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Title Date
HD: Home Depot - Downgrade to Accumulate-Rated from Buy-Rated; Lowering EPS & Price Target To $230 . . . Curbing Our Enthusiasm 2019-12-12
MEDNAX back in the cross hairs, Palo Alto gets slammed at the polls, new Casey's CEO lowers the bar, Bunge adds some 3G to the mix (MD, PANW, CASY, BG, GSAH, TEN) 2019-12-11
HD: Home Depot - 2020 Guide Implies EPS of ~$10.20-$10.30, Initial Thoughts 2019-12-11
PLAY: Dave & Buster's - Largely In-Line Quarter & Guidance Reiteration Welcome; Structural Headwinds Unrelenting/See Estimates Falling in 2020 2019-12-11
Proprietary data (Industrial products pricing – web prices reset higher in December) 2019-12-11
Noise at Norton will simply not die down, Agilent seems like more of the same from Pershing, can't smell a WEED deal coming, trial balloon pops over IFF (NLOK, A, STZ, IFF, Regional Bank M&A) 2019-12-10
2020 Trends: Commercial Auto Will add to Earnings Volatility 2019-12-10
HDS: HD Supply - F3Q19 in-line with preannouncement; F4Q19 guidance miss 2019-12-10
RH: RH - Model Update – Raising Estimates & Price Target to $225 2019-12-09
International Flavors back in the DuPont race, busy year in pharma M&A ends with a couple of firecrackers, eyeing Dodge & Cox’s role in HP drama, Truist starts its new life (IFF, MRK, SAN, HPQ, XRX, TCF, TCBI/IBTX) 2019-12-09
Alexion now in play, more clouds over Textron, E*TRADE a hot ticket next week, Cloudera quarter is short a “search” update (ALXN, TXT, ETFC, CLDR, INST) 2019-12-06
GE: General Electric Co. - Additional Healthcare details 2019-12-06
HOME: At Home Group - Dropping Coverage 2019-12-05
Tractor Supply + Macy’s - Nashville's Broadway > NYC's Broadway; Quick Thoughts on Hal Lawton's Move to Tractor Supply from Macy's 2019-12-05
Golden Age for Go-Shops, Kirby slides into the Captain’s seat at United, Tractor Supply answers a big question, Verint heads for Splitsville (AXE, UAL, TSCO, VRNT, ALLK, OC) 2019-12-05
DG: Dollar General - Great Print . . . With One Exception, Post 3Q Takes - Raising EPS Estimates & Price Target to $180 2019-12-05
2020 Trends: Insurers’ Liability in Abuse Claims 2019-12-05
HDS: HD Supply - F3Q19: challenges mounting 2019-12-05
GE: General Electric Co. - Should GE walk from BioPharma? 2019-12-05
FIVE: Five Below - Joel > Carson . . . Raising Estimates & Price Target to $150 - Stay Buy-Rated, Management Call Back Notes 2019-12-04

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