| Feasting at Chipotle ahead of the Niccol Plan, new CFO furthers software story at F5, Citrix turns 100, USG smells a bit like an old Riverbed (CMG, FFIV, CTXS, PKG, IP, BMS, ANTM, DHR, USG)
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Bilson, Don |
2018-04-26 |
| DLTR: Dollar Tree - Family Dollar Checks, Round 6; Downside Risk to 1Q SSS @ FDO, but Upside Bias @ The Tree. Raise EPS/PT on Debt Refi
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Grom, Chuck |
2018-04-26 |
| USG showing some spunk, Shire gets tired of saying “no,” Whitbread maps out history’s longest coffee break, all smiles at TD Ameritrade (USG, SHPG, AMGN, WTB, AMTD, LMT, CAT, WAT, WAB)
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Bilson, Don |
2018-04-25 |
| Home Depot & Lowe’s - Data Science Work + CC Data = Softer 1Q; Lowering SSS/EPS Accordingly. . . But Raising Outlook on Survey + Shift in Demand to 2Q
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Grom, Chuck |
2018-04-25 |
| Commercial Auto
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Wilt, Bill |
2018-04-24 |
| "Five" may be the magic number for Takeda, Stericycle deflects sale talk, the hole in Akzo's standalone story, XPO sizes up its bandwidth (SHPG, SRCL, AKZA, LHO, KMB, XPO, AA, STE)
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Bilson, Don |
2018-04-24 |
| Shining up Henry Schein with some spinco varnish, royal rumble avoided at Newell, Schwab isn't a hard no on E*TRADE, Norway's version of a wedding crasher (HSIC, NWL, SCHW, MDR, SWK, WAB, AKRX)
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Bilson, Don |
2018-04-23 |
| Hard Discounter Pricing Study - Wal-Mart Prices Now Lower Than Aldi - First Time Since We Started Study Last Summer; Continue to See Bentonville Getting Sharper
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Grom, Chuck |
2018-04-23 |
| April 16 - April 20
|
Event-Driven Team |
2018-04-20 |
| E*TRADE's version of the Fall Classic, the end is near for Pinnacle Foods, the end of an era at Macerich, the door swings open for Goldner at Mattel (ETFC, PF, MAC, MAT, AGN, GE, PG, ADS)
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Bilson, Don |
2018-04-20 |
| Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering PT to $2.25)
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Grom, Chuck |
2018-04-20 |
| Takeda striking out in Ireland, PTC ready to drop some new 2023 targets on the table, URI content to sit still for the moment (SHPG, PTC, URI, CMI, ARNC, ADP)
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Bilson, Don |
2018-04-19 |
| Kohl's (Notes From The Road w/CEO Mansell + CFO Besanko; "Good Things Happen To Good People"= Reiterate Accumulate Rating/$75 PT)
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Grom, Chuck |
2018-04-18 |
| Textron breaks out of the clouds; Head coaching changes loom at Newell and Macerich; An alternative explanation for Goldman's buyback siesta (TXT, NWL, MAC, IRWD, AGN, GS, ETFC, VMW, XRX)
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Bilson, Don |
2018-04-18 |
| A mighty Rohr heard from Celanese, Icahn slow to counter at Newell, Mellanox defense continues to gather strength, a contrarian call on LULU CEO (CE, NWL, MLNX, LULU, ILG, EFX, ERI)
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Bilson, Don |
2018-04-17 |
| Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme ahead of 1Q18 earnings season)
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Wilt, Bill |
2018-04-17 |
| What's left for Icahn to sell?, Watching for a Euro40 offer from International Paper, Whitbread's "Chamberlin or Churchill" decision: NAV, ARII, CVI, IP, WTB-LON, PEB, Alt Mgrs, CASY
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Bilson, Don |
2018-04-16 |
| March Retail Sales Wrap - Up 5.1% YOY or 10.0% on Stacks = Better Than Trend; Uptick in Apparel Sales (Easter) + Downtick in Building Materials (Weather)
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Grom, Chuck |
2018-04-16 |
| RH: RH Chicago Visit = RH Hospitality + A Comparison Between Oak Brook Legacy Gallery and 3 Arts Cafe New Design Gallery + Design Atelier
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Grom, Chuck |
2018-04-16 |
| Hurricane Irma: Steadily Rising Losses Impact Renaissance (RNR); Everest (RE) - Industry loss estimate rises 8.2%, to $8.6 billion, after Florida OIR corrects
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Wilt, Bill |
2018-04-13 |