Business Software and Services

April 24, 2022

Buy ($175)

Companies covered: Accenture plc. (NYSE:ACN), EPAM Systems, Inc. (NYSE:EPAM), Globant S.A. (NYSE:GLOB), Endava PLC – ADR (NYSE:DAVA), Infosys Limited (NYSE:INFY), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), DXC Technology Co. (NYSE:DXC), Kyndryl Holdings Inc. (NYSE:KD), International Business Machines Corporation (NYSE:IBM), Genpact Limited (NYSE:G), General Electric Company (NYSE:GE), Procter & Gamble Company (The) (NYSE:PG), Target Corporation (NYSE:TGT), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Coforge Ltd. (NSE:COFORGE), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), dLocal Ltd. (NASDAQ:DLO), Adyen NV (OTCMKTS:ADYYF), eBay Inc. (NASDAQ:EBAY), Shopify (NYSE:SHOP), Global Payments Inc. (NYSE:GPN), Block Inc. (NYSE:SQ), Capital One Financial Corporation (NYSE:COF), Discover Financial Services (NYSE:DFS), American Express Company (NYSE:AXP), Mercedes Benz Group ADR (OTCMKTS:DMLRY), Paypal Holdings Inc (NASDAQ:PYPL), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Coinbase Global Inc. (NASDAQ:COIN), Bakkt Holdings Inc. (NYSE:BKKT), Silvergate Capital Corp. (NYSE:SI), Signature Bank (NASDAQ:SBNY), Goldman Sachs Group, Inc. (The) (NYSE:GS), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Affirm Holdings Inc. (NASDAQ:AFRM), Sears Holdings Corporation (OTCMKTS:SHLDQ), Netflix, Inc. (NASDAQ:NFLX), Zillow, Inc. (NASDAQ:Z), Asure Software Inc (NASDAQ:ASUR), Exponent, Inc. (NASDAQ:EXPO), Hill International, Inc. (NYSE:HIL), Intellicheck Inc. (NASDAQ:IDN), Marathon Digital Holdings Inc. (NASDAQ:MARA)

Alternative Energy and Utilities

January 28, 2022

Buy ($175)

Companies covered: Xylem Inc. (NYSE:XYL), Evoqua Water Technologies Corp. (NYSE:AQUA), Albemarle Corporation (NYSE:ALB), Livent Corp. (NYSE:LTHM), Sunrun Inc. (NASDAQ:RUN), Sunnova Energy International (NYSE:NOVA), Plug Power, Inc. (NASDAQ:PLUG), Bloom Energy Corp. (NYSE:BE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), View Inc. (NASDAQ:VIEW), Compagnie de Saint Gobain Unsponsored France ADR (OTCMKTS:CODYY), Mueller Water Products, Inc. (NYSE:MWA), Badger Meter, Inc. (NYSE:BMI), Smith (A.O.) Corporation (NYSE:AOS), Mueller Industries, Inc. (NYSE:MLI), Valmont Industries, Inc. (NYSE:VMI), Artesian Resources Corporation (NASDAQ:ARTNA), Essential Utilities Inc. (NYSE:WTRG), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Brookfield Renewable Partners LP (NYSE:BEP), The AES Corporation (NYSE:AES), Avangrid (NYSE:AGR), Eversource Energy (NYSE:ES), Ameren Corporation (NYSE:AEE), Xcel Energy Inc. (NYSE:XEL), Alliant Energy Corporation (NYSE:LNT), WEC Energy Group Inc (NYSE:WEC), Air Products and Chemicals, Inc. (NYSE:APD), Hubbell Incorporated (NYSE: HUBB), Waste Connections, Inc. (NYSE:WCN), Republic Services, Inc. (NYSE:RSG), Eos Energy Enterprises Inc. (NASDAQ:EOSE), FuelCell Energy, Inc. (NASDAQ:FCEL), Ballard Power Systems, Inc. (NASDAQ:BLDP), Chart Industries, Inc. (NASDAQ:GTLS), Linde PLC (NYSE:LIN), Southern Company (The) (NYSE:SO), Cameco Corporation (NYSE:CCJ), ChargePoint Holdings Inc. (NYSE:CHPT), Blink Charging Co. (NASDAQ:BLNK), Evgo Inc. (NASDAQ:EVGO), American Superconductor Corporation (NASDAQ:AMSC), Cadiz, Inc. (NASDAQ:CDZI), Gaussin SA (EPA:ALGAU), Gevo, Inc. (NASDAQ:GEVO), Itron, Inc. (NASDAQ:ITRI)

Industrial Equipment, Aerospace and Defense

September 16, 2021

Buy ($175)

