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Title Date Pages
GRUB: Grubhub Inc - Quick Hits on GRUB's COVID-19 Restaurant Relief Efforts 2020-03-13 3
PH: Parker Hannifin - Analyst meeting contains few surprises; EPS presentation shift 2020-03-13 5
Tax Filing Season Statistics Update - Total Refund Dollars Down 1.3% YOY Through Week #6 –A Better Development vs. A Slow Start to The Season 2020-03-13 3
Multi-Industry - Pairing HON long vs. GE 2020-03-13 8
Full steam ahead for Starboard at eBay, UPS finds its next CEO in the boardroom, Activision googles up a succession plan, NBA suspension talk (EBAY, UPS, ATVI, MSG, OXY, MPC, NAV) 2020-03-12 5
DG: Dollar General - SSS NEVER Turned Negative in 2001/2002, 2007/2008 = Port in a Storm, Post 4Q Thoughts 2020-03-12 5
Restaurant SSS & Recessions: Burgers & Pizza Most Resilient - Sector Sell Off Has Seen Models with Greatest EPS Sensitivity Hit Hardest: JACK, DIN & DRI Down 40% - Disproportionately Sold Off 2020-03-12 8
DD: DUPONT DE NEMOURS INC - China impact better than feared; Tyvek offset 2020-03-12 5
ROK: Rockwell - Still cyclical, even if less so 2020-03-11 4
Things are never simple at DXC, the Saudi hammer falls on OxyDarko; JetBlue doesn’t see consolidation on its radar, Insider buying in the headlights at KAR (DXC, OXY, CLDR, JBLU, PEP, KAR, TOL, TMO, AMCR) 2020-03-11 5
COVID-19: Auto results benefit from lower VMT 2020-03-11 4
General Electric Co. (Excess liability concerns are back ) 2020-03-11 5
TSCO: Tractor Supply Company - Big, Big Plans = Notes from Meeting with New CEO Hal Lawton 2020-03-10 5
MMM: 3M - Face masks only incremental; EPA working on (PFAS) MCL 2020-03-10 4
HON: Honeywell - Coronavirus manageable thus far 2020-03-10 3
Activism should feast on the wreckage, gate is open at FedEx, two paths now open at Twitter, Tapestry holding on to its in-house activist (LKQ, FDX, TWTR, TPR, SYNH, WCC, BERY, SJM) 2020-03-10 5
Aon is what Willis has been talking about, Don’t sleep on FactSet’s comp tweak, Chase is on at Tegna, shock and awe in oil (TWTR, WLTW/AON, FDS, TGNA, WCC, Oil Talk) 2020-03-09 5
Sifting Through the Consumer-Facing Sector Sell Off - Where Have Quality Fundamentals and/or SSS Catalysts Been Thrown Out with Bath Water? We Say WING, WEN, EAT & BLMN 2020-03-09 5
DG: Dollar General - Reading the 4Q Print: Staying Long Goodlettsville 2020-03-09 4
DD: DUPONT DE NEMOURS INC - As cheap as they come 2020-03-09 9

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