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Title Date
Travelers (TRV): Retroactive Reinsurance Deal in their Future? 2018-07-17
Low + Middle Market Pricing Study - June 2018 - The General in Charge @ Low-End . . . While Family Dollar Falls Further Back; Wal-Mart Expand Middle Market Lead 2018-07-17
June Retail Sales Wrap - May Steals From June As Stack Deceleration is Noteworthy; Overall Sales Remain on Firm Ground 2018-07-16
Private Equity smells opportunity at Arconic, Ingredion with a third straight distasteful miss, what's the holdup at D&B? (ARNC, INGR, DNB, HON, ADS, PNC) 2018-07-16
Weekend Warrior – Friday the 13th Edition (7/13) - In Focus: COST SSS Recap + CPI/PPI + BJ + TSCO + 1H18 Survey Highlights + LOW Management Changes 2018-07-13
Knock Knock Knocking on Northrop’s door, KAR special sit is aging nicely, Delta captain starting to hear complaints from the main cabin (NOC, KAR, NUAN, DAL, EPC, AVA) 2018-07-13
July 9 - July 13 2018-07-13
Colgate buyers are on the clock, Broadcom throws a nasty curveball, P2 playing deal-maker again, a pizza deal Ayn Rand could applaud (CL, AVGO, ACHC, PZZA, GCP, CARS) 2018-07-12
June ’18 Macro Survey Results - Consumer Remains Positively Postured . . . But Some Negatives on The Horizon That Bear Monitoring 2018-07-12
COST: Costco Wholesale - Goalllllll!!! For Issaquah in June = 6.9% Core SSS Against Stiffest Compare Till November; Stay Buy-Rated 2018-07-11
Keeping an eye on Walmart’s trip to St. Louis, Dunkin won’t be JAB’s next conquest, Stryker promotion smells funny (CNC, DNKN, SYK, AVY, DVMT, KKR) 2018-07-11
JWN: Nordstrom - 2022 Margin Guide Looks Conservative in Isolation... But Out Year SSS View of 3-4% Does Not; 5 Key Takeaways from LA; AD Part II 2018-07-11
JWN: Nordstrom - Analyst Day Part I - LT Guide A Touch Back-End Weighted, Implies EPS of ~$5.00 By 2022 2018-07-10
CEO Help Wanted List, a clean sweep at Lowe's, Anadarko now hooked on buybacks, more recommendations for Nuance (ADNT, ATHN, CPB, CNI, CNHI, CVLT, DNB, EQT, HAIN, INTC, LULU, THC, LOW, APC, NUAN, LHO, PANW) 2018-07-10
RH: RH - Updating Model Post New Convert Transaction; Staying Patient Given Massive Move In Stock YTD 2018-07-10
Allstate and Progressive: 2Q Rate Filing Data Sees Competition Rise 2018-07-09
A new headwind for Centene to navigate, another U.S. company comes up empty in Europe, new Nuance CEO is pressed to shrink (CNC, SATS, NUAN, AKRX, JWN) 2018-07-09
COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS of 4.0%; Tougher Compare + 7 Fewer MVM Days YOY 2018-07-09
Smucker’s investors are drinking the soup, Mylan gets off easier this year, Travelport finally sees twenty, Freshpet has a case of the zoomies (SJM, MYL, OTEX, TVPT, FRPT) 2018-07-06
July 2 - July 6 2018-07-06

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