| 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)
|
Bilson, Don |
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
|
Farmer, Jeff |
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
|
Grom, CFA, CPA, Chuck |
2020-06-19 |
9 |
| ITT: ITT - CEO reinforces IP margin expansion
|
Inch, John |
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)
|
Bilson, Don |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Bilson, Don |
2020-06-16 |
4 |
| Social Inflation: Likely to Return with Vengeance Post COVID-19
|
Wilt, Bill |
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
|
Grom, CFA, CPA, Chuck |
2020-06-16 |
6 |
| PH: Parker Hannifin - Upgrading to Buy; entering recovery phase
|
Inch, John |
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
|
Farmer, Jeff |
2020-06-16 |
7 |
| GE: General Electric Co. - Aviation head to step down; outsider to replace
|
Inch, John |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
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
|
Grom, CFA, CPA, Chuck |
2020-06-14 |
13 |
| RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February
|
Farmer, Jeff |
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)
|
Bilson, Don |
2020-06-12 |
4 |