Accessible version Morning Meeting Notes QuickNotes Morning Call US EQUITIES RESEARCH PO Raised American Healthcare | BUY | AHR US | Mkt Cap:USD10,501mn | Farrell Granath 2Q26 HC REIT Earnings Recap: AHR, CTRE, MPT & NHI Barings BDC Inc | BUY | BBDC US | Mkt Cap:USD975mn | Derek Hewett Relatively good quarter, Lookback & CSA drive beat BJ's Wholesale Club | NEUTRAL | BJ US | Mkt Cap:USD11,928mn | Christopher Nardone 2Q Preview: Margin concerns balanced by improving sales trends 17 August 2026 Equity United ...