May 30, 2019

Research Digest for CCA_3.5_PA_WL (My Lists - EQS)

RESEARCH ACTIVITY

HEI

DSG CN

EVH

AMZN

AOS

CPRT

EPAY

FSV CN

KAI

LCII

OKTA

PYPL

SJM

TDOC

WAGE

WSO

Estimate Changes

By Sector

Consumer Discretionary

Consumer Staples

Financials

Health Care

Industrials

Technology

News

Events

ESTIMATE CHANGES

Ticker

Headline

Brkr

Analyst

Time

HEICO Corp HEI US Equity

HEI

2Q19 Recap: Higher Growth Boosts Outlook Again, Lots of Runway for HEI

RWB

Peter J Arment

May 29, 17:32

HEI

HEI: Above-Average Growth in Above-Average Sector

FBC

Multiple Analysts

May 29, 16:30

HEI

HEI: Raising FY19 and FY20 Estimates on Higher Growth

CLK

George J Godfrey

May 29, 13:06

Descartes Systems Group Inc/The DSG CN Equity

DSG CN

DSG - FQ120 Results Illustrate Synergistic Margin Expansion; PT Raise Justified by Margin Growth & Revenue Visibility

EUP

Gianluca Tucci

May 30, 07:25

DSG CN

DSGX: Impressive EBITDA growth; BUY, PT to $44 from $38: ; BUY, PT to $44 from $38

CAN

David E Hynes Jr

May 29, 23:06

Okta Inc OKTA US Equity

OKTA

[Delayed] Okta : Final Checks Into the Print

DBG

Gray W Powell

May 29, 19:04

BY SECTOR

Consumer Discretionary

Amazon.com Inc AMZN US Equity

AMZN

The Death of AMZN?: The Death of AMZN?

DAD

Tom Forte

May 30, 06:42

AMZN

Internet Advertising: More mature than it used to be – It is going to pay to be selective: Initiating Coverage: FB, TTD, TWTR,

PVT

Michael Levine

May 29, 00:20

Copart Inc CPRT US Equity

CPRT

Copart's Operating Trends Motivate an Enterprise-Value Surge

Kieran Ryan, Kevin Tynan

May 29, 11:30

LCI Industries LCII US Equity

LCII

RV Industry: Industry Shipment Declines Continue as Dealers Bring Inventory Levels Ever Closer to a Long-Awaited Equilibrium

CLK

Scott L Stember

May 29, 09:00

Consumer Staples

JM Smucker Co/The SJM US Equity

SJM

Americas Food: Nielsen Food Deep Dive Dashboard: Slow start to grilling season weighs on growth

GSR

Jason M English

May 29, 07:32

Financials

FirstService Corp FSV CN Equity

FSV CN

FSV | Adding It All Up

RJA

Frederic Bastien

May 29, 13:30

PayPal Holdings Inc PYPL US Equity

PYPL

Venmo Cedes Share to Square's Cash Even as Revenue Improves

Meryl Thomas, David Ritter

May 30, 07:06

Health Care

Teladoc Health Inc TDOC US Equity

TDOC

Teladoc Boosting Utilization, Expanding Addressable Markets

Jonathan Palmer, Fallon Stephan

May 29, 06:40

Industrials

AO Smith Corp AOS US Equity

AOS

A.O. Smith (AOS) - China Continues Its Decline: A.O. Smith (AOS) - China Continues Its Decline

JCP

Anne Stevenson-Yang

May 29, 10:55

HEICO Corp HEI US Equity

HEI

2Q19 Recap: Higher Growth Boosts Outlook Again, Lots of Runway for HEI

RWB

Peter J Arment

May 29, 17:32

HEI

Industrials: Defense Spending, Air-Traffic Gains Power HEICO

May 29, 16:35

HEI

HEI: Above-Average Growth in Above-Average Sector

FBC

Multiple Analysts

May 29, 16:30

HEI

HEI: Strong Q2 highlights best business climate in 30 years; BUY: ; maintain BUY, price target to $130 from $110

CAN

Kenneth George Herbert "Ken"

May 29, 16:10

HEI

HEICO's Sustained Growth Supports Additional Margin Expansion

Douglas Rothacker

May 29, 14:44

HEI

HEI: Raising FY19 and FY20 Estimates on Higher Growth

CLK

George J Godfrey

May 29, 13:06

HEI

HEICO's Strong 2Q Puts 20% EPS Growth in View: Earnings Outlook

Douglas Rothacker

May 29, 11:50

HEI

HEICO Growth Strategy Built on Air Traffic, M&A: Company Outlook

Douglas Rothacker

May 29, 11:50

Kadant Inc KAI US Equity

KAI

Kadant Inc. KAI Conference Highlights

BAR

Chris Howe

May 29, 14:04

Watsco Inc WSO US Equity

WSO

HARDI April Days-Adjusted Sales Up 16.5%; Annual Growth Rate Jumps to Record 12.6% Level

