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Title Date Pages
SBUX: Starbucks Corp - U.S. Recovery Accelerates in Sept., But Final Recovery Stage Tough; Remain Hold w/ SBUX at Big Valuation & COVID Uncertainty Up 2020-10-30 6
MSM: MSC - Model update; reversal to the mean? 2020-10-30 4
Heads roll at FirstEnergy, Slow growth slows Dorsey’s roll, Nomination talk at Valvoline and Alkermes, No hint of Comcast giving up on its three prongs (FE, TWTR, VRTX, ALKS, VVV, CMCSA, APO, ADS, LIVN) 2020-10-30 6
HON: Honeywell - Solid 3Q20 beat, favorable sequential guide; steady but mixed improvement v. tough markets 2020-10-30 4
ITT: ITT - 3Q20 profit beat on cost containment 2020-10-30 3
2020 Holiday Survey – Part I - 56 Days & Counting . . . We Lean Bullish Despite Status Quo Survey for 2 Reasons; Earlier Shopping & Online Surge As Expected 2020-10-30 6
CAKE: Cheesecake Factory - Upgrading to Buy: SSS Recovery Was Slow to Emerge, But It’s Here Now, Has Legs & Comes w/ Improved Profit Flow Through 2020-10-30 6
YUM: Yum! Brands - Strong 3Q SSS, but Recovery Momentum Poised to Slow; at 17x ’22 EBITDA, YUM Fully Valued w/ Unit Opening Estimates Still Falling 2020-10-29 5
WH: Wyndham - Downward 4Q EBITDA Revisions Largely Reversed If Account for Marketing Overspend Same Way Peers Do; Reiterating Buy Rating 2020-10-29 5
AME: AMETEK, Inc. - 3Q20 Model update; another strong operating result 2020-10-29 5
DNKN: Dunkin' Brands - SSS Recovery Progress Continues to Impress, But of Only Modest Consequence Given Our View that Inspire Deal Comes to Fruition 2020-10-29 6
A marvelous ending for Inphi, false alarm at Western Digital, Chubb boss tells investors to “stay tuned,” CoreLogic skates into the seventies (MRVL, WDC, CB, CLGX, BG, NOC, ELY, ON) 2020-10-29 5
VNT: Vontier - Margin upside drives 3Q20 beat – sustains into 4Q20 2020-10-29 3
DD: DUPONT DE NEMOURS INC - Robust 3Q20 vs. expectations 2020-10-29 3
FIVE: Five Below - Scenes From the Swamps of Jersey: End of Quarter Field Work + Data Update + Promo Tracker = Stick with 5% Comp Over/Under 2020-10-29 9
CGNX: Cognex - Sizeable 3Q20 beat and robust sequential guide 2020-10-29 3
GRUB: Grubhub Inc - Very Strong 3Q Topline Performance – Expect Staying Power w/ Rising Case Counts and Dine-in Restrictions Mounting 2020-10-28 4
TXRH: Texas Roadhouse - Impressive Qtr All Around; We’re Comfortable on Sidelines w/ TXRH Bouncing off Peak Valuation & SSS Levers Already Pulled 2020-10-28 5
SFM: Sprouts Farmers Markets - Covid Giveth, Covid Taketh . . . Comp Slowdown + Retention Uncertainty > Margins; Post 3Q Thoughts 2020-10-28
WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now Shifting to October Trends and Metrics Needed for Incremental Shareholder Return 2020-10-28 4

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