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Title Date
Shire still on Baxalta despite Dyax takedown, keying in on Allstate's pricing, ConAgra closes the books [SHPG, DYAX, BXLT, ALL, CAG, THS, STRZA, STX, WDC, MDAS, HLF, LPLA] 2015-11-02
Bank deals getting rude receptions, all sorts of dividend talk at Potash and Conoco, decision time approaching for Icahn's refiner [NYCB, KEY, POT, COP, QCOM, CVI, GNC, MGM] 2015-10-30
Oct 26 - Oct 30, 2015 2015-10-30
Allstate Closing its Pricing Gap...Slowly, Relief Rally May Prove Elusive 2015-10-29
MGM rolls the dice on a REIT, Baxter signs top free agent, Fidelity National boss talking up his SOTP [MGM, BAX, FNF, MSCI, NYCB, AF, MRO, COP, GD, MTW] 2015-10-29
CTSH: Our thoughts on 2016, long-term thesis and expectations heading into 3Q 2015-10-29
Northrop gets its bombshell win, Walgreens leapfrogs CVS, Baxter singing a different M tune [NOC, BA, WBA, RAD, BAX, CBI, CAB, QSR, DD, NCR] 2015-10-28
Corning flexes its muscles, Marvell teetering on the edge of abyss, quick hits and short interest dive [GLW, MRVL, HIG, HUN, XRX, NI, TEN, VRX, AA, THC, HTZ, TWTR, OLN] 2015-10-27
Unpacking some packaging deal prospects, Xerox may be on the verge of re-booting, where might platform contagion spread next? [PKG, KS, Smurfit Kappa, XRX, PAH, JAH, VSTO, VFC, FNFG, AF] 2015-10-26
Oct 19 - Oct 23, 2015 2015-10-23
EQT chief pockets split for now, E*Trade interested in doing some of its own trading, Tenet paints a different picture [EQT, ETFC, THC, CAG, THS, KS, VRX, ZTS, RTN] 2015-10-23
Dow moving its feet, Citrix doing some things right, Hospitals suddenly come down with the flu [DOW, CTXS, ABT, STJ, CYH, MJN, DRI, KMI, PII, AAPL] 2015-10-22
The semi party lets in new guests, waiting on round two at AmSurg, Hanover inches up the P list [LRCX, KLAC, AMSG, TMH, THG, IPG, OC, SYNN, LMT, DRII] 2015-10-21
Amsurg trying to repeat a trick, YUM edits its story, Celanese outlook stands out in a storm [AMSG, TMH, YUM, VRX, CE, OZRK, WTW] 2015-10-20
Valeant moving its feet, Semi heat turned up a notch, Schlumberger not slowing down [VRX, PMCS, MENT, SLB, DBD, NCR, MRVL, TFM] 2015-10-19
PC Initiation of Coverage - Focus on underwriting outperformers, beware of pricing and asbestos issues 2015-10-18
Allstate Not Exercising Pricing Power, Shares Not a Bargain Yet 2015-10-18
PC: Asbestos earnings drag. Exposure highest at TRV, HIG, others 2015-10-18
Commercial Auto insurance issues: only noise, expect bright spot in '16 2015-10-18
Our Industry Perspective - The Long View 2015-10-18

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