Is Stephens & Co. a reliable analyst?

In short — Over 1 year, 67.5% of Stephens & Co.'s targets proved profitable, for an average gain of +17.7% per call (all calls, winners and losers) — i.e. +4.1% vs its sector, across 533 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

67.5%profitable calls

+17.7%avg gain / call

+4.1%vs sector

533scored calls

In which sectors is Stephens & Co. reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Comm.

66.7%

+56.8%

+45.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTD	▲ Overweight	Feb 16, 24	Feb 15, 25	$82.56	🎯$85	$80.08	+3%	-3.1%
TTD	▲ Overweight	Aug 31, 23	Aug 30, 24	$80.03	🎯$100	$104.84	+25%	+30.6%
TTD	▲ Overweight	Feb 16, 23	Feb 16, 24	$63.07	🎯$75	$88.93	+19%	+41%
TTD	▲ Overweight	Nov 9, 21	Nov 9, 22	$97.09	🎯$100	$39.81	+3%	-58.9%
TTD	▲ Overweight	Aug 10, 21	Aug 10, 22	$87.53	🎯$92	$74.4	+5%	-15.2%
TTD	▲ Overweight	Jul 23, 21	Jul 23, 22	$81.15	🎯$85	$46.26	+5%	-42.6%
TTD	▲ Overweight	Mar 26, 20	Mar 26, 21	$20.91	🎯$255	$67.12	+1120%	+221.1%
TTD	▲ Overweight	Feb 28, 20	Feb 27, 21	$28.73	🎯$310	$83.32	+979%	+189.8%

Sample (8 recent finished + 0 in progress) of 12 calls.

▸ Tech

66.7%

+31.2%

+35.0%

+58.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Dec 18, 25	Dec 18, 26	$119.32	🎯$590	$194.62	+394%	+63% so far
CRWD	▲ Overweight	Oct 9, 25	Oct 9, 26	$127.28	🎯$590	$194.62	+364%	+53% so far
CRWD	▲ Overweight	Jun 4, 25	Jun 4, 26	$115.14	🎯$540	$179.62	+369%	+56.1%
CRWD	▲ Overweight	Apr 1, 25	Apr 1, 26	$92.87	🎯$450	$99.37	+385%	+7.4%
ZBRA	▲ Overweight	Aug 2, 24	Aug 2, 25	$317.86	🎯$410	$340.11	+29%	+7.4%
ZBRA	▲ Overweight	May 1, 24	May 1, 25	$309.05	🎯$380	$250.33	+23%	-19.2%
ZBRA	▲ Overweight	Nov 1, 23	Oct 31, 24	$207	🎯$300	$385.02	+45%	+85.8%
CRWD	▲ Overweight	Aug 31, 23	Aug 30, 24	$40.76	🎯$200	$69.29	+391%	+70.1%

Sample (6 recent finished + 2 in progress) of 27 calls.

▸ Cons. disc.

75.6%

+24.0%

+25.4%

-4.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CVNA	▲ Overweight	Feb 19, 26	Feb 19, 27	$66.56	🎯$519	$67.49	+680%	+1% so far
CVNA	▲ Overweight	Sep 23, 25	Sep 23, 26	$75.62	🎯$440	$67.49	+482%	-11% so far
CVNA	▲ Overweight	Jul 7, 25	Jul 7, 26	$69.18	🎯$375	$67.49	+442%	-2% so far
CVNA	▲ Overweight	Mar 3, 25	Mar 3, 26	$43.02	🎯$300	$63.24	+597%	+47%
CVNA	▲ Overweight	Feb 24, 25	Feb 24, 26	$44.34	🎯$300	$66.95	+577%	+51.1%
CVNA	▲ Overweight	Feb 6, 25	Feb 6, 26	$52.63	🎯$300	$80.52	+470%	+53.4%
CVNA	▲ Overweight	Jan 2, 25	Jan 2, 26	$39.91	🎯$300	$80.22	+652%	+100.6%
CVNA	▲ Overweight	Sep 12, 24	Sep 12, 25	$28.1	🎯$190	$72.22	+576%	+157.5%

Sample (5 recent finished + 3 in progress) of 78 calls.

