Quarterly Schedule

Earnings season will begin for me with KMI on 10/16, and last about one month until JACK reports 11/21. The election will deliver another puzzle piece on 11/5.

1. Kinder Morgan - 10/16

2. Brunwick - 10/24

3. FirstCash - 10/24

4. Darling - 10/25

5. Rayonier - 10/29

6. Royal Gold - 10/31

7. Titan Int. - 10/31

8. HF Sinclair - 10/31

9. Chart - 11/1

10. Red Rock Resorts 11/1

11. Corteva - 11/6

12. Revvity - 11/7

13. Treehouse - 11/7

14. Halliburton - 11/7

15. Nutrien - 11/7

16. Nexstar - 11/7

17. Royalty Pharma - 11/8

18. Middleby -11/8

19. Tyson - 11/11 - September year end

20. Jack in the Box - 11/21 - September year end

xxxxxxxxxxxxxxxxxxxxxxx

These are the 10 stocks ‘knocking at the door”, trying to get into the portfolio.

1. LKQ - 10/24

2. MGP Ingredients - 10/31

3. Vail Resorts - 12/8 - July year end

4. Oxford Industries - 12/8 - January year end

5. Coty - 11/6 - June year end

6. Magnite - 11/6

7. Rogers - 10/30

8. Charles River - 11/7

9. Dow Chemical - 10/24

10. Conagra - 10/2 - May year end - reported a bad number, knocking louder