373730100trueLoaded Data784713Taiwan Semiconductor ManufactuTSM/Default.aspx?mode=anote&action=redirect&id=78471312025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADMALQAwAEUAQgBGADMAMQA1ADAALQA5ADcAQwBEAC0ANABGADMARAAtAEEARABBAEUALQBCADYAOQAyAEUANwBDAEUARAA0ADUANAAuAHAAZABmAA==0AI driving growth, tariff uncertainty looms1784712American Express Co.AXP/Default.aspx?mode=anote&action=redirect&id=78471212025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADUALQA3AEIAQwA4ADcAMAAyADkALQA0AEMAQgA0AC0ANABBAEUAMwAtADgANwBBAEMALQA3ADIANABGAEYANgA1ADgANAAxAEEANQAuAHAAZABmAA==0Spending volume growth still healthy at 6%2784711NVIDIA CorpNVDA/Default.aspx?mode=anote&action=redirect&id=78471112025-04-17T13:29:23.320aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA3ADQALQBDAEUAQwA0ADYAQwA1ADQALQAxADYAOQA0AC0ANAAzADMAMwAtADkAOQA3ADIALQA5AEEAQgBEADQAOAA1AEEAQwBEADcARAAuAHAAZABmAA==0Reducing estimates after export restrictions3784696PNC Financial Services GroupPNC/Default.aspx?mode=anote&action=redirect&id=78469612025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADQALQA0ADEAMwAwADQAMABEADEALQA2ADkANwBFAC0ANAA0AEUAQwAtADkANQBGAEUALQA0ADMAMQA4ADEAMgBGAEEAMQBBAEQAQwAuAHAAZABmAA==0Robust net interest income guide maintained for 20254784695Fedex CorpFDX/Default.aspx?mode=anote&action=redirect&id=78469512025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADcALQBFAEQANgBDAEIAQQA1ADEALQAxADcAOQA3AC0ANAAyADAARAAtAEIAQwA1ADIALQA5ADQAMAAxADEANQAzAEEAQQAyADYAOAAuAHAAZABmAA==0Poised to deliver growth5784694Citigroup IncC/Default.aspx?mode=anote&action=redirect&id=78469412025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADUALQA2AEMAMAAyADkAOABGAEYALQAyAEUARQAwAC0ANABCAEEARQAtADgAQQBBAEYALQA1AEEANAA1ADAAMQA2ADEAMAA5AEIAOAAuAHAAZABmAA==0Buybacks to take advantage of notable discount to book value6784693Johnson & JohnsonJNJ/Default.aspx?mode=anote&action=redirect&id=78469312025-04-17T07:04:20.383aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADcALwAwADEALwA1ADYALQA3AEIANQAwADIAMQA3ADQALQA3AEUAMQAxAC0ANABDADUARAAtADgAOQA1ADMALQBEAEIARQA0AEMANgBGADkAMQA2AEQAQQAuAHAAZABmAA==0Strong 1Q25 results offset tariffs impact7782576U.S. Bancorp.USB/Default.aspx?mode=anote&action=redirect&id=78257612025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADIALQA2ADkAOAAyADkANAA3ADUALQBDADkAQQA3AC0ANAA5ADAANQAtAEEARAAwAEIALQAyAEYAMgBGAEQAMQAyADQAOAA0ADAANgAuAHAAZABmAA==0Positive operating leverage story continues8782575United Airlines Holdings IncUAL/Default.aspx?mode=anote&action=redirect&id=78257512025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADQALQAwADYARgAwADEAQQA3ADcALQAxADIAQQA3AC0ANAAzADEAOQAtADgAQQAzAEIALQA5AEMAMgA0ADcAOQBDADgAMwAxAEEAMQAuAHAAZABmAA==0Strong first-quarter earnings9782574Cracker Barrel Old Country StoCBRL/Default.aspx?mode=anote&action=redirect&id=78257412025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADEALQA4AEIARQA2ADYANAA1ADAALQA4ADgAMABDAC0ANAA5ADEAQgAtAEIAMAAxADMALQBFADgANQA2ADEAMwBGAEQANwAxADIAMwAuAHAAZABmAA==0Recent weakness is a buying opportunity10782573ASML Holding NVASML/Default.aspx?mode=anote&action=redirect&id=78257312025-04-16T12:58:49.537aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwA0ADMALQBFADcAQwA3AEUANQBCADEALQBDAEUAMABGAC0ANAA5ADUANQAtADkARgAxAEEALQBCAEMAQQAyAEEARAA1AEMARAA3ADcARgAuAHAAZABmAA==0Tariffs and trade war impact order11782557EricssonERIC/Default.aspx?mode=anote&action=redirect&id=78255722025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADIALQAzAEIARQA5ADAANABCAEIALQBBAEEAMwA5AC0ANAA0ADMAMgAtAEEAOQA0AEYALQAzADYAQgA5ADcAQQA1ADMAOQAzAEEANwAuAHAAZABmAA==0Strength in Americas ahead of tariffs12782556Bank Of America Corp.BAC/Default.aspx?mode=anote&action=redirect&id=78255612025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADEALQAwAEUARABEAEYAOQAwADkALQAzADgANQA3AC0ANAAzAEUANAAtADkAMwBCAEUALQAzAEUARgA3ADAAMwA3ADQAQgA3AEUAMwAuAHAAZABmAA==0Record net interest income guide remains for 202513782555Keurig Dr Pepper IncKDP/Default.aspx?mode=anote&action=redirect&id=78255512025-04-16T07:04:50.270aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAzADMALQBCADAANQBFAEYANQA1AEYALQA0ADQANwA4AC0ANABDAEQARQAtADkAMAAxADgALQAzADcAMwBEADUANAAxADcAMgA4ADYARQAuAHAAZABmAA==3Launching coverage with a BUY rating and $40 target price14782551M & T Bank CorpMTB/Default.aspx?mode=anote&action=redirect&id=78255112025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADkALQAxADIANQBEADgAOQBCADIALQA4ADUANwA4AC0ANAAzAEQANwAtADgARQA1ADkALQAwAEIAMAAwADcAMQAyADUAOQAyAEUAOQAuAHAAZABmAA==0Notable increase in 1Q buybacks15782550Goldman Sachs Group, Inc.GS/Default.aspx?mode=anote&action=redirect&id=78255012025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADgALQA2AEEANQBGADQAMwA5ADQALQBBADIARgBDAC0ANAAyADgAOQAtAEEAQgA1ADEALQBEAEQANgBDAEIAOAAzADkANQBGADYAMAAuAHAAZABmAA==0Lowering target on delay in investment banking rebound16782549DuPont de Nemours IncDD/Default.aspx?mode=anote&action=redirect&id=78254912025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAxADcALQBCAEEAOQAxADAAQwAxADQALQAyADMARgBBAC0ANAAyAEMAQQAtAEEAMwBBAEQALQAyAEUANgBCAEIAOAA5AEUANAA2ADYAOQAuAHAAZABmAA==0Recent