▸ Industry

136

72.1%

+23.2%

+24.9%

+15.1% (13)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GNRC	▲ Overweight	May 21, 26	May 21, 27	$270.14	🎯$290	$235.8	+7%	-13% so far
GWW	▲ Overweight	May 11, 26	May 11, 27	$1238.29	🎯$1355	$1356.43	+9%	+10% so far
HUBB	▲ Overweight	May 4, 26	May 4, 27	$516	🎯$600	$478.89	+16%	-7% so far
ODFL	▲ Overweight	Apr 30, 26	Apr 30, 27	$205.81	🎯$240	$215.51	+17%	+5% so far
FDX	▲ Overweight	Apr 14, 26	Apr 14, 27	$294.05	🎯$435	$312.88	+48%	+6% so far
FDX	▲ Overweight	Mar 20, 26	Mar 20, 27	$286.69	🎯$435	$312.88	+52%	+9% so far
FDX	▲ Overweight	Feb 13, 26	Feb 13, 27	$302.42	🎯$405	$312.88	+34%	+3% so far
WAB	▲ Overweight	Feb 12, 26	Feb 12, 27	$256.06	🎯$290	$259.19	+13%	+1% so far

Sample (0 recent finished + 8 in progress) of 136 calls.

▸ Materials

75.9%

+17.6%

+20.4%

-4.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VMC	▲ Overweight	Apr 30, 26	Apr 30, 27	$297.32	🎯$340	$299.9	+14%	+1% so far
MLM	▲ Overweight	Feb 13, 26	Feb 13, 27	$666.53	🎯$735	$594.17	+10%	-11% so far
MLM	▲ Overweight	Aug 4, 25	Aug 4, 26	$607.5	🎯$700	$594.17	+15%	-2% so far
MLM	▲ Overweight	Feb 13, 25	Feb 13, 26	$527.38	🎯$650	$664.5	+23%	+26.4%
VMC	▲ Overweight	Jan 2, 25	Jan 2, 26	$255.57	🎯$325	$293.91	+27%	+14.5%
MLM	▲ Overweight	Aug 9, 24	Aug 9, 25	$525.11	🎯$610	$598.63	+16%	+14.3%
VMC	▲ Overweight	Aug 8, 24	Aug 8, 25	$244.34	🎯$280	$285.88	+15%	+16.7%
CRH	▲ Overweight	Jun 18, 24	Jun 18, 25	$77.88	🎯$95	$88.78	+22%	+14.3%

Sample (5 recent finished + 3 in progress) of 29 calls.

▸ Cons. staples

67.3%

+15.6%

+20.2%

+25.8% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CASY	▲ Overweight	Jun 12, 26	Jun 12, 27	$895.14	🎯$975	$801.99	+9%	-10% so far
CASY	▲ Overweight	Mar 10, 26	Mar 10, 27	$689.92	🎯$680	$801.99	-1%	+16% so far
CASY	▲ Overweight	Dec 3, 25	Dec 3, 26	$563.15	🎯$600	$801.99	+7%	+42% so far
BG	▲ Overweight	Oct 17, 25	Oct 17, 26	$97.5	🎯$115	$110.91	+18%	+14% so far
CASY	▲ Overweight	Oct 8, 25	Oct 8, 26	$553.74	🎯$570	$801.99	+3%	+45% so far
CASY	▲ Overweight	Sep 9, 25	Sep 9, 26	$541.3	🎯$530	$801.99	-2%	+48% so far
CASY	▲ Overweight	Jun 10, 25	Jun 10, 26	$499.53	🎯$490	$914.14	-2%	+83.4%
BG	▲ Overweight	May 8, 25	May 8, 26	$77.35	🎯$85	$126.08	+10%	+63.1%

Sample (2 recent finished + 6 in progress) of 49 calls.

▸ Real estate

38.5%

+4.4%

+8.5%

-19.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CSGP	▲ Overweight	May 4, 26	May 4, 27	$35.38	🎯$42	$29.87	+19%	-16% so far
CSGP	▲ Overweight	Apr 14, 26	Apr 14, 27	$39.31	🎯$50	$29.87	+27%	-24% so far
CSGP	▲ Overweight	Feb 19, 25	Feb 19, 26	$78.33	🎯$103	$50.13	+31%	-36.3%
CSGP	▲ Overweight	Feb 18, 25	Feb 18, 26	$75.46	🎯$103	$49.05	+36%	-35.1%
CSGP	▲ Overweight	Jan 29, 25	Jan 29, 26	$76.52	🎯$103	$61.22	+35%	-19.6%
CSGP	▲ Overweight	Jan 2, 25	Jan 2, 26	$70.83	🎯$103	$65.87	+45%	-7.3%
CSGP	▲ Overweight	Apr 24, 24	Apr 24, 25	$90.34	🎯$105	$83.11	+16%	-8.3%
CSGP	▲ Overweight	Jul 26, 23	Jul 25, 24	$80.16	🎯$102	$78.56	+27%	-2.1%

Sample (6 recent finished + 2 in progress) of 13 calls.

