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United Technologies deal the first step in a two-step plan, Marathon spinoff dies at the 25 mile mark, fall activism preview (UTX, COL, MPC, DWDP, HON, DOV, GE, BSFT, DECK, GIMO, BKD, JWN, EGN, THC, ATHN, ADP, EQT, ZBH, PG, HAIN) 2017-09-05
Broadlines & Hardlines Retail - 2Q17 EPS Season Top 10 Awards . . . Fantasy Football Rankings = Featuring: DLTR, W, WSM, WMT, TGT, COST, M, RH, WFM, & FIVE 2017-09-05
Aug 28 - Aug 29 2017-09-01
DG: Dollar General - Solid 2Q Print . . . But Not Flawless; Stay Accumulate Rated with $80 Price 2017-08-31
COST: Costco Wholesale - Like Two Ships Passing In The Night; Core SSS Strong - Rising 5.9% in August = Reiterate Accumulate Rating with $177 Price Target 2017-08-30
FIVE: Five Below - Sorry, Not Sorry! If Only The Eagles Could Step Up . . . Like This Team From Philly; Raising EPS Estimates & PT to $59, Stay Accumulate 2017-08-30
Team Gromey's Consumer Survey - July 2017 - Part III: Health of the Consumer + Macro Outlook 2017-08-30
Broadlines Retailing - Bark > Bite? Princeton Price Study Shows Only 1.2% Week-Over-Week Decline Across ~115 SKU's at New Amazon Whole Foods 2017-08-29
Focus Ideas & 5 Activist Situation's Worth Watching - (H, IPG, BSFT, KMB, THC, ZBH, ECA, HAIN, EGN) 2017-08-29
Allstate (ALL), Progressive (PGR): Current Pricing Umbrella in Stocks 2017-08-29
Hain sticks with FY18 guide as activist looks on, a so-so end to Advisory Board's review, Conduent severance package merely checks a box (HAIN, ABCO, CNDT, CTLT, MNK) 2017-08-29
Team Gromey's Consumer Survey - July 2017 - Part II: Consumers' Online Spending Habits 2017-08-29
WFM: Whole Foods Market - Discontinuing Coverage of Whole Foods 2017-08-28
Hurricane Harvey: First Look at Wind vs. Water - Houston's active participation in NFIP will benefit (re)insurers; temper stock overhang 2017-08-28
Diller has some big shoes to fill; Three points for Gilead; Nothing special about Magna (EXPE, GILD, SC, MGA, PAA, CTLT) 2017-08-28
COST: Costco Wholesale - August SSS Pre-Game = We See Core SSS Up 5.0% + Gas Profits Better in August vs. July; Shares Remain Accumulate Rated 2017-08-28
Aug 21 - Aug 25 2017-08-25
Pure Storage smells like ServiceNow, Platform Specialty breaks up the platform, Dollar Tree won't be the next unwind (PSTG, PAH, DLTR, COL, EL, IPG, Short Interest, BECN, HAIN) 2017-08-25
Hershey Trust lets go of a few kisses, Signet counter-punching, Tiffany biding its time, keep an eye on Hyatt (HSY, SIG, TIF, H, BECN, GCP, CMG) 2017-08-24
DLTR: Dollar Tree - Back To The Future; Solid Print = Raise EPS & PT To $96 2017-08-24

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