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TSCO: Tractor Supply Company - Orscheln Farm & Home...
TSCO: Tractor Supply Company - Orscheln Farm & Home Deal Looks At Least 4.0%-6.0% Accretive; Data...
2-17-2021 Retail - Chuck Grom, CFA, CPA
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13F Analysis: (LH, SEE, DBX, VIAC, DISCA, PFG, NI, FE,...
13F Analysis: (LH, SEE, DBX, VIAC, DISCA, PFG, NI, FE, CNP, CIEN, NLOK, BXP, KBR, AVNT, DAN)
2-17-2021 Event-Driven Research - Don Bilson
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January '21 Retail Sales Recap - Core up +4.7% YOY...
January '21 Retail Sales Recap - Core up +4.7% YOY . . . Best Month Since September: Winners = Sp...
2-17-2021 Retail - Chuck Grom, CFA, CPA
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CHH: Choice Hotels - 4Q20 1st Look: Topline &...
CHH: Choice Hotels - 4Q20 1st Look: Topline & EBITDA Miss Concerning, but Expect Street to Look T...
2-17-2021 Lodging - Robert Mollins
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HLT: Hilton - 4Q20 1st Look: Expecting Investors to...
HLT: Hilton - 4Q20 1st Look: Expecting Investors to Shrug Off the Modest EBITDA/EPS Shortfall w/ ...
2-17-2021 Lodging - Robert Mollins
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February Data Science Update: Yellow Flag - Weather +...
February Data Science Update: Yellow Flag - Weather + Delayed Tax Refunds Likely to Blame: In Fo...
2-17-2021 Retail - Chuck Grom, CFA, CPA
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EMR: Emerson - Steady as she goes; “V” recovery on track
EMR: Emerson - Steady as she goes; “V” recovery on track
2-16-2021 Multi-Industry - John Inch
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Eyeing something other than the VIX at CBOE, Sellside...
Eyeing something other than the VIX at CBOE, Sellside desks loading up on Discovery, CoStar looki...
2-16-2021 Event-Driven Research - Don Bilson
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WMT: Walmart - Reading The 4Q Print: Raising 4Q SSS...
WMT: Walmart - Reading The 4Q Print: Raising 4Q SSS Forecast to ~8.0% + Modeling ~3.0% EPS Growth...
2-16-2021 Retail - Chuck Grom, CFA, CPA
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VNT: Vontier - Model update
VNT: Vontier - Model update
2-12-2021 Multi-Industry - John Inch
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Expedia won't fuel the crazy talk, Coherent now...
Expedia won't fuel the crazy talk, Coherent now part of a Royal Rumble, Icahn joins the crowd at ...
2-12-2021 Event-Driven Research - Don Bilson
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CGNX: Cognex - Strong beat and upside guidance driven...
CGNX: Cognex - Strong beat and upside guidance driven by logistics strength
2-12-2021 Multi-Industry - Karen Lau
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P/C Insurers Want Out of the Life/Annuity Business –...
P/C Insurers Want Out of the Life/Annuity Business – Why?
2-12-2021 Insurance - Bill Wilt
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MCD: McDonald's - Tracking COVID Cases,...
MCD: McDonald's - Tracking COVID Cases, Restrictions & Vaccination Progress for “Big 5” Markets i...
2-12-2021 Restaurants - Jeff Farmer
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BJRI: BJ's Restaurants - QTD AWS Update Offers...
BJRI: BJ's Restaurants - QTD AWS Update Offers Favorable Read Through for CAKE, RRGB & EAT; Stree...
2-11-2021 Restaurants - Jeff Farmer
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WH: Wyndham - Downward ’21E EBITDA Revisions Coming,...
WH: Wyndham - Downward ’21E EBITDA Revisions Coming, but Staying Constructive w/ the Internationa...
2-11-2021 Lodging - Robert Mollins
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Dusting off the Elanco playbook at International...
Dusting off the Elanco playbook at International Flavors, Microsoft deal-makers walking on pins a...
2-11-2021 Event-Driven Research - Don Bilson
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VNT: Vontier - In-line 4Q20 results; 2H21 guidance...
VNT: Vontier - In-line 4Q20 results; 2H21 guidance headwinds
2-11-2021 Multi-Industry - John Inch
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CAKE: Cheesecake Factory - Looking for EPS & SSS...
CAKE: Cheesecake Factory - Looking for EPS & SSS Miss w/ Street Ests Not Reflecting Nov/Dec Indoo...
2-11-2021 Restaurants - Jeff Farmer
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EMR: Emerson - Model update
EMR: Emerson - Model update
2-10-2021 Multi-Industry - John Inch

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