All Research


Title Date Pages
Colgate boss "brushes" aside the $100 question, Textron's Scorpion plan gets some help, searching for the next machinery deal (CL, KMB, TXT, MAT, AGCO, NUVA) 2017-06-02
FIVE: Five Below - Mo Money, Mo Problems; Even Beyond Spinner Trend, Core Biz Healthy; Stay Long, Raising Estimates & PT to $58 2017-06-01
Storey now reads a lot better, ConAgra ready to top off the hat trick, PPG decides Akzo is a bridge too far (CTL, CAG, PF, PPG, PDCO, PRGO, ENS) 2017-06-01
DG: Dollar General - Gotta Know When To Fold 'Em = Upgrade to Accumulate from Reduce; New Price Target Established at $84 2017-06-01
COST: Costco Wholesale - Can I Get An "Amen"? May Core SSS Rise 4.5%+ = Strength in Traffic, Discretionary, & Food Inflation 2017-05-31
Norfolk gets noisier, Corvex looks for a win at Alabama, Marathon gearing up to pass the baton (NSC, EGN, ERIC, MPC, Lanxess, WLTW, PRGO, XTLY, WFM) 2017-05-31
COST: Costco Wholesale: May SSS Pre-Game = We See Core Up ~3.5% vs. Tough Compare 2017-05-30
Kansas City Southern grills up a new board, go time for PPG's McGarry, Decker's surge gives buyers something extra to think about (KSU, PPG, DECK, MRVL, HAIN, LGF) 2017-05-30
COST: Costco Wholesale - Sometimes . . . Boring is Good; Solid 3Q Print From Issaquah = Remain Accumulate-Rated + $191 PT 2017-05-25
May 22 - May 25 2017-05-25
DLTR: Dollar Tree - It Takes Two To Tango & FDO Still Not Dancing (Yet); Stay Patient + Long 2017-05-25
Immelt disappoints two constituencies, credit solution at Signet won't save trapped investors, less buzz this go around at Universal Health (GE, SIG, CSX, UHS, BWLD, KLXI) 2017-05-25
TGT: Target - 5 Sell Side Meeting Takeaways = Still Prefer WMT + COST > TGT 2017-05-24
WSM: Williams-Sonoma - Clear Eyes, Full Heart, Can't Lose; Raising EPS & PT to $62 = Accumulate 2017-05-24
Brown family highly unlikely to sell crown jewel to a couple of Yankees; New Honeywell CEO searching wide and far; Retail activism - No CEO at Tiffany yet & slow turn around at Advance Auto (BF.B, TIF, AAP, HON, UTX, PH, HUBB, DOV, MOS) 2017-05-24
Focus Ideas: DVA, HAIN, FTNT, CRL, NUAN, MGA, CL, GCP, NRG, 5 Sale Processes 2017-05-23
Shots of Jack for the whole bar, no more heat coming off FLIR Systems, sizing up Elliott's 11th round TKO at Arconic (BF.B, FLIR, A, ARNC, TDG) 2017-05-23
Huntsman family finally bags its trophy deal, Ford down one key auto worker, this year's CEO changes have a lot in common (HUN, F, VIA, CREE, CEO Changes) 2017-05-22
Broadlines Retail - Another Blow For Low-End? Unlikely...But Trump's $193B SNAP Reduction Plan Bears Monitoring 2017-05-22
Reinsurance Brokers: Modest Earnings Tailwinds from Rising Revenues (AON, MMC, WLTW) 2017-05-22

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