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Title Date Pages
Centene charges in while others flee, looking at Arconic's pure-play prospects, surprising feats of strength at Signet (CNC, ARNC, SIG, ECA, SEMG) 2017-06-13
Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends 2017-06-13
Team Gromey's Consumer Survey May '17: Part II - Health of the Consumer + Macro Outlook 2017-06-13
New GE boss hasn't given healthcare separatists much hope, a possible silver lining for Xerox, Forest City prepares to attack undervaluation (GE, XRX, FCE, CTXS, PAH, UNF) 2017-06-12
The Weekend Warrior - It's Not How Hard You Fall, It's How Fast You Get Back Up 2017-06-09
June 5 - June 9 2017-06-09
Surveying the "family" landscape following Nordstrom move, Aflac's favorite son ducks out, no reason not to be Joly at Best Buy (CPB, DKS, HSY, SNI, TR, BEN, CFX, MSG, VIAB, DDS, FTNT, SAM, AFL, BBY, DLR, DFT, FCE) 2017-06-09
JWN: Nordstrom - MBO Quick Thoughts, Math, & Lateral Thoughts; JWN Days as Public Company Appear To Be Over 2017-06-08
Flat beer and foul whiskey shots, eyes on Blackstone's next "acetate" move, United Natural feels heavy (TAP, JWN, BF.B, CE, EMN, UNFI) 2017-06-08
Broadlines & Hardlines Retail - Survey Says ~80% of Low-Income HH Will NOT opt for Discounted Amazon Prime Program = Weakness in DG & DLTR Overblown 2017-06-07
Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade 2017-06-07
Keeping tabs of open sales processes, one step forward two steps back at HD Supply, succession plan starts to boil at Columbia Sportswear (BKD, ABCO, WBMD, CTXS, DECK, PRXL, CPN, GIMO, HDS, H, M, COLM) 2017-06-07
Team Gromey's Consumer Survey May '17 - Part I = Retail Traffic Barometer + Consumer Intentions 2017-06-07
M: Macy's - Fireworks From Macy's . . . & It's Not Even July 4th; Four Key Takes Post Analyst Meeting 2017-06-06
Perrigo in search of a new pair of eyes, HD Supply waters down its portfolio, a mystery Signet could do without (PRGO, HDS, CASY, CERN, SIG, AME) 2017-06-06
Activism playing almost as well as Golden State, Pinnacle wants more the second time around, adding two cents to the Mylan dustup (Activism, BWLD, PF, MYL, BG, WBMD, ADI) 2017-06-05
RH - Too Many If's, Ands, or Buts For Us; Stay Hold Rated - Lowering EPS/PT to $45 2017-06-02
Workers' Compensation Still Peaking, AHCA Impact 2017-06-02
1Q17 EPS Season Top 10 Awards . . . Rolling Stones Throwback Edition = Featuring: W, M, WSM, COST, WMT, TGT, WFM, DLTR, JCP, & DG 2017-06-02
May 30 June 2 2017-06-02

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