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A forgetful month for M&A, Fortive keeps churning...
A forgetful month for M&A, Fortive keeps churning out deals, Arconic delivers for the crowd, So t...
7-31-2018 Event-Driven Research - Don Bilson
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TRV and HIG: Asbestos Liabilities Lurking in Talcum...
TRV and HIG: Asbestos Liabilities Lurking in Talcum Powder?
7-31-2018 Insurance - Bill Wilt
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Jeff Farmer Joins Gordon Haskett Research Advisors to...
Jeff Farmer Joins Gordon Haskett Research Advisors to Cover the Restaurant Sector
7-30-2018 Restaurants - Jeff Farmer
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Watching for Nelson's gamble to pay off at Procter,...
Watching for Nelson's gamble to pay off at Procter, AbbVie CEO toning down the 20 by 30 speak, Li...
7-30-2018 Event-Driven Research - Don Bilson
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July 23 - July 27
July 23 - July 27
7-27-2018 Event-Driven Weekly - Event-Driven Team
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CNH breakup story still on course, calmer waters at...
CNH breakup story still on course, calmer waters at Allergan, a positive read-through for Energen...
7-27-2018 Event-Driven Research - Don Bilson
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W: Wayfair - Reading the 2Q Print: Expecting A Great...
W: Wayfair - Reading the 2Q Print: Expecting A Great Quarter From Boston . . . But Will It Be Goo...
7-27-2018 Retail - Chuck Grom
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SFM: Sprouts Farmers Markets - Reading the 2Q Print:...
SFM: Sprouts Farmers Markets - Reading the 2Q Print: Card Data + Alpha Hat Traffic Point to Soft ...
7-27-2018 Retail - Chuck Grom
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FND: Floor & Decor Holdings - Reading the 2Q Print:...
FND: Floor & Decor Holdings - Reading the 2Q Print: Sentiment Mixed, Which Is A Good Thing; Surve...
7-27-2018 Retail - Chuck Grom
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Broadlines & Hardlines Retail - Key Takes From...
Broadlines & Hardlines Retail - Key Takes From Weather Call With WTI’s Captain Kirk; Bullish Set-...
7-26-2018 Retail - Chuck Grom
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Unserious buyback at Sirius speaks volumes, Gilead set...
Unserious buyback at Sirius speaks volumes, Gilead set to play a Mulligan, Nielsen breaks emergen...
7-26-2018 Event-Driven Research - Don Bilson
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TSCO: Tractor Supply Company - Solid 2Q From the TSCO;...
TSCO: Tractor Supply Company - Solid 2Q From the TSCO; Raising Estimates & PT to $87; Stay Accumu...
7-26-2018 Retail - Chuck Grom
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Stryker tries to calm the waters, sale talk creeps its...
Stryker tries to calm the waters, sale talk creeps its way into JetBlue's cockpit, Lulu goes off ...
7-25-2018 Event-Driven Research - Don Bilson
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Shades of Grey Portfolio = July 2018 - Downgrading =...
Shades of Grey Portfolio = July 2018 - Downgrading = WMT, BJ, COST, FIVE, & W; Upgrading = TGT; S...
7-25-2018 Retail - Chuck Grom
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Home Depot + Lowe’s - Data Science Work + CC Data + 2Q...
Home Depot + Lowe’s - Data Science Work + CC Data + 2Q Home Improvement Survey = Raising 2Q SSS f...
7-25-2018 Retail - Chuck Grom
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Lilly goes the well-travelled route with animal health...
Lilly goes the well-travelled route with animal health spin, Synovus deal will likely be imitated...
7-24-2018 Event-Driven Research - Don Bilson
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Arrivederci to near-term breakup at CNH, Apollo running...
Arrivederci to near-term breakup at CNH, Apollo running wild, a white flag seen at Esterline, a c...
7-23-2018 Event-Driven Research - Don Bilson
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Travelers (TRV): Pricing for Severe Weather a Challenge
Travelers (TRV): Pricing for Severe Weather a Challenge
7-23-2018 Insurance - Bill Wilt
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Weekend Warrior (7/20) - In Focus: Alpha Hat (KSS/AMZN)...
Weekend Warrior (7/20) - In Focus: Alpha Hat (KSS/AMZN) + DG/FDO Price Gap Widens + China Tariffs...
7-20-2018 Retail - Chuck Grom
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July 16 - July 20
July 16 - July 20
7-20-2018 Event-Driven Weekly - Event-Driven Team

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