Morgan Dempsey - Large Cap Value
Quarter End Materials:
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Full Presentation - September 30, 2024
General Fact Sheet - September 30, 2024
Miscellaneous Materials:
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Recent Company Write-Ups:
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Kraft Heinz - Initiate Position - September 2022
Altria - Eliminate Position - June 2022
Pembina - Initiate Position - May 2022
Citigroup - Initiate Position - January 2022
ExxonMobil - Increased Position - September 2021
Walgreens Boots Alliance - Initiate Position - August 2021
Rio Tinto PLC - Initiate Position - June 2021
Phillips 66 - Initiate Position - May 2021
First Horizon - Initiate Position - April 2021
General Dynamics - Initiate Position - November 2020
PPL Corporation - Initiate Position - October 2020
Recent Company Write-Ups:
(Click on the below link to access the file)
Alexandria Real Estate - Initiate Position - November 2024
Main Street Capital - Initiate Position - November 2024
Entergy - Initiate Position - June 2024
Crown Castle Intl - Update - April 2024
Starbucks - Initiate Position - April 2024
Hershey - Initiate Position - April 2024
WEC Energy Group - Initiate Position - March 2024
Cummins - Initiate Position - October 2023
Medtronic PLC - Initiate Position - June 2023
LyondellBasell Industries - Initiate Position - May 2023
Hasbro - Initiate Position - May 2023
Advance Auto Parts - Initiate Position - March 2023
Truist Financial - Initiate Position - September 2022
Dave Isaacson | disaacson@morgandempsey.com | Direct: 414-928-8702 | Mobile: 760-822-1083