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Allstate and Progressive: 2Q Rate Filing Data Sees...
Allstate and Progressive: 2Q Rate Filing Data Sees Competition Rise
7-9-2018 Insurance - Bill Wilt
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A new headwind for Centene to navigate, another U.S....
A new headwind for Centene to navigate, another U.S. company comes up empty in Europe, new Nuance...
7-9-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - June SSS Pre-Game = We See Core...
COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS of 4.0%; Tougher Compare + 7 Fewer M...
7-9-2018 Retail - Chuck Grom
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Smucker’s investors are drinking the soup, Mylan gets...
Smucker’s investors are drinking the soup, Mylan gets off easier this year, Travelport finally se...
7-6-2018 Event-Driven Research - Don Bilson
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July 2 - July 6
July 2 - July 6
7-6-2018 Event-Driven Weekly - Event-Driven Team
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Second thoughts for Lazard?, the road ahead for a...
Second thoughts for Lazard?, the road ahead for a Swedish SpinCo, Icahn buying more Energen, Inte...
7-5-2018 Event-Driven Research - Don Bilson
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Third Point tries for the “backside 360” at Campbell...
Third Point tries for the “backside 360” at Campbell Soup, activism and family values, Icahn grum...
7-3-2018 Event-Driven Research - Don Bilson
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John Inch to Join GHRA to cover Industrials and...
John Inch to Join GHRA to cover Industrials and Multi-Industry
7-2-2018 Multi-Industry - John Inch
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Dorman throws Icahn another TD pass, Novartis surgery...
Dorman throws Icahn another TD pass, Novartis surgery will free it from its contact lenses, Nestl...
7-2-2018 Event-Driven Research - Don Bilson
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Home Improvement Pricing Study – June 2018 - Initial...
Home Improvement Pricing Study – June 2018 - Initial Home Improvement Pricing Study = HD Prices S...
6-29-2018 Retail - Chuck Grom
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BJ: BJ's Wholesale Club, Inc. - Initiating Coverage...
BJ: BJ's Wholesale Club, Inc. - Initiating Coverage with a Buy Rating and $22-$26 Price Target Ra...
6-28-2018 Retail - Chuck Grom
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PIR: Pier 1 Imports - A Hockey Stick That Even Gordie...
PIR: Pier 1 Imports - A Hockey Stick That Even Gordie Howe Would Appreciate . . . Stay Sell-Rate...
6-27-2018 Retail - Chuck Grom
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SFM: Sprouts Farmers Markets - Takes From CC w/CFO Brad...
SFM: Sprouts Farmers Markets - Takes From CC w/CFO Brad Lukow - Instacart Partnership > Expectati...
6-27-2018 Retail - Chuck Grom
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Event-Driven Focus Ideas - JBLU, ATI, KAR, ACHC, SRE,...
Event-Driven Focus Ideas - JBLU, ATI, KAR, ACHC, SRE, PCG, TVPT, EGN
6-26-2018 Event-Driven Ideas - Event-Driven Team
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Auto Loan Delinquencies Rising - Won't Extend Hard...
Auto Loan Delinquencies Rising - Won't Extend Hard Market
6-26-2018 Insurance - Bill Wilt
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M: Macy's - A Closer Look At The 5%+ Cumulative...
M: Macy's - A Closer Look At The 5%+ Cumulative Traffic Boost From Macy’s Backstage; Alpha Hat Ge...
6-26-2018 Retail - Chuck Grom
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Hard Discounter Pricing Study - Reversing Course . . ....
Hard Discounter Pricing Study - Reversing Course . . . Hard Discounters (Aldi + Lidl) Back on the...
6-25-2018 Retail - Chuck Grom
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Intel loses its deal-maker, an opening for Stanley to...
Intel loses its deal-maker, an opening for Stanley to pivot, seeing some WEB appeal in Travelport...
6-22-2018 Event-Driven Research - Don Bilson
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June 18 - June 22
June 18 - June 22
6-22-2018 Event-Driven Weekly - Event-Driven Team
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CNH breakup idea is getting beaned, can't ignore...
CNH breakup idea is getting beaned, can't ignore KKR's C-corp lift, steady as she goes at HD Supp...
6-21-2018 Event-Driven Research - Don Bilson

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