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Title Date Pages
Dorsey won’t be tweeting from Africa, tickets to MSG breakup now going for $250, Gap gets on base with a Syngal, Canon-fire aiding TeamHP’s defense (TWTR, MSG, GPS, NXPI, WDC, HPQ, CTXS, HRB) 2020-03-06 5
February 2020 Macro Survey - GHRA Sentiment Index at 120.0 = Moves Up After 3 Months of Declines Despite Corona Fears 2020-03-06 7
Multi-Industry - Sizing up dividend support and debt capacity for share repo 2020-03-06 8
SBUX: Starbucks Corp - China Coronavirus Update No Worse Than Feared; U.S. Concerns are Mounting – but We Now See 12-Month Reward > Risk 2020-03-05 5
COST: Costco Wholesale - When the Going Gets Tough . . . The Tough Should Be Long Costco; Post 2Q Takes 2020-03-05 6
BJ: BJ's Wholesale Club, Inc. - 1st Inning or 9th Inning? Post 4Q Thoughts & Management Call Back Notes 2020-03-05 6
HON: Honeywell - Aerospace ascent 2020-03-05 4
The other HP has issues that need addressing, Starboard may be headed home from Roanoke, SLM turns the page, Guidewire tripped up in the cloud (HPE, AAP, SLM, GWRE, BERY, WCC, UNVR) 2020-03-05 5
BJ's & Burlington - Drive By Thoughts = BJ's (Hold-Rated) + Burlington (Accumulate-Rated) 2020-03-05 5
Which Concepts Are Growing Customer Counts and How? - Traffic Growth Remains Elusive for Most: WING & CMG at the Top of Market Share Gain Leaderboard, with BLMN & EAT Climbing 2020-03-05 4
DLTR: Dollar Tree - We Sound Like A Broken Record . . . But DG > DLTR; 3 Incremental Takes Leave Us Reduce-Rated, Lowering Estimates/PT to $76 2020-03-04 7
No reason to sweat the little stuff at Centene, a good "out" at Dollar Tree, dominoes falling at Laureate, KKR bulking up at Dave & Busted (CNC, DLTR, TPX, SYY, LAUR, CVX, PINC, PLAY, LIVN) 2020-03-04
GE: General Electric Co. - In-line 2020 Outlook framework 2020-03-04 4
ROST: Ross Stores, Inc. - The Good (SSS) < The Bad (GPM + Guide) . . . For Now = To Whom Much is Given . . . Much Is Expected. Buyers on the Dip 2020-03-03 7
JWN: Nordstrom - Sales + Inventory Position + Margin “Bend” > 4Q EPS Miss, Stay Accumulate-Rated 2020-03-03 6
Kohl’s & Target - Model Update 2020-03-03 6
Persistence pays off for Thermo, watching JAZZ through a different prism, day one at the new Ingersoll, Newell comes down with a PwC cough (QGEN, JAZZ, IR, TT, NWL, CVX, ADS) 2020-03-03
Target & Kohls - Drive By Thoughts = Target (Buy-Rated) + Kohl's (Hold-Rated) 2020-03-03 5
ETN: Eaton - Electrical everything 2020-03-02 5
Elliott looking to clip Dorsey’s little blue wings, eyeing the next Boss Hogg, settlement time in the “Show Me” State, OXY firming up its slate (TWTR, HOG, OLN, EVRG, OXY, MDT, WSC, MINI, FTSV, HRB, W) 2020-03-02 6

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