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TGT: Target - One Step Forward . . . Two Steps Back;...
TGT: Target - One Step Forward . . . Two Steps Back; Disappointing Print from Minneapolis, Mgmt C...
11-23-2018 Retail - Chuck Grom
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JACK: Jack in the Box - F4Q First Look: FY18 Finishes...
JACK: Jack in the Box - F4Q First Look: FY18 Finishes Soft, but FY19 Guidance Intro Meets Low Bar...
11-23-2018 Restaurants - Jeff Farmer
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BJ: BJ's Wholesale Club, Inc. - Good Enough? Heck...
BJ: BJ's Wholesale Club, Inc. - Good Enough? Heck Yeah, Post 3Q Thoughts, Reiterate Accumulate Ra...
11-23-2018 Retail - Chuck Grom
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KSS: Kohl's - Penalty Box > Purgatory; Post...
KSS: Kohl's - Penalty Box > Purgatory; Post Management Call Back Notes = Buyers on Pullback as Th...
11-23-2018 Retail - Chuck Grom
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LOW: Lowe's - In Marvin They Trust; Management Call...
LOW: Lowe's - In Marvin They Trust; Management Call Back Notes, Stay Sidelined Amidst Uncertain M...
11-23-2018 Retail - Chuck Grom
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GE: General Electric Co. - BHGE fire sale could drive $...
GE: General Electric Co. - BHGE fire sale could drive $ billions in additional write-downs
11-23-2018 Multi-Industry - None
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JACK: Jack in the Box - F4Q18: Quick Hits from the...
JACK: Jack in the Box - F4Q18: Quick Hits from the Earnings Call. JACK Shares in Limbo with Weak ...
11-23-2018 Restaurants - Robert Mollins
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November 19 November 20
November 19 November 20
11-23-2018 Event-Driven Weekly - Event-Driven Team
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Another "BoSox" victory, Nuance throws...
Another "BoSox" victory, Nuance throws transformation into overdrive, Nielsen moving its feet, bu...
11-20-2018 Event-Driven Research - Don Bilson
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ROK: Rockwell - Digital-driven growth to accelerate
ROK: Rockwell - Digital-driven growth to accelerate
11-19-2018 Multi-Industry - None
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JWN: Nordstrom - Upgrading to Hold-Rated from...
JWN: Nordstrom - Upgrading to Hold-Rated from Reduce-Rated; Staying Nimble Post ~25% Pullback + A...
11-19-2018 Retail - Chuck Grom
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A re-birth at Colfax, Acadia drowns in choppy LBO...
A re-birth at Colfax, Acadia drowns in choppy LBO waters, ZAYO collapse brings lookie loos, Veriz...
11-19-2018 Event-Driven Research - Don Bilson
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Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI,...
Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI, BLMN, CMG & MCD
11-16-2018 Restaurants - Jeff Farmer
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WSM: Williams-Sonoma - It's Hard To Bet The...
WSM: Williams-Sonoma - It's Hard To Bet The "Over" Right Now; Bear > Bull, Lowering PT to $53
11-16-2018 Retail - Chuck Grom
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November 12 November 16
November 12 November 16
11-16-2018 Event-Driven Weekly - Event-Driven Team
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Ninety is the new sixty at United Technologies, lowering...
Ninety is the new sixty at United Technologies, lowering LBO odds at Berry, is Flex worried about...
11-16-2018 Event-Driven Research - Don Bilson
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Capital Management Has Slowed, to New Norm
Capital Management Has Slowed, to New Norm
11-16-2018 Insurance - Bill Wilt
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GHRA ROIC Quarterly: Taking Stock of Value Creation -...
GHRA ROIC Quarterly: Taking Stock of Value Creation - Tax Reform Has Driven Improved ROIC Across ...
11-16-2018 Restaurants - Jeff Farmer
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MMM: 3M - Growth inching up
MMM: 3M - Growth inching up
11-16-2018 Multi-Industry - None
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WMT: Walmart - To Whom Much is Given . . . Much Is...
WMT: Walmart - To Whom Much is Given . . . Much Is Expected; Stay Hold-Rated on Bentonville, Valu...
11-15-2018 Retail - Chuck Grom

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