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COST: Costco Wholesale - Sometimes It Pays to Double...
COST: Costco Wholesale - Sometimes It Pays to Double Down; 10 Takes Post 4Q Print, Stay Accumulat...
10-4-2018 Retail - Chuck Grom
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PIR: Pier 1 Imports - Post 2Q Thoughts, Stay...
PIR: Pier 1 Imports - Post 2Q Thoughts, Stay Underperform Rated with $1 Price Target
10-4-2018 Retail - Chuck Grom
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Dentsply limping into Q4 update, speaking up for Dolan...
Dentsply limping into Q4 update, speaking up for Dolan at AMC, Acuity back to bad habits, railroa...
10-4-2018 Event-Driven Research - Don Bilson
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JCP: J.C. Penney - New CEO Checks Many “Boxes” = We Like...
JCP: J.C. Penney - New CEO Checks Many “Boxes” = We Like the Hire . . . But Road Ahead Won’t Be Easy
10-3-2018 Retail - Chuck Grom
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JetBlue not yet cleared for takeoff, finally a good...
JetBlue not yet cleared for takeoff, finally a good night sleep at Tempur, two months to go at RP...
10-3-2018 Event-Driven Research - Don Bilson
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Social Inflation Poses Increasing Risk to P/C Margins
Social Inflation Poses Increasing Risk to P/C Margins
10-3-2018 Insurance - Bill Wilt
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Home Improvement (HI) Survey (3Q18) - We Are Good For...
Home Improvement (HI) Survey (3Q18) - We Are Good For Today . . . But Tomorrow? HI Projects Up YO...
10-3-2018 Retail - Chuck Grom
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Amazon Strikes Again - This Time From a Different Angle...
Amazon Strikes Again - This Time From a Different Angle – Comparing the $15 Minimum Wage Increase...
10-2-2018 Retail - Chuck Grom
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CEO openings aplenty at the moment, JetBlue selling...
CEO openings aplenty at the moment, JetBlue selling investors a $2.75 ticket in 2020, a “Marathon...
10-2-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - EPS Pre-Game: Tweaking Up 4Q ....
COST: Costco Wholesale - EPS Pre-Game: Tweaking Up 4Q . . . But Still Below Street By $0.06; Gas ...
10-2-2018 Retail - Chuck Grom
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Proprietary Credit Card Data & Analysis (10/1) - 15...
Proprietary Credit Card Data & Analysis (10/1) - 15 Consumer Sectors/300+ Company Roll-Up = Septe...
10-1-2018 Retail - Chuck Grom
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The quarter ahead: Companies that owe answers, Companies...
The quarter ahead: Companies that owe answers, Companies that need to tie up auctions, Companies ...
10-1-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (9/28) - In Focus: Annual...
The Weekend Warrior (9/28) - In Focus: Annual Expenditures, LOW Recap, BJ’s Benefit From Sam’s Cl...
9-29-2018 Retail - Chuck Grom
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A whiff of desperation in the air at Athena, JetBlue...
A whiff of desperation in the air at Athena, JetBlue taxing down the runway, Allegheny tries once...
9-28-2018 Event-Driven Research - Don Bilson
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September 24 - September 28
September 24 - September 28
9-28-2018 Event-Driven Weekly - Event-Driven Team
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Quiet speaks volumes at Dollar Tree, sifting through the...
Quiet speaks volumes at Dollar Tree, sifting through the noise at ConAgra, the search for the nex...
9-27-2018 Event-Driven Research - Don Bilson
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LOW: Lowe's - Going To Carolina In My Mind; Field...
LOW: Lowe's - Going To Carolina In My Mind; Field Work Part I = 6 Key Takeaways As the Ellison Re...
9-27-2018 Retail - Chuck Grom
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P/C Insurance M&A to Accelerate 2H18/2019
P/C Insurance M&A to Accelerate 2H18/2019
9-27-2018 Insurance - Bill Wilt
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LOW: Lowe's - 4 Strategic Impressions + 4 Financial...
LOW: Lowe's - 4 Strategic Impressions + 4 Financial Observations Post Sell-Side Meeting with CEO ...
9-27-2018 Retail - Chuck Grom
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Cardinal gives its executives some buyout protection,...
Cardinal gives its executives some buyout protection, succession can wait at Merck, former Nielse...
9-26-2018 Event-Driven Research - Don Bilson

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