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David Manthey's Stock Ratings
Baird Analyst
David Manthey is an analyst at Baird. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/02/2025
Overall Average Return
17.4%
Smart Score
Overall Average Return Percentile
77th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/01/2025 | CLH | Buy Now | Clean Harbors | $217.38 | 17.31% | David Manthey75% | $250 → $255 | Maintains | Outperform | Get Alert |
| 04/30/2025 | WM | Buy Now | Waste Management | $234.70 | 4.39% | David Manthey75% | $235 → $245 | Maintains | Neutral | Get Alert |
| 04/30/2025 | HLMN | Buy Now | Hillman Solns | $7.03 | 13.8% | David Manthey75% | $9 → $8 | Maintains | Neutral | Get Alert |
| 04/25/2025 | RSG | Buy Now | Republic Services | $249.41 | -1.77% | David Manthey75% | $232 → $245 | Maintains | Neutral | Get Alert |
| 04/25/2025 | POOL | Buy Now | Pool | $296.35 | 4.61% | David Manthey75% | $325 → $310 | Maintains | Neutral | Get Alert |
| 04/24/2025 | WSO | Buy Now | Watsco | $461.17 | 17.09% | David Manthey75% | $560 → $540 | Maintains | Outperform | Get Alert |
| 04/16/2025 | HLMN | Buy Now | Hillman Solns | $7.03 | 28.02% | David Manthey75% | $12 → $9 | Downgrade | Outperform → Neutral | Get Alert |
| 04/14/2025 | FAST | Buy Now | Fastenal | $80.72 | 6.54% | David Manthey75% | $80 → $86 | Maintains | Neutral | Get Alert |
| 04/04/2025 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 10.69% | David Manthey75% | $90 → $84 | Maintains | Neutral | Get Alert |
| 03/26/2025 | CNM | Buy Now | Core & Main | $53.02 | 22.6% | David Manthey75% | $66 → $65 | Maintains | Outperform | Get Alert |
| 03/12/2025 | FERG | Buy Now | Ferguson Enterprises | $169.70 | 11.96% | David Manthey75% | $225 → $190 | Maintains | Outperform | Get Alert |
| 03/07/2025 | GMS | Buy Now | GMS | $73.28 | 26.91% | David Manthey75% | $110 → $93 | Maintains | Outperform | Get Alert |
| 02/28/2025 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -0.18% | David Manthey75% | $120 → $124 | Maintains | Outperform | Get Alert |
| 02/20/2025 | CLH | Buy Now | Clean Harbors | $217.38 | 25.13% | David Manthey75% | $285 → $272 | Maintains | Outperform | Get Alert |
| 02/19/2025 | WSO | Buy Now | Watsco | $461.17 | 21.43% | David Manthey75% | $540 → $560 | Maintains | Outperform | Get Alert |
| 02/19/2025 | HLMN | Buy Now | Hillman Solns | $7.03 | 70.7% | David Manthey75% | $14 → $12 | Maintains | Outperform | Get Alert |
| 02/13/2025 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 49.69% | David Manthey75% | $183 → $175 | Maintains | Outperform | Get Alert |
| 01/30/2025 | AIT | Buy Now | Applied Industrial Techs | $228.73 | 20.23% | David Manthey75% | $250 → $275 | Maintains | Outperform | Get Alert |
| 12/11/2024 | FERG | Buy Now | Ferguson Enterprises | $169.70 | 32.59% | David Manthey75% | $230 → $225 | Maintains | Outperform | Get Alert |
| 12/06/2024 | GMS | Buy Now | GMS | $73.28 | 50.11% | David Manthey75% | $115 → $110 | Maintains | Outperform | Get Alert |
| 12/04/2024 | CNM | Buy Now | Core & Main | $53.02 | 24.48% | David Manthey75% | $60 → $66 | Maintains | Outperform | Get Alert |
| 11/06/2024 | HLMN | Buy Now | Hillman Solns | $7.03 | 99.15% | David Manthey75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/01/2024 | WCC | Buy Now | WESCO Intl | $152.03 | 46.68% | David Manthey75% | $215 → $223 | Maintains | Outperform | Get Alert |
| 10/31/2024 | CLH | Buy Now | Clean Harbors | $217.38 | 31.11% | David Manthey75% | $300 → $285 | Maintains | Outperform | Get Alert |
| 10/24/2024 | WSO | Buy Now | Watsco | $461.17 | 17.09% | David Manthey75% | $550 → $540 | Maintains | Outperform | Get Alert |
| 10/16/2024 | WSO | Buy Now | Watsco | $461.17 | 19.26% | David Manthey75% | $522 → $550 | Maintains | Outperform | Get Alert |
