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Home Page
Earnings Quality Analysis
Research Examples
Who We Are
The Team
BTN in the media
Client Page
BTN Client Page
Peek Behind the Numbers
NewSentryNavMenuLocator
BTN Issue Archive
DGX- 4/25/2025
PEN- 4/24/2025
PNR- 4/23/2025
AZZ- 4/22/2025
OMC/IPG- 4/22/2025
JBL- 4/16/2025
SNPS- 4/10/2025
AYI- 4/8/2025
IOT- 4/4/2025
TENB- 4/2/2025
ENOV- 3/28/2025
DOCS- 3/25/2025
KAI- 3/20/2025
NTNX- 3/19/2025
RBLX- 3/18/2025
GTLS- 3/17/2025
UPBD- 3/12/2025
PAR- 3/7/2025
EPAM- 3/5/2025
ACIW- 3/4/2025
PNR- 2/28/2025
VERX- 2/28/2025
CDW- 2/27/2025
KO- 2/26/2025
OSIS- 2/25/2025
DNOW- 2/24/2025
ON- 2/21/2025
HUBB- 2/19/2025
FROG, CENT- 2/18/2025
SEE- 2/14/2025
ARW- 2/12/2025
PBH- 2/12/2025
VRNS, VSH, NET- 2/7/2025
ALGM- 2/5/2025
SYY- 2/4/2025
RMD- 2/3/2025
ADNT- 1/31/2025
Aging PPE- Commerical Services
TXN- 1/28/2025
SNX- 1/27/2025
Aging PPE- Waste Managment Industry- 1/24/2025
APOG, WDFC- 1/21/2025
NEOG Q2'25 10-Q Review- 1/16/2025
NEOG Q2'25 initial thoughts- 1/15/2025
AYI, HELE- 1/14/2025
Aging PPE- Electrical Equipment- 1/9/2025
Aging PPE- Building Products- 1/6/2025
KFY, DKS, MOD- 12/23/2024
NTNX- 12/16/2024
Accounts Payables Stretching- 12/13/2024
MRVL- 12/5/2024
OKTA- 12/4/2024
VSH- 12/2/2024
11/27/2024- ADSK
FROG- 11/22/2024
EPAM- 11/19/2024
NET- 11/15/2024
ZBRA- 11/14/2024
COHR- 11/13/2024
CDW- 11/12/2024
VRNS- 11/12/2024
VERX- 11/8/2024
XRAY- 11/8/2024
PEN 11/7/2024
ARW 11/1/2024
CFLT 10/31/2024
10/30/2024- HUBB
10/29/2024- CCCS
10/28/2024- DXCM
10/25/2024- KO
10/23/2024- PNR
10/21/2024- ALV
10/17/2024- NEOG
10/15/2024- SNX
10/3/2024- LFUS
10/1/2024- MRVL
9/27/2024- 3Q24 Focus List
9/20/2024- Software Industry Review Pt. 3 (WDAY, VRNS, CCCS)
9/13/2024- Software Industry Review Pt. 2 (AZPN, ADSK, QLYS)
9/5/2024- Software Industry Review Pt. 1 (CDNS, MANH, ACIW, DDOG)
8/28/2024- EPAM
8/26/2024- COHR
8/22/2024- U
8/20/2024- VERX
8/15/2024- IPAR
8/15/2024- PDCO
8/13/2024- JCI
8/7/2024- ARW
8/6/2024- XRAY
8/6/2024- POST
8/2/2024- HUBB
8/2/2024- CFLT
8/1/2024-FLS
7/31/2024- IBM
7/30/2024- PNR
7/26/2024- DXCM
7/26/2024- Electronic Equipment PT 3 (SNX, JBL, VSH, NOVT, FN)
7/18/2024-Electronic Equipment PT 2 (LFUS, AVT, TRMB, ARW, VNT)
7/12/2024- 2Q24 Focus List
7/9/2024- Electronic Equipment Pt 1 (KEYS, APH, COHR, IPGP, CDW, ZBRA, BMI)
7/2/2024- COHR
