| Low & Middle Market Pricing Study - Walmart Loses Ground in Both Studies + Family Dollar Showing Some Life + Inflation Accelerating In Feb with Baskets Up ~4.5% YOY
|
Grom, Chuck |
2019-03-13 |
| GE: General Electric Co. - $1.00 FCF/share folly
|
Inch, John |
2019-03-13 |
| Multi-Industry - Economic peak highlights valuation risks
|
Inch, John |
2019-03-13 |
| Capital Management to Remain Around 2/3 Operating Earnings
|
Wilt, Bill |
2019-03-13 |
| BLMN: Bloomin Brands, Inc. - Analyst Meeting Highlights Ample SSS Drivers; Margin Expansion a Show-Me Story, But at Less Than 7x EBITDA – We Like Risk/Reward
|
Farmer, Jeff |
2019-03-12 |
| Suspicious purchases at Genesee & Wyoming point to activism, TMT deals are scoring again, F5 throws a changeup, parsing the LogMeIn 10-K (GWR, NUVA, TMT Deals, FFIV, LOGM, KN, FLR)
|
Bilson, Don |
2019-03-12 |
| February 2019 Macro Survey - Sentiment Remains Choppy . . . But Expectations for Home Price Appreciation and Little Concerns on Income Tax = Positives
|
Grom, Chuck |
2019-03-12 |
| GE: General Electric Co. - Is Biopharma really “win-win”?; GE track record still TBD
|
Inch, John |
2019-03-12 |
| January ’19 Retail Sales Recap - December Revised Down = Yesterday’s News . . . January Better, But Still Not as Strong . . . Furniture, CE, & Clothing Soft
|
Grom, Chuck |
2019-03-11 |
| Cooler heads prevail in the gold mines, winning ticket at Mellanox pays $125, don’t sleep on this de-FANG talk, Gap back where it started (GOLD/NEM, MLNX, FANG, GPS, MD)
|
Bilson, Don |
2019-03-11 |
| GE: General Electric Co. - Weak GE cash forecast in 2020
|
Inch, John |
2019-03-11 |
| Looking more like "all or nothing" for Allergan boss, EQT snags itself a ghoul to scare off the Rice Brothers, Berry gets the better of Leon, good luck charm at Lions Gate (AGN, EQT, BERY, VSM, LGF, PDCE, YELP)
|
Bilson, Don |
2019-03-08 |
| DG: Dollar General - Reading The 4Q18 Print + FY19 Set-Up: Card Data + Footfall Data Indicate Solid 4Q, FDO Market Share Up for Grabs in ‘19, Say Buy
|
Grom, Chuck |
2019-03-08 |
| COST: Costco Wholesale - Snatching Victor From the Jaws of Defeat = COST Crushes 3 Important KPI’s, Stay Accumulate-Rated with New $255 Price Target
|
Grom, Chuck |
2019-03-07 |
| Tax Filing Season Statistics Update - Returns Data Consistent Vs. Last Week & Much Improved Overall . . . Cautiously Optimistic; Good for DG (Buy) + DLTR (Accumulate)
|
Grom, Chuck |
2019-03-07 |
| HON: Honeywell - Upbeat investor presentation
|
Inch, John |
2019-03-07 |
| ROK: Rockwell - Reducing cyclical risks; robust IIoT trends
|
Inch, John |
2019-03-07 |
| GE: General Electric Co. - More insurance details; risks remain
|
Inch, John |
2019-03-07 |
| Allergan CEO is ice cold heading into AGM, clock starting to be factor at NuVasive, an interesting signal from Xerox, a tantrum from Honeywell's toddler (AGN, NUVA, VSM, XRX, REZI, ZAYO, CTL, LYB)
|
Bilson, Don |
2019-03-07 |
| Restaurant Sector Share Prices Defying Revision Trends - Stocks Have Moved Up on Downward Revisions: Precedent Suggests This Is Unsustainable
|
Farmer, Jeff |
2019-03-07 |