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BTN Issue Archive

CARR- 9/10/2025

NTNX- 8/25/2025

WING- 8/22/2025

DOCS- 8/18/2025

COHR- 8/14/2025

JAMF- 8/12/2025

DXCM- 7/31/2025

ENTG- 7/31/2025

HCSG- 7/29/2025

OMC/IPG- 7/25/2025

CALX- 7/24/2025

HELE- 7/18/2025

CVNA- 6/25/2025

ENTG- 6/23/2025

CERT- 6/18/2025

CSGS- 6/12/2025

KVUE- 6/10/2025

JAMF- 5/22/2025

DOCS- 5/22/2025

AORT- 5/20/2025

AXTA- 5/24/2025

DNOW- 5/14/2025

TTEK- 5/14/2025

MDLZ- 4/30/2025

OMC/IPG- 4/22/2025

SNPS- 4/10/2025

ENOV- 3/28/2025

DOCS- 3/25/2025

NTNX- 3/19/2025

RBLX- 3/18/2025

GTLS- 3/17/2025

UPBD- 3/12/2025

VERX- 2/28/2025

OSIS- 2/25/2025

DNOW- 2/24/2025

HUBB- 2/19/2025

FROG, CENT- 2/18/2025

VRNS, VSH, NET- 2/7/2025

ADNT- 1/31/2025

Aging PPE- Commerical Services

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

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

CFLT 10/31/2024

10/30/2024- HUBB

10/29/2024- CCCS

10/28/2024- DXCM

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

8/20/2024- VERX

8/15/2024- IPAR

8/15/2024- PDCO

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)

6/27/2024 Communications Equipment (CSCO, CIEN, FFIV, UI, ANET, MSI)

6/11/2024- ALGM

5/30/2024- OKTA

5/22/2024- HUBB

5/21/2024- CFLT

5/20/2024- IPAR

5/17/2024- LFUS

5/15/2024- MDLZ

5/7/2024- NET, XRAY

5/1/2024- IBM, FLS

4/29/2024- CDNS

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

3/26/2024- Revenue Recognition

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

8/18/2023- 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

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)

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)

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)

XRAY- 4/19/2022

OKTA- 4/12/2022

1Q 22 BTN Focus List- Part 2

1Q 22 BTN Focus List- Part 1

Inventory Problems (GIS, KO, MDLZ, POST, HSY, BLL)- 3/15/2022

STWD- 2/28/2022

TEVA- 2/16/2022

NATI- 1/31/2022

POST- 1/24/2022

4Q 21 BTN Focus List

PDCO- 12/2/2021

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

NATI- 11/1/2021

KDP- 10/28/2021

TXN- 10/28/2021

KMB- 10/27/2021

IBM- 10/22/2021

TSM- 10/20/2021

SBAC- 10/15/2021

CTAS- 10/8/2021

OKTA- 9/30/2021

3q 21 BTN Focus List

PDCO- 9/14/2021

REGN- 8/30/2021

MOWI- 8/26/2021

STWD- 8/13/2021

CTAS- 8/11/2021

NATI- 7/30/2021

MDLZ- 7/29/2021

CAG, LYB- 7/14/2021

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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