| Multi-Industry - 3M: PFAS conference call
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Inch, John |
2019-05-15 |
| HON: Honeywell - Driving success on multiple fronts
|
Inch, John |
2019-05-14 |
| Plan B for L-B, Nordstrom’s has returned to more interesting levels, DuPont ready to debut as an industrial (LB, JWN, DWDP, EPG Conference, HON )
|
Bilson, Don |
2019-05-14 |
| Sempra hire points to more M&A ahead, vying for the Iron Throne at BBBY, the resistance speaks up at Occidental, recent SpinCo has lost its schein (SRE, BBBY, OXY, BMY, CVET, CFX, YELP)
|
Bilson, Don |
2019-05-13 |
| RH: RH - Downgrade to Reduce/$88 Price Target; Too Many Red Flags as We Take the “Under” on 2019/2020 Sales Front
|
Grom, Chuck |
2019-05-13 |
| Low & Middle Market Pricing Study - DG Prices On Par w/Bentonville; Significant Basket Inflation with Prices Up 3.6% YOY at WMT/TGT – Positive for Ticket in 2Q-4Q19
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Grom, Chuck |
2019-05-13 |
| Multi-Industry - 3M: PFAS conference call
|
Inch, John |
2019-05-13 |
| Proprietary data (Industrial products channel pricing – discounting appears to have stabilized for now)
|
Inch, John |
2019-05-13 |
| Proprietary data (MRO distribution web traffic report - improving April)
|
Inch, John |
2019-05-13 |
| The Blue Coat era at Symantec comes to a dreary end, M&A squarely on the radar at WYNN, CommScope trips out of the gate, a bad day for Carl (SYMC, WYNN, AVYA, COMM, CNDT, TEN, NOMD, REZI)
|
Bilson, Don |
2019-05-10 |
| TSCO: Tractor Supply Company - Analyst Day Pre-Game, 2Q19 Card Data Update, & 10 Questions for Management; Reiterate Buy Rating/$115 PT
|
Grom, Chuck |
2019-05-10 |
| JACK: Jack in the Box - JACK Offers Compelling Risk/Reward with Value Pivot & Low Fundamental Expectations; Expect Few F2QE SSS & EPS Surprises
|
Farmer, Jeff |
2019-05-10 |
| HON: Honeywell - Multi-Industry leader – Part II
|
Inch, John |
2019-05-10 |
| Tracking a pivot at CenturyLink, Conduent follows in its father's footsteps, flavoring Nuance with some NCR, a lot to unpack at Perrigo (CTL, CNDT, KN, NUAN, PRGO, CVX, EPC, EQT, EXP)
|
Bilson, Don |
2019-05-09 |
| GE: General Electric Co. - Addicted to restructuring
|
Inch, John |
2019-05-09 |
| April 2019 Macro Survey - Consumer Sentiment Improves Materially…. Both NT + Expectations. But Big Ticket Spend Mixed (Home Improve > Furniture)
|
Grom, Chuck |
2019-05-09 |
| COST: Costco Wholesale - Healthy April = SSS +5.2% (7.0% Ex. Easter) > 4.5% Model; CA/Traffic/Digital +++ . . . Management Call Back Notes
|
Grom, Chuck |
2019-05-08 |
| WEN: Wendy's - A Solid SSS & FCF Start for the Year; Increases 2020 Guidance Credibility and Narrows Relative Valuation Discount
|
Farmer, Jeff |
2019-05-08 |
| A buyer finally passes Zayo’s test, Allergan CEO looking to make amends, looking through Pioneer CEO’s “hard no,” a call for change at Aramark (ZAYO, AGN, PXD, DVA, BG, ARMK, KAR, GCP, NCR, MYL)
|
Bilson, Don |
2019-05-08 |
| WEN: Wendy's - WEN Delivers Solid Quarter Which Should Bolster Confidence in Company’s Ability to Deliver on SSS and FCF Guidance
|
Farmer, Jeff |
2019-05-08 |