Is Scotiabank a reliable analyst?

In short — Over 1 year, 59.5% of Scotiabank's targets proved profitable, for an average gain of +12.3% per call (all calls, winners and losers) — i.e. -0.2% vs its sector, across 311 timestamped calls replayed against real prices. JPI verdict: mixed reliability. An analyst can be good in one sector and poor in another — details below.

59.5%profitable calls

+12.3%avg gain / call

-0.2%vs sector

311scored calls

In which sectors is Scotiabank reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Comm.

75%

+21.9%

+22.5%

+9.2% (11)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOG	▲ Sector Outperform	Apr 30, 26	Apr 30, 27	$381.94	🎯$450	$363.62	+18%	-5% so far
TMUS	▲ Sector Outperform	Apr 29, 26	Apr 29, 27	$195.5	🎯$263	$184.73	+35%	-6% so far
VZ	▲ Sector Outperform	Mar 9, 26	Mar 9, 27	$50.45	🎯$54.5	$42.59	+8%	-16% so far
TMUS	▲ Sector Outperform	Feb 12, 26	Feb 12, 27	$219.5	🎯$266	$184.73	+21%	-16% so far
GOOG	▲ Sector Outperform	Feb 5, 26	Feb 5, 27	$323.1	🎯$400	$363.62	+24%	+13% so far
GOOG	▲ Sector Outperform	Jan 9, 26	Jan 9, 27	$332.73	🎯$375	$363.62	+13%	+9% so far
GOOG	▲ Sector Outperform	Oct 30, 25	Oct 30, 26	$281.82	🎯$336	$363.62	+19%	+29% so far
GOOG	▲ Sector Outperform	Oct 16, 25	Oct 16, 26	$253.79	🎯$310	$363.62	+22%	+43% so far

Sample (0 recent finished + 8 in progress) of 24 calls.

▸ Materials

51.9%

+21.9%

+21.6%

-7.9% (16)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CF	▲ Sector Outperform	Jun 30, 26	Jun 30, 27	$108.16	🎯$125	$114.94	+16%	+6% so far
FCX	▲ Sector Outperform	Jun 15, 26	Jun 15, 27	$70.15	🎯$77	$59.33	+10%	-15% so far
ALB	▲ Sector Outperform	May 14, 26	May 14, 27	$180.38	🎯$215	$129.02	+19%	-28% so far
MOS	▲ Sector Outperform	Apr 20, 26	Apr 20, 27	$24.2	🎯$33	$21.12	+36%	-13% so far
FCX	▲ Sector Outperform	Apr 14, 26	Apr 14, 27	$68.7	🎯$71	$59.33	+3%	-14% so far
NEM	▲ Sector Outperform	Mar 20, 26	Mar 20, 27	$98.14	🎯$151	$95.06	+54%	-3% so far
MOS	▲ Sector Outperform	Mar 2, 26	Mar 2, 27	$26.78	🎯$35	$21.12	+31%	-21% so far
FCX	▲ Sector Outperform	Feb 20, 26	Feb 20, 27	$65.55	🎯$72	$59.33	+10%	-9% so far

Sample (0 recent finished + 8 in progress) of 27 calls.

▸ Energy

58.9%

+19.2%

+20.9%

+22.0% (26)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMB	▲ Sector Outperform	May 12, 26	May 12, 27	$75.71	🎯$86	$75.08	+14%	-1% so far
TRGP	▲ Sector Outperform	May 12, 26	May 12, 27	$263.29	🎯$257	$273.81	-2%	+4% so far
VLO	▲ Sector Outperform	Apr 22, 26	Apr 22, 27	$233.83	🎯$226	$266.22	-3%	+14% so far
MPC	▲ Sector Outperform	Apr 22, 26	Apr 22, 27	$221.1	🎯$210	$266.33	-5%	+20% so far
XOM	▲ Sector Outperform	Apr 22, 26	Apr 22, 27	$150.53	🎯$163	$141.69	+8%	-6% so far
TRGP	▲ Sector Outperform	Apr 13, 26	Apr 13, 27	$239.28	🎯$249	$273.81	+4%	+14% so far
OKE	▲ Sector Outperform	Apr 13, 26	Apr 13, 27	$84.84	🎯$92	$90.67	+8%	+7% so far
WMB	▲ Sector Outperform	Apr 1, 26	Apr 1, 27	$72	🎯$85	$75.08	+18%	+4% so far

Sample (0 recent finished + 8 in progress) of 73 calls.

