Sector/Topic | Article | Date | |
Consumer Finance
|
Auto Lending: Some Bumps In The Road In 2H19?
Hugh Miller
|
09/27/2019 | Get Article |
Discount Stores
Food Retail
Specialty Retailers
|
Are List 4 Tariff Risks Higher Than Investors Realize?
Bob Summers
|
09/27/2019 | Get Article |
BA
|
An Early Look at BA’s 3Q Results & MAX Update - We Remain Tactically Bullish
Richard Safran
|
09/27/2019 | Get Article |
Airlines
|
It’s All About the Network; DAL Realligns its S. American Presence
Daniel McKenzie
|
09/27/2019 | Get Article |
FUL
|
F3Q19 Recap: Macro Slowdown Offsets Share Gains; See Strong Recovery in F2020
Dmitry Silversteyn
|
09/27/2019 | Get Article |
Insurance
|
Car parts cost analysis shows auto insurance industry needs to be vigilant on rates (PGR, ALL)
Amit Kumar
|
09/27/2019 | Get Article |
SAIA
|
Raising PT as Market Share Gains Likely Accelerating
Matthew Brooklier
|
09/26/2019 | Get Article |
Airlines
|
3Q19 Shaping Up Nicely; 4Q19 Off to a Good Start
Daniel McKenzie
|
09/26/2019 | Get Article |
Automotive
|
September U.S. Retail Sales Through 16 Selling Days (13.7)%; Est. 16.8M SAAR
Glenn E. Chin
|
09/26/2019 | Get Article |
Chemicals
|
BRG Chemicals Digester - Macro Considerations
Dmitry Silversteyn
|
09/26/2019 | Get Article |
UNFI
|
UNFI; 4QF19 Preview, Look for Conservative FY20 Guidance
Eric J. Larson
|
09/26/2019 | Get Article |
FUL
|
First Look: Macro Driven Slowdown and Revised FY Guidance
Dmitry Silversteyn
|
09/26/2019 | Get Article |
KBH
|
Raising PT After Strong 3Q and Solid 2020 Guide
Megan McGrath
|
09/26/2019 | Get Article |
RRD
|
Not Aware Of Any News Driving RRD up 15% Intraday
James Clement
|
09/25/2019 | Get Article |
Insurance
|
Short Interest Update: AXS, TRV, WRB Decrease; PGR, ALL, RNR Increase
Amit Kumar
|
09/25/2019 | Get Article |
ATI
|
This Could Be An In-Line Quarter for ATI!
Richard Safran
|
09/25/2019 | Get Article |
CURO
|
Preparing For CA Regulations
Hugh Miller
|
09/25/2019 | Get Article |
KMX
|
Operating Well, But Lacking NT Catalyst; Remain NEUTRAL, PT to $96
Glenn E. Chin
|
09/25/2019 | Get Article |
Commercial Services
|
3Q Wrapping Up Without Weather Concerns Like Prior Two Quarters
James Clement
|
09/25/2019 | Get Article |
HDS
|
First Look: HDS To Split In Two
Robert Barry
|
09/25/2019 | Get Article |
Machinery/Capital Goods
|
Heavy Truck Registrations Decline 20%+ in Europe
Neil Frohnapple
|
09/25/2019 | Get Article |
Investment Banks/Brokers
|
Capital Markets Deep Dive: Business & Sub-Business Fee Pool Trends
Chris Walsh
|
09/25/2019 | Get Article |
Homebuilding
|
New Home Sales Preview - August
Megan McGrath
|
09/24/2019 | Get Article |
GWW
|
Takeaways From The Road
Robert Barry
|
09/24/2019 | Get Article |
KMX
|
F2Q20 First Look: Solid Earnings Beat Fueled By Topline and SG&A
Glenn E. Chin
|
09/24/2019 | Get Article |
Trucking
|
BRG Trucking Update
Matthew Brooklier
|
09/24/2019 | Get Article |
Insurance
|
Kumar Chronicles: ACGL Meetings, PGR Estimate Chg, Hurricane Season Update
Amit Kumar
|
09/23/2019 | Get Article |
Food & Food Services
|
Larson’s Fresh Off the Farm Weekly
Eric J. Larson
|
09/23/2019 | Get Article |
GPI
|
Tropical Storm Damage Announced - A Potential Net Positive?