7/1/2024- KEYS
6/27/2024 Communications Equipment (CSCO, CIEN, FFIV, UI, ANET, MSI)
6/20/2024- RBC
6/14/2024- VNT
6/11/2024- ALGM
6/6/24-OLED
6/4/2024- DXCM
5/30/2024- OKTA
5/29/2024- SWK
5/22/2024- HUBB
5/21/2024- CFLT
5/20/2024- IPAR
5/17/2024- MHK
5/17/2024- LFUS
5/15/2024- MDLZ
5/13/2024- ALV
5/8/2024- AL
5/7/2024- NET, XRAY
5/2/2024- JCI
5/1/2024- IBM, FLS
4/30/2024- PNR
4/29/2024- CDNS
4/26/2024- IBM
4/25/2024- MO PM
4/24/2024- MRVL, TXN
4/22/2024- ADSK
4/18/2024- CSCO, ITRI
4/18/2024- 1Q24 Focus List
Tech Revenue Recognition
4/3/2024- NVDA
3/28/2024- JCI
3/26/2024- Revenue Recognition
3/15/2024- AL
3/14/2024- SWK
3/4/2024- OKTA
2/27/2024- IBM
2/23/2024- KO
2/20/2024- TEVA
2/7/2024- MO, POST
1/29/2024- T, TXN, URI
1/26/2024- Industrial Receivables
1/10/2024- Software Contract Costs
12/28/2023- Inventory Review
12/15/2023- 4Q 23 Focus List
12/14/2023- DOCU
12/12/2023- Software Research Costs
12/4/2023- MRVL
11/27/2023- Semiconductor Development Costs
11/20/2023- POST, URI
11/13/2023- IBM, PM, WBD
11/3/2023- DASH, SWK, WCC
10/25/2023- ARCC, T, KO
10/16/2023- DECK
3Q 2023- Focus List
9/25/2023- DASH
9/19/2023- MRVL
9/8/2023- DOCU, MDT, OKTA, PDCO, PRGO
8/28/2023- LYV
8/18/2023- AVGO
8/11/2023- AL, BALL, NET, POST, STWD, WBD
8/4/2023- T, MO, CTAS, MHK, URI, WCC
7/26/2023- KO, IBM, KMB, PM, TXN
7/14/2023- 2Q 23 Focus List
7/5/2023- IFF, MDT
6/26/2023- CHD, CL, CLX, KMB, PG
6/16/2023- DOCU, OKTA
6/7/2023- A, PAYX, STE
5/31/2023- BDX, NET, SWK
5/23/2023- AXTA, BALL, PRGO
5/15/2023- XRAY, HSIC, WCC
5/8/2023- AL, CHD, SEE, STWD, WBD
5/1/2023- MO, KO, IBM, KDP, MHK, URI
4/24/2023- T, IBM, PM, PG
4/18/2023 CTAS, CAG
4/10/2023- 1Q '23 Focus List
4/3/2023- FSLR
3/27/2023- A, ECL, SWK
3/20/2022- APD, PRGO
3/13/2022- DOCU, MDT, PM
3/3/2023- BALL, XRAY, IBM, MHK, PDCO, STWD
2/24/2023- CHD, NET, KO, CL, IRM, KDP
2/17/2023- AL, LYB, SYK, STE, TEVA
2/10/2023- ARCC, BDX, POST, SEE
2/3/2023- MO, LANC, MDLZ, SYY
1/27/2023- T, IBM, KMB, MSFT, TXN
1/20/2023- MO, NATI, PVH, PG
1/13/2023- CTAS, LW
1/9/2023- CAG, EPR, SJM
12/22/2022- BSX, EW, MDT, SYK, ZBH
12/15/2022- WCC, DOCU
12/8/2022- MDB, POST
4Q 2022 Focus List
11/18/2022- (CLX, CL, CHD, XRAY. MDLZ, OTIS, TXN)
11/11/2022- (MO, BALL, KO, ECL, HSY, NET, STWD)
11/4/2022- (AL, LYB, MHK, SEE, SYY, WBD)
10/28/2022- (T, ARCC, IBM, KMB, MSFT, NATI)
10/21/2022- (ARCC, IBM, MKC, PG)
