Behind the Numbers Individual Report Archive
Reports can be accessed by clicking on the report date below.
AT&T (T)- 10/28/2022, 7/28/2022, 7/31/2021, 5/21/2021, 4/23/2021, 1/29/2021, 10/23/2020, 7/24/2020, 1/31/2020, 10/31/2019, 7/25/2019, 5/2/2019, 12/20/2018, 10/25/2018, 9/20/2018, 7/26/2018, 7/12/2018, 2/1/2018
Abbott Laboratories (ABT)- 8/10/2021, 1/3/2020
Adobe Inc. (ADBE)- 4/16/2021, 10/2/2020
Agilent Technologies, Inc. (A)- 4/9/2021
Air Lease (AL)- 11/4/2022, 8/11/2022, 5/12/2022, 3/9/2022, 8/13/2021, 5/14/2021, 2/26/2021, 11/13/2020, 4/9/2020
Air Products & Chemicals (APD)- 5/12/2022, 2/12/2021, 8/22/2019, 5/9/2019, 1/31/2019, 12/13/2018, 8/2/2018
Alibaba (BABA)- 9/26/2019
Altria Group, Inc. (MO)- 11/11/2022, 8/4/2022, 6/16/2022, 10/27/2021, 5/12/2022, 10/28/2021, 10/7/2021, 4/30/2021, 4/23/2021, 2/12/2021, 8/28/2020, 5/8/2020, 3/27/2020, 2/7/20120, 9/12/2019, 8/1/2019, 3/21/2019, 11/15/2018, 11/1/2018, 7/26/2018, 6/21/2018, 6/14/2018
American Tower (AMT)- 9/24/2021, 11/29//2018
American Water Works (AWK)- 10/4/2019
Anheuser-Busch InBev (BUD)- 6/12/2020
ANSYS, Inc. (ANSS)- 1/8/2021
Ares Capital (ARCC)- 10/28/2022, 10/21/2022, 4/30/2021, 2/12/2021, 10/30/2020, 8/6/2020, 5/8/2020, 2/13/2020, 11/7/2019, 8/1/2019, 5/2/2019, 2/18/2019, 11/1/2018, 8/16/2018
Autodesk (ADSK)- 12/11/2020, 9/18/2020
Avery Dennison (AVY)- 4/8/2022, 11/12/2021, 11/6/2020, 6/19/2020
Baxter International (BAX)- 8/21/2020, 8/8/2019, 6/6/2019, 11/29/2018, 9/13/2018
Becton Dickinson & Company (BDX)- 2/19/2021, 8/21/2020, 2/13/2020, 8/22/2019, 6/6/2019, 12/6/2018, 9/13/2018
Ball Corporation (BALL)- 11/11/2022, 9/8/2022, 5/12/2022, 2/28/2022, 11/9/2021, 8/20/2021, 5/21/2021, 2/19/2021, 2/5/2021, 12/4/2020, 2/27/2020, 11/7/2019, 8/8/2019, 5/16/2019, 3/7/2019, 11/15/2018, 9/20/2018
Boeing (BA)- 12/19/2019, 9/5/2019
Boston Scientific (BSX)- 6/4/2021, 11/20/2020, 11/21/2019, 7/11/2019, 1/17/2019
Cadence Design Systems (CDNS)- 1/29/2021
Church & Dwight (CHD)- 11/18/2022, 8/9/2022, 8/6/2020, 2/27/2020, 7/11/2019, 3/19/2019, 11/8/2018, 10/12/2018
Cintas (CTAS)- 10/14/2022, 10/8/2021, 8/11/2021, 10/23/2020, 8/6/2020, 1/16/2020, 10/31/2019, 4/4/2019
Citrix Systems (CTXS)- 8/5/2021, 2/12/2021, 11/6/2020, 8/14/2020, 5/8/2020, 3/27/2020
The Coca-Cola Company (CL)- 11/11/2022, 7/28/2022, 4/25/2022, 2/11/2022, 4/30/2021, 3/26/2021
Colgate Palmolive (CL)- 11/18/2022, 8/9/2022, 5/5/2022, 3/8/2022, 5/7/2021, 8/1/2019, 5/2/2019, 1/31/2019, 11/1/2018, 8/2/2018, 4/19/2018
Clorox (CLX)- 11/18/2022, 8/9/2022, 11/13/2020, 2/13/2020, 6/6/2019, 2/7/2019, 12/7/2019, 11/29/2018, 8/23/2018
