Ratings by Baird (David Manthey)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/17/2021 Core & Main Inc. CNM New Coverage Outperform
(N/A)
27.76
(27.03)
-2.63% Details
8/10/2021 Hillman Solutions Corp. HLMN New Coverage Outperform
(N/A)
12.99
(12.00)
-7.62% Details
6/25/2021 GMS Inc. GMS Upgrade Outperform
(Neutral)
43.00
(46.49)
8.12% Details
5/4/2021 Builders FirstSource BLDR Maintain Outperform
(N/A)
 
 
  Details
4/23/2021 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
4/23/2021 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
3/1/2021 Builders FirstSource BLDR Maintain Outperform
(N/A)
 
 
  Details
2/16/2021 Waste Management WM Downgrade Neutral
(Outperform)
113.22
(154.19)
36.19% Details
2/16/2021 Republic Services RSG Downgrade Neutral
(Outperform)
91.29
(124.81)
36.72% Details
1/13/2021 Builders FirstSource BLDR New Coverage Outperform
(N/A)
39.63
(40.98)
3.41% Details
10/12/2020 Beacon Roofing Supply BECN Upgrade Outperform
(Neutral)
35.85
(48.94)
36.51% Details
9/16/2020 Waste Management WM Maintain Outperform
(N/A)
 
 
  Details
9/16/2020 Republic Services RSG Maintain Outperform
(N/A)
 
 
  Details
9/15/2020 SiteOne Landscape Supply SITE Upgrade Outperform
(Neutral)
112.38
(207.98)
85.07% Details
9/11/2020 MSC Industrial MSM Maintain Outperform
(N/A)
 
 
  Details
9/10/2020 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
9/8/2020 Fastenal FAST Maintain Outperform
(N/A)
 
 
  Details
8/14/2020 WESCO International WCC Maintain Neutral
(N/A)
 
 
  Details
8/13/2020 Applied Industrial Technologies AIT Maintain Outperform
(N/A)
 
 
  Details
8/12/2020 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
8/6/2020 Clean Harbors CLH Maintain Outperform
(N/A)
 
 
  Details
7/30/2020 SiteOne Landscape Supply SITE Maintain Neutral
(N/A)
 
 
  Details
7/30/2020 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
7/24/2020 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
7/24/2020 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
7/24/2020 WW Grainger GWW Maintain Outperform
(N/A)
 
 
  Details
7/21/2020 WW Grainger GWW Maintain Outperform
(N/A)
 
 
  Details
6/24/2020 WESCO International WCC Downgrade Neutral
(N/A)
38.75
(117.50)
203.23% Details
6/19/2020 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
6/10/2020 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
6/10/2020 GMS Inc. GMS Maintain Neutral
(N/A)
 
 
  Details
6/10/2020 SiteOne Landscape Supply SITE Maintain Neutral
(N/A)
 
 
  Details
6/10/2020 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
6/10/2020 MSC Industrial MSM Maintain Outperform
(N/A)
 
 
  Details
6/10/2020 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
6/10/2020 WESCO International WCC Maintain Outperform
(N/A)
 
 
  Details
6/10/2020 WW Grainger GWW Maintain Outperform
(N/A)
 
 
  Details
6/10/2020 Applied Industrial Technologies AIT Maintain Outperform
(N/A)
 
 
  Details
5/29/2020 Republic Services RSG New Coverage Outperform
(N/A)
83.97
(124.81)
48.64% Details
5/29/2020 Waste Management WM New Coverage Outperform
(N/A)
104.30
(154.19)
47.83% Details
5/8/2020 Beacon Roofing Supply BECN Maintain Neutral
(N/A)
 
 
  Details
5/7/2020 Fastenal FAST Maintain Outperform
(N/A)
 
 
  Details
4/24/2020 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
4/17/2020 Stericycle SRCL Maintain Outperform
(N/A)
 
 
  Details
4/17/2020 Heritage-Crystal Clean HCCI Maintain Outperform
(N/A)
 
 
  Details
4/17/2020 Clean Harbors CLH Maintain Outperform
(N/A)
 
 
  Details
4/15/2020 Fastenal FAST Maintain Outperform
(N/A)
 
 
  Details
4/9/2020 MSC Industrial MSM Maintain Outperform
(N/A)
 
 
  Details
4/9/2020 Beacon Roofing Supply BECN Maintain Neutral
(N/A)
 
 
  Details
4/9/2020 GMS Inc. GMS Maintain Neutral
(N/A)
 
 
  Details
4/9/2020 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
4/6/2020 SiteOne Landscape Supply SITE Downgrade Neutral
(Outperform)
69.83
(207.98)
197.84% Details
3/31/2020 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
3/31/2020 SiteOne Landscape Supply SITE Maintain Outperform
(N/A)
 
 
  Details
3/31/2020 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
3/31/2020 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
3/30/2020 Stericycle SRCL Upgrade Outperform
(Neutral)
43.15
(69.23)
60.44% Details
3/27/2020 WESCO International WCC Maintain Outperform
(N/A)
 
