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.
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:
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).
Please follow the link to download our thoughts in reaction to the company's Q2 report and management commentary.
Today we are initiating coverage on a new short idea, IPG Photonics (Nasdaq:IPGP). Subscribers can download our report using the link below:
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 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.
