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Should be a dramatic ninth-inning at Athena, Bloody...
Should be a dramatic ninth-inning at Athena, Bloody Monday in M&A, Live Nation can hibernate unti...
9-25-2018 Event-Driven Research - Don Bilson
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Macro Survey Results - Consumer Sentiment Remains...
Macro Survey Results - Consumer Sentiment Remains Positive . . . Data Implies Consumers More Like...
9-25-2018 Retail - Chuck Grom
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Sirius jams with Pandora, Symantec busy checking boxes,...
Sirius jams with Pandora, Symantec busy checking boxes, keeping tabs on Mylan/Perrigo, a disappoi...
9-24-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (9/21) - In Focus: Redbook Best...
The Weekend Warrior (9/21) - In Focus: Redbook Best Since ’05 + BJ Field Work + DG Pricing Lead v...
9-21-2018 Retail - Chuck Grom
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September 17 - September 21
September 17 - September 21
9-21-2018 Event-Driven Weekly - Event-Driven Team
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Blackstone moves to DEFCON 3 on C-corp conversion,...
Blackstone moves to DEFCON 3 on C-corp conversion, E*TRADE springs a promotion in front of D-Day,...
9-21-2018 Event-Driven Research - Don Bilson
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PIR: Pier 1 Imports - Retail Turnarounds Always Harder...
PIR: Pier 1 Imports - Retail Turnarounds Always Harder Than They Look, Lowering EPS Estimates and...
9-20-2018 Retail - Chuck Grom
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Copart causes a fender-bender at KAR, Nestle checks...
Copart causes a fender-bender at KAR, Nestle checks another box, Acadia buried in a losing streak...
9-20-2018 Event-Driven Research - Don Bilson
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Hartford (HIG): Workers' Comp Claim Frequency is...
Hartford (HIG): Workers' Comp Claim Frequency is Rising
9-20-2018 Insurance - Bill Wilt
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It's go-time at Dollar Tree, MGM thoughts with or...
It's go-time at Dollar Tree, MGM thoughts with or without Starboard, Might Mr. Buffett's car deal...
9-19-2018 Event-Driven Research - Don Bilson
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Athenahealth comes down with a bad case of the flu,...
Athenahealth comes down with a bad case of the flu, peace breaks out at Sempra and Symantec, UTX ...
9-18-2018 Event-Driven Research - Don Bilson
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Low & Middle Market Pricing Study - DG Leads WMT By...
Low & Middle Market Pricing Study - DG Leads WMT By 2.2%, Highest in Years . . . While FDO Appear...
9-18-2018 Retail - Chuck Grom
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Breen coming out for an encore at DowDuPont, first day...
Breen coming out for an encore at DowDuPont, first day of work at CNH, Blackstone on deck, more c...
9-17-2018 Event-Driven Research - Don Bilson
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TSCO: Tractor Supply Company - Raising 2H18 SSS/EPS...
TSCO: Tractor Supply Company - Raising 2H18 SSS/EPS Estimates On Credit Card Data + Macro + Rampi...
9-17-2018 Retail - Chuck Grom
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The Weekend Warrior (9/14) - FIVE Brand Awareness +...
The Weekend Warrior (9/14) - FIVE Brand Awareness + CA/TX Economic Activity + CPI vs. PPI Food + ...
9-14-2018 Retail - Chuck Grom
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September 10 - September 14
September 10 - September 14
9-14-2018 Event-Driven Weekly - Event-Driven Team
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Verizon not stuck on CBS, presumptive Northrop CEO hints...
Verizon not stuck on CBS, presumptive Northrop CEO hints at “services” review, keep an eye on Bun...
9-14-2018 Event-Driven Research - Don Bilson
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August '18 Retail Sales Wrap - Keeping On Trend =...
August '18 Retail Sales Wrap - Keeping On Trend = August Retail Sales (Ex-Autos) Remain Robust . ...
9-14-2018 Retail - Chuck Grom
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Cognizant may be looking to make an early change,...
Cognizant may be looking to make an early change, SLM's diversification strategy passes muster wi...
9-13-2018 Event-Driven Research - Don Bilson
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Toys R’ Us Market Share Shift Analysis - Wal-Mart,...
Toys R’ Us Market Share Shift Analysis - Wal-Mart, Target, & Costco Early Winners Post the TRU Cl...
9-13-2018 Retail - Chuck Grom

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