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August 2019 Macro Survey - The Consumer’s Outlook on the...
August 2019 Macro Survey - The Consumer’s Outlook on the Macro Looks Favorable Heading into the F...
9-16-2019 Retail - Chuck Grom
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Insurers’ Liability in Abuse Claims: First Post-CVA...
Insurers’ Liability in Abuse Claims: First Post-CVA Bankruptcy
9-13-2019 Insurance - Bill Wilt
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ETN: Eaton - Investor meeting highlights
ETN: Eaton - Investor meeting highlights
9-13-2019 Multi-Industry - None
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Carrier juices up its deal team, “working group” at DXC...
Carrier juices up its deal team, “working group” at DXC might appeal to an activist, Lawrie-gazin...
9-13-2019 Event-Driven Research - Don Bilson
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August ’19 Retail Sales Recap - Core Retail Sales Rise...
August ’19 Retail Sales Recap - Core Retail Sales Rise 3.6% YOY; BTS Segments Demonstrate Strengt...
9-13-2019 Retail - Chuck Grom
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DRI: Darden Restaurants - Near-term Risk/Reward Profile...
DRI: Darden Restaurants - Near-term Risk/Reward Profile Skewed Toward Risk w/ DRI Shares at Peak ...
9-13-2019 Restaurants - Jeff Farmer
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HDS: HD Supply - Model update
HDS: HD Supply - Model update
9-12-2019 Multi-Industry - None
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GE: General Electric Co. - Investor conf highlights;...
GE: General Electric Co. - Investor conf highlights; incremental Aviation, Pension, Insurance cha...
9-12-2019 Multi-Industry - None
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HON: Honeywell - Investor conference highlights
HON: Honeywell - Investor conference highlights
9-12-2019 Multi-Industry - None
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ValueAct shows up as LKQ’s “risk factor,” a sudden...
ValueAct shows up as LKQ’s “risk factor,” a sudden ending to the Lawrie Era at DXC, upcoming “com...
9-12-2019 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/...
CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/ Fried Chicken Launch/Advertising Tailwind; ...
9-12-2019 Restaurants - Jeff Farmer
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RH: RH - Better Core Comp in 2Q vs. 1Q + Dissecting...
RH: RH - Better Core Comp in 2Q vs. 1Q + Dissecting Change in FY19 EPS Guidance . . . Stay Hold ...
9-11-2019 Retail - Chuck Grom
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No earthquakes felt at L Brands, Baker Hughes losing its...
No earthquakes felt at L Brands, Baker Hughes losing its albatross, having trouble connecting dot...
9-11-2019 Event-Driven Research - Don Bilson
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P/C Insurance Pricing Cycle: A Correction, Not a Hard...
P/C Insurance Pricing Cycle: A Correction, Not a Hard Market
9-11-2019 Insurance - Bill Wilt
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KSS: Kohl's - Notes From 1x1 w/CEO Michelle Gass....
KSS: Kohl's - Notes From 1x1 w/CEO Michelle Gass. Brighter Days Ahead for Menomonee Falls, Alpha ...
9-11-2019 Retail - Chuck Grom
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ROK: Rockwell - Downgrading to Hold; too soon for...
ROK: Rockwell - Downgrading to Hold; too soon for “what’s bad is good”
9-11-2019 Multi-Industry - None
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PLAY: Dave & Buster's - Guidance Sees Another...
PLAY: Dave & Buster's - Guidance Sees Another Sizeable Downward Revision & No Visibility into NT ...
9-10-2019 Restaurants - Jeff Farmer
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DOV: Dover - Transparency boost
DOV: Dover - Transparency boost
9-10-2019 Multi-Industry - None
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Time for AT&T to remodel its boardroom, oxygen...
Time for AT&T to remodel its boardroom, oxygen sucked out of DXC idea, Baxter likes the Stryker t...
9-10-2019 Event-Driven Research - Don Bilson
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HDS: HD Supply - F2Q19 in-line with our lowered...
HDS: HD Supply - F2Q19 in-line with our lowered expectations; significant F19 guidance reduction
9-10-2019 Multi-Industry - None

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