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Jan 8 - Jan 12
Jan 8 - Jan 12
1-12-2018 Event-Driven Weekly - Event-Driven Team
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December Retail Sales Wrap - 4.0% Rise YOY; Winners =...
December Retail Sales Wrap - 4.0% Rise YOY; Winners = Food Serv., Food and Bev, Grocery and Elect...
1-12-2018 Retail - Chuck Grom
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Three weeks to go on Lowe's shot clock, Pitney's...
Three weeks to go on Lowe's shot clock, Pitney's race against time, Happy Birthday wishes to Deni...
1-12-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - Upgrade to Buy from Accumulate;...
COST: Costco Wholesale - Upgrade to Buy from Accumulate; Notes from Vegas with CFO Galanti + Sam'...
1-12-2018 Retail - Chuck Grom
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WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good...
WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good For Associates + Good For Its Image
1-11-2018 Broadlines / Dollar / Grocers - Chuck Grom
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Medical Inflation to Remain Benign Near Term, Pressures...
Medical Inflation to Remain Benign Near Term, Pressures building into 2019 and later
1-11-2018 Insurance - Bill Wilt
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Moment of truth for Xerox, Cerner ends its mysterious...
Moment of truth for Xerox, Cerner ends its mysterious search, AbbVie boss has no plan to leave th...
1-11-2018 Event-Driven Research - Don Bilson
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Broadlines & Hardlines Retail - Top 10 Takeaways...
Broadlines & Hardlines Retail - Top 10 Takeaways From 2017 ICR Conf. = FIVE, SFM, W, KSS, & FND
1-11-2018 Retail - Chuck Grom
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Cheap Trick's "Surrender" playing in the...
Cheap Trick's "Surrender" playing in the elevator at Akamai, a large pepperoni for Chipotle, Nord...
1-10-2018 Event-Driven Research - Don Bilson
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JWN: Nordstrom - Holiday Update . . . But Why? Is JWN...
JWN: Nordstrom - Holiday Update . . . But Why? Is JWN Getting Ready To Resume Its "Go Private" Di...
1-9-2018 Retail - Chuck Grom
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TGT: Target - Amazon Who? Solid Holiday Print from...
TGT: Target - Amazon Who? Solid Holiday Print from Minneapolis, Taking Estimates & PT Up to $71
1-9-2018 Retail - Chuck Grom
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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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Jan 2 - Jan 5
Jan 2 - Jan 5
1-5-2018 Event-Driven Weekly - Event-Driven Team
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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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