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Title Date
The Weekend Warrior (12/21) - Merry Christmas To All . . . and To All A Good Night! 2018-12-21
MMM: 3M - M*Modal provides strong strategic fit 2018-12-20
GE: General Electric Co. - Mixed signals; Healthcare IPO = cash need sooner 2018-12-20
Allergan CEO back in hot water, searching for 2018’s final deal in the Tall Grass, an early Christmas gift for Celanese, gazing at Icahn’s orbit into year-end (AGN, TGE, CE, HAS, NWL, XRX, DLTR) 2018-12-20
PIR: Pier 1 Imports - Dog Days of December; 3Q18 SSS Decelerate ~800 bps on Stacks + CEO Shake-Up; Stay Underperform . . . PT to $0.75 2018-12-20
4Q18 Home Improvement Survey - Surprisingly Upbeat Results; ~58% of Households Plan Projects in ‘19 – Up YOY + Sequentially; Weighted Avg. Spend up ~13.5% 2018-12-20
CBS floors its CEO search into overdrive, dishing on GE Healthcare IPO, Pfizer's Read goes out with a bang, storm clouds seen over Conduent (CBS, HAS, GE, PFE, CNDT, EQT, CVLT) 2018-12-19
DRI: Darden Restaurants - F2Q19: Quick Hits from the Earnings Call 2018-12-18
Watching for a Dolan to run a pick n' roll at MSG, fanciful story at AutoNation gets an update, market is in no mood to buy Xerox downgrade (MSG, AN, XRX, SEE, CNC) 2018-12-18
DRI: Darden Restaurants - DRI’s Beat & Raise Story Losing Momentum with SSS & EPS Guidance Meeting Current Street Estimates 2018-12-18
ROK: Rockwell - Rockwell technology conference call 2018-12-18
Hard Discounter Pricing Study - Aldi Expands Price Gap vs. Walmart Further; Some Signs of Inflation Emerging 2018-12-18
EMR: Emerson - Weak C&RS; AS remains resilient, for now 2018-12-17
JACK: Jack in the Box - No Longer A Seller’s Market – But If JACK Were to be Acquired, We See a 14-15x EBITDA Multiple 2018-12-17
Davita escapes with a trim, Acadia turns the page, Pittsburgh is epicenter for activism in the month ahead (DVA, ACHC, EQT, PPG, SYMC, GRA) 2018-12-17
FND: Floor & Decor Holdings - HQ Visit Yields More Good Than Bad . . . But Lowering Estimates To Reflect Softer Flooring Backdrop + Higher '19 Costs; PT to $32 2018-12-17
Allstate (ALL) and Progressive (PGR): Reiterating our Outlook 2018-12-17
HD: Home Depot - 6 Takes From HQ Trip In Atlanta with CFO Carol Tome; Remain Buy-Rated with $210 Price Target 2018-12-17
GE: General Electric Co. - Bankruptcies could pressure aircraft lessors (GECAS) 2018-12-17
No whiff of timidity at Danaher, new Starbucks CFO laughs off asset-lite talk, XPO totaled after running into a spruce (DHR, GE, SBUX, CNC, XPO) 2018-12-14

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