Eric Jensen

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W.W. Grainger, Inc. (NYSE:GWW – $1271.49) – Q2’26 Earnings in Review

Please use the following link to access our thoughts on GWW's Q2'26 earnings report:

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Casella Waste Systems (Nasdaq:CWST – $90.42) – Q2’26 Earnings in Review

Please use the following link to access our thoughts on Casella's Q2'26 earnings report:

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Dollar General Corp. (NYSE:DG – $130.95) – Initiating Coverage

Please use the following link to access our coverage initiation report on Dollar General Corp. (NYSE:DG):

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Lennox International (NYSE:LII – $418.88) – Discontinuing Coverage

Please use the following link to access our final thoughts on LII:

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International Paper (NYSE:IP – $41.14) – Q2’26 Earnings in Review

Please use the following link to access our thoughts on International Paper's Q2'26 earnings report:

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NewMarket Corp. (NYSE:NEU – $893.28) – Q2’26 Earnings in Review

Please use the following link to access our thoughts on NEU's Q2'26 earnings report:

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Lennox International (NYSE:LII – $430.02) – Q2’26 Earnings in Review

Please use the following link to access our thoughts on LII's Q2'26 earnings report:

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Lennox International (NYSE:LII – $562.77) – Ongoing Diligence Update

Please use the following link to access our ongoing diligence update on LII:

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International Paper (NYSE:IP – $38.11) – Ongoing Diligence Update

Please use the following link to access our ongoing diligence update for International Paper:

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NewMarket Corp. (NYSE:NEU – $792.69) – Update – EU Roadblock for Richful Lube

Please use the following link to access our updated thoughts on NewMarket Corp.:

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