Letters by company

DNOW Inc.

1 letter discussing DNOW. Everything written about it on this site is on its ticker page.

Rewey Asset Management First Quarter RAM SMID added DNOW after its MRC Global merger, arguing that ERP disruption masks cost synergies, cross-selling potential and a recovery in energy and industrial spending. The portfolio retained and added to Huntington after its CADE merger, while maintaining a favorable view of regional banks’ capital, credit quality and loan-market-share prospects. 1Q26 DNOW $2.7BKD $2.9BUCTT $2.5B