10/14/2022- (COST, CTAS, CAG)
10/7/2022- (GRMN)
9/30/2022- (JNPR)
BTN 3Q' 22 Focus List
9/15/2022 BTN (DOCU, LANC, PDCO, ZS)
9/8/2022 Thursday Thouhts (OKTA, NET, CRWD, ZS, PANW, FTNT, BALL)
8/25/2022 Thursday Thoughts (MHK, NET, XRAY)
8/18/20200 Thursday Thoughts (ECL, POST, SYY, TEVA)
8/11/2022 Thursday Thoughts (AL, CRL, IRM, WBD)
Consumer Products Earnings Quality Comparison (CLX, CL, CHD, KMB, PG)
8/4/2022 Thursday Thoughts (HSY, LYB, MO, NATI, SEE)
7/28/2022 Thursday Thoughts- (T, KO, IBM, TXN)
IBM- 7/21/2022
WBD- 7/20/2022
7/14/2022 Thursday Thoughts- (CAG, PEP)
2Q21 BTN Focus List
6/30/2022 Thursday Thoughts- (GIS, PDCO)
DOCU- 6/24/2022
6/16/2022 Thursday Thoughts (MO, KDP, SMG)
6/9/2022 Thursday Thoughts (MHGVY, SMG)
Security Software Earnings Quality Comparison (OKTA, NET, PANW, CRWD, FTNT, ZS)
NET- 5/26/2022
5/19/2022 Thursday THoughts (LANC, LYB, SYY)
5/12/2022 Thursday Thoughts (AL, APD, MO, BALL, ECL)
5/5/2022 Thursday Thoughts (CL, HSY, IRM, NATI, SEE, STWD)
IBM- 4/29/2022
TXN- 4/28/2022
KO- 4/25/2022
IBM- 4/21/2022
XRAY- 4/19/2022
OKTA- 4/12/2022
CAG- 4/8/2022
AVY- 4/8/2022
1Q 22 BTN Focus List- Part 2
1Q 22 BTN Focus List- Part 1
GIS- 3/24/2022
ECL- 3/23/2022
Inventory Problems (GIS, KO, MDLZ, POST, HSY, BLL)- 3/15/2022
AL- 3/9/2022
CL- 3/8/2022
PDCO- 3/4/2022
XRAY- 3/2/2022
IBM- 3/1/2022
STWD- 2/28/2022
BLL- 2/28/2022
KDP- 2/25/2022
SEE- 2/22/2022
SMG- 2/17/2022
TEVA- 2/16/2022
KO- 2/11/2022
SYY- 2/10/2022
TDG- 2/9/2022
MDLZ- 2/7/2022
NATI- 1/31/2022
KMB- 1/27/2022
TXN- 1/26/2022
IBM- 1/25/2022
POST- 1/24/2022
CAG- 1/10/2022
SMG- 1/7/2022
4Q 21 BTN Focus List
PDCO- 12/2/2021
GIS- 1/3/2022
TEVA- 12/1/2021
SWK- 11/30/2021
MHGVY- 11/19/2021
TDG- 11/17/2021
SYY- 11/16/2021
AVY- 11/12/2021
DHR- 11/11/2021
IRM- 11/11/2021
XRAY- 11/9/2021
BLL- 11/9/2021
IBM- 11/5/2021
LYB- 11/5/2021
ECL- 11/3/2021
SEE- 11/2/2021
MHK-11/1/2021
NATI- 11/1/2021
MO- 10/28/2021
KDP- 10/28/2021
TXN- 10/28/2021
KMB- 10/27/2021
T- 10/27/2021
IBM- 10/22/2021
TSM- 10/20/2021
SBAC- 10/15/2021
LW- 10/12/2021
CTAS- 10/8/2021
CAG- 10/8/2021
MO- 10/7/2021
CCI- 10/4/2021
OKTA- 9/30/2021
AMT 9/24/2021
3q 21 BTN Focus List
PDCO- 9/14/2021
SYY- 9/10/2021
ETN- 9/9/2021
PDCO- 9/3/2021
REGN- 8/30/2021
MOWI- 8/26/2021
BLL- 8/20/2021
UNH- 8/17/2021
MHK- 8/16/2021
STWD- 8/13/2021
AL- 8/13/2021
CTAS- 8/11/2021