▸ Energy

47.8%

+5.0%

+6.4%

-11.0% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EQT	▲ Overweight	Apr 21, 26	Apr 21, 27	$58.72	🎯$73	$51.76	+24%	-12% so far
EXE	▲ Overweight	Feb 18, 26	Feb 18, 27	$99.52	🎯$146	$89.56	+47%	-10% so far
EQT	▲ Overweight	Feb 18, 26	Feb 18, 27	$58.63	🎯$71	$51.76	+21%	-12% so far
EQT	▲ Overweight	Jan 22, 26	Jan 22, 27	$55.52	🎯$68	$51.76	+22%	-7% so far
EXE	▲ Overweight	Jan 20, 26	Jan 20, 27	$104.75	🎯$140	$89.56	+34%	-15% so far
EXE	▲ Overweight	Apr 15, 25	Apr 15, 26	$104.23	🎯$118	$95.89	+13%	-7.8%
OXY	▲ Overweight	Apr 15, 25	Apr 15, 26	$37.8	🎯$58	$55.94	+53%	+47.7%
EQT	▲ Overweight	Apr 15, 25	Apr 15, 26	$50.74	🎯$57	$56.83	+12%	+11.9%

Sample (3 recent finished + 5 in progress) of 23 calls.

▸ Health

67%

+8.4%

+6.2%

+0.9% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WST	▲ Overweight	Jun 2, 26	Jun 2, 27	$312.17	🎯$360	$356.08	+15%	+14% so far
HCA	▲ Overweight	Apr 27, 26	Apr 27, 27	$431.92	🎯$530	$423.11	+23%	-2% so far
HCA	▲ Overweight	Oct 27, 25	Oct 27, 26	$466.46	🎯$500	$423.11	+7%	-9% so far
STE	▲ Overweight	May 15, 25	May 15, 26	$251.59	🎯$250	$213.85	-1%	-15.4%
VEEV	▲ Overweight	Mar 6, 25	Mar 6, 26	$246.8	🎯$280	$194.97	+13%	-20.8%
STE	▲ Overweight	Feb 6, 25	Feb 6, 26	$223.23	🎯$240	$245.55	+8%	+9.9%
CI	▲ Overweight	Jan 31, 25	Jan 31, 26	$292.46	🎯$380	$271.99	+30%	-7.1%
VEEV	▲ Overweight	Dec 20, 24	Dec 20, 25	$224.89	—	$222.64	—	-0.7%

Sample (5 recent finished + 3 in progress) of 97 calls.

▸ Finance

59.4%

+8.9%

+6.0%

+3.3% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
XYZ	▲ Overweight	Nov 20, 25	Nov 20, 26	$61.95	🎯$95	$77.56	+53%	+25% so far
FITB	▲ Overweight	Oct 14, 25	Oct 14, 26	$43.41	🎯$52	$57.92	+20%	+33% so far
FISV	▲ Overweight	Jul 24, 25	Jul 24, 26	$142.03	🎯$180	$52.71	+27%	-63% so far
RF	▲ Overweight	Jul 21, 25	Jul 21, 26	$26.05	🎯$29	$30.59	+11%	+17% so far
RF	▲ Overweight	Jun 3, 25	Jun 3, 26	$21.3	🎯$24	$28.33	+13%	+33.5%
FIS	▲ Overweight	May 7, 25	May 7, 26	$77.92	🎯$100	$43.64	+28%	-44.2%
XYZ	▲ Overweight	May 2, 25	May 2, 26	$46.64	🎯$75	$71.83	+61%	+54.2%
RF	▲ Overweight	Apr 21, 25	Apr 21, 26	$19.78	🎯$24	$28.29	+21%	+42.6%

Sample (4 recent finished + 4 in progress) of 69 calls.

The stocks Stephens & Co. covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ CVNA Carvana

100%

+81.9%

-4.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CVNA	▲ Overweight	Feb 19, 26	Feb 19, 27	$66.56	🎯$519	$67.49	+680%	+1% so far
CVNA	▲ Overweight	Sep 23, 25	Sep 23, 26	$75.62	🎯$440	$67.49	+482%	-11% so far
CVNA	▲ Overweight	Jul 7, 25	Jul 7, 26	$69.18	🎯$375	$67.49	+442%	-2% so far
CVNA	▲ Overweight	Mar 3, 25	Mar 3, 26	$43.02	🎯$300	$63.24	+597%	+47%
CVNA	▲ Overweight	Feb 24, 25	Feb 24, 26	$44.34	🎯$300	$66.95	+577%	+51.1%
CVNA	▲ Overweight	Feb 6, 25	Feb 6, 26	$52.63	🎯$300	$80.52	+470%	+53.4%
CVNA	▲ Overweight	Jan 2, 25	Jan 2, 26	$39.91	🎯$300	$80.22	+652%	+100.6%
CVNA	▲ Overweight	Sep 12, 24	Sep 12, 25	$28.1	🎯$190	$72.22	+576%	+157.5%

