All Research


Title Date Pages
IPG singing same song into proxy season, Thermo not thinking outside its box, Verizon with a changeup [IPG, TMO, VZ, HLF, MON, MTW] 2015-01-07
SLXP open to talk?, ValueAct blows off a little steam at MSCI, some not so subtle put buying at Nuance [SLXP, MSCI, NUAN] 2015-01-06
CEO Watch-List 2015-01-06
A proxy season preview, Equinix still waiting, an oasis for activism in the energy patch [IPG, MWV, YHOO, DD, ZTS, YUM, MCD, MTW, EQIX, OAS] 2015-01-05
Dec. 29 - Dec. 30 2015-01-05
Corvex braves the ARCP minefield, Computer Sciences cleans up an old mess, a couple of Elliott situations are ripening [ARCP, CSC, EMC, IPG, CVEO] 2014-12-30
Icahn resuscitates Manitowoc story, revisiting two medtech sale processes, short interest analysis [MTW, BCR, SYK, IPG, HRB, RIG, TLM] 2014-12-29
Consumer Dec. 15 - Dec. 19 2014-12-22
Dec. 15 - Dec. 19 2014-12-22
Madison Square Garden draws up new game plan, Stanley tosses in the towel, not quite ready to give up on Computer Sciences [MSG, SWK, CSC, CAG, HOT, IHG] 2014-12-19
Rite Aid story quickly turns, a Molotov cocktail thrown at Owens-Illinois, navigating through the Navistar selloff [RAD, OI, WIN, NAV, SD] 2014-12-18
Brookdale slides into the spotlight, CVS leaving ESRX behind, Salix seeks early parole [BKD, ESRX, CFX, PETM, SLXP] 2014-12-17
Stryker arranges some possible short-term financing, Express