ABT- 8/10/2021
IRM- 8/10/2021
XRAY- 8/6/2021
CTXS- 8/5/2021
LYB- 8/5/2021
SEE- 8/4/2021
NATI- 7/30/2021
MDLZ- 7/29/2021
IBM- 7/28/2021
KMB- 7/26/2021
PM- 7/26/2021-
T- 7/23/2021-
PEP- 7/15/2021
CAG, LYB- 7/14/2021
DOCU- 7/2/2021
STE- 6/30/2021
PDCO, MIC- 6/25/2021
TEVA, CPB- 6/18/2021
CAG, MIC, 2Q Focus List- 6/11/2021
PAYX, MDT, BSX, SYK, ZBH- 6/4/2021
T, NATI, MHGVY, BLL- 5/21/2021
THS, AL, TDG, SYY, HSIC- 5/14/2021
IRM, SEE, MIC, CL, KMB, LYB, HSY- 5/7/2021
MDLZ, IBM, MO, MSFT, SWK, SYK, ARCC- 4/30/2021
MO, KO, T, PG, LW, SNA- 4/23/2021
OTIS, PEP, FAST, ADBE- 4/16/2021
EQIX, YUM, A, STWD- 4/9/2021
1Q 21 BTN Focus List
KO, ECL- 3/26/2021
URI, QTWO, PRGO, JNJ- 3/19/2021
UNM, EPR- 3/12/2021
PDCO, STWD, HSIC, XRAY, PAYC- 3/5/2021
IRM, KDP, AL, ZBH, SWK, ROP- 2/26/2021
MO, MIC, MHGVY, THS, BLL, BDX, SYK- 2/19/2021
TDG, SEE, ARCC, APD, CTXS- 2/12/2021
LYB, NATI, JCI, BLL- 2/5/2021
HRL, T, MDLZ, TXN- 1/29/2021
LW, IBM, DHI, UNH- 1/22/2021
CDNS, CAG, KR, XRAY- 1/15/2021
NOC, ANSS- 1/8/2021
IBM, POOL- 12/18/2020
THS, CRM, ADSK- 12/11/2020
TDG, PDCO, BLL, PKI, Q4'20 Focus List- 12/4/2020
MIC, NATI, AL, SYY, ZBH, CLX- 11/13/2020
MDLZ, EPR, STWD, LYB, RP, MHGVY, AVY, CTXS, SYK, ITW- 11/6/2020
SEE, ARCC, KDP, DOW, SNA,MSFT, DHR- 10/30/2020
T, WELL, TXN, PG, KMB,-10/23/2020
CGNX, CTAS- 10/16/2020
CAG, KR, PEP, GIS- 10/9/2020
TSM, ADBE- 10/2/2020
PDCO, PAYC- 9/25/2020
IEX, ADSK- 9/18/2020
UNH, IRM, CRM, KR, M- 9/11/2020
MHGVY, MSFT, LAMR, MHK, MO, OCY NO- 8/28/2020
EPR, BDX, BAX- 8/21/2020
MDLZ, SEE, MIC, VRSK, CTXS- 8/14/2020
LYB, STWD, SNA, ARCC, RP, CHD, CTAS
TWTR, KDP, UNM, GIS, KMB, FAST- 7/30/2020
FSLR, T, PEP- 7/24/2020
MHK, KR, RP- 7/17/2020
DOW, HOLX- 7/10/2020
TXN, PKI- 6/26/2020
THS, AVY- 6/19/2020
BUD, CPRT- 6/12/2020
GD, CRL, LANC, FBHS- 6/5/2020
M, AMKBY, RBA- 5/28/2020
MHGVY, RP, GRUB, MHK, ZBH- 5/15/2020
MO, STWD, ARCC, LYB, CTXS, PRGO, TMO- 5/8/2020
T, MDLZ, KDP, DHI, HSIC- 5/1/2020
DHI, LEN, PHM, TOL, SNA, EPR, TDG, MKC -4/24/2020
UNM, K, HSY, CPB- 4/17/2020
AL, GDDY- 4/9/2020
MIC, MCD- 4/3/2020
EPR, MO, CTXS- 3/27/2020
VRSK, HBI, CAG, MDLZ, M, STWD, ARCC, LYB- 3/19/2020
KDP/MDLZ, MHK, SWK- 3/6/2020
M, STWD, ZBH, BLL, CHD, MO, XRAY- 2/27/2020
INFO, CAG, KHC, SNA,MDLZ- 2/21/2020
SEE, ARCC, GRUB, BDX, CLX- 2/13/2020
M, MO, JCI, BA, LANC- 2/7/2020
MDLZ, T, DHI, SYK, MKC- 1/31/2020
QTWO, LAMR- 1/26/2020