▸ BLDR Builders FirstSource

80%

+66.2%

+67.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BLDR	▲ Overweight	May 2, 25	May 2, 26	$111.86	🎯$140	$73.83	+25%	-34.1%
BLDR	▲ Overweight	Nov 7, 24	Nov 7, 25	$178.35	🎯$200	$107.01	+12%	-40%
BLDR	▲ Overweight	Nov 2, 23	Nov 1, 24	$126.79	🎯$150	$172.43	+18%	+36%
BLDR	▲ Overweight	Aug 3, 23	Aug 2, 24	$144.65	🎯$175	$151.88	+21%	+5.2%
BLDR	▲ Overweight	May 4, 23	May 3, 24	$106.79	🎯$130	$195.43	+22%	+83.4%
BLDR	▲ Overweight	Nov 9, 22	Nov 9, 23	$65.08	🎯$80	$124.3	+23%	+91%
BLDR	▲ Overweight	Aug 2, 22	Aug 2, 23	$70.27	🎯$90	$148.97	+28%	+111.5%
BLDR	▲ Overweight	Jul 28, 22	Jul 28, 23	$65.83	🎯$75	$143.51	+14%	+118.2%

Sample (8 recent finished + 0 in progress) of 10 calls.

▸ CRWD CrowdStrike

75%

+59.8%

+58.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Dec 18, 25	Dec 18, 26	$119.32	🎯$590	$194.62	+394%	+63% so far
CRWD	▲ Overweight	Oct 9, 25	Oct 9, 26	$127.28	🎯$590	$194.62	+364%	+53% so far
CRWD	▲ Overweight	Jun 4, 25	Jun 4, 26	$115.14	🎯$540	$179.62	+369%	+56.1%
CRWD	▲ Overweight	Apr 1, 25	Apr 1, 26	$92.87	🎯$450	$99.37	+385%	+7.4%
CRWD	▲ Overweight	Aug 31, 23	Aug 30, 24	$40.76	🎯$200	$69.29	+391%	+70.1%
CRWD	▲ Overweight	Jun 1, 23	May 31, 24	$39.39	🎯$173	$78.39	+339%	+99.1%
CRWD	▲ Overweight	Mar 8, 23	Mar 7, 24	$32.23	🎯$161	$82.51	+400%	+155.7%
CRWD	▲ Overweight	Nov 30, 22	Nov 30, 23	$29.41	🎯$161	$59.11	+447%	+101.4%

▸ TSCO Tractor Supply

87.5%

+55.3%

+57.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▲ Overweight	Oct 22, 21	Oct 22, 22	$41.64	🎯$241	$41.64	+479%	-0.2%
TSCO	▲ Overweight	Jul 24, 20	Jul 24, 21	$29.31	🎯$165	$37.52	+463%	+28.4%
TSCO	▲ Overweight	Jul 20, 20	Jul 20, 21	$28.94	🎯$155	$36.75	+436%	+26.9%
TSCO	▲ Overweight	May 27, 20	May 27, 21	$23.8	🎯$135	$36.41	+467%	+52.7%
TSCO	▲ Overweight	Apr 24, 20	Apr 24, 21	$20.62	🎯$110	$38.15	+433%	+85.2%
TSCO	▲ Overweight	Apr 16, 20	Apr 16, 21	$18.54	🎯$102	$36.52	+450%	+97.5%
TSCO	▲ Overweight	Apr 1, 20	Apr 1, 21	$16.8	🎯$100	$35.28	+495%	+110.1%
TSCO	▲ Overweight	Jul 9, 18	Jul 9, 19	$15.51	—	$22.02	—	+41.9%

▸ ADM Archer Daniels Midland

75%

+32.5%

+53.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ADM	▲ Overweight	Apr 28, 21	Apr 28, 22	$63.1	🎯$71	$92.76	+13%	+46.6%
ADM	▲ Overweight	Jul 9, 20	Jul 9, 21	$37.81	🎯$52	$60.5	+38%	+59.5%
ADM	▲ Overweight	Oct 8, 19	Oct 7, 20	$38.4	🎯$50	$48.38	+30%	+25.8%
ADM	▲ Overweight	Feb 7, 18	Feb 7, 19	$42.19	—	$41.35	—	-1.9%
ADM	▲ Overweight	Apr 30, 14	Apr 30, 15	$43.24	🎯$52	$49.73	+20%	+15.1%
ADM	▲ Overweight	Apr 26, 13	Apr 26, 14	$34.03	—	$44.24	—	+30.4%

