| ROK: Rockwell - Sensia enhances Rockwell’s upstream O&G access
|
Inch, John |
2019-02-25 |
| Proprietary data - Industrial products channel pricing – MSC price increases match GWW’s; metalworking lags
|
Inch, John |
2019-02-25 |
| GE: General Electric Co. - New executive additions signal no quick fix
|
Inch, John |
2019-02-22 |
| W: Wayfair - Narrative Changing . . . But Staying Disciplined Given YTD Move, Post 4Q Takes; Raising PT to $140
|
Grom, Chuck |
2019-02-22 |
| February 19 - February 22
|
Event-Driven Team |
2019-02-22 |
| The 3G premium evaporates at Kraft, uptick in Pioneer’s M&A story as Sheffield returns, A new Action Jackson at AutoNation, clock is ticking at Sprouts (KHC, PXD, AN, SFM, RF, KAR, NWL)
|
Bilson, Don |
2019-02-22 |
| ITT: ITT - Core 4Q18 miss; 2019 guidance more favorable
|
Inch, John |
2019-02-22 |
| BJRI: BJ's Restaurants - Slowing SSS, Wage Inflation & Accounting Headwinds Drive Downward Revisions: We Remain Underperform W/ More to Come
|
Farmer, Jeff |
2019-02-21 |
| JACK: Jack in the Box - F1Q19 Quick Hits from the Earnings Call: Tug of War Persists. Weak Fundamentals vs. Potential Acquisition
|
Farmer, Jeff |
2019-02-21 |
| WEN: Wendy's - 4Q Results and 2019 Guidance Intro Underwhelm as Expected; We Continue to Be Fans of WEN’s Accelerating FCF Growth Prospects
|
Farmer, Jeff |
2019-02-21 |
| SFM: Sprouts Farmers Markets - Market More Forgiving Than We Would Be . . . Lowering Estimates & Price Target to $23 Post Guide Down
|
Grom, Chuck |
2019-02-21 |
| FND: Floor & Decor Holdings - Relief Rally as Gross Profit Margin Concerns Alleviated . . . Post 4Q Takes; Stay Hold-Rated . . . But Tweaking PT to $35
|
Grom, Chuck |
2019-02-21 |
| KAR Auction breakup stuck in traffic, no bar is too low for Bunge, 40 North puts its own banker into Grace's boardroom, hostilities at PG&E may be easing (KAR, BG, GRA, PCG, NUVA, BMY, MGLN, QEP)
|
Bilson, Don |
2019-02-21 |
| CBRL: Cracker Barrel - Expect Modest Holiday Sales-Driven SSS Upside & FY19 Guidance Reiteration – Healthy Valuation Premium Unmerited
|
Farmer, Jeff |
2019-02-21 |
| JACK: Jack in the Box - First Look: Market Share Losses Persist; But Value Push Proves Effective in Narrowing Performance Gap Late in The Quarter
|
Farmer, Jeff |
2019-02-20 |
| CAKE: Cheesecake Factory - Quick Hits from the Earnings Call: 4Q SSS Solid, but Margin Pressures Persist and EPS Estimates Coming Down
|
Farmer, Jeff |
2019-02-20 |
| FTV: Fortive Corp. - Attractive financing for ASP creates further EPS buffer
|
Inch, John |
2019-02-20 |
| Devon uncorks a gusher, CVS stumbles out of the gate, silly times at Allergan, Bunge loosening up for tomorrow (DVN, CVS, AGN, BG, DLTR)
|
Bilson, Don |
2019-02-20 |
| KSS: Kohl's - Reading The 4Q Print + FY19 Set-Up = Good Story with a Good Set-Up . . . Once We Get Past M/JCP/JWN Prints Next Week
|
Grom, Chuck |
2019-02-20 |
| JCP: J.C. Penney - Reading The 4Q18 Print + FY19 Setup = Inflection in Narrative as Focus Tilts to GPM/EBITDA > SSS in ’19; Raising PT to $1.50
|
Grom, Chuck |
2019-02-20 |