Eric Jensen

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Initiating Coverage of United Rentals Inc. (NYSE:URI – $423.27)

June 28, 2023by Eric Jensen in Equity Research

Please use the following link to access our research initiation for United Rentals, Inc.

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Discontinuing Coverage – Copa Airlines (NYSE:CPA) and Graphic Packaging (NYSE:GPK)

June 1, 2023by Eric Jensen in Equity Research tagged ,

Please use the following link to access our final note on Copa Airlines and Graphic Packaging.

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Short Shrift – Volume 4, Issue 1 – Updates on our Research Coverage

May 12, 2023by Eric Jensen in Equity Research tagged , , , , , ,

Please use the following link to access updates on our coverage following Q1 earnings season, including our updated thoughts on SAIA, AOS, MLI, LII, TSCO, and CMI, as well as our rationale for passing on POOL after conducting a number of diligence calls on the name.

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TransDigm reports Q2 EPS of $5.98 vs. $5.47 consensus – Discontinuing Coverage

May 10, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on TDG.

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Trinity Industries Reports Q1 2023 EPS of $0.07 vs. consensus $0.25 – discontinuing coverage

May 2, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on TRN.

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Initiating Coverage of Cummins, Inc. (NYSE:CMI – $234.09)

March 31, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our coverage initiation on Cummins, Inc. (NYSE:CMI)

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Diligence Update – A.O. Smith Corp. (NYSE:AOS – $66.90)

March 7, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our most recent thoughts on AOS.

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Initiating Coverage of Mueller Industries (NYSE:MLI – $74.04)

March 2, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access Antrim's coverage initiation on Mueller Industries (NYSE:MLI), wherein we describe our skepticism regarding the sustainability of the company's current margin profile.

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Lithia Motors, Inc. (NYSE:LAD – $262.99) reports Q4 EPS of $9.05 vs. consensus $10.26

February 17, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on LAD's Q4 report and management commentary:

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Rollins, Inc. (NYSE:ROL – $35.85) – Q4 2022 in Review: Discontinuing Coverage

February 16, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on ROL Q2'22 as well as our decision to discontinue ongoing research coverage of the name.

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