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We currently hold long positions in the following securities.  Click on the respective ticker for a summary report of our analysis and the presentation tab for the full pitch presentation.

ConnocoPhillips (COP) - Presentation

Diageo (DEO) - Presentation

FedEx (FDX) - Presentation

Home Depot (HD) - Presentation

J.M. Smucker Company (SJM) - Presentation

Ladder Capital (LADR) - Presentation

Medtronic (MDT) - Presentation

Micron (MU) - Presentation

Microsoft (MSFT) - Presentation

NextEra Energy (NEE) - Presentation

Tanger Factory Outlet Centers, Inc. (SKT) - Presentation  

Target Corporation (TGT) - Presentation

Visa, Inc. (V) - Presentation 



We will continue to update this page as we further populate our portfolio.  Please check back regularly for updates.

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