▸ Tech

46.5%

+11.4%

+21.0% (33)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DDOG	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$221.37	🎯$275	$256.81	+24%	+16% so far
ORCL	▲ Sector Outperform	Jun 11, 26	Jun 11, 27	$184.1	🎯$241	$141.6	+31%	-23% so far
CRWD	▲ Sector Outperform	Jun 4, 26	Jun 4, 27	$179.77	🎯$805	$194.62	+348%	+8% so far
PANW	▲ Sector Outperform	Jun 3, 26	Jun 3, 27	$280.43	🎯$320	$337.04	+14%	+20% so far
ORCL	▲ Sector Outperform	Jun 2, 26	Jun 2, 27	$230.33	🎯$290	$141.6	+26%	-39% so far
DDOG	▲ Sector Outperform	May 8, 26	May 8, 27	$202.32	🎯$225	$256.81	+11%	+27% so far
AKAM	▲ Sector Outperform	May 8, 26	May 8, 27	$153.01	🎯$180	$114.37	+18%	-25% so far
MSFT	▲ Sector Outperform	Apr 30, 26	Apr 30, 27	$407.78	🎯$550	$388.84	+35%	-5% so far

Sample (0 recent finished + 8 in progress) of 43 calls.

▸ Utilities

79.2%

+9.9%

+10.6%

-3.3% (19)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ETR	▲ Sector Outperform	Apr 30, 26	Apr 30, 27	$116.43	🎯$129	$115.19	+11%	-1% so far
CEG	▲ Sector Outperform	Apr 29, 26	Apr 29, 27	$313	🎯$441	$239.71	+41%	-23% so far
ES	▼ Sector Underperform	Apr 21, 26	Apr 21, 27	$66.82	🎯$63	$74.75	-6%	+12% so far
FE	▲ Sector Outperform	Feb 19, 26	Feb 19, 27	$50.2	🎯$56	$48.39	+12%	-4% so far
VST	▲ Sector Outperform	Jan 12, 26	Jan 12, 27	$171.42	🎯$293	$155.73	+71%	-9% so far
ES	▼ Sector Underperform	Nov 20, 25	Nov 20, 26	$64.55	🎯$63	$74.75	-2%	+16% so far
ES	▼ Sector Underperform	Nov 6, 25	Nov 6, 26	$73.04	🎯$64	$74.75	-12%	+2% so far
WEC	▲ Sector Outperform	Oct 31, 25	Oct 31, 26	$110.61	🎯$130	$117.68	+18%	+6% so far

Sample (0 recent finished + 8 in progress) of 48 calls.

▸ Industry

88.9%

+15.3%

+2.9%

+11.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WM	▲ Sector Outperform	Oct 29, 25	Oct 29, 26	$200.57	🎯$254	$237.21	+27%	+18% so far
WM	▲ Sector Outperform	Jul 31, 25	Jul 31, 26	$228.88	🎯$275	$237.21	+20%	+4% so far
WM	▲ Sector Outperform	Jun 27, 25	Jun 27, 26	$228.82	🎯$265	$224.24	+16%	-2.4%
WM	▲ Sector Outperform	Apr 9, 25	Apr 9, 26	$224.42	🎯$260	$233.4	+16%	+3.9%
WM	▲ Sector Outperform	Feb 3, 25	Feb 3, 26	$222.14	🎯$255	$226.58	+15%	+1.9%
WM	▲ Sector Outperform	Jan 27, 25	Jan 27, 26	$213.63	🎯$250	$230.72	+17%	+8.3%
UNP	▲ Outperform	Jan 8, 19	Jan 8, 20	$150.75	🎯$165	$179.39	+9%	+19.4%
NSC	▲ Sector Outperform	Jan 12, 18	Jan 12, 19	$154.34	—	$163.6	—	+6.1%

Sample (6 recent finished + 2 in progress) of 9 calls.

