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Title Date Pages
Toys R’ Us Market Share Shift Analysis - Wal-Mart, Target, & Costco Early Winners Post the TRU Closings, Alpha Hat Series 2018-09-13 4
Connecting the dots at Open Text, Nielsen rolls over, Nuance has all its pieces now in place (OTEX, NLSN, NUAN, ABC) 2018-09-12 3
Symantec's corporate calendar taking a beating, Peltz easing out of Pentair, new Dover boss getting busy, Qualcomm can see $82 (SYMC, PNR, DOV, QCOM, CASY, MDCO) 2018-09-11 4
Amazon/Whole Foods Pricing Study - What A Difference A Year Makes . . . or Not; No Signs of Price Action Despite the Noise. Basket Essentially Unchanged YOY 2018-09-11 8
September 4 - September 7 2018-09-10
Verizon may have a second chance with CBS, consolidation wave in contracting shows no sign of letting up, Mondelez pivoting towards M&A, more departures at Cardinal (CBS, VZ, SAIC, EGL, MDLZ, URI, HRI, CAH, INCY, BERY) 2018-09-10 5
Broadlines & Hardlines Retail - Hurricane Florence & Potential Impact by State/Retail For Coverage Grid 2018-09-10 2
Allstate (ALL) and Progressive (PGR): Big Expense Opportunity 2018-09-10 5
August Back-To-School Survey - BTS Outlook Remains Up-Beat = YOY Increase in % Who Expect to Spend In-Line (Or More) vs ‘17; Stores Maintain Relevancy vs. E-Com 2018-09-10 4
Shots fired in Camden, nice set-up at post-deal Marvell, Berry's LBO prospects might have special appeal (CPB, MRVL, BERY, ATHN, TVPT, FRPT) 2018-09-07 4
FIVE: Five Below - Upgrade “Back” To Buy . . . Being Stubborn Never Gets You Anywhere = New Price Target of $150 2018-09-07 6
COST: Costco Wholesale - Great August with Core SSS +8.0%; 4Q Sales > Street by ~$750M / Raising Estimates and PT to $255 2018-09-06 4
Juniper now drawing sellout crowds, Pebblebrook takes the LaSalle Derby, Albertson’s jet making stops in Phoenix (JNPR, DLTR, LHO, SFM, ATHN) 2018-09-06 4
BJ: BJ's Wholesale Club, Inc. - 5 Takes from Management Meeting = Stay Favorably Biased + Accumulate Rated 2018-09-06 5
RH: RH - Defending . . . Management Callback Takes + Bridge to 2019 Sales Growth; Buyers On Weakness as Cooler Heads Prevail 2018-09-05 5
W.R. Berkley (WRB) Asserts Social Inflation is Back - We Agree 2018-09-05 3
Might be round two for Ally Financial, a fixer parachutes into Nielsen, Stryker skips past NuVasive (ALLY, NLSN, EPC, SYK, ADT, TECD) 2018-09-05 4
RH: RH - Sales Guide Change Looks Self-Inflicted. Post 2Q Thoughts, Raising Estimates, PT to $175 2018-09-04 6
Campbell Soup CEO gives Third Point its talking point, EQT brings in another play-maker, Waters makes progress on re-tool, Dollar Tree leaves the door open (CPB, RIG, EQT, WAT, DLTR, WTB-LN, DNKN, ICUI, MGM) 2018-09-04
COST: Costco Wholesale - August SSS Pre-Game = We See Core SSS Up 5.0% with Upward Bias; Coffee-Can Stock . . . Expect Consolidation in the Short-Term 2018-09-04 6

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