▸ GNRC Generac

75%

+48.8%

-12.7% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GNRC	▲ Overweight	May 21, 26	May 21, 27	$270.14	🎯$290	$235.8	+7%	-13% so far
GNRC	▲ Overweight	May 27, 25	May 27, 26	$126.06	🎯$175	$281.11	+39%	+122.5%
GNRC	▲ Overweight	May 17, 25	May 17, 26	$128.95	🎯$175	$252.74	+36%	+96.2%
GNRC	▲ Overweight	Aug 5, 24	Aug 5, 25	$139.64	🎯$200	$194.1	+43%	+38.9%
GNRC	▲ Overweight	Sep 28, 23	Sep 27, 24	$108.98	🎯$175	$154.75	+61%	+42.1%
GNRC	▲ Overweight	May 8, 23	May 7, 24	$110.47	🎯$150	$135.88	+36%	+23.5%
GNRC	▲ Overweight	Feb 21, 23	Feb 21, 24	$115.77	🎯$150	$113.45	+30%	-1.9%
GNRC	▲ Overweight	May 5, 22	May 5, 23	$241.69	🎯$450	$111.18	+86%	-54.3%

▸ DXCM Dexcom

100%

+38.4%

+46.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DXCM	▲ Overweight	Mar 23, 20	Mar 23, 21	$59.05	🎯$240	$89.17	+306%	+50.6%
DXCM	▲ Overweight	Feb 14, 20	Feb 13, 21	$70.98	🎯$300	$100.79	+323%	+42.4%
DXCM	▲ Overweight	Aug 23, 18	Aug 23, 19	$35.55	🎯$160	$43.37	+350%	+22.1%

▸ TTD Trade Desk (The)

55.6%

+64.4%

+45.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTD	▲ Overweight	Feb 16, 24	Feb 15, 25	$82.56	🎯$85	$80.08	+3%	-3.1%
TTD	▲ Overweight	Aug 31, 23	Aug 30, 24	$80.03	🎯$100	$104.84	+25%	+30.6%
TTD	▲ Overweight	Feb 16, 23	Feb 16, 24	$63.07	🎯$75	$88.93	+19%	+41%
TTD	▲ Overweight	Nov 9, 21	Nov 9, 22	$97.09	🎯$100	$39.81	+3%	-58.9%
TTD	▲ Overweight	Aug 10, 21	Aug 10, 22	$87.53	🎯$92	$74.4	+5%	-15.2%
TTD	▲ Overweight	Jul 23, 21	Jul 23, 22	$81.15	🎯$85	$46.26	+5%	-42.6%
TTD	▲ Overweight	Mar 26, 20	Mar 26, 21	$20.91	🎯$255	$67.12	+1120%	+221.1%
TTD	▲ Overweight	Feb 28, 20	Feb 27, 21	$28.73	🎯$310	$83.32	+979%	+189.8%

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

▸ RF Regions Financial Corporation

100%

+37.4%

+17.4% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RF	▲ Overweight	Jul 21, 25	Jul 21, 26	$26.05	🎯$29	$30.59	+11%	+17% so far
RF	▲ Overweight	Jun 3, 25	Jun 3, 26	$21.3	🎯$24	$28.33	+13%	+33.5%
RF	▲ Overweight	Apr 21, 25	Apr 21, 26	$19.78	🎯$24	$28.29	+21%	+42.6%
RF	▲ Overweight	Feb 1, 21	Feb 1, 22	$17.32	—	$23.56	—	+36.3%
RF	▲ Overweight	Jun 10, 14	Jun 10, 15	$10.86	🎯$12.5	$10.64	+15%	-1.9%

▸ CPRT Copart

100%

+34.8%

+36.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CPRT	▲ Overweight	May 18, 23	May 17, 24	$44.19	🎯$80	$54.35	+81%	+23.4%
CPRT	▲ Overweight	Feb 21, 23	Feb 21, 24	$34.52	🎯$78	$49.02	+126%	+41.6%
CPRT	▲ Overweight	Nov 18, 22	Nov 18, 23	$32.21	🎯$74	$50.89	+130%	+57.9%
CPRT	▲ Overweight	May 20, 22	May 20, 23	$28.03	🎯$145	$44.57	+417%	+59.1%
CPRT	▲ Overweight	Feb 12, 21	Feb 12, 22	$29.86	🎯$140	$30.76	+369%	+2.8%
CPRT	▲ Overweight	Feb 12, 18	Feb 12, 19	$10.71	—	$13.28	—	+24.4%
CPRT	▲ Overweight	Dec 2, 13	Dec 2, 14	$4.4	🎯$40	$4.53	+809%	+3.5%

▸ ADBE Adobe Inc.

