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Title Date
No hat trick ahead at Becton, Silver Lake looks to stretch Motorola triple into a four-bagger, cloudy skies clearing over Cloudera, a little something new for Dave & Buster to worry about (BDX, MSI, CLDR, NWL, CVI, NAV, CVET, CG, PLAY, BLMN) 2019-09-05
GE: General Electric Co. - Insurance call wrap; LTC resolution remote 2019-09-05
HDS: HD Supply - F2Q19 earnings preview – can FM get a pass on “climate change”? 2019-09-05
HOME: At Home Group - Post 2Q Thoughts - Patience Required. Management Call Back Notes 2019-09-04
FTV: Fortive Corp. - Separation to pursue higher valuation? 2019-09-04
Spinning is in Fortive’s DNA, American Airlines can shake the noise, a head rolls at Tapestry, Starboard finds a new sparring partner (FTV, AAL, TPR, BOX, EBAY, BHGE, T, JTWO-LN) 2019-09-04
PLAY: Dave & Buster's - Expect F2Q SSS Shortfall w/ Softening Segment SSS & Continued Encroachment Headwinds; Aggressive Share Repo Supporting EPS 2019-09-04
Marchionne’s ghost hangs over CNH Industrial’s breakup, Peltz notches an early win at Ferguson, stars are aligned at Medicines Co, Campbell’s stock is tasting better these days (CNHI, FERG, MDCO, CPB, BLMN, EBAY) 2019-09-03
P/C Insurance Pricing Cycle: A Correction, Not a Hard Market 2019-09-03
EAT: Brinker International - Upgrading to Buy: Compelling Risk/Reward with Delivery Catalyst Building & A Low Fundamental Expectations Bar 2019-09-03
COST: Costco Wholesale - August SSS Pre-Game: We See a 4.5% Core Comp with Some Potential Upside . . . Staying Hold-Rated . . . But FOMO Persists 2019-09-03
Multi-Industry - GE: Insurance expert conference call 2019-09-03
Casual Dining Concepts Poised to See Greatest Hurricane Impact - BLMN, BJRI & DRI Have the Greatest Florida Restaurant Exposure: Hurricane Irma Case Studies Point to a 50+ bps 3Q SSS Headwind 2019-08-30
Hardlines Retail - Hurricane Dorian Heads to Florida – Store Exposure = HD (13.4%), LOW (11.7%), FND (26.4%), & TSCO (15.0%) 2019-08-30
DLTR: Dollar Tree - FDO Recovery Looks Real… Patience Should be Rewarded as 2Q Likely the Bottom on EBIT Compression… Mgmt. Callback Notes 2019-08-29
DG: Dollar General - Written in the Sand = Guide Conservative + Multiple SPSF/GPM Drivers – Raising EPS & PT to $170, Mgmt. CB Notes 2019-08-29
DG + DLTR - Quick Take Pre-Conference Calls - Remain Buyers of The Basket (DG + DLTR + FIVE) 2019-08-29
WSM: Williams-Sonoma - Post Management Call Back Notes – Staying Accumulate-Rated with $76 Price Target Following 2Q Print 2019-08-28
FIVE: Five Below - Look Forward . . . Not Back - Post 2Q Takes/Management Call Back Color 2019-08-28
Skimming the “September Club” for 11th hour activist ideas, Top prospect coming in to pitch for Medtronic, “Re-combinations” are the flavor of the month (HOLX, FFIV, VAR, ROK, EMR, PTC, VVV, OSK, MDT, PM, MO, TGE) 2019-08-28

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