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Title Date
BJ: BJ's Wholesale Club, Inc. - Thesis Disappointing > Thesis Changing; CEO + CFO Call Back Notes Following 3Q Print, Lowering Estimates & PT to $28 2019-11-21
M: Macy's - Upside Risk > Downside Risk Through 12/31/19; Staying Sidelined . . . But We See the Trade + Management Call Back Notes 2019-11-21
Old Man Schwab goes gangsta, Tiffany prospects shine brighter after bump, waiting for a shoe to drop at LB, PayPal dips its paw in the honey basket (SCHW, AMTD, ETFC, TIF, LB, BERY, PYPL, NUAN) 2019-11-21
ROK: Rockwell - Cloud Talk 2019-11-20
JACK: Jack in the Box - A Largely Uneventful Print: SSS Just Above Street & In-line FY20 Guidance Intro; We Like Risk/Reward w/ Continued SSS Inflection 2019-11-20
LOW: Lowe's - Mixed Bag from Charlotte - Staying Disciplined in the HI Vertical, Post 3Q Takeaways – Maintain Hold Rating and $116 Price Target 2019-11-20
2020 Trends* - Wealth Trends by Generation 2019-11-20
TGT: Target - "New Man on the Minnesota Vikings" . . . Raising PT to $150, Stay Buy-Rated; Laterally ++ for Dollar Store Bucket (DG/DLTR/FIVE) 2019-11-20
Hologic ends its bad marriage, Conoco tramples down elephant talk, interesting flip-flop at Teradata, eyeing Bausch after Alcon earnings (HOLX, COP, TDC, BHC, ARMK, ASH) 2019-11-20
HD: Home Depot - Buyers on Today’s Pullback as Underlying Comp Accelerates = Post 3Q Notes . . . Staying HD > LOW 2019-11-19
KSS: Kohl's - Breaking Up Is Hard To Do . . . But Sometimes Necessary; Downgrade to Hold-Rated – Management Call Back Notes 2019-11-19
Growth wins the faceoff at Aramark, Alliance Data throws an overdue curveball, Suitors look to lower their LDL’s with Medicines Co, Intelsat cold-cocked at the FCC (ARMK, ADS, MDCO, I, JNPR, AVGO) 2019-11-19
Labor - Street Slow to Acknowledge Accelerating Wage Inflation in 2020: Where Are #’s Aggressive/Who is Most Exposed? 2019-11-19
AME: AMETEK, Inc. - Compounder Cornucopia 2019-11-19
Coast is clear for Qiagen buyers, It's on to Chapter Two at HP, Succession news at Holly and Jacobs, Accounting for some PwC situations (QGEN, HPQ, XRX, JEC, LOGM, HFC, I, APY, MAT, VAR) 2019-11-18
GWW: Grainger - Rising risks into 2020 2019-11-18
MSM: MSC - Model update; dividend support offsets challenging fundamentals 2019-11-18
Proprietary data (MRO distribution web traffic report – moderating October) 2019-11-18
Proprietary data (Industrial products pricing – discounting picks up further in November) 2019-11-18
FIVE: Five Below - Hard To Ignore The Gram; Seeing Some Potential Consumer Pushback to Price Increases . . . Not A Very Good Development for Philly 2019-11-15

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