| FIVE: Five Below - Reading the 4Q18 Print + FY19 Set-Up: Concerns Well Advertised, Stock Ready for Next Move, Buyers Ahead of Print, $140 PT
|
Grom, Chuck |
2019-03-20 |
| Proprietary data (MRO distribution web traffic report)
|
Inch, John |
2019-03-20 |
| GE: General Electric Co. - Key conference takeaways – multi-year turnaround
|
Inch, John |
2019-03-19 |
| Starboard still hammering away at Bristol, Syneos becomes a poster-child for quick bounce backs, How much hot sauce can Pershing stomach? (BMY, SYNH, MAR, CMG, VVV)
|
Bilson, Don |
2019-03-19 |
| Social Inflation Poses Increasing Risk to P/C Margins
|
Wilt, Bill |
2019-03-19 |
| WSM: Williams-Sonoma - Reading The 4Q Print + FY19 Outlook = Maintain Hold-Rating Ahead of Early April HQ Visit
|
Grom, Chuck |
2019-03-19 |
| Casual Dining Off-premise Sales Deep Dive - Outside of Early-Stage Delivery & Large Party Catering, Off-Premise Sales Do Not Appear to Drive Share Gains
|
Farmer, Jeff |
2019-03-19 |
| GE: General Electric Co. - Model update; no earnings growth on the horizon
|
Inch, John |
2019-03-19 |
| Payments space keeping bankers busy, Qualcomm still in warm water, Plantronics playing games with its calendar, Marriott isn't losing to a 16 seed
|
Bilson, Don |
2019-03-18 |
| HDS: HD Supply - Expect robust FM results; more cautious C&I outlook in coming months
|
Inch, John |
2019-03-18 |
| COST: Costco Wholesale - Upbeat HQ Meeting with CEO Craig Jelinek & CFO Richard Galanti
|
Grom, Chuck |
2019-03-18 |
| DG: Dollar General - Imagine If The General Didn't Add Coolers in the Late 1990's; Post Management Callback Notes, Stay Buy-Rated with $131 PT
|
Grom, Chuck |
2019-03-15 |
| The Weekend Warrior (3/15) - In Focus: Dept Store Scorecard + CPI/PPI + COST Membership + WTI March Update + YTD Stock Winners/Losers
|
Grom, Chuck |
2019-03-15 |
| Broadcom’s turkey takes flight, Newell looking for a new face, intrigue at GCP Applied Technologies rises above “standard” levels (AVGO, NWL, GCP, ACM)
|
Bilson, Don |
2019-03-15 |
| GE: General Electric Co. - Compensation machine
|
Inch, John |
2019-03-15 |
| DRI: Darden Restaurants - Weak February Segment Sales Trends Weigh on SSS Upside Potential
|
Farmer, Jeff |
2019-03-15 |
| GE: General Electric Co. - Few surprises; mediocre cash even 3+ years out
|
Inch, John |
2019-03-14 |
| Freeport boardroom looking too cozy again, Papa preaching for an Alcon value at Bausch, Navistar stuck in German traffic (FCX, BCH, NAV, RBC, AMRX, SIG)
|
Bilson, Don |
2019-03-14 |
| DG: Dollar General - Defending the Guide . . . But Not The GPM/Inventory Complexion - 3 Quick Hits Post 4Q
|
Grom, Chuck |
2019-03-14 |
| Peltz reaches for the doobie, Cooper sees itself in one piece, Hologic pay slammed again, more dismissive MOE talk from the regional banks (ACB, COO, HOLX, CBRL, CMA, KEY, HUM, PCG, NUVA, CELG)
|
Bilson, Don |
2019-03-13 |