| Bubbling at Coke, some trouble at Hubbell, a template for Express Scripts? [KO, ABI, RVBD, HUB, MON, ESRX, AMD, AA]
|
Bilson, Don |
2014-10-09 |
| Popping the bubble at Hubbell, the breakup bug spreads, waiting on that QEP answer [HUB/B, SYMC, QEP, SLXP, ZBRA]
|
Bilson, Don |
2014-10-08 |
| Recent Ideas: Express Scripts, B/E Aerospace, Owens Corning, Jacobs
|
Event-Driven Team |
2014-10-07 |
| Greetings from Oslo, new TV dollars goose MSG idea, teeing up another self-help measure at Monsanto [CF, MSG, MON, HRB, EW]
|
Bilson, Don |
2014-10-07 |
| Sept. 29 - Oct. 3, 2014
|
Bilson, Don |
2014-10-06 |
| CONSUMER: OC, MYCC, EBAY, WAG
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Bilson, Don |
2014-10-06 |
| Becton wasn't kidding, BEAV brings in a couple of deal-makers, H&R Block can't find the finish line [BDX, CFN, HRB, BEAV, HPQ, MSG, BID]
|
Bilson, Don |
2014-10-06 |
| Looking back on Diller's schedule, handicapping this weekend's action, Johnson Controls tapping the brakes [IACI, SLXP, CF, MYL, JCI, LGF]
|
Bilson, Don |
2014-10-03 |
| CONSUMER: H, HOT, HTZ, TYC, ADT, SPLS, WU, FOSL
|
Bilson, Don |
2014-10-02 |
| The E&C wheel stops on Jacobs, MeadWest now underwater, sifting through the Relational debris [JEC, MWV, CREE, CLH, BEAV, MTW, SPW]
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Bilson, Don |
2014-10-02 |
| Walgreen in focus, Babcock hands out another carrot, peer pressure at Owens Corning [WAG, BWC, OC, LGF]
|
Bilson, Don |
2014-10-01 |
| Exit strategy at Computer Sciences, eBay's earnings, exhaling at Lyondell, Teekay delivers [RVBD, PDCO]
|
Bilson, Don |
2014-09-30 |
| Sept. 22 - Sept 26, 2014
|
Bilson, Don |
2014-09-29 |
| Studio buzz leads to lions gate, walking into a trap at Civeo, NiSource sprinkles a cherry on top [LGF, CVEO, NI, TIBX, MYCC, MPC]
|
Bilson, Don |
2014-09-29 |
| Symantec goes with a familiar face, short sellers pouncing on spinoffs, tearing down that wall between Tyco and ADT [SYMC, CVEO, KN, IPI, TYC, ADT]
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Bilson, Don |
2014-09-26 |
| Short Interest Analysis - SD, CLF, RIG, SPLS, WU, FOSL, AUXL, YHOO, PGN, RYAM
|
Bilson, Don |
2014-09-25 |
| ValueAct juices up Valeant, Mylan may not have a problem after all, the skeptics show up at Hertz, [VRX, MYL, HTZ, DD, TIBX]
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Bilson, Don |
2014-09-25 |
| Resetting the story at Mylan, thinking of Express Script's next move, not exactly the same script at Xylem [MYL, ESRX, XYL, RDC, RIG, THC, ATHN]
|
Bilson, Don |
2014-09-24 |
| A strike against Stryker, Philips split a template for DSM?, thinking of Potash off CF merger talk [SYK, PFE, ZTS, CFN, DSM, POT, IPI, DRQ]
|
Bilson, Don |
2014-09-23 |
| Sept. 15 - Sept. 19, 2014
|
Event-Driven Team |
2014-09-22 |