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WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury...
WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury + Potential Brazil/India Move Shows Mox...
4-30-2018 Retail - Chuck Grom
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KSS: Kohl's - Alpha Hat Series: Closer Look at AMZN...
KSS: Kohl's - Alpha Hat Series: Closer Look at AMZN Returns in Chicago = 8.5% Traffic Lift + New ...
4-30-2018 Retail - Chuck Grom
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April 23 - April 27
April 23 - April 27
4-27-2018 Event-Driven Weekly - Event-Driven Team
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Waiting on Fuji to toss XRX an extra five bucks, new...
Waiting on Fuji to toss XRX an extra five bucks, new Mattel CEO seems ready to stay a while, MEDN...
4-27-2018 Event-Driven Research - Don Bilson
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Feasting at Chipotle ahead of the Niccol Plan, new CFO...
Feasting at Chipotle ahead of the Niccol Plan, new CFO furthers software story at F5, Citrix turn...
4-26-2018 Event-Driven Research - Don Bilson
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DLTR: Dollar Tree - Family Dollar Checks, Round 6;...
DLTR: Dollar Tree - Family Dollar Checks, Round 6; Downside Risk to 1Q SSS @ FDO, but Upside Bias...
4-26-2018 Retail - Chuck Grom
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USG showing some spunk, Shire gets tired of saying “no,”...
USG showing some spunk, Shire gets tired of saying “no,” Whitbread maps out history’s longest cof...
4-25-2018 Event-Driven Research - Don Bilson
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Home Depot & Lowe’s - Data Science Work + CC Data =...
Home Depot & Lowe’s - Data Science Work + CC Data = Softer 1Q; Lowering SSS/EPS Accordingly. . . ...
4-25-2018 Retail - Chuck Grom
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Commercial Auto
Commercial Auto
4-24-2018 Insurance - Bill Wilt
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"Five" may be the magic number for Takeda,...
"Five" may be the magic number for Takeda, Stericycle deflects sale talk, the hole in Akzo's stan...
4-24-2018 Event-Driven Research - Don Bilson
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Shining up Henry Schein with some spinco varnish, royal...
Shining up Henry Schein with some spinco varnish, royal rumble avoided at Newell, Schwab isn't a ...
4-23-2018 Event-Driven Research - Don Bilson
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Hard Discounter Pricing Study - Wal-Mart Prices Now...
Hard Discounter Pricing Study - Wal-Mart Prices Now Lower Than Aldi - First Time Since We Started...
4-23-2018 Retail - Chuck Grom
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April 16 - April 20
April 16 - April 20
4-20-2018 Event-Driven Weekly - Event-Driven Team
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E*TRADE's version of the Fall Classic, the end is...
E*TRADE's version of the Fall Classic, the end is near for Pinnacle Foods, the end of an era at M...
4-20-2018 Event-Driven Research - Don Bilson
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Pier 1 Imports (Retail Turnarounds Always Take Longer...
Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering P...
4-20-2018 Retail - Chuck Grom
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Takeda striking out in Ireland, PTC ready to drop some...
Takeda striking out in Ireland, PTC ready to drop some new 2023 targets on the table, URI content...
4-19-2018 Event-Driven Research - Don Bilson
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Kohl's (Notes From The Road w/CEO Mansell + CFO...
Kohl's (Notes From The Road w/CEO Mansell + CFO Besanko; "Good Things Happen To Good People"= Rei...
4-18-2018 Retail - Chuck Grom
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Textron breaks out of the clouds; Head coaching changes...
Textron breaks out of the clouds; Head coaching changes loom at Newell and Macerich; An alternati...
4-18-2018 Event-Driven Research - Don Bilson
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A mighty Rohr heard from Celanese, Icahn slow to counter...
A mighty Rohr heard from Celanese, Icahn slow to counter at Newell, Mellanox defense continues to...
4-17-2018 Event-Driven Research - Don Bilson
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Underwriting Drives Valuation; Not Investment Income...
Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme a...
4-17-2018 Insurance - Bill Wilt

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