| Amex opts for familiarity, M&A talk at M&T, lukewarm Textron flying in a white hot space, Hewlett's modest buyback sparks a question (AXP, MTB, TXT, HPE, CREE, UAL)
|
Bilson, Don |
2017-10-19 |
| Team Grom's Consumer Survey - September 2017 - Part II: Consumers' Online Spending Habits
|
Grom, Chuck |
2017-10-19 |
| COST: Costco Wholesale - What Came First - The Chicken or the Egg? HQ Visit Helps Defend Against Negative Narrative = Stay Accumulate-Rated
|
Grom, Chuck |
2017-10-18 |
| Harley LBO talk becomes more conversational, Anthem buys into the law of verticality, Encana rolls out a plan, hoops talk in New York (HOG, ANTM, ECA, CNC, MOH, KSU, MSG, CREE)
|
Bilson, Don |
2017-10-18 |
| Danone doing just fine on its own, a new mid-cap is birthed in generics, Aramark lays breakup question to rest (DANOY, IPXL, ARMK, AGN, KBR, HON)
|
Bilson, Don |
2017-10-17 |
| FIVE: Five Below - Raising 3Q17 SSS/EPS to High-End of Range Post Late Quarter Channel Work; Stacks Suggest Favorable 4Q Set-Up, Bump PT to $60
|
Grom, Chuck |
2017-10-17 |
| JWN: Nordstrom - No Deal (For Now); Lowering Price Target To $40 as Risk Premium Augments Through Year-End; Stay Hold Rated
|
Grom, Chuck |
2017-10-16 |
| Sachem Head reportedly dialing up the heat at Shire, Aramark dresses up portfolio with "uni" deal, ADS slingshot looking better (SHPG, CTEC, ARMK, ADS, BG, CNC, LM, DVA)
|
Bilson, Don |
2017-10-16 |
| Asbestos Liabilities: Expect Another 3Q Charge from Travelers (TRV)
|
Wilt, Bill |
2017-10-16 |
| Broadlines Retail: Low + Middle Market Pricing Study - Wal-Mart Improves Positioning, Signs of EDLP at Target, & Amazon Fresh Getting More Aggressive
|
Grom, Chuck |
2017-10-16 |
| Weekend Warrior (10/13/2017) - I Won't Back Down: In Focus = Wal-Mart (2x), Costco, & Kroger; Latest Sentiment Thoughts on Group = Wayfair Top Idea Today
|
Grom, Chuck |
2017-10-13 |
| Oct 9 - Oct 13
|
Event-Driven Team |
2017-10-13 |
| September Retail Sales Wrap - Up 4.1% YOY; Winners = Building Materials, Digital, & GM Stores
|
Grom, Chuck |
2017-10-13 |
| Time for Charlie and Randall to have dinner, EQT puts its vote on the calendar, busy few weeks ahead at CSX (DISH, EQT, CSX, HAWK)
|
Bilson, Don |
2017-10-13 |
| DXC boss jumps right back into the Spin Zone, Sunny Juniper story gets cloudy, more back pain at NuVasive, Don Draper's message for Casey's (DXC, JNPR, NUVA, CASY, HAWK, DVA)
|
Bilson, Don |
2017-10-12 |
| Team Grom's Consumer Survey - September 2017 - Part I: Consumer Traffic + COST vs. AMZN + BTS Wrap
|
Grom, Chuck |
2017-10-12 |
| Molina says hola to Mr. Zubretsky, Elliott trying its luck in medtech, diving into the Procter vote (MOH, SN, ZBH, PG, CBRL, HON)
|
Bilson, Don |
2017-10-11 |
| WMT: Wal-Mart - Boy Has Bentonville Changed . . . And For The Better; Raising Price Target to $95, Analyst Day Takes - Part II
|
Grom, Chuck |
2017-10-10 |
| Honeywell gives birth to twins, Axalta no longer getting much help from "plan B" status, waiting on a date at EQT (HON, AXTA, EQT)
|
Bilson, Don |
2017-10-10 |
| WMT: Wal-Mart - Analyst Day Take #1: 2018 Guidance Details Encouraging (Sales, SG&A Expense Leverage, E-Com, Buybacks)
|
Grom, Chuck |
2017-10-10 |