| 10/16/2024 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 56.53% | David Manthey75% | $168 → $183 | Maintains | Outperform | Get Alert |
| 10/16/2024 | POOL | Buy Now | Pool | $296.35 | 37.68% | David Manthey75% | $377 → $408 | Maintains | Neutral | Get Alert |
| 10/16/2024 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 19.91% | David Manthey75% | $84 → $91 | Maintains | Neutral | Get Alert |
| 10/16/2024 | GMS | Buy Now | GMS | $73.28 | 56.93% | David Manthey75% | $96 → $115 | Maintains | Outperform | Get Alert |
| 10/16/2024 | FERG | Buy Now | Ferguson Enterprises | $169.70 | 35.53% | David Manthey75% | $225 → $230 | Maintains | Outperform | Get Alert |
| 10/16/2024 | CNM | Buy Now | Core & Main | $53.02 | 13.16% | David Manthey75% | $53 → $60 | Maintains | Outperform | Get Alert |
| 10/16/2024 | BLDR | Buy Now | Builders FirstSource | $112.33 | 97.64% | David Manthey75% | $190 → $222 | Maintains | Outperform | Get Alert |
| 10/16/2024 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -3.4% | David Manthey75% | $115 → $120 | Maintains | Outperform | Get Alert |
| 10/16/2024 | AIT | Buy Now | Applied Industrial Techs | $228.73 | 9.3% | David Manthey75% | $210 → $250 | Maintains | Outperform | Get Alert |
| 10/16/2024 | GWW | Buy Now | W.W. Grainger | $1.05K | 16.76% | David Manthey75% | $975 → $1230 | Upgrade | Neutral → Outperform | Get Alert |
| 10/14/2024 | FAST | Buy Now | Fastenal | $80.72 | -0.89% | David Manthey75% | $67 → $80 | Maintains | Neutral | Get Alert |
| 09/18/2024 | FERG | Buy Now | Ferguson Enterprises | $169.70 | 32.59% | David Manthey75% | $222 → $225 | Maintains | Outperform | Get Alert |
| 09/05/2024 | CNM | Buy Now | Core & Main | $53.02 | -0.04% | David Manthey75% | $62 → $53 | Maintains | Outperform | Get Alert |
| 08/29/2024 | AIT | Buy Now | Applied Industrial Techs | $228.73 | -8.19% | David Manthey75% | $205 → $210 | Maintains | Outperform | Get Alert |
| 08/07/2024 | BLDR | Buy Now | Builders FirstSource | $112.33 | 69.15% | David Manthey75% | $185 → $190 | Upgrade | Neutral → Outperform | Get Alert |
| 08/02/2024 | WCC | Buy Now | WESCO Intl | $152.03 | 13.14% | David Manthey75% | $195 → $172 | Maintains | Neutral | Get Alert |
| 08/02/2024 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -7.42% | David Manthey75% | $117 → $115 | Maintains | Outperform | Get Alert |
| 08/01/2024 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 43.7% | David Manthey75% | $175 → $168 | Maintains | Outperform | Get Alert |
| 08/01/2024 | CLH | Buy Now | Clean Harbors | $217.38 | 23.29% | David Manthey75% | $242 → $268 | Maintains | Outperform | Get Alert |
| 07/31/2024 | WSO | Buy Now | Watsco | $461.17 | 13.19% | David Manthey75% | $460 → $522 | Maintains | Outperform | Get Alert |
| 07/26/2024 | WM | Buy Now | Waste Management | $234.70 | -7.97% | David Manthey75% | $226 → $216 | Maintains | Neutral | Get Alert |
| 07/26/2024 | POOL | Buy Now | Pool | $296.35 | 27.21% | David Manthey75% | $305 → $377 | Maintains | Neutral | Get Alert |
| 07/25/2024 | RSG | Buy Now | Republic Servs | $249.41 | -15.8% | David Manthey75% | $208 → $210 | Maintains | Neutral | Get Alert |
| 06/25/2024 | POOL | Buy Now | Pool | $296.35 | 2.92% | David Manthey75% | $380 → $305 | Maintains | Neutral | Get Alert |
| 06/21/2024 | GMS | Buy Now | GMS | $73.28 | 36.46% | David Manthey75% | $112 → $100 | Maintains | Outperform | Get Alert |
| 06/14/2024 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 10.69% | David Manthey75% | $95 → $84 | Maintains | Neutral | Get Alert |
| 06/05/2024 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 49.69% | David Manthey75% | $185 → $175 | Maintains | Outperform | Get Alert |
| 05/29/2024 | WCC | Buy Now | WESCO Intl | $152.03 | 28.26% | David Manthey75% | $200 → $195 | Downgrade | Outperform → Neutral | Get Alert |
