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Title Date
ETN: Eaton - Risks of cycle peak 2019-05-20
Multi-Industry - Inch Questions (IQ) for management – EPG edition 2019-05-17
Valvoline plan fails to inspire, Denner dialing up the pressure at Ironwood, Halliburton comp program gets back into the win column (VVV, IRWD, MDCO, HAL, EQT) 2019-05-17
GE: General Electric Co. - Mounting GE Healthcare challenges 2019-05-17
FTV: Fortive Corp. - Putting the “fort” in Fortive 2019-05-17
BJ: BJ's Wholesale Club, Inc. - Reading the 1Q Print: We See 1.5% SSS and Modest EPS Beat = Reiterate Buy-Rating & $30 Price Target 2019-05-17
GWW: Grainger - Upgrading to Hold; EPG could provide near term stabilization 2019-05-17
WMT: Walmart - Upgrading to Accumulate-Rated, Betting on Bentonville To Show Continued GPM/EBIT Gains in the U.S.; PT Set at $115 2019-05-17
JACK: Jack in the Box - Quick Hits from Earnings Call: Value-based LTO Promos Moving SSS & Traffic Needles – We Expect More of the Same in F3Q & F4Q 2019-05-16
ROK: Rockwell - Framework for success; near term auto wrinkle 2019-05-16
Centene clarification could use more clarity, five-year handcuffs aren’t a problem at Allergan, no room to settle at EQT (CNC, AGN, EQT, JACK, DOX) 2019-05-16
13-F Analysis (LOGM, LPX, GCP, REZI, ARMK, VVV, FCX, ACHC, BERY, CC, Jana, JAZZ, LKQ, LM, PENN) 2019-05-16
GE: General Electric Co. - BioPharma deal risk? 2019-05-16
MMM: 3M - PFAScinating discussion 2019-05-16
TSCO: Tractor Supply Company - Beer Never Broke My Heart . . . 2019 Analyst Day Notes – Stay Buy Rated with $115 PT 2019-05-15
JACK: Jack in the Box - With Clarity on Sale Process & Capital Structure in Hand, We Expect Investor Focus to Return to SSS Prospects & Prospects are Good 2019-05-15
ITW: ITW - M&A slowly moving back into sights 2019-05-15
Humana trying to check an elusive box, Peltz goes Back to the Future, Freeport in the middle of gold talks, another springtime letdown at Agilent (HUM, LM, FCX, A, CVET, WBT) 2019-05-15
April ’19 Retail Sales Recap (Easter Shift + Weather Help Drive 5.0% Headline Growth in April) 2019-05-15
M: Macy's - The Good (SSS +0.6%) + The Bad (Inventory Heavy) = Quick Take on 1Q Print 2019-05-15

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