Aug. 20 at 7:39 AM
$CASY $BBD $KHC $AEE $FTI Casey's benefits from convenience-store and fuel demand, Banco Bradesco remains tied to Brazilian financial conditions, Kraft Heinz benefits from staple-food demand and pricing, Ameren provides regulated utility exposure, and TechnipFMC benefits from offshore energy investment. I'm watching same-store sales, Brazilian credit, food inflation, utility regulation, and offshore projects.