weakness offers buying opportunity17782548Chewy IncCHWY/Default.aspx?mode=anote&action=redirect&id=78254812025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAyADEALQBEADMARgAzADUAOABCAEIALQBGADAANAAzAC0ANAA5AEIANAAtADgAQwA3ADgALQBGADkAMgA1ADMAMAA2ADkANgBCAEUAMgAuAHAAZABmAA==0Recent weakness provides buying opportunity18782547Cintas CorporationCTAS/Default.aspx?mode=anote&action=redirect&id=78254712025-04-15T13:35:37.550aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAyADAALQBDAEIAOABEADYAMQBCADkALQA2AEQARABFAC0ANABGAEQANgAtADgAQQAzADUALQA0AEYARQBFADEAOAA2ADAANABEAEIAMgAuAHAAZABmAA==0Investments in technology are meaningfully boosting margins19782530Bristol-Myers Squibb Co.BMY/Default.aspx?mode=anote&action=redirect&id=78253022025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADUALQBBADQAOABBAEEAMABFAEQALQA1AEEAOQBBAC0ANABBADIAOAAtADgAMwA5ADQALQA5ADkAMQBCAEEANwAyADgANwBCADcANgAuAHAAZABmAA==0HOLD on weak near-term outlook20782529Cava Group IncCAVA/Default.aspx?mode=anote&action=redirect&id=78252912025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADIALQBEAEEARQBCAEQANAA5AEEALQAwAEUANABDAC0ANAA1AEQAOAAtAEIAMgA2AEMALQBCAEQAOQA3AEUAOABGADIANQA3ADcARQAuAHAAZABmAA==0Recent weakness provides buying opportunity21782528Blackrock Inc.BLK/Default.aspx?mode=anote&action=redirect&id=78252812025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADQALQBGAEQAOQAxADIARQAzADQALQA2AEUANgAzAC0ANAA1ADIAMAAtAEIARAA0ADcALQBEADcARgBDAEMANAAwADUAMQA3ADAAMAAuAHAAZABmAA==0Lowering target as recent market turmoil reduces our AUM forecasts22782527Bank of New York Mellon CorpBK/Default.aspx?mode=anote&action=redirect&id=78252712025-04-15T07:04:57.210aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADQALwAwADMALQBGADUAQwBEADUARQAwAEUALQAzAEIAQQBCAC0ANABBAEUANQAtAEIAQwBCAEMALQBDAEIAQgA0ADAAOQAzADgARQAzADcAQwAuAHAAZABmAA==0Positive operating leverage story continues23782520Wells Fargo & Co.WFC/Default.aspx?mode=anote&action=redirect&id=78252012025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADYALQBGAEYARgA0ADQARAAxADUALQA2ADgANwA4AC0ANABFADgANQAtAEIAQwAwADgALQBEAEYAMQBCADAAQgBBADMANQAwADkANAAuAHAAZABmAA==0Progress on consent orders in 1Q24782519Perrigo Company PLCPRGO/Default.aspx?mode=anote&action=redirect&id=78251922025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADkALQA4AEUAOQBBAEEANQBCAEMALQAxADQAQQBDAC0ANAA1ADgARgAtADkARgBFADcALQAxAEMAMQAxADQAOQBEADUANABEADQAQwAuAHAAZABmAA==0Looking for a better entry point25782518Owens CorningOC/Default.aspx?mode=anote&action=redirect&id=78251812025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADcALQA3ADMAMABFADcAMABBADIALQAyADQARgA1AC0ANABGAEIAMwAtADkANgBCADIALQA0ADkANgA0ADMANwA0AEMANwA2ADkANAAuAHAAZABmAA==0Poised for growth26782517CarMax IncKMX/Default.aspx?mode=anote&action=redirect&id=78251722025-04-14T12:44:30.240aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA4ADgALQA3ADMAOABGADQAMQA1AEEALQA2ADYAOQA0AC0ANABGADMAQgAtAEIAQwBDAEIALQBCAEQAOQBFAEYARgAwAEUAMQAzADYANwAuAHAAZABmAA==0Waiting for a more favorable entry point27782500Entergy Corp.ETR/Default.aspx?mode=anote&action=redirect&id=78250012025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADIALQA5ADAAMQA5AEQAMwA2ADMALQA2ADAANgAwAC0ANAAzAEIAQwAtADgAMQA3ADIALQAwADYAQwAzAEYAMwBBAEMAOAAzADgAOAAuAHAAZABmAA==0Strong industrial growth following 2-for-1 stock split28782499Morgan StanleyMS/Default.aspx?mode=anote&action=redirect&id=78249912025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADUALQA0ADgAQgBDADcARABGAEEALQA3AEQANQAwAC0ANAAxADUAMAAtAEIANQA2ADEALQBBADAANAA1ADQAMAA2ADcANwBFAEQARgAuAHAAZABmAA==0Lowering target as tariff/trade policy adds to earnings uncertainty29782498Hasbro, Inc.HAS/Default.aspx?mode=anote&action=redirect&id=78249812025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADQALQA0ADgAMQA5AEMAMQA3ADUALQBCADYANgAzAC0ANABDAEMAOQAtAEEAMQA0ADYALQA3ADgAQwAwADcAQQA4AEYAMgAwADYARAAuAHAAZABmAA==0Recent weakness provides buying opportunity30782497Ulta Beauty IncULTA/Default.aspx?mode=anote&action=redirect&id=78249722025-04-14T07:04:06.930aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA3ADMALQBGADMAQwA4AEEAMgA0AEEALQBGADcANAA0AC0ANAAwAEEAQQAtADgAQgBGAEIALQBDADQARgBBADgANwAyADcAQgBGADAAMQAuAHAAZABmAA==-1Downgrading to HOLD31782490JPMorgan Chase & Co.JPM/Default.aspx?mode=anote&action=redirect&id=78249012025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA2ADEALQA1ADYAMwBBAEIAOQA5AEMALQAxADUANwAzAC0ANAAyADUARQAtAEIARAAyADkALQA4AEIANAA1ADQAMAAwADAANQAyADMAMwAuAHAAZABmAA==0Surging trading revenues help with 1Q EPS beat32782489General Mills, Inc.GIS/Default.aspx?mode=anote&action=redirect&id=78248922025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA2ADAALQBFADUANQA0ADUANgAxAEQALQBCADYAQQBBAC0ANAA5ADEANQAtADkAMQBCAEQALQBGADQAMQBDAEQARABGADcARgBBAEQAMwAuAHAAZABmAA==0Looking for more favorable entry point33782488Old Dominion Freight Line, IncODFL/Default.aspx?mode=anote&action=redirect&id=78248822025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA1ADgALQBBAEEAQgAwAEIARAAyAEEALQA3ADcAMAA1AC0ANAAwAEIARQAtADkANwBFADYALQA2ADEAQQBCAEIANQBGAEMAMQA5ADIAQgAuAHAAZABmAA==0Industry challenges continue34782487Constellation