WBL

Ryan Merkel

May 30, 04:03

Technology

Bottomline Technologies DE Inc EPAY US Equity

EPAY

Bottomline Technologies Inc. EPAY Conference Highlights

BAR

Gary F Prestopino

May 29, 13:45

Descartes Systems Group Inc/The DSG CN Equity

DSG CN

DSG - FQ120 Results Illustrate Synergistic Margin Expansion; PT Raise Justified by Margin Growth & Revenue Visibility

EUP

Gianluca Tucci

May 30, 07:25

DSG CN

DSGX: Strong Margin Improvement Driven by Visual Compliance Acquisition; Management Increases Adjusted EBITDA Margin Target

WBL

Matthew Pfau

May 30, 04:18

DSG CN

Descartes Systems Group Inc.: Scaling Performance

BCA

Phillip Huang

May 30, 01:06

DSG CN

DSGX: Impressive EBITDA growth; BUY, PT to $44 from $38: ; BUY, PT to $44 from $38

CAN

David E Hynes Jr

May 29, 23:06

DSG CN

DSGX | Organic Growth Sustaining 6%+ Y/Y; Margins Going Higher

RJA

Steven Li

May 29, 20:40

DSG CN

DSGX | F1Q20 First Glance: 1Q Strong Margins, VC Boost

RJA

Steven Li

May 29, 17:05

Evolent Health Inc EVH US Equity

EVH

EVH to take 70% ownership in Passport

CAN

Richard Close

May 29, 23:07

EVH

Impressions on EVH Stamping Passport With a 70% Stake: Mix shift toward health plan may cast shadow on EVH's use of capital.

RHR

Alexander Y Draper "Sandy"

May 29, 11:30

EVH

Evolent Health: Passport Partnership Stabilizes Revenue Stream, but Not Without Risk

JPM

Anne Samuel

May 29, 11:26

EVH

Evolent Health Inc. (EVH): Agrees to acquire ownership interest in its largest partner - significant focus at the Analyst day t

GSR

Robert Patrick Jones

May 29, 10:48

EVH

EVH: Expanding Partnership With Passport Health Plan Through Acquisition of 70% Stake

WBL

Ryan S Daniels

May 29, 10:39

Okta Inc OKTA US Equity

OKTA

[Delayed] Okta : Final Checks Into the Print

DBG

Gray W Powell

May 29, 19:04

WageWorks Inc WAGE US Equity

WAGE

One Step Closer To Caught Up: 2018 10-K Filing In May as Expected

RHR

Tobey Sommer

May 30, 08:27

NEWS

Ticker

Headline

Date

MDXG

Mimedx Reforms Board, Hires New Auditor After Internal Probe

May 30, 08:15

WAGE

WageWorks Continues to Evaluate HealthEquity Proposal: 10-K

May 30, 07:57

AMZN

G-20 Nations Set to Agree on Tax Policy For Digital Cos.: Nikkei

May 30, 03:00

DIS

Disney Sees Filming in Georgia Difficult With Abortion Law: Rtrs

May 29, 21:15

AMZN

Amazon Japan to Deliver From Life Supermarkets in Tokyo

May 29, 20:15

AMZN

Amazon’s Bezos Picks Cloud Division Exec for Inner Circle: CNBC

May 29, 17:52

EVOP

Evo Payments Rated New Neutral at Cantor; PT $28

May 29, 16:07

DSG CN

Descartes Systems 1Q Revenue $78.0 Mln Vs. $67 Mln Y/y

May 29, 16:02

EVH

Evolent Plunges 29% as Cowen Says Passport Deal Lowers Multiple

May 29, 15:37

ASGN

ASGN Rises as Well Fargo Lauds Homeland Security Contract Win

May 29, 11:31

AMZN

Facebook May Gain as Rules Threat Fades, China Renaissance Says

May 29, 09:58

AMZN

Amazon Introduces New Echo Show Alexa Device

May 29, 09:20

EVENTS

MTN

Q3 2019 Earnings Call

Jun 6 09:00 pm

SJM

Q4 2019 Earnings Call

Jun 6 00:30 pm

ABM

Q2 2019 Earnings Call

Jun 6 00:30 pm

SJM

Q4 2019 Earnings Release

Jun 6 11:00 am

MTN

Q3 2019 Earnings Release

Jun 6

WAGE

Q1 2019 Earnings Release

Jun 6

ABM

Q2 2019 Earnings Release

Jun 5

GWRE

Q3 2019 Earnings Release

Jun 4

GWRE

Q3 2019 Earnings Call

Jun 4 09:00 pm

CMD

Q3 2019 Earnings Call

Jun 4 01:30 pm

CMD

Q3 2019 Earnings Release

Jun 4

MLAB

Q4 2019 Earnings Release

Jun 4

OKTA

Q1 2020 Earnings Release

May 30

Q3 2019 Earnings Release

May 30

OKTA

Q1 2020 Earnings Call

May 30 09:00 pm

Q3 2019 Earnings Call

May 30 08:30 pm

WAGE

Q4 2018 Earnings Release

May 30

WAGE

Q4 2018 Earnings Release

May 30