▸ Real estate

50%

+1.7%

+2.3%

+4.6% (35)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PSA	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$320.22	🎯$342	$328.69	+7%	+3% so far
O	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$60.58	🎯$67	$64.01	+11%	+6% so far
MAA	▼ Sector Underperform	Jun 18, 26	Jun 18, 27	$132.13	🎯$129	$141.71	-2%	+7% so far
ESS	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$276.28	🎯$290	$298.32	+5%	+8% so far
CPT	▼ Sector Underperform	Jun 18, 26	Jun 18, 27	$108.98	🎯$102	$117.58	-6%	+8% so far
BXP	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$64.7	🎯$70	$68.59	+8%	+6% so far
FRT	▲ Sector Outperform	May 19, 26	May 19, 27	$114.84	🎯$128	$122.11	+11%	+6% so far
ESS	▲ Sector Outperform	May 14, 26	May 14, 27	$268.53	🎯$282	$298.32	+5%	+11% so far

Sample (0 recent finished + 8 in progress) of 76 calls.

The stocks Scotiabank covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ SLB Schlumberger

66.7%

+57.7%

+88.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SLB	▲ Sector Outperform	Oct 19, 20	Oct 19, 21	$15.49	🎯$22	$34.7	+42%	+124.3%
SLB	▲ Sector Outperform	Jul 28, 20	Jul 28, 21	$19.15	🎯$21	$29.3	+10%	+53.1%
SLB	▲ Sector Outperform	May 12, 16	May 12, 17	$74.09	—	$71.13	—	-4.1%
SLB	▲ Sector Outperform	Oct 11, 12	Oct 11, 13	$72.42	—	$89.8	—	+24.3%

▸ GOOG Alphabet Inc. (Class C)

100%

+80.1%

+29.9% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOG	▲ Sector Outperform	Apr 30, 26	Apr 30, 27	$381.94	🎯$450	$363.62	+18%	-5% so far
GOOG	▲ Sector Outperform	Feb 5, 26	Feb 5, 27	$323.1	🎯$400	$363.62	+24%	+13% so far
GOOG	▲ Sector Outperform	Jan 9, 26	Jan 9, 27	$332.73	🎯$375	$363.62	+13%	+9% so far
GOOG	▲ Sector Outperform	Oct 30, 25	Oct 30, 26	$281.82	🎯$336	$363.62	+19%	+29% so far
GOOG	▲ Sector Outperform	Oct 16, 25	Oct 16, 26	$253.79	🎯$310	$363.62	+22%	+43% so far
GOOG	▲ Sector Outperform	Jul 22, 25	Jul 22, 26	$191.51	🎯$240	$363.62	+25%	+90% so far
GOOG	▲ Sector Outperform	Apr 21, 25	Apr 21, 26	$153.9	🎯$200	$337.04	+30%	+119.5%
GOOG	▲ Sector Outperform	Jan 24, 25	Jan 24, 26	$193.77	🎯$240	$333.28	+24%	+72.2%

▸ CRWD CrowdStrike

100%

+77.7%

+41.5% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Sector Outperform	Jun 4, 26	Jun 4, 27	$179.77	🎯$805	$194.62	+348%	+8% so far
CRWD	▲ Sector Outperform	Dec 3, 25	Dec 3, 26	$128.28	🎯$613	$194.62	+378%	+52% so far
CRWD	▲ Sector Outperform	Sep 25, 25	Sep 25, 26	$118.27	🎯$600	$194.62	+407%	+65% so far
CRWD	▲ Sector Outperform	Jun 5, 24	Jun 5, 25	$85.54	🎯$393	$115.48	+359%	+35.3%
CRWD	▲ Sector Outperform	Mar 6, 24	Mar 6, 25	$82.42	🎯$400	$83.24	+385%	+1.2%
CRWD	▲ Outperform	Sep 22, 23	Sep 21, 24	$39.98	🎯$186	$73.16	+365%	+83.3%
CRWD	▲ Sector Outperform	Jan 18, 23	Jan 18, 24	$24.96	🎯$132	$72.63	+429%	+191%