Cloudflare, Inc. (NET)- 11/11/2022, 8/25/2022, 6/3/2022, 5/26/2022
Cognex (CGNX)- 10/16/2020
Conagra Brands (CAG)- 10/14/2022, 7/14/2022, 4/8/2022, 1/10/2022, 10/8/2021, 7/14/2021, 6/11/2021, 1/29/2021, 10/9/2020, 2/21/2020, 12/19/2019, 10/10/2019, 7/11/2019, 4/11/2019, 3/28/2019, 1/10/2019, 10/4/2018, 8/9/2018
Copart (CPRT)- 6/12/2020
Costco Wholesale Corp (COST)- 12/14/2022
CoStar Group (CSGP)- 1/16/2020
Campbell Soup (CPB)- 6/18/2021, 4/17/2020, 7/18/2019, 12/13/2018, 7/19/2018
Charles River Laboratories (CRL)- 8/11/2022, 6/5/2020, 1/10/2019, 8/23/2018, 2/18/2018
CrowdStrike Holdings, Inc. (CRWD)- 9/8/2022, 6/3/2022
Crown Castle Inc. (CCI)- 10/4/2021
Danaher Corporation (DHR)- 11/11/2021, 10/30/2020, 8/22/2019, 7/11/2019, 4/11/2019, 10/18/2018, 7/26/2018, 3/8/2018
Dentsply Sirona (XRAY)- 8/18/2022, 8/25/2022, 4/19/2022, 3/2/2022, 11/19/2021, 8/6/2021, 3/5/2021, 1/15/2021, 1/10/2020
DocuSign, Inc. (DOCU)- 9/15/2022, 6/24/2022, 7/2/2021
Dow Inc. (DOW)- 10/30/2020, 7/10/2020
DR Horton- 1/22/2021, 1/31/2020, 1/31/2019
EPR Properties (EPR)- 3/12/2021, 11/6/2020, 8/21/2020, 4/24/2020, 3/27/2020
Eaton (ETN)- 9/9/2021, 11/7/2019, 7/18/2019, 4/11/2019, 11/1/2018, 8/16/2018
Ecolab Inc.(ECL)- 11/11/2022, 8/18/2022, 3/23/2022, 5/12/2022, 11/3/2021, 3/26/2021
Equinix, Inc. (EQIX)- 4/9/2021
Facebook (FB)- 8/30/2018
Ford Motor Company (F)-10/24/2019, 8/22/2019
Fortinet, Inc. (FTNT)- 9/8/2022, 6/3/2022
Fastenal (FAST)- 4/16/2021, 7/30/2020, 10/31/2019, 4/29/2019, 3/14/2019
First Solar (FSLR)- 7/24/2020
Fortune Brands (FBHS)- 6/5/2020, 11/14/2019, 7/11/2019, 3/7/2019, 1/17/2019
Garmin Ltd. (GRMN)- 10/7/2022
General Dynamics (GD)- 6/5/2020
General Mills (GIS)- 6/30/2022, 3/24/2022, 1/3/2022, 10/9/2020, 7/30/2020, 1/16/2020, 9/26/2019, 7/11/2019, 10/4/2018
General Motors (GM)- 9/12/2019
GoDaddy (GDDY)- 11/20/2020, 4/9/2020
Hanesbrands (HBI)- 3/19/2020, 8/15/2019, 5/16/2019, 2/21/2019, 2/14/2019
Henry Schein, Inc.- 5/14/2021, 3/5/2021,
Hologic (HOLX)- 7/10/2020
Home Depot (HD)- 11/29/2018, 8/23/2018, 3/1/2018
Hershey Company (HSY)- 11/11/2022, 8/4/2022, 5/5/2022, 5/7/2021, 11/20/2020, 4/17/2020, 8/1/2019, 5/16/2019, 11/1/2018, 10/4/2018
IDEX Corp. (IEX)- 9/18/2020
Illinois Tool Works (ITW)- 11/6/2020, 11/7/2019, 5/23/2019, 2/21/2019, 10/25/2018, 8/9/2018, 3/8/2018
IHS Markit (INFO)- 2/21/2020
Ingersoll-Rand (IR)- 12/12/2019
International Business Machines (IBM)- 10/28/2022, 10/21/2022, 7/28/2022, 7/21/2022, 4/29/2022, 4/21/2022, 3/1/2022, 1/25/2022, 11/5/2021, 10/22/2021, 7/28/2021, 4/30/2021, 1/22/2021, 12/18/2020
Iron Mountain (IRM)- 8/11/2022, 5/5/2022, 11/11/2021, 8/10/2021, 5/7/2021, 2/26/2021, 11/20/2020, 9/11/2020
