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Title Date
Multi-Industry - Distributors data digest – pricing picking up 2019-01-08
Medtronic stumbles its way back to the penalty box, a second chance for Molina skeptics, Union Pacific brings in a ringer, AutoNation cleans house (MDT, MOH, UNP, AN, DLTR, AGN, LLY, ASH) 2019-01-08
PIR: Pier 1 Imports - Thesis Played Out = Upgrading to Hold-Rated from Underperform-Rated 2019-01-08
Allstate (ALL) and Progressive (PGR): Auto Rates Rise 4Q18 2019-01-08
COST: Costco Wholesale - December SSS Pre-Game: 5.0% Core Comp; E-commerce to Optically Look Soft; Gas Margins Continue to Be Strong As Prices Drop 2019-01-08
MSM: MSC - Cutting MSC forecast estimates – driven by risks of softer economy 2019-01-08
DLTR: Dollar Tree - "Win/Win" Set-Up Now . . . Upgrade to Accumulate-Rated with $110 Price Target 2019-01-07
Starboard answers the call at Dollar Tree, arms race in pharma heating up with Lilly deal, DXC pays up to juice its top line (DLTR, LLY, DXC, QEP, AL, AER, AYR, GE, MAS) 2019-01-07
SHLD Bankruptcy Market Share Study - Sizing Up the Opportunity If SHLD Were To Liquidate . . . JCPenney Looks to Be Biggest “Potential” Beneficiary 2019-01-07
What to Expect at ICR – 4Q SSS from CMG, PLAY & WING - Looking for Modest SSS Upside from CMG, an In-line Number from WING and QTD Shortfall for PLAY 2019-01-07
GE: General Electric Co. - Significant Healthcare deal + Aviation risks 2019-01-07
GE: General Electric Co. - Possible GECAS fire sale 2019-01-07
Looking for the next pharma rescue, new Incyte CFO may have a spin in mind, RPM stumbles and is back to square one, Bio-Rad now has two spots to fill (ALXN, INCY, RPM, PPG, BIO, MLNX, AL, AER) 2019-01-04
December 2018 Macro Survey - “CNN Effect” Taking Its Toll on Consumer Sentiment . . . Macro Outlook Finishes on Sour Note . . . Stage Set for Softer ’19 RCS 2019-01-04
Bristol shows off it hunting skills, MGM shores up its defense with 2020 Plan, open-ended M&A questions that need answers, Q1’s two-year SpinCo anniversaries (BMY, MGM, ARNC, BG, JACK, MLNX, MYL, NLSN, ZAYO, ADS, THC, SRE, CNDT, HGV, VREX, LOGM) 2019-01-03
Commercial Insurance and the U.S. Economy 2019-01-03
Broadlines & Hardlines Retail - HNY! Top 10 Predictions For 2019 = TGT, RH, DLTR, COST, SFM, HD, KSS, FIVE, JCP, & PIR 2019-01-03
Who’s Next? Assessing Potential Activist & Acquisition Targets - Lessons from the Recent Flurry of Restaurant Sector Activism and Acquisition Activity 2019-01-03
D-Day at Dollar Tree, Perrigo finds itself boiling in an Irish stew, KKR’s late-year fade smudges C-corp template for Blackstone (DLTR, LGF, MSG, XPO, PRGO, BX, CAG) 2019-01-02
December 17 - December 20 2018-12-21

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