▸ FCX Freeport-McMoRan

60%

+54.9%

+4.2% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Sector Outperform	Jun 15, 26	Jun 15, 27	$70.15	🎯$77	$59.33	+10%	-15% so far
FCX	▲ Sector Outperform	Apr 14, 26	Apr 14, 27	$68.7	🎯$71	$59.33	+3%	-14% so far
FCX	▲ Sector Outperform	Feb 20, 26	Feb 20, 27	$65.55	🎯$72	$59.33	+10%	-9% so far
FCX	▲ Sector Outperform	Jan 26, 26	Jan 26, 27	$62.87	🎯$70	$59.33	+11%	-6% so far
FCX	▲ Sector Outperform	Nov 19, 25	Nov 19, 26	$41.25	🎯$47	$59.33	+14%	+44% so far
FCX	▲ Sector Outperform	Jul 9, 25	Jul 9, 26	$47.21	🎯$52	$59.33	+10%	+26% so far
FCX	▲ Sector Outperform	Jun 16, 25	Jun 16, 26	$41.91	🎯$48	$69.99	+15%	+67.4%
FCX	▲ Sector Outperform	Aug 19, 24	Aug 19, 25	$43.53	🎯$52	$41.35	+19%	-5.1%

Sample (2 recent finished + 6 in progress) of 10 calls.

▸ EQT EQT Corporation

100%

+44.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EQT	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$36.83	🎯$55	$58.19	+49%	+58.2%
EQT	▲ Sector Outperform	May 9, 24	May 9, 25	$38.93	🎯$54	$54.5	+39%	+40%
EQT	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$37.25	🎯$52	$49.92	+40%	+34.2%

▸ TRGP Targa Resources

85.7%

+38.9%

+40.2% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRGP	▲ Sector Outperform	May 12, 26	May 12, 27	$263.29	🎯$257	$273.81	-2%	+4% so far
TRGP	▲ Sector Outperform	Apr 13, 26	Apr 13, 27	$239.28	🎯$249	$273.81	+4%	+14% so far
TRGP	▲ Sector Outperform	Feb 24, 26	Feb 24, 27	$230.14	🎯$246	$273.81	+7%	+19% so far
TRGP	▲ Sector Outperform	Dec 17, 25	Dec 17, 26	$178.6	🎯$199	$273.81	+11%	+53% so far
TRGP	▲ Sector Outperform	Nov 13, 25	Nov 13, 26	$173.1	🎯$198	$273.81	+14%	+58% so far
TRGP	▲ Sector Outperform	Aug 14, 25	Aug 14, 26	$163.19	🎯$204	$273.81	+25%	+68% so far
TRGP	▲ Sector Outperform	Jul 15, 25	Jul 15, 26	$165.99	🎯$201	$273.81	+21%	+65% so far
TRGP	▲ Sector Outperform	Jun 5, 25	Jun 5, 26	$167.1	🎯$197	$264.02	+18%	+58.1%

▸ DDOG Datadog

100%

+37.6%

+59.7% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DDOG	▲ Sector Outperform	Jun 18, 26	Jun 18, 27	$221.37	🎯$275	$256.81	+24%	+16% so far
DDOG	▲ Sector Outperform	May 8, 26	May 8, 27	$202.32	🎯$225	$256.81	+11%	+27% so far
DDOG	▲ Sector Outperform	Feb 11, 26	Feb 11, 27	$127.33	🎯$160	$256.81	+26%	+102% so far
DDOG	▲ Sector Outperform	Jan 27, 26	Jan 27, 27	$138.21	🎯$180	$256.81	+30%	+86% so far
DDOG	▲ Sector Outperform	Nov 7, 25	Nov 7, 26	$199.72	🎯$217	$256.81	+9%	+29% so far
DDOG	▲ Sector Outperform	Aug 8, 25	Aug 8, 26	$128.83	🎯$150	$256.81	+16%	+99% so far
DDOG	▲ Sector Outperform	Apr 15, 25	Apr 15, 26	$91.88	🎯$125	$123.12	+36%	+34.4%
DDOG	▲ Sector Outperform	Nov 8, 24	Nov 8, 25	$124.45	🎯$133	$199.12	+7%	+60.5%

