Keyword

Tickers

Clear search
⬤
A re-birth at Colfax, Acadia drowns in choppy LBO...
A re-birth at Colfax, Acadia drowns in choppy LBO waters, ZAYO collapse brings lookie loos, Veriz...
11-19-2018 Event-Driven Research - Don Bilson
⬤
Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI,...
Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI, BLMN, CMG & MCD
11-16-2018 Restaurants - Jeff Farmer
⬤
WSM: Williams-Sonoma - It's Hard To Bet The...
WSM: Williams-Sonoma - It's Hard To Bet The "Over" Right Now; Bear > Bull, Lowering PT to $53
11-16-2018 Retail - Chuck Grom
⬤
November 12 November 16
November 12 November 16
11-16-2018 Event-Driven Weekly - Event-Driven Team
⬤
Ninety is the new sixty at United Technologies, lowering...
Ninety is the new sixty at United Technologies, lowering LBO odds at Berry, is Flex worried about...
11-16-2018 Event-Driven Research - Don Bilson
⬤
Capital Management Has Slowed, to New Norm
Capital Management Has Slowed, to New Norm
11-16-2018 Insurance - Bill Wilt
⬤
GHRA ROIC Quarterly: Taking Stock of Value Creation -...
GHRA ROIC Quarterly: Taking Stock of Value Creation - Tax Reform Has Driven Improved ROIC Across ...
11-16-2018 Restaurants - Jeff Farmer
⬤
MMM: 3M - Growth inching up
MMM: 3M - Growth inching up
11-16-2018 Multi-Industry - John Inch
⬤
WMT: Walmart - To Whom Much is Given . . . Much Is...
WMT: Walmart - To Whom Much is Given . . . Much Is Expected; Stay Hold-Rated on Bentonville, Valu...
11-15-2018 Retail - Chuck Grom
⬤
JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post...
JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post 3Q Thoughts; Stay Hold-Rated with $1.25 Pr...
11-15-2018 Retail - Chuck Grom
⬤
13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ,...
13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ, NUAN, COMM, BERY, BCO)
11-15-2018 Event-Driven Research - Don Bilson
⬤
October ’18 Retail Sales Wrap - October Retail Sales...
October ’18 Retail Sales Wrap - October Retail Sales (Ex-Autos) Recovered Rising 6.7% YOY; 170bps...
11-15-2018 Retail - Chuck Grom
⬤
Multi-Industry - Model updates
Multi-Industry - Model updates
11-14-2018 Multi-Industry - John Inch
⬤
WING: Wingstop - WING Continues to Flex Business Model...
WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced a...
11-14-2018 Restaurants - Jeff Farmer
⬤
Acadia loses an extraneous part of its story, what's...
Acadia loses an extraneous part of its story, what's ahead for DaVita's standstill, Baxter buybac...
11-14-2018 Event-Driven Research - Don Bilson
⬤
M: Macy's - Haters Gonna Hate, Hate, Hate . . . But...
M: Macy's - Haters Gonna Hate, Hate, Hate . . . But We'll Fade, Fade, Fade =Stay Long Post Solid ...
11-14-2018 Retail - Chuck Grom
⬤
GWW: Grainger - Monthly pricing update – overall trends...
GWW: Grainger - Monthly pricing update – overall trends muted; private label pricing slowly incre...
11-14-2018 Multi-Industry - John Inch
⬤
Proprietary data report - Industrial products channel...
Proprietary data report - Industrial products channel pricing – muted increases
11-14-2018 Multi-Industry - John Inch
⬤
GE: General Electric Co. - BHGE fire sale
GE: General Electric Co. - BHGE fire sale
11-13-2018 Multi-Industry - John Inch
⬤
Advance Auto starting to heat up, Baker Hughes pops a...
Advance Auto starting to heat up, Baker Hughes pops a Nyquil, more changes at Halliburton, raisin...
11-13-2018 Event-Driven Research - Don Bilson

Contact us here for help accessing content or arranging a relationship with our firm.