| November ’18 Retail Sales Wrap - November Retail Sales +4.9% YOY, With 2-Year Trends Accelerating For Most Categories (Electronics, General Merch, Dept Stores = +)
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Grom, Chuck |
2018-12-14 |
| ROK: Rockwell - Dissecting Auto – favorable risk vs. return
|
Inch, John |
2018-12-14 |
| COST: Costco Wholesale - When Clarity Leads To Confusion; Staying Long Issaquah . . . Remain Accumulate-Rated with $255 Price Target
|
Grom, Chuck |
2018-12-13 |
| GE: General Electric Co. - Imagination still at work?
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Inch, John |
2018-12-13 |
| Lowe’s plan may not have enough sizzle for some, Hess talk avoids the big question, Teradata can’t be accused of being shy, what will break the fever at XPO? (LOW, HES, TDC, LII, XPO, MGLN)
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Bilson, Don |
2018-12-13 |
| DRI: Darden Restaurants - F2Q Likely to Offer Few Surprises; We See Near-Peak Valuation as Hard to Hold with Sizeable EPS Growth Deceleration Lurking
|
Farmer, Jeff |
2018-12-13 |
| LOW: Lowe's - Post Analyst Day Takes; Raising Estimates & Price Target to $99, Still HD > LOW
|
Grom, Chuck |
2018-12-12 |
| The Bluedorn watch is on at Lennox, Aramark misdemeanor draws a stiff penalty, time to bring BWX back on the radar screen (LII, ARMK, BWXT, MRO, MDCO)
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Bilson, Don |
2018-12-12 |
| EMR: Emerson - Downgrading to Hold; Energy + China pressures
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Inch, John |
2018-12-12 |
| PLAY: Dave & Buster's - NT SSS Recovery Prospects Increasingly Murky; But at Less Than 7.5x a Lowered ‘19E EBITDA, After Hours Sell Off Is Overdone
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Farmer, Jeff |
2018-12-11 |
| Newest Dollar Tree director is no Tadpole, CBS search stuck in nowheresville, one outsider is enough for Axalta, pullback should serve XPO well (DLTR, CBS, AXTA, XPO, WU, CARS)
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Bilson, Don |
2018-12-11 |
| BJ: BJ's Wholesale Club, Inc. - 5 Key Takes from Conf. Call w/CEO Chris Baldwin and CFO Bob Eddy; Opportunity Remains the "Operative" Word, Stay Accumulate-Rated
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Grom, Chuck |
2018-12-11 |
| Multi-Industry - Global Debt Binge Sounds Warning Bell
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Inch, John |
2018-12-11 |
| Reinsurance: Alt. Reinsurance Will Mute Jan. 1st Renewals
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Wilt, Bill |
2018-12-10 |
| Gilead finds its man in Switzerland, Bunge CEO won’t be coming back from a Koffey Break, Perkin lining up its ducks, might Carlyle be interested in WABCO? (GILD, BG, PKI, WBC, EQT, TVPT, YELP)
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Bilson, Don |
2018-12-10 |
| Toys “R” US Traffic Share Shift Analysis - Part II - Black Friday Study of ~6,700 Shoppers in ’18 vs. ’17; WMT/TGT Winners Followed by COST, KSS, & JCP
|
Grom, Chuck |
2018-12-10 |
| ITW: ITW - 2018 Investor Day optimism
|
Inch, John |
2018-12-07 |
| Conference Call - Outlook for Corporate Change within the Industrials Landscape
|
Inch, John |
2018-12-07 |
| December 3 - December 7
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Event-Driven Team |
2018-12-07 |
| Broadcom’s Tan settles on Ten, Cardinal welcomes back a pre-breakup friend, four new eyes at Taubman, hopes for peace at Cracker Barrel? (AVGO, CAH, TCO, CBRL, AVA)
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Bilson, Don |
2018-12-07 |