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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…
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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…