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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…
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Amber Mironov Pitches Constellation Brands on February 26th, 2018
On Monday, February 26th, Amber Mironov pitched Constellation Brands, Inc. (NYSE: STZ) to add to the Consumer Staples Sector holdings. Amber outlined Constellation Brands as a well-diversified, market leading alcoholic beverage company with promising growth prospects and shareholder returns driven by a strong leadership team. Recent acquisitions of high growth companies have allowed Constellation to…