100%

+36.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ADBE	▲ Overweight	Jun 20, 19	Jun 19, 20	$302.11	🎯$327	$429	+8%	+41.7%
ADBE	▲ Overweight	Aug 10, 16	Aug 10, 17	$100.62	—	$144.89	—	+44%
ADBE	▲ Overweight	Apr 9, 15	Apr 8, 16	$76.33	🎯$100	$93.89	+31%	+23.2%

▸ CASY Casey's

86.7%

+32.9%

+35.3%

+28.2% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CASY	▲ Overweight	Jun 12, 26	Jun 12, 27	$895.14	🎯$975	$801.99	+9%	-10% so far
CASY	▲ Overweight	Mar 10, 26	Mar 10, 27	$689.92	🎯$680	$801.99	-1%	+16% so far
CASY	▲ Overweight	Dec 3, 25	Dec 3, 26	$563.15	🎯$600	$801.99	+7%	+42% so far
CASY	▲ Overweight	Oct 8, 25	Oct 8, 26	$553.74	🎯$570	$801.99	+3%	+45% so far
CASY	▲ Overweight	Sep 9, 25	Sep 9, 26	$541.3	🎯$530	$801.99	-2%	+48% so far
CASY	▲ Overweight	Jun 10, 25	Jun 10, 26	$499.53	🎯$490	$914.14	-2%	+83.4%
CASY	▲ Overweight	Dec 13, 23	Dec 12, 24	$278.13	🎯$340	$425.54	+22%	+53.1%
CASY	▲ Overweight	Sep 12, 23	Sep 11, 24	$266.12	🎯$280	$372.57	+5%	+40.3%

Sample (3 recent finished + 5 in progress) of 15 calls.

▸ BKR Baker Hughes

75%

+25.3%

+35.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BKR	▲ Overweight	Jul 21, 22	Jul 21, 23	$24.92	🎯$32	$35.39	+28%	+42.2%
BKR	▲ Overweight	Oct 22, 21	Oct 22, 22	$25.16	🎯$30	$26.17	+19%	+3.9%
BKR	▲ Overweight	Apr 16, 20	Apr 16, 21	$12.59	🎯$16	$20.14	+27%	+59.7%
BKR	▲ Overweight	Dec 12, 19	Dec 11, 20	$23.76	🎯$28	$22.57	+18%	-4.6%

▸ ROK Rockwell Automation

100%

+28.9%

+35.1%

+31.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ROK	▲ Overweight	Jul 16, 25	Jul 16, 26	$356.49	🎯$375	$468.9	+5%	+32% so far
ROK	▲ Overweight	Jan 16, 25	Jan 16, 26	$286.6	🎯$350	$404.11	+22%	+41%
ROK	▲ Overweight	Jan 30, 20	Jan 29, 21	$191.66	🎯$220	$247.24	+15%	+29.2%
ROK	▲ Overweight	Nov 20, 18	Nov 20, 19	$168.23	🎯$200	$196.83	+19%	+16.6%

▸ MA Mastercard

75%

+33.0%

+32.0%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MA	▲ Overweight	Apr 1, 20	Apr 1, 21	$228.61	🎯$286	$363.49	+25%	+58.9%
MA	▲ Overweight	Mar 25, 20	Mar 25, 21	$256.48	🎯$264	$359.07	+3%	+39.7%
MA	▲ Overweight	Jan 30, 20	Jan 29, 21	$324.46	🎯$343	$314.73	+6%	-2.5%
MA	▲ Overweight	Oct 13, 17	Oct 13, 18	$147.34	🎯$166	$200.38	+13%	+36%

▸ WAB Wabtec

92.9%

+29.8%

+1.2% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WAB	▲ Overweight	Feb 12, 26	Feb 12, 27	$256.06	🎯$290	$259.19	+13%	+1% so far
WAB	▲ Overweight	Feb 13, 25	Feb 13, 26	$188.19	🎯$220	$259.7	+17%	+38%
WAB	▲ Overweight	Oct 24, 24	Oct 24, 25	$189.08	🎯$205	$198.53	+8%	+4.5%
WAB	▲ Overweight	Apr 25, 24	Apr 25, 25	$164.36	🎯$180	$182.44	+10%	+11.5%
WAB	▲ Overweight	Feb 15, 24	Feb 14, 25	$133.96	🎯$155	$187.54	+16%	+40.5%
WAB	▲ Overweight	Oct 26, 23	Oct 25, 24	$104	🎯$138	$191.36	+33%	+83.5%
WAB	▲ Overweight	Jul 28, 23	Jul 27, 24	$118.44	🎯$135	$159.89	+14%	+35.1%
WAB	▲ Overweight	Jul 28, 23	Jul 27, 24	$118.44	🎯$135	$159.89	+14%	+35.1%

Sample (7 recent finished + 1 in progress) of 14 calls.