Johnson Controls (JCI)- 2/5/2021, 12/13/2018, 8/9/2018, 7/6/2018,
Johnson & Johnson (JNJ)- 3/19/2021, 12/05/2019
Juniper Networks, Inc. (JNPR)- 10/28/2022, 9/30/2022
Kellogg (K)- 4/17/2020, 11/21/2019, 6/6/2019, 3/14/2019, 11/8/2018, 8/9/2018, 7/6/2018
Keurig Dr. Pepper (KDP)- 6/16/2022, 2/25/2022, 10/28/2021, 2/26/2021, 7/30/2020, 3/6/2020
Kraft Heinz (KHC)- 2/21/2020, 6/27/2019, 5/9/2019, 11/15/2018, 9/27/2018
Kimberly-Clark (KMB)- 10/28/2022, 8/9/2022, 1/27/2022, 10/27/2021, 7/26/2021, 5/7/2021, 10/23/2020, 7/30/2020, 4/29/2019, 2/21/2019, 1/24/2019, 10/25/2018, 7/26/2018, 1/25/2018, 1/18/2018
Kroger (KR)- 1/15/2021, 10/9/2020, 7/17/2020, 9/19/2019
Lamar Advertising (LAMR)- 8/28/2020, 1/24/2020
Lamb Weston (LW)- 10/12/2021, 4/23/2021, 1/22/2021
Lancaster Colony (LANC)- 9/15/2022, 5/19/2022, 6/5/2020, 9/19/2019, 5/2/2019, 2/7/2019, 11/29/2018, 8/30/2018, 2/1/2018, 1/18/2018
LCI Industries (LCII)- 4/4/2019
Lennar Corporation (LEN)- 2/7/2019
LyondellBasell Industries (LYB)- 11/4/2022, 8/4/2022, 5/19/2022, 11/5/2021, 8/5/2021, 7/14/2021, 5/7/2021, 2/5/2021, 11/6/2020, 8/6/2020, 5/8/2020, 8/8/2019, 7/21/2019, 10/11/2018
Mondelez International (MDLZ)- 11/18/2022, 7/29/2021, 2/7/2022, 4/30/2021, 1/29/2021, 11/6/2020, 8/14/2020, 2/21/2020,2/14/2019, 1/31/2020, 10/31/2019, 8/1/2019, 3/1/2019,11/1/2018, 8/2/2018
Medtronic (MDT)- 6/4/2021, 7/11/2019, 12/6/2018, 9/13/2018,/ 3/8/2018, 3/1/2018
McCormick (MKC)- 10/21/2022, 1/31/2020, 5/2/2019, 1/31/2019, 10/18/2018
McDonald’s (MCD)- 4/3/2020
Microsoft (MSFT)- 10/28/2022, 4/30/2021, 10/30/2020, 8/28/2020, 10/18/2019
Mohawk Industries (MHK)- 11/4/2022, 8/25/2022, 11/1/2021, 8/16/2021, 8/28/2020, 7/17/2020, 3/6/2020, 11/7/2019, 8/15/2019, 5/23/2019, 11/8/2018, 8/30/2018
Mowi ASA (MHGVY)- 6/9/2022, 11/19/2021, 8/26/2021, 5/21/2021, 2/19/2021, 11/6/2020, 8/28/2020, 8/22/2019, 6/27/2019
National Instrument (NATI)- 10/28/2022, 8/4/2022, 5/5/2022, 1/31/2022, 11/1/2021, 7/30/2021, 5/21/2021, 2/5/2021, 11/13/2020, 1/3/2020
Netflix (NFLX)- 7/25/2019, 6/20/2019
Northrop Grumman (NOC)- 1/8/2021
Okta, Inc. (OKTA)- 9/8/2022, 6/3/2022, 4/12/2022, 9/30/2021
Otis Worldwide Corporation (OTIS)- 11/18/2022, 4/16/2021
Palo Alto Networks, Inc. (PANW)- 9/8/2022, 6/3/2022
Patterson Companies (PDCO)- 9/15/2022, 6/30/2022, 3/4/2022, 12/2/2021, 9/3/2021, 9/14/2021, 6/25/2021, 3/5/2021, 12/4/2020, 9/25/2020
Paychex, Inc.- 6/4/2021
Paycom Software (PAYC)- 3/5/2021, 9/25/2020
PepsiCo, Inc. (PEP)- 7/14/2022, 7/15/2021, 4/16/2021, 10/9/2020, 7/24/2020, 10/24/2019, 8/1/2019, 4/29/2019, 2/21/2019, 10/11/2018, 8/2/2018, 7/12/2018, 2/15/2018
