| ANSYS (ANSS): A leader in engineering simulation; Waiting for an Inflection in Usage
|
Ramnani, Arvind |
2015-10-11 |
| Accenture (ACN): Best In Class IT Services Provider
|
Ramnani, Arvind |
2015-10-11 |
| Oct 5 - Oct 9, 2015
|
Event-Driven Team |
2015-10-09 |
| GHRA, Bill Wilt, Alan Zimmermann to Launch Insurance Research
|
Wilt, Bill |
2015-10-09 |
| Roper continues to inch up breakup list, some Elliott names in the spotlight, a passing grade for Icahn at Freeport [ROP, EMC, CTXS, IPG, FCX, TDY, CFX]
|
Bilson, Don |
2015-10-08 |
| Yum! defense shredded by China miss, Platform Holdings preparing to hibernate, another lame duck sale? [YUM, PAH, MNK, ENS, JCI, LII, ABI, SAB, CFX]
|
Bilson, Don |
2015-10-07 |
| Lions Gate shows up as promised, Freeport gets out carving knife, a surprising coaching change at DuPont [LGF, STRZA, FCX, DD, MJN, BHI, XRX]
|
Bilson, Don |
2015-10-06 |
| GE whiz - Peltz finally gives up his secret, Potash decides against going a bridge too far, Lockheed has a CSC inkling? [GE, POT, LMT, CACI, SAIC, BCO, WFM]
|
Bilson, Don |
2015-10-05 |
| Catching up with Brookdale, considering whether XPO passed through capitulation, spinning and winning at the Garden [BKD, XPO, DISH, MSG, MSGN]
|
Bilson, Don |
2015-10-02 |
| Sept 28 - Oct 2, 2015
|
Event-Driven Team |
2015-10-02 |
| Icahn reaches for his sword, SanDisk flashes onto the buyout list, MTB finally gets its stamp of approval [FCX, SNDK, PAH, MTB, ASH, AA, HUN]
|
Bilson, Don |
2015-10-01 |
| Recent Ideas to Highlight: NRG, BKD, THC, AWAY, ESL, MNK, MCD, AKRX, ARMK, NTAP
|
Event-Driven Team |
2015-09-30 |
| Starboard takes aim Advance Auto, Cytec deal in line for an award, "Platform" revolt lands on Nomad [AAP, BAX, CYT, NHL, HOT, LPLA]
|
Bilson, Don |
2015-09-30 |
| Seeing a little smoke over Seattle, Yahoo charging forward, MGM not laying down just yet, deal interloper stories not panning out [MSFT, YHOO, MGM, ATML, SLH, ENDP, NRG]
|
Bilson, Don |
2015-09-29 |
| Alcoa flips from a no to a yes, Mead Johnson becoming relatively more interesting, XPO and Olin deals facing hostility [AA, WMB, MJN, HUN, HFC, XPO, OLN]
|
Bilson, Don |
2015-09-28 |
| FTC suffers a defeat, Xylem itching to pull the deal trigger, Marvell takes a knife to mobile business [SPLS, STE, XYL, MRVL, CAG, DMND]
|
Bilson, Don |
2015-09-25 |
| Sept 21 - Sept 25, 2015
|
Event-Driven Team |
2015-09-25 |
| The Beltway-where special sits go to die, Weatherford bounce lacks conviction, is Hartford cleaning up for any particular reason? [WFT, HIG]
|
Bilson, Don |
2015-09-24 |
| Lot of tax talk at ConAgra, Citrix tries to flush out a buyer before Plan B, no wavering at Potash despite share wreckage [CAG, CTXS, POT, VOW, NAV, FNFG, LPLA]
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Bilson, Don |
2015-09-23 |
| Ashland completes marathon in just under 900 days, woes continue at Mallinckrodt, eyeing another deal in utility "metering"? [ASH, CE, MNK, ITRI, WLK, WFT]
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Bilson, Don |
2015-09-22 |