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13F Analysis (ALKS, Elliott, Eminence, BX, A, Jana, NWL,...
13F Analysis (ALKS, Elliott, Eminence, BX, A, Jana, NWL, NAV, Trian, HPQ, ACIW, SERV, FDX, AOS, M...
5-18-2020 Event-Driven Research - Don Bilson
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Social Distancing Restaurant Consumer Survey (pt. 7) -...
Social Distancing Restaurant Consumer Survey (pt. 7) - Consumers Report Being More Comfortable Ma...
5-18-2020 Restaurants - Jeff Farmer
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MCD: McDonald's - IOM Segment Restaurant Reopening...
MCD: McDonald's - IOM Segment Restaurant Reopening Wheels Beginning to Spin: See Major Market SSS...
5-18-2020 Restaurants - Jeff Farmer
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Tracking the Consumer & COVID-19 (Week #10) - Not So...
Tracking the Consumer & COVID-19 (Week #10) - Not So Fast!! Re-Opening Optimism Takes A Step Back...
5-17-2020 Retail - Chuck Grom, CFA, CPA
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The Weekend Warrior (5/15/20) - Sticking w/Barbell...
The Weekend Warrior (5/15/20) - Sticking w/Barbell Strategy Into EPS ( Offensive (W, TJX, TGT, WS...
5-15-2020 Retail - Chuck Grom, CFA, CPA
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April ’20 Retail Sales Recap - Core April Sales Drop...
April ’20 Retail Sales Recap - Core April Sales Drop 18.4% - Similar to March, Grocery Chains, Di...
5-15-2020 Retail - Chuck Grom, CFA, CPA
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A possible explanation for the February one-eighty at...
A possible explanation for the February one-eighty at Dropbox, swap-talk at McKesson, Peltz is ke...
5-15-2020 Event-Driven Research - Don Bilson
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JACK: Jack in the Box - JACK Kept Us Waiting for QTD SSS...
JACK: Jack in the Box - JACK Kept Us Waiting for QTD SSS and the Numbers Were Worth the Wait: +8%...
5-14-2020 Restaurants - Jeff Farmer
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Honeywell signals getting louder, Teleflex looking for...
Honeywell signals getting louder, Teleflex looking for IPO casualties, DraftKings has shown an ex...
5-14-2020 Event-Driven Research - Don Bilson
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Multi-Industry - Sizing up cost actions + decremental...
Multi-Industry - Sizing up cost actions + decremental targets
5-14-2020 Multi-Industry - John Inch
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JACK: Jack in the Box - All Ears on QTD SSS w/...
JACK: Jack in the Box - All Ears on QTD SSS w/ Tomorrow’s Earnings Call; Wendy’s & BK Franchisee ...
5-13-2020 Restaurants - Jeff Farmer
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DOV: Dover - Portfolio strengthening actions on track
DOV: Dover - Portfolio strengthening actions on track
5-13-2020 Multi-Industry - John Inch
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HON: Honeywell - Implementing its recession playbook;...
HON: Honeywell - Implementing its recession playbook; Managing Towards Growth
5-13-2020 Multi-Industry - John Inch
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ROK: Rockwell - Share gains ahead
ROK: Rockwell - Share gains ahead
5-13-2020 Multi-Industry - John Inch
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Deal tables waiting on a Grubhub delivery, roster...
Deal tables waiting on a Grubhub delivery, roster building at NetApp, a refresh at FactSet, Doubl...
5-13-2020 Event-Driven Research - Don Bilson
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Web Traffic Data Update (5/13) - Home Improve Continues...
Web Traffic Data Update (5/13) - Home Improve Continues to Shine – Led By HD, LOW, & TSCO... Esse...
5-13-2020 Retail - Chuck Grom, CFA, CPA
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Elliott re-news Alexion attack on eve of AGM, PNC looks...
Elliott re-news Alexion attack on eve of AGM, PNC looks to spin BlackRock into gold, Cornerstone ...
5-12-2020 Event-Driven Research - Don Bilson
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IR: Ingersoll Rand - Slight 1Q20 EBITDA miss driven by...
IR: Ingersoll Rand - Slight 1Q20 EBITDA miss driven by China; impressive margins
5-12-2020 Multi-Industry - Ivana Delevska
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“Reopening” of Casual Dining: Everything You Need to...
“Reopening” of Casual Dining: Everything You Need to Know - Return of In-Restaurant Dining in 21 ...
5-12-2020 Restaurants - Jeff Farmer
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Apple Mobility Trends/INRIX Data (5/11) - They Are...
Apple Mobility Trends/INRIX Data (5/11) - They Are Driving . . . But Are They Shopping? Traffic +...
5-12-2020 Retail - Chuck Grom

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