Brands IncSTZ/Default.aspx?mode=anote&action=redirect&id=78248722025-04-11T13:07:11.613aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA1ADkALQBGAEYAQgBDAEMAMAA4AEIALQA2ADkARQBFAC0ANAA4ADAARQAtAEEARABEAEMALQA5ADUAOAA2AEEAMAA3ADcAQwBDAEYANAAuAHAAZABmAA==0Strong earnings, weak guidance35782473KB HomeKBH/Default.aspx?mode=anote&action=redirect&id=78247322025-04-11T06:35:55.453aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA0ADUALQBEAEUAMwBCADEANgAzADIALQBGAEUANAA3AC0ANABEAEEANwAtADgAQQA1AEUALQBFAEIANgA2AEMAMAA1ADkANQAzAEMAQQAuAHAAZABmAA==0Reducing FY25 and FY26 estimates36782472OGE Energy Corp.OGE/Default.aspx?mode=anote&action=redirect&id=78247212025-04-11T06:35:55.453aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA0ADQALQA1ADkAMQBDADUAOQA3ADIALQBFADQANgBBAC0ANAAyAEEAOAAtADkAMwBBADQALQA2ADEARgA2AEQAOQA3ADQAOAA4ADYANAAuAHAAZABmAA==1Upgrading to BUY37782468Pinnacle West Capital Corp.PNW/Default.aspx?mode=anote&action=redirect&id=78246812025-04-10T13:42:16.167aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAzADkALQBEADUANABFAEUARQAyADAALQBCADQARABEAC0ANAA5ADcAMAAtAEEAQQAwADEALQBCAEYAMQA1ADkARABBAEYARAA5AEUAOQAuAHAAZABmAA==0Growth potential from semiconductor industry38782467Hormel Foods Corp.HRL/Default.aspx?mode=anote&action=redirect&id=78246722025-04-10T13:42:16.167aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwA0ADAALQAzADgAQQA2ADIARAA4ADEALQAxAEIANQBDAC0ANAA1ADYANwAtADkAOQBGADEALQAxAEEAMwBFAEIARABEAEEAQQBFADYANgAuAHAAZABmAA==0Looking for a more favorable entry point39782466Delta Air Lines, Inc.DAL/Default.aspx?mode=anote&action=redirect&id=78246612025-04-10T13:42:16.167aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAzADgALQA2AEEARgA4ADUAOQA0ADAALQBGADcANgA4AC0ANAAzADEARQAtADkAMAAxADQALQA0AEIAMAA4ADUARQAxAEUAMQBCAEQAMAAuAHAAZABmAA==0Shares rise on strong quarter and 90-day tariff pause40782465Meta Platforms IncMETA/Default.aspx?mode=anote&action=redirect&id=78246512025-04-10T13:42:16.167aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAzADcALQA1ADUANgA2ADIAOAAwADYALQA4ADIAOQAwAC0ANAAzADIANQAtADgAOAAzADYALQBEAEYANQBCAEMANgBDADgAOQAyADEANQAuAHAAZABmAA==0Lowering target price to $72541782447Unitedhealth Group IncUNH/Default.aspx?mode=anote&action=redirect&id=78244712025-04-10T07:09:40.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAyADMALQAyADAAMAAyADkANABFADkALQAzADkAMQBFAC0ANABDAEUAMwAtADgARAAzADYALQA3AEUAQwA5ADcAQQBDADMAMQA0ADYAQQAuAHAAZABmAA==0Raising target following positive regulatory news42782446Johnson Controls Intl plJCI/Default.aspx?mode=anote&action=redirect&id=78244612025-04-10T07:09:40.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAyADQALQA1ADYAQQA4ADUAQwA5AEYALQAxAEIAMwBBAC0ANABFADYAQQAtADkARgA5AEUALQAyADEARQAzADUAMQA5AEEANABCADgAQgAuAHAAZABmAA==0Strong growth opportunities43782445Applied Materials Inc.AMAT/Default.aspx?mode=anote&action=redirect&id=78244512025-04-10T07:09:40.033aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA2ADMALwAyADUALQAyADUARQBEAEUAMwBBAEUALQBGAEQARQBBAC0ANABEAEUAMgAtAEIARgBGAEIALQBEAEUAQQA4AEUANgBFADYAMABGADYARgAuAHAAZABmAA==0Raises dividend and announces share buybacks44780330Alliant Energy Corp.LNT/Default.aspx?mode=anote&action=redirect&id=78033012025-04-09T12:26:47.643aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADIALwAxADAALQBGADAAQQAyADcAQwBEADgALQAxADYANQBDAC0ANAA4ADUANAAtADkANAAyADEALQAwAEQARgA2ADYAOQA0ADgAOABEADEANgAuAHAAZABmAA==0Consistent EPS and dividend growth45780314Illinois Tool Works, Inc.ITW/Default.aspx?mode=anote&action=redirect&id=78031412025-04-09T06:58:44.407aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADIALwAwADUALQBGAEYAMgA3ADcAMgAzADIALQBCAEIARgBGAC0ANAA1ADkARgAtAEEANgA1ADUALQA1ADQAMAA3ADQAQgAzAEIARQA2AEUARgAuAHAAZABmAA==0Expanding margins46780310Southwest Gas Holdings IncSWX/Default.aspx?mode=anote&action=redirect&id=78031012025-04-08T12:37:22.370aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA5ADYALQBEADkAMwBGAEEAOQBFAEEALQA5AEUARAAxAC0ANABCADYARgAtADgAOABDAEUALQAyADgANwBCAEIAMgBEADYAMgAxADUAQwAuAHAAZABmAA==0SWX continues to divest from struggling infrastructure business47780285Linde Plc.LIN/Default.aspx?mode=anote&action=redirect&id=78028512025-04-08T07:00:06.177aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA4ADcALQA1ADcARAAxADAANABEAEQALQA1AEIANABGAC0ANABFAEUAQwAtADkARABGAEUALQAzADIAMgAzADYANgA0ADIAMgA2ADgAMQAuAHAAZABmAA==0Recent weakness offers a buying opportunity48780279Super Micro Computer IncSMCI/Default.aspx?mode=anote&action=redirect&id=78027922025-04-07T13:38:29.473aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA3ADkALQAxADcAQwBFADUARABEADcALQBGADIARAAyAC0ANABFADQAMgAtAEIAMgA4ADcALQBEADcAMAAyAEIAMwBCADcARgA2ADYAMQAuAHAAZABmAA==0Now in compliance with Nasdaq49780258Novartis AGNVS/Default.aspx?mode=anote&action=redirect&id=78025822025-04-07T07:08:19.263aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA2ADgALQBFADgAOABEAEQARgBFAEQALQAwAEUAOAA2AC0ANAA0ADcAQQAtAEEANAAxADgALQBCADYANgA4AEEANwA4AEUANwA3ADcANAAuAHAAZABmAA==0Entresto set to lose exclusivity in mid-202550780254Solventum CorpSOLV/Default.aspx?mode=anote&action=redirect&id=78025422025-04-04T12:47:46.403aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA2ADAALQBCAEQANABBADkAMQAwADcALQA3ADAAQwBFAC0ANAA0ADIAOQAtADkAOAA1AEUALQA4AEYAQwA4ADEARgBCADkANwBCADcAQQAuAHAAZABmAA==0Work-in-progress turnaround story51780241Firstenergy Corp.FE/Default.aspx?mode=anote&action=redirect&id=78024112025-04-04T06:47:20.