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New HP defense looks much improved, eyeing Olin as an...
New HP defense looks much improved, eyeing Olin as an Axiall 2.0 candidate, a slump-busting quart...
2-25-2020 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from...
CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from Strong January Segment Trends & 15% Heat n’...
2-25-2020 Restaurants - Jeff Farmer
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FTV: Fortive Corp. - Vontier S-1 filing takeaways
FTV: Fortive Corp. - Vontier S-1 filing takeaways
2-25-2020 Multi-Industry - John Inch
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FIG deals falling out of the sky like hail, eight...
FIG deals falling out of the sky like hail, eight hundred basis points of mystery at Dropbox, a c...
2-24-2020 Event-Driven Research - Don Bilson
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AME: AMETEK, Inc. - Pricing power and M&A execution...
AME: AMETEK, Inc. - Pricing power and M&A execution continue to drive upside
2-24-2020 Multi-Industry - Ivana Delevska
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CGNX: Cognex - Model update
CGNX: Cognex - Model update
2-21-2020 Multi-Industry - Karen Lau
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W: Wayfair - Reading the 4Q Print = 4 Reasons to Be...
W: Wayfair - Reading the 4Q Print = 4 Reasons to Be Concerned, But Job Cuts Could Signal A Slowdo...
2-21-2020 Retail - Chuck Grom
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FND: Floor & Decor Holdings - Solid Print from the...
FND: Floor & Decor Holdings - Solid Print from the ATL - Set-Up in '20/'21 Remains Attractive - R...
2-20-2020 Retail - Chuck Grom
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SFM: Sprouts Farmers Markets - Bottom Is Likely In:...
SFM: Sprouts Farmers Markets - Bottom Is Likely In: Refined Promo Strategy = GPM “Source” . . . P...
2-20-2020 Retail - Chuck Grom
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TXRH: Texas Roadhouse - 4Q Impresses; See Jump in...
TXRH: Texas Roadhouse - 4Q Impresses; See Jump in Valuation Premium as Short Lived w/ Cost Pressu...
2-20-2020 Restaurants - Jeff Farmer
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BJRI: BJ's Restaurants - Traffic Woes/Cost Pressures...
BJRI: BJ's Restaurants - Traffic Woes/Cost Pressures Will Push Street #s Down; BJRI Believes Favo...
2-20-2020 Restaurants - Jeff Farmer
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JACK: Jack in the Box - Call Provided Greater Clarity on...
JACK: Jack in the Box - Call Provided Greater Clarity on One-timers, Accounting Impacts & Value S...
2-20-2020 Restaurants - Jeff Farmer
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The E*TRADE baby goes to work at Morgan Stanley, ALLY...
The E*TRADE baby goes to work at Morgan Stanley, ALLY deal gets a rude reception, a less than per...
2-20-2020 Event-Driven Research - Don Bilson
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China Industrial Land Snapshot - Stimulus, company...
China Industrial Land Snapshot - Stimulus, company comments and supply chain concerns re Covid-19...
2-20-2020 Multi-Industry - John Inch
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JACK: Jack in the Box - Noisy F1Q Release w/ Multiple...
JACK: Jack in the Box - Noisy F1Q Release w/ Multiple 1Xs; SSS Poised to Accelerate in F2Q with I...
2-19-2020 Restaurants - Jeff Farmer
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CAKE: Cheesecake Factory - 2020 SSS & EPS Guidance...
CAKE: Cheesecake Factory - 2020 SSS & EPS Guidance Intro Captures Street Estimates – but Accelera...
2-19-2020 Restaurants - Jeff Farmer
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WING: Wingstop - Tougher Comparisons Lay in Wait, But...
WING: Wingstop - Tougher Comparisons Lay in Wait, But Expect WING to Deliver Continued Best-in-Cl...
2-19-2020 Restaurants - Jeff Farmer
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False alarm at ACI Worldwide, Agilent hasn’t yet added...
False alarm at ACI Worldwide, Agilent hasn’t yet added Pershing to its recipe, sizing up a new co...
2-19-2020 Event-Driven Research - Don Bilson
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Home Improvement Data Science Update (4Q19) - Lowering...
Home Improvement Data Science Update (4Q19) - Lowering 4Q SSS Estimates = HD to 4.0% + LOW to 3.5...
2-19-2020 Retail - Chuck Grom
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WMT: Walmart - Buyers For 3 Reasons Post 4Q Print,...
WMT: Walmart - Buyers For 3 Reasons Post 4Q Print, Laterals for DG/DLTR/BJ/AMZN, Analyst Day Part...
2-18-2020 Retail - Chuck Grom

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