CSGP, GIS, CTAS- 1/16/2020
XRAY, PRGO- 1/10/2020
NATI, ABT- 1/3/2020
CAG, BA- 12/19/2019
TDG, IR- 12/12/2019
JNJ, GRUB- 12/5/2019
M, RP, BSX, K, SYY- 11/21/2019
MO, STWD, ZBH, FBHS, TMO- 11/14/2019
SEE, ARCC, OCY NO, ITW, ETN, BLL, MHK- 11/7/20119
MDLZ, T, SWK, CTAS, FAST- 10/31/2019
PM, SNA, F, PEP- 10/31/2019
Defense Pensions UTX, RTN, LMT, NOC, MSFT-10/18/2019
CAG, Earnings Quality Comparison- PG, CLX, KMB, CL CHD-10/10/2019
AWK, Cash Flow Review- PG, CLX, KMB, CL CHD-10/4/2019
BABA, GIS- 9/26/2019
KR, LANC- 9/19/2019
GM, PM-MO Merger, M- 9/12/2019
Higher Pension Expense T, VZ, F, GM, UTX, HON, JNJ, BA, ANZFF- 9/5/2019
F, MHGVY, BDX, ROP, DHR, APD- 8/22/2019
M, HBI, MHK, PG- 8/15/2019
SEE, LYB, STWD, BLL, BAX, SYK- 8/8/2019
MO, MDLZ, ARCC, PEP, HSY, CL- 8/1/2019
T, SNA, NFLX, HCSG- 7/25/2019
LYB, OYIEF, CPB, ETN, ZBH- 7/18/2019
CAG, HCSG, BSX, MDT, CRL, FBHS, TMO, CHD, DHR, GIS- 7/11/2019
MHGVY- BUY, KHC- 6/27/2019
NFLX, GME- 6/20/2019
Non-GAAP FX Adjustments Pad Results- SEE, MDLZ, CL, KO, PEP- 6/13/2019
STWD, OCY NO, K, CLX, BAX, BDX, SWK- 6/6/2019
RP, RMD, ITW, MHK- 5/23/2019
M, HBI, BLL, SYY, HSY- 5/16/2019
SEE, OCY NO, KHC, APD, PG- 5/9/2019
T, ARCC, HCSG, MKC, SYK, LANC, CL- 5/2/2019
AIR.NZ, SNA, FAST, PEP, KMB- 4/29/2019
CAG, GME, ZBH, ETN, DHR- 4/11/2019
LCII, CTAS- 4/4/2019
SNA- SELL, CAG- SELL, HCSG- 3/28/2019
MO- Reiterate SELL-3/21/2019
FAST, K, MHK-3/14/2019
HCSG, WELL, STWD, BLL, CHD, FBHS-3/7/2019
MDLZ- NEUTRAL, Goodwill Overview, M- 3/1/2019
ARCC, WELL, HBI, OCY NO, MDLZ- 2/21/2019
LEN, HCSG, CLX, RMD, LANC, ITW, CHD, ZBH, FBHS-2/7/2019
Homebuilders, DHI, MKC, CL, RMD, APD- 2/1/2019
See, PG, SWK, KMB- 1/24/2019
M- BUY, FBHS, BSX- 1/17/2019
2019 Thoughts, CAG, OCY NO, ROP, CRL- 1/10/2019
T, AMT, SBAC, ZBH- 12/20/2018
SBAC, WELL, HCSG, BKD, JCI, APD, CPB- 12/13/2018
GME, TWTR, BDX, RMD, MDT- 12/6/2018
AMT, GME, OCY NO, SYK, BAX, CLX, LANC, HD, TMO- 11/29/2018
MO, STWD, SYY, KHC, BLL- 11/15/2018
BDK/WELL, OCY NO, CHD, MHK, K-11/8/2018
MO, WELL, ARCC, SWK, HSY, CL, MDLZ, ETN- 11/1/2018
PM, HCSG, KMB, PG, ITW-10/25/2018
HCSG, SEE, MKC, DHR, PG- 10/18/2018
LYB- BUY, CHD, PEP, DHR- 10/11/2018
Argentina Thoughts, HSY, GIS, CAG-10/4/2018
KHC, GME- 9/27/2018
T, SWK, BLL, OCY NO, Gilder: Life after Google- 9/20/2018
PM, MDT, BDX, BAX, SYK- 9/14/2018
FB, MHK, SYY, LANC-8/30/2108
