-
Jake Frankel Pitches Southwest Airlines on February 20th, 2018
On February 20th, Jake Frankel, a materials sector analyst, pitched Southwest Airlines Co. (NYSE:LUV). As of September 30th, 2017, Southwest Airlines Co. (Southwest) is the largest domestic air carrier in the United States per the Department of Transportation. Jake’s investment thesis was predicated on a strong corporate strategy, competitive industry position, consistent operational excellence, a…
-
Aaron McIntyre Pitches Simon Property Group on February 20th, 2017
On Tuesday, February 20, Aaron McIntyre pitched Simon Property Group (NYSE: SPG) to be added to the SMIF portfolio. Simon Property Group is a retail real estate investment trust (REIT) and the second largest publicly traded equity REIT. The company invests in large malls as well as premium outlets. Aaron emphasized continued growth in NOI,…
-
Will Harpin Pitches Caterpillar, Inc. on February 12
On Monday, February 12, Will Harpin pitched Caterpillar Inc. to add to the Industrial Sector holdings of the class’s portfolio. Caterpillar recently underwent large internal restructuring and has seen growth in construction and resource industries, both internationally and in the US. Caterpillar is the world’s largest manufacturer of construction equipment and produce industrial equipment for…