Early results from a recent deliberate change are beating management's own expectations, and management is scaling it up
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| MCD | McDonald's Corporation | Q2 2024 | 2024-07-29 | D |
| ERO | Ero Copper Corp. | Q1 2024 | 2024-05-10 | A |
| NC | NACCO Industries, Inc. | Q1 2024 | 2024-05-05 | C+ |
| ROCK | Gibraltar Industries, Inc. | Q1 2024 | 2024-05-01 | B+ |
| GIII | G-III Apparel Group, Ltd. | Q4 2024 | 2024-03-14 | C |
| PUMP | ProPetro Holding Corp. | Q4 2023 | 2024-02-21 | C+ |
| DXCM | DexCom, Inc. | Q4 2023 | 2024-02-08 | B+ |
| GPRO | GoPro, Inc. | Q4 2023 | 2024-02-07 | F |
| SCPH | scPharmaceuticals Inc. | Q3 2023 | 2023-11-08 | B |
| GOLD | Barrick Gold Corporation | Q3 2023 | 2023-11-02 | C |
| BZUN | Baozun Inc. | Q2 2023 | 2023-08-28 | D |
| PTLO | Portillo's Inc. | Q2 2023 | 2023-08-05 | B |
| SPT | Sprout Social, Inc. | Q2 2023 | 2023-08-04 | B+ |
| DKS | DICK'S Sporting Goods, Inc. | Q4 2022 | 2023-03-07 | B |
| SIBN | SI-BONE, Inc. | Q3 2022 | 2022-11-07 | C+ |
| SYY | Sysco Corporation | Q1 2023 | 2022-11-01 | C+ |
| TMCI | Treace Medical Concepts, Inc. | Q2 2022 | 2022-08-13 | B+ |
| ADSE | ADS-TEC Energy PLC | Q4 2021 | 2022-04-28 | D |
| CYBR | CyberArk Software Ltd. | Q3 2021 | 2021-11-04 | B+ |
| EMR | Emerson Electric Co. | Q3 2021 | 2021-08-04 | B+ |
| CLVT | Clarivate Plc | Q2 2021 | 2021-07-31 | B+ |
| TENB | Tenable Holdings, Inc. | Q2 2021 | 2021-07-27 | A |
| JPM | JPMorgan Chase & Co. | Q2 2021 | 2021-07-13 | A |
| XOM | Exxon Mobil Corporation | Q2 2018 | 2018-07-27 | C |
| FOSL | Fossil Group, Inc. | Q1 2018 | 2018-05-08 | C |
| BCE | BCE Inc. | Q2 2017 | 2017-08-05 | B+ |
| BIIB | Biogen Inc. | Q2 2017 | 2017-07-25 | B |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
| BP | BP p.l.c. | Q4 2016 | 2017-02-07 | B+ |
| GIS | General Mills, Inc. | Q4 2016 | 2016-06-29 | B+ |
| LBTYK | Liberty Global's | Q1 2016 | 2016-05-10 | C+ |
| GOGO | Gogo Inc. | Q1 2016 | 2016-05-06 | C+ |