SEE- NEUTRAL, CLX, CRL, HD, RMD- 8/23/2018
ARCC- BUY, ETN, TMO, PG, KMB, DHR, CPB- 8/16/2018
CAG-SELL, EQ Updates JCI, ITW, K-8/9/2018
EQ Review Rating Intro, WELL, MDLZ, CL, APD, SJM, PEP updates-8/2/18
CAG Review, T, LMT, KMB, DHR Updates- 7/26/2018
HCSG Update, OCY NO Update, CPB EQ Review- 7/19/2018
AT&T- What Has Changed Since Time Warner, EQ Review of SJM, Update on PEP- 7/12/2018
Review of K, JCI, Update on WELL- 7/6/2018
Review of MDLZ- 6/28/2018
MO- Tobacco Part 2: More Changes in US Market-6/21/2018
MO- Tobacco Part 1, ETN Review, OCY NO Update-6/14/2018
Is the Chinese Consumer Back?, SEE Review- 6/7/2018
Starwood's (STWD) Improvements, ETP- Going C-Corp?, MRK Quarter Review- 5/24/2018
Updates on Senior Housing (WELL, BKD, VTS, HCSG), Review of SYY
The Third Wave of the Internet, Review of CLX, Quarter reviews of OCY(OYIEF), MIC- 5/10/2018
LYB- The Consumer Company to Buy, WELL update, Quarter Reviews on CL, PEP- 5/3/2018
Welltower (WELL) Chases Another Mess, Quarter Reviews on TWTR, KMB, KO-4/26/18
Lockheed Pension Issues, EQ Reviews CL, PG (quarter review)-4/19/18
Tech Companies and Capital Needs (FB, TWTR, NFLX,TSLA,AMZN), FIFO Inventory In Time of Rising Costs-4/12/18
EQ Review on Coca-Cola (KO)-4/5/18
Higher Leverage for BDCs- 3/29/2018
Penalizing Investment in the Future While Rewarding Mistakes, EQ Reviews on TIF, MRK- 3/22/2018
EQ Reviews on PBH, APD- 3/15/2018
Stuffing the Consumer Channel, EQ Reviews on HCSG, DHR, ITW, MDT- 3/08/2018
Earnings Quality Reviews on TWTR, TMO, MDT, HD & Updates on OCY NO, STWD- 3/01/2018
Earnings Quality Review on HCSG, MIC update- 2/22/18
Mark Mobius on emerging markets, Deepwater Drilling, EQ Reviews on K, PEP- 2/15/2018
Updates on infrastructure, e-commerce and real estate, US chemicals, Earnings Quality Preview on CRL-2/08/2018
Newell Brands detonates (NWL), Earnings Quality Reviews (T, XLNX, JCI, LANC)-2/1/2018
US Chemicals Still in Early Stages of Growth (DWDP, LYB), Earnings Quality Reviews (PG, KMB) 1/25/2018
Earnings Quality Previews- RMD, KMB, LANC- 1/18/2018
Travel Growth in New Zealand- 1/11/2018
The Assessment of Share Buybacks- 1/4/2018
E-Commerce Is a Bricks and Mortar Hog-12/21/2017
Exploiting Inefficiencies Created by ETFs-12/14/2017
Dividends Do Make a Difference- 12/7/2017
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