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Title Date Pages
GWW: Grainger - Rising risks into 2020 2019-11-18 5
MSM: MSC - Model update; dividend support offsets challenging fundamentals 2019-11-18 4
Proprietary data (MRO distribution web traffic report – moderating October) 2019-11-18 14
Proprietary data (Industrial products pricing – discounting picks up further in November) 2019-11-18 3
FIVE: Five Below - Hard To Ignore The Gram; Seeing Some Potential Consumer Pushback to Price Increases . . . Not A Very Good Development for Philly 2019-11-15 6
JCP: J.C. Penney - 3Q No Worse Than Feared . . . Still Difficult to Underwrite Comp Recovery in 2020 2019-11-15 5
October ’19 Retail Sales Recap - Strong Uptick Sequentially on the Stacks Across the Board 2019-11-15 3
13-F Analysis (NFLX, COMM, LB, HGV, RTN, OXY, RH, XPO, BA, AAL, PLAY, OC, PENN, PEB, PLAN, ZEN, GDDY, INST) 2019-11-15 5
ROK: Rockwell - F2019 10-K observations 2019-11-15 4
JACK: Jack in the Box - Looking for Modest F4Q SSS Miss & Repo-driven EPS Upside; We Like Risk/Reward with Longer-term Fundamentals Bar Low 2019-11-15 7
TSCO: Tractor Supply Company - Catchin’ Deers . . . HQ Trip Notes; Stay Buy-Rated w/$120 Price Target 2019-11-15 5
WMT: Walmart - Still Bindering . . . Solid 3Q Print From Bentonville; Stay Buy-Rated/ $135 PT 2019-11-14 7
Second trophy kill of the year for Gordon Haskett, Thermo may go “Dutch” on its next date, Perspecta anniversary coming into focus, a change coming at Smuckers? (HPQ, QGEN, PRSP, SJM, ELAN, IIVI) 2019-11-14 4
Miles White finishing strong at Abbott, Ten bucks coming into focus at Kansas City Southern, Persistence pays off for Apollo in IT space (ABT, KSU, TECD, TWOU, FTNT, EXP) 2019-11-13 4
ROK: Rockwell - Raising EPS forecast; demand volatility likely to continue 2019-11-13 5
DXC throwing three babies out with the bathwater, latest Rockwell painting is a keeper, Advance Auto needs to get its grades up in year-four (DXC, ROK, AAP, ACM, BOX, FSCT) 2019-11-12
Broadlines & Hardlines Retail 3Q Preview - The Barbell is Back = Tier 1 (WMT, TGT, COST, DG, FIVE, HD) + Tier 2 (BJ, DLTR, KSS, WSM, FND, HOME) 2019-11-12 14
ROK: Rockwell - Meaningful F4Q19 beat; robust F20 guidance vs. expectations 2019-11-12 3
KKR might answer the call at Walgreen's, Envestnet showing resiliency following founder's death, Icahn-OXY now scheduled to fight this spring (WBA, ENV, OXY, OTEX, ISBC, AXE, COMM) 2019-11-11 5
Madison Square Garden rolls out a new lineup, NortonLifeLock revamp now complete, Teradata goes to the bullpen again, Gap's founding family now fishing for a new CEO (MSG, NLOK, TDC, CE, TIF, GPS, MD, HOLX, NLSN, JCI) 2019-11-08

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