All Research


Title Date
Third Point sees opportunity in Baxter succession, Ackman looks to get the band back together, lot of M&A talk over at HollyFrontier [BAX, MDLZ, KHC, Peltz, HFC, GMCR, AXLL] 2015-08-06
Recent Ideas to Highlight: EQT, NRG, AWAY, QCOM, APD, MCD, AKRX, ZTS, TYC, ESL 2015-08-05
Digging Into Spin Statistics Following Shire Attack 2015-08-05
NRG turns up as a split and activist candidate, seeing some JetBlue in HomeAway, MGM nearly ready to roll the dice [NRG, HRB, AWAY, MGM, AKRX, ETFC, MRVL] 2015-08-05
Brookdale running out of strikes, Community Health partying like its 1999, Columbia Pipe already getting "sale" questions [BKD, CYH, CPGX, HOLX, SMIN, WOOF, MDAS, MOH] 2015-08-04
Lot of interest in Phillip 66 next move, dialing in on EQT comp changes, taking a look at HealthSouth credentials [PSX, EQT, HLS, ALR] 2015-08-03
Jul 27 - Jul 31, 2015 2015-08-03
Consumer July 27 - July 31 2015-08-03
Popping the top off a bottling story, board moves at Air Products and Amgen getting attention, recent developments has Pinnacle Foods boss smiling [CCE, AMGN, APD, PF, HST, MSCI, IDXX] 2015-07-31
GNC delivers the franchise, NCR clocked on failed auction, a sign of life at Starwood [GNC, NCR, HOT, SWK, LLL] 2015-07-30
Might succession tempt an activist at Baxter?, Hilton inches toward REIT decision, new APD director has interesting resume [BAX, HLT, APD, WOOF, WFM] 2015-07-30
Cytec fulfills its destiny, CONSOL split runs up against covenant issue, Elliott feasting at Citrix and dieting at Juniper [CYT, HXL, GRA, CNX, CTXS, JNPR, NCR, ATML, OMI] 2015-07-29
A meter goes off at Honeywell, looking for Host special sit to get some attention, cool on AGN for ZTS thought [HON, HST, PCP AGN, ZTS, CNX, HIFR] 2015-07-28
What's next for Mylan, Perrigo and Allergan?, dusting off the Lear file, McGraw Hill makes its first post-settlement move [MYL, PRGO, AGN, LEA, MHFI, PMCS] 2015-07-27
Jul 20 - Jul 24, 2015 2015-07-27
Consumer July 20 - July 24 2015-07-27
EQT chief losing patience, considering Juniper's chances of joining Elliott's buyout club, a three and a half month wait time at McDonalds [EQT, JNPR, MCD, HOT, BEE, SYK, NUVA] 2015-07-24
Waiting on sunrise at EMC, M&A seems like a casualty in Qualcomm plan, what's with those spin mentions at Polaris? [EMC, QCOM, PII, HRB, BEAV, FBHS] 2015-07-23
Arvind Ramnani joins GHRA to cover IT Services, Software 2015-07-22
Shining a light on IDEXX Labs, sizing up United Tech's vulnerability, Peltz finds himself down a touchdown at Pentair [IDXX, UTX, THOR, PNR, TRV, BK, AMTD] 2015-07-22

Contact us here for help accessing content or arranging a relationship with our firm.