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Title Date Pages
HLT: Hilton - 4Q RevPAR Not as Bad as Feared, but w/ the Stock Trading at Over 17x ’22E EBITDA We’re Comfortable on the Sidelines 2021-01-19 5
ITW: ITW - T&S deal marks return of M&A 2021-01-19 4
Deal-makers play a game of laser-tag, “Mutts” finding forever homes, Trapani sets his sights on Danone, eyeing a possible exit strategy at Genuine Parts (LITE, M&A, CTXS, Danone, DXC, GPC, GRA, PPG) 2021-01-19 5
Workers’ Compensation: More Data on Covid-19/Work Comp 2021-01-19 4
TSCO: Tractor Supply Company - Reading the 4Q Print: Raising SSS View to 22%, How We See the ’21 Guide, and Why December’s Footfall Spike is So Important 2021-01-19 7
MMM: 3M - Model update 2021-01-19 4
EMR: Emerson - Upgrading to Buy; Separation option 2021-01-19 15
HON: Honeywell - Model update - expects conservative 2021 guidance 2021-01-19 4
Broadlines & Hardlines Retail - An Inevitable Move at The Right Time as Lore Exits Bentonville; We’d Look Ahead as This Negative Catalyst Is Now in the Rearview 2021-01-15 3
Waiting for the power to be turned on at NiSource, Viacom surges past harm's way, Icahn charts a new course at Delek, bank shot pushes Kratos through valuation headwinds (NII, VIAC, DK, KTOS, CB, DAL) 2021-01-15
December '20 Retail Sales Recap - Core up +3.0%, Better Than the Headline; Winners = Home Improvement + Digital + Sporting Goods; Losers = CE + Apparel 2021-01-15 4
A Look Back at Early Days of the Pandemic for Restaurant Sector - Everything You Need to Know as Sector Begins to Lap Pandemic Onset: State/Company Response, Reopening, Relative SSS & More 2021-01-15 17
ABNB: Airbnb - ICYMI - Key Takeaways from Brian Chesky’s Presentation 2021-01-14 4
Reinsurance: Property/Cat Rates To Rise for Structural Reasons 2021-01-14 5
No reason for DELL-heads to sweat, Dropbox losses its top googler, rude reception for Couche, GameStop squeezes its way much higher (INTC, DBX, ATD, GME) 2021-01-14 4
Data Update: Broadlines & Hardlines Retail - The Group is Hot - Does It Deserve to Be? Our Data Sources Say So . . . We Remain Committed to Barbell Strategy Out of the Gate 2021-01-14 8
Intel's Swan set to fly away, Abbott showing signs of waking up, Omnicell hurdle is a high one, What's taking DXC so long? (INTC, ABT, OMCL, AMT, GRUB, DXC, CMD, ODP) 2021-01-13 5
TGT: Target - Solid Results From Minneapolis; January Data Points Signal Acceleration MTD; Raising Estimates & PT to $220/Stay Buy-Rated 2021-01-13 5
Allstate Lowers Rates by 5% in Major States 2021-01-12 3
DPZ: Domino's Pizza Inc - Select ‘21 Guidance Introduced; Small Downward EPS Revisions Likely Follow – SSS Decline Prospects Cap NT Price Appreciation 2021-01-12 5

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