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA1ADEALQBGAEYAMQBBAEIANgBCADEALQBEAEEAMgAzAC0ANAAwADcAMwAtAEIANgBEADcALQAxAEYAMQAwADkAQgAwADQAOAA2ADkAQQAuAHAAZABmAA==0FE has converted to reporting core earnings versus operating earnings in 202552780240Centerpoint Energy Inc.CNP/Default.aspx?mode=anote&action=redirect&id=78024022025-04-04T06:47:20.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA1ADAALQAxAEQAMgAyAEMARQBGAEIALQAzAEIAMwBDAC0ANABFADQAOQAtAEIANwA1ADEALQAxADEANQBEADUARQBDADgARQAxADgARAAuAHAAZABmAA==0Stock appears fairly valued53780239BJ`s Wholesale Club Hldgs InBJ/Default.aspx?mode=anote&action=redirect&id=78023922025-04-04T06:47:20.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA1ADQALQAxADQAQgBEADMARgBDAEQALQAzADAAMwAwAC0ANAA3AEQAOQAtAEEAMwBFAEIALQBCAEMANABCADcAMgBFADQANQA5ADQAQgAuAHAAZABmAA==0Initiating FY27 EPS estimate for 9% growth54780238Air Products & Chemicals Inc.APD/Default.aspx?mode=anote&action=redirect&id=78023822025-04-04T06:47:20.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA1ADIALQAwAEUANAA2ADcAQwBFADAALQAzAEUANgBEAC0ANAA5ADcANAAtAEIARgA4ADQALQA2AEUAMAA2ADYAQwA4ADcAQgBGADkAOQAuAHAAZABmAA==0Looking for more favorable entry55780237Biogen IncBIIB/Default.aspx?mode=anote&action=redirect&id=78023722025-04-04T06:47:20.093aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA1ADMALQBCADIANAA2ADYANABDAEEALQAwAEMAQgA0AC0ANABFAEEARAAtADgAMwBEADMALQBDAEUAOQBFAEUANQA5AEEARgBCAEMANQAuAHAAZABmAA==-1Lowering to HOLD as EPS is expected to decline in 202556780232Pilgrim`s Pride Corp.PPC/Default.aspx?mode=anote&action=redirect&id=78023212025-04-03T12:39:28.080aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwAzADUALQBFADAARAA3AEUAQgBFADUALQBGADgANwAyAC0ANABDAEEAMQAtADkAMABEAEEALQA3AEUARgA5AEMANgBGADkAQgAzAEIAQQAuAHAAZABmAA==0Raising earnings estimates57780231Canadian National Railway Co.CNI/Default.aspx?mode=anote&action=redirect&id=78023122025-04-03T12:39:28.080aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwAzADYALQAwAEIARQBDADgANwA2ADgALQBFAEEAOQA1AC0ANAA3ADEAOQAtADgAQwA2ADMALQAyAEMANQBDADAAQwA5ADcANwA3ADEANAAuAHAAZABmAA==0Near-term challenges remain58780218Yum Brands Inc.YUM/Default.aspx?mode=anote&action=redirect&id=78021812025-04-03T07:04:44.017aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwA3ADYALQA0ADMARABEADQARABCADMALQBEADQAOQA1AC0ANAA3ADUAQwAtADkAOAAyAEYALQA5ADgAMwBCADUAQQA3ADYANwA1ADcAOAAuAHAAZABmAA==0Raising target price to $18559780217Paychex Inc.PAYX/Default.aspx?mode=anote&action=redirect&id=78021712025-04-03T07:04:44.017aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwA0ADEALwAyADkALQBCADUAMQBFADgAOAA5AEQALQBEAEQAOAAwAC0ANAA3ADAARAAtADgAQgA3ADIALQA4ADIAQgA0ADcAQwBFADIAMAAzADYANwAuAHAAZABmAA==0Raising target price60778102Alphabet IncGOOGL/Default.aspx?mode=anote&action=redirect&id=77810212025-04-02T12:54:00.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAyADAALwAxADcALQAyAEUANABBADMAQgA2AEUALQA2AEQANAAzAC0ANAA0AEUARQAtAEIANQBCADIALQA5ADkAQgA4ADMARQAxADMAOAAzADcAMAAuAHAAZABmAA==0Rolls dice with Wiz acquisition61778101Royal Bank of CanadaRY/Default.aspx?mode=anote&action=redirect&id=77810112025-04-02T12:54:00.990aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAyADAALwAxADgALQBCADQARgA1AEQARABFADMALQAxADcANQAzAC0ANAAxADEAMwAtAEIARgA5ADMALQA3AEQARgAxADYAOQBEAEQAQgA4ADkAQQAuAHAAZABmAA==0Investor day recap62778085Consolidated Edison, Inc.ED/Default.aspx?mode=anote&action=redirect&id=77808512025-04-02T07:08:09.780aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAyADAALwAwADkALQA1ADEANAAyAEQARgBBAEEALQAyADgARQA5AC0ANAA5ADEAQQAtADkAQQA2AEQALQBFADUANAA2ADcANAA2ADIAMQA3AEQANQAuAHAAZABmAA==0Steady growth and momentum63778084Darden Restaurants, Inc.DRI/Default.aspx?mode=anote&action=redirect&id=77808412025-04-02T07:08:09.780aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAyADAALwAwADgALQAxADYAQQAyADgARQBDAEIALQBDADMAMwA5AC0ANAAzADYAMAAtADgAMgA1ADEALQA0ADIARQAwAEIANwBGAEEAMgBFAEIANgAuAHAAZABmAA==0Raising earnings estimates and price target64778083Johnson & JohnsonJNJ/Default.aspx?mode=anote&action=redirect&id=77808312025-04-02T07:08:09.780aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAyADAALwAxADAALQA1ADYANwBGADAARgBEAEIALQBBADkAQQA0AC0ANABCAEEAMQAtADgAOQBGADQALQAxADkANgA5AEIAQQAwADIANwAwADgARQAuAHAAZABmAA==0Recent weakness provides buying opportunity65778079Public Serv Enterprise Grp IncPEG/Default.aspx?mode=anote&action=redirect&id=77807912025-04-01T12:57:51.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA5ADgALQA4AEUAQwA3AEUARQBEADgALQBBADAANwA5AC0ANABFADMAQQAtADgANwBCADUALQBFAEEANgA4AEYAMQA5AEMAMgAxADcAMAAuAHAAZABmAA==0Management guiding for 9% earnings growth66778078Bath & Body Works IncBBWI/Default.aspx?mode=anote&action=redirect&id=77807822025-04-01T12:57:51.