| GRUB: Grubhub Inc - Quick Hits on GRUB's COVID-19 Restaurant Relief Efforts
|
Mollins, Robert |
2020-03-13 |
3 |
| PH: Parker Hannifin - Analyst meeting contains few surprises; EPS presentation shift
|
Inch, John |
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
|
Grom, Chuck |
2020-03-13 |
3 |
| Multi-Industry - Pairing HON long vs. GE
|
Inch, John |
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)
|
Bilson, Don |
2020-03-12 |
5 |
| DG: Dollar General - SSS NEVER Turned Negative in 2001/2002, 2007/2008 = Port in a Storm, Post 4Q Thoughts
|
Grom, Chuck |
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
|
Farmer, Jeff |
2020-03-12 |
8 |
| DD: DUPONT DE NEMOURS INC - China impact better than feared; Tyvek offset
|
Inch, John |
2020-03-12 |
5 |
| ROK: Rockwell - Still cyclical, even if less so
|
Inch, John |
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)
|
Bilson, Don |
2020-03-11 |
5 |
| COVID-19: Auto results benefit from lower VMT
|
Wilt, Bill |
2020-03-11 |
4 |
| General Electric Co. (Excess liability concerns are back )
|
Inch, John |
2020-03-11 |
5 |
| TSCO: Tractor Supply Company - Big, Big Plans = Notes from Meeting with New CEO Hal Lawton
|
Grom, Chuck |
2020-03-10 |
5 |
| MMM: 3M - Face masks only incremental; EPA working on (PFAS) MCL
|
Inch, John |
2020-03-10 |
4 |
| HON: Honeywell - Coronavirus manageable thus far
|
Inch, John |
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)
|
Bilson, Don |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
2020-03-09 |
5 |
| DG: Dollar General - Reading the 4Q Print: Staying Long Goodlettsville
|
Grom, Chuck |
2020-03-09 |
4 |
| DD: DUPONT DE NEMOURS INC - As cheap as they come
|
Inch, John |
2020-03-09 |
9 |