| 05/29/2024 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 25.18% | David Manthey75% | $112 → $95 | Downgrade | Outperform → Neutral | Get Alert |
| 05/08/2024 | HLMN | Buy Now | Hillman Solns | $7.03 | 56.47% | David Manthey75% | $10 → $11 | Maintains | Outperform | Get Alert |
| 05/08/2024 | BLDR | Buy Now | Builders FirstSource | $112.33 | 75.38% | David Manthey75% | $207 → $197 | Maintains | Neutral | Get Alert |
| 05/07/2024 | FAST | Buy Now | Fastenal | $80.72 | -14.52% | David Manthey75% | $71 → $69 | Maintains | Neutral | Get Alert |
| 05/03/2024 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -5.81% | David Manthey75% | $115 → $117 | Maintains | Outperform | Get Alert |
| 05/02/2024 | CLH | Buy Now | Clean Harbors | $217.38 | 10.41% | David Manthey75% | $235 → $240 | Maintains | Outperform | Get Alert |
| 04/30/2024 | WM | Buy Now | Waste Management | $234.70 | -5.41% | David Manthey75% | $214 → $222 | Maintains | Neutral | Get Alert |
| 04/26/2024 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $62 → $55 | Maintains | Neutral | Get Alert |
| 04/25/2024 | WSO | Buy Now | Watsco | $461.17 | -0.25% | David Manthey75% | $420 → $460 | Maintains | Outperform | Get Alert |
| 04/16/2024 | CLH | Buy Now | Clean Harbors | $217.38 | 8.11% | David Manthey75% | $192 → $235 | Maintains | Outperform | Get Alert |
| 04/12/2024 | FAST | Buy Now | Fastenal | $80.72 | -12.04% | David Manthey75% | $77 → $71 | Maintains | Neutral | Get Alert |
| 03/07/2024 | FAST | Buy Now | Fastenal | $80.72 | -4.61% | David Manthey75% | $74 → $77 | Maintains | Neutral | Get Alert |
| 03/06/2024 | FERG | Buy Now | Ferguson | $169.70 | 30.82% | David Manthey75% | $205 → $222 | Maintains | Outperform | Get Alert |
| 03/01/2024 | GMS | Buy Now | GMS | $73.28 | 43.29% | David Manthey75% | $92 → $105 | Maintains | Outperform | Get Alert |
| 02/29/2024 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -7.42% | David Manthey75% | $99 → $115 | Upgrade | Neutral → Outperform | Get Alert |
| 02/15/2024 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 62.52% | David Manthey75% | $175 → $190 | Maintains | Outperform | Get Alert |
| 02/14/2024 | WSO | Buy Now | Watsco | $461.17 | -11.1% | David Manthey75% | $400 → $410 | Maintains | Outperform | Get Alert |
| 02/14/2024 | WCC | Buy Now | WESCO Intl | $152.03 | 11.82% | David Manthey75% | $203 → $170 | Maintains | Outperform | Get Alert |
| 01/19/2024 | FAST | Buy Now | Fastenal | $80.72 | -9.56% | David Manthey75% | $62 → $73 | Maintains | Neutral | Get Alert |
| 09/27/2023 | FERG | Buy Now | Ferguson | $169.70 | 6.07% | David Manthey75% | $172 → $180 | Maintains | Outperform | Get Alert |
| 08/11/2023 | AIT | Buy Now | Applied Industrial | $228.73 | -19.12% | David Manthey75% | $161 → $185 | Maintains | Outperform | Get Alert |
| 08/02/2023 | WSO | Buy Now | Watsco | $461.17 | -17.6% | David Manthey75% | $375 → $380 | Maintains | Outperform | Get Alert |
| 07/28/2023 | GWW | Buy Now | W.W. Grainger | $1.05K | -25.01% | David Manthey75% | $795 → $790 | Maintains | Outperform | Get Alert |
| 06/30/2023 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 44.95% | David Manthey75% | $104 → $110 | Maintains | Outperform | Get Alert |
| 06/07/2023 | CNM | Buy Now | Core & Main | $53.02 | -35.87% | David Manthey75% | $33 → $34 | Maintains | Outperform | Get Alert |
| 06/02/2023 | LULU | Buy Now | Lululemon Athletica | $268.60 | 61.95% | David Manthey75% | $430 → $435 | Maintains | Outperform | Get Alert |
| 05/11/2023 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $50 → $54 | Maintains | Outperform | Get Alert |
| 05/05/2023 | WCC | Buy Now | WESCO Intl | $152.03 | 18.4% | David Manthey75% | → $180 | Upgrade | Neutral → Outperform | Get Alert |
