All Research


Title Date Pages
Oct 3 - Oct 6 2017-10-06
A casino deal that was always in the cards, Medicines Co checks another box, Clorox denies any signaling, Honeywell wants to hydrate (PENN, MDCO, CLX, GIMO, JWN, HON, IP, GPK) 2017-10-06
COST: Costco Wholesale- A Flag Has Been Raised . . . But We Think It's Yellow and Not Red; Post 4Q Thoughts, Reiterate Accumulate Rating + $177 Price Target 2017-10-05
Nooyi cool on third leg M&A, pressure building on Kraft, Citrix serves an appetizer, Happy Birthday Les (PEP, Danone, CTXS, STZ, MSCI, CBS, VIAB) 2017-10-05
Finally good news at Mylan, circling back to some air lease stories, Procter's missed opportunity, Mattel now has a deal-maker in the room (MYL, AYR, AL, ILG, PG, MAT) 2017-10-04
WMT: Wal-Mart - Analyst Day Preview: 10 Questions for Management, Remain Buy-Rated 2017-10-04
Call Today at 1:00pm EST - Home Depot (HD) & Lowe's (LOW): Initiation of Coverage 2017-10-03
More than a routine cleaning at Dentsply, Fifth Circuit is ValueAct's Cathedral of Holy Trinity, ball is in Dolan's hands at MSG (XRAY, TRN, MSG, JWN, BAH, PG, IPXL) 2017-10-03
LOW: Lowe's - Initiating Coverage with an Accumulate Rating & $88 Price Target 2017-10-02
HD: Home Depot - Initiating Coverage with a Buy Rating + $189 Price Target 2017-10-02
Social Inflation Follow Up: 2of 3 Components are Accelerating - Proprietary data on legal advertising shows an acceleration in 2017 2017-10-02
Sept 25 - Sept 29 2017-09-29
Krafting a less interesting story at Kellogg, XPO has narrowed it down to twelve, Helmerich's dividend losing a fan, sizing up the new Oaktree cluster at HAIN (K, CAG, XPO, HP, SCOR, BKD, HAIN) 2017-09-29
Broadlines & Hardlines Retail - 1 Month Later = After Initial Wave . . . No Signs of Incremental Price Investments At Whole/Amazon Foods 2017-09-29
HAIN cleans house, Huntsman standalone prospects in focus, what's good for Heinz isn't good for Procter (HAIN, HUN, PG, BMS, CMA) 2017-09-28
PIR: Pier 1 Imports - Tough Times Continue in Big D; Lowering EPS Below Guidance, PT Moves To $4 2017-09-27
Goldbugs pressed to demand more from gold miners, Lazard has ammo for a Greenhill-like play, More on-the-record support for Peltz (Gold Mining, LAZ, PG, QEP, ALR, UNFI, BMS, IPG, KR, MAT, HLF) 2017-09-27
Hurricane Damages and Catastrophe Model Uncertainty - Conference call revealed wind vs. water issues complicated by legal advertising 2017-09-27
Nestle squeaks its way over the bar, watching for next sale at Blue Buffalo, Icahn's marathon at Navistar finally paying off (NESN, BUFF, EFX, NWL, NAV, UNFI) 2017-09-26
DaVita remains vulnerable to age old story, P2 shows up right on schedule at Broadsoft, Colfax cuts off a leg, Cree snags itself a middleweight (DVA, BSFT, CFX, CREE, GPC, PG, CL) 2017-09-25

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