June 2021

Thor Industries

Thor Industries is the largest manufacturer of RV's in North America.  Read Report>>

April 2021

Viacom CBS

ViacomCBS is on its way to pass 100 million steaming subscribers this Summer. Read Report>>

March 2021

Deutsche Bank

Strategic Transformation has reduced Core Bank expenses by roughly 4 billion Euro annually or 19%. Read Report>>

Feb  2021

Cardinal Health

CAH has a strong investment profile and dividend coverage.  Read Report>>

December  2020

United Foods

UNFI currently trades at close to 5X 2021 consensus EPS and our price target of $30 reflects a more reasonable 9 X EPS with an enterprise value of $4.4billion.  Read Report>>

November 2020

Community Health Systems

CYH is a leading operator in acute care.  Read Report>>

Feb  2021

Enlink Midstream

ENLC shares are currently yielding 14.3% offering an opportunity for income and price appreciation. The senior notes are rated BB+ by S&P and the company is forecasting $270 million in "excess" cash generation after dividends and capital expenditure for 2020. 

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May  2019

Viacom CBS Merger

VIAC is growing their top line and operating income  Read Report>>