| 05/04/2023 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 45.41% | David Manthey75% | $163 → $170 | Maintains | Outperform | Get Alert |
| 05/04/2023 | CLH | Buy Now | Clean Harbors | $217.38 | -24.1% | David Manthey75% | $160 → $165 | Maintains | Outperform | Get Alert |
| 05/04/2023 | BLDR | Buy Now | Builders FirstSource | $112.33 | -14.53% | David Manthey75% | → $96 | Downgrade | Outperform → Neutral | Get Alert |
| 04/28/2023 | WM | Buy Now | Waste Management | $234.70 | -28.85% | David Manthey75% | → $167 | Maintains | Neutral | Get Alert |
| 04/28/2023 | GWW | Buy Now | W.W. Grainger | $1.05K | -27.85% | David Manthey75% | $730 → $760 | Maintains | Outperform | Get Alert |
| 04/28/2023 | AIT | Buy Now | Applied Industrial | $228.73 | -29.61% | David Manthey75% | $160 → $161 | Maintains | Outperform | Get Alert |
| 04/21/2023 | WSO | Buy Now | Watsco | $461.17 | -18.69% | David Manthey75% | $355 → $375 | Maintains | Outperform | Get Alert |
| 04/21/2023 | POOL | Buy Now | Pool | $296.35 | 24.85% | David Manthey75% | $385 → $370 | Maintains | Neutral | Get Alert |
| 04/19/2023 | WSO | Buy Now | Watsco | $461.17 | -23.02% | David Manthey75% | $350 → $355 | Maintains | Outperform | Get Alert |
| 04/19/2023 | POOL | Buy Now | Pool | $296.35 | 29.91% | David Manthey75% | $404 → $385 | Maintains | Neutral | Get Alert |
| 04/14/2023 | FAST | Buy Now | Fastenal | $80.72 | -29.39% | David Manthey75% | $56 → $57 | Maintains | Neutral | Get Alert |
| 04/05/2023 | WM | Buy Now | Waste Management | $234.70 | -29.7% | David Manthey75% | → $165 | Maintains | Neutral | Get Alert |
| 04/05/2023 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 37.04% | David Manthey75% | $95 → $104 | Maintains | Outperform | Get Alert |
| 03/29/2023 | CNM | Buy Now | Core & Main | $53.02 | -37.76% | David Manthey75% | $29 → $33 | Maintains | Outperform | Get Alert |
| 03/29/2023 | LULU | Buy Now | Lululemon Athletica | $268.60 | 58.23% | David Manthey75% | $410 → $425 | Maintains | Outperform | Get Alert |
| 03/17/2023 | AIT | Buy Now | Applied Industrial | $228.73 | -30.05% | David Manthey75% | → $160 | Upgrade | Neutral → Outperform | Get Alert |
| 03/07/2023 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $42 → $43 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BLDR | Buy Now | Builders FirstSource | $112.33 | -14.53% | David Manthey75% | $80 → $96 | Maintains | Outperform | Get Alert |
| 02/27/2023 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -38.82% | David Manthey75% | $65 → $76 | Maintains | Neutral | Get Alert |
| 02/24/2023 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $65 → $53 | Downgrade | Outperform → Neutral | Get Alert |
| 02/17/2023 | WSO | Buy Now | Watsco | $461.17 | -24.11% | David Manthey75% | $323 → $350 | Maintains | Outperform | Get Alert |
| 02/17/2023 | POOL | Buy Now | Pool | $296.35 | 36.33% | David Manthey75% | $368 → $404 | Maintains | Neutral | Get Alert |
| 02/16/2023 | RSG | Buy Now | Republic Servs | $249.41 | -43.07% | David Manthey75% | $136 → $142 | Maintains | Neutral | Get Alert |
| 02/16/2023 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 39.42% | David Manthey75% | $160 → $163 | Maintains | Outperform | Get Alert |
| 02/15/2023 | WCC | Buy Now | WESCO Intl | $152.03 | 24.32% | David Manthey75% | $170 → $189 | Maintains | Neutral | Get Alert |
| 01/31/2023 | WM | Buy Now | Waste Management | $234.70 | -31.83% | David Manthey75% | $166 → $160 | Maintains | Neutral | Get Alert |
| 01/27/2023 | AIT | Buy Now | Applied Industrial | $228.73 | -30.05% | David Manthey75% | $138 → $160 | Maintains | Neutral | Get Alert |
| 01/24/2023 | WCC | Buy Now | WESCO Intl | $152.03 | 11.82% | David Manthey75% | $161 → $170 | Maintains | Neutral | Get Alert |
| 01/24/2023 | GWW | Buy Now | W.W. Grainger | $1.05K | -38.3% | David Manthey75% | $640 → $650 | Maintains | Outperform | Get Alert |
