Is BMO Capital a reliable analyst?

In short — Over 1 year, 66.8% of BMO Capital's targets proved profitable, for an average gain of +15.6% per call (all calls, winners and losers) — i.e. +4.1% vs its sector, across 1700 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

66.8%profitable calls

+15.6%avg gain / call

+4.1%vs sector

1700scored calls

In which sectors is BMO Capital reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

327

72.2%

+24.0%

+25.2%

-1.4% (40)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
Q	▲ Outperform	Jul 6, 26	Jul 6, 27	$146.68	🎯$185	$140.54	+26%	-4% so far
ORCL	▲ Outperform	Jun 11, 26	Jun 11, 27	$184.1	🎯$220	$141.6	+20%	-23% so far
CRWD	▲ Outperform	Jun 4, 26	Jun 4, 27	$179.77	🎯$745	$194.62	+314%	+8% so far
PANW	▲ Outperform	Jun 3, 26	Jun 3, 27	$279.25	🎯$335	$337.04	+20%	+21% so far
CRM	▲ Outperform	May 28, 26	May 28, 27	$191.1	🎯$215	$169.52	+13%	-11% so far
INTU	▲ Outperform	May 21, 26	May 21, 27	$319.94	🎯$412	$281.17	+29%	-12% so far
MSFT	▲ Outperform	Apr 28, 26	Apr 28, 27	$429.25	🎯$505	$388.84	+18%	-9% so far
NOW	▲ Outperform	Apr 23, 26	Apr 23, 27	$84.78	🎯$115	$110.73	+36%	+31% so far

Sample (0 recent finished + 8 in progress) of 327 calls.

▸ Comm.

101

58.4%

+18.2%

+22.5%

+14.8% (11)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTWO	▲ Outperform	Jun 25, 26	Jun 25, 27	$238.53	🎯$285	$257.79	+19%	+8% so far
GOOGL	▲ Outperform	Apr 22, 26	Apr 22, 27	$338.89	🎯$410	$367.03	+21%	+8% so far
TTD	▲ Outperform	Feb 26, 26	Feb 26, 27	$23.82	🎯$55	$19.18	+131%	-19% so far
NFLX	▲ Outperform	Jan 21, 26	Jan 21, 27	$85.36	🎯$135	$76.18	+58%	-11% so far
GOOGL	▲ Outperform	Dec 16, 25	Dec 16, 26	$296.72	🎯$343	$367.03	+16%	+24% so far
TTWO	▲ Outperform	Nov 7, 25	Nov 7, 26	$232	🎯$275	$257.79	+19%	+11% so far
GOOGL	▲ Outperform	Oct 9, 25	Oct 9, 26	$236.57	🎯$294	$367.03	+24%	+55% so far
TTD	▲ Outperform	Aug 8, 25	Aug 8, 26	$54.23	🎯$98	$19.18	+81%	-65% so far

Sample (0 recent finished + 8 in progress) of 101 calls.

▸ Industry

138

71.7%

+17.9%

+21.4%

+18.4% (32)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DAL	▲ Outperform	Jul 2, 26	Jul 2, 27	$91.68	🎯$105	$88.63	+15%	-3% so far
UAL	▲ Outperform	Jul 2, 26	Jul 2, 27	$132.5	🎯$157.5	$128.31	+19%	-3% so far
LUV	▲ Outperform	Jul 2, 26	Jul 2, 27	$50.81	🎯$58.5	$49.43	+15%	-3% so far
TDG	▲ Outperform	Jul 2, 26	Jul 2, 27	$1346.12	🎯$1525	$1329.63	+13%	-1% so far
JBHT	▲ Outperform	Jun 5, 26	Jun 5, 27	$284.95	🎯$320	$275	+12%	-3% so far
UAL	▲ Outperform	Apr 23, 26	Apr 23, 27	$91.25	🎯$130	$128.31	+42%	+41% so far
GEV	▲ Outperform	Apr 23, 26	Apr 23, 27	$1149.53	🎯$1250	$1077.08	+9%	-6% so far
JBHT	▲ Outperform	Apr 16, 26	Apr 16, 27	$245.08	🎯$250	$275	+2%	+12% so far

Sample (0 recent finished + 8 in progress) of 138 calls.

▸ Utilities

193

73.1%

+17.6%

+1.8% (49)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PPL	▲ Outperform	Jun 5, 26	Jun 5, 27	$35.74	🎯$39	$36.39	+9%	+2% so far
CMS	▲ Outperform	Jun 4, 26	Jun 4, 27	$70.36	🎯$81	$77.02	+15%	+9% so far
SRE	▲ Outperform	May 11, 26	May 11, 27	$93.41	🎯$103	$94.59	+10%	+1% so far
PPL	▲ Outperform	May 11, 26	May 11, 27	$36.24	🎯$40	$36.39	+10%	+0% so far
CMS	▲ Outperform	May 11, 26	May 11, 27	$73.19	🎯$82	$77.02	+12%	+5% so far
NEE	▲ Outperform	Apr 27, 26	Apr 27, 27	$96.51	🎯$104	$88.47	+8%	-8% so far
XEL	▲ Outperform	Apr 22, 26	Apr 22, 27	$79.48	🎯$94	$80.67	+18%	+1% so far
CMS	▲ Outperform	Apr 17, 26	Apr 17, 27	$77.04	🎯$85	$77.02	+10%	+0% so far

Sample (0 recent finished + 8 in progress) of 193 calls.

