| Sirius jams with Pandora, Symantec busy checking boxes, keeping tabs on Mylan/Perrigo, a disappointing update at Arconic (SIRI, SYMC, MYL, PRGO, ARNC, AXTA, AVGO, EMR)
|
Bilson, Don |
2018-09-24 |
| The Weekend Warrior (9/21) - In Focus: Redbook Best Since ’05 + BJ Field Work + DG Pricing Lead vs FDO/WMT + Closer Look at Tractor + Housing Affordability
|
Grom, Chuck |
2018-09-21 |
| September 17 - September 21
|
Event-Driven Team |
2018-09-21 |
| Blackstone moves to DEFCON 3 on C-corp conversion, E*TRADE springs a promotion in front of D-Day, Mednax fight comes off the calendar, Elanco roars out of the gate (BX, MD, ETFC, NUVA, ELAN, OLN, CE)
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Bilson, Don |
2018-09-21 |
| PIR: Pier 1 Imports - Retail Turnarounds Always Harder Than They Look, Lowering EPS Estimates and Price Target to $0.50 = Stay Underperform Rated
|
Grom, Chuck |
2018-09-20 |
| Copart causes a fender-bender at KAR, Nestle checks another box, Acadia buried in a losing streak (KAR, NESN, DNKN, ACHC, AN, BIO)
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Bilson, Don |
2018-09-20 |
| Hartford (HIG): Workers' Comp Claim Frequency is Rising
|
Wilt, Bill |
2018-09-20 |
| It's go-time at Dollar Tree, MGM thoughts with or without Starboard, Might Mr. Buffett's car dealership journey end in Ft. Lauderdale? (DLTR, MGM, AN, Private Equity/Activism, JNPR)
|
Bilson, Don |
2018-09-19 |
| Athenahealth comes down with a bad case of the flu, peace breaks out at Sempra and Symantec, UTX on the hook for a mid-November delivery (ATHN, SRE, SYMC, CARS, UTX, JNJ)
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Bilson, Don |
2018-09-18 |
| Low & Middle Market Pricing Study - DG Leads WMT By 2.2%, Highest in Years . . . While FDO Appears to Be Moving in Wrong Direction; WMT/TGT Baskets Down YOY
|
Grom, Chuck |
2018-09-18 |
| Breen coming out for an encore at DowDuPont, first day of work at CNH, Blackstone on deck, more change at Tyson (DWDP, CNHI, BX, TSN, TDG, ESL, CPB, OI)
|
Bilson, Don |
2018-09-17 |
| TSCO: Tractor Supply Company - Raising 2H18 SSS/EPS Estimates On Credit Card Data + Macro + Ramping Internal Drivers = PT to $97, Reiterate Accumulate Rating
|
Grom, Chuck |
2018-09-17 |
| The Weekend Warrior (9/14) - FIVE Brand Awareness + CA/TX Economic Activity + CPI vs. PPI Food + Seasonality Heat Map + Hurricane Update + Beige Book Tourism
|
Grom, Chuck |
2018-09-14 |
| September 10 - September 14
|
Event-Driven Team |
2018-09-14 |
| Verizon not stuck on CBS, presumptive Northrop CEO hints at “services” review, keep an eye on Bunge’s shareholder roster (VZ, NOC, BG, APTV, NUVA, WU)
|
Bilson, Don |
2018-09-14 |
| August '18 Retail Sales Wrap - Keeping On Trend = August Retail Sales (Ex-Autos) Remain Robust . . . +12.4% On The Stacks . . . 170 bps Improvement Vs. July
|
Grom, Chuck |
2018-09-14 |
| Cognizant may be looking to make an early change, SLM's diversification strategy passes muster with ValueAct, ADS commits to big reveal on Q3 call (CTSH, SLM, ADS, HSY, ADNT, NWL, QCOM, SAIC, OSK)
|
Bilson, Don |
2018-09-13 |
| Toys R’ Us Market Share Shift Analysis - Wal-Mart, Target, & Costco Early Winners Post the TRU Closings, Alpha Hat Series
|
Grom, Chuck |
2018-09-13 |
| Connecting the dots at Open Text, Nielsen rolls over, Nuance has all its pieces now in place (OTEX, NLSN, NUAN, ABC)
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Bilson, Don |
2018-09-12 |
| Symantec's corporate calendar taking a beating, Peltz easing out of Pentair, new Dover boss getting busy, Qualcomm can see $82 (SYMC, PNR, DOV, QCOM, CASY, MDCO)
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Bilson, Don |
2018-09-11 |