| Travelers (TRV): Retroactive Reinsurance Deal in their Future?
|
Wilt, Bill |
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
|
Grom, Chuck |
2018-07-17 |
| June Retail Sales Wrap - May Steals From June As Stack Deceleration is Noteworthy; Overall Sales Remain on Firm Ground
|
Grom, Chuck |
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)
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Bilson, Don |
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
|
Grom, Chuck |
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)
|
Bilson, Don |
2018-07-13 |
| July 9 - July 13
|
Event-Driven Team |
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)
|
Bilson, Don |
2018-07-12 |
| June ’18 Macro Survey Results - Consumer Remains Positively Postured . . . But Some Negatives on The Horizon That Bear Monitoring
|
Grom, Chuck |
2018-07-12 |
| COST: Costco Wholesale - Goalllllll!!! For Issaquah in June = 6.9% Core SSS Against Stiffest Compare Till November; Stay Buy-Rated
|
Grom, Chuck |
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)
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Bilson, Don |
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
|
Grom, Chuck |
2018-07-11 |
| JWN: Nordstrom - Analyst Day Part I - LT Guide A Touch Back-End Weighted, Implies EPS of ~$5.00 By 2022
|
Grom, Chuck |
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)
|
Bilson, Don |
2018-07-10 |
| RH: RH - Updating Model Post New Convert Transaction; Staying Patient Given Massive Move In Stock YTD
|
Grom, Chuck |
2018-07-10 |
| Allstate and Progressive: 2Q Rate Filing Data Sees Competition Rise
|
Wilt, Bill |
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)
|
Bilson, Don |
2018-07-09 |
| COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS of 4.0%; Tougher Compare + 7 Fewer MVM Days YOY
|
Grom, Chuck |
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)
|
Bilson, Don |
2018-07-06 |
| July 2 - July 6
|
Event-Driven Team |
2018-07-06 |