| Workers' Comp: Still See Results Peaking, but Opioids a Bright Spot (HIG, TRV, WRB, ORI, AFG, AFSI)
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Wilt, Bill |
2016-08-02 |
| A new type of special sit for Harris boss, Emerson upsizes its hunting capacity, Williams opts for a kinder-sized cut (HRS, EMR, WMB, AMSG, EVHC, TEX)
|
Bilson, Don |
2016-08-02 |
| Does Cigna have Sysco appeal?,Harley stock continues to rev it's engines, NuVasive getting the CareFusion band back together (CI, HOG, NUVA, RIG, PSX, PNR, JEC)
|
Bilson, Don |
2016-08-01 |
| July 25 - July 29
|
Event-Driven Team |
2016-07-29 |
| Asbestos - Two Incremental Data Points from 2Q Earnings
|
Wilt, Bill |
2016-07-29 |
| Stericycle's growth story strikes out, frustration building at Lazard, activists finding targets in box cars and cranes (SRCL, LAZ, HOG, EMN, BEN, IVZ, TRN, TEX, VAR)
|
Bilson, Don |
2016-07-29 |
| More confident in round 2 at Hershey, Perkin tightens ties with Thermo, setting the table at Hologic (MDLZ, HSY, PKI, RR, GNC, LVLT, HOLX, ALR, HAWK, BID)
|
Bilson, Don |
2016-07-28 |
| The new "go to" fad in breakups, teeing up old question ahead of Lilly CEO swap, Valero taps the breaks (CTXS, LOGM, LLY, VLO, BAX, BWLD, CNC, SIRI, CE)
|
Bilson, Don |
2016-07-27 |
| Don't lump United Tech in w/ Perrigo, nothing brewing at Harley, Marcato orders up a dozen spicy wings (UTX, HOG, BAX, BEAV, BWLD, ROP, SC)
|
Bilson, Don |
2016-07-26 |
| Mondelez boosts its KeyStone state credentials, final call for Ericsson-Cisco thought, mixed emotions over E*TRADE deal (MDLZ, HSY, ERIC, ETFC, CST, MJN, SWK, CNC, BERY, UTX)
|
Bilson, Don |
2016-07-25 |
| July 18 - July 22
|
Event-Driven Team |
2016-07-22 |
| Pizzi Pounce looms at E*TRADE; HUM with a nice surprise, spinning a positive at Perrigo (ETFC, HUM, PRGO, SWK, BK, FNF)
|
Bilson, Don |
2016-07-22 |
| Reserve Releases May Continue to Fuel P/C Insurance Earnings in the Near Term
|
Wilt, Bill |
2016-07-22 |
| CEO search at F5 looks like a backup plan, re-rating now topical at Alliance Data, Elliott flashes its colors at Pulte (FFIV, ADS, PHM, UAL, GRA, ALR)
|
Bilson, Don |
2016-07-21 |
| Hurricane Analysis - Market Share and 100yr Model - Who is Most Exposed to Gulf States?
|
Wilt, Bill |
2016-07-21 |
| WLTW Asbestos Guidance Moving Towards our Estimates (TRV, HIG, AFG, RE)
|
Wilt, Bill |
2016-07-20 |
| Will AMTD's Hockey put a shot on ETFC, pension headwinds cause turbulence at Lockheed, pressure builds on F5 (ETFC, AMTD, LMT, FFIV, EPC, HAWK)
|
Bilson, Don |
2016-07-20 |
| Comerica gears up, looking ahead to F5 and Blackhawk, Williams pushes out nomination deadline (CMA, FFIV, HAWK, MRVL, WMB, MON, IEX, PNR)
|
Bilson, Don |
2016-07-19 |
| What got the tiger's tale last week, CDK not waiting around to deliver good news, Alere deal shows sign of life (K, CDK, AMCX, ALR, VIAB, HLF)
|
Bilson, Don |
2016-07-18 |
| July 11 - July 15
|
Event-Driven Team |
2016-07-15 |