All Research


Title Date Pages
Buzzing around the pharma research space, a wacky Edwardian bankshot off Mead Johnson, an old friend joins Icahn at Xerox? (LH, PRXL, HAS, EW, FFIV, TDC, TIF, XRX, ARNC) 2017-02-06
January 30 - February 3 2017-02-03
Activist Situations Ripe for Updates Post ARNC --- BWLD, CTSH, BKD, HAR, PRGO 2017-02-01
Make way for Harrison at CSX, pillow fight at Tempur Sealy, standing eight count for Rite Aid (CSX, TPX, WBA, RAD, BEN, KEYS) 2017-01-30
Insurance Stocks Most Levered to the Trump Economy (AFG, WRB, AFSI, MKL, ORI) 2017-01-30
January 23 - January 27 2017-01-27
Lear facing a border tariff threat, Harris cleanup project completed, still waiting for Ergen to show his cards (LEA, HRS, DISH, FFIV, AF, TXT) 2017-01-27
United Rentals turbo-charges its surge with a deal, bar lowered at Mattel as new CEO approaches, life after Citrix and Varian spins (URI, ADS, MAT, OSK, HAR, CTXS, VAR, ABT, ALR, ARNC) 2017-01-26
ValueAct no longer so price sensitive at ADS, Don't mind the buyback at Stryker, expecting a wild(er) settlement at NRG (ADS, SYK, NRG, LMT, TXT, PII) 2017-01-25
Sifting through the ruins of Health Insurance M&A, Wild Wings spices up its defense, busy week at WestRock (CI, HUM, UNH, AET, ANTM, WCG, CNC, BWLD, WRK, CTXS, KMI) 2017-01-24
TransDigm gets lumped in with Valeant, NAFTA noise gets louder at Kansas City Southern, Avis shareholder issue percolating (TDG, KSU, SLB, CAR, GPK, BK) 2017-01-23
January 17 - January 20 2017-01-20
Best Buy boss may be headed home, a bearish signal for bank M&A, kicking around Colgate's M&A story (BBY, HLF, BBT, WBS, CL, LQ) 2017-01-20
Focus Ideas - MDCO, CTSH, ITT, ALR, RLGY, AL, HOLX, HAIN, ARNC, BWLD, PRGO, BKD 2017-01-19
The Harrison Express heads for CSX, Mallinckrodt gets its wrist slapped, keeping an eye on boardroom ages at Mead Johnson (CSX, CP, BEAV, MNK, MJN, USB) 2017-01-19
Sale talk still topical at Comerica, setting the table at Cognizant, Stericycle adds a couple of big shoulders to its board (CMA, CTSH, OZRK, MAT, SRCL) 2017-01-18
Succession news kills off hope for toy deal, a quick smoke and a deal for new Reynolds boss, Elliott sets its sights on NRG (MAT, RAI, NRG, HUN, HII, MCO) 2017-01-17
January 9 - January 13 2017-01-13
Jana collects on its HD Supply bet, good news arrives at Pandora at the right time, cooling on US Foods deal resuscitation prospect (HDS, P, USFD, SYY, VSTO, WPX) 2017-01-13
Perrigo acting poorly into nomination window, Graphic Packaging needs more than a buyback, Elliott shows up at Advisory Board (PRGO, GPK, ABCO, BEAV, COL, LH, INCR) 2017-01-12

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