| WSM: Williams-Sonoma - Glass Half Full: 11x P/E+ 29% SI + Improving Trends = Buy The Dip, Stay Accumulate-Rated
|
Grom, Chuck |
2017-08-23 |
| More colorful than usual dividend talk at CenturyLink, WPP woes spill into Interpublic, eyeing comp at Spirit Airlines as stock loses altitude (CTL, IPG, SAVE, KEY)
|
Bilson, Don |
2017-08-23 |
| WMT: Wal-Mart - Take That Alexa!!! - Partnership with Google Adds To Digital Ecosystem, Super Smart Move
|
Grom, Chuck |
2017-08-23 |
| Putting Elliott down for a birdie at BHP, ZAYO lifts REIT idea onto the front burner, H&R Block betting on Mr. Jones to be a big star (BHP, ZAYO, HRB, JCI, HUM, PII)
|
Bilson, Don |
2017-08-22 |
| M: Macy's - Key Hire By Macy's That Could Start To Change Narrative
|
Grom, Chuck |
2017-08-22 |
| ADP passes on Pershing's nominees, Herbalife beating its chest, Glenview sketches out Tenet diagnosis (ADP, HLF, JCI, THC, NRG, CPN, DYN, FL)
|
Bilson, Don |
2017-08-21 |
| Broadlines Retail: DG Widens Pricing Lead; WMT Gives Up A little Ground = Low + Middle Market Pricing Study (#3)
|
Grom, Chuck |
2017-08-21 |
| Aug 14 - Aug 18
|
Event-Driven Team |
2017-08-18 |
| Regime change very much a part of Pershing's ADP plan, a nasty breakup at Tenet, Energen facing more muscle (ADP, THC, EGN, HDS, HLT)
|
Bilson, Don |
2017-08-18 |
| WMT: Wal-Mart - To Whom Much Is Given . . . Much Is Expected; Post 2Q Print, Stay Buy-Rated w/$88 Price Target
|
Grom, Chuck |
2017-08-17 |
| Madison Square Garden waiting on its Rocket-fuel, Pershing sees a double at ADP, where did the Jansen talk go at BHP?, a Molina thread that sounds familiar (MSG, ADP, BHP, COMM, MOH, AMR, HP)
|
Bilson, Don |
2017-08-17 |
| TGT: Target - Giving Credit Where Credit Is Due; Upgrade to Hold From Sell; Raising Estimates & Price Target to $58
|
Grom, Chuck |
2017-08-16 |
| Looking for the backup plan at Advanced Auto, rout at Dick's doesn't goose special sits potential, skepticism Mylan will have its payday (AAP, DKS, MYL, A, UNH, MPC, AKZA)
|
Bilson, Don |
2017-08-16 |
| 13F Analysis (ECA, AA, NRG, EGN, DANONE, SIG, CL, ZBH, HAWK, HDS, NUVA, COMM, AXTA, INCR, MD, DLTR, NTCT, AAP, DDS, JWN, BG, NSC, BSFT, ACHC)
|
Bilson, Don |
2017-08-15 |
| Magna makes it point - no breakup, next Energen meeting might be a special meeting, Starboard getting its REIT on (MGA, EGN, BLK, EQT, ALXN, HON, FCE, SRC, HPE, FTNT, PG, BN-PAR)
|
Bilson, Don |
2017-08-14 |
| Aug 7 - Aug 11
|
Event-Driven Team |
2017-08-11 |
| JCP: J.C. Penney - Almost As Depressing As Being A NY Jets Season Ticketholder, Post 2Q Thoughts, Lower Price Target to $4, Shares Remain Hold-Rated
|
Grom, Chuck |
2017-08-11 |
| Event-Driven Research: Waiting for Rodriguez to go Godfather on Pershing, Nordstrom buyout still has a pulse, Magna boosting its tech credentials (ADP, JWN, MGA, STX, BG, SRCL,BW)
|
Bilson, Don |
2017-08-11 |
| JWN: Nordstrom - Good Enough? Heck Yeah; Raising Estimates = Stay Accumulate Rated/$54 PT
|
Grom, Chuck |
2017-08-10 |
| M: Macy's - More Asset Sales + Greater 4Q EPS Risk = Keep Us Sidelined; Price Target To $22, Stay Hold Rated
|
Grom, Chuck |
2017-08-10 |