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Title Date
Multi-Industry - GE: Insurance expert conference call 2019-08-28
GE: General Electric Co. - 2Q 19 Model update 2019-08-27
FMC losing its sentimental albatross, eyeing AECOM as a dual-track threat, no more bologna at Kraft, time to discuss year-end “Over the Top” awards (FTI, ACM, PZZA, KHC, SJM, WAGE, BID, PDCE) 2019-08-27
Foss is no longer the boss at Aramark, Amgen reaches deep into its wallet, Berkshire on its way to 30 at DaVita, next man up at Qualcomm (ARMK, AMGN, MDCO, DVA, QCOM, PCG) 2019-08-26
WSM: Williams-Sonoma - Reading the Print: Raising 2Q SSS View to 4% from 3.5%, PT Moves to $76 - Staying Long, Enjoying “Island Life” 2019-08-26
RRGB: Red Robin - 2Q19 Underscores What We View As A Multi-Quarter Traffic Headwind with Move Away from Value Promos 2019-08-23
Hasbro finally makes it into the winner's circle, Tractor Supply and HP calling audibles, Full steam ahead at Gap despite Naval setback (HAS, TSCO, GPS, HPQ, ALXN) 2019-08-23
Social Inflation is Back. Legal Advertising Surges 2019-08-23
DG, DLTR, & FIVE - Reading the 2Q Prints: Tweaking up DG + DLTR estimates . . . Down on FIVE; Buyers of the Basket w/ Conviction DG > DLTR > FIVE 2019-08-23
BJ: BJ's Wholesale Club, Inc. - Learnings to Fly = Staying Buy-Rated After Solid 2Q . . . Management Call Back Notes 2019-08-22
PerkinElmer handoff set for year-end, share repurchase siesta at Nordstrom seems suspicious, a second chance to play Pure Storage (PKI, JWN, PSTG, LB, FLT) 2019-08-22
BJ: BJ's Wholesale Club, Inc. - Target 2.0? Quick Thoughts Post 2Q Print + Quality Review 2019-08-22
Near Term Pressure on Asbestos Liabilities to Impact TRV, BRK 2019-08-22
GRUB: Grubhub Inc - Recent 22% Share Price Sell Off is Overdone w/ Street EBITDA Ests. Down Just 4%. European Peers Suggest Healthy Val. Discount 2019-08-22
Franchise System Sales Growth: The Key Value Creation Driver - Which Franchise Companies Lead the System Sales Growth Pack and How Are They Doing It? 2019-08-22
JWN: Nordstrom - Bear Case Still Holds . . . But Stock Looks Washed Out at ~7.9x Forward EPS, Stay Hold-Rated 2019-08-21
TGT: Target - See the Dollar General Playbook for Multiple Expansion Case, Stay Buy-Rated with New $120 Price Target 2019-08-21
New Lowe’s quarterback begins sophomore year with momentum, CapEx worries cut into MSG’s potential, O’Reilly breaks the seal in Mexico (LOW, MSG, ORLY, ELAN) 2019-08-21
Target & Lowe's 2Q19 - Impressive Results from Minneapolis + Mooresville . . . Initial Takes 2019-08-21
HD: Home Depot - Fitting Send Off for Retiring CFO Carol Tomé; Stay Buy-Rated as the “Haves” Continue to Take Share From the “Have Nots” in Retail 2019-08-20

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