▸ Finance

232

69%

+14.4%

+13.9%

+11.1% (37)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SPGI	▲ Outperform	Jul 7, 26	Jul 7, 27	$443.46	🎯$505	$443.46	+14%	+0% so far
WTW	▲ Outperform	May 1, 26	May 1, 27	$256.34	🎯$300	$293.9	+17%	+15% so far
PRU	▼ Underperform	Apr 23, 26	Apr 23, 27	$94.35	🎯$87	$115.47	-8%	+22% so far
IBKR	▲ Outperform	Apr 22, 26	Apr 22, 27	$75.9	🎯$93	$94.57	+23%	+25% so far
V	▲ Outperform	Apr 22, 26	Apr 22, 27	$308.88	🎯$365	$352.2	+18%	+14% so far
MA	▲ Outperform	Apr 22, 26	Apr 22, 27	$502.38	🎯$605	$531.62	+20%	+6% so far
TRV	▲ Outperform	Apr 20, 26	Apr 20, 27	$301.42	🎯$314	$343.73	+4%	+14% so far
IVZ	▲ Outperform	Apr 10, 26	Apr 10, 27	$23.58	🎯$28	$27.4	+19%	+16% so far

Sample (0 recent finished + 8 in progress) of 232 calls.

▸ Energy

51.4%

+7.8%

+13.0%

+13.5% (14)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SLB	▲ Outperform	Apr 27, 26	Apr 27, 27	$55.65	🎯$63	$46.42	+13%	-17% so far
BKR	▲ Outperform	Apr 27, 26	Apr 27, 27	$67.67	🎯$80	$54.47	+18%	-20% so far
VLO	▲ Outperform	Apr 6, 26	Apr 6, 27	$251.49	🎯$270	$266.22	+7%	+6% so far
EQT	▲ Outperform	Mar 27, 26	Mar 27, 27	$67.55	🎯$76	$51.76	+13%	-23% so far
MPC	▲ Outperform	Feb 9, 26	Feb 9, 27	$204.15	🎯$225	$266.33	+10%	+30% so far
COP	▲ Outperform	Feb 6, 26	Feb 6, 27	$108.7	🎯$115	$108.44	+6%	+0% so far
BKR	▲ Outperform	Jan 27, 26	Jan 27, 27	$56.5	🎯$65	$54.47	+15%	-4% so far
SLB	▲ Outperform	Jan 26, 26	Jan 26, 27	$49.7	🎯$55	$46.42	+11%	-7% so far

Sample (0 recent finished + 8 in progress) of 35 calls.

▸ Health

195

68.2%

+14.2%

+12.5%

+9.4% (12)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
REGN	▲ Outperform	May 18, 26	May 18, 27	$630.3	🎯$730	$676.23	+16%	+7% so far
MRK	▲ Outperform	Dec 18, 25	Dec 18, 26	$100.69	🎯$130	$128.86	+29%	+28% so far
REGN	▲ Outperform	Dec 4, 25	Dec 4, 26	$722.8	🎯$850	$676.23	+18%	-6% so far
LLY	▲ Outperform	Dec 4, 25	Dec 4, 26	$1014.49	🎯$1200	$1235.56	+18%	+22% so far
AMGN	▲ Outperform	Dec 3, 25	Dec 3, 26	$345.42	🎯$372	$368.1	+8%	+7% so far
IQV	▲ Outperform	Nov 13, 25	Nov 13, 26	$223.55	🎯$260	$208.23	+16%	-7% so far
LLY	▲ Outperform	Nov 6, 25	Nov 6, 26	$937.44	🎯$1100	$1235.56	+17%	+32% so far
ABBV	▲ Outperform	Sep 12, 25	Sep 12, 26	$218.34	🎯$240	$254.65	+10%	+17% so far

Sample (0 recent finished + 8 in progress) of 195 calls.

▸ Materials

128

63.3%

+14.2%

+11.8%

+8.4% (25)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SHW	▲ Outperform	Jul 6, 26	Jul 6, 27	$349.13	🎯$400	$342.26	+15%	-2% so far
PPG	▲ Outperform	Jul 6, 26	Jul 6, 27	$124.04	🎯$138	$120.22	+11%	-3% so far
PPG	▲ Outperform	Jun 15, 26	Jun 15, 27	$120.65	🎯$140	$120.22	+16%	+0% so far
SHW	▲ Outperform	Jun 4, 26	Jun 4, 27	$300.09	🎯$355	$342.26	+18%	+14% so far
MOS	▲ Outperform	May 21, 26	May 21, 27	$22.51	🎯$31	$21.12	+38%	-6% so far
NUE	▲ Outperform	Apr 28, 26	Apr 28, 27	$225.11	🎯$235	$227.42	+4%	+1% so far
NEM	▲ Outperform	Apr 24, 26	Apr 24, 27	$116.08	🎯$145	$95.06	+25%	-18% so far
STLD	▲ Outperform	Apr 22, 26	Apr 22, 27	$225.05	🎯$240	$229.62	+7%	+2% so far

Sample (0 recent finished + 8 in progress) of 128 calls.

