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Initiating Coverage of Rollins, Inc. (NYSE:ROL – $31.46)

February 3, 2022by Eric Jensen in Equity Research tagged

Please use the following link to download our initiation report for Rollins (NYSE:ROL - $31.46)

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Initiating Coverage of A.O. Smith Corp. (NYSE:AOS – $85.53)

December 31, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our initiation report for A.O. Smith (NYSE:AOS - $85.53)

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Short Shrift – Issue 2, Volume 6, November 2021

November 22, 2021by Eric Jensen in Equity Research tagged , , , ,

Attached please find the results of our recent diligence conversations, as well as any of Antrim's reactions to earnings which did not merit a standalone report.

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Initiating Coverage of Fox Factory (Nasdaq:FOXF – $178.67)

November 9, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our coverage initiation of Fox Factory Holding Corp. (Nasdaq:FOXF - $178.67)

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Ball Corporation (NYSE:BLL – $91.55) reports Q3 2021 EPS of $0.94 vs. consensus $0.98

November 4, 2021by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on BLL's Q3 report and conference call.

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IPG Photonics (Nasdaq:IPGP – $177.90) reports Q3 EPS of $1.40 vs. consensus $1.27

November 2, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on IPGP's Q3 report and conference call commentary.

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Kinsale Capital Group (Nasdaq:KNSL – $187.15) reports Q3 operating EPS of $1.59 vs. consensus $0.99

November 1, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on KNSL's Q3 report:

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Trinity Industries (NYSE:TRN – $29.67) Reports Q3 Adj. EPS of $0.29 vs consensus $0.18

October 25, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download Antrim's thoughts on TRN's Q3 report and conference call discussion.

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Snap-On Inc. (NYSE:SNA – $212.51) reports Q3’21 EPS of $3.57 vs. consensus $3.39

October 22, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on the third quarter of SNA's fiscal year:

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Terminating Coverage on Restaurant Brands (NYSE:QSR) and Public Storage (NYSE:PSA)

October 11, 2021by Eric Jensen in Equity Research tagged ,

At this time, we have decided to terminate coverage of Restaurant Brands (NYSE:QSR) and Public Storage (NYSE:PSA) in order to focus our effort on new short idea generation and coverage of higher conviction ideas on our coverage list. Please find our final note related to QSR and PSA at the following link:

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