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Title Date
FIVE: Five Below - Reading the 4Q18 Print + FY19 Set-Up: Concerns Well Advertised, Stock Ready for Next Move, Buyers Ahead of Print, $140 PT 2019-03-20
Proprietary data (MRO distribution web traffic report) 2019-03-20
GE: General Electric Co. - Key conference takeaways – multi-year turnaround 2019-03-19
Starboard still hammering away at Bristol, Syneos becomes a poster-child for quick bounce backs, How much hot sauce can Pershing stomach? (BMY, SYNH, MAR, CMG, VVV) 2019-03-19
Social Inflation Poses Increasing Risk to P/C Margins 2019-03-19
WSM: Williams-Sonoma - Reading The 4Q Print + FY19 Outlook = Maintain Hold-Rating Ahead of Early April HQ Visit 2019-03-19
Casual Dining Off-premise Sales Deep Dive - Outside of Early-Stage Delivery & Large Party Catering, Off-Premise Sales Do Not Appear to Drive Share Gains 2019-03-19
GE: General Electric Co. - Model update; no earnings growth on the horizon 2019-03-19
Payments space keeping bankers busy, Qualcomm still in warm water, Plantronics playing games with its calendar, Marriott isn't losing to a 16 seed 2019-03-18
HDS: HD Supply - Expect robust FM results; more cautious C&I outlook in coming months 2019-03-18
COST: Costco Wholesale - Upbeat HQ Meeting with CEO Craig Jelinek & CFO Richard Galanti 2019-03-18
DG: Dollar General - Imagine If The General Didn't Add Coolers in the Late 1990's; Post Management Callback Notes, Stay Buy-Rated with $131 PT 2019-03-15
The Weekend Warrior (3/15) - In Focus: Dept Store Scorecard + CPI/PPI + COST Membership + WTI March Update + YTD Stock Winners/Losers 2019-03-15
Broadcom’s turkey takes flight, Newell looking for a new face, intrigue at GCP Applied Technologies rises above “standard” levels (AVGO, NWL, GCP, ACM) 2019-03-15
GE: General Electric Co. - Compensation machine 2019-03-15
DRI: Darden Restaurants - Weak February Segment Sales Trends Weigh on SSS Upside Potential 2019-03-15
GE: General Electric Co. - Few surprises; mediocre cash even 3+ years out 2019-03-14
Freeport boardroom looking too cozy again, Papa preaching for an Alcon value at Bausch, Navistar stuck in German traffic (FCX, BCH, NAV, RBC, AMRX, SIG) 2019-03-14
DG: Dollar General - Defending the Guide . . . But Not The GPM/Inventory Complexion - 3 Quick Hits Post 4Q 2019-03-14
Peltz reaches for the doobie, Cooper sees itself in one piece, Hologic pay slammed again, more dismissive MOE talk from the regional banks (ACB, COO, HOLX, CBRL, CMA, KEY, HUM, PCG, NUVA, CELG) 2019-03-13

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