Recent Research
02/10/2026
REPLAY: R&R: 2026 Backlogs & Lead Flows
FERG, HD, JHX, LOW, LPX, SHW, TREX
Industrial/Transportation
02/09/2026
REPLAY: JHX, LPX & TREX: Siding & Decking Share Shifts
JHX, LPX, TREX
Industrial/Transportation
02/09/2026
Grocery: Taking Stock of Competition - Takeaways
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
Recent Ideas
02/06/2026
AHT LN
Ashtead Group plc
Presented:
Price: £50.14, CAP: $2,022.82B
Current:
Price: £49.79, CAP: $2,065.64B
Industrial/Transportation
-0.70%
02/06/2026
BDC
Belden Inc.
Presented:
Price: $127.73, CAP: $5.22B
Current:
Price: $140.78, CAP: $5.54B
Industrial/Transportation, TMT, Hardware
+10.22%
02/06/2026
BKR
Baker Hughes Company
Presented:
Price: $59.17, CAP: $56.61B
Current:
Price: $59.55, CAP: $58.14B
Industrial/Transportation
+0.64%
02/06/2026
CNH
CNH Industrial N.V.
Presented:
Price: $11.96, CAP: $14.92B
Current:
Price: $12.37, CAP: $15.46B
Industrial/Transportation
-3.43%
02/06/2026
HEI GR
Heidelberg Materials AG
Presented:
Price: €213.50, CAP: $37.42B
Current:
Price: €220.20, CAP: $38.75B
Industrial/Transportation
+3.14%
02/03/2026
BROS
Dutch Bros Inc.
Presented:
Price: $54.39, CAP: $9.18B
Current:
Price: $56.85, CAP: $9.39B
Consumer
-4.52%