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Invitation: Meet the Activist at Progress Software...
Invitation: Meet the Activist at Progress Software (PRGS) - February 21, 2018 NYC
1-9-2018 Event-Driven Research - Don Bilson
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Altice cuts the transatlantic cable, Shire's...
Altice cuts the transatlantic cable, Shire's decision to punt may ruffle some feathers, Nuance ha...
1-9-2018 Event-Driven Research - Don Bilson
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SFM: Sprouts Farmers Market - Solid 4Q From The Desert...
SFM: Sprouts Farmers Market - Solid 4Q From The Desert with SSS + 4.6%; Quick Take on Pre-ICR Upd...
1-8-2018 Retail - Chuck Grom
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FIVE: Five Below - Great Holiday Results . . . But We...
FIVE: Five Below - Great Holiday Results . . . But We Can Poke 2 Holes; 5 Takes From Management C...
1-8-2018 Retail - Chuck Grom
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Hershey Trust looking to maximize impact, Perrigo brings...
Hershey Trust looking to maximize impact, Perrigo brings home a present from Germany, Nokia share...
1-8-2018 Event-Driven Research - Don Bilson
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KSS: Kohl's - Filthy! Holiday SSS Rise 6.9% = CEO...
KSS: Kohl's - Filthy! Holiday SSS Rise 6.9% = CEO Mansell Going Out Strong, Raising EPS & PT to $66
1-8-2018 Retail - Chuck Grom
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Broadlines & Hardlines Retail - Sears/K-Mart Store...
Broadlines & Hardlines Retail - Sears/K-Mart Store Closing Analysis: JCP/KSS/M @ 7-8% Store Expos...
1-7-2018 Retail - Chuck Grom
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Event-Driven Research: The window closes early at...
Event-Driven Research: The window closes early at Xilinx, Envision puts its review in the hands o...
1-5-2018 Event-Driven Research - Don Bilson
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Broadlines & Hardlines Retail - IN CASE YOU MISSED...
Broadlines & Hardlines Retail - IN CASE YOU MISSED IT --> Potential For Less Welfare Reform = Pos...
1-4-2018 Retail - Chuck Grom
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M: Macy's - Holiday Sales Rise 1.0% - Best Since...
M: Macy's - Holiday Sales Rise 1.0% - Best Since '14 . . . But Lack of GPM Flow-Through A Concern...
1-4-2018 Retail - Chuck Grom
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JCP: J.C. Penney - Solid Holiday Report out of Big D,...
JCP: J.C. Penney - Solid Holiday Report out of Big D, Raising EPS & PT to $4, Six Key Takes From ...
1-4-2018 Retail - Chuck Grom
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Passing the torch at Whitbread, the running of the bears...
Passing the torch at Whitbread, the running of the bears is over at DaVita, Casey's showing some ...
1-4-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - 8.8% Core vs. Our 6.5% Model;...
COST: Costco Wholesale - 8.8% Core vs. Our 6.5% Model; Comping the Comp
1-3-2018 Retail - Chuck Grom
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Q1 Activism Watch: ALXN, BMS, BLMN, CARS, CDK, EGN,...
Q1 Activism Watch: ALXN, BMS, BLMN, CARS, CDK, EGN, EVHC, HES, MAC, MD, MLNX, TCO, XRX, EQT
1-3-2018 Event-Driven Research - Don Bilson
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Spectrum Brands borrows Energizer playbook, Casey gets...
Spectrum Brands borrows Energizer playbook, Casey gets burned playing with fire, Dominion playing...
1-3-2018 Event-Driven Research - Don Bilson
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The hunter becomes the hunted at XPO, Weatherford...
The hunter becomes the hunted at XPO, Weatherford shelves its JV plan, KLX may be ready to imitat...
1-2-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (...
The Weekend Warrior (...
The Weekend Warrior (...
12-22-2017 Retail - Chuck Grom
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Top 10 Retail/Consume...
Top 10 Retail/Consume...
Top 10 Retail/Consume...
12-21-2017 Retail - Chuck Grom
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Zimmer hire gets a wa...
Zimmer hire gets a wa...
Zimmer hire gets a wa...
12-20-2017 Event-Driven Research - Don Bilson
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Consumer Optimism Rem...
Consumer Optimism Rem...
Consumer Optimism Rem...
12-20-2017 Retail - Chuck Grom

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