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Title Date
DLTR: Dollar Tree - We Still See Multiple Ways To Win . . . But Command at FDO Looks Sustainable = Staying Accumulate Rated; Lateral Reads to DG/FIVE 2019-03-06
GE: General Electric Co. - Derivatives unwind could cost $ billions more 2019-03-06
BJ: BJ's Wholesale Club, Inc. - Westborough Meet Issaquah; 3 Points of Clarity Post Management Call Back = Staying Accumulate-Rated with $29 Price Target 2019-03-06
Dollar Tree strengthens its hand with a nice tee shot, Bristol fighting back, AON trial balloon pops, watching for Hubbell to turn on the lights (DLTR, BMY, WLTW/AON, PXD, HUBB, VSM, FRPT) 2019-03-06
TGT: Target - Good Command, Cheap Multiple, & A Ton of Skeptics = All the Ingredients We Like to See; Raising PT to $86, Stay Accumulate-Rated 2019-03-05
GE: General Electric Co. - Negative cash flow; further debt downgrades ahead? 2019-03-05
AON to bid for Willis Towers Watson (WLTW) 2019-03-05
KSS: Kohl's - Not Just A Good House on a Bad Block; Self Help Efforts Impressive . . . . Raising Estimates and Price Target to $82 2019-03-05
FTV: Fortive Corp. - Portfolio transformation solidly on track 2019-03-05
MMM: 3M - Steady trajectory; 2H19 upside 2019-03-05
Gap slapshot ends up in Columbus, Cigna's "left" flank is now under pressure, Icahn starts backing up at Hertz (LB, CI, FBHS, DLTR, HTZ) 2019-03-05
Searching for the next Stericycle, Versum chairman says no to forty-eight, Extended Stay looks ready to unfurl a breakup (SRCL, VSM, STAY, PCG, TDG) 2019-03-04
Health Care only note: Dentsply and Bi-Rad rip on margin guides, new Acadia boss seems open-minded on U.K., any reason why Jazz is talking activism? (XRAY, BIO, DVA, ACHC, THC, JAZZ) 2019-03-04
COST: Costco Wholesale - Core SSS Trends Remain Firm + Margin Outlook Improving = Raising EPS Estimates Accordingly, Stay Accumulate-Rated 2019-03-04
DLTR: Dollar Tree - Reading The 4Q Print + FY19 Outlook: Data Reads Inconclusively with Tree Bar at ~3.0% and Family at ~0.5% 2019-03-04
ETN: Eaton - More bullish commentary; no guidance change 2019-03-01
February 25 - March 1 2019-03-01
Wellington’s place in history, Extraordinary naval activity spotted at the Gap, Masco opens its windows, Eaton turns off its lights, Stericycle hands out an overdue pink slip (GPS, BMY, MAS, ETN, SRCL, CZR, EBAY, LPX) 2019-03-01
BJ: BJ's Wholesale Club, Inc. - Reading the 4Q Print + FY19 Outlook: Expecting Solid 4Q Print with Some Upside to our 2.0% SSS View, Raising Price Target to $29 2019-03-01
TGT: Target - Reading the 4Q Print + FY19 Outlook: Getting Paid (~12.2x) To Take The Risk, Stay Accumulate-Rated with New $78 Price Target 2019-03-01

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