| October ’19 Retail Sales Recap - Strong Uptick Sequentially on the Stacks Across the Board
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Grom, Chuck |
2019-11-15 |
| 13-F Analysis (NFLX, COMM, LB, HGV, RTN, OXY, RH, XPO, BA, AAL, PLAY, OC, PENN, PEB, PLAN, ZEN, GDDY, INST)
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Bilson, Don |
2019-11-15 |
| ROK: Rockwell - F2019 10-K observations
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Inch, John |
2019-11-15 |
| JACK: Jack in the Box - Looking for Modest F4Q SSS Miss & Repo-driven EPS Upside; We Like Risk/Reward with Longer-term Fundamentals Bar Low
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Farmer, Jeff |
2019-11-15 |
| TSCO: Tractor Supply Company - Catchin’ Deers . . . HQ Trip Notes; Stay Buy-Rated w/$120 Price Target
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Grom, Chuck |
2019-11-15 |
| WMT: Walmart - Still Bindering . . . Solid 3Q Print From Bentonville; Stay Buy-Rated/ $135 PT
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Grom, Chuck |
2019-11-14 |
| Second trophy kill of the year for Gordon Haskett, Thermo may go “Dutch” on its next date, Perspecta anniversary coming into focus, a change coming at Smuckers? (HPQ, QGEN, PRSP, SJM, ELAN, IIVI)
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Bilson, Don |
2019-11-14 |
| Miles White finishing strong at Abbott, Ten bucks coming into focus at Kansas City Southern, Persistence pays off for Apollo in IT space (ABT, KSU, TECD, TWOU, FTNT, EXP)
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Bilson, Don |
2019-11-13 |
| ROK: Rockwell - Raising EPS forecast; demand volatility likely to continue
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Inch, John |
2019-11-13 |
| DXC throwing three babies out with the bathwater, latest Rockwell painting is a keeper, Advance Auto needs to get its grades up in year-four (DXC, ROK, AAP, ACM, BOX, FSCT)
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Bilson, Don |
2019-11-12 |
| Broadlines & Hardlines Retail 3Q Preview - The Barbell is Back = Tier 1 (WMT, TGT, COST, DG, FIVE, HD) + Tier 2 (BJ, DLTR, KSS, WSM, FND, HOME)
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Grom, Chuck |
2019-11-12 |
| ROK: Rockwell - Meaningful F4Q19 beat; robust F20 guidance vs. expectations
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Inch, John |
2019-11-12 |
| KKR might answer the call at Walgreen's, Envestnet showing resiliency following founder's death, Icahn-OXY now scheduled to fight this spring (WBA, ENV, OXY, OTEX, ISBC, AXE, COMM)
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Bilson, Don |
2019-11-11 |
| Madison Square Garden rolls out a new lineup, NortonLifeLock revamp now complete, Teradata goes to the bullpen again, Gap's founding family now fishing for a new CEO (MSG, NLOK, TDC, CE, TIF, GPS, MD, HOLX, NLSN, JCI)
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Bilson, Don |
2019-11-08 |
| CBRL: Cracker Barrel - The Very Popular Holiday Heat n’ Serve Offering Will See a ~15% Price Increase to $124.99 – Driving a Healthy F2QE SSS Tailwind
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Farmer, Jeff |
2019-11-08 |
| Home Improvement Data Science Update (3Q19) - SSS Preview: HD (+4.8%) + LOW (+2.5%) . . . No Change in Preference = Atlanta > Charlotte
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Grom, Chuck |
2019-11-08 |
| Nielsen finishes back where it started, KAR breaks down leaving the garage, Sea World scoops its next CEO into the boat, delays at CenturyLink/Acadia (NLSN, KAR, SEAS, CTL, ACHC, OXY, DNOW)
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Bilson, Don |
2019-11-07 |
| EAT: Brinker International - Quick Hits from GHRA-Sponsored Conference Call with Brinker CEO & CFO
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Farmer, Jeff |
2019-11-07 |
| COST: Costco Wholesale - No Special Dividend (Yet) . . . But A Pretty Special October With a 6.3% Core SSS
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Grom, Chuck |
2019-11-06 |
| WEN: Wendy's - Expect Continued Multiple Expansion in Coming Quarters with Several Meaningful Top-line Drivers in Place
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Farmer, Jeff |
2019-11-06 |