|
09/23/2019 | Get Article |
EBF
|
2QF20 Results Suggest EBF Outperforming, But Industry Challenges Remain
James Clement
|
09/23/2019 | Get Article |
Automotive
|
Sep-19 Mid-Month Pricing: ATPs +3.7% (~$1,200), Incentives +2.8% (~$100) YOY
Glenn E. Chin
|
09/23/2019 | Get Article |
GM
|
Strike Drags On - Labor Deal Likely Punitive to GM Fixed Cost Structure
Joseph C. Amaturo
|
09/23/2019 | Get Article |
Airlines
|
Brazilian Airline Profits a Function of What Competitors Permit
Daniel McKenzie
|
09/23/2019 | Get Article |
Machinery/Capital Goods
|
Industrial Weekly - The Nitro Boost (9/23/19)
Neil Frohnapple
|
09/23/2019 | Get Article |
KBH
LEN
|
3Q19 Earnings Preview - KBH & LEN
Megan McGrath
|
09/23/2019 | Get Article |
Chemicals
|
BRG Chem Notes
Dmitry Silversteyn
|
09/20/2019 | Get Article |
Homebuilders
|
McGrath’s Resi Wrap-Up: A Builders and Products Weekly Preview
Megan McGrath
|
09/20/2019 | Get Article |
MIDD
|
Investor Focus Much More on Commercial and Processing than Residential
James Clement
|
09/20/2019 | Get Article |
Homebuilding
|
Houston Update Following Imelda
Megan McGrath
|
09/20/2019 | Get Article |
BCO
|
BCO Remains A Top Pick After Conference Appearance
James Clement
|
09/20/2019 | Get Article |
Trucking
Rail Equipment & Services
|
Industrial Conference Takeaways
Matthew Brooklier
|
09/20/2019 | Get Article |
Automotive
|
Takeaways From Our Industrial Conference: Remain Cautious On OEMs/Suppliers
Glenn E. Chin
|
09/20/2019 | Get Article |
FLOW
|
Conference Takeaways: Stable End Markets, Lots Of Self-Help
Robert Barry
|
09/20/2019 | Get Article |
ACGL
|
Investor Meeting Takeaways
Amit Kumar
|
09/20/2019 | Get Article |
SPXC
|
Conference Takeaways: Positive Tone, Many Growth Opportunities To Flag
Robert Barry
|
09/20/2019 | Get Article |
WSO
|
Conference Takeaways: Shaky Demand Outlook; FL Stability; M&A Prospects Better
Robert Barry
|
09/20/2019 | Get Article |
CSL
|
Industrial Conference Highlights: CSL
Neil Frohnapple
|
09/20/2019 | Get Article |
OSK
|
Highlights from the Road with OSK
Neil Frohnapple
|
09/20/2019 | Get Article |
SRI
|
2nd MirrorEye Contract Secured
Glenn E. Chin
|
09/19/2019 | Get Article |
Automotive
|
September U.S. Retail Sales Through 10 Selling Days (20.5)%; Est. 16.6M SAAR
Glenn E. Chin
|
09/19/2019 | Get Article |
HAIN
|
HAIN; Execution is Working Well, Patience is Required
Eric J. Larson
|
09/18/2019 | Get Article |
Financials
|
No More Rate Cuts? Retail Deposit Franchises Should Benefit Most
James Mitchell
|
09/18/2019 | Get Article |
AXL
|
U.S. Casting Sale Will Facilitate Deleveraging, But Implies Value Destruction
Glenn E. Chin
|
09/18/2019 | Get Article |
MIDD
|
AHAM Home Cooking Appliance Data Still Sluggish, But Better Than YTD Trend Line
James Clement
|
09/18/2019 | Get Article |
Auto Suppliers
|
GM Auto Strike Is Punitive To Suppliers - AXL, CPS, & LEA Most Vulnerable
Glenn E. Chin
|
09/18/2019 | Get Article |
Equipment
|
BRG Railcar Update
Matthew Brooklier
|
09/18/2019 | Get Article |
MSCI
|
Marking To Market For ETF AUM Trends
Hugh Miller
|
09/18/2019 | Get Article |
Airlines
|
Revenue Execution Easier for Some; Harder for Others
Daniel McKenzie
|
09/18/2019 | Get Article |
MAS
|
Downgrading to NEUTRAL - Assuming Conservatism Too Risky For Now
Megan McGrath
|
09/18/2019 | Get Article |
KR
|
KR: Contracting Core Business Further At Risk from UAW Strike?