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA5ADcALQBCAEEARgBGADgAOQAyAEIALQAzADUAQgBEAC0ANABFADUARQAtADgANwBGAEMALQA3AEYAQgBDAEYARgBFADkAMAAxADkANQAuAHAAZABmAA==0Looking for more favorable entry point67778064Lululemon Athletica inc.LULU/Default.aspx?mode=anote&action=redirect&id=77806422025-04-01T07:12:06.273aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA5ADAALQA0AEUANAA0ADEARQBGAEEALQAyADQAMwA2AC0ANAA0ADcANAAtADkANAAxAEIALQBDAEUAOQBFADkAQQA2AEYARgA4ADEARgAuAHAAZABmAA==-1Downgrading to HOLD68778058Kohl`s Corp.KSS/Default.aspx?mode=anote&action=redirect&id=77805822025-03-31T12:38:28.300aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA4ADAALQA4AEIANQA1AEQARABCAEQALQBEADQANwBGAC0ANAAxADYAQgAtAEIAMgBCADMALQAxADcANAA0ADYAMQBBADAAQgA0AEMAOQAuAHAAZABmAA==0Dropping from coverage69778038Illumina IncILMN/Default.aspx?mode=anote&action=redirect&id=77803812025-03-31T07:35:13.127aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA2ADYALQAxAEUARAA2AEMAMQAyAEYALQA3ADcAMwAxAC0ANAA4AEEANAAtADgARQAyADMALQAxAEMAQgBEAEEANgA4ADgARAAwADIAQgAuAHAAZABmAA==0Discounted price offers buying opportunity70778037BHP Group LimitedBHP/Default.aspx?mode=anote&action=redirect&id=77803712025-03-31T07:35:13.127aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA2ADkALQA0ADkANwBEAEYARgAzAEUALQA0AEEAMABCAC0ANABDADgAMQAtADkAMwAyAEUALQA5ADgAOABEAEUARAA2AEYANwBGAEMAOAAuAHAAZABmAA==0Value opportunity71778036Emerson Electric Co.EMR/Default.aspx?mode=anote&action=redirect&id=77803612025-03-31T07:35:13.127aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA3ADAALQA3ADAARgAxAEMARgA3ADMALQBEADgANgBEAC0ANAA1ADgAQQAtAEIAOQA0ADYALQBFADcAQgA4ADMAOAA3ADUAMwBFADMANwAuAHAAZABmAA==0Relative weakness offers a buying opportunity72778035Integra Lifesciences Hldgs CorIART/Default.aspx?mode=anote&action=redirect&id=77803512025-03-31T07:35:13.127aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA3ADUALQA0ADkAMgAzAEEAMwBEADEALQA2ADkANwBGAC0ANABEADkAOQAtADgAQgBFADUALQA0ADAAMABFADYAMgA0AEEARQAyAEMAOAAuAHAAZABmAA==1Upgrading to BUY with $28 target73778034Corteva IncCTVA/Default.aspx?mode=anote&action=redirect&id=77803412025-03-31T07:35:13.127aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA2ADgALQA0ADkAOAAzADkAMQAxAEIALQAwADUANwAzAC0ANABCADAAMAAtADkARgBCADQALQAzAEQAMAA4ADUARQBBAEEANQBCADgAQwAuAHAAZABmAA==1Raising rating to BUY74778030PG&E Corp.PCG/Default.aspx?mode=anote&action=redirect&id=77803022025-03-28T12:54:13.910aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA1ADMALQA1AEYAMwBFAEYANwBEADAALQA5ADcAQwA4AC0ANABCADQAMQAtADgANgBBADcALQA0AEQARgBGADYARQAyADQAOQAzAEIARAAuAHAAZABmAA==0Total return potential lagging peers75778029Nisource Inc. (Holding Co.)NI/Default.aspx?mode=anote&action=redirect&id=77802912025-03-28T12:54:13.910aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA1ADIALQA4ADUARAAzADEANgA4AEIALQA1AEQAMwBCAC0ANAA5AEYAQQAtAEIANABCAEUALQBGADgANQA5ADkANAA2ADMAMgA5AEIAQQAuAHAAZABmAA==0Management's capital plan projects 8%-10% rate base growth through 202976778028Lennar Corp.LEN/Default.aspx?mode=anote&action=redirect&id=77802812025-03-28T12:54:13.910aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwA1ADQALQAzAEQANABBAEEARQA2ADAALQA2AEYAQgBEAC0ANAA4AEUAMwAtADgANgAzADMALQAwADAAOQA4ADQANQA2ADcANABCAEIANwAuAHAAZABmAA==0Reducing target to $160 from $17077778014Rio Tinto PLCRIO/Default.aspx?mode=anote&action=redirect&id=77801412025-03-28T07:01:48.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAzADYALQA4ADcAMQA2ADkANAA2ADEALQA5AEIAOQA3AC0ANABEAEQANQAtAEEAQgBDADAALQA3AEYAOABCAEEANQBFAEQANABFAEEAQgAuAHAAZABmAA==0Value opportunity78778013AT&T, Inc.T/Default.aspx?mode=anote&action=redirect&id=77801312025-03-28T07:01:48.430aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAzADcALQAzADgAMAA4ADcAQgA1ADEALQA4AEIANgA1AC0ANAAzAEUANwAtADgAMAA0AEEALQA5AEEAOAA1ADYAMwA4AEUANAA0ADEARgAuAHAAZABmAA==0Raising target price to $3379778009Anheuser-Busch In Bev SA/NVBUD/Default.aspx?mode=anote&action=redirect&id=77800912025-03-27T13:10:24.413aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAzADAALQBDAEEARQBCADQAMQAzADMALQA1AEQAQgAzAC0ANAA4ADUARQAtADkAQgBFADQALQBBADgANQBDADUARQA1ADEARAAyADQANwAuAHAAZABmAA==1Upgrading to BUY80777995Teladoc Health IncTDOC/Default.aspx?mode=anote&action=redirect&id=77799522025-03-27T06:59:59.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAyADAALQA3AEIANgAwADYAQwA5AEYALQA1ADYAMgBFAC0ANAA2AEQAOAAtAEEAMgA4ADUALQBCADYAMwBEAEMAQQA3AEYAQgBDADUANQAuAHAAZABmAA==0Rising costs and slowing growth in behavioral health business81777994Cheesecake Factory Inc.CAKE/Default.aspx?mode=anote&action=redirect&id=77799412025-03-27T06:59:59.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAxADkALQBFADcARgAzADQANgA4ADIALQA2AEIAOQA4AC0ANABBADAAQQAtAEEAMgA1AEIALQBFADgARQBCADcAQwA1AEUAQgAxADcAMAAuAHAAZABmAA==0Raising target price82777993Amazon.com Inc.AMZN/Default.aspx?mode=anote&action=redirect&id=77799312025-03-27T06:59:59.