| A key figure emerges at Axalta, FedEx screws up a delivery ahead of Monday’s AGM, Sirius not interested in Live Nation tickets, Masco breaks a Cardinal Rule (AXTA, FDX, SIRI, MAS, ALXN)
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Bilson, Don |
2019-09-18 |
| MMM: 3M - Cutting estimates; in the penalty box
|
Inch, John |
2019-09-18 |
| Multi-Industry - Clearing the decks (Part 2); Recession Handbook
|
Inch, John |
2019-09-18 |
| CBRL: Cracker Barrel - F4Q Topline Strong, but CBRL Pointing to Cautious NT Outlook; Lofty Valuation & Continued Margin Pressures Keep Us Underperform
|
Farmer, Jeff |
2019-09-17 |
| AT&T boss may not be headed out to pasture yet, PayPal’s wallet is stuffed, SeaWorld can’t find itself a quarterback, any juice left to squeeze at Aramark? (T, PYPL, SEAS, ARMK, MGM, IFF)
|
Bilson, Don |
2019-09-17 |
| Proprietary data (MRO distribution web traffic report – industrial MRO traffic sequentially stable in August)
|
Inch, John |
2019-09-17 |
| Proprietary data (Industrial products pricing – GWW sequential pricing relatively flat; MSC pricing contrast)
|
Inch, John |
2019-09-17 |
| Ten candid questions for Apollo’s Josh Harris, Peltz limbering up to do some Procter cartwheels, new Discover CFO has a special knack for special sits (APO, PG, DFS, HTZ, SPAC Talk)
|
Bilson, Don |
2019-09-16 |
| P/C Insurance Pricing Cycle: A Correction, Not a Hard Market
|
Wilt, Bill |
2019-09-16 |
| GRUB: Grubhub Inc - Non-Restaurant Delivery Partnerships Poised to be Next Trial & Awareness Driver w/ Exclusive Rest. Partnerships Nearly Exhausted
|
Mollins, Robert |
2019-09-16 |
| August 2019 Macro Survey - The Consumer’s Outlook on the Macro Looks Favorable Heading into the Fall . . . Home Improve Sentiment > Furniture Sentiment
|
Grom, Chuck |
2019-09-16 |
| Insurers’ Liability in Abuse Claims: First Post-CVA Bankruptcy
|
Wilt, Bill |
2019-09-13 |
| ETN: Eaton - Investor meeting highlights
|
Inch, John |
2019-09-13 |
| Carrier juices up its deal team, “working group” at DXC might appeal to an activist, Lawrie-gazing at Perspecta, a scramble for the last seat at Fluor (UTX, DXC, PRSP, AXTA, FLR, AMCX, MSG, CHD)
|
Bilson, Don |
2019-09-13 |
| August ’19 Retail Sales Recap - Core Retail Sales Rise 3.6% YOY; BTS Segments Demonstrate Strength on the Stacks
|
Grom, Chuck |
2019-09-13 |
| DRI: Darden Restaurants - Near-term Risk/Reward Profile Skewed Toward Risk w/ DRI Shares at Peak Relative Valuation and Revision Momentum Slowing
|
Farmer, Jeff |
2019-09-13 |
| HDS: HD Supply - Model update
|
Inch, John |
2019-09-12 |
| GE: General Electric Co. - Investor conf highlights; incremental Aviation, Pension, Insurance challenges
|
Inch, John |
2019-09-12 |
| HON: Honeywell - Investor conference highlights
|
Inch, John |
2019-09-12 |
| ValueAct shows up as LKQ’s “risk factor,” a sudden ending to the Lawrie Era at DXC, upcoming “comp” vote at FedEx is worth watching, an interesting knock on the door at Fluor (LKQ, DXC, FDX, FLR, GPS, ACB-TSE, CTL)
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Bilson, Don |
2019-09-12 |