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Title Date
November ’18 Retail Sales Wrap - November Retail Sales +4.9% YOY, With 2-Year Trends Accelerating For Most Categories (Electronics, General Merch, Dept Stores = +) 2018-12-14
ROK: Rockwell - Dissecting Auto – favorable risk vs. return 2018-12-14
COST: Costco Wholesale - When Clarity Leads To Confusion; Staying Long Issaquah . . . Remain Accumulate-Rated with $255 Price Target 2018-12-13
GE: General Electric Co. - Imagination still at work? 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) 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 2018-12-13
LOW: Lowe's - Post Analyst Day Takes; Raising Estimates & Price Target to $99, Still HD > LOW 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) 2018-12-12
EMR: Emerson - Downgrading to Hold; Energy + China pressures 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 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) 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 2018-12-11
Multi-Industry - Global Debt Binge Sounds Warning Bell 2018-12-11
Reinsurance: Alt. Reinsurance Will Mute Jan. 1st Renewals 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) 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 2018-12-10
ITW: ITW - 2018 Investor Day optimism 2018-12-07
Conference Call - Outlook for Corporate Change within the Industrials Landscape 2018-12-07
December 3 - December 7 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) 2018-12-07

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