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"Five" may be the magic number for Takeda,...
"Five" may be the magic number for Takeda, Stericycle deflects sale talk, the hole in Akzo's stan...
4-24-2018 Event-Driven Research - Don Bilson
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Shining up Henry Schein with some spinco varnish, royal...
Shining up Henry Schein with some spinco varnish, royal rumble avoided at Newell, Schwab isn't a ...
4-23-2018 Event-Driven Research - Don Bilson
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Hard Discounter Pricing Study - Wal-Mart Prices Now...
Hard Discounter Pricing Study - Wal-Mart Prices Now Lower Than Aldi - First Time Since We Started...
4-23-2018 Retail - Chuck Grom
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April 16 - April 20
April 16 - April 20
4-20-2018 Event-Driven Weekly - Event-Driven Team
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E*TRADE's version of the Fall Classic, the end is...
E*TRADE's version of the Fall Classic, the end is near for Pinnacle Foods, the end of an era at M...
4-20-2018 Event-Driven Research - Don Bilson
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Pier 1 Imports (Retail Turnarounds Always Take Longer...
Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering P...
4-20-2018 Retail - Chuck Grom
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Takeda striking out in Ireland, PTC ready to drop some...
Takeda striking out in Ireland, PTC ready to drop some new 2023 targets on the table, URI content...
4-19-2018 Event-Driven Research - Don Bilson
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Kohl's (Notes From The Road w/CEO Mansell + CFO...
Kohl's (Notes From The Road w/CEO Mansell + CFO Besanko; "Good Things Happen To Good People"= Rei...
4-18-2018 Retail - Chuck Grom
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Textron breaks out of the clouds; Head coaching changes...
Textron breaks out of the clouds; Head coaching changes loom at Newell and Macerich; An alternati...
4-18-2018 Event-Driven Research - Don Bilson
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A mighty Rohr heard from Celanese, Icahn slow to counter...
A mighty Rohr heard from Celanese, Icahn slow to counter at Newell, Mellanox defense continues to...
4-17-2018 Event-Driven Research - Don Bilson
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Underwriting Drives Valuation; Not Investment Income...
Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme a...
4-17-2018 Insurance - Bill Wilt
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What's left for Icahn to sell?, Watching for a ...
What's left for Icahn to sell?, Watching for a Euro40 offer from International Paper, Whitbread'...
4-16-2018 Event-Driven Research - Don Bilson
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March Retail Sales Wrap - Up 5.1% YOY or 10.0% on Stacks...
March Retail Sales Wrap - Up 5.1% YOY or 10.0% on Stacks = Better Than Trend; Uptick in Apparel S...
4-16-2018 Retail - Chuck Grom
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RH: RH Chicago Visit = RH Hospitality + A Comparison...
RH: RH Chicago Visit = RH Hospitality + A Comparison Between Oak Brook Legacy Gallery and 3 Arts ...
4-16-2018 Retail - Chuck Grom
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Hurricane Irma: Steadily Rising Losses Impact...
Hurricane Irma: Steadily Rising Losses Impact Renaissance (RNR); Everest (RE) - Industry loss est...
4-13-2018 Insurance - Bill Wilt
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April 9 - April 13
April 9 - April 13
4-13-2018 Event-Driven Weekly - Event-Driven Team
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Time to grade E*TRADE's exam, important special sit...
Time to grade E*TRADE's exam, important special sit question at Delta gets a higher slot, Pfizer ...
4-13-2018 Event-Driven Research - Don Bilson
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Team Grom's Consumer Survey - March '18:...
Team Grom's Consumer Survey - March '18: Consumer A Touch More Guarded. . . But Positive Spending...
4-13-2018 Retail - Chuck Grom
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GE and the holy trinity of rail car deals, a troubling...
GE and the holy trinity of rail car deals, a troubling development for Newell CEO, McDermott hust...
4-12-2018 Event-Driven Research - Don Bilson
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Annual Industry study of ROE Dispersion: Stock-owned...
Annual Industry study of ROE Dispersion: Stock-owned & nationally diversified writers of insuranc...
4-12-2018 Insurance - Bill Wilt

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