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MMM: 3M - Cutting estimates; in the penalty box
MMM: 3M - Cutting estimates; in the penalty box
9-18-2019 Multi-Industry - John Inch
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Multi-Industry - Clearing the decks (Part 2); Recession...
Multi-Industry - Clearing the decks (Part 2); Recession Handbook
9-18-2019 Multi-Industry - John Inch
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CBRL: Cracker Barrel - F4Q Topline Strong, but CBRL...
CBRL: Cracker Barrel - F4Q Topline Strong, but CBRL Pointing to Cautious NT Outlook; Lofty Valuat...
9-17-2019 Restaurants - Jeff Farmer
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AT&T boss may not be headed out to pasture yet,...
AT&T boss may not be headed out to pasture yet, PayPal’s wallet is stuffed, SeaWorld can’t find i...
9-17-2019 Event-Driven Research - Don Bilson
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Proprietary data (MRO distribution web traffic report –...
Proprietary data (MRO distribution web traffic report – industrial MRO traffic sequentially stabl...
9-17-2019 Multi-Industry - John Inch
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Proprietary data (Industrial products pricing – GWW...
Proprietary data (Industrial products pricing – GWW sequential pricing relatively flat; MSC prici...
9-17-2019 Multi-Industry - John Inch
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Ten candid questions for Apollo’s Josh Harris, Peltz...
Ten candid questions for Apollo’s Josh Harris, Peltz limbering up to do some Procter cartwheels, ...
9-16-2019 Event-Driven Research - Don Bilson
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P/C Insurance Pricing Cycle: A Correction, Not a Hard...
P/C Insurance Pricing Cycle: A Correction, Not a Hard Market
9-16-2019 Insurance - Bill Wilt
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GRUB: Grubhub Inc - Non-Restaurant Delivery Partnerships...
GRUB: Grubhub Inc - Non-Restaurant Delivery Partnerships Poised to be Next Trial & Awareness Driv...
9-16-2019 Restaurants - Robert Mollins
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August 2019 Macro Survey - The Consumer’s Outlook on the...
August 2019 Macro Survey - The Consumer’s Outlook on the Macro Looks Favorable Heading into the F...
9-16-2019 Retail - Chuck Grom
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Insurers’ Liability in Abuse Claims: First Post-CVA...
Insurers’ Liability in Abuse Claims: First Post-CVA Bankruptcy
9-13-2019 Insurance - Bill Wilt
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ETN: Eaton - Investor meeting highlights
ETN: Eaton - Investor meeting highlights
9-13-2019 Multi-Industry - John Inch
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Carrier juices up its deal team, “working group” at DXC...
Carrier juices up its deal team, “working group” at DXC might appeal to an activist, Lawrie-gazin...
9-13-2019 Event-Driven Research - Don Bilson
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August ’19 Retail Sales Recap - Core Retail Sales Rise...
August ’19 Retail Sales Recap - Core Retail Sales Rise 3.6% YOY; BTS Segments Demonstrate Strengt...
9-13-2019 Retail - Chuck Grom
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DRI: Darden Restaurants - Near-term Risk/Reward Profile...
DRI: Darden Restaurants - Near-term Risk/Reward Profile Skewed Toward Risk w/ DRI Shares at Peak ...
9-13-2019 Restaurants - Jeff Farmer
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HDS: HD Supply - Model update
HDS: HD Supply - Model update
9-12-2019 Multi-Industry - John Inch
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GE: General Electric Co. - Investor conf highlights;...
GE: General Electric Co. - Investor conf highlights; incremental Aviation, Pension, Insurance cha...
9-12-2019 Multi-Industry - John Inch
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HON: Honeywell - Investor conference highlights
HON: Honeywell - Investor conference highlights
9-12-2019 Multi-Industry - John Inch
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ValueAct shows up as LKQ’s “risk factor,” a sudden...
ValueAct shows up as LKQ’s “risk factor,” a sudden ending to the Lawrie Era at DXC, upcoming “com...
9-12-2019 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/...
CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/ Fried Chicken Launch/Advertising Tailwind; ...
9-12-2019 Restaurants - Jeff Farmer

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