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Title Date
An opening for Express Scripts, McDonalds not reading from activist playbook, Starboard not done in office supplies [ESRX, WAG, MCD, SPLS, KBR, AWI, SWK, CNX] 2014-12-11
Decision time for MeadWest, Hertz now a divided hotel, Regal plays around with its P&L [MWV, HTZ, HRB, BRCM, RBC] 2014-12-10
Two giants dial back M&A outlooks, a new "activist" to watch for, chewing on a big California health insurance deal [VRX, SI, CDK, IPG, UTX, MRK, DOV] 2014-12-09
A shank at ClubCorp, EQT makes good (on step one), another negative bet at Avon? [MYCC, containerboards, EQT, AVP, SJM] 2014-12-08
Consumer Dec. 1 - Dec. 5 2014-12-08
The Week Ahead [UTX, RBC, WY, BRCM, MYCC, BG, DHR, YUM] 2014-12-08
Dec.1 - Dec. 5 2014-12-08
M&A sounds getting louder at Humana, Owens Corning with a nice defensive move, LNG malaise now hangs over KBR meeting [HUM, OC, CPRT, KBR, JDSU, FNSR] 2014-12-05
Recent Ideas: Cardinal Health, Dillard's, Colfax, Owens Corning, Emerson, OCR, Xilinx 2014-12-04
Potash turns its attention to phosphates, legacy BEAV breaks nicely, Hawaii Five-O and Friday Night Lights [POT, BEAV, NEE, PKG, NSC, EXPR] 2014-12-04
L-3 getting more serious about re-rating opportunity, Zimmer lays out an opportunity, Johnson Controls set up for a sleepy year [LLL, ZMH, JCI, CLH, EQIX] 2014-12-03
Peltz swaps a legg for a mellon, no real turbulence ahead of BEAV split, EQIX still waiting on that stubborn piece [BK, BEAV, OIS, EQIX, FCX] 2014-12-02
Nov. 24 - Nov. 25, 2014 2014-12-01
Consumer Nov. 24 - Nov. 25 2014-12-01
Lions Gate turning into at least a two-horse race, some buyer's remorse in energy, Becton is the deal that keeps on giving [LGF, JCI, HUM, DRC, CAM, BDX, BCR] 2014-12-01
Short Interest Analysis: [GNW, HCA, DOV, HYH, RYAM, LH] 2014-12-01
Omnicare's catalyst fizzles out, cautious on BEAV ahead of Monday's guidance, will Highland be OK with $85 at Loral? [OCR, BEAV, LORL] 2014-11-25
Nov. 12 - Nov. 21, 2014 2014-11-24
Consumer Nov. 17 - Nov. 21 2014-11-24
Thinking about United Tech's M&A game, Dillards hands out some promotions, Styker gears up? [UTX, DDS, SYK, JEC, LGF, YUM] 2014-11-24

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