All Research


Title Date Pages
Consumer Aug 10 - Aug 14 2015-08-17
13-F Analysis: [SYY, Peltz, KMI, CAG, PF, THS, ARG, IPG, MSCI, LH, CSX, LEA, MTW] 2015-08-16
A look at Hartford after yesterday's frenzy, Jana bulks up in a couple of two-way sits, big Starwood guest checks out [HIG, LGF, PF, JCI, WMB, HOT, HST, KS, VSTO, AAP] 2015-08-14
Aramark puts a date on the calendar, AirGas claims it heard the explosion, flashing back to URS following comp tweak at KBR [ARMK, ARG, KBR, NHL, DF] 2015-08-13
Macy's slip puts more attention on real estate, CDK looking for a Reynolds-like out, losing faith in CSC reverse merger [M, CDK, VSTO, CSC, HTZ, FCX, ICUI] 2015-08-12
Will CSC follow Symantec through door number two?, a Deere now in the short-selling headlights, considering a Pentair move on a now CEO-less Sulzer [SYMC, CSC, TEX, DE, M, KS, PNR, FCX, DF] 2015-08-11
Buffett grabs one of his own, Mallinckrodt still swinging despite tarnish, ValueAct pulls out its centurion card [PCP, DE, DVA, MNK, AXP, AAP, DF, LGF] 2015-08-10
Aug 3 - Aug 7, 2015 2015-08-10
Consumer Aug 3 - Aug 7 2015-08-10
Viacom rout gins up paramount idea, Icahn tops off his energy tank with LNG, lot of frustration at AirGas [VIAB, LNG, ARG, APD, CC, TDC, ICON] 2015-08-07
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

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