Perkin Elmer (PKI)- 12/4/2020, 6/26/2020
Perrigo (PRGO)- 3/19/2021, 5/8/2020, 1/10/2020
Philip Morris (PM)- 11/14/2019, 10/24/2019, 9/12/2019, 10/25/2018, 9/13/2018
Pool Corp. (POOL)- 12/18/2020
Post Holdings, Inc (POST)- 8/18/2022, 3/15/2022, 1/24,2022
Procter & Gamble (PG)- 10/21/2022, 8/9/2022, 4/23/2021, 10/23/2020, 8/15/2019, 5/9/2019, 1/24/2019, 10/25/2018, 8/16/2018, 4/19/2018, 1/25/2018
Philip Morris (PM)- 7/26/2021, 10/25/2018, 9/13/2018
Q2 Holdings (QTWO)- 3/19/2021, 1/24/2020
RealPage (RP)- 11/6/2020, 8/6/2020. 7/17/2020, 11/21/2019, 5/23/2019
Regeneron Pharmaceuticals, Inc. (REGN)- 8/30/2021
Ritchie Brothers Auctioneers (RBA)- 5/29/2020
Roper Technologies (ROP)- 2/26/2021, 8/22/2019, 1/10/2019
ResMed (RMD)- 5/23/2019, 2/7/2019, 12/6/2018, 8/23/2018, 1/18/2018
salesforce.com (CRM)- 12/11/2020, 9/11/2020
Scotts Miracle-Gro Company (SMG)- 6/16/2022, 6/9/2022, 2/17/2022, 1/7/2022
Sealed Air (SEE)- 11/4/2022, 8/4/2022, 2/22/2022, 5/5/2022, 8/4/2021, 11/2/2021, 5/7/2021, 2/12/2021, 10/30/2020, 8/14/2020, 2/13/2020, 11/7/2019, 8/8/2019, 5/9/2019, 1/24/2019, 10/18/2018, 8/23/2018
Snap-On (SNA)- 4/23/2021, 10/30/2020, 8/6/2020, 4/24/2020, 2/21/2020, 10/24/2019, 7/25/2019, 4/29/2019, 3/28/2019
SBA Communications (SBAC)- 10/15/2021, 12/13/2018
JM Smucker (SJM)- 12/6/2018, 8/2/2018, 7/12/2018
Stanley Black & Decker (SWK)- 11/30/2021, 4/30/2021, 2/26/2021, 3/6/2020, 10/31/2019, 6/6/2019, 1/24/2019, 11/1/2018, 9/20/2018
Starwood Property Trust (STWD)- 11/11/2022, 5/5/2022, 2/28/2022, 8/13/2021, 4/9/2021, 3/5/2021, 11/6/2020, 8/6/2020, 5/8/2020, 2/27/2020, 11/14/2019, 8/1/2019, 6/6/2019, 11/15/2018
Steris plc (STE)- 6/30/2021
Stryker Corporation (SYK)- 2/19/2021, 11/6/2020, 1/31/2020, 8/8/2019, 5/2/2019, 11/29/2018, 9/13/2018
Sysco (SYY)- 11/4/2022, 8/18/2022, 5/19/2022, 2/10/2022, 11/16/2021, 9/3/2021, 5/14/2021, 11/13/2020, 11/21/2019, 5/16/2019, 2/21/2019, 11/15/2018, 8/30/2018
Taiwan Semiconductor Manufacturing (TSM)- 10/20/2021, 10/2/2020
Teva Pharmaceutical Industries Ltd. (TEVA)- 8/18/2022, 2/16/2022, 12/1/2021, 6/18/2021
Texas Instruments (TXN)- 11/18/2022, 7/28/2022, 4/28/2022, 1/26/2022, 10/28/2021, 1/29/2021, 10/23/2020, 6/26/2020
Thermo Fisher Scientific (TMO)- 5/8/2020, 11/14/2019, 7/11/2019, 11/29/2018, 8/16/2018, 3/1/2018
TransDigm (TDG)- 11/17/2021, 5/14/2021, 2/9/2022, 2/12/2021, 12/4/2020, 4/24/2020, 12/12/2019
Treehouse Foods (THS)- 5/14/2021, 2/19/2021, 12/11/2020, 6/19/2020
Twitter (TWTR)- 7/30/2020, 12/6/2018
UnitedHealth Group Inc (UNH)- 8/17/2021, 1/29/2021, 9/11/2020
United Rental, Inc. (URI)- 3/19/2021
