All Research


Title Date
WEN: Wendy's - Expect Continued Multiple Expansion in Coming Quarters with Several Meaningful Top-line Drivers in Place 2019-11-06
Xerox swings for the fences and may have some help, Walgreen’s boss is running out of patience, LBO talk in bloom at Outback; time to screen PwC list for shorts (HPQ, WBA, BLMN, AYR, DVA, ACHC, ARNC, IFF, PwC, MYGN) 2019-11-06
BLMN: Bloomin Brands, Inc. - SSS Miss/EPS Guidance Reiteration as Previewed; Remain Bullish W/ October SSS Better, Margins Improving & Potential Sale 2019-11-06
KSS: Kohl's - Slicing the Alpha-Hat Data = Healthy Increases in Traffic & New Customers Since the National Rollout of Amazon Returns in July 2019-11-06
RRGB: Red Robin - Unenviable Top-line Dynamic Persists: Traffic Stability Comes Only with Discounting or Increased Advertising 2019-11-05
Xerox is free at last, newest Emerson director has SpinCo CEO potential, Symantec turns the page, Family stake now conversational at Columbia (XRX, EMR, NLOK, COLM, OXY, NSP, UAA, FHN, IBKC, Pershing Square) 2019-11-05
EMR: Emerson - F4Q19 EPS in-line ex tax; disappointing F20 guidance 2019-11-05
COST: Costco Wholesale - October SSS Pre-Game: We See a 5.5% Core Comp . . . Could We Get the Special Dividend News? 2019-11-05
SFM: Sprouts Farmers Markets - ICYMI: New 10% Holiday Promo Seems Perplexing Amidst Change Back to EDLP Roots 2019-11-05
Stryker has the wright stuff; Easterbrook fries up a bad career move at McDonalds; Tough Mother passes away at Columbia, Silver Lake looks to dunk on Dolan (SYK, MCD, COLM, MSG, UAA, TWOU, T, HGV, DNOW) 2019-11-04
FIVE: Five Below - Takes From the Field; Price Increases + Frozen II Merch Check Out; Reiterate Buy Rating with $145 Price Target 2019-11-04
PH: Parker Hannifin - Upgrading to Hold; guidance cut rebases expectations 2019-11-04
FND: Floor & Decor Holdings - “Grabbing Victory from The Jaws Of Defeat” . . . Buy The Pullback = Post 3Q Notes 2019-11-01
A cloud networking star falls back to Earth, pictures at FLIR are coming in blurry, ValueAct scoring quickly at LKQ; Chemistry 101 (ANET, FLIR, LKQ, SRCL, NWL, DD, OLN, UNVR, INST) 2019-11-01
ITT: ITT - Solid 3Q19 beat and raise 2019-11-01
China Industrial Land Snapshot - EV winter, Petrochem boom and Industrial Results Worth Flagging 2019-11-01
PH: Parker Hannifin - F1Q20 conference call mixed messages 2019-10-31
DNKN: Dunkin' Brands - Tax-Rate Driven EPS Upside on Modest SSS Miss; Confirmation That DNKN Will Not Contribute to “Reimage” Capex is Welcome 2019-10-31
W: Wayfair - Is Something Going On With the Consumer? Downgrading to Hold as Sales Drop and Pathway to Improved EBITDA Gets Cloudier 2019-10-31
Marathon passes out its Halloween goodies, Humana joins the Astros in the Texas loser's circle, Global opioid settlement won't arrive by Christmas, strong opening from L3Harris (MPC, HUM, MCK, MIC, LHX, WDC, AXE, YUM) 2019-10-31

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