Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.
Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.
Please follow the link to download our thoughts in reaction to TRN's Q1 report, and management's conference call commentary.
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.
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).
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.
Today we are initiating coverage on a new short idea, Lincoln Electric Holdings, Inc. (Nasdaq:LECO). Subscribers can download our report using the link below:
Please download our report to find our thoughts on QSR's earnings, system-wide same store sales comps, leverage, and dividend coverage, as well as our outlook for the shares going forward:
Please use the following link to find our review of TDG's fiscal Q1'21, which includes our thoughts on earnings quality, commercial aerospace aftermarket M&A, and the recent change in management's incentive compensation targets.
On Thursday, February 4th, Snap-On, Inc. reported Q4 EPS of $3.82 vs. a consensus expectation for $2.93 in EPS. Please follow the following link to download our report, with thoughts on: earnings quality, segment results, and outlook.