 
  Details
3/27/2020 Fastenal FAST Maintain Outperform
(N/A)
 
 
  Details
3/27/2020 Applied Industrial Technologies AIT Maintain Outperform
(N/A)
 
 
  Details
3/27/2020 WW Grainger GWW Upgrade Outperform
(Neutral)
237.29
(405.35)
70.82% Details
3/27/2020 MSC Industrial MSM Upgrade Outperform
(Neutral)
49.73
(80.51)
61.89% Details
3/18/2020 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
3/13/2020 Fastenal FAST Upgrade Outperform
(Neutral)
32.93
(54.10)
64.29% Details
3/6/2020 GMS Inc. GMS Maintain Neutral
(N/A)
 
 
  Details
3/4/2020 Heritage-Crystal Clean HCCI Maintain Outperform
(N/A)
 
 
  Details
2/10/2020 Stericycle SRCL Maintain Neutral
(N/A)
 
 
  Details
1/3/2020 Anixter International AXE Maintain Neutral
(N/A)
 
 
  Details
12/27/2019 Anixter International AXE Maintain Neutral
(N/A)
 
 
  Details
12/13/2019 Applied Industrial Technologies AIT New Coverage Outperform
(N/A)
64.87
(88.45)
36.35% Details
12/6/2019 GMS Inc. GMS Maintain Neutral
(N/A)
 
 
  Details
12/6/2019 Clean Harbors CLH Maintain Outperform
(N/A)
 
 
  Details
11/5/2019 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
10/24/2019 MSC Industrial MSM Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 Watsco WSO Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
10/14/2019 Fastenal FAST Maintain Neutral
(N/A)
 
 
  Details
10/11/2019 Fastenal FAST Maintain Neutral
(N/A)
 
 
  Details
9/26/2019 HD Supply Holdings HDS Maintain Neutral
(N/A)
 
 
  Details
9/11/2019 HD Supply Holdings HDS Downgrade Neutral
(Outperform)
40.82
(55.99)
37.16% Details
8/22/2019 WESCO International WCC Upgrade Outperform
(Neutral)
43.28
(117.50)
171.49% Details
8/2/2019 WESCO International WCC Maintain Neutral
(N/A)
 
 
  Details
8/2/2019 Stericycle SRCL Upgrade Neutral
(Underperform)
45.96
(69.23)
50.63% Details
7/19/2019 Pool Corp POOl Maintain Outperform
(N/A)
 
 
  Details
6/25/2019 SiteOne Landscape Supply SITE Upgrade Outperform
(Neutral)
67.25
(207.98)
209.26% Details
6/7/2019 Fastenal FAST Maintain Neutral
(N/A)
 
 
  Details
5/7/2019 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
4/22/2019 Pool Corp POOL Maintain Outperform
(N/A)
 
 
  Details
4/18/2019 Stericycle SRCL Downgrade Underperform
(Neutral)
56.69
(45.96)
-18.93% Details
4/11/2019 Fastenal FAST Maintain Neutral
(N/A)
 
 
  Details
4/10/2019 MSC Industrial MSM Maintain Neutral
(N/A)
 
 
  Details
3/26/2019 Beacon Roofing Supply BECN Maintain Neutral
(N/A)
 
 
  Details
2/22/2019 Pool Corp POOL Upgrade Outperform
(Neutral)
155.38
(465.49)
199.58% Details
2/15/2019 Now Inc DNOW Maintain Neutral
(Neutral)
 
 
  Details
2/15/2019 Pool Corp POOL Maintain Neutral
(N/A)
 
 
  Details
2/8/2019 Beacon Roofing Supply BECN Maintain Neutral
(N/A)
 
 
  Details
2/1/2019 WESCO International WCC Maintain Neutral
(N/A)
 
 
  Details
1/25/2019 HD Supply Holdings HDS Upgrade Outperform
(Neutral)
39.92
(40.82)
2.25% Details
12/10/2018 GMS Inc. GMS Maintain Neutral
(N/A)
 
 
  Details
11/2/2018 Foundation Building Materials Inc. FBM Maintain Neutral
(N/A)
 
 
  Details
11/1/2018 SiteOne Landscape Supply SITE Maintain Neutral
(N/A)
 
 
  Details
11/1/2018 Clean Harbors CLH Maintain Outperform
(N/A)
 
 
  Details
10/19/2018 Pool Corp POOL Maintain Neutral
(N/A)
 
 
  Details
10/19/2018 Heritage-Crystal Clean HCCI Maintain Outperform
(N/A)
 
 
  Details
10/2/2018 Beacon Roofing Supply BECN Downgrade Neutral
(Outperform)
36.19
(48.94)
35.23% Details
9/25/2018 Heritage-Crystal Clean HCCI Upgrade Outperform
(Neutral)
20.60
(29.17)
41.6% Details