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Title Date Pages
“Senator Foley” authors legislation to take CoreLogic private, FactSet outkicks its coverage, Navistar offer survives succession (CLGX, FDS, NAV, WH) 2020-06-26 4
CHH: Choice Hotels - Choice Among the Best Positioned to Weather the COVID Storm, But Limited Multiple Upside; Initiating w/ Hold Rating 2020-06-25 7
MAR: Marriott - Time-tested Model, But Long Road to Recovery & Rising COVID Case Counts Puts Us on the Sidelines – Initiating w/ Hold Rating 2020-06-25 8
H: Hyatt - Multiple Expansion Unlikely w/ Greatest COVID Headwinds; Shift to Asset Light Model in Doubt; Initiating w/ Underperform Rating 2020-06-25 8
WH: Wyndham - Wyndham is the Better “Choice” at a Meaningful Valuation Discount; Initiating Coverage with a Buy Rating 2020-06-25 8
HLT: Hilton - Great Model, But Lack of Clarity Around Business Transient Recovery Pace Puts Us on the Sidelines – Initiating w/ Hold Rating 2020-06-25 8
DRI: Darden Restaurants - DRI & Peers Not Yet Out of COVID Woods, but Resilient Off-premise Sales & Pursuit of LT Cost Efficiencies Pushing EBITDA Higher 2020-06-25 6
ALLY avoids a rock fight, Don’t sleep on WEX’s albatross, Bunge circles five dollars, Might Xerox have a new landing spot? (ALLY, WEX, BG, FDS, XRX) 2020-06-25 4
DRI: Darden Restaurants - First Look: OG SSS Recovery More Modest Than Expected & F1Q EBITDA/EPS Guidance Solid. Rising Case Counts Will Be Call Focus 2020-06-25 4
FIVE: Five Below - Somewhere in The Swamps of Jersey, Store Checks + Management Update Call Thoughts 2020-06-25 9
Multi-Industry Research - Is the “compounder” model over? 2020-06-25 6
Michael Dell grabs the spotlight, Ubben says goodbye to ValueAct, SPAC landscape is overheating, Happy Birthday Nelson (DELL, ValueAct, SPAC Talk, MAT, WCC, Pelt) 2020-06-24 4
Social Inflation: Legal Advertising Flat in 2020; Beats Google 2020-06-24 3
Proprietary data (Net pricing sequentially flat in June) 2020-06-24 5
Proprietary data (Choppier June thus far after reopening boost in May) 2020-06-24 15
AME: AMETEK, Inc. - Expect EPS to double in <5 years 2020-06-24
Tracking Restaurant Sales & Traffic Data Through June 20th - Recovery Continuing on National Level, but Losing Some Steam in Key Casual Dining States Which Have Seen Jump in COVID Cases 2020-06-23 7
2Q20 Home Improvement Survey - Data Shows Strong Sequential Uptick; % Planning HI Project Hits All-Time High @ 63.2%, Home Buying Plans Surge, LOW Gains Ground 2020-06-23 11
Three “special” names struggle to keep up with Biotech rally, Redfin shows off its “durability,” Quidel shows its more than a one-trick pony (GILD, ALXN, ALKS, RDFN, QDEL, LEA) 2020-06-22 4
Lemonade: Reinsurance Dependent Business Model Brings Risks 2020-06-22 5

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