Companies covered: Berkshire Grey Inc. (NASDAQ:BGRY), Toyota Motor Corp Ltd Ord (NYSE:TM), Graco Inc. (NYSE:GGG), Kadant Inc (NYSE:KAI), Wabtec Air Brake Technologies Corp. (NYSE:WAB), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), SPX Corporation (NYSE:SPXC), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Kroger Company (The) (NYSE:KR), Honeywell International Inc. (NYSE:HON), Procter & Gamble Company (The) (NYSE:PG), Coca-Cola Company (The) (NYSE:KO), Woodward, Inc. (NASDAQ:WWD), Siemens AG (OTCMKTS:SIEGY), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), FedEx Corporation (NYSE:FDX), Deutsche Post AG ADR (OTCMKTS:DPSGY), United Parcel Service, Inc. (NYSE:UPS), TriMas Corporation (NASDAQ:TRS), RBC Bearings Incorporated (NASDAQ:ROLL), Safran ADR (OTCMKTS:SAFRY), Mitsubishi Corp. (OTCMKTS:MSBHF), Graham Corporation (NYSE:GHM), Standex International Corporation (NYSE:SXI), Wrap Technologies, Inc. (NASDAQ:WRAP), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Raytheon Technologies Corp. (NYSE:RTX), Telos Corp. (NASDAQ:TLS)

Alternative Energy & Utilities

January 22, 2021

Buy ($175)

Companies covered: Enviva Partners LP (NYSE:EVA), Itron, Inc. (NASDAQ:ITRI), Primo Water Corporation (NASDAQ:PRMW), Energy Recovery, Inc. (NASDAQ:ERII), American Superconductor Corporation (NASDAQ:AMSC), Valmont Industries, Inc. (NYSE:VMI), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Brookfield Renewable Partners LP (NYSE:BEP), Eversource Energy (NYSE:ES), Avangrid (NYSE:AGR), Plug Power, Inc. (NASDAQ:PLUG), Ballard Power Systems, Inc. (NASDAQ:BLDP), Tesla Motors, Inc. (NASDAQ:TSLA), Panasonic Corporation (OTCMKTS:PCRFY), Albemarle Corporation (NYSE:ALB), General Electric Company (NYSE:GE), Vestas Wind Systems (OTCMKTS:VWDRY), Siemens AG (OTCMKTS:SIEGY), PNM Resources, Inc. (Holding Co.) (NYSE:PNM), Iberdrola SA (ADR) (OTCMKTS:IBDRY), Hubbell Incorporated (NYSE: HUBB), Brookfield Renewable Corp. (NYSE:BEPC), Livent Corp. (NYSE:LTHM), Eos Energy Enterprises Inc. (NASDAQ:EOSE), LG Chem Ltd. (KRX:051910), Nel ASA (OTCMKTS:NLLSF), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Pinnacle West Capital Corporation (NYSE:PNW), SunPower Corporation (NASDAQ:SPWR), Hawaiian Electric Industries, Inc. (NYSE:HE), Entergy Corporation (NYSE:ETR), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), SusGlobal Energy Corp. (OTCMKTS:SNRG), Orion Energy Systems, Inc. (NASDAQ:OESX), Yield10 Bioscience, Inc. (NASDAQ:YTEN), Renewable Energy Group, Inc. (NASDAQ:REGI), Neste Oyj (OTCMKTS:NTOIF), Exxon Mobil Corporation (NYSE:XOM), Waste Management, Inc. (NYSE:WM), Republic Services, Inc. (NYSE:RSG), Waste Connections, Inc. (NYSE:WCN), Clean Harbors, Inc. (NYSE:CLH), US Ecology, Inc. (NASDAQ:ECOL), Harsco Corporation (NYSE:HSC), GFL Environmental Inc. (TSE:GFL), Casella Waste Systems, Inc. (NASDAQ:CWST), Evoqua Water Technologies Corp. (NYSE:AQUA), Charah Solutions Inc. (NYSE:CHRA)

Industrial Equipment, Aerospace and Defense

October 16, 2020

Buy ($175)

Companies covered: NAPCO Security Technologies, Inc. (NASDAQ:NSSC), Wrap Technologies, Inc. (NASDAQ:WRAP), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Graham Corporation (NYSE:GHM), Allied Motion Technologies, Inc. (NASDAQ:AMOT), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), AAR Corp. (NYSE:AIR), Alaska Air Group, Inc. (NYSE:ALK), JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Southwest Airlines Company (NYSE:LUV), Delta Air Lines, Inc. (NYSE:DAL), Zoom Video Communications (NASDAQ:ZM), United Airlines Holdings (NASDAQ:UAL), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Amazon.com, Inc. (NASDAQ:AMZN), General Electric Company (NYSE:GE), TriMas Corporation (NASDAQ:TRS), SPX Corporation (NYSE:SPXC), Kadant Inc (NYSE:KAI), BP p.l.c. (NYSE:BP), Royal Dutch Shell PLC (NYSE:RDS/A), Total SE (NYSE:TOT), General Dynamics Corporation (NYSE:GD), Textron Inc. (NYSE:TXT), Transdigm Group Incorporated (NYSE:TDG), Howmet Aerospace (NYSE:HWM), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Alphabet Inc (NASDAQ:GOOG), Siemens AG (OTCMKTS:SIEGY), Raytheon Technologies Corp. (NYSE:RTX), Rockwell Automation, Inc. (NYSE:ROK), Komatsu Ltd. (OTCMKTS:KMTUY), Heico Corporation (NYSE:HEI), MakerBot Industries, LLC, American Superconductor Corporation (NASDAQ:AMSC)