▸ EOG EOG Resources

100%

+36.0%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EOG	▲ Sector Outperform	Apr 11, 25	Apr 11, 26	$107.64	🎯$130	$136.7	+21%	+27.2%
EOG	▲ Sector Outperform	Apr 13, 23	Apr 12, 24	$121.29	🎯$145	$135.84	+20%	+11.5%
EOG	▲ Sector Outperform	Apr 15, 21	Apr 15, 22	$72.83	🎯$86	$123.08	+18%	+69.3%
EOG	▲ Outperform	Aug 23, 12	Aug 23, 13	$54.46	🎯$125	$78.42	+130%	+44.3%

▸ WELL Welltower

80%

+33.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WELL	▲ Sector Outperform	Sep 23, 24	Sep 23, 25	$127.6	🎯$133	$170.98	+4%	+34%
WELL	▲ Sector Outperform	Aug 7, 24	Aug 7, 25	$115.73	🎯$121	$167.81	+5%	+45.2%
WELL	▲ Sector Outperform	May 16, 24	May 16, 25	$100.95	🎯$108	$148.4	+7%	+47.3%
WELL	▲ Sector Outperform	Mar 4, 24	Mar 4, 25	$91.55	🎯$96	$154.72	+5%	+69.1%
WELL	▲ Sector Outperform	Apr 4, 22	Apr 4, 23	$97.67	🎯$110	$70.32	+13%	-27.9%

▸ PANW Palo Alto Networks

83.3%

+31.1%

+75.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PANW	▲ Sector Outperform	Jun 3, 26	Jun 3, 27	$280.43	🎯$320	$337.04	+14%	+20% so far
PANW	▲ Sector Outperform	Feb 18, 26	Feb 18, 27	$152.35	🎯$180	$337.04	+18%	+121% so far
PANW	▲ Sector Outperform	Aug 19, 25	Aug 19, 26	$181.56	🎯$228	$337.04	+26%	+86% so far
PANW	▲ Sector Outperform	Jan 21, 25	Jan 21, 26	$187.7	🎯$225	$182.07	+20%	-2.9%
PANW	▲ Sector Outperform	Jan 3, 25	Jan 3, 26	$179.5	🎯$200	$181.3	+11%	+1.5%
PANW	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$179.88	🎯$400	$183.48	+122%	+1.9%
PANW	▲ Sector Outperform	Aug 14, 24	Aug 14, 25	$171.63	🎯$385	$176.78	+124%	+3.2%
PANW	▲ Sector Outperform	Feb 21, 24	Feb 20, 25	$133.91	🎯$337	$191.49	+152%	+42.7%

▸ FANG Diamondback Energy

50%

+27.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FANG	▲ Sector Outperform	Oct 10, 24	Oct 10, 25	$194.96	🎯$225	$142.32	+15%	-27.1%
FANG	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$210.93	🎯$245	$141.32	+16%	-32.7%
FANG	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$206.34	🎯$255	$127.93	+24%	-38.1%
FANG	▲ Sector Outperform	Feb 13, 24	Feb 12, 25	$169.86	🎯$200	$156.27	+18%	-8.1%
FANG	▲ Sector Outperform	Mar 8, 22	Mar 8, 23	$130.05	🎯$160	$140.45	+23%	+7.6%
FANG	▲ Sector Outperform	May 21, 21	May 21, 22	$76.31	🎯$95	$135.83	+24%	+78.4%
FANG	▲ Sector Outperform	Feb 1, 21	Feb 1, 22	$57.98	—	$130.45	—	+124.6%
FANG	▲ Sector Outperform	Jul 13, 20	Jul 13, 21	$39.28	🎯$45	$84.45	+15%	+115.3%

▸ DVN Devon Energy

40%

+25.3%

+29.1% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DVN	▲ Sector Outperform	Oct 9, 25	Oct 9, 26	$32.5	🎯$47	$42.41	+45%	+30% so far
DVN	▲ Sector Outperform	Jul 11, 25	Jul 11, 26	$33.2	🎯$40	$42.41	+20%	+28% so far
DVN	▲ Sector Outperform	Apr 11, 25	Apr 11, 26	$28.73	🎯$35	$47.4	+22%	+64.5%
DVN	▲ Sector Outperform	Oct 10, 24	Oct 10, 25	$42.96	🎯$48	$33.08	+12%	-22.7%
DVN	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$48.05	🎯$60	$33.15	+25%	-30.9%
DVN	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$53.42	🎯$67	$28.85	+25%	-46.2%
DVN	▲ Sector Outperform	Jul 13, 20	Jul 13, 21	$10.43	🎯$16	$27.33	+53%	+161.7%
DVN	▲ Sector Outperform	Dec 16, 14	Dec 16, 15	$54.1	—	$30.84	—	-43.5%

