In this issue of "Short Shrift," we provide updates on names under our research coverage throughout the 2Q22 earnings season. Please use the following link to access our thoughts on reports from: AOS, CPA, ROL, TRN, LAD, and GPK
Please use the following link to download our report with updated thoughts on names under our coverage: AOS, CPA, ROL, FLS, and TRN.
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.
Please use the following link to download Antrim's thoughts on TRN's Q3 report and conference call discussion.
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 TRN's Q1 report, and management's conference call commentary.
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 of a new short idea, Trinity Industries, Inc., which is listed on the NYSE under the ticker: TRN. Subscribers can download our report using the link below: