Eric Jensen

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TransDigm Group (NYSE:TDG) Reports Q2 adj. EPS of $2.58 vs consensus: $2.54

Please follow the link to download our thoughts in reaction to the company's Q2 report and management commentary.

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Initiating Coverage on IPG Photonics (Nasdaq:IPGP – $197.30)

Today we are initiating coverage on a new short idea, IPG Photonics (Nasdaq:IPGP). Subscribers can download our report using the link below:

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Ballard Power (Nasdaq:BLDP) Reports Q1 EPS loss of ($0.06) vs. consensus: ($0.04)

Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.

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Public Storage Inc. (NYSE:PSA) reports Q1 FFO of $2.82 per share vs. consensus: $2.70

Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.

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Kinsale Capital (Nasdaq:KNSL) reports Q1 EPS of $1.11 vs. consensus: $0.90

Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.

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Lincoln Electric (Nasdaq:LECO) reports Q1 EPS of $1.37 vs. consensus: $1.19

Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.

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Trinity Industries (NYSE:TRN) reports Q1 EPS of $0.07 vs consensus, $0.05

Please follow the link to download our thoughts in reaction to TRN's Q1 report, and management's conference call commentary.

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Snap-On, Inc. (NYSE:SNA) reports Q1 EPS of $3.50 vs consensus expectation: $3.07

Please download the attached report to find our thoughts on SNA's Q1 results, together with our thoughts on the outlook for SNA shares going forward.

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Short Shrift – Volume 2, Issue 3, April 2021

In this issue of Short Shrift, please find our thoughts and diligence notes on a pipeline name that we've decided to pass on: Middleby Corporation (Nasdaq:MIDD), as well a brief earnings preview and warning ahead of Snap-On, Inc.'s (NYSE:SNA) earnings report scheduled for Thursday morning. In addition, we have some brief thoughts to share on recent divestitures at TransDigm Group, Inc. (NYSE:TDG).

Short Shrift - Volume 2, Issue 3>>


Short Shrift – Volume 2, Issue 2

In this month's issue of Short Shrift, please find our thoughts on recent strength in SNA shares as well as results of our ongoing due diligence, TRN's recent earnings announcement, PSA's earnings announcement, BLDP earnings (as well as the news competitor PLUG Power would be restating financials), and TDG's recently announced divestitures.

Download Short Shrift - Volume 2, Issue 2, here >>


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