All Research


Title Date
March 28 - April 1 2016-04-01
Marriott limps to podium as a "winner," nothing dirty in Domtar's diaper, much ado about nothing at Marvell [MAR, UFS, MRVL, OMI] 2016-04-01
Focus Ideas [FFIV, HOLX, KSU, LVLT, BEAV, HAWK, BUFF, SEE] 2016-03-31
Hasbro boss frees up some bandwidth, Lowering odds we see a Rockwell Auto deal, Shutterfly board making room for activist slate? [HAS, QLIK, ROK, SFLY, PRGS] 2016-03-31
LXFT & MBLY: Proprietary call with Luxoft's smaller but fast growing automotive business 2016-03-31
Icahn doesn't pass his Hologic off on indexers, nothing wild coming from 3M, succession not a M catalyst at AGCO [HOLX, MMM, AGCO] 2016-03-30
3M has plenty of dry powder, Marriott is outgunned and needs some help, market does some double-dipping at QLIK [MMM, MAR, QLIK, AFFX, THG, XYL, GE] 2016-03-29
What has kept Blue Buffalo on the sidelines, Qlik story arrives right on time, no abatement in General Dynamics slump [BUFF, QLIK, GD, HOT, P, HRB, DATA, DISH, MJN, ADT, MRC] 2016-03-28
March 21 - March 24 2016-03-24
Yahoo! big underdog as Starboard pushes for unconditional surrender, latest Pandora song is a hit, watching for upsized M at 3M [YHOO, P, MMM, AFFX, IEX] 2016-03-24
Centene now on the clock, Starwood's sleight of hand, Pinnacle Foods loses a deal-maker, Akorn's violent rebound [CNC, HOT, PF, TMH, AKRX, AFFX, UAL] 2016-03-23
Drawing a connection between IHS and F5, Macy's and ALLY situations clean up nicely, Anthem draws its sword on Express Scripts [FFIV, M, ALLY, SEE, ESRX, VRX] 2016-03-22
Increasing Asbestos Earnings Drag Forecast: TRV, HIG, AFG, RE 2016-03-22
IHS boss makes good on Ruthian called-shot, Marriott gets its nose out in front, Chinese interlopers becoming a flourishing herd [IHS, HOT, MAR, AFFX, SHW, PLCM, AKRX] 2016-03-21
March 14 - March 18 2016-03-18
Express Scripts has a sick day, no change in J script, revisiting EW idea with new breakup artist coming aboard [ESRX, HOT, JNJ, EW, EQT, TMH, SFLY] 2016-03-18
Air Products calls an audible, CEO switch at Rio Tinto pushes off Alcoa idea, Mallinckrodt capital return transition continues [APD, AA, EMR, MNK, LGF, STRZA] 2016-03-17
EPAM: Management meetings, EPAM client insights, investor questions, and more- 2016-03-16
Not ready to dump Alere on sniff of corruption, cooling off Mead Johnson story, lot going on at Polycom [ALR, MJN, PLCM, MITL, UTX] 2016-03-16
Investors quick to scoop up Mead Johnson yarn, interesting upcoming call for ValueAct, reminder on Polycom [MJN, ValueAct, PLCM, SFLY] 2016-03-15

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