Weekly Reports
Idea Generator: Earnings Season Points to Opportunities
With a buzz in the market as we gain more clarity regarding the upcoming 6 Spinoffs expected to take place by March 2020 (with another 4 by April) via filing their prospectus (such as Otis and Carrier), we look back at two high conviction names in the Portfolio that warrant a second look post their earnings. For a link to the new Spinoff filings as well as the current ideas, click inside.
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