| “Senator Foley” authors legislation to take CoreLogic private, FactSet outkicks its coverage, Navistar offer survives succession (CLGX, FDS, NAV, WH)
|
Bilson, Don |
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
|
Mollins, Robert |
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
|
Mollins, Robert |
2020-06-25 |
8 |
| H: Hyatt - Multiple Expansion Unlikely w/ Greatest COVID Headwinds; Shift to Asset Light Model in Doubt; Initiating w/ Underperform Rating
|
Mollins, Robert |
2020-06-25 |
8 |
| WH: Wyndham - Wyndham is the Better “Choice” at a Meaningful Valuation Discount; Initiating Coverage with a Buy Rating
|
Mollins, Robert |
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
|
Mollins, Robert |
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
|
Farmer, Jeff |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
2020-06-25 |
4 |
| FIVE: Five Below - Somewhere in The Swamps of Jersey, Store Checks + Management Update Call Thoughts
|
Grom, CFA, CPA, Chuck |
2020-06-25 |
9 |
| Multi-Industry Research - Is the “compounder” model over?
|
Inch, John |
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)
|
Bilson, Don |
2020-06-24 |
4 |
| Social Inflation: Legal Advertising Flat in 2020; Beats Google
|
Wilt, Bill |
2020-06-24 |
3 |
| Proprietary data (Net pricing sequentially flat in June)
|
Inch, John |
2020-06-24 |
5 |
| Proprietary data (Choppier June thus far after reopening boost in May)
|
Inch, John |
2020-06-24 |
15 |
| AME: AMETEK, Inc. - Expect EPS to double in <5 years
|
Delevska, Ivana |
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
|
Farmer, Jeff |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Bilson, Don |
2020-06-22 |
4 |
| Lemonade: Reinsurance Dependent Business Model Brings Risks
|
Wilt, Bill |
2020-06-22 |
5 |