| 01/24/2023 | GMS | Buy Now | GMS | $73.28 | -7.21% | David Manthey75% | $67 → $68 | Maintains | Outperform | Get Alert |
| 01/24/2023 | FERG | Buy Now | Ferguson | $169.70 | -5.72% | David Manthey75% | $155 → $160 | Maintains | Outperform | Get Alert |
| 01/24/2023 | CNM | Buy Now | Core & Main | $53.02 | -45.3% | David Manthey75% | $30 → $29 | Maintains | Outperform | Get Alert |
| 01/24/2023 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -47.67% | David Manthey75% | $67 → $65 | Maintains | Neutral | Get Alert |
| 01/24/2023 | AIT | Buy Now | Applied Industrial | $228.73 | -39.67% | David Manthey75% | $137 → $138 | Maintains | Neutral | Get Alert |
| 10/31/2022 | GWW | Buy Now | W.W. Grainger | $1.05K | -39.25% | David Manthey75% | $590 → $640 | Maintains | Outperform | Get Alert |
| 10/26/2022 | WM | Buy Now | Waste Management | $234.70 | -29.27% | David Manthey75% | $166 → $166 | Maintains | Neutral | Get Alert |
| 10/21/2022 | POOL | Buy Now | Pool | $296.35 | 24.18% | David Manthey75% | $398 → $368 | Maintains | Neutral | Get Alert |
| 10/21/2022 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $42 → $40 | Maintains | Outperform | Get Alert |
| 10/19/2022 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 28.3% | David Manthey75% | → $150 | Upgrade | Neutral → Outperform | Get Alert |
| 10/14/2022 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -47.67% | David Manthey75% | $77 → $65 | Downgrade | Outperform → Neutral | Get Alert |
| 09/28/2022 | FERG | Buy Now | Ferguson | $169.70 | -17.5% | David Manthey75% | $132 → $140 | Maintains | Outperform | Get Alert |
| 09/14/2022 | CNM | Buy Now | Core & Main | $53.02 | -43.42% | David Manthey75% | $27 → $30 | Maintains | Outperform | Get Alert |
| 08/12/2022 | AIT | Buy Now | Applied Industrial | $228.73 | -43.6% | David Manthey75% | → $129 | Downgrade | Outperform → Neutral | Get Alert |
| 08/02/2022 | BLDR | Buy Now | Builders FirstSource | $112.33 | -10.97% | David Manthey75% | $74 → $100 | Maintains | Outperform | Get Alert |
| 08/01/2022 | GWW | Buy Now | W.W. Grainger | $1.05K | -43.04% | David Manthey75% | $505 → $600 | Maintains | Outperform | Get Alert |
| 07/27/2022 | WM | Buy Now | Waste Management | $234.70 | -29.27% | David Manthey75% | → $166 | Maintains | Neutral | Get Alert |
| 07/27/2022 | WSO | Buy Now | Watsco | $461.17 | -29.96% | David Manthey75% | $313 → $323 | Maintains | Outperform | Get Alert |
| 07/14/2022 | WSO | Buy Now | Watsco | $461.17 | -32.13% | David Manthey75% | → $313 | Upgrade | Neutral → Outperform | Get Alert |
| 07/14/2022 | FAST | Buy Now | Fastenal | $80.72 | -40.53% | David Manthey75% | → $48 | Downgrade | Outperform → Neutral | Get Alert |
| 07/14/2022 | POOL | Buy Now | Pool | $296.35 | 34.3% | David Manthey75% | → $398 | Downgrade | Outperform → Neutral | Get Alert |
| 07/14/2022 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 10.34% | David Manthey75% | → $129 | Downgrade | Outperform → Neutral | Get Alert |
| 06/30/2022 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 31.77% | David Manthey75% | $105 → $100 | Maintains | Outperform | Get Alert |
| 06/24/2022 | GMS | Buy Now | GMS | $73.28 | -24.95% | David Manthey75% | $68 → $55 | Maintains | Outperform | Get Alert |
| 06/15/2022 | CNM | Buy Now | Core & Main | $53.02 | -45.3% | David Manthey75% | $28 → $29 | Maintains | Outperform | Get Alert |
| 02/25/2022 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $77 → $72 | Maintains | Outperform | Get Alert |
| 02/18/2022 | POOL | Buy Now | Pool | $296.35 | 102.46% | David Manthey75% | $555 → $600 | Maintains | Outperform | Get Alert |
| 02/02/2022 | WM | Buy Now | Waste Management | $234.70 | -35.24% | David Manthey75% | → $152 | Maintains | Neutral | Get Alert |
