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AT&T sees at least $4.50 on the horizon, Tiffany...
AT&T sees at least $4.50 on the horizon, Tiffany finally receives an engagement ring, JetBlue win...
10-28-2019 Event-Driven Research - Don Bilson
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EMR: Emerson - Minor headline Sept order softening;...
EMR: Emerson - Minor headline Sept order softening; underlying orders relatively steady
10-28-2019 Multi-Industry - John Inch
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MMM: 3M - 3Q19 10-Q PFAS update
MMM: 3M - 3Q19 10-Q PFAS update
10-28-2019 Multi-Industry - John Inch
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American CEO can hear footsteps, throwing Nokia/Juniper...
American CEO can hear footsteps, throwing Nokia/Juniper file in the garbage, cloudy days ahead at...
10-25-2019 Event-Driven Research - Don Bilson
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Social Inflation is Back! Are People Just Angry?
Social Inflation is Back! Are People Just Angry?
10-25-2019 Insurance - Bill Wilt
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ITW: ITW - 3Q19 in-line with Street on core ops
ITW: ITW - 3Q19 in-line with Street on core ops
10-25-2019 Multi-Industry - John Inch
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BLMN: Bloomin Brands, Inc. - Expect 3Q SSS...
BLMN: Bloomin Brands, Inc. - Expect 3Q SSS Shortfall/Downward Revision to 2019 SSS Guidance; At <...
10-25-2019 Restaurants - Jeff Farmer
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FND: Floor & Decor Holdings - Reading the 3Q Print:...
FND: Floor & Decor Holdings - Reading the 3Q Print: Good Model + Great Retail Vertical = Remainin...
10-25-2019 Retail - Chuck Grom
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CGNX: Cognex - 3Q19 preview; acquisition cements deep...
CGNX: Cognex - 3Q19 preview; acquisition cements deep learning leadership
10-25-2019 Multi-Industry - Karen Lau
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BJRI: BJ's Restaurants - 3Q SSS Miss Underscores...
BJRI: BJ's Restaurants - 3Q SSS Miss Underscores BJRI’s Eroding Market Share Gains; 2020E Street ...
10-24-2019 Restaurants - Jeff Farmer
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ROK: Rockwell - Puts & takes from PTC’s F4Q19
ROK: Rockwell - Puts & takes from PTC’s F4Q19
10-24-2019 Multi-Industry - John Inch
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TSCO: Tractor Supply Company - Talladega = Post 3Q Takes...
TSCO: Tractor Supply Company - Talladega = Post 3Q Takes Following Another Solid Print from the Nash
10-24-2019 Retail - Chuck Grom
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eBay sputters out, Fortune Brands leaves the cabinet...
eBay sputters out, Fortune Brands leaves the cabinet door open, PTC breaks its slump, prayers for...
10-24-2019 Event-Driven Research - Don Bilson
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MSM: MSC - Slight F4Q19 beat on margins; sizeable F1Q20...
MSM: MSC - Slight F4Q19 beat on margins; sizeable F1Q20 miss not unexpected
10-24-2019 Multi-Industry - John Inch
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MMM: 3M - Another core growth miss and significant...
MMM: 3M - Another core growth miss and significant guide-down
10-24-2019 Multi-Industry - John Inch
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EAT: Brinker International - Looking for Modest SSS...
EAT: Brinker International - Looking for Modest SSS & EPS Upside; Compelling Risk/Reward with Ear...
10-24-2019 Restaurants - Jeff Farmer
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Multi-Industry (Takeaways from Process trade show )
Multi-Industry (Takeaways from Process trade show )
10-24-2019 Multi-Industry - John Inch
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Nike draft pick has a lot of upside, JetBlue holding on...
Nike draft pick has a lot of upside, JetBlue holding on to the dream, UTX CFO now a free agent, B...
10-23-2019 Event-Driven Research - Don Bilson
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GWW: Grainger - Weak gross margins drive unexpected 3Q19...
GWW: Grainger - Weak gross margins drive unexpected 3Q19 miss
10-23-2019 Multi-Industry - John Inch
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WING: Wingstop - Looking for SSS & EPS Upside;...
WING: Wingstop - Looking for SSS & EPS Upside; Valuation Outsized – But We Expect the Company’s L...
10-23-2019 Restaurants - Jeff Farmer

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