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Brian LeBlanc Pitches Humana on February 6th
On Tuesday, February 6, Brian LeBlanc successfully pitched Humana (HUM) to be added into the SMIF portfolio. He is confident that Humana has strategically positioned itself to generate strong growth in the Medicare Advantage (MA) segment going forward. With Medicare Advantage projected to increase 30% in the next 12 months, Humana is likely to see positive figures…
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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…
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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,…