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Taesik Yoon
Monthly Recap (May 6, 2024)
Last month, we saw a reversal of the bullish sentiment that had materialized in the second half of March (and was strong enough to have most of the major [...]
Supplementary Review: ACCO Brands (ACCO), May 6, 2024
Hurt by an 11.3% decline in comparable sales, net sales in the first quarter of 2024 were down 10.9% from the prior year to $358.9 million. This was led by the [...]
Supplementary Review: Avanos Medical (AVNS), May 3, 2024
Buoyed by organic growth of 9% in Digestive Health, which benefited from the persistence of strong demand for NeoMed from the continued adoption of the new [...]
Close Out: Pilgrim’s Pride (PPC), May 3, 2024
Since our last review on March 28, PPC’s stock has continued to outperform, rising about 7% even as the equity market as a whole has seen a pullback. As has been [...]
Supplementary Review: Deluxe (DLX), May 2, 2024
The Q1 results represented a good start to 2024 with both revenue and earnings comfortably exceeding their consensus estimates of $526.3 million and 71 cents [...]
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