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Title Date Pages
CNH breakup idea is getting beaned, can't ignore KKR's C-corp lift, steady as she goes at HD Supply, now in "extra time" at Casey's (CNHI, KKR, HDS, CASY, BMS, IP, AKZO) 2018-06-21 4
Starbucks playing defense ahead of Hall of Famer's departure, Starboard deal at Mellanox wins points for creativity, KAR math looking better, Xerox bottoming out (SBUX, MLNX, SRCL, KAR, XRX, COTV, PBCT) 2018-06-20 5
TSCO: Tractor Supply Company - Initiating Coverage with an Accumulate Rating + $86 Price Target – Sunrise, Sunburn, Sunset 2018-06-20 20
Berkshire Acquired General Re 20 Years Ago 2018-06-19 3
Humana strikes deal with a different pharmacist, DG not hostile to a FDO deal, focusing on PE interest in treatment centers, is PCG a fit for Buffett? (HUM, DLTR, ACHC, IVZ, FCE.A, LHO, MYL, PCG) 2018-06-19 6
Wondering where smoke at BioMarin came from, Campbell Soup warming up, GM prepping investors for a special move, Starboard not ready to leave Mellanox alone (ABBV, CPB, GM, MLNX, BOKF, ) 2018-06-18 5
The Weekend Warrior (6/15/2018) - Sleepless in Seattle... A Recap of COST/JWN HQ Visits + CPI/PPI Food + NFIB Index + SI Update + BBG Heat Map + YTD Winners/Losers 2018-06-15 11
June 11 - June 15 2018-06-15
No more guessing at Lyondell, breakup watch at HD Supply, most interesting storyline at AMC since Mad Men (LYB, HDS, AMCX, JBLU, MD) 2018-06-15 4
May Retail Sales Wrap - 2-Year Stack Rises 11.6% - Best Trend Since 2012 2018-06-14 4
Headwind to Mylan payoff stiffens, new Allergan director is a familiar face, new Zimmer CEO is a diversifier, checking in on Allegheny (MYL, AGN, ZBH, ATI, NYCB, CNC) 2018-06-14 4
JWN: Nordstrom - HQ Trip Takes = Guarded Tone @ The Top . . . But Rack Issues Appear to be In Rearview Mirror + EBIT Inflection in the Works 2018-06-13 6
COST: Costco Wholesale - Six Takes From HQ Visit in Issaquah, Boosting 4Q EPS Estimate As Recent Momentum Looks Poised to Continue, Stay Buy Rated 2018-06-13 6
Stryker high-tails out of Boston, Ackman gets in a question at ADP, AbbVie throws some M&A numbers on the table, new H&R Block CEO blindsides his investors (SYK, BSX, ADP, ABBV, HRB, MDT, CASY, NWL, CPB) 2018-06-13
Annual Study of Atlantic Hurricanes 2018-06-13 3
RH: RH - Walking Their Talk, Impressive Turnaround Continues to Unfold; Raising Estimates & PT to $135 2018-06-12 6
Two MedTech cruiserweights looking to Stryke a deal, ADP pays the Bill, watching for Tenet to tweak its script, a rollercoaster ride for a couple of REIT deals (BSX, SYK, ADP, THC, LHO, QCP, MRC, ESL) 2018-06-12 5
Elliott and Bluescape looking for more magic in San Diego, Envision finally comes off the board, Workday gets to work, Adient makes a pitching change (SRE, EVHC, MD, HUM, USG, WDAY, COMM, FLT, NYCB) 2018-06-11 5
May ’18 Macro Survey Results - Discretionary Spend (Apparel/Furniture/Home Improve) Upticks . . . While Higher Gas Prices May Be Reaching A Level of Concern 2018-06-10 11
The sun sets on the McAdam era at Verizon, keeping an eye on the new team Cooper Co, Lulu comes off the takeout list (VZ, COO, LULU, AGN) 2018-06-08 4

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