Bob Summers
|
09/18/2019 | Get Article |
PGR
|
Estimate Update Post Monthly Numbers
Amit Kumar
|
09/18/2019 | Get Article |
Homebuilding
|
California Home Sales - Slow Improvements
Megan McGrath
|
09/17/2019 | Get Article |
WHR
|
Strong August AHAM Data
Megan McGrath
|
09/17/2019 | Get Article |
Commercial Services
|
We Would Buy Print Stocks Today On What Looks Like Program Selling On Russell Value
James Clement
|
09/17/2019 | Get Article |
Food & Food Services
|
Larson’s Fresh Off the Farm Weekly
Eric J. Larson
|
09/17/2019 | Get Article |
FAST
|
Lowering Estimates On Tariff-Related Pressures
Robert Barry
|
09/17/2019 | Get Article |
Insurance
|
Kumar Chronicles: PT/Estimate Chg, PGR EPS Miss, CPI, Short Interest
Amit Kumar
|
09/16/2019 | Get Article |
Automotive
|
September IHS Forecast: Cuts Around the Globe Headlined By Cont. China Weakness
Glenn E. Chin
|
09/16/2019 | Get Article |
GM
|
GM UAW Workers Strike Nationwide!! ~$25M EBIT Hit Per Day
Joseph C. Amaturo
|
09/16/2019 | Get Article |
Homebuilders
|
McGrath’s Resi Wrap-Up: A Builders and Products Weekly Preview
Megan McGrath
|
09/16/2019 | Get Article |
CRMT
|
NDR Notes From The Road
Hugh Miller
|
09/16/2019 | Get Article |
Airlines
|
Winter Comes Early for Airlines; Stress Testing for an Oil Shock
Daniel McKenzie
|
09/16/2019 | Get Article |
POL
|
Leaner Post-PP&S Enterprise Should Garner Higher Multiples; Reiterate $40 PT
Dmitry Silversteyn
|
09/16/2019 | Get Article |
Machinery/Capital Goods
|
Industrial Weekly - The Nitro Boost (9/16/19)
Neil Frohnapple
|
09/16/2019 | Get Article |
HRI
OSK
HEES
URI
|
Monthly Rental Rate Momentum Survey
Neil Frohnapple
|
09/16/2019 | Get Article |
JPM
|
Great Company, Fairly Valued Stock; Downgrading to NEUTRAL
James Mitchell
|
09/16/2019 | Get Article |
Chemicals
|
BRG Chem Notes
Dmitry Silversteyn
|
09/13/2019 | Get Article |
PGR
|
First Look: Friday the 13th…
Amit Kumar
|
09/13/2019 | Get Article |
CAT
|
Caterpillar’s Retail Sales through August
Neil Frohnapple
|
09/13/2019 | Get Article |
Trucking
|
BRG Trucking Update
Matthew Brooklier
|
09/13/2019 | Get Article |
KR
|
KR: Kro”troluem”ger
Bob Summers
|
09/13/2019 | Get Article |
Insurance
|
CPI (Personal Auto) Update: Spread worsens but stocks continue to work. (PGR, ALL)
Amit Kumar
|
09/12/2019 | Get Article |
Insurance
|
Short Interest Update: EIG, SIGI, PRA increase; TRV, RE decrease
Amit Kumar
|
09/12/2019 | Get Article |
Automotive
|
September U.S. Retail Sales Through 4 Selling Days (36.4)%; Est. 16.5M SAAR
Glenn E. Chin
|
09/12/2019 | Get Article |
Financials
|
Industry Conf. Recap: 2019E EPS Looking Safer; Higher Rates of Late Easing Pressure on 2020
James Mitchell
