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Title Date
Multi-Industry - Positive catalysts have significantly played out 2020-01-09
COST: Costco Wholesale - Santa Galanti Delivers . . . Again; December Core SSS +7.8% vs. 6.0% Estimate = COST > BJ in Club Vertical 2020-01-08
Shades of Grey Portfolio - January 2020 - Tread Lightly Young Jedi Masters: Downgrading = DLTR, FIVE, BJ, & TSCO, Upgrading = JWN, Top Ideas . . . DG + TGT + WMT 2020-01-08
AME: AMETEK, Inc. - Divestiture strengthens business profile 2020-01-08
GRUB: Grubhub Inc - Grubhub More of An Acquisition Target Than A Buyer 2020-01-08
An anniversary that DuPont would just assume forget, waiting on an answer at Tegna, Cott ready to spit out its coffee, Walgreen losses its LBO halo (DD, TGNA, COT, CPB, WBA, FBHS) 2020-01-08
M: Macy's - “I Believe . . I Believe . . It’s Silly, But I Believe” – Better Holiday on 34th Street, Raising Estimates & Price Target to $18 2020-01-08
MSM: MSC - Weak Dec sales results; another sequential cut 2020-01-08
December 2019 Macro Survey - GHRA Sentiment Index at 114.9 = Continues to Moderate . . . But Remains Elevated Y/Y, Big Ticket (ex. Home Improvement) Ticks Up 2020-01-08
MMM: 3M - PFAS remediation estimates rising; Superfund designation increasingly likely 2020-01-08
Too many tweaks to ignore at Molson, Goldman’s top DJ now spinning a new P&L, retirement can wait at Woodward (TAP, GS, WWD, TWTR, INST) 2020-01-07
Reinsurance: Rational Market Enters 2020 with Tailwind 2020-01-07
COST: Costco Wholesale - December SSS Pre-Game = Raising Core Comp View to 6.0% from 5.0% Post Footfall Data Work + Consumer Survey 2020-01-07
YUM: Yum! Brands - Habit Acquisition Low Risk/Low Reward for YUM; Shines a Light on Mounting Challenges for Stand-Alone Concepts Lacking Scale 2020-01-06
Xerox breaks out its poking stick, ninth inning now within sight at United Technologies, a new reason to watch Insperity, Rutledge payday at Charter isn’t far off (XRX, HPQ, UTX, NSP, CHTR, BBBY, LW) 2020-01-06
TSCO: Tractor Supply Company - Downgrade To Accumulate As Recent Comp Trends + 2020 Outlook Could Weigh On Near-Term Sentiment 2020-01-06
CGNX: Cognex - Assessing 2020 earnings upside on mixed end markets outlook 2020-01-06
Plenty for Bristol holders to celebrate one year later, Avis still driverless as standstill matures, Oxy defense snags a playmaker, Anixter heading for $100? (BMY, CAR, OXY, AXE, LB, TAP) 2020-01-03
GHRA 2020 Restaurant Sector Outlook - Premium for Cash Flow Visibility & SSS Catalysts Already Big – But Will Get Even Bigger in 2020 2020-01-03
One less thing for Boeing to worry about, 2020 M&A class loses a key prospect, CDR clawing for a “W” at Anixter, Textron self-help story falls flat (BA, QGEN, AXE, TXT, FFIV, DLTR) 2020-01-02

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