▸ Cons. disc.

145

62.8%

+9.7%

+9.5%

-2.6% (20)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AZO	▲ Outperform	May 27, 26	May 27, 27	$3027.48	🎯$4000	$3074.86	+32%	+2% so far
DPZ	▲ Outperform	Apr 28, 26	Apr 28, 27	$340.46	🎯$450	$313.14	+32%	-8% so far
AMZN	▲ Outperform	Apr 23, 26	Apr 23, 27	$255.08	🎯$315	$245.98	+23%	-4% so far
AZO	▲ Outperform	Mar 4, 26	Mar 4, 27	$3742.02	🎯$4300	$3074.86	+15%	-18% so far
BKNG	▲ Outperform	Feb 19, 26	Feb 19, 27	$160.3	🎯$6200	$181.95	+3768%	+14% so far
AMZN	▲ Outperform	Feb 6, 26	Feb 6, 27	$210.32	🎯$310	$245.98	+47%	+17% so far
MAR	▲ Outperform	Jan 9, 26	Jan 9, 27	$328.18	🎯$370	$380.75	+13%	+16% so far
AMZN	▲ Outperform	Dec 16, 25	Dec 16, 26	$221.27	🎯$304	$245.98	+37%	+11% so far

Sample (0 recent finished + 8 in progress) of 145 calls.

▸ Cons. staples

118

59.3%

+9.1%

+8.4%

-0.7% (10)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STZ	▲ Outperform	Jul 2, 26	Jul 2, 27	$130.68	🎯$190	$131.76	+45%	+1% so far
CASY	▲ Outperform	Jun 29, 26	Jun 29, 27	$780.24	🎯$950	$801.99	+22%	+3% so far
BG	▲ Outperform	Mar 11, 26	Mar 11, 27	$125.83	🎯$135	$110.91	+7%	-12% so far
COST	▲ Outperform	Mar 6, 26	Mar 6, 27	$1005.3	🎯$1315	$947.5	+31%	-6% so far
DLTR	▼ Underperform	Feb 13, 26	Feb 13, 27	$126.06	🎯$95	$122.65	-25%	-3% so far
TSN	▲ Outperform	Feb 3, 26	Feb 3, 27	$65	🎯$73	$58.82	+12%	-10% so far
TSN	▲ Outperform	Jan 8, 26	Jan 8, 27	$57.37	🎯$67	$58.82	+17%	+3% so far
WMT	▲ Outperform	Nov 21, 25	Nov 21, 26	$105.32	🎯$125	$111.54	+19%	+6% so far

Sample (0 recent finished + 8 in progress) of 118 calls.

▸ Real estate

54.5%

+2.7%

+0.1%

-2.6% (12)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PLD	▲ Outperform	Jun 29, 26	Jun 29, 27	$138.89	🎯$158	$143.61	+14%	+3% so far
DOC	▲ Outperform	Jun 15, 26	Jun 15, 27	$20.09	🎯$24	$21.93	+19%	+9% so far
PLD	▲ Outperform	May 7, 26	May 7, 27	$142.29	🎯$162	$143.61	+14%	+1% so far
EQIX	▲ Outperform	Feb 12, 26	Feb 12, 27	$956.19	🎯$1050	$1022.93	+10%	+7% so far
MAA	▲ Outperform	Jan 9, 26	Jan 9, 27	$135.9	🎯$158	$141.71	+16%	+4% so far
ARE	▲ Outperform	Dec 4, 25	Dec 4, 26	$46.59	🎯$60	$49.41	+29%	+6% so far
EQIX	▲ Outperform	Dec 3, 25	Dec 3, 26	$732.72	🎯$900	$1022.93	+23%	+40% so far
AMT	▲ Outperform	Oct 29, 25	Oct 29, 26	$179.08	🎯$215	$165.25	+20%	-8% so far

Sample (0 recent finished + 8 in progress) of 88 calls.

The stocks BMO Capital covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ NVDA Nvidia

87.5%

+118.0%

+144.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Outperform	Nov 22, 23	Nov 21, 24	$47.78	🎯$650	$141.91	+1260%	+197.1%
NVDA	▲ Outperform	Aug 24, 23	Aug 23, 24	$47.16	🎯$600	$129.22	+1172%	+174.3%
NVDA	▲ Outperform	Aug 21, 23	Aug 20, 24	$45.67	🎯$550	$128.33	+1104%	+181.4%
NVDA	▲ Outperform	May 25, 23	May 24, 24	$37.98	🎯$450	$106.34	+1085%	+180.3%
NVDA	▲ Outperform	Mar 22, 23	Mar 21, 24	$26.47	🎯$305	$91.32	+1052%	+245.5%
NVDA	▲ Outperform	Feb 23, 23	Feb 23, 24	$23.66	🎯$255	$78.79	+978%	+233.1%
NVDA	▲ Outperform	Feb 21, 23	Feb 21, 24	$20.66	🎯$240	$67.56	+1062%	+226.7%
NVDA	▲ Outperform	Sep 21, 22	Sep 21, 23	$13.26	🎯$210	$40.97	+1484%	+209.3%

Sample (8 recent finished + 0 in progress) of 16 calls.