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAxADgALQA5AEYANwBBADQAMAA2AEQALQA4ADIARABFAC0ANABBAEEAQgAtADkAQwBEADcALQBEAEQAOAA4ADEANgAxAEUAMgBFADYAMAAuAHAAZABmAA==0Gaining momentum in AI83777992McCormick & Co., Inc.MKC/Default.aspx?mode=anote&action=redirect&id=77799222025-03-27T06:59:59.103aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADYALwAxADkALwAyADEALQBFADIAOAA2AEYANgA1ADMALQAxAEMAMgA2AC0ANABEADAAMAAtAEIARQA0AEQALQAzADQAMwA0ADMAQgAyADQAMwBEADEAOAAuAHAAZABmAA==-1Downgrading to HOLD on prospects for modest earnings growth84775879CMS Energy CorporationCMS/Default.aspx?mode=anote&action=redirect&id=77587912025-03-26T12:33:37.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADgALwAxADAALQBDAEUAQwA1AEYAQgA0AEMALQA5ADcANwBBAC0ANAA0AEUAMAAtADgARgA1AEIALQA5ADIAMwAyAEQAQQAxADkANwA0AEYAMgAuAHAAZABmAA==0Management guiding for solid growth potential85775878Archer Daniels Midland Co.ADM/Default.aspx?mode=anote&action=redirect&id=77587822025-03-26T12:33:37.970aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADgALwAwADgALQA3ADIANwAyAEUAOAAyADIALQA0AEIANQBFAC0ANAA4ADQAMQAtADgARgAzADAALQA0ADcARgA2ADEAOABCADkARgBCADMAOQAuAHAAZABmAA==0Looking for more favorable entry point86775860Exelon Corp.EXC/Default.aspx?mode=anote&action=redirect&id=77586012025-03-26T07:03:48.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA5ADQALQBEAEEAQQA0AEYAOAA5ADUALQAyAEMARgBDAC0ANABFAEIARQAtAEIANAAyADYALQA4AEIANgAwAEIAOAAyAEIARABGAEYAMwAuAHAAZABmAA==0Solid rate base growth projected by 202887775859Berkshire Hathaway Inc.BRK/B/Default.aspx?mode=anote&action=redirect&id=77585912025-03-26T07:03:48.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA5ADUALQBGAEQARAA2AEYANwBCADMALQBBAEMAMwBBAC0ANAAyADMAMAAtADgAQQBFADgALQAzADMAOQBBAEUAQQBEAEEAOAA1ADQAQQAuAHAAZABmAA==0Cash hoard of $334 billion88775858Canadian Pac Kansas City LtdCP/Default.aspx?mode=anote&action=redirect&id=77585812025-03-26T07:03:48.520aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA5ADYALQAyADYARgAzADYANQBFADUALQBCAEYANQBEAC0ANABCADUARAAtAEIAMgA5ADIALQAwADEARABDADkAOAAzADMAMAA2ADAANwAuAHAAZABmAA==0Raising target price89775854Jabil IncJBL/Default.aspx?mode=anote&action=redirect&id=77585422025-03-25T12:25:48.840aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA4ADQALQBGADcAQgBFAEQAMwBDADYALQA2ADcARgBGAC0ANAA5ADEANgAtAEIARgBCAEUALQBFADYAMgAzAEEARgBCADUAMgA0ADQARgAuAHAAZABmAA==0Negative topline comparisons continue; reiterating HOLD90775838Dominion Energy IncD/Default.aspx?mode=anote&action=redirect&id=77583822025-03-25T06:59:38.387aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA3ADEALQBCADQANAA0ADgAOQBEADAALQBDADYANwA4AC0ANABEAEYAOAAtADgAOAAxADkALQBGADUAMQAxADIARgAwADAAOAA5AEEANQAuAHAAZABmAA==0Growth uncertain in 2025 following asset sales91775837Rocket Companies IncRKT/Default.aspx?mode=anote&action=redirect&id=77583722025-03-25T06:59:38.387aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA3ADIALQBFADUANAAzADUANQBCADQALQBEADgAMgA4AC0ANAA4ADQAOQAtADgANAAzAEYALQA3ADYANQAyADEAMAAyADMANgAwAEQAQgAuAHAAZABmAA==0Mortgage rates remain elevated92775836Humana Inc.HUM/Default.aspx?mode=anote&action=redirect&id=77583622025-03-25T06:59:38.387aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA3ADAALQA4ADEAMgAwADYARQAxADUALQA1ADMAMQA1AC0ANABFADQAMAAtAEEAMwA1ADQALQBFADYANQA0ADEAMwBFADMAMgAwAEQAMwAuAHAAZABmAA==0Rising medical costs pressure EPS growth93775829Paramount GlobalPARA/Default.aspx?mode=anote&action=redirect&id=77582932025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA2ADAALQA4ADIANgBEAEEANQAzAEQALQAzAEEAMQBDAC0ANAA5ADcARAAtADgANgAyADkALQBCAEUARQBDAEEAOQA4AEUAMAA5AEEAOQAuAHAAZABmAA==0Awaits acquisition94775828United States Steel Corp.X/Default.aspx?mode=anote&action=redirect&id=77582822025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA1ADgALQBGADAANgAwAEUAMgA1ADUALQAzADgANwA2AC0ANABEADMAOQAtADkAMQBBAEYALQAyAEYAMgA1ADQAQQA4ADIAMAA3AEEAMQAuAHAAZABmAA==0Takeover target95775827Carnival Corp.CCL/Default.aspx?mode=anote&action=redirect&id=77582712025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA2ADEALQA2ADkAMgBDADQANABCADEALQBBAEEAOQA5AC0ANAA3ADMARQAtAEEAOABGADkALQA4AEEAMgAwADMARgBGADYANgAzADQARAAuAHAAZABmAA==0Strong quarter and advance bookings96775826Beyond Meat IncBYND/Default.aspx?mode=anote&action=redirect&id=77582622025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA4ADYALQA4ADgANQAwADgARABBAEUALQA5AEQAOAAzAC0ANAAxADgANgAtAEEANgAyADUALQA3ADQANgAyAEUAQgAxADUAMABDADQARQAuAHAAZABmAA==0Looking for more favorable entry point97775825Rockwell Automation IncROK/Default.aspx?mode=anote&action=redirect&id=77582512025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA1ADcALQBBADcANgA4AEUAMwA2AEYALQA2AEYANgBBAC0ANAA0AEQAMAAtAEEAMgA1AEMALQAyADEARAAyADUAMwBBADkAQwBGADUAMQAuAHAAZABmAA==0Recent weakness offers buying opportunity98775824Micron Technology Inc.MU/Default.aspx?mode=anote&action=redirect&id=77582412025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA2ADMALQBFAEUANAA0ADIAMwAzAEUALQBGADQAOABGAC0ANABCADQANQAtAEEAMAA0ADIALQBGAEYAOQBDADAARABDADMANABBADAARgAuAHAAZABmAA==0Solid revenue growth, margin concerns99775823British American TobaccoBTI/Default.aspx?mode=anote&action=redirect&id=77582322025-03-24T13:30:31.460aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADEALwAwADUALwA5ADcALwA2ADIALQBGADYANgA1AEIANgA2ADAALQA4AEQARAAwAC0ANAAxADgARgAtAEIAMgA1ADEALQAxAEUARQBEADcAQQBGADIANwA2ADQANAAuAHAAZABmAA==0Global tobacco volume looks to decline 2% in 2025100

