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Title Date Pages
Honeywell signals getting louder, Teleflex looking for IPO casualties, DraftKings has shown an explosive burst, Walgreen’s coughing its way into the $30s (HON, TFX, GRUB, DKNG, WBA) 2020-05-14 4
Multi-Industry - Sizing up cost actions + decremental targets 2020-05-14 7
JACK: Jack in the Box - All Ears on QTD SSS w/ Tomorrow’s Earnings Call; Wendy’s & BK Franchisee SSS Have Impressed – Looking for JACK to Follow Suit 2020-05-13 5
DOV: Dover - Portfolio strengthening actions on track 2020-05-13 3
HON: Honeywell - Implementing its recession playbook; Managing Towards Growth 2020-05-13 4
ROK: Rockwell - Share gains ahead 2020-05-13 4
Deal tables waiting on a Grubhub delivery, roster building at NetApp, a refresh at FactSet, Double shot of AMC speculation (GRUB, NTAP, FDS, BHC, CVLT, AMC Deal Talk) 2020-05-13 4
Web Traffic Data Update (5/13) - Home Improve Continues to Shine – Led By HD, LOW, & TSCO... Essential Slow but Still +; Wayfair Up ~116% YOY; KSS + JWN > M + JCP 2020-05-13 4
Elliott re-news Alexion attack on eve of AGM, PNC looks to spin BlackRock into gold, Cornerstone turns the page, David Simon is on fire (ALXN, PNC, CSOD, SPG, PENN, SPAC Talk, CCOI) 2020-05-12
IR: Ingersoll Rand - Slight 1Q20 EBITDA miss driven by China; impressive margins 2020-05-12 5
“Reopening” of Casual Dining: Everything You Need to Know - Return of In-Restaurant Dining in 21 States & End of Stay-at-Home in 19 States: Casual Dining Demand Tipping Point Is Here 2020-05-12 8
Apple Mobility Trends/INRIX Data (5/11) - They Are Driving . . . But Are They Shopping? Traffic +15.4% in May + Up 56.1% From the Bottom in Early April 2020-05-12 7
HON: Honeywell - Managing for recovery; reiterate long HON vs. GE 2020-05-11 6
Czeching a 13-D box at Macy's, Coty snags an elephant, back to the future at Xilinx, Motorola back at ground zero (M, COTY, XLNX, Saunders, MSI, BAM, BLMN) 2020-05-11
Capital Management: Time for P/C Insurers to Raise Debt 2020-05-11 4
April 2020 Macro Survey (#37) - Sentiment Index Recovers to 38.1 vs. 94.0 Average + Amazon Share Gains by Category + “Things” > “Experiences” 2020-05-11 8
DD: DUPONT DE NEMOURS INC - Essentially diversified; raising PT to $60; reiterate long DD short MMM 2020-05-11 5
The Weekend Warrior (5/8/20) - In Focus: Wayfair’s LT Margin Profile, Sprout’s Return to Growth, Our 3 Buckets for Top Long Ideas, & Stimulus Payout Progress 2020-05-08 10
BLMN: Bloomin Brands, Inc. - We See BLMN Further Distinguishing Itself as an AUV Recovery Play as the Restaurant Reopening Pace Accelerates in Coming Weeks 2020-05-08 5
Elanco falling farther behind, a wobbly day at ServiceMaster, Teradata finds its new play-caller, elephant talk at Extended Stay (ELAN, SERV, TDC, BHC, BAM, STAY, IVZ, OSK) 2020-05-08 5

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