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Lowry Weekly Sector Commentary

Lowry Weekly Sector Commentary

Research, Technical
Large cap tech stocks split from rest of market...
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More “Below the Line” Expenses and Cost Capitalization in FY20

More “Below the Line” Expenses and Cost Capitalization in FY20

Forensic, Research
ATO-FR operating margin and FCF lower than management claims...
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A Tale of Two Drinks

A Tale of Two Drinks

Forensic, Research
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
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Pea Protein in the Inventory, More Than Nine Days Old

Pea Protein in the Inventory, More Than Nine Days Old

Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
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Lowry’s Dynamic Demand Expansions After Important Market Bottoms

Lowry’s Dynamic Demand Expansions After Important Market Bottoms

Technical, Whitepaper
Three months following the start of most recent Lowry Dynamic Demand Expansion...
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