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Title Date
A key figure emerges at Axalta, FedEx screws up a delivery ahead of Monday’s AGM, Sirius not interested in Live Nation tickets, Masco breaks a Cardinal Rule (AXTA, FDX, SIRI, MAS, ALXN) 2019-09-18
MMM: 3M - Cutting estimates; in the penalty box 2019-09-18
Multi-Industry - Clearing the decks (Part 2); Recession Handbook 2019-09-18
CBRL: Cracker Barrel - F4Q Topline Strong, but CBRL Pointing to Cautious NT Outlook; Lofty Valuation & Continued Margin Pressures Keep Us Underperform 2019-09-17
AT&T boss may not be headed out to pasture yet, PayPal’s wallet is stuffed, SeaWorld can’t find itself a quarterback, any juice left to squeeze at Aramark? (T, PYPL, SEAS, ARMK, MGM, IFF) 2019-09-17
Proprietary data (MRO distribution web traffic report – industrial MRO traffic sequentially stable in August) 2019-09-17
Proprietary data (Industrial products pricing – GWW sequential pricing relatively flat; MSC pricing contrast) 2019-09-17
Ten candid questions for Apollo’s Josh Harris, Peltz limbering up to do some Procter cartwheels, new Discover CFO has a special knack for special sits (APO, PG, DFS, HTZ, SPAC Talk) 2019-09-16
P/C Insurance Pricing Cycle: A Correction, Not a Hard Market 2019-09-16
GRUB: Grubhub Inc - Non-Restaurant Delivery Partnerships Poised to be Next Trial & Awareness Driver w/ Exclusive Rest. Partnerships Nearly Exhausted 2019-09-16
August 2019 Macro Survey - The Consumer’s Outlook on the Macro Looks Favorable Heading into the Fall . . . Home Improve Sentiment > Furniture Sentiment 2019-09-16
Insurers’ Liability in Abuse Claims: First Post-CVA Bankruptcy 2019-09-13
ETN: Eaton - Investor meeting highlights 2019-09-13
Carrier juices up its deal team, “working group” at DXC might appeal to an activist, Lawrie-gazing at Perspecta, a scramble for the last seat at Fluor (UTX, DXC, PRSP, AXTA, FLR, AMCX, MSG, CHD) 2019-09-13
August ’19 Retail Sales Recap - Core Retail Sales Rise 3.6% YOY; BTS Segments Demonstrate Strength on the Stacks 2019-09-13
DRI: Darden Restaurants - Near-term Risk/Reward Profile Skewed Toward Risk w/ DRI Shares at Peak Relative Valuation and Revision Momentum Slowing 2019-09-13
HDS: HD Supply - Model update 2019-09-12
GE: General Electric Co. - Investor conf highlights; incremental Aviation, Pension, Insurance challenges 2019-09-12
HON: Honeywell - Investor conference highlights 2019-09-12
ValueAct shows up as LKQ’s “risk factor,” a sudden ending to the Lawrie Era at DXC, upcoming “comp” vote at FedEx is worth watching, an interesting knock on the door at Fluor (LKQ, DXC, FDX, FLR, GPS, ACB-TSE, CTL) 2019-09-12

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