| 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
|
Mollins, Robert |
2021-01-19 |
5 |
| ITW: ITW - T&S deal marks return of M&A
|
Inch, John |
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)
|
Bilson, Don |
2021-01-19 |
5 |
| Workers’ Compensation: More Data on Covid-19/Work Comp
|
Wilt, Bill |
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
|
Grom, CFA, CPA, Chuck |
2021-01-19 |
7 |
| MMM: 3M - Model update
|
Inch, John |
2021-01-19 |
4 |
| EMR: Emerson - Upgrading to Buy; Separation option
|
Inch, John |
2021-01-19 |
15 |
| HON: Honeywell - Model update - expects conservative 2021 guidance
|
Inch, John |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Bilson, Don |
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
|
Grom, CFA, CPA, Chuck |
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
|
Farmer, Jeff |
2021-01-15 |
17 |
| ABNB: Airbnb - ICYMI - Key Takeaways from Brian Chesky’s Presentation
|
Mollins, Robert |
2021-01-14 |
4 |
| Reinsurance: Property/Cat Rates To Rise for Structural Reasons
|
Wilt, Bill |
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)
|
Bilson, Don |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Bilson, Don |
2021-01-13 |
5 |
| TGT: Target - Solid Results From Minneapolis; January Data Points Signal Acceleration MTD; Raising Estimates & PT to $220/Stay Buy-Rated
|
Grom, CFA, CPA, Chuck |
2021-01-13 |
5 |
| Allstate Lowers Rates by 5% in Major States
|
Wilt, Bill |
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
|
Farmer, Jeff |
2021-01-12 |
5 |