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Title Date Pages
HP’s definition of “modest” set to be tested, colder winters ahead for WellCare, Polaris gets out on the water (HPQ, XRX, WCG, PII, ATHN, DXC) 2018-05-30 4
Marine Insurance At Low Point in Pricing Cycle 2018-05-30 5
ICU Medical looks for another homerun at Smiths, new severance program at Qualcomm seems oddly timed, Stericycle investors have run out of "Patience" (ICUI, QCOM, DNKN, SRCL, VRNT) 2018-05-29 4
The Weekend Warrior (5/25/2018) - In Focus: KSS/AMZN Update, 1Q Department Store Scorecard, Gas vs. Consumer Spending, M EPS Recap, XLP Multiple Update, & FND 2018-05-25 11
May 21 - May 25 2018-05-25
Blue skies still in the forecast at DXC, Molina coasts to victory in Washington, simmering waters at AthenaHealth, Colgate ... why not? (DXC, MOH, ATHN, CL, JCI, MDT) 2018-05-25 4
Janus has plenty to say, Gazing at Casey's through a PetSmart prism, Ackman skates back into retail, the Tran pulls into Molina (IP/SK3, CASY, LOW, MOH, MAT, WYNN, PDCO) 2018-05-24 5
P&C M&A: Parameters for Valuation 2018-05-24 6
WSM: Williams-Sonoma - Accelerating Comps At Legacy Brands; Quick Take/Quality Review Post 1Q Print 2018-05-23 5
Lowe’s + Target + JCPenney - Model/Estimate Update: Raising EPS/PT for LOW + Lowering EPS/PT for TGT & JCP 2018-05-23 6
A fantastico result at Tiffany, dusting for new strategist's fingerprints at Medtronic, the road ahead at DXC (TIF, MDT, DXC, IR, UTX, HON, NUAN) 2018-05-23 4
TGT: Target - Mixed Bag Out Of Minneapolis, Quick Take/Quality Review Post 1Q Print 2018-05-23 4
LOW: Lowe's - Soft Comp . . . As Expected; Quick Take/Quality Review Post 1Q Print 2018-05-23 4
KSS: Kohl's - Oh Shift!! Why 1Q SSS Was Better on the Core . . . Raising Estimates & PT to $77, Post Call Notes 2018-05-22 5
Lowe’s and JCPenney CEO Update - Marvin Ellison Going From Cowboys Country to Panthers Country – Does This Benefit Both Retailers? Dreiling Chairman @ LOW = +++ 2018-05-22 3
Lowe’s gets its man, waiting on Advanced Auto to “push” it up a notch, a worry ahead for Celgene, little wonder banks aren’t eager to make deals (LOW, AAP, CELG, Regional Bank M&A, SWK, BAX) 2018-05-22 4
KSS: Kohl's - 3.6% SSS Clears Bar + GPM/Inventory Complexion Looks Great + FY18 Guidance Raised . . . But Appears Conservative, 1Q Quick Take 2018-05-22 4
May 14 - May 18 2018-05-21
Elliott picks up Janus as an ally at AthenaHealth, Icahn and Corvex teaming up at Energen, a second city bank deal, Blackstone gets the goal at LaSalle (ATHN, EGN, FITB, LHO, VMW, ADNT, WAB, MIDD, ROP) 2018-05-21 5
No more soup for Campbell’s CEO, Molina faces make-or-break test in Washington, Cerner finally gets the VA to say “yes” (CPB, MOH, CERN, MLNX, BAX) 2018-05-18 4

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