▸ GEV GE Vernova

100%

+137.8%

+58.4% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Outperform	Apr 23, 26	Apr 23, 27	$1149.53	🎯$1250	$1077.08	+9%	-6% so far
GEV	▲ Outperform	Dec 10, 25	Dec 10, 26	$723	🎯$780	$1077.08	+8%	+49% so far
GEV	▲ Outperform	Oct 23, 25	Oct 23, 26	$595.15	🎯$710	$1077.08	+19%	+81% so far
GEV	▲ Outperform	Jul 24, 25	Jul 24, 26	$644.59	🎯$690	$1077.08	+7%	+67% so far
GEV	▲ Outperform	Jul 8, 25	Jul 8, 26	$535.77	🎯$590	$1077.08	+10%	+101% so far
GEV	▲ Outperform	May 30, 25	May 30, 26	$485.16	🎯$522	$950.91	+8%	+95.9%
GEV	▲ Outperform	Apr 9, 25	Apr 9, 26	$326.81	🎯$381	$967.36	+17%	+196.2%
GEV	▲ Outperform	Mar 3, 25	Mar 3, 26	$315.98	🎯$420	$840.51	+33%	+166.5%

▸ VST Vistra Corp.

83.3%

+122.9%

-16.6% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VST	▲ Outperform	Jan 12, 26	Jan 12, 27	$172.58	🎯$244	$155.73	+41%	-10% so far
VST	▲ Outperform	Jan 6, 26	Jan 6, 27	$169.53	🎯$230	$155.73	+36%	-8% so far
VST	▲ Outperform	Nov 7, 25	Nov 7, 26	$191	🎯$245	$155.73	+28%	-18% so far
VST	▲ Outperform	Oct 3, 25	Oct 3, 26	$200.41	🎯$236	$155.73	+18%	-22% so far
VST	▲ Outperform	Aug 12, 25	Aug 12, 26	$205.28	🎯$229	$155.73	+12%	-24% so far
VST	▲ Outperform	Jan 22, 25	Jan 22, 26	$191.89	🎯$191	$159.27	+0%	-16.6%
VST	▲ Outperform	Oct 29, 24	Oct 29, 25	$126.66	🎯$147	$198.86	+16%	+57.4%
VST	▲ Outperform	Oct 4, 24	Oct 4, 25	$131.27	🎯$146	$200.84	+11%	+52.7%

Sample (3 recent finished + 5 in progress) of 12 calls.

▸ DXCM Dexcom

100%

+96.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DXCM	▲ Outperform	Sep 3, 19	Sep 2, 20	$43.06	🎯$190	$111.96	+341%	+159.9%
DXCM	▲ Outperform	May 2, 19	May 1, 20	$30.74	🎯$172	$88.22	+460%	+186.7%
DXCM	▲ Outperformer	Aug 2, 18	Aug 2, 19	$31.17	🎯$125	$36.16	+301%	+15.7%
DXCM	▲ Outperformer	May 3, 18	May 3, 19	$20.95	🎯$86	$30.8	+311%	+46.7%
DXCM	▲ Outperformer	Aug 2, 17	Aug 2, 18	$17.68	🎯$90	$30.76	+409%	+74.3%

▸ AVGO Broadcom

75%

+46.0%

+72.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Outperform	Sep 1, 23	Aug 31, 24	$87.25	🎯$1000	$152.69	+1046%	+75.1%
AVGO	▲ Outperform	May 30, 23	May 29, 24	$80.8	🎯$890	$136.55	+1001%	+68.8%
AVGO	▲ Outperform	Sep 2, 22	Sep 2, 23	$50.02	🎯$650	$87.03	+1199%	+74.4%
AVGO	▲ Outperform	Dec 10, 21	Dec 10, 22	$62.17	🎯$675	$55.95	+986%	-10.5%
AVGO	▲ Outperform	Mar 16, 20	Mar 16, 21	$18.76	🎯$330	$47.84	+1659%	+154.9%
AVGO	▲ Outperform	Mar 12, 18	Mar 12, 19	$26.28	🎯$345	$27.07	+1213%	+2.6%
AVGO	▲ Outperform	Nov 20, 17	Nov 20, 18	$27.49	🎯$330	$22.82	+1100%	-17.2%
AVGO	▲ Outperform	Jul 16, 15	Jul 15, 16	$13.47	🎯$185	$16.16	+1273%	+19.6%

