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Here Is Your Pullback...Quick Look @ Stock Performance +...
Here Is Your Pullback...Quick Look @ Stock Performance + Group Multiple Compression Since SOTU
2-5-2018 Retail - Chuck Grom
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New Arconic CEO puts his chips on the table, Ashland...
New Arconic CEO puts his chips on the table, Ashland gets some Lyondell sympathy, deal-talk gets ...
2-5-2018 Event-Driven Research - Don Bilson
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Midway Earnings Report: Lower Favorable Reserve...
Midway Earnings Report: Lower Favorable Reserve Development - Seems part of an overall trend; not...
2-5-2018 Insurance - Bill Wilt
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COST: Costco Wholesale - January SSS Pre-Game = We See...
COST: Costco Wholesale - January SSS Pre-Game = We See Core SSS Up 0.5%, Calendar Shift(s) a Head...
2-5-2018 Retail - Chuck Grom
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Weekend Warrior (2/2/18) - Super Bowl Indicator = Root...
Weekend Warrior (2/2/18) - Super Bowl Indicator = Root For the Eagles if You Are Bullish; Our Pre...
2-2-2018 Retail - Chuck Grom
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Jan 29 - Feb 2
Jan 29 - Feb 2
2-2-2018 Event-Driven Weekly - Event-Driven Team
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Super Bowl Edition: Odds of CNH breakup improving but...
Super Bowl Edition: Odds of CNH breakup improving but not imminent, Athenahealth drops 23 on Elli...
2-2-2018 Event-Driven Research - Don Bilson
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The Weather Giveth . . . The Weather Taketh; Spring 2018...
The Weather Giveth . . . The Weather Taketh; Spring 2018 Forecast Not Favorable . . . But Balance...
2-2-2018 Retail - Chuck Grom
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Watching for a Franklin counter-attack at Newell, Bemis...
Watching for a Franklin counter-attack at Newell, Bemis story has gone flavorless, Lazard's C-cor...
2-1-2018 Event-Driven Research - Don Bilson
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Xerox getting married in Japan, Thomson deal has limited...
Xerox getting married in Japan, Thomson deal has limited upside, watching Dun & Bradstreet, Shutt...
1-31-2018 Event-Driven Research - Don Bilson
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Force Ranking Our Names + Rating Changes (FIVE, W, SFM)...
Force Ranking Our Names + Rating Changes (FIVE, W, SFM) + New EPS For '18/'19 Post Tax Reform + U...
1-31-2018 Retail - Chuck Grom
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Tax Reform Could Generate Additional $215 Billion of...
Tax Reform Could Generate Additional $215 Billion of Premiums
1-30-2018 Insurance - Bill Wilt
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Blackstone and Reuters looking to become Thomson Twins,...
Blackstone and Reuters looking to become Thomson Twins, another gas player looks to cure its disc...
1-30-2018 Event-Driven Research - Don Bilson
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Jan 22 - Jan 26
Jan 22 - Jan 26
1-29-2018 Event-Driven Weekly - Event-Driven Team
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A very refreshing sip at Dr Pepper, KapStone finally...
A very refreshing sip at Dr Pepper, KapStone finally finds its deal, searching for the next $5bn ...
1-29-2018 Event-Driven Research - Don Bilson
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Surveying the wreckage at Newell, stars not aligning...
Surveying the wreckage at Newell, stars not aligning behind E*TRADE sale, cool reaction to ADS sl...
1-26-2018 Event-Driven Research - Don Bilson
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Newell ready to start over, tax reform won't pull...
Newell ready to start over, tax reform won't pull forward possible UTX breakup, homing in on Vari...
1-25-2018 Event-Driven Research - Don Bilson
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Allegheny split talk gets louder, United's Munoz...
Allegheny split talk gets louder, United's Munoz goes all-in, "proactive" is the word of the day ...
1-24-2018 Event-Driven Research - Don Bilson
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Home Depot & Lowe's - Data Science Work (Credit...
Home Depot & Lowe's - Data Science Work (Credit Card Data + 4Q Survey Work + Predictive Models) ....
1-24-2018 Hardlines / Home Retail - Chuck Grom
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A second horse appears at Macerich, Kimberly fumbling...
A second horse appears at Macerich, Kimberly fumbling the baton, Dentsply board is hearing boos (...
1-23-2018 Event-Driven Research - Don Bilson

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