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Title Date
Weekend Warrior (6/28) - TSCO, SFM, Home Sales, Home Prices, Confidence, Redbook = WMT/TGT ++ 2019-07-01
Defensive Names Come at a Price – We Think It Moves Higher - Franchise Valuation Premium at All-time High - Defensive Rotation Poised to Continue: WEN & JACK Offer Best Risk/Reward 2019-06-28
GRUB: Grubhub Inc - Model Update and Our Thoughts on Intra-quarter News and Investor Focus Areas 2019-06-27
ROK: Rockwell - “Biodiversity” 2019-06-24
The Weekend Warrior (6/21/19) - Performance, Inflation, Weather, Tourism, Freight, Scorecard… 2019-06-21
Sifting through pay votes for the next AECOM, hard to find an Axalta copy-cat, Sealed Air haunted by auditor swap (Say on Pay Activist Targets, Axalta Mimics?, ETN, SEE, MRK, SFM, APY) 2019-06-21
CMG: Chipotle - 35 Concept Free Delivery Analysis: CMG the Most Aggressive with 71 Days – An Unsustainable Rate w/ High Hurdles in Coming Qtrs. 2019-06-21
ETN: Eaton - Executive moves could signal future separation option 2019-06-21
DRI: Darden Restaurants - F4Q Underwhelms – But Bearish Sentiment Will Be Held in Check with DRI Winning Market Share & Delivering Margin Expansion 2019-06-20
GE: General Electric Co. - Airshow wrap – lingering cash flow doubts 2019-06-20
Workers Comp: Rate Headwinds Accelerating 2019-06-20
DRI: Darden Restaurants - SSS and EPS Upside Momentum Cooling: OG SSS Fall Short in F4Q; FY20 EPS and SSS Guidance Intros Below Street Expectations 2019-06-20
Wishing good luck to Starboard’s newest target, a sigh of relief at DaVita, a change of symbolic importance at Zimmer, high volume alerts at Sabre/Nordstrom (ACM, AXTA, DVA, HQY, ZBH, SABR, JWN) 2019-06-20
DRI: Darden Restaurants - SSS and EPS Upside Momentum Cooling: OG SSS Fall Short in F4Q; FY20 EPS and SSS Guidance Intros Below Street Expectations 2019-06-20
1Q19 Retail EPS Recap - What Did We Just Learn and What Does it Portend for 2H Set-Up . . . Top Fresh Money Ideas = TGT, W, FND, WSM, FIVE, & BJ 2019-06-20
JWN: Nordstrom - Upgrade to Hold-Rated from Reduce Rated; More Balanced R/R Post ~24% Pull Back + Relative Multiple Compression 2019-06-20
Axalta coats itself in a strategic review, Lookie-Loos leave NCR alone, Sabre struggling to stay out of an inauspicious club (AXTA, NCR, NLSN, SABR, IQV, AGN) 2019-06-19
Multi-Industry (PFAS Environmental Risk Group Lunch) 2019-06-18
United Technologies pushes back on the pushback, Tempur Sealy is back in bed with Mattress Firm, GCP can’t find the finish line, painting IDEX with an RMT brush (UTX, RTN, TPX, GCP, MGLN, CARS, Regional Bank M&A, IEX, EQT, SUM) 2019-06-18
GE: General Electric Co. - Aviation presentation: additional cash flow questions 2019-06-18

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