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Emily Gagis Pitches 3M on April 2nd, 2018
On Monday, April 2nd, Emily Gagis pitched The 3M Company (NYSE:MMM) to add to the Industrials Sector holdings. 3M is a Global Science company that manufactures over 55,000 products across five business segments. 3M has experienced immense growth in the past years through three key growth levers: Portfolio Management, Investing in Innovation, and Business Transformation,…
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Charlie Duryee Pitches Callaway Golf on February 27th, 2018
On Tuesday, February 27th, Charlie Duryee pitched Callaway Golf as an addition to SMIF portfolio. Callaway is a producer of all types of golf accessories ranging from clubs to clothing. Given the success of the company’s most recent line of clubs, EPIC, and its strategic acquisitions of TravisMatthew and OGIO, Callaway saw a significant revenue…
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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…