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Global Stocks Offer Value

As worldwide markets are challenged by trade wars, higher interest rates, conflict in the Middle East, and the battle between Russia and Ukraine, one thing has not changed. U.S. stocks are more expensive than global stocks. And with the run-up in stock prices in 2023 and 2024, U.S. stocks became even more expensive. Consider P/E ratios. The trailing P/E ratio on the S&P 500 is 22.5, above the global average of 15 and well above the 10-14 average P/Es for emerging market stocks in China and Latin America. A review of yields tells a similar story. The current dividend yield for the S&P 500 is 1.3%, versus the global average of 2.8%, and European, Australian and Latin American yields of 3%-6%. Taking a step back, investors generally are willing to pay a higher price for North American securities because of the transparency of the U.S. financial system as well as the liquidity of U.S. markets. What's more, global returns can be volatile across individual countries, given currency, security, political, and geopolitical risks. Indeed, U.S. stocks (ETF SPY) have outperformed EAFE shares (ETF EFA) over the past year as well as over the past five years. The tide is turning a bit in 2025, as global investors respond to the erratic economic declarations from the Trump administration. Year to date, global stocks are up 2% while U.S. stocks are down 10%. Given expectations for trade-related volatility in the months ahead, we think diversified investors should have 20%-25% of their equity allocations in international stocks to take advantage of the value, and we have been adding global stocks to our Universe of Coverage. A review of yields tells a similar story. The current dividend yield for the S&P 500 is 1.3%, versus the global average of 2.8%, and European, Australian and Latin American yields of 3%-6%. Taking a step back, investors generally are willing to pay a higher price for North American securities because of the transparency of the U.S. financial system as well as the liquidity of U.S. markets. What's more, global returns can be volatile across individual countries, given currency, security, political, and geopolitical risks. Indeed, U.S. stocks (ETF SPY) have outperformed EAFE shares (ETF EFA) over the past year as well as over the past five years. The tide is turning a bit in 2025, as global investors respond to the erratic economic declarations from the Trump administration. Year to date, global stocks are up 2% while U.S. stocks are down 10%. Given expectations for trade-related volatility in the months ahead, we think diversified investors should have 20%-25% of their equity allocations in international stocks to take advantage of the value, and we have been adding global stocks to our Universe of Coverage.

Argus Fundamental
Universe Of Coverage

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.

01/29/2025

Industrial

$130.46

ABT - ABBOTT LABORATORIES

01/28/2025

Healthcare

$129.70

ABBV - ABBVIE INC

02/03/2025

Healthcare

$171.68

ANF - ABERCROMBIE & FITCH CO.

01/22/2025

Consumer Discretionary

$69.37

ACN - ACCENTURE PLC

03/24/2025

Information Technology

$285.24

ADBE - ADOBE INC

03/24/2025

Information Technology

$344.19

ADTN - ADTRAN HOLDINGS INC

02/28/2025

Information Technology

$7.45

AAP - ADVANCE AUTO PARTS INC

02/27/2025

Consumer Discretionary

$30.88

AMD - ADVANCED MICRO DEVICES INC.

02/06/2025

Information Technology

$88.29

ACM - AECOM

02/04/2025

Industrial

$93.23

Analyst
Quick Notes

Weekly Stock List: Tax-Loss Candidates

John Eade

4/14/2025

View

Weekly Stock List: Global Dividend Investing

John Eade

4/7/2025

View

Weekly Stock List: Ranking the Magnificent 7

Jim Kelleher, CFA

3/31/2025

View

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

David Toung

3/24/2025

View

Weekly Stock List: Focus List Changes

Christine Dooley

3/17/2025

View

more...