▸ FCX Freeport-McMoRan

80%

+72.7%

+68.8%

+48.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Outperform	Nov 19, 25	Nov 19, 26	$41.25	🎯$47	$59.33	+14%	+44% so far
FCX	▲ Outperform	Sep 24, 25	Sep 24, 26	$35.34	🎯$48	$59.33	+36%	+68% so far
FCX	▲ Outperform	Jul 24, 25	Jul 24, 26	$44.89	🎯$54	$59.33	+20%	+32% so far
FCX	▲ Outperform	Jan 24, 25	Jan 24, 26	$36.67	🎯$50	$61.24	+36%	+66.8%
FCX	▲ Outperform	Oct 20, 23	Oct 19, 24	$33.51	🎯$45	$47.92	+34%	+43.1%
FCX	▲ Outperform	Apr 22, 22	Apr 22, 23	$41.65	🎯$56	$39.57	+34%	-5.1%
FCX	▲ Outperform	Jul 24, 20	Jul 24, 21	$13.56	🎯$17	$36.61	+25%	+170.3%
FCX	▲ Outperform	Dec 17, 19	Dec 16, 20	$12.96	🎯$17	$24.36	+31%	+88.2%

▸ CRWD CrowdStrike

100%

+67.2%

+60.9% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Outperform	Jun 4, 26	Jun 4, 27	$179.77	🎯$745	$194.62	+314%	+8% so far
CRWD	▲ Outperform	Mar 4, 26	Mar 4, 27	$101.92	🎯$500	$194.62	+391%	+91% so far
CRWD	▲ Outperform	Dec 3, 25	Dec 3, 26	$131.04	🎯$555	$194.62	+324%	+49% so far
CRWD	▲ Outperform	Sep 18, 25	Sep 18, 26	$125.64	🎯$500	$194.62	+298%	+55% so far
CRWD	▲ Outperform	Aug 28, 25	Aug 28, 26	$110.5	🎯$450	$194.62	+307%	+76% so far
CRWD	▲ Outperform	Aug 25, 25	Aug 25, 26	$104.4	🎯$460	$194.62	+341%	+86% so far
CRWD	▲ Outperform	Mar 5, 25	Mar 5, 26	$91.36	🎯$405	$106.89	+343%	+16.6%
CRWD	▲ Outperform	Nov 27, 24	Nov 27, 25	$86.9	🎯$380	$126.87	+337%	+46.5%

Sample (2 recent finished + 6 in progress) of 14 calls.

▸ BLDR Builders FirstSource

75%

+66.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BLDR	▲ Outperform	Nov 9, 22	Nov 9, 23	$65.08	🎯$80	$124.3	+23%	+91%
BLDR	▲ Outperform	May 17, 22	May 17, 23	$62.99	🎯$90	$122.2	+43%	+94.2%
BLDR	▲ Outperform	Dec 8, 21	Dec 8, 22	$77.75	🎯$92	$65.31	+18%	-15.9%
BLDR	▲ Outperform	Jan 14, 21	Jan 14, 22	$40.25	🎯$50	$78.49	+24%	+95.5%

▸ DASH DoorDash

83.3%

+64.3%

-27.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DASH	▲ Outperform	Aug 7, 25	Aug 7, 26	$270.99	🎯$288	$195.72	+6%	-28% so far
DASH	▲ Outperform	Feb 12, 25	Feb 12, 26	$205.64	🎯$240	$160.4	+17%	-22%
DASH	▲ Outperform	Oct 31, 24	Oct 31, 25	$156.7	🎯$180	$253.85	+15%	+62.3%
DASH	▲ Outperform	Aug 2, 24	Aug 2, 25	$121.3	🎯$140	$258.37	+15%	+112.7%
DASH	▲ Outperform	May 2, 24	May 2, 25	$113.81	🎯$127	$204.86	+12%	+80.5%
DASH	▲ Outperform	Feb 16, 24	Feb 15, 25	$115.48	🎯$138	$212.48	+20%	+83.6%
DASH	▲ Outperform	Jan 9, 24	Jan 8, 25	$103.05	🎯$120	$174.15	+16%	+68.6%

▸ KKR KKR & Co.

83.3%

+57.0%

+61.0%

-9.2% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KKR	▲ Outperform	Mar 24, 26	Mar 24, 27	$88.91	🎯$106	$95.14	+19%	+7% so far
KKR	▲ Outperform	Oct 3, 25	Oct 3, 26	$127.65	🎯$148	$95.14	+16%	-25% so far
KKR	▲ Outperform	Aug 8, 23	Aug 7, 24	$61.19	🎯$74	$108.92	+21%	+77.8%
KKR	▲ Outperform	May 9, 23	May 8, 24	$49.01	🎯$65	$99.49	+33%	+103.4%
KKR	▲ Outperform	Aug 4, 21	Aug 4, 22	$66.03	🎯$83	$53.48	+26%	-19.4%
KKR	▲ Outperform	May 7, 20	May 7, 21	$26.66	🎯$39	$57.05	+46%	+114.1%
KKR	▲ Outperform	Feb 3, 20	Feb 2, 21	$32.6	🎯$43	$42.05	+32%	+29.1%
KKR	▲ Outperform	Oct 8, 19	Oct 7, 20	$25.7	🎯$40	$35.21	+56%	+37.2%

