Research Publications

In this section, you will find a sampling of our published research. The left side holds our quarterly market commentary while the right contains some (delayed) examples of our one-page write-ups on selected stock holdings. Our most current ideas and thoughts are reserved for our clients.

STOCK MARKET AND
ECONOMIC COMMENTARY:

• Kokua 2Q 2023 Quarterly Letter

• Kokua 1Q 2023 Quarterly Letter

• Kokua 4Q 2022 Quarterly Letter

• Kokua 3Q 2022 Quarterly Letter

• Kokua 2Q 2022 Quarterly Letter

• Kokua 1Q 2022 Quarterly Letter

• Kokua 4Q 2021 Quarterly Letter

• Kokua 3Q 2021 Quarterly Letter

• Kokua 2Q 2021 Quarterly Letter

• Kokua 1Q 2021 Market Outlook

• Kokua 4Q 2020 Market Outlook

• Kokua 3Q 2020 Market Outlook

• Kokua 2Q 2020 Market Outlook

• Kokua 1Q 2020 Market Outlook

• Kokua 4Q 2019 Market Outlook

• Kokua 3Q 2019 Market Outlook

• Kokua 2Q 2019 Market Outlook

• Kokua 1Q 2019 Market Outlook

• Kokua 4Q 2018 Market Outlook

• Kokua 3Q 2018 Market Outlook

• Kokua 2Q 2018 Market Outlook

• Kokua 1Q 2018 Market Outlook

• Kokua 4Q 2017 Market Outlook

• Kokua 3Q 2017 Market Outlook

• Kokua 2Q 2017 Market Outlook

• Kokua 1Q 2017 Market Outlook

• Kokua 4Q 2016 Market Outlook

SELECTEd company research:

Please see important disclosures regarding our research.

(This is not a current list or an exhaustive list; our most current thoughts are reserved for Kokua clients. The below pieces are not buy or sell recommendations but are designed to give you an idea of the types of companies we invest in and the thought process that goes into our decision making.)

• Airbus (EADSY) 10/6/22

• Twitter (TWTR) 10/6/22

• Brinker International (EAT) 10/6/22

• Amazon (AMZN) 4/8/22

• GXO Logistics (GXO) 1/5/22

• Pepsico (PEP) 10/4/21

• Organon (OGN) 10/4/21

• NextEra Energy Partners (NEP) 7/2/21

• Union Pacific (UNP) 4/5/21

• Public Storage (PSA) 4/5/21

• Magna International (MGA) 1/8/21

• Diageo (DEO) 10/2/20

• Costco (COST) 7/7/20

• Disney (DIS) 7/7/20

• Ulta Beauty (ULTA) 1/12/20

• Discovery Communications (DISCA) 1/12/20

• Dominion (D) 10/8/19

• Intel (INTC) - 10/8/19

• Davita (DVA) - 7/6/19

• JP Morgan Chase (JPM) - 5/17/19

• Bright Horizons Family Solutions (BFAM) - 7/5/18

• IQVIA (IQV) - 7/5/18

• Brookfield Infrastructure Partners (BIP) - 2/16/18

• Alphabet (Google) (GOOG) - 2/16/18

• Federal Express (FDX) - 1/9/18

• Salesforce.com (CRM) - 12/1/17

• EOG Resources (EOG) - 11/6/17

• Enterprise Products (EPD) - 11/4/17

• Fidelity National Information Services (FIS) - 11/1/17

• Delta Airlines (DAL) - 10/18/17

• Home Depot (HD) - 8/23/17

• NRG Yield (NYLD) - 8/5/17

• Johnson Controls (JCI) - 7/27/17

• American Tower (AMT) - 7/28/17

• Blackstone Mortgage Trust (BXMT) - 7/28/17

• LyondellBassel (LYB) - 7/28/17