| 12/16/2021 | FERG | Buy Now | Ferguson | $169.70 | 17.86% | David Manthey75% | → $200 | Initiates | → Outperform | Get Alert |
| 10/26/2021 | WM | Buy Now | Waste Management | $234.70 | -33.53% | David Manthey75% | $156 → $156 | Maintains | Neutral | Get Alert |
| 08/18/2021 | AIT | Buy Now | Applied Industrial | $228.73 | -51.47% | David Manthey75% | $104 → $111 | Maintains | Outperform | Get Alert |
| 08/17/2021 | CNM | Buy Now | Core & Main | $53.02 | -39.65% | David Manthey75% | → $32 | Initiates | → Outperform | Get Alert |
| 08/10/2021 | HLMN | Buy Now | Hillman Solutions | $7.03 | 141.82% | David Manthey75% | → $17 | Initiates | → Outperform | Get Alert |
| 07/28/2021 | WM | Buy Now | Waste Management | $234.70 | -33.53% | David Manthey75% | → $156 | Maintains | Neutral | Get Alert |
| 06/25/2021 | GMS | Buy Now | GMS | $73.28 | -20.85% | David Manthey75% | $50 → $58 | Upgrade | Neutral → Outperform | Get Alert |
| 05/03/2021 | GWW | Buy Now | W.W. Grainger | $1.05K | -52.54% | David Manthey75% | $452 → $500 | Maintains | Outperform | Get Alert |
| 02/16/2021 | RSG | Buy Now | Republic Servs | $249.41 | -61.51% | David Manthey75% | $103 → $96 | Downgrade | Outperform → Neutral | Get Alert |
| 02/16/2021 | WM | Buy Now | Waste Management | $234.70 | -48.02% | David Manthey75% | $128 → $122 | Downgrade | Outperform → Neutral | Get Alert |
| 10/12/2020 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -65.38% | David Manthey75% | $36 → $43 | Upgrade | Neutral → Outperform | Get Alert |
| 09/16/2020 | WM | Buy Now | Waste Management | $234.70 | -45.46% | David Manthey75% | $122 → $128 | Maintains | Outperform | Get Alert |
| 09/15/2020 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | 15.47% | David Manthey75% | → $135 | Upgrade | Neutral → Outperform | Get Alert |
| 07/21/2020 | GWW | Buy Now | W.W. Grainger | $1.05K | -65.83% | David Manthey75% | $335 → $360 | Maintains | Outperform | Get Alert |
| 06/19/2020 | POOL | Buy Now | Pool | $296.35 | -8.55% | David Manthey75% | $258 → $271 | Maintains | Outperform | Get Alert |
| 05/29/2020 | RSG | Buy Now | Republic Servs | $249.41 | -63.91% | David Manthey75% | → $90 | Initiates | → Outperform | Get Alert |
| 05/29/2020 | WM | Buy Now | Waste Management | $234.70 | -51% | David Manthey75% | → $115 | Initiates | → Outperform | Get Alert |
| 05/07/2020 | FAST | Buy Now | Fastenal | $80.72 | -47.97% | David Manthey75% | $39 → $42 | Maintains | Outperform | Get Alert |
| 04/24/2020 | WSO | Buy Now | Watsco | $461.17 | -63.57% | David Manthey75% | $170 → $168 | Maintains | Neutral | Get Alert |
| 04/15/2020 | FAST | Buy Now | Fastenal | $80.72 | -51.68% | David Manthey75% | $38 → $39 | Maintains | Outperform | Get Alert |
| 04/09/2020 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | -7.76% | David Manthey75% | $62 → $70 | Maintains | Outperform | Get Alert |
| 04/06/2020 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | -45.26% | David Manthey75% | → $64 | Downgrade | Outperform → Neutral | Get Alert |
| 03/27/2020 | GWW | Buy Now | W.W. Grainger | $1.05K | -71.52% | David Manthey75% | $340 → $300 | Upgrade | Neutral → Outperform | Get Alert |
| 03/13/2020 | FAST | Buy Now | Fastenal | $80.72 | -50.45% | David Manthey75% | $38 → $40 | Upgrade | Neutral → Outperform | Get Alert |
| 03/06/2020 | GMS | Buy Now | GMS | $73.28 | -61.79% | David Manthey75% | $35 → $28 | Maintains | Neutral | Get Alert |
| 03/04/2020 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $34 → $33 | Maintains | Outperform | Get Alert |
| 02/20/2020 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $65 → $75 | Maintains | Neutral | Get Alert |
| 02/19/2020 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | -0.78% | David Manthey75% | $90 → $116 | Maintains | Outperform | Get Alert |