▸ DE Deere & Company

100%

+35.0%

+60.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DE	▲ Outperform	Jan 25, 21	Jan 25, 22	$296.01	🎯$400	$372.97	+35%	+25.8%
DE	▲ Outperform	Aug 17, 20	Aug 17, 21	$192.99	🎯$235	$376.33	+22%	+95%
DE	▲ Outperform	Dec 2, 19	Dec 1, 20	$165.29	🎯$180	$254.55	+9%	+54.4%
DE	▲ Outperform	Feb 21, 18	Feb 21, 19	$162.09	🎯$195	$162.09	+20%	+0.5%
DE	▲ Outperform	Nov 28, 17	Nov 28, 18	$149.38	🎯$165	$152.37	+10%	+1.8%
DE	▲ Outperform	Aug 16, 17	Aug 16, 18	$126.63	🎯$150	$136.76	+18%	+8.5%
DE	▲ Outperform	Nov 23, 16	Nov 23, 17	$103.92	🎯$120	$145.49	+15%	+40%
DE	▲ Outperform	May 24, 16	May 24, 17	$79.64	🎯$96	$122.65	+21%	+54.2%

▸ EBAY eBay Inc.

50%

+14.6%

+54.7%

+25.0% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EBAY	▲ Outperform	Jul 31, 25	Jul 31, 26	$91.75	🎯$102	$114.71	+11%	+25% so far
EBAY	▲ Outperform	Apr 30, 20	Apr 30, 21	$39.25	🎯$46	$58.09	+17%	+48.2%
EBAY	▲ Outperform	Jan 29, 20	Jan 28, 21	$35.06	🎯$43	$56.45	+23%	+61.2%
EBAY	▲ Outperform	Apr 24, 19	Apr 23, 20	$38.52	🎯$46	$37.75	+19%	-1.6%
EBAY	▲ Outperform	Jul 20, 18	Jul 20, 19	$34.2	🎯$53	$40.7	+55%	+18.9%
EBAY	▲ Outperform	Feb 1, 18	Feb 1, 19	$44.3	🎯$55	$35	+24%	-20.9%
EBAY	▲ Outperform	Dec 4, 17	Dec 4, 18	$35.7	—	$29.27	—	-18%
EBAY	▲ Outperform	Feb 28, 13	Feb 28, 14	$23.03	🎯$64	$24.64	+178%	+7.4%

▸ DIS Walt Disney Company (The)

33.3%

+10.0%

+53.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DIS	▲ Outperform	May 6, 20	May 6, 21	$100.88	🎯$140	$181.58	+39%	+80.2%
DIS	▲ Outperform	Feb 5, 20	Feb 4, 21	$142.7	🎯$175	$181.23	+23%	+27%
DIS	▲ Outperform	May 7, 19	May 6, 20	$133.44	🎯$170	$101.41	+27%	-24.4%
DIS	▲ Outperform	Apr 10, 19	Apr 9, 20	$117.16	🎯$140	$104.27	+19%	-10.8%
DIS	▼ Underperform	Feb 8, 18	Feb 8, 19	$101.35	🎯$95	$111.49	-6%	-10%
DIS	▼ Underperform	Jan 18, 17	Jan 18, 18	$108.16	🎯$88	$110.32	-19%	-2.1%

▸ MSCI MSCI Inc.

100%

+50.0%

+51.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MSCI	▲ Outperform	Jul 8, 20	Jul 8, 21	$370.71	🎯$501	$552.36	+35%	+49.3%
MSCI	▲ Outperform	Apr 30, 20	Apr 30, 21	$319.94	🎯$346	$486.31	+8%	+52%
MSCI	▲ Outperform	Apr 1, 20	Apr 1, 21	$286.99	🎯$311	$441.96	+8%	+53.5%
MSCI	▲ Outperform	Nov 4, 19	Nov 3, 20	$245.79	🎯$268	$368.69	+9%	+50.3%
MSCI	▲ Outperform	Nov 5, 18	Nov 5, 19	$147.77	🎯$178	$240.87	+20%	+63.3%
MSCI	▲ Outperform	Jul 25, 18	Jul 25, 19	$176.25	🎯$198	$232.65	+12%	+31.6%

▸ STLD Steel Dynamics

33.3%

-0.3%

+43.9%

+28.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STLD	▲ Outperform	Apr 22, 26	Apr 22, 27	$225.05	🎯$240	$229.62	+7%	+2% so far
STLD	▲ Outperform	Oct 22, 25	Oct 22, 26	$148.56	🎯$167	$229.62	+12%	+55% so far
STLD	▲ Outperform	Mar 31, 25	Mar 31, 26	$125.08	🎯$145	$180.12	+16%	+43.9%
STLD	▲ Outperform	Jul 24, 19	Jul 23, 20	$32	🎯$40	$27.52	+25%	-13.9%
STLD	▲ Outperform	Oct 19, 18	Oct 19, 19	$41.5	🎯$53	$28.64	+28%	-31%

