All Research


Title Date Pages
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) 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) 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 2017-10-17
JWN: Nordstrom - No Deal (For Now); Lowering Price Target To $40 as Risk Premium Augments Through Year-End; Stay Hold Rated 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) 2017-10-16
Asbestos Liabilities: Expect Another 3Q Charge from Travelers (TRV) 2017-10-16
Broadlines Retail: Low + Middle Market Pricing Study - Wal-Mart Improves Positioning, Signs of EDLP at Target, & Amazon Fresh Getting More Aggressive 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 2017-10-13
Oct 9 - Oct 13 2017-10-13
September Retail Sales Wrap - Up 4.1% YOY; Winners = Building Materials, Digital, & GM Stores 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) 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) 2017-10-12
Team Grom's Consumer Survey - September 2017 - Part I: Consumer Traffic + COST vs. AMZN + BTS Wrap 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) 2017-10-11
WMT: Wal-Mart - Boy Has Bentonville Changed . . . And For The Better; Raising Price Target to $95, Analyst Day Takes - Part II 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) 2017-10-10
WMT: Wal-Mart - Analyst Day Take #1: 2018 Guidance Details Encouraging (Sales, SG&A Expense Leverage, E-Com, Buybacks) 2017-10-10
Property/Casualty M&A: Struggle for organic growth, stagnation tipping point reached 2017-10-10
Prime Time for a Sub-Prime, GE Vice Chair now has no chair, what's good for GE should be good for PG (OMF, GE, PG, QEP, DVA, HLF) 2017-10-09
The Weekend Warrior (10/6/2017) - Home Depot + Lowe's Initiation In Focus 2017-10-06

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