| 12/06/2019 | GMS | Buy Now | GMS | $73.28 | -52.24% | David Manthey75% | $28 → $35 | Maintains | Neutral | Get Alert |
| 10/24/2019 | GWW | Buy Now | W.W. Grainger | $1.05K | -67.72% | David Manthey75% | $320 → $340 | Maintains | Neutral | Get Alert |
| 10/18/2019 | WSO | Buy Now | Watsco | $461.17 | -62.05% | David Manthey75% | $160 → $175 | Maintains | Neutral | Get Alert |
| 10/18/2019 | POOL | Buy Now | Pool | $296.35 | -22.39% | David Manthey75% | $192 → $230 | Maintains | Outperform | Get Alert |
| 10/14/2019 | FAST | Buy Now | Fastenal | $80.72 | -54.16% | David Manthey75% | $34 → $37 | Maintains | Neutral | Get Alert |
| 09/11/2019 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey75% | $50 → $40 | Downgrade | Outperform → Neutral | Get Alert |
| 08/02/2019 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | → $44 | Upgrade | Underperform → Neutral | Get Alert |
| 06/25/2019 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | -34.14% | David Manthey75% | → $77 | Upgrade | Neutral → Outperform | Get Alert |
| 04/18/2019 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | — | Downgrade | Neutral → Underperform | Get Alert |
| 04/11/2019 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 10.69% | David Manthey75% | $88 → $84 | Maintains | Neutral | Get Alert |
| 03/26/2019 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -71.82% | David Manthey75% | $36 → $35 | Maintains | Neutral | Get Alert |
| 02/22/2019 | POOL | Buy Now | Pool | $296.35 | — | David Manthey75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 01/25/2019 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 12/19/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $56 → $44 | Maintains | Neutral | Get Alert |
| 11/02/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $70 → $56 | Maintains | Neutral | Get Alert |
| 11/02/2018 | DNOW | Buy Now | NOW | $16.09 | -0.56% | David Manthey75% | $17 → $16 | Maintains | Neutral | Get Alert |
| 10/19/2018 | POOL | Buy Now | Pool | $296.35 | -47.7% | David Manthey75% | $163 → $155 | Maintains | Neutral | Get Alert |
| 10/19/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $27 → $34 | Maintains | Outperform | Get Alert |
| 10/02/2018 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -70.21% | David Manthey75% | $55 → $37 | Downgrade | Outperform → Neutral | Get Alert |
| 09/25/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/03/2018 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | POOL | Buy Now | Pool | $296.35 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | WSO | Buy Now | Watsco | $461.17 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | FAST | Buy Now | Fastenal | $80.72 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | GMS | Buy Now | GMS | $73.28 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | GWW | Buy Now | W.W. Grainger | $1.05K | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 06/06/2018 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey75% | $45 → $47 | Maintains | Neutral | Get Alert |
| 04/25/2018 | WSO | Buy Now | Watsco | $461.17 | -59.88% | David Manthey75% | $176 → $185 | Maintains | Outperform | Get Alert |
| 03/02/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $22 → $24 | Maintains | Neutral | Get Alert |
| 02/13/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | — | Upgrade | Underperform → Neutral | Get Alert |
| 10/20/2017 | POOL | Buy Now | Pool | $296.35 | -55.8% | David Manthey75% | $125 → $131 | Maintains | Outperform | Get Alert |
| 10/20/2017 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $20 → $22 | Maintains | Neutral | Get Alert |
| 10/13/2017 | DNOW | Buy Now | NOW | $16.09 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/27/2017 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/13/2017 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 12% | David Manthey75% | $92 → $85 | Maintains | Neutral | Get Alert |
