday include ACADIA Pharmaceuticals (ACAD, up 33%), Tonix Pharmaceuticals (TNXP, up 20%), Pony AI (PONY, up 11%), and D-Wave Quantum (QBTS, up 9%). Headed lower today are Globant SA (GLOB, down 27%), Doximity (DOCS, down 14%), Newegg Commerce (NEGG, down 11%), and Applied Materials (AMAT, down 6%). The S&P 500 is up 0.18%, the Dow is up 0.03%, the Nasdaq is up 0.09%, and the Russell 2000 is up 0.25%. Industries trading higher today include: Pharmaceuticals, Water Utilities, and Independent Power & Renewable Electricity Producers. Industries trading lower today include: Energy Equipment & Services, IT Services, and Communications Equipment. The VIX is down 0.43 at 17.40 after closing yesterday at 17.83. Options on MARA HOLDINGS INC (MARA) have appeared on the most-active list today with more than 6,264 contracts of the May 23 13 put, changing hands. The put/call ratio is 0.69 (1,564,557)/(2,257,914). NYSE Adv/Dec (1546/1142). Nasdaq Adv/Dec (2433/1750). [Argus Research, various news and data sources]

The S&P 500 is up 0.18%, the Dow is up 0.03%, the Nasdaq is up 0.09%, and the Russell 2000 is up 0.25%.

Industries trading higher today include: Pharmaceuticals, Water Utilities, and Independent Power & Renewable Electricity Producers. Industries trading lower today include: Energy Equipment & Services, IT Services, and Communications Equipment.

The VIX is down 0.43 at 17.40 after closing yesterday at 17.83. Options on MARA HOLDINGS INC (MARA) have appeared on the most-active list today with more than 6,264 contracts of the May 23 13 put, changing hands. The put/call ratio is 0.69 (1,564,557)/(2,257,914).

NYSE Adv/Dec (1546/1142). Nasdaq Adv/Dec (2433/1750).

[Argus Research, various news and data sources]

Weekly Economic Commentary

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The stock market was uncommonly volatile in April, first diving on “Liberation Day” (April 2) and then gradually recovering as the administration moderated its stance. Early days of the month were characterized by sharp selloffs reminiscent of the market crashing toward recession in 2008 or plunging on COVID-19 shutdown fears in 2020. The S&P 500, which on 4/8/25 was down 11.2% for the month, finished with a 0.8% decline for all of April 2025. Positive stock momentum carried into May, fueled by a better-than-expected jobs report -- even as crushing triple-digit tariffs on Chinese goods kicked in on 5/2/25. ... more

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