Report by 280First

Since there are always reasons when companies change the wording in their financial filings, being alerted to these changes allows investors to realise potential risk factors and opportunities before they are reflected in the market, ideal for idea generation and portfolio monitoring. Recent alerts include: 1) Broadcom - considering a dividend cut? 2) Costco - worldwide renewal rate may be adversely impacted. 3) Eagle Materials - takeover target? Customer consolidation concerns; long term financing needs. 4) Haemonetics - material reduction in per unit pricing by its largest customers. 5) Intuit - rethinking the trajectory of service revenue?