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Title Date
HD: Home Depot - I Got the Need . . . the Need for Speed = 7 Analyst Day Takeaways - Adjusting EPS Estimates, Raising Price Target to $195 2017-12-11
Broadlines & Hardlines Retail - Raising Estimates & Price Targets for Costco, Kohl's, and Sprouts - All Three Remain Accumulate-Rated . . . & Should Grind Higher Into Year-End 2017-12-08
An explanation for all that smoke at Alexion, United Continental engages its EPS thrusters, Sysco working overtime for Trian (ALXN, UAL, Buybacks, DOV, SYY, HUM, CPE) 2017-12-08
Team Grom's Consumer Survey - November 2017 - Part I: Job Growth = Strong Consumer Spending; November Traffic Surges . . . Led By 7 More Discretionary Categories 2017-12-08
Waiting on a January headline from MEDNAX, Broadcom dividend move raises a question, new H&R boss promises to cut out the reactionary moves (MD, AVGO, HRB, WTB-LN, DE, TMUS) 2017-12-07
DG: Dollar General - Once They Banned Imagine; Solid 3Q Out of the 37072 = Raising Price Target To $102, Stay Accumulate-Rated 2017-12-07
Allstate (ALL) and Progressive (PGR): Pricing Hard Market (still) in Late Innings 2017-12-07
DaVita gets its money back, FTC rolls out the welcome mat for new TROX CEO, Coughlin calling a bottom at Allergan (DVA, TROX, JNPR, AGN, DISH) 2017-12-06
HD: Home Depot - 2020 Guidance Implies ~$10 EPS Power; Offensive "Investing" > Defensive Investing; Analyst Day Preview 2017-12-06
Bemis takes another step toward becoming MeadWest 2.0, HD Supply back in good form, is Hartford now at risk of losing a second favorite son? (BMS, HDS, HIG, Restaurant M&A, GD, LLL) 2017-12-05
Broadlines & Hardlines Retail - Bark > Bite (Again) = Amazon-WFM Pricing Study; Basket RISES 1.0%; Monitoring Prime Integration + List Price Adjustments 2017-12-05
DG: Dollar General - Bull > Bear Case Review; Raising Estimates & PT to $100 . . . We See A Return to Low Double-Digit EPS Algo Through 2020 2017-12-04
Broadcom's three-star recruiting class, life gets more difficult for Mednax, Carlyle on sale, what happened to Mattel on Friday? (AVGO, MD, CG, AXTA, MAT, DECK) 2017-12-04
Dallas Holiday Field Trip: AMZN/WFM + TGT + JWN + JCP + DLTR/FDO 2017-12-04
HD: Home Depot - Analyst Day Pre-Game: We See EPS Power of $10+ by 2020; Strong Team + Great Division = Phenomenal Combination, Stay Buy-Rated 2017-12-01
General Motors disappoints its back-seat drivers, Axalta can't find its way to the altar, Caterpillar likes the cards it is holding (GM, AXTA, CAT, PENN, PNK) 2017-12-01
FIVE: Five Below - Challenging Narrative > Great Fundamentals; Downgrade to Hold from Accumulate, Price Target to $63 2017-12-01
The burrito is overcooked at JACK, smoke at Juniper but no fire, Huntsman not a seller at $31 (JACK, JNPR, HUN, MD, LYB, WBA) 2017-11-30
Allstate (ALL) Travelers (TRV): Homeowners Growth Challenged - The 20-year CAGR in housing units is less than 1%; "growth engine" 2017-11-30
COST: Costco Wholesale - Santa Comes Early To Issaquah; November Core SSS Rise 8.0% 2017-11-29

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