|
09/12/2019 | Get Article |
LSTR
|
Weaker Fundamentals and Incremental Costs Drive 3Q19 Downside Pre-Report
Matthew Brooklier
|
09/12/2019 | Get Article |
Airlines
|
September Shaping up Fine; 4Q19 Supply Tightens on the Margin
Daniel McKenzie
|
09/12/2019 | Get Article |
CCMP
|
As Sales Pressures Wane, Stock Has Room to Run; Raising PT to $150
Dmitry Silversteyn
|
09/12/2019 | Get Article |
Food & Food Services
|
Monthly Smorgasbord; Crop Immaturity Remains Primary Issue for F19/20
Eric J. Larson
|
09/12/2019 | Get Article |
ALSN
CMI
MTOR
NAV
PCAR
RUSHA
WBC
|
3Q19 Freightliner Dealer Survey Highlights
Neil Frohnapple
|
09/12/2019 | Get Article |
ACGL
AFG
ALL
AIG
AXS
EIG
HIG
PGR
PRA
RE
RNR
TRV
WRB
THG
SIGI
CINF
|
Quick Estimates Update for Universe: We Prefer HIG, AXS and THG
Amit Kumar
|
09/12/2019 | Get Article |
USFD
|
USFD: Closing SGA a Positive Catalyst
Bob Summers
|
09/11/2019 | Get Article |
Automotive
|
Aug-19 Full-Month Pricing: ATPs +3.0% (~$950), Incentives +7.1% (~$300) YOY
Glenn E. Chin
|
09/11/2019 | Get Article |
MIDD
|
DealReporter Suggests JBT’s Aero Biz Is For Sale; Focus Will Be On Food
James Clement
|
09/11/2019 | Get Article |
SAFM
|
SAFM; Chicken Pricing Still Losing Ground
Eric J. Larson
|
09/11/2019 | Get Article |
OEMs
|
2019 UAW Contract Negotiations: Caution Ahead!
Glenn E. Chin
|
09/11/2019 | Get Article |
KR
|
KR: Overripe
Bob Summers
|
09/11/2019 | Get Article |
HDS
|
Downgrading To Neutral On Shakier Prospects For End Markets, Outgrowth
Robert Barry
|
09/11/2019 | Get Article |
MAS
|
Maintain Buy Ahead of Next Week’s Analyst Day
Megan McGrath
|
09/11/2019 | Get Article |
SERV
|
SERV Needed A European Platform And Now They Have It; Get Ready For More Deals
James Clement
|
09/10/2019 | Get Article |
F
|
Moody’s Cuts Ford/FMCC Credit Ratings To Junk
Joseph C. Amaturo
|
09/10/2019 | Get Article |
HDS
|
First Look: F2Q About As Expected, But 2H Outlook Considerably Weaker
Robert Barry
|
09/10/2019 | Get Article |
FOE
|
Reducing Price Target on Slower Volume Recovery
Dmitry Silversteyn
|
09/10/2019 | Get Article |
LMNR
|
LMNR; Adjusted 3QF19 EPS In-Line With Preannouncement
Eric J. Larson
|
09/10/2019 | Get Article |
Financials
|
Industry Conference Takeaways: Guidance Not as Bad as Feared
James Mitchell
|
09/10/2019 | Get Article |
HOME
|
HOME: Earnings Stabilization Must Follow Reduction in Unit Growth
Bob Summers
|
09/09/2019 | Get Article |
BA
|
The 777-X Test Failure
Richard Safran
|
09/09/2019 | Get Article |
Insurance
|
Kumar Chronicles: CLIPS, IVANS, Reinsurance Capital, RMS Conf Call, TRV
Amit Kumar
|
09/09/2019 | Get Article |
Insurance
|
Personal Lines Rate Monitor: August Update reflects declines (PGR, ALL)