News & Media

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Webinar Announcement - Communication Services Disruptors. 05/07/2025

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Webinar Announcement - Investment Themes for 2025 . 04/02/2025

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Webinar Announcement - Forecast for the Consumer Sector. 03/05/2025

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Webinar Announcement - Values in Healthcare. 02/05/2025

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Argus Annual Performance Review 01/31/2025

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Argus Updates Sponsored Research Coverage 01/31/2025
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PDF icon Argus Research Releases 4Q 2024 Performance Data

Argus in the News 01/27/2025
Reuters Argus’ Stephen Biggar on American Express earnings Schwab Network

Argus in the News 01/22/2025
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Argus in the News 01/16/2025
Reuters Argus’ Stephen Biggar on bank earnings Reuters

Argus Initiates Sponsored Research Coverage 01/15/2025
Argus Sponsored Research Reports Ambow Education Holding Ltd. (NYSEAM: AMBO)

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Webinar Announcement - Argus Research Analysts Top Picks for 2025 - Wednesday 1/8/2025, 11am ET

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Webinar - Consumer Discretionary: Retail and Housing Outlook. 9/04/2024

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 9/04/2024
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Argus Updates Sponsored Research Coverage 8/23/2024
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Webinar - Utilities: Opportunities in a Declining-Rate Environment. 8/07/2024

PDF icon Webinar Slides

Argus Updates Sponsored Research Coverage 8/6/2024
Argus Sponsored Research Reports Travelzoo (NasdaqGS: TZOO)

Argus in the News 8/6/2024
Money Talk Argus’ Joe Bonner on PLTR EPS SchwabNetwork.com

New Portfolio Update

The Argus Mid-Cap Model Portfolio

Despite bursts of outperformance, small- and mid-cap stocks (SMID) have underperformed large-caps year to date

Despite bursts of outperformance, small- and mid-cap stocks (SMID) have underperformed large-caps year to date -- as they have over the past five years. But they may be in a better position to generate market-beating returns going forward. For one thing, SMID companies tend to focus on domestic markets, so their businesses could be less disrupted by the trade and tariff debate, or fallout from unrest in the Middle East, the Russian invasion of Ukraine, issues in China, or other geopolitical developments. As well, the prices of SMID stocks generally are lower than the prices of large-caps. Finally, there are long stretches in the record books when SMID stocks have outperformed large-caps. SMID stocks can be risky, but despite those risks, diversified investors look to have exposure to small- and mid-caps based on the long-term performance record. We estimate that 20% of the U.S. stock market’s capitalization is comprised of SMID stocks.

Market View

NFLX Reports After the Bell

Stocks are mixed at midday with the Dow down more than 1%. Earnings news is driving individual stocks. Federal Reserve Chairman Jerome Powell said yesterday that the economy could see higher inflation and slowing growth due to the tariffs. President Trump responded on social media saying that Powell was wrong and the Fed should have lowered rates by now. The yield on the 10-year Treasury note is 4.30%. Oil is at $64 per barrel. Gold is down 1%.

Active Stocks: Eli Lilly (LLY) is shooting higher on positive results from a trial on a new weight-loss pill designed to compete with Ozempic. American Express (AXP) beat earnings estimates for 1Q. UnitedHealth Group (UNH) shares are getting crushed, and pulling down the Dow, after a big earnings miss. Netflix (NFLX) reports after the close. The S&P 500 is up 0.36%, the Dow is down 1.11%, the Nasdaq is down 0.06%, and the Russell 2000 is up 0.41%. Industries trading higher today include: Oil Gas & Consumable Fuels, Capital Personal Care Products, and Industrial REITs. Industries trading lower today include: Semiconductor & Semiconductor Equipment, Health Care Providers & Services, and Wireless Telecommunication Services. The VIX is down 1.11 at 31.53 after closing yesterday at 32.64. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 15,772 contracts of the Apr. 25 106 call, changing hands. The put/call ratio is 1 (1,790,648)/(1,799,543). NYSE Adv/Dec (2116/598). Nasdaq Adv/Dec (2454/1631). [Argus Research, various news and data sources]

The S&P 500 is up 0.36%, the Dow is down 1.11%, the Nasdaq is down 0.06%, and the Russell 2000 is up 0.41%.

Industries trading higher today include: Oil Gas & Consumable Fuels, Capital Personal Care Products, and Industrial REITs. Industries trading lower today include: Semiconductor & Semiconductor Equipment, Health Care Providers & Services, and Wireless Telecommunication Services.

The VIX is down 1.11 at 31.53 after closing yesterday at 32.64. Options on NVIDIA CORP (NVDA) have appeared on the most-active list today with more than 15,772 contracts of the Apr. 25 106 call, changing hands. The put/call ratio is 1 (1,790,648)/(1,799,543).

NYSE Adv/Dec (2116/598). Nasdaq Adv/Dec (2454/1631).

[Argus Research, various news and data sources]

Weekly Economic Commentary

Jim Kelleher, CFA, Director of Research - 04/14/2025

First-Quarter Review: Waiting for Tariff Impacts

With the second quarter of 2025 now underway, adverse reaction to President Trump’s “Liberation Day” tariffs has sent the Nasdaq Composite and the S&P 500 into bear-market territory. Investors are fearful that the proposed tariffs, along with retaliatory tariffs from trade partners, will pitch the U.S. economy and perhaps the global economy into recession. ... more

Latest Research

Argus Fundamental
Universe Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

Global Stocks Offer Value

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes

Weekly Stock List: Tax-Loss Candidates

Weekly Stock List: Global Dividend Investing

Weekly Stock List: Ranking the Magnificent 7

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

Weekly Stock List: Focus List Changes

News & Media

New Portfolio Update

The Argus Mid-Cap Model Portfolio

Market View

NFLX Reports After the Bell

Weekly Economic Commentary

First-Quarter Review: Waiting for Tariff Impacts

Latest Research

Argus FundamentalUniverse Of Coverage

Daily Spotlight

Market Watch {date:this.formatDateShort}

{title}

Daily Spotlight

Global Stocks Offer Value

Market Podcast

Argus President John Eade reviews his 8 Fundamental Forecasts for 2023

Analyst Quick Notes

Weekly Stock List: Tax-Loss Candidates

Weekly Stock List: Global Dividend Investing

Weekly Stock List: Ranking the Magnificent 7

Weekly Stock List: Healthcare, A Safe Haven from Tariffs

Weekly Stock List: Focus List Changes

News & Media

New Portfolio Update

The Argus Mid-Cap Model Portfolio

Market View

NFLX Reports After the Bell

Weekly Economic Commentary

First-Quarter Review: Waiting for Tariff Impacts

Argus Fundamental
Universe Of Coverage

Analyst
Quick Notes