INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
CF, DE, LNN, NTR, MOS | Bear Case For Nitrogen Fertilizers Learn More
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Nitrogen fertilizers have received much investor attention in the last 18 months as logistics disruptions, export restrictions, high natural gas costs in Europe, and other factors progressively constrained supply. In much...

Call Replay | Payment Themes 4Q22 Learn More
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Quad 4 Maelstrom, Durbin 2.0, BNPL, & Cross-Border

Call Replay | Best Idea Short | CACC Learn More
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Today, the rate of change for loan originations has slowed, delinquencies are beginning to rise, and dealers have turned their attention towards prime and away from subprime borrowers

Call Replay | Canadian Housing & Banks - This Time Is Different Learn More
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Our call discusses the challenged outlook for housing and banks in Canada.

BALL, CCK | Cans Can…For Now | Adding BALL To Long Bench, CCK Off Short Bench Learn More
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ith growth & inflation decelerating into Fed tightening, the (now) lower valuation and not-so-cyclical end-markets make for it a reasonable long exposure in what is likely to be a ‘value trap’ Materials minefield. Capacity..

Call Replay | PayPal (PYPL) - A Deep Quad 4 Drinking Well Learn More
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From pandemic darling & the frontrunner to disrupt the card networks to a bearer of the dreaded legacy payments label, all in a flash.

ECL | Quad 4 Outperformer With Tailwinds? Learn More
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Ecolab has fallen out of favor the past couple years, at least by Ecolab standards. It has been impacted by reduced volumes from the pandemic and, more recently, by rising...

APD, Linde, Air Liquide | Decent Spot To Wade In? Learn More
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Air Products has been a notable laggard in recent months, with concerns around major project/investment challenges, hurricanes, and activity in China, among others, impacting sentiment. Deploying excess capital, which Jaz...

FMC, CF, DE, CTVA, NTR | Ag Chems & Ferts Black Book Learn More
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We see unusual dispersion among Ag-related equities in pesticide, fertilizers, and equipment. Valuations, estimates, and performance have diverged in a number of promising...

SCL / Stepan Co | Bubbly Bear Case Learn More
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Consumer purchases of soaps and disinfectants surged during the pandemic, and a normalization of sanitizing product demand may pressure pricing...

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