Amit Kumar
|
09/09/2019 | Get Article |
BECN
|
August Weather Update
Megan McGrath
|
09/09/2019 | Get Article |
SAVE
|
August Weather Update
Daniel McKenzie
|
09/09/2019 | Get Article |
Machinery/Capital Goods
|
Industrial Weekly - The Nitro Boost (9/9/19)
Neil Frohnapple
|
09/09/2019 | Get Article |
Food & Food Services
|
Larson’s Fresh Off the Farm Weekly
Eric J. Larson
|
09/09/2019 | Get Article |
Insurance
|
Hurricane Dorian Special Update: RMS CC Takeaways
Amit Kumar
|
09/06/2019 | Get Article |
Homebuilders
|
McGrath’s Resi Wrap-Up: A Builders and Products Weekly Preview
Megan McGrath
|
09/06/2019 | Get Article |
Financials
|
Conference Angst: Trust Banks Most at Risk on NIM, But Sentiment Seems Already There
James Mitchell
|
09/06/2019 | Get Article |
BCO
|
BCO’s Interest In G4S Cash Isn’t New News
James Clement
|
09/06/2019 | Get Article |
Insurance
|
CONFERENCE CALL IN 90 MIN w/ RMS on Hurricane Dorian/Catastrophe Modeling
Amit Kumar
|
09/06/2019 | Get Article |
FAST
|
August Sales Steady M/M, Continue To Evidence Challenging Conditions
Robert Barry
|
09/06/2019 | Get Article |
Rail Equipment & Services
|
Deep Dive: How Long Does a PSR Hangover Last?
Matthew Brooklier
|
09/06/2019 | Get Article |
JBLU
ALK
UAL
|
Mid-Quarter Estimate Revisions Leave Stories Intact; Trimming JBLU Valuation
Daniel McKenzie
|
09/06/2019 | Get Article |
Airlines
|
4Q19 Supply Tightens Amid Steady Demand; Dorian a 3Q19 Spoiler Alert
Daniel McKenzie
|
09/06/2019 | Get Article |
FUL
|
FX and Sluggish Macro Drive Earnings Trim
Dmitry Silversteyn
|
09/06/2019 | Get Article |
BLDR
|
Management Meetings & Warehouse Tour
Megan McGrath
|
09/06/2019 | Get Article |
HOV
|
3Q19 - Order Momentum Continues
Megan McGrath
|
09/06/2019 | Get Article |
DHI
|
Thoughts after Management Meeting
Megan McGrath
|
09/06/2019 | Get Article |
CVGW
|
CVGW; Managing Well Through Volatility
Eric J. Larson
|
09/06/2019 | Get Article |
Financials
|
August Capital Markets Monitor: Trading Volumes Up, But IB Slow; Guidance Next Week?
James Mitchell
|
09/06/2019 | Get Article |
Homebuilders
|
McGrath’s Resi Wrap-Up: A Builders and Products Weekly Preview
Megan McGrath
|
08/23/2019 | Get Article |
HRL
|
HRL; Navigating Through a Difficult Environment
Eric J. Larson
|
08/23/2019 | Get Article |
DG
|
DG: In the Sweet Spot
Bob Summers
|
08/23/2019 | Get Article |
HRI
|
Reiterate BUY after Traveling with HRI
Neil Frohnapple
|
08/23/2019 | Get Article |
GNTX
|
Thesis Unchanged Following Analyst/Investor Mtg. Despite Recent Outperf.
Glenn E. Chin
|
08/22/2019 | Get Article |
BA
|
BA Remains a Tactical Buy - An Update
Richard Safran
|
08/22/2019 | Get Article |