Company Notes

March 17, 2022

Making a Bigger Commitment in Argentina

By Steven Fox

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March 17, 2022

Adding More Megatrend Insights

By Steven Fox

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March 17, 2022

An Important Investor Day Ahead

By Steven Fox

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March 16, 2022

More EPS Momentum

By Steven Fox

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March 16, 2022

First Look at FQ2 (Feb) Results and Outlook

By Steven Fox

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March 16, 2022

Stock Overreacts to Reset Bar

By Steven Fox

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March 14, 2022

Some Pre-Earnings Flight Path Thoughts

By Steven Fox

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March 10, 2022

Adds to Mega Trend Portfolio

By Steven Fox

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March 10, 2022

A Seriously De-Risked EPS Print Ahead

By Steven Fox

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March 9, 2022

Some Incremental FQ3E (Mar) Headwinds

By Steven Fox

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March 9, 2022

Optical Trade Show Booth Highlights Higher Margin Skills

By Steven Fox

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March 9, 2022

OFC Highlights Best in Class Position

By Steven Fox

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March 9, 2022

OFC Booth Highlights Product Breadth

By Steven Fox

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March 8, 2022

Calls Out Further EBITDA Momentum

By Steven Fox

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March 8, 2022

More Signs Pointing to Forecast Upside

By Steven Fox

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