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Occidental CEO added to the endangered species list, a...
Occidental CEO added to the endangered species list, a Starboardian answer for recent volume spik...
6-6-2019 Event-Driven Research - Don Bilson
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GRUB: Grubhub Inc - First Mover Advantage in Offering...
GRUB: Grubhub Inc - First Mover Advantage in Offering More Than Just Delivery Is Poised to Pay Of...
6-6-2019 Restaurants - Robert Mollins
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GE: General Electric Co. - Culture Club
GE: General Electric Co. - Culture Club
6-6-2019 Multi-Industry - John Inch
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FIVE: Five Below - Management Call Back Alleviates...
FIVE: Five Below - Management Call Back Alleviates Concerns on 2Q Guide & $5+ “Proof of Concept” ...
6-5-2019 Retail - Chuck Grom
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COST: Costco Wholesale - May Flowers without April...
COST: Costco Wholesale - May Flowers without April Showers = 4.3% SSS in May, Slight Decel on Sta...
6-5-2019 Retail - Chuck Grom
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ITT: ITT - Manageable Mexico
ITT: ITT - Manageable Mexico
6-5-2019 Multi-Industry - John Inch
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A second way to skin the cat at DXC, LabCo loses its...
A second way to skin the cat at DXC, LabCo loses its king, HealthEquity means business at WageWor...
6-5-2019 Event-Driven Research - Don Bilson
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Multi-Industry - 3M: PFAS conference call #2
Multi-Industry - 3M: PFAS conference call #2
6-5-2019 Multi-Industry - John Inch
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GE: General Electric Co. - Missing the power boat
GE: General Electric Co. - Missing the power boat
6-5-2019 Multi-Industry - John Inch
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CBRL: Cracker Barrel - F3Q Call Quick Hits: Relief That...
CBRL: Cracker Barrel - F3Q Call Quick Hits: Relief That Cash Return to Shareholders Continues; FY...
6-4-2019 Restaurants - Jeff Farmer
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CBRL: Cracker Barrel - F3Q19 First Look: In-Line SSS...
CBRL: Cracker Barrel - F3Q19 First Look: In-Line SSS & EPS, Pork Inflation Sidestepped in Near-te...
6-4-2019 Restaurants - Jeff Farmer
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No more Portuguese language classes for Lyondell, United...
No more Portuguese language classes for Lyondell, United Rentals getting ready for winter, Contin...
6-4-2019 Event-Driven Research - Don Bilson
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RH: RH - Bobbin’ & Weavin’ . . . Upgrading to Hold...
RH: RH - Bobbin’ & Weavin’ . . . Upgrading to Hold from Reduce As Stock Falls Below $88 Price Target
6-4-2019 Retail - Chuck Grom
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COST: Costco Wholesale - May SSS Pre-Game = Expecting a...
COST: Costco Wholesale - May SSS Pre-Game = Expecting a Solid Month . . . Modeling a Core SSS of ...
6-4-2019 Retail - Chuck Grom
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HDS: HD Supply - Cautious into F1Q19 print; FM...
HDS: HD Supply - Cautious into F1Q19 print; FM resilience a focus
6-4-2019 Multi-Industry - John Inch
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Humana knocks out event-driven types at Centene,...
Humana knocks out event-driven types at Centene, Infineon hoping for a better result with newest ...
6-3-2019 Event-Driven Research - Don Bilson
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FIVE: Five Below - Reading The 1Q Print = Buyers Into...
FIVE: Five Below - Reading The 1Q Print = Buyers Into Print as ‘19/’20 Self Help Drivers > 2QTD C...
6-3-2019 Retail - Chuck Grom
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ROK: Rockwell - Mexican standoff
ROK: Rockwell - Mexican standoff
6-3-2019 Multi-Industry - John Inch
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Multi-Industry - Grab your Tequila! Mexico tariffs hit...
Multi-Industry - Grab your Tequila! Mexico tariffs hit more than just Auto
5-31-2019 Multi-Industry - John Inch
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Mantle Ridge ready to make a run at Aramark; standoff...
Mantle Ridge ready to make a run at Aramark; standoff continues at Centene, Molina standalone pla...
5-31-2019 Event-Driven Research - Don Bilson

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