▸ VLO Valero Energy

80%

+24.2%

+13.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VLO	▲ Sector Outperform	Apr 22, 26	Apr 22, 27	$233.83	🎯$226	$266.22	-3%	+14% so far
VLO	▲ Sector Outperform	Apr 11, 25	Apr 11, 26	$110.33	🎯$136	$241.62	+23%	+119.4%
VLO	▲ Sector Outperform	Oct 10, 24	Oct 10, 25	$142.34	🎯$141	$160.84	-1%	+13.4%
VLO	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$148.75	🎯$173	$148.75	+16%	+0.1%
VLO	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$173.54	🎯$165	$111.07	-5%	-36.4%
VLO	▲ Sector Outperform	Jul 13, 20	Jul 13, 21	$54.4	🎯$72	$67.46	+32%	+24.4%
VLO	▲ Sector Outperform	Oct 15, 13	Oct 15, 14	$36.49	—	$43.79	—	+19.9%

▸ AMZN Amazon

100%

+23.8%

+6.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMZN	▲ Sector Outperform	Apr 30, 26	Apr 30, 27	$265.06	🎯$325	$245.98	+23%	-7% so far
AMZN	▲ Sector Outperform	Feb 6, 26	Feb 6, 27	$208.72	🎯$275	$245.98	+32%	+18% so far
AMZN	▲ Sector Outperform	Jul 22, 25	Jul 22, 26	$228.29	🎯$275	$245.98	+20%	+8% so far
AMZN	▲ Sector Outperform	Apr 21, 25	Apr 21, 26	$173.18	🎯$250	$254.57	+44%	+47.5%
AMZN	▲ Sector Outperform	Jan 24, 25	Jan 24, 26	$235.42	🎯$306	$237.77	+30%	+1.3%
AMZN	▲ Sector Outperform	Nov 1, 24	Nov 1, 25	$195.78	🎯$246	$254.51	+26%	+29.7%
AMZN	▲ Sector Outperform	Oct 11, 24	Oct 11, 25	$188.82	🎯$245	$220.92	+30%	+16.6%

▸ T AT&T

88.9%

+23.4%

-22.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
T	▲ Sector Outperform	Jul 11, 25	Jul 11, 26	$27.16	🎯$30	$21.09	+10%	-22% so far
T	▲ Sector Outperform	Apr 24, 25	Apr 24, 26	$26.81	🎯$29.5	$25.47	+10%	-4.8%
T	▲ Sector Outperform	Apr 9, 25	Apr 9, 26	$26.47	🎯$29	$26.73	+10%	+1.4%
T	▲ Sector Outperform	Mar 3, 25	Mar 3, 26	$26.22	🎯$28.5	$29.1	+9%	+10.5%
T	▲ Sector Outperform	Jan 28, 25	Jan 28, 26	$24.23	🎯$26	$25.2	+7%	+3.7%
T	▲ Sector Outperform	Jul 25, 24	Jul 25, 25	$19.01	🎯$24	$27.56	+26%	+45.2%
T	▲ Sector Outperform	Jul 10, 24	Jul 10, 25	$18.86	🎯$23	$26.97	+22%	+43%
T	▲ Sector Outperform	Apr 25, 24	Apr 25, 25	$16.75	🎯$22.5	$27.3	+34%	+62.8%

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

▸ DLR Digital Realty

100%

+23.1%

-1.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DLR	▲ Sector Outperform	Apr 27, 26	Apr 27, 27	$196.34	🎯$222	$174.9	+13%	-11% so far
DLR	▲ Sector Outperform	Jan 14, 26	Jan 14, 27	$160.57	🎯$189	$174.9	+18%	+9% so far
DLR	▲ Sector Outperform	Apr 22, 25	Apr 22, 26	$151.59	🎯$206	$200.1	+36%	+31.9%
DLR	▲ Sector Outperform	Feb 18, 25	Feb 18, 26	$165.65	🎯$208	$175.59	+26%	+6.3%
DLR	▲ Sector Outperform	Jan 22, 24	Jan 21, 25	$139.02	🎯$157	$182.12	+13%	+31.2%

