Following a volatile start to the year and Q4'21 earnings season drawing to its conclusion, we are ready to publish updated thoughts on a number of names in Antrim's coverage universe. Please use the following link to access our post-earnings thoughts on: AOS, LECO, TRN, BLL, and FOXF.
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.
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.
Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.
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: