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Title Date Pages
Speedway window is officially open at Marathon, DraftKings rings the register, eyeing the Covid trade at Darden, Cloudera feasting on its deal premium (MPC, VLO, DKNG, DRI, CLDR) 2020-06-19 3
DRI: Darden Restaurants - Rising Case Counts in FL & TX Have the Markets Attention - We See Recent Sell Off as Overdone w/ Data Showing Ongoing Recovery 2020-06-19
W: Wayfair - Raising Direct Revenue & EBITDA Expectations as Data Feeds + Survey Work Suggest Staying Power; PT to $250; Bull vs Bear Case Work 2020-06-19 9
ITT: ITT - CEO reinforces IP margin expansion 2020-06-19 4
Succession plan at Waters boils over, board-talk at Intel, an update on Third Point’s “Pru” bet, next phase at Enphase may involve the feds (WAT, INTC, PRU, ENPH, FLT, IR) 2020-06-18 4
Low & Middle Market Pricing Study (#21) - DG Narrows Its Gap to WMT to Only 1.6% . . . While FDO’s Widens to 5.6% = Lends Further Support for General > Tree Thesis 2020-06-18 6
Molson looks to get past its European hangover, $43bn question at Oracle, CoreCivic seeks parole, another voluminous day at CoreLogic (TAP, ORCL, HRB, CXW, CLGX, BKI) 2020-06-17 4
MCD: McDonald's - U.S. Recovery Pace as Expected - Improving, but Slower Rate Than Peers; IOM Segment Re-openings Accelerate Past Expectations 2020-06-16 6
May ’20 Retail Sales Recap - Down 8.1% YOY vs. 16.2% Drop in April; Home Improvement Shines...While S-Goods, Furniture, Apparel, CE, & Dept Stores Show Gains 2020-06-16 4
Infrastructure Week is finally here, this Fall’s fight calendar now includes Aecom, pace slows at Marathon, putting CoreLogic back under surveillance (VMC, MLM, ACM, MPC, VFC, CLGX) 2020-06-16 4
Social Inflation: Likely to Return with Vengeance Post COVID-19 2020-06-16 4
Apple Mobility Trends/INRIX Data (6/17) - U.S at 122.1 in June vs. 61.2 in April . . . With Driving Traffic Up 12% MTD; Only 12 States Remain Below Pre-COVID Levels Today 2020-06-16 6
PH: Parker Hannifin - Upgrading to Buy; entering recovery phase 2020-06-16 8
Casual Dining Recovery Powering Through Increased Case Counts - POS & Foot Traffic Data Through 6/13 Shows That Sales/Traffic Recovery Has Continued Through Jump in Case Counts 2020-06-16 7
GE: General Electric Co. - Aviation head to step down; outsider to replace 2020-06-15 3
S&P does some serious housecleaning, diabetes opportunity at Abbott is too big to ignore, AT&T ready to give up the joystick, CEO talk at Aecom & Avis (S&P 500, ABT, MDT, T, ACM, CAR, MIDD) 2020-06-15 4
Social Distancing Restaurant Consumer Survey Week 14 - COVID Case Counts on Rise in Several States, but Through Week of June 12th – Consumer Comfort Level Continues to Trend Up 2020-06-15 8
Tracking the Consumer & COVID-19 (Week #14) - Big Inflection in Sentiment as Aversion Fears Drop and Hunker Down Behaviors Start to Unwind = 11 Key Takeaways 2020-06-14 13
RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February 2020-06-12 5
Jana renews its acquaintance with the Computer Sciences Family, sizing up Walgreen’s pushout, ServiceMaster has a day, it’s primo-time in the water business (PRSP, WBA, SERV, PRMW, LIVN) 2020-06-12 4

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