All Research


Title Date
WMT: Walmart - To Whom Much is Given . . . Much Is Expected; Stay Hold-Rated on Bentonville, Valuation Keeps Us Sidelined 2018-11-15
JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post 3Q Thoughts; Stay Hold-Rated with $1.25 Price Target, Management Call Back Notes Herein 2018-11-15
13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ, NUAN, COMM, BERY, BCO) 2018-11-15
October ’18 Retail Sales Wrap - October Retail Sales (Ex-Autos) Recovered Rising 6.7% YOY; 170bps Acceleration On The 2-Yr. . . Results Stronger Across the Board 2018-11-15
Multi-Industry - Model updates 2018-11-14
WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced as Expected 2018-11-14
Acadia loses an extraneous part of its story, what's ahead for DaVita's standstill, Baxter buyback could drown out M&A noise, a November to Remember at Dell (ACHC, CP, DVA, ADS, BAX, IIVI, DVMT) 2018-11-14
M: Macy's - Haters Gonna Hate, Hate, Hate . . . But We'll Fade, Fade, Fade =Stay Long Post Solid Print as 3 Key Sales Drivers Begin to Kick-In 2018-11-14
GWW: Grainger - Monthly pricing update – overall trends muted; private label pricing slowly increasing 2018-11-14
Proprietary data report - Industrial products channel pricing – muted increases 2018-11-14
GE: General Electric Co. - BHGE fire sale 2018-11-13
Advance Auto starting to heat up, Baker Hughes pops a Nyquil, more changes at Halliburton, raising the odds of a LNG spin at Sempra (AAP, BHGE, HAL, JCI, SRE, ACM, ATHN) 2018-11-13
HD: Home Depot - Quick Takes & Quality Review Post 3Q Print From the ATL 2018-11-13
GE: General Electric Co. - Credit markets point to liquidity risks 2018-11-13
MMM: 3M - Favorable set-up into Thursday analyst meeting 2018-11-13
Proprietary Credit Card Data & Analysis (11/12) - Prop CC Data/Analysis for October: Winners = Apparel/Off Price/Dept Store, Losers = Furniture/Home Improve 2018-11-12
Miserable TMT deals becoming all too familiar, did Juniper come up with “22x21” all by itself?, a nice down-payment from Nuance (TMT Deals, APTI, JNPR, NUAN, AXP, CTL, JACK, LYB) 2018-11-12
Low & Middle Market Pricing Study - WMT Gets Back to Parity with the General . . . While FDO Also Shows Some Improvement; WMT Expands Middle Market Lead Modestly 2018-11-12
MCD: McDonald's - MCD Further Flexing Mobile Muscle: App Use Stats Continue to Materially Outpace Peer Group, on Absolute & Per Restaurant Basis 2018-11-12
Multi-Industry - Inch Questions (IQ) for management; key results recap 2018-11-12

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