▸ HUBB Hubbell Incorporated

75%

+21.7%

+29.5%

-0.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HUBB	▲ Overweight	May 4, 26	May 4, 27	$516	🎯$600	$478.89	+16%	-7% so far
HUBB	▲ Overweight	Sep 11, 25	Sep 11, 26	$450.93	🎯$500	$478.89	+11%	+6% so far
HUBB	▲ Overweight	Aug 2, 24	Aug 2, 25	$364.42	🎯$450	$430.02	+23%	+17.7%
HUBB	▲ Overweight	Nov 1, 23	Oct 31, 24	$280.71	🎯$375	$426.68	+34%	+51.7%
HUBB	▲ Overweight	Jul 26, 23	Jul 25, 24	$308.47	🎯$375	$367.08	+22%	+19%
HUBB	▲ Overweight	Jul 9, 19	Jul 8, 20	$127.7	🎯$140	$125.15	+10%	-1.8%

▸ EMR Emerson Electric

100%

+24.2%

+29.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EMR	▲ Overweight	Nov 10, 23	Nov 9, 24	$86.6	🎯$105	$129.03	+21%	+49.2%
EMR	▲ Overweight	Aug 7, 23	Aug 6, 24	$97.22	🎯$120	$107.91	+23%	+10.9%
EMR	▲ Overweight	May 8, 23	May 7, 24	$83.81	🎯$120	$107.28	+43%	+28.2%
EMR	▲ Overweight	Nov 20, 18	Nov 20, 19	$67.11	🎯$80	$72.48	+19%	+8.4%

▸ CMG Chipotle Mexican Grill

82.4%

+24.8%

+26.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CMG	▲ Overweight	Feb 7, 24	Feb 6, 25	$52.41	🎯$3000	$57.13	+5624%	+9.3%
CMG	▲ Overweight	Jan 2, 24	Jan 1, 25	$44.9	🎯$2800	$59.72	+6136%	+33.4%
CMG	▲ Overweight	Oct 27, 23	Oct 26, 24	$37.75	🎯$2330	$60.78	+6072%	+60.5%
CMG	▲ Overweight	Oct 11, 23	Oct 10, 24	$35.87	🎯$2330	$58.47	+6396%	+63.5%
CMG	▲ Overweight	Jul 27, 23	Jul 26, 24	$37.66	🎯$2400	$49.71	+6273%	+32.3%
CMG	▲ Overweight	Jul 14, 23	Jul 13, 24	$42.55	🎯$2400	$56.59	+5540%	+33%
CMG	▲ Overweight	Apr 26, 23	Apr 25, 24	$40.2	🎯$2000	$62.31	+4875%	+54.8%
CMG	▲ Overweight	Apr 25, 23	Apr 24, 24	$35.6	🎯$1970	$58.38	+5434%	+64.4%

Sample (8 recent finished + 0 in progress) of 17 calls.

▸ FDX FedEx

61.1%

+25.8%

+13.4% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FDX	▲ Overweight	Apr 14, 26	Apr 14, 27	$294.05	🎯$435	$312.88	+48%	+6% so far
FDX	▲ Overweight	Mar 20, 26	Mar 20, 27	$286.69	🎯$435	$312.88	+52%	+9% so far
FDX	▲ Overweight	Feb 13, 26	Feb 13, 27	$302.42	🎯$405	$312.88	+34%	+3% so far
FDX	▲ Overweight	Dec 19, 25	Dec 19, 26	$232.7	🎯$330	$312.88	+42%	+34% so far
FDX	▲ Overweight	May 20, 25	May 20, 26	$178.2	🎯$300	$311.85	+68%	+74.9%
FDX	▲ Overweight	Mar 21, 25	Mar 21, 26	$195.26	🎯$300	$287.03	+54%	+46.8%
FDX	▲ Overweight	Dec 20, 24	Dec 20, 25	$216.77	🎯$345	$236.28	+59%	+8.8%
FDX	▲ Overweight	Sep 20, 24	Sep 20, 25	$208.53	🎯$350	$185.59	+68%	-11.1%

Sample (4 recent finished + 4 in progress) of 18 calls.

