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Title Date
DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits 2019-01-14
WING: Wingstop - WING ICR Breakout Session Quick Hits 2019-01-14
TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach Historical Highs 2019-01-14
FIVE: Five Below - Good Start Like the Eagles, But We Expect FIVE to Finish Strong; Raising 4Q Estimates; PT Stays at $140 2019-01-14
Celanese prepares to Rohr, an interesting departure at PPG, gold deals becoming all the rage, digging a second grave for PCG special sit (CE, PPG, NEM, PCG, ASH, CNHI, CZR) 2019-01-14
Jan 7 - Jan 11 2019-01-11
Sizing up CEO sits at consulting heavyweights, Citi lets ValueAct look around the vault, MGM's Starboardian story resurfaces, sun shines on Domtar (ACN, C, MGM, CZR, HLF, UFS) 2019-01-11
DG: Dollar General - 6 Key Takes from Conference Call w/CEO Todd Vasos and CFO John Garrett; Stay Buy-Rated with $125 Price Target 2019-01-11
2019 Sector Outlook: Rotation to EPS & Cash Flow Visibility - Our Highest Conviction Ratings & Take on Key Sector Thesis Points 2019-01-11
Multi Industry - Clearing the decks (Part I) 2019-01-11
GE: General Electric Co. - Cutting GE estimates and price target to $7 2019-01-11
KSS: Kohl's - Buyers on Pullback; Holiday Comp Accelerates ~550 bps on Stacks From 3Q – Lending Confidence For ‘19, Post Mgmt Call Back Notes 2019-01-10
M: Macy's - Win Some . . . Lose Some; Thesis Changing 4Q Leads Us To Move To Sidelines, Downgrade to Hold, CFO Call Back Notes 2019-01-10
Broadcom swaps in a new M&A specialist, more bad sellside review for YELP, the crowd shows an interest in Globus, time running out at Encana (AVGO, YELP, GMED, ECA, STZ, CTL) 2019-01-10
TGT: Target - Holiday Stacks Show Ability to Comp-the-Comp; Management Call Back Notes 2019-01-10
COST: Costco Wholesale - December Core SSS Rise 7.0% > Model of 5.0%; Management Call Back Color; Sticking with Issaquah 2019-01-09
Zimmer stumbles into year two of Hanson turnaround, Cerner's big day looms, Cruising for an update at GM, now watching for a change atop Wright Medical (ZBH, CERN, GM, SIRI, AAP, MRK, WMGI) 2019-01-09
MSM: MSC - In-line F1Q19; weaker sequential guidance 2019-01-09
JCP: J.C. Penney - Holiday SSS Drop 5.4% = No Worse Than Expected; Deeper Inventory Clean-Up on the Come, Management Call Back Notes 2019-01-08
Event-Driven Focus Ideas - LOGM, XRAY, PPG, BG, DVN, Rails, HES, Strategic Reviews 2019-01-08

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