Keyword

Tickers

Clear search
⬤
A wolf may be dressed in sheep’s clothing at Allergan,...
A wolf may be dressed in sheep’s clothing at Allergan, Danaher talking up its firepower, Fortive ...
6-7-2018 Event-Driven Research - Don Bilson
⬤
COST: Costco Wholesale - Mean Reversion Time = May SSS...
COST: Costco Wholesale - Mean Reversion Time = May SSS Rise 8.1% Led By 5.9% Traffic = Stay Buy-R...
6-6-2018 Retail - Chuck Grom
⬤
FIVE: Five Below - Lesson To Be Learned = Good Retailers...
FIVE: Five Below - Lesson To Be Learned = Good Retailers Comp the Comp, Clarifying QTD Confusion,...
6-6-2018 Retail - Chuck Grom
⬤
KSS: Kohl's - Written In The Sand = 10 Takes From SS...
KSS: Kohl's - Written In The Sand = 10 Takes From SS Meeting, Stay Accumulate-Rated
6-6-2018 Retail - Chuck Grom
⬤
A couple of nice guys turn salty at Allergan, the bush...
A couple of nice guys turn salty at Allergan, the bush is burning at Athena, International Paper ...
6-6-2018 Event-Driven Research - Don Bilson
⬤
W: Wayfair - Raising 2Q Direct Revenue Forecast to +47%,...
W: Wayfair - Raising 2Q Direct Revenue Forecast to +47%, Trends Post Way-Day Normalizing . . . B...
6-6-2018 Retail - Chuck Grom
⬤
Last call for International Paper, Gilead puts a hot...
Last call for International Paper, Gilead puts a hot hand in charge of M&A, spotlighting a couple...
6-5-2018 Event-Driven Research - Don Bilson
⬤
WSM: Williams-Sonoma - Model Update Post 1Q Print;...
WSM: Williams-Sonoma - Model Update Post 1Q Print; Raising Estimates & Boosting Price Target to $...
6-5-2018 Retail - Chuck Grom
⬤
Medical Professional Liability: Frequency of Severity on...
Medical Professional Liability: Frequency of Severity on the Rise
6-5-2018 Insurance - Bill Wilt
⬤
FIVE: Five Below - Card Data + HQ Trip + Field Work =...
FIVE: Five Below - Card Data + HQ Trip + Field Work = Strong 1Q . . . But Expect Conservative 2Q...
6-5-2018 Retail - Chuck Grom
⬤
TGT: Target - Upbeat Sell-Side Meeting; Target Seems To...
TGT: Target - Upbeat Sell-Side Meeting; Target Seems To Have its MoJo Back
6-4-2018 Retail - Chuck Grom
⬤
Palo Alto snags a top free-agent, first sign of Elliott...
Palo Alto snags a top free-agent, first sign of Elliott tiring at CDK, can activists lay off Doll...
6-4-2018 Event-Driven Research - Don Bilson
⬤
Dollar General & Dollar Tree - Dollar Store Shuffle...
Dollar General & Dollar Tree - Dollar Store Shuffle = Upgrade DG to Buy . . . Downgrade DLTR to A...
6-4-2018 Retail - Chuck Grom
⬤
May 29 - June 1
May 29 - June 1
6-1-2018 Event-Driven Weekly - Event-Driven Team
⬤
Back to the start for Newell, Celgene keeps tinkering...
Back to the start for Newell, Celgene keeps tinkering with its roster, no need to upset the apple...
6-1-2018 Event-Driven Research - Don Bilson
⬤
COST: Costco Wholesale - JOSH!!! . . . Coffee Can...
COST: Costco Wholesale - JOSH!!! . . . Coffee Can Stock; Quality Review + 10 Takes Post 3Q Print...
5-31-2018 Retail - Chuck Grom
⬤
GM now cruising with Softbank in the front seat,...
GM now cruising with Softbank in the front seat, Allergan sticks with its $150 gameplan, Ironwood...
5-31-2018 Event-Driven Research - Don Bilson
⬤
DLTR: Dollar Tree - Thesis Changer = Maybe,...
DLTR: Dollar Tree - Thesis Changer = Maybe, Disappointing Comp = Yes; Quality Review/Quick Take P...
5-31-2018 Retail - Chuck Grom
⬤
DG: Dollar General - Thesis Changer = No, Disappointing...
DG: Dollar General - Thesis Changer = No, Disappointing Comp = Yes; Quality Review/Quick Take Pos...
5-31-2018 Retail - Chuck Grom
⬤
HP’s definition of “modest” set to be tested, colder...
HP’s definition of “modest” set to be tested, colder winters ahead for WellCare, Polaris gets out...
5-30-2018 Event-Driven Research - Don Bilson

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