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Title Date
SFM: Sprouts Farmers Markets - Phoenix Checking All the Boxes = Stay Buy-Rated with $33 Price Target; Good Fundamentals + Takeout Optionality 2018-02-22
W: Wayfair - "Everything Good is Harder & Takes Longer Than You Thought"; Profit Timeline Pushed Out . . . Lowering Price Target to $89 2018-02-22
UTX talking about a three-way split, Kellogg and Campbell stories lack flavor, a Goldman shaped kiss at Hershey, a busy day at Starboard (UTX, K, CPB, HSY, DISH, BKD, MLNX, NWL, CAR, THS) 2018-02-22
Kohl's (KSS) - Meetings & Group Lunch 2018-02-21
EQT gives birth to a new midstream baby, Broadcom not folding just yet, hard to see MGM making a trip up the Strip, preview of Mondelez plan is short on details (EQT, AVGO, MGM, MDLZ, ACHC, ILG, PRGS) 2018-02-21
HD: Home Depot - Good Town, Good Block, Good House; Stay Buy-Rated, Tweaking Estimates Following Very Strong 4Q, Price Target Stays at $240 2018-02-20
WMT: Walmart - Growing Pains > Narrative Changer; Adjusting Estimates Post 4Q Print 2018-02-20
Albertson's pulling a Keurig, Boeing shaking all the bushes, watching for a white flag at Broadcom, can Gardner Denver be another Roper? (RAD, BA, AVGO, CPB, GDI, BKD, CARS) 2018-02-20
The Weekend Warrior (2/16/18) - In Focus: FND + Food CPI/PPI + SNAP Thoughts + Wage Growth Analysis + RLX/Rates + NFIB Update; Buyers of HD & WMT Into Prints 2018-02-16
Feb 12 - Feb 16 2018-02-16
Kraft begging for someone to answer the door, a more demanding crowd is lining up outside Allergan, Jana in the Box, two weeks and counting at EQT (KHC, AGN, JACK, EQT, ARES, LYB, CC, CDK, IPG) 2018-02-16
13F Analysis: NWL, BMS, FCE, CVG, ECA, QEP, EVHC, CTL, ZBH, DNB, KLXI, Vista Equity, RSG, WM, LOW, PF, MAC, SRC 2018-02-15
FND: Floor & Decor - Initiating Coverage with Accumulate Rating + $50 Price Target; Survey Work Suggests Flooring Trends Should Accelerate in 2018 2018-02-15
January Retail Sales Wrap - Don't Let the Headline Fool You; January Retail Sales Solid, up 5.1% YOY, Accelerating 230 bps on the Stacks 2018-02-14
Phillips 66 won't be the next Precision Castparts, DaVita's next swing will be measured, a run to the boarder nets Chipotle a CEO (PSX, DVA, CMG, BG, STZ, CARS, CRL, GD) 2018-02-14
Dun & Bradstreet goes to its bullpen, Walgreen's Pessina heard singing "Love the One Your With," a succession-related sale idea that is drowning in the Charles River (DNB, WBA, CRL, EQT, CARS, NESN, XRX) 2018-02-13
Sizeable SNAP Reduction Included in Trump Budget; ~27% Cut to Monthly Receipt in 2019 2018-02-12
General Dynamics makes good on Q3 signal, Textron taking some jabs, Fortive talking up its firepower, Bemis back to square one (CSRA, GD, TXT, FTV, BMS, NWL, DNB, FCE.A) 2018-02-12
Rising Rates & Retail Stocks...A Look Back - History Says = Keep Calm & Stay Long; Top Ideas = WMT, COST, DLTR, HD 2018-02-11
February 5 - February 9 2018-02-09

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