Keyword

Tickers

Clear search
⬤
Marine Insurance At Low Point in Pricing Cycle
Marine Insurance At Low Point in Pricing Cycle
5-30-2018 Insurance - Bill Wilt
⬤
ICU Medical looks for another homerun at Smiths, new...
ICU Medical looks for another homerun at Smiths, new severance program at Qualcomm seems oddly ti...
5-29-2018 Event-Driven Research - Don Bilson
⬤
The Weekend Warrior (5/25/2018) - In Focus: KSS/AMZN...
The Weekend Warrior (5/25/2018) - In Focus: KSS/AMZN Update, 1Q Department Store Scorecard, Gas v...
5-25-2018 Retail - Chuck Grom
⬤
May 21 - May 25
May 21 - May 25
5-25-2018 Event-Driven Weekly - Event-Driven Team
⬤
Blue skies still in the forecast at DXC, Molina coasts...
Blue skies still in the forecast at DXC, Molina coasts to victory in Washington, simmering waters...
5-25-2018 Event-Driven Research - Don Bilson
⬤
Janus has plenty to say, Gazing at Casey's through a...
Janus has plenty to say, Gazing at Casey's through a PetSmart prism, Ackman skates back into reta...
5-24-2018 Event-Driven Research - Don Bilson
⬤
P&C M&A: Parameters for Valuation
P&C M&A: Parameters for Valuation
5-24-2018 Insurance - Bill Wilt
⬤
WSM: Williams-Sonoma - Accelerating Comps At Legacy...
WSM: Williams-Sonoma - Accelerating Comps At Legacy Brands; Quick Take/Quality Review Post 1Q Print
5-23-2018 Retail - Chuck Grom
⬤
Lowe’s + Target + JCPenney - Model/Estimate Update:...
Lowe’s + Target + JCPenney - Model/Estimate Update: Raising EPS/PT for LOW + Lowering EPS/PT for ...
5-23-2018 Retail - Chuck Grom
⬤
A fantastico result at Tiffany, dusting for new...
A fantastico result at Tiffany, dusting for new strategist's fingerprints at Medtronic, the road ...
5-23-2018 Event-Driven Research - Don Bilson
⬤
TGT: Target - Mixed Bag Out Of Minneapolis, Quick...
TGT: Target - Mixed Bag Out Of Minneapolis, Quick Take/Quality Review Post 1Q Print
5-23-2018 Retail - Chuck Grom
⬤
LOW: Lowe's - Soft Comp . . . As Expected; Quick...
LOW: Lowe's - Soft Comp . . . As Expected; Quick Take/Quality Review Post 1Q Print
5-23-2018 Retail - Chuck Grom
⬤
KSS: Kohl's - Oh Shift!! Why 1Q SSS Was Better on...
KSS: Kohl's - Oh Shift!! Why 1Q SSS Was Better on the Core . . . Raising Estimates & PT to $77, ...
5-22-2018 Retail - Chuck Grom
⬤
Lowe’s and JCPenney CEO Update - Marvin Ellison Going...
Lowe’s and JCPenney CEO Update - Marvin Ellison Going From Cowboys Country to Panthers Country – ...
5-22-2018 Retail - Chuck Grom
⬤
Lowe’s gets its man, waiting on Advanced Auto to “push”...
Lowe’s gets its man, waiting on Advanced Auto to “push” it up a notch, a worry ahead for Celgene,...
5-22-2018 Event-Driven Research - Don Bilson
⬤
KSS: Kohl's - 3.6% SSS Clears Bar + GPM/Inventory...
KSS: Kohl's - 3.6% SSS Clears Bar + GPM/Inventory Complexion Looks Great + FY18 Guidance Raised ....
5-22-2018 Retail - Chuck Grom
⬤
May 14 - May 18
May 14 - May 18
5-21-2018 Event-Driven Weekly - Event-Driven Team
⬤
Elliott picks up Janus as an ally at AthenaHealth, Icahn...
Elliott picks up Janus as an ally at AthenaHealth, Icahn and Corvex teaming up at Energen, a seco...
5-21-2018 Event-Driven Research - Don Bilson
⬤
No more soup for Campbell’s CEO, Molina faces...
No more soup for Campbell’s CEO, Molina faces make-or-break test in Washington, Cerner finally ge...
5-18-2018 Event-Driven Research - Don Bilson
⬤
JWN: Nordstrom - 1Q SSS Misses "Bar" . . . But...
JWN: Nordstrom - 1Q SSS Misses "Bar" . . . But Long-Term EBIT Margin Set-Up Is "Potentially" Intr...
5-17-2018 Retail - Chuck Grom

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