| 07/12/2017 | FAST | Buy Now | Fastenal | $80.72 | — | David Manthey75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 06/07/2017 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey75% | → $37 | Downgrade | → Neutral | Get Alert |
| 05/05/2017 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | → $73 | Downgrade | Neutral → Underperform | Get Alert |
| 04/26/2017 | DNOW | Buy Now | NOW | $16.09 | 36.73% | David Manthey75% | $20 → $22 | Upgrade | Neutral → Outperform | Get Alert |
| 03/07/2017 | FBM | Buy Now | Foundation Building | — | — | David Manthey75% | → $18 | Initiates | → Neutral | Get Alert |
| 03/01/2017 | GMS | Buy Now | GMS | $73.28 | -50.87% | David Manthey75% | $32 → $36 | Upgrade | Neutral → Outperform | Get Alert |
| 02/17/2017 | POOL | Buy Now | Pool | $296.35 | -56.13% | David Manthey75% | $103 → $130 | Upgrade | Market Perform → Outperform | Get Alert |
| 11/22/2016 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -54.92% | David Manthey75% | $57 → $56 | Maintains | Outperform | Get Alert |
| 09/23/2016 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $99 → $85 | Maintains | Neutral | Get Alert |
| 06/20/2016 | GMS | Buy Now | GMS | $73.28 | -65.88% | David Manthey75% | → $25 | Initiates | → Neutral | Get Alert |
| 06/06/2016 | SITE | Buy Now | SiteOne Landscape Supply | $116.91 | -67.5% | David Manthey75% | → $38 | Initiates | → Buy | Get Alert |
| 04/21/2016 | WSO | Buy Now | Watsco | $461.17 | -68.78% | David Manthey75% | $136 → $144 | Maintains | Outperform | Get Alert |
| 03/09/2016 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $18 → $13 | Maintains | Outperform | Get Alert |
| 10/23/2015 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | → $130 | Downgrade | Outperform → Neutral | Get Alert |
| 10/22/2015 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $16 → $18 | Upgrade | Neutral → Outperform | Get Alert |
| 08/24/2015 | GWW | Buy Now | W.W. Grainger | $1.05K | -77.22% | David Manthey75% | $258 → $240 | Downgrade | Outperform → Neutral | Get Alert |
| 08/24/2015 | FAST | Buy Now | Fastenal | $80.72 | -45.49% | David Manthey75% | $22.5 → $22 | Downgrade | Outperform → Neutral | Get Alert |
| 07/28/2015 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | -67.8% | David Manthey75% | $33 → $40 | Upgrade | Neutral → Outperform | Get Alert |
| 04/16/2015 | WSO | Buy Now | Watsco | $461.17 | -70.51% | David Manthey75% | $122 → $136 | Maintains | Outperform | Get Alert |
| 03/27/2015 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 1.46% | David Manthey75% | $96 → $77 | Downgrade | Outperform → Neutral | Get Alert |
| 03/18/2015 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | $17 → $15 | Maintains | Neutral | Get Alert |
| 01/08/2015 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 26.5% | David Manthey75% | → $96 | Upgrade | Neutral → Outperform | Get Alert |
| 07/01/2014 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 06/13/2014 | SRCL | Buy Now | Stericycle | — | — | David Manthey75% | $128 → $140 | Upgrade | Neutral → Outperform | Get Alert |
| 02/14/2014 | GWW | Buy Now | W.W. Grainger | $1.05K | -73.89% | David Manthey75% | → $275 | Upgrade | Neutral → Outperform | Get Alert |
| 10/31/2013 | MSM | Buy Now | MSC Industrial Direct Co | $75.89 | 14.64% | David Manthey75% | $99 → $87 | Downgrade | Outperform → Neutral | Get Alert |
| 10/01/2013 | BECN | Buy Now | Beacon Roofing Supply | $124.22 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 09/26/2013 | WSO | Buy Now | Watsco | $461.17 | -75.5% | David Manthey75% | $100 → $113 | Upgrade | Neutral → Outperform | Get Alert |
| 01/15/2013 | WSO | Buy Now | Watsco | $461.17 | — | David Manthey75% | — | Downgrade | Outperform → Neutral | Get Alert |
