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Divergent paths at MDCO and PDCO, Gap's Peck doing a...
Divergent paths at MDCO and PDCO, Gap's Peck doing a Patton impersonation, keeping an eye on Alle...
3-2-2018 Event-Driven Research - Don Bilson
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JWN: Nordstrom - Fuel For Both Sides . . . Margin...
JWN: Nordstrom - Fuel For Both Sides . . . Margin Inflection on the Horizon (Potentially); Post 4...
3-1-2018 Retail - Chuck Grom
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KSS: Kohl's - When Confusion Creates Opportunity;...
KSS: Kohl's - When Confusion Creates Opportunity; Aggressive Buyers on Today's Dip
3-1-2018 Broadlines / Dollar / Grocers - Chuck Grom
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FND: Floor & Decor - Guidance Concerns Now In...
FND: Floor & Decor - Guidance Concerns Now In Rearview Mirror, Solid Growth Story in A World With...
3-1-2018 Hardlines / Home Retail - Chuck Grom
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Next up for auction is a spin from KAR, timeshare...
Next up for auction is a spin from KAR, timeshare operator confirms it's looking at options, Nord...
3-1-2018 Event-Driven Research - Don Bilson
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M: Macy's - No Guts, No Glory; Deja Vu Back to 2009...
M: Macy's - No Guts, No Glory; Deja Vu Back to 2009 ==> Upgrade to Buy from Hold w/$36 Price Target
3-1-2018 Retail - Chuck Grom
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LOW: Lowe's - 5 Takes From Call with Management + 8...
LOW: Lowe's - 5 Takes From Call with Management + 8 Takes From Print. Adjusting Estimates & Price...
2-28-2018 Retail - Chuck Grom
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Lowe's with a first inning strikeout, IPG isn't...
Lowe's with a first inning strikeout, IPG isn't screening its calls, E*TRADE gets another repriev...
2-28-2018 Event-Driven Research - Don Bilson
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LOW: Lowe's - 3 Quick Takes from 4Q = Solid Comp +...
LOW: Lowe's - 3 Quick Takes from 4Q = Solid Comp + Poor Quality + FY18 Guide Implies Just ~34% FT...
2-28-2018 Retail - Chuck Grom
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ROE Framework Points to Modest P/C Pricing Correction
ROE Framework Points to Modest P/C Pricing Correction
2-28-2018 Insurance - Bill Wilt
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13 situations w/ strategic optionality
13 situations w/ strategic optionality
2-27-2018 Event-Driven Ideas - Event-Driven Team
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The "view" at Tenet includes some green shoots,...
The "view" at Tenet includes some green shoots, an Akorn falls from the tree, where's Equifax?, B...
2-27-2018 Event-Driven Research - Don Bilson
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M: Macy's - 4 Quick Takes From 4Q = January SSS Up...
M: Macy's - 4 Quick Takes From 4Q = January SSS Up ~3% + GPM/Inventory Better + Quality Solid + G...
2-27-2018 Retail - Chuck Grom
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Macy's (M) - Group Lunch
Macy's (M) - Group Lunch
2-26-2018 Retail - Chuck Grom
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Silver Lake swishes a 13-D at MSG, Tom Horton hears a...
Silver Lake swishes a 13-D at MSG, Tom Horton hears a who at Qualcomm and GE, Huntsman appetite f...
2-26-2018 Event-Driven Research - Don Bilson
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Dollar Stores: Lateral Read Through From 99 Cents Only...
Dollar Stores: Lateral Read Through From 99 Cents Only Stores - SSS Rise 6.5%; Positive for DG, D...
2-26-2018 Retail - Chuck Grom
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JWN: Nordstrom - Quick Take on Going Private Talk; At...
JWN: Nordstrom - Quick Take on Going Private Talk; At $54, Implied Takeout Multiple of ~7.0x
2-23-2018 Retail - Chuck Grom
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Feb 20 - Feb 23
Feb 20 - Feb 23
2-23-2018 Event-Driven Weekly - Event-Driven Team
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The signal is answered at Blue Buffalo, elephant talk at...
The signal is answered at Blue Buffalo, elephant talk at Convergys, trying to make sense of the s...
2-23-2018 Event-Driven Research - Don Bilson
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Valuation Framework: U/W Results Drive Valuation; Not NII
Valuation Framework: U/W Results Drive Valuation; Not NII
2-23-2018 Insurance - Bill Wilt

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