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Title Date Pages
COST: Costco Wholesale - Best of Both Worlds = 16.7% Core SSS as Traffic Trends Continue to Recover – Stay Long with $400 Price Target 2020-10-07 4
A king’s ransom on the table at Sirius, whale watching at Mattel, Steris deal splits the fairway, PTC boss gets a chance to re-load (SIRI, MAT, ESI, KSU, STE, PTC) 2020-10-07 4
Data Update: Foot Traffic Analysis (Through 10/3) - September Slows vs. August; Overall U.S. Traffic Down 15.4% YOY – Identifying Retail Winners & Losers with 2/3 of 3Q in the Books 2020-10-07 8
Reserving Risk Rises 2H20; Catalyst for Hardening Market 2020-10-07 5
MMM: 3M - Rising tide lifts all boats 2020-10-07
GE: General Electric Co. - Wells notice; management shuffle 2020-10-06 4
Big week for Whale Watchers, Alteryx swaps in new CEO following August swoon, Welltower puts its trust in the hands of a Millennial (13D Conference, AYX, WELL, ALXN, VNE) 2020-10-06 4
Tracking Consumer Behavior in a Covid World (Week #30) - Aversion Fears Continue to Drop . . . While Stock-Up + Home Spending Augments = Stick with 3 Legged Barbell Approach 2020-10-06 10
Bristol races off the sidelines with a heart-stopping deal, XPO “confirms” its review is back on, An interesting opening for Green Dot, It’s now Denner-time at Alkermes (BMY, XPO, DUK, GDOT, ALKS, Asset Mgmt, HMSY) 2020-10-05 5
COST: Costco Wholesale - September SSS Pre-Game = We See An 11.0% Core 2020-10-05 6
Peltz out to build a new heavyweight in asset management, Window opens at Valvoline, Bed & Bath now in the mix for two year-end awards (IVZ, JHG, VVV, TSLA, BBBY) 2020-10-02 4
NextEra’s Robo-cop puts Duke idea in the cuffs, Athene makes move on its Iowa neighbor, Edwards Era over at CommScope, Solar names heating up with Biden (NEE, ATH, COMM, AXTA, NOVA, FTDR) 2020-10-01 4
Broadlines & Hardlines Retail - Stimulus Thoughts = Survey Work Suggests Spending Intentions Will Mirror Round #1 . . . Positive for WMT, DG, DLTR, BJ, & ROST 2020-10-01 3
Social Inflation: Recession to Worsen Nuclear Verdicts 2020-10-01 3
September 2020 Macro Survey (#41) - GHRA Sentiment Index Expands To 72.3 . . .But Still Below 92.8 Average Since ’17; “CNN-Effect” Watch is Top of Mind Next 4-6 Weeks 2020-10-01 8
NextEra out to prove it can win at Duke, Pom-Pom sighting at Elanco, Two-month warning sounds at Synnex, Covestro’s Apollo odds take a dive (NEE, DUK, ELAN, SNX, CZR, 1COV-DE, NOVA) 2020-09-30 4
Forward Looking Booking Data Suggests Stay Defensive - WH and CHH Best Positioned for Decelerating Hotel Searches and Bookings in Coming Months 2020-09-30 10
BJ: BJ's Wholesale Club, Inc. - CC with CFO Eddy Reinforces Bullish NT & LT Prospects; 5 Key Takeaways . . . Stay Buy-Rated with $54 Price Target 2020-09-30 4
DD: DUPONT DE NEMOURS INC - S&C deep dive; valuation booster 2020-09-30 12
Restaurant Sector High Frequency Data Snapshot Through 9/28 - Analysis of 6 Different Data Sets Paints a Picture of Restaurant Sales/Traffic Recovery That’s Run Out of Steam Exiting September 2020-09-30 8

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