All Research


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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