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Title Date
Target & Lowe’s - Model Update Post 1Q Prints = Raising Estimates for TGT & Lowering Estimates for LOW 2019-05-22
Multi-Industry (EPG Day 3 – DOV, GWW Top Takeaways) 2019-05-22
EMR: Emerson - Next two months pivotal for AS 2019-05-22
GE: General Electric Co. - Game of “Inches” 2019-05-22
Icahn circling the bases at CVI, Breen has “deals” in mind for DuPont, Otis has its eye on Germany, Qualcomm gets KO’d in federal court (CVI, DWDP, UTX, QCOM, LOW, UHS, CC, MNK) 2019-05-22
LOW: Lowe's - Turnarounds Are Never Linear; Quick Take on 1Q Print = SSS 3.5% (+) . . . But GPM + Inventory (-); HD > LOW 2019-05-22
TGT: Target - Checking Boxes, Valuation Gap with WMT Too Wide, Stay Buy-Rated Post Great 1Q Print 2019-05-22
JWN: Nordstrom - Trouble in Seattle, Stay Reduce-Rated as Full Line Issues Persist, Lowering EPS Estimates & PT to $32 2019-05-21
KSS: Kohl's - When It’s 42 Degrees in Milwaukee . . . in Early May!! Tough 1Q Print, Tough FY19 Guide . . . Call Back Notes from CEO & CFO 2019-05-21
JCP: J.C. Penney - There Are No Silver Bullets; Post 1Q Notes; Lowering Estimates & Price Target to $1.25 2019-05-21
Multi-Industry - EPG Day 2 – Top Takeaways 2019-05-21
HD: Home Depot - HD's Print is Telling Us Something Today . . . Quick Thoughts Post 1Q EPS, Stay Buy-Rated 2019-05-21
Celanese and DuPont noise is getting louder, Peltzian breakup idea dies at PPG, Kohl’s cruising the wrong way down the Amazon (CE, DWDP, PPG, KSS, LM, QEP, NCR, DISH) 2019-05-21
Smoke and now fire at Lions Gate, American Airlines could use a push; Medicines Co scores on a corner kick (LGF, AAL, MDCO, LM, DXC, MD) 2019-05-21
Multi-Industry - EPG Day 1 – Top Takeaways 2019-05-21
ROK: Rockwell - Favorable fundamentals persist 2019-05-21
GRUB: Grubhub Inc - Focus on Sustainable High-Quality Diner Growth and Ignore the Low-Quality Diner Market Share Losses 2019-05-20
M: Macy's - Model Update & Drive-By Bull/Bear Recap = Tweaking FY18/19 Estimates A Bit Higher . . . But Price Target Stays at $24, Hold-Rated 2019-05-20
GRUB: Grubhub Inc - Focus on Sustainable High-Quality Diner Growth and Ignore the Low-Quality Diner Market Share Losses 2019-05-20
Smoke and now fire at Lions Gate, American Airlines could use a push; Medicines Co scores on a corner kick (LGF, AAL, MDCO, LM, DXC, MD) 2019-05-20

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