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Kansas City train scooper is now pushing Alexion, DXC...
Kansas City train scooper is now pushing Alexion, DXC finds the finish line, four-year honeymoon ...
9-16-2020 Event-Driven Research - Don Bilson
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Social Inflation: It Will Conflate with COVID-19...
Social Inflation: It Will Conflate with COVID-19 Litigation
9-16-2020 Insurance - Bill Wilt
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CBRL: Cracker Barrel - SSS Recovery Solid, but Lagging...
CBRL: Cracker Barrel - SSS Recovery Solid, but Lagging Peers; Street EPS Estimates Poised to Fall...
9-15-2020 Restaurants - Jeff Farmer
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IR: Ingersoll Rand - Steady improvement pointing to more...
IR: Ingersoll Rand - Steady improvement pointing to more upside
9-15-2020 Multi-Industry - Ivana Delevska
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ETN: Eaton - Sequential optimism
ETN: Eaton - Sequential optimism
9-15-2020 Multi-Industry - John Inch
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Burlington Northern changeup weakens Kansas City...
Burlington Northern changeup weakens Kansas City thought, changing the channel at Sirius, deadlin...
9-15-2020 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - F4Q SSS & EPS Numbers Meet...
CBRL: Cracker Barrel - F4Q SSS & EPS Numbers Meet Street; SSS Recovery Trajectory in Recent Weeks...
9-15-2020 Restaurants - Jeff Farmer
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GH Retailing - Top 10 “Fantasy-Football” Based Awards...
GH Retailing - Top 10 “Fantasy-Football” Based Awards From 2Q20 Earnings . . . Stay Barbelled (Of...
9-15-2020 Retail - Chuck Grom, CFA, CPA
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DOV: Dover - Growth jewels
DOV: Dover - Growth jewels
9-14-2020 Multi-Industry - John Inch
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Low & Middle Market Pricing Study (#22) - DG Prices...
Low & Middle Market Pricing Study (#22) - DG Prices on Par with Walmart . . . While FDO Stands at...
9-14-2020 Retail - Chuck Grom, CFA, CPA
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EAT: Brinker International - Virtual Restaurant Momentum...
EAT: Brinker International - Virtual Restaurant Momentum Builds in August; Exclusive w/ DoorDash ...
9-14-2020 Restaurants - Jeff Farmer
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Gilead wins its own "Immunity Challenge,"...
Gilead wins its own "Immunity Challenge," NVIDIA's biceps are looking huge, Back to school sale a...
9-14-2020 Event-Driven Research - Don Bilson
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PLAY: Dave & Buster's - Stuck on Sidelines with:...
PLAY: Dave & Buster's - Stuck on Sidelines with: Protracted Store Re-openings, Downward SSS/EBITD...
9-10-2020 Restaurants - Jeff Farmer
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LKQ pledges allegiance to investment grade, Hologic...
LKQ pledges allegiance to investment grade, Hologic spits on Abbott's saliva test, Kroger's defen...
9-10-2020 Event-Driven Research - Don Bilson
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Glass shatters at Citi, the 208 train leaving Kansas...
Glass shatters at Citi, the 208 train leaving Kansas City is empty, ACI Worldwide fumbles the bal...
9-10-2020 Event-Driven Research - Don Bilson
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RH: RH - Serious FOMO On Our End . . . Great Print,...
RH: RH - Serious FOMO On Our End . . . Great Print, Raising Estimates/PT to $370 . . . Prefer HD,...
9-10-2020 Retail - Chuck Grom, CFA, CPA
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Property Cat: Wildfire Burden Rising; Rates to Accelerate
Property Cat: Wildfire Burden Rising; Rates to Accelerate
9-10-2020 Insurance - Bill Wilt
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WSM: Williams-Sonoma - The Trend Is Their Friend as Tone...
WSM: Williams-Sonoma - The Trend Is Their Friend as Tone Remains Bullish NT & LT; Key Takes from ...
9-10-2020 Retail - Chuck Grom, CFA, CPA
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CBRL: Cracker Barrel - Expect Core Market...
CBRL: Cracker Barrel - Expect Core Market Resilience/Cost Control to Drive Upside; Shares Reachin...
9-10-2020 Restaurants - Jeff Farmer
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There is still space on the “table” at GM, CoreLogic...
There is still space on the “table” at GM, CoreLogic finds its way back to 65, Tiffany is getting...
9-9-2020 Event-Driven Research - Don Bilson

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