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James Boothe Pitches Lowe’s Companies on February 27th, 2018
On Tuesday, February 27th, 2018, James Boothe pitched Lowe’s Companies, Inc. (LOW) to be added into the SMIF portfolio. Lowe’s is the world’s second largest home improvement warehouse retailer that provides a full-line of products and services to their retail and professional customers. In his investment thesis, James highlighted Lowe’s recent large expansion into the…
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Jack Horan Pitches Costco on March 6th, 2018
On Tuesday, March 6, one of our Consumer Staples analysts, Jack Horan, pitched Costco as an addition to the SMIF portfolio. Costco (COST) is a membership warehouse club that is uniquely positioned in the retail industry to capitalize on current consumer trends. With the looming concern of a potential market downturn, Costco’s low cost, low…
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Jake Dunlop Pitches Royal Dutch Shell on March 5th, 2018
On Monday, March 5th, Jake Dunlop pitched Royal Dutch Shell (NYSE: RSDA) as an addition to the Energy sector holdings. Shell is an integrated energy company with three main business segments: Downstream, Upstream, and Integrated Gas. Jake expects modest revenue growth over the next few years due to population expansion, larger demand for electricity, a…