Unum (UNM)- 3/19/2021, 7/30/2020, 4/17/2020
Verisk Analytics- (VRSK)- 8/14/2020, 3/19/2020
Warner Bros. Discover Inc. (WBD)- 11/4/2022, 8/11/2022, 7/20/2022
Welltower (WELL)- 10/23/2020, 2/14/2019, 12/13/2018, 11/8/2018, 11/1/2018, 8/2/2018, 7/6/2018, 2/11/2018
Yum! Brands, Inc. (YUM)- 4/9/2021
Zimmer Biomet (ZBH)- 2/26/2021, 11/13/2020, 2/27/2020, 11/14/2019, 7/18/2019, 4/11/2019, 12/20/2018
Zscaler, Inc. (ZS)- 9/15/2022, 6/3/2022
SPECIAL TOPICS
Security Software Earnings Quality Comparisons- (OKTA, NET, CRWD, FTNT, ZX, PANW)- 9/9/2022, 6/3/2022
Consumer Staples Earnings Quality Comparison (PG, CLX, KMB, CL, CHD)- 8/9/2022, 10/10/2019
Medical Device Amortization Comparison (BSX, MDT, SYK, ZBH)- 6/4/2021
Homebuilders Impairment Potential (DHI, LEN, PHM, TOL)- 4/24/2020
Defense Pension Accounting Changes (UTX, RTN, LMT, NOC)- 10/18/2019
Consumer Staples Cash Flow Review (PG, CLX, KMB, CL, CHD)- 10/4/2019
Full Yield Curve and 2018 Interest Rate Spike May Boost Pension Costs for Some Major Companies (T, VZ, F, GM, UTX, HON, JNJ)- 9/5/2019
Aggressive Non-GAAP FX Adjustments Pad Results (SEE, KO, PEP, MDLZ, CL)- 6/13/2019
Goodwill in the Wake of Kraft Heinz- 3/1/2019
Homebuilder Primer- 1/31/2019
Interesting Thoughts for 2019- 1/10/2019
Thoughts from Argentina- 10/4/2018
George Gilder: Life after Google- 9/19/2018
Lockheed Martin Pension Accounting- 4/19/2018, 7/26/2018-Update
Third Wave of the Internet- 5/10/2018
Tech Companies and Capital Needs- 4/12/2018
Higher Leverage for BDCs- 3/29/2018
Stuffing the Consumer Goods Channel- 3/8/2018
Deepwater Drilling- A Deep Value Play?- 2/15/2018
US Chemicals Still Early in the Cycle- 1/25/2018
Thoughts on New Zealand- 1/11/2018
Assessing Share Buybacks- 1/4/2018
E-Commerce Is a Bricks and Mortar Hog- 12/21/2017
Inefficiencies Created by ETFs- 12/14/20017
Dividends Do Matter- 12/7/2017
Suspended Coverage
A.P. Moller-Maersk (AMKBY)- 5/29/2020
Air New Zealand (AIR.NZ, ANZFF)- 9/5/2019, 4/29/2019
GameStop (GME)- 6/20/2019, 4/11/2019, 12/6/2018, 11/29/2018, 9/27/2018
Just Eat Takeaway (JTKWY) [formerly GrubHub (GRUB)]- 2/13/2020, 12/5/2019
Healthcare Services Groups (HCSG)- 7/25/2019, 7/11/2019, 3/28/2019, 2/7/2019, 10/25/2018. 10/18/2018, 7/19/2018, 3/8/2018, 2/22/2018
Macquarie Infrastructure (MIC)- 6/25/2021, 6/11/2021, 5/7/2021, 2/19/2021, 11/13/2020, 8/14/2020, 4/3/2020
Macy’s (M)- 11/20/2020, 9/11/2020, 5/29/2020, 2/27/2020, 11/21/2019, 9/12/2019, 8/15/2019, 5/16/2019, 3/1/2019, 1/17/2019
Ocean Yield (OCY NO)- 8/28/2020, 11/7/2019, 7/18/2019, 6/6/2019, 2/14/2019, 1/10/2019, 11/29/2018, 11/8/2018, 9/20/2018, 7/19/2018, 11/2017