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Title Date
Low & Middle Market Pricing Study - Walmart Loses Ground in Both Studies + Family Dollar Showing Some Life + Inflation Accelerating In Feb with Baskets Up ~4.5% YOY 2019-03-13
GE: General Electric Co. - $1.00 FCF/share folly 2019-03-13
Multi-Industry - Economic peak highlights valuation risks 2019-03-13
Capital Management to Remain Around 2/3 Operating Earnings 2019-03-13
BLMN: Bloomin Brands, Inc. - Analyst Meeting Highlights Ample SSS Drivers; Margin Expansion a Show-Me Story, But at Less Than 7x EBITDA – We Like Risk/Reward 2019-03-12
Suspicious purchases at Genesee & Wyoming point to activism, TMT deals are scoring again, F5 throws a changeup, parsing the LogMeIn 10-K (GWR, NUVA, TMT Deals, FFIV, LOGM, KN, FLR) 2019-03-12
February 2019 Macro Survey - Sentiment Remains Choppy . . . But Expectations for Home Price Appreciation and Little Concerns on Income Tax = Positives 2019-03-12
GE: General Electric Co. - Is Biopharma really “win-win”?; GE track record still TBD 2019-03-12
January ’19 Retail Sales Recap - December Revised Down = Yesterday’s News . . . January Better, But Still Not as Strong . . . Furniture, CE, & Clothing Soft 2019-03-11
Cooler heads prevail in the gold mines, winning ticket at Mellanox pays $125, don’t sleep on this de-FANG talk, Gap back where it started (GOLD/NEM, MLNX, FANG, GPS, MD) 2019-03-11
GE: General Electric Co. - Weak GE cash forecast in 2020 2019-03-11
Looking more like "all or nothing" for Allergan boss, EQT snags itself a ghoul to scare off the Rice Brothers, Berry gets the better of Leon, good luck charm at Lions Gate (AGN, EQT, BERY, VSM, LGF, PDCE, YELP) 2019-03-08
DG: Dollar General - Reading The 4Q18 Print + FY19 Set-Up: Card Data + Footfall Data Indicate Solid 4Q, FDO Market Share Up for Grabs in ‘19, Say Buy 2019-03-08
COST: Costco Wholesale - Snatching Victor From the Jaws of Defeat = COST Crushes 3 Important KPI’s, Stay Accumulate-Rated with New $255 Price Target 2019-03-07
Tax Filing Season Statistics Update - Returns Data Consistent Vs. Last Week & Much Improved Overall . . . Cautiously Optimistic; Good for DG (Buy) + DLTR (Accumulate) 2019-03-07
HON: Honeywell - Upbeat investor presentation 2019-03-07
ROK: Rockwell - Reducing cyclical risks; robust IIoT trends 2019-03-07
GE: General Electric Co. - More insurance details; risks remain 2019-03-07
Allergan CEO is ice cold heading into AGM, clock starting to be factor at NuVasive, an interesting signal from Xerox, a tantrum from Honeywell's toddler (AGN, NUVA, VSM, XRX, REZI, ZAYO, CTL, LYB) 2019-03-07
Restaurant Sector Share Prices Defying Revision Trends - Stocks Have Moved Up on Downward Revisions: Precedent Suggests This Is Unsustainable 2019-03-07

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