▸ HCA HCA Healthcare

88.9%

+22.7%

+23.8%

-5.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HCA	▲ Overweight	Apr 27, 26	Apr 27, 27	$431.92	🎯$530	$423.11	+23%	-2% so far
HCA	▲ Overweight	Oct 27, 25	Oct 27, 26	$466.46	🎯$500	$423.11	+7%	-9% so far
HCA	▲ Overweight	Nov 10, 23	Nov 9, 24	$229.99	🎯$280	$358.78	+22%	+55.7%
HCA	▲ Overweight	Oct 25, 23	Oct 24, 24	$221.81	🎯$280	$363.77	+26%	+63.9%
HCA	▲ Overweight	Apr 21, 23	Apr 20, 24	$286.25	🎯$283	$309.15	-1%	+8.4%
HCA	▲ Overweight	Mar 13, 23	Mar 12, 24	$247.07	🎯$283	$323.66	+15%	+31%
HCA	▲ Overweight	Feb 22, 23	Feb 22, 24	$254.1	🎯$283	$312.54	+11%	+23.1%
HCA	▲ Overweight	Oct 24, 22	Oct 24, 23	$214.4	🎯$220	$225.12	+3%	+5.1%

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

▸ DPZ Domino's

88.9%

+26.9%

+23.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DPZ	▼ Underweight	Jan 5, 22	Jan 5, 23	$520.53	🎯$500	$338.34	-4%	+34.9%
DPZ	▲ Overweight	Oct 9, 20	Oct 9, 21	$390.95	🎯$440	$480.87	+13%	+22.6%
DPZ	▲ Overweight	Jul 16, 20	Jul 16, 21	$390.22	🎯$450	$479.97	+15%	+22.6%
DPZ	▲ Overweight	Apr 24, 20	Apr 24, 21	$367.29	🎯$410	$400.35	+12%	+9%
DPZ	▲ Overweight	Mar 16, 20	Mar 16, 21	$286.32	🎯$350	$366.49	+22%	+27.8%
DPZ	▲ Overweight	Jul 17, 19	Jul 16, 20	$253.01	🎯$300	$407.35	+19%	+61.1%
DPZ	▲ Overweight	Apr 25, 19	Apr 24, 20	$273.43	🎯$325	$360.93	+19%	+32.4%
DPZ	▲ Overweight	Jul 20, 18	Jul 20, 19	$277.17	🎯$310	$255	+12%	-7.8%

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

▸ AZO AutoZone

100%

+27.0%

+22.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AZO	▲ Overweight	Dec 6, 23	Dec 5, 24	$2632.7	🎯$3070	$3317.2	+17%	+25.7%
AZO	▲ Overweight	Jun 27, 23	Jun 26, 24	$2439.88	🎯$2800	$2927.86	+15%	+20.1%
AZO	▲ Overweight	May 26, 22	May 26, 23	$2028.96	🎯$2285	$2455.04	+13%	+21.3%
AZO	▲ Overweight	Sep 22, 21	Sep 22, 22	$1683.76	🎯$1850	$2087.86	+10%	+23.7%
AZO	▲ Overweight	Aug 15, 18	Aug 15, 19	$752.01	—	$1082.89	—	+44.1%

▸ CFG Citizens Financial Group

71.4%

+20.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CFG	▲ Overweight	Jan 29, 25	Jan 29, 26	$48.36	🎯$53	$62.87	+10%	+30.2%
CFG	▲ Overweight	Jan 21, 25	Jan 21, 26	$47.03	🎯$53	$64.43	+13%	+36.6%
CFG	▲ Overweight	Jul 19, 24	Jul 19, 25	$41.4	🎯$42	$48.44	+1%	+17.4%
CFG	▲ Overweight	Sep 8, 23	Sep 7, 24	$27.62	🎯$36	$41.43	+30%	+50.1%
CFG	▲ Overweight	Jul 20, 23	Jul 19, 24	$31.22	🎯$36	$40.9	+15%	+31.3%
CFG	▲ Overweight	Jun 13, 22	Jun 13, 23	$35.42	🎯$48	$28.34	+36%	-20.4%
CFG	▲ Overweight	Jan 21, 20	Jan 20, 21	$40.09	🎯$45	$40.09	+12%	+0%

▸ WMT Walmart

75%

+14.1%

+20.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMT	▲ Overweight	Nov 13, 23	Nov 12, 24	$55.89	🎯$190	$84.95	+240%	+52.1%
WMT	▲ Overweight	May 17, 23	May 16, 24	$49.84	🎯$170	$63.8	+241%	+28.4%
WMT	▲ Overweight	Apr 5, 23	Apr 4, 24	$49.89	🎯$170	$59.37	+241%	+19.3%
WMT	▲ Overweight	Aug 13, 21	Aug 13, 22	$49.84	🎯$170	$44.36	+241%	-11.3%
WMT	▲ Overweight	Aug 13, 20	Aug 13, 21	$44.2	🎯$160	$50.39	+262%	+13.7%
WMT	▲ Overweight	Feb 22, 18	Feb 22, 19	$30.92	🎯$108	$33.08	+249%	+7.3%
WMT	▲ Overweight	Aug 11, 17	Aug 11, 18	$26.8	—	$29.75	—	+11.5%
WMT	▲ Overweight	May 22, 15	May 21, 16	$25.29	🎯$90	$23.27	+256%	-8.4%

% 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.