All Research


Title Date
Tenet's largest shareholder nabs two seats, WhiteWave brings in an M&A ringer, a deal that literally belongs in the dump [THC, WWAV, WCN, BIN, WMB, USB] 2016-01-19
Jan 11 - Jan 15, 2016 2016-01-15
Akorn gets extension and a new auditor, TeamHealth leaves the door open, Analog Devices well-armed to buy back stock following miss [AKRX, TMH, AMSG, ADI, WBMD, LPLA] 2016-01-15
WebMD becomes another AirGas, trying to cut through the noise at Williams, will Bank of New York scoop up top free agent? [WBMD, ETE, WMB, BK, TMH, AMSG] 2016-01-14
The SpinCo Class of 2016 2016-01-13
Turning up the heat on Express Scripts, a reminder of open-ended stories at FMC and six others, lots of delisting worry being baked into Akorn [ESRX, ANTM, FTI, AKRX, SYK, OKE] 2016-01-13
ALL and PGR: December Auto Rates Increased at an Accelerating Pace 2016-01-13
Last call on Team Health, Lions Gate reset may draw out Malone loyalists, Icahn didn't say anything about options, did he? [TMH, AMSG, LGF, TWX, ZTS, MYL, MOH] 2016-01-12
Focus Ideas 2016: DFS, WRK, MAT, CST, NRG, BUFF, IPG 2016-01-11
Detailed Notes from 9th Annual India Trip 2016-01-11
Kohl's and Macy's in the spotlight, drug stories big and small, Fossil maps out an interesting "comp" change [KSS, M, BXLT, SHPG, ARIA, FOSL, POT, TMO, AFFX, WBMD] 2016-01-11
Jan 4 - Jan 8, 2016 2016-01-08
Did WebMD benefit from Walgreen's nod to verticality?, revisiting Time Warner board credentials amidst activist chatter, Community Health delays spin [WBA, ESRX, WBMD, TWX, CYH, GBX] 2016-01-08
Watching for Macy's to call a HudBay audible, a carrot but no sale commitment from CST, a dustup worth watching at ALLY [M, CST, ALLY] 2016-01-07
Life sciences in focus as Thermo loses handcuffs, Starboard runs out of patience, still too early to buy Johnson Controls? [TMO, A, YHOO, PXD, MRK, JCI, TMST] 2016-01-06
California Workers' Comp: Earnings Headwind as Loss Ratios Likely to Deteriorate (AFSI, ORI, AFG, RE, THG, HIG, WRB) 2016-01-05
Proxy season preview, a ship may be coming in for Blue Harbour, BioMarin board addition doesn't point toward immediate sale [XRX, CAB, AA, IPG, CNP, NSC, MAT, M, BCO, BIN, BMRN] 2016-01-05
Looming Baxalta sale catalyzes some SpinCo sale talk, Nomad looks to settle down, refreshing General Dynamics idea following Q4 languish [BXLT, EPC, NOMD, GD, CNP] 2016-01-04
Dec 29 - Dec 30, 2015 2015-12-30
Regional Bank M+A story comes out of penalty box, thinking of Comerica as activist chatter picks up, BWX breakup named named co-champ [KEY, CMA, BWXT, FNFG] 2015-12-30

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