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JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post...
JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post 3Q Thoughts; Stay Hold-Rated with $1.25 Pr...
11-15-2018 Retail - Chuck Grom
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13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ,...
13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ, NUAN, COMM, BERY, BCO)
11-15-2018 Event-Driven Research - Don Bilson
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October ’18 Retail Sales Wrap - October Retail Sales...
October ’18 Retail Sales Wrap - October Retail Sales (Ex-Autos) Recovered Rising 6.7% YOY; 170bps...
11-15-2018 Retail - Chuck Grom
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Multi-Industry - Model updates
Multi-Industry - Model updates
11-14-2018 Multi-Industry - None
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WING: Wingstop - WING Continues to Flex Business Model...
WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced a...
11-14-2018 Restaurants - Jeff Farmer
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Acadia loses an extraneous part of its story, what's...
Acadia loses an extraneous part of its story, what's ahead for DaVita's standstill, Baxter buybac...
11-14-2018 Event-Driven Research - Don Bilson
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M: Macy's - Haters Gonna Hate, Hate, Hate . . . But...
M: Macy's - Haters Gonna Hate, Hate, Hate . . . But We'll Fade, Fade, Fade =Stay Long Post Solid ...
11-14-2018 Retail - Chuck Grom
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GWW: Grainger - Monthly pricing update – overall trends...
GWW: Grainger - Monthly pricing update – overall trends muted; private label pricing slowly incre...
11-14-2018 Multi-Industry - None
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Proprietary data report - Industrial products channel...
Proprietary data report - Industrial products channel pricing – muted increases
11-14-2018 Multi-Industry - None
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GE: General Electric Co. - BHGE fire sale
GE: General Electric Co. - BHGE fire sale
11-13-2018 Multi-Industry - None
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Advance Auto starting to heat up, Baker Hughes pops a...
Advance Auto starting to heat up, Baker Hughes pops a Nyquil, more changes at Halliburton, raisin...
11-13-2018 Event-Driven Research - Don Bilson
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HD: Home Depot - Quick Takes & Quality Review Post...
HD: Home Depot - Quick Takes & Quality Review Post 3Q Print From the ATL
11-13-2018 Retail - Chuck Grom
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GE: General Electric Co. - Credit markets point to...
GE: General Electric Co. - Credit markets point to liquidity risks
11-13-2018 Multi-Industry - None
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MMM: 3M - Favorable set-up into Thursday analyst meeting
MMM: 3M - Favorable set-up into Thursday analyst meeting
11-13-2018 Multi-Industry - None
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Proprietary Credit Card Data & Analysis (11/12) -...
Proprietary Credit Card Data & Analysis (11/12) - Prop CC Data/Analysis for October: Winners = Ap...
11-12-2018 Retail - Chuck Grom
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Miserable TMT deals becoming all too familiar, did...
Miserable TMT deals becoming all too familiar, did Juniper come up with “22x21” all by itself?, a...
11-12-2018 Event-Driven Research - Don Bilson
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Low & Middle Market Pricing Study - WMT Gets Back to...
Low & Middle Market Pricing Study - WMT Gets Back to Parity with the General . . . While FDO Also...
11-12-2018 Retail - Chuck Grom
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MCD: McDonald's - MCD Further Flexing Mobile Muscle:...
MCD: McDonald's - MCD Further Flexing Mobile Muscle: App Use Stats Continue to Materially Outpace...
11-12-2018 Restaurants - Jeff Farmer
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Multi-Industry - Inch Questions (IQ) for management; key...
Multi-Industry - Inch Questions (IQ) for management; key results recap
11-12-2018 Multi-Industry - None
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November 5 November 9
November 5 November 9
11-9-2018 Event-Driven Weekly - Event-Driven Team

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