The firm recently hosted an idea dinner focused on materials and infrastructure companies. Below is a list of companies discussed

Stocks Discussed

• AA
• ALTA
• ARG/TO
• BWXT
• CHK
• GNRC
• KBH
• METC
• RWE/EU 
• S/TO
• VET 
• VNOM

Please let us know if you would like to learn more about ideas discussed or if you would like to participate in the next event