▸ MPC Marathon Petroleum

66.7%

+18.0%

+21.9%

+39.8% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MPC	▲ Sector Outperform	Apr 22, 26	Apr 22, 27	$221.1	🎯$210	$266.33	-5%	+20% so far
MPC	▲ Sector Outperform	Oct 9, 25	Oct 9, 26	$180.89	🎯$189	$266.33	+4%	+47% so far
MPC	▲ Sector Outperform	Jul 11, 25	Jul 11, 26	$175.63	🎯$180	$266.33	+2%	+52% so far
MPC	▲ Sector Outperform	Apr 11, 25	Apr 11, 26	$124.85	🎯$147	$224.73	+18%	+80.5%
MPC	▲ Sector Outperform	Oct 10, 24	Oct 10, 25	$164.26	🎯$170	$183.97	+3%	+11.7%
MPC	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$166.71	🎯$191	$175.05	+15%	+5.4%
MPC	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$208.77	🎯$207	$125.26	-1%	-40.2%
MPC	▲ Sector Outperform	Jul 13, 20	Jul 13, 21	$36.2	🎯$48	$55.02	+33%	+52.3%

▸ LNT Alliant Energy

80%

+14.4%

+20.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LNT	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$57.54	🎯$64	$66.17	+11%	+15.3%
LNT	▲ Sector Outperform	Aug 6, 24	Aug 6, 25	$55.93	🎯$58	$66	+4%	+18.2%
LNT	▲ Sector Outperform	Apr 22, 24	Apr 22, 25	$49.97	🎯$53	$61.46	+6%	+22.5%
LNT	▲ Sector Outperform	Oct 16, 23	Oct 15, 24	$50.02	🎯$59	$62.53	+18%	+24.5%
LNT	▲ Sector Outperform	Dec 20, 19	Dec 19, 20	$54.95	—	$50.55	—	-8.4%

▸ TMUS T-Mobile US

71.4%

+19.5%

-13.4% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TMUS	▲ Sector Outperform	Apr 29, 26	Apr 29, 27	$195.5	🎯$263	$184.73	+35%	-6% so far
TMUS	▲ Sector Outperform	Feb 12, 26	Feb 12, 27	$219.5	🎯$266	$184.73	+21%	-16% so far
TMUS	▲ Sector Outperform	Oct 6, 25	Oct 6, 26	$227.68	🎯$278	$184.73	+22%	-19% so far
TMUS	▲ Sector Outperform	Apr 30, 25	Apr 30, 26	$246.95	🎯$277.5	$195.09	+12%	-20.8%
TMUS	▲ Sector Outperform	Sep 19, 24	Sep 19, 25	$199.44	🎯$215.5	$237.33	+8%	+19.1%
TMUS	▲ Sector Outperform	Aug 1, 24	Aug 1, 25	$188.76	🎯$197	$241.61	+4%	+27.7%
TMUS	▲ Sector Outperform	Jan 10, 24	Jan 9, 25	$162.17	🎯$185	$210.82	+14%	+30.3%
TMUS	▲ Sector Outperform	Oct 26, 23	Oct 25, 24	$140	🎯$180	$228.2	+29%	+62.7%

▸ AEP American Electric Power

80%

+12.4%

+18.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AEP	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$97.64	🎯$108	$113.26	+11%	+16.3%
AEP	▲ Sector Outperform	Jul 31, 24	Jul 31, 25	$101.24	🎯$99	$113.39	-2%	+12.2%
AEP	▲ Sector Outperform	May 1, 24	May 1, 25	$88.25	🎯$90	$107.67	+2%	+22%
AEP	▲ Sector Outperform	Apr 22, 24	Apr 22, 25	$85.56	🎯$86	$106.95	+1%	+25.1%
AEP	▲ Sector Outperform	Dec 20, 19	Dec 19, 20	$94.9	🎯$102	$82.56	+7%	-13.5%

