Eric Jensen

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Short Shrift – Volume 2, Issue 5, June 2021

In this issue of Short Shrift, our thoughts and the results of our diligence on a name we decided to pass on: Berry Plastics (NYSE:BERY), an update on recent macro-economic data points pertaining to Snap-On, Inc. (NYSE:SNA), and a brief clarification on our Lincoln Electric (Nasdaq:LECO) thesis we gleaned from a conversation with Investor Relations.

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Initiating Coverage on Ball Corp (NYSE:BLL – $81.54)

Antrim is initiating coverage of Ball Corp. (NYSE:BLL) with a critical view of the industry's demand growth trajectory, capacity addition plans, and forward-looking return profile. Subscribers can download our initiation report at the following link:

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Short Shrift – Volume 2, Issue 4, May 2021

In this issue of Short Shrift, an update on Restaurant Brands (NYSE:QSR), which reported Q1 results at the end of April, and an update on our ongoing diligence efforts with regard to Trinity Industries (NYSE:TRN).

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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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