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Title Date
Multi-Industry - 3M: PFAS conference call 2019-05-15
HON: Honeywell - Driving success on multiple fronts 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 ) 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) 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 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 2019-05-13
Multi-Industry - 3M: PFAS conference call 2019-05-13
Proprietary data (Industrial products channel pricing – discounting appears to have stabilized for now) 2019-05-13
Proprietary data (MRO distribution web traffic report - improving April) 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) 2019-05-10
TSCO: Tractor Supply Company - Analyst Day Pre-Game, 2Q19 Card Data Update, & 10 Questions for Management; Reiterate Buy Rating/$115 PT 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 2019-05-10
HON: Honeywell - Multi-Industry leader – Part II 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) 2019-05-09
GE: General Electric Co. - Addicted to restructuring 2019-05-09
April 2019 Macro Survey - Consumer Sentiment Improves Materially…. Both NT + Expectations. But Big Ticket Spend Mixed (Home Improve > Furniture) 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 2019-05-08
WEN: Wendy's - A Solid SSS & FCF Start for the Year; Increases 2020 Guidance Credibility and Narrows Relative Valuation Discount 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) 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 2019-05-08

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