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GRUB: Grubhub Inc - Focus on Sustainable High-Quality...
GRUB: Grubhub Inc - Focus on Sustainable High-Quality Diner Growth and Ignore the Low-Quality Din...
5-20-2019 Restaurants - Robert Mollins
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M: Macy's - Model Update & Drive-By Bull/Bear...
M: Macy's - Model Update & Drive-By Bull/Bear Recap = Tweaking FY18/19 Estimates A Bit Higher . ....
5-20-2019 Retail - Chuck Grom
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Smoke and now fire at Lions Gate, American Airlines...
Smoke and now fire at Lions Gate, American Airlines could use a push; Medicines Co scores on a co...
5-20-2019 Event-Driven Research - Don Bilson
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ETN: Eaton - Risks of cycle peak
ETN: Eaton - Risks of cycle peak
5-20-2019 Multi-Industry - John Inch
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Multi-Industry - Inch Questions (IQ) for management –...
Multi-Industry - Inch Questions (IQ) for management – EPG edition
5-17-2019 Multi-Industry - John Inch
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Valvoline plan fails to inspire, Denner dialing up the...
Valvoline plan fails to inspire, Denner dialing up the pressure at Ironwood, Halliburton comp pro...
5-17-2019 Event-Driven Research - Don Bilson
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GE: General Electric Co. - Mounting GE Healthcare...
GE: General Electric Co. - Mounting GE Healthcare challenges
5-17-2019 Multi-Industry - John Inch
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FTV: Fortive Corp. - Putting the “fort” in Fortive
FTV: Fortive Corp. - Putting the “fort” in Fortive
5-17-2019 Multi-Industry - John Inch
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BJ: BJ's Wholesale Club, Inc. - Reading the 1Q...
BJ: BJ's Wholesale Club, Inc. - Reading the 1Q Print: We See 1.5% SSS and Modest EPS Beat = Reite...
5-17-2019 Retail - Chuck Grom
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GWW: Grainger - Upgrading to Hold; EPG could provide...
GWW: Grainger - Upgrading to Hold; EPG could provide near term stabilization
5-17-2019 Multi-Industry - John Inch
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WMT: Walmart - Upgrading to Accumulate-Rated, Betting on...
WMT: Walmart - Upgrading to Accumulate-Rated, Betting on Bentonville To Show Continued GPM/EBIT G...
5-17-2019 Retail - Chuck Grom
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JACK: Jack in the Box - Quick Hits from Earnings Call:...
JACK: Jack in the Box - Quick Hits from Earnings Call: Value-based LTO Promos Moving SSS & Traffi...
5-16-2019 Restaurants - Jeff Farmer
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ROK: Rockwell - Framework for success; near term auto...
ROK: Rockwell - Framework for success; near term auto wrinkle
5-16-2019 Multi-Industry - John Inch
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Centene clarification could use more clarity, five-year...
Centene clarification could use more clarity, five-year handcuffs aren’t a problem at Allergan, n...
5-16-2019 Event-Driven Research - Don Bilson
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13-F Analysis (LOGM, LPX, GCP, REZI, ARMK, VVV, FCX,...
13-F Analysis (LOGM, LPX, GCP, REZI, ARMK, VVV, FCX, ACHC, BERY, CC, Jana, JAZZ, LKQ, LM, PENN)
5-16-2019 Event-Driven Research - Don Bilson
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GE: General Electric Co. - BioPharma deal risk?
GE: General Electric Co. - BioPharma deal risk?
5-16-2019 Multi-Industry - John Inch
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MMM: 3M - PFAScinating discussion
MMM: 3M - PFAScinating discussion
5-16-2019 Multi-Industry - John Inch
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TSCO: Tractor Supply Company - Beer Never Broke My Heart...
TSCO: Tractor Supply Company - Beer Never Broke My Heart . . . 2019 Analyst Day Notes – Stay Buy ...
5-15-2019 Retail - Chuck Grom
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JACK: Jack in the Box - With Clarity on Sale Process...
JACK: Jack in the Box - With Clarity on Sale Process & Capital Structure in Hand, We Expect Inves...
5-15-2019 Restaurants - Jeff Farmer
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ITW: ITW - M&A slowly moving back into sights
ITW: ITW - M&A slowly moving back into sights
5-15-2019 Multi-Industry - John Inch

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