| HD Supply (In-line F1Q19, but F2Q19 miss- weak May and full-year guidance cut)
|
Inch, John |
2019-06-11 |
| Multi-Industry - Aerospace tie-up twists and wrinkles
|
Inch, John |
2019-06-11 |
| A missile shot from United Technologies, Salesforce returns for Tableau, death of M&A has been greatly exaggerated, the rebuild at Kraft starts now (UTX, CRM, 2019 M&A, KHC, ADS, NBR)
|
Bilson, Don |
2019-06-10 |
| Proprietary data (Industrial products pricing - no price increase despite tariff hike; Mexico exposure)
|
Inch, John |
2019-06-10 |
| Atlantic Hurricane Study 2019
|
Wilt, Bill |
2019-06-10 |
| May 2019 Macro Survey - Blocking Out The “Noise” – Consumer Outlook Mixed; Trade-War Rhetoric Making Consumers Think Twice
|
Grom, Chuck |
2019-06-10 |
| MSM: MSC - Downgrading to Hold; fading fortunes
|
Inch, John |
2019-06-10 |
| Multi-Industry - 3M: PFAS conference call #2
|
Inch, John |
2019-06-10 |
| Multi-Industry - The coming margin recession
|
Inch, John |
2019-06-10 |
| WMT: Walmart - ALERT ( 5 Takes From Shareholder Meeting in Bentonville, Remain Accumulate-Rated as WMT Gets Ready to Break Out
|
Grom, Chuck |
2019-06-07 |
| GE: General Electric Co. - Power competition further heats up
|
Inch, John |
2019-06-07 |
| HOME: At Home Group - No Guts, No Glory . . . Upgrade to Accumulate from Hold Post ~60% Air Pocket, 4:1 Upside/Downside Scenario
|
Grom, Chuck |
2019-06-07 |
| Time to dust off the pitch-books at Arconic, Campbell Soup has some new gains to protect next week, looking for a better sophomore year from Perspecta (ARNC, QEP, CPB, PRSP, FLT)
|
Bilson, Don |
2019-06-07 |
| PLAY: Dave & Buster's - Looking for Modest F1Q SSS Shortfall with Weak Segment Trends in April; Expect Reiteration of All Key Guidance Items
|
Farmer, Jeff |
2019-06-07 |
| FTV: Fortive Corp. - Key EHSQ bolt-on; software march presses on
|
Inch, John |
2019-06-06 |
| Occidental CEO added to the endangered species list, a Starboardian answer for recent volume spike at GCP, Casey’s puts its future in the hands of a pancake artist (OXY, GCP, CASY, DOW, ETN)
|
Bilson, Don |
2019-06-06 |
| GRUB: Grubhub Inc - First Mover Advantage in Offering More Than Just Delivery Is Poised to Pay Off in the Backdrop of Evolving Partnership Models
|
Mollins, Robert |
2019-06-06 |
| GE: General Electric Co. - Culture Club
|
Inch, John |
2019-06-06 |
| FIVE: Five Below - Management Call Back Alleviates Concerns on 2Q Guide & $5+ “Proof of Concept” Rollout; Underlying Drivers Intact . . . Post 1Q
|
Grom, Chuck |
2019-06-05 |
| COST: Costco Wholesale - May Flowers without April Showers = 4.3% SSS in May, Slight Decel on Stacks . . . But Solid Print from Issaquah
|
Grom, Chuck |
2019-06-05 |