▸ ALB Albemarle Corporation

44.4%

+26.6%

+38.2%

+2.7% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ALB	▲ Outperform	Nov 19, 25	Nov 19, 26	$125.68	🎯$136	$129.02	+8%	+3% so far
ALB	▲ Outperform	Nov 7, 23	Nov 6, 24	$119.01	🎯$180	$99.97	+51%	-16%
ALB	▲ Outperform	May 5, 23	May 4, 24	$185.88	🎯$300	$130.12	+61%	-29.6%
ALB	▲ Outperform	Feb 17, 23	Feb 17, 24	$258.01	🎯$325	$113.52	+26%	-55.5%
ALB	▲ Outperform	Sep 13, 21	Sep 13, 22	$229.13	🎯$290	$297.87	+27%	+30.1%
ALB	▲ Outperform	Nov 6, 20	Nov 6, 21	$112.22	🎯$120	$278.31	+7%	+148.2%
ALB	▲ Outperform	Apr 6, 20	Apr 6, 21	$57	🎯$80	$143.64	+40%	+152.1%
ALB	▲ Outperform	Oct 25, 19	Oct 24, 20	$63.59	🎯$80	$94.75	+26%	+48.6%

Sample (7 recent finished + 1 in progress) of 9 calls.

▸ MU Micron Technology

77.8%

+37.0%

+37.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Outperform	Dec 18, 23	Dec 17, 24	$81.56	🎯$90	$108.47	+10%	+33.2%
MU	▲ Outperform	May 26, 23	May 25, 24	$73.93	🎯$80	$132.33	+8%	+79.5%
MU	▲ Outperform	Mar 27, 23	Mar 26, 24	$59.79	🎯$67	$118.98	+12%	+98.7%
MU	▲ Outperform	Sep 30, 22	Sep 30, 23	$50.1	🎯$70	$68.14	+40%	+35.7%
MU	▲ Outperform	Sep 19, 22	Sep 19, 23	$52.1	🎯$80	$70.86	+54%	+35.7%
MU	▲ Outperform	Jun 27, 22	Jun 27, 23	$58.78	🎯$85	$67.01	+45%	+13.6%
MU	▲ Outperform	Jun 30, 21	Jun 30, 22	$84.98	🎯$110	$55.24	+29%	-34.9%
MU	▲ Outperform	Sep 25, 19	Sep 24, 20	$49.47	🎯$60	$49.47	+21%	+0%

Sample (8 recent finished + 0 in progress) of 9 calls.

▸ NFLX Netflix

64.7%

+31.0%

+37.0%

-24.9% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Outperform	Jan 21, 26	Jan 21, 27	$85.36	🎯$135	$76.18	+58%	-11% so far
NFLX	▲ Outperform	Jul 15, 25	Jul 15, 26	$125.03	🎯$1425	$76.18	+1040%	-39% so far
NFLX	▲ Outperform	Apr 21, 25	Apr 21, 26	$104.03	🎯$1200	$93.63	+1054%	-10.4%
NFLX	▲ Outperform	Jan 22, 25	Jan 22, 26	$95.4	🎯$1175	$83.95	+1132%	-12.4%
NFLX	▲ Outperform	Jan 15, 25	Jan 15, 26	$84.83	🎯$1000	$88.22	+1079%	+3.8%
NFLX	▲ Outperform	Oct 18, 24	Oct 18, 25	$77.21	🎯$825	$123.54	+969%	+60.4%
NFLX	▲ Outperform	Apr 17, 24	Apr 17, 25	$61.06	🎯$713	$98.92	+1068%	+61.8%
NFLX	▲ Outperform	Jan 24, 24	Jan 23, 25	$56.2	🎯$638	$97.79	+1035%	+74%

Sample (6 recent finished + 2 in progress) of 17 calls.

▸ GILD Gilead Sciences

72.7%

+21.1%

+33.9%

+13.2% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GILD	▲ Outperform	Aug 8, 25	Aug 8, 26	$120.47	🎯$130	$136.36	+8%	+13% so far
GILD	▲ Outperform	Apr 17, 25	Apr 17, 26	$104.54	🎯$120	$137.99	+15%	+31.7%
GILD	▲ Outperform	Feb 12, 25	Feb 12, 26	$105.96	🎯$115	$154.7	+9%	+46.3%
GILD	▲ Outperform	Jan 29, 25	Jan 29, 26	$95.59	🎯$110	$139.56	+15%	+46%
GILD	▲ Outperform	Nov 7, 24	Nov 7, 25	$96.57	🎯$102	$117.82	+6%	+22.4%
GILD	▲ Outperform	Oct 17, 24	Oct 17, 25	$86.72	🎯$94	$123.14	+8%	+42%
GILD	▲ Outperform	Aug 9, 24	Aug 9, 25	$73.66	🎯$85	$120.8	+15%	+63.6%
GILD	▲ Outperform	May 16, 23	May 15, 24	$78.32	🎯$100	$67.36	+28%	-14.4%

Sample (7 recent finished + 1 in progress) of 11 calls.