▸ FE FirstEnergy

100%

+20.4%

+18.4%

+1.6% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FE	▲ Sector Outperform	Feb 19, 26	Feb 19, 27	$50.2	🎯$56	$48.39	+12%	-4% so far
FE	▲ Sector Outperform	Oct 24, 25	Oct 24, 26	$46.44	🎯$51	$48.39	+10%	+4% so far
FE	▲ Sector Outperform	Oct 6, 25	Oct 6, 26	$46.41	🎯$49	$48.39	+6%	+4% so far
FE	▲ Sector Outperform	Apr 25, 25	Apr 25, 26	$42.72	🎯$46	$49.56	+8%	+15.7%
FE	▲ Sector Outperform	Mar 1, 25	Mar 1, 26	$39.61	🎯$44	$51.1	+11%	+28.7%
FE	▲ Sector Outperform	Dec 12, 24	Dec 12, 25	$40.27	🎯$50	$44.7	+24%	+10.8%
FE	▲ Sector Outperform	Jul 24, 18	Jul 24, 19	$34.55	—	$43.53	—	+26.3%

▸ OXY Occidental Petroleum

20%

+6.3%

+17.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
OXY	▲ Sector Outperform	Oct 10, 24	Oct 10, 25	$54.76	🎯$65	$42.17	+19%	-22.5%
OXY	▲ Sector Outperform	Jul 12, 24	Jul 12, 25	$62	🎯$80	$45.26	+29%	-27.3%
OXY	▲ Sector Outperform	Apr 11, 24	Apr 11, 25	$69.01	🎯$90	$37.96	+30%	-45.1%
OXY	▲ Sector Outperform	Sep 24, 20	Sep 24, 21	$10.64	—	$28.09	—	+164.1%
OXY	▲ Outperform	May 21, 18	May 21, 19	$85.79	—	$53.19	—	-37.6%

▸ SO Southern Company

100%

+16.8%

+1.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SO	▲ Sector Outperform	Aug 1, 25	Aug 1, 26	$96	🎯$99	$97.29	+3%	+1% so far
SO	▲ Sector Outperform	Dec 12, 24	Dec 12, 25	$83.2	🎯$98	$85.7	+18%	+3.4%
SO	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$87.57	🎯$96	$94.58	+10%	+8.1%
SO	▲ Sector Outperform	Aug 2, 24	Aug 2, 25	$86.57	🎯$87	$96.09	+0%	+10.9%
SO	▲ Sector Outperform	Apr 22, 24	Apr 22, 25	$73.25	🎯$77	$90.83	+5%	+24.4%
SO	▲ Sector Outperform	Oct 16, 23	Oct 15, 24	$67.11	🎯$78	$92.61	+16%	+37.5%

▸ DTE DTE Energy

100%

+16.0%

+14.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DTE	▲ Sector Outperform	Dec 12, 24	Dec 12, 25	$121.28	🎯$147	$128.56	+21%	+6.2%
DTE	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$122.93	🎯$137	$140.14	+11%	+14.3%
DTE	▲ Sector Outperform	Apr 22, 24	Apr 22, 25	$110.12	🎯$120	$136.55	+9%	+23.7%
DTE	▲ Sector Outperform	Jul 24, 18	Jul 24, 19	$90.83	—	$109	—	+19.7%

▸ WEC WEC Energy Group

100%

+14.6%

+4.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WEC	▲ Sector Outperform	Oct 31, 25	Oct 31, 26	$110.61	🎯$130	$117.68	+18%	+6% so far
WEC	▲ Sector Outperform	Oct 6, 25	Oct 6, 26	$115.2	🎯$129	$117.68	+12%	+2% so far
WEC	▲ Sector Outperform	Dec 9, 24	Dec 9, 25	$97.15	🎯$110	$103.95	+13%	+6.7%
WEC	▲ Sector Outperform	Aug 20, 24	Aug 20, 25	$91.75	🎯$103	$108.27	+12%	+18.2%
WEC	▲ Sector Outperform	Apr 22, 24	Apr 22, 25	$81.96	🎯$90	$109.01	+10%	+32.7%
WEC	▲ Sector Outperform	Nov 3, 21	Nov 3, 22	$89.87	🎯$109	$90.77	+21%	+0.6%

% 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.