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Title Date
HD Supply (In-line F1Q19, but F2Q19 miss- weak May and full-year guidance cut) 2019-06-11
Multi-Industry - Aerospace tie-up twists and wrinkles 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) 2019-06-10
Proprietary data (Industrial products pricing - no price increase despite tariff hike; Mexico exposure) 2019-06-10
Atlantic Hurricane Study 2019 2019-06-10
May 2019 Macro Survey - Blocking Out The “Noise” – Consumer Outlook Mixed; Trade-War Rhetoric Making Consumers Think Twice 2019-06-10
MSM: MSC - Downgrading to Hold; fading fortunes 2019-06-10
Multi-Industry - 3M: PFAS conference call #2 2019-06-10
Multi-Industry - The coming margin recession 2019-06-10
WMT: Walmart - ALERT ( 5 Takes From Shareholder Meeting in Bentonville, Remain Accumulate-Rated as WMT Gets Ready to Break Out 2019-06-07
GE: General Electric Co. - Power competition further heats up 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 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) 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 2019-06-07
FTV: Fortive Corp. - Key EHSQ bolt-on; software march presses on 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) 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 2019-06-06
GE: General Electric Co. - Culture Club 2019-06-06
FIVE: Five Below - Management Call Back Alleviates Concerns on 2Q Guide & $5+ “Proof of Concept” Rollout; Underlying Drivers Intact . . . Post 1Q 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 2019-06-05

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