▸ ARES Ares Management

100%

+33.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ARES	▲ Outperform	Apr 29, 22	Apr 29, 23	$67.62	🎯$87	$85.88	+29%	+26.6%
ARES	▲ Outperform	Feb 14, 22	Feb 14, 23	$78.64	🎯$97	$84.14	+23%	+6.7%
ARES	▲ Outperform	Aug 13, 21	Aug 13, 22	$74.49	🎯$85	$75.23	+14%	+1.3%
ARES	▲ Outperform	Jun 8, 21	Jun 8, 22	$59.12	🎯$68	$72.72	+15%	+22.7%
ARES	▲ Outperform	Oct 29, 20	Oct 29, 21	$42.3	🎯$47	$84.18	+11%	+98.6%
ARES	▲ Outperform	May 29, 20	May 29, 21	$37.76	🎯$47	$55.13	+24%	+46.4%

▸ LLY Lilly (Eli)

56.3%

+13.5%

+33.2%

+26.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LLY	▲ Outperform	Dec 4, 25	Dec 4, 26	$1014.49	🎯$1200	$1235.56	+18%	+22% so far
LLY	▲ Outperform	Nov 6, 25	Nov 6, 26	$937.44	🎯$1100	$1235.56	+17%	+32% so far
LLY	▲ Outperform	Aug 9, 24	Aug 9, 25	$891.68	🎯$1101	$633.09	+23%	-28.8%
LLY	▲ Outperform	Jul 3, 24	Jul 3, 25	$898.1	🎯$1001	$781.35	+11%	-13.1%
LLY	▲ Outperform	May 1, 24	May 1, 25	$755.91	🎯$1001	$823.94	+32%	+9%
LLY	▲ Outperform	Feb 7, 24	Feb 6, 25	$725.38	🎯$865	$870.46	+19%	+20%
LLY	▲ Outperform	Aug 9, 23	Aug 8, 24	$521.34	🎯$633	$891.49	+21%	+71%
LLY	▲ Outperform	May 4, 23	May 3, 24	$427.81	🎯$505	$765.78	+18%	+79.2%

Sample (6 recent finished + 2 in progress) of 16 calls.

▸ CVX Chevron Corporation

50%

+1.2%

+33.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CVX	▲ Outperform	Jul 12, 21	Jul 12, 22	$104.28	🎯$123	$138.69	+18%	+33.2%
CVX	▲ Outperform	Aug 21, 19	Aug 20, 20	$117.88	🎯$165	$84.87	+40%	-28%
CVX	▲ Outperform	Jan 11, 18	Jan 11, 19	$132.57	—	$112.68	—	-15.1%
CVX	▲ Outperform	Sep 13, 16	Sep 13, 17	$99.43	🎯$120	$114.34	+21%	+14.8%

▸ IP International Paper

66.7%

+9.0%

+32.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IP	▲ Outperform	Oct 12, 20	Oct 12, 21	$42.11	🎯$53	$55.59	+26%	+32.4%
IP	▲ Outperform	Jul 27, 18	Jul 27, 19	$49.95	🎯$66	$42.46	+32%	-14.6%
IP	▲ Outperform	Jan 25, 17	Jan 25, 18	$54.91	—	$59.85	—	+9.3%

▸ MAA Mid-America Apartment Communities

80%

+14.5%

+32.3%

+4.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MAA	▲ Outperform	Jan 9, 26	Jan 9, 27	$135.9	🎯$158	$141.71	+16%	+4% so far
MAA	▲ Outperform	Jun 8, 20	Jun 8, 21	$126.53	🎯$140	$167.02	+11%	+32.3%
MAA	▲ Outperform	Mar 25, 19	Mar 24, 20	$108.49	🎯$120	$88.96	+11%	-17.8%
MAA	▲ Outperform	Nov 30, 16	Nov 30, 17	$91.63	—	$102.63	—	+11.8%
MAA	▲ Outperform	Feb 5, 16	Feb 4, 17	$84.64	🎯$99	$98.18	+17%	+15.6%
MAA	▲ Outperform	Apr 8, 15	Apr 7, 16	$78.15	🎯$90	$101.6	+15%	+30.4%

▸ BKR Baker Hughes

66.7%

+32.1%

-0.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BKR	▲ Outperform	Apr 27, 26	Apr 27, 27	$67.67	🎯$80	$54.47	+18%	-20% so far
BKR	▲ Outperform	Jan 27, 26	Jan 27, 27	$56.5	🎯$65	$54.47	+15%	-4% so far
BKR	▲ Outperform	Jul 30, 25	Jul 30, 26	$45.05	🎯$53	$54.47	+18%	+21% so far
BKR	▲ Outperform	Oct 10, 24	Oct 10, 25	$37.7	🎯$45	$45.62	+19%	+20.7%
BKR	▲ Outperform	Feb 2, 23	Feb 2, 24	$31.39	🎯$36	$28.88	+15%	-7.6%
BKR	▲ Outperform	Apr 19, 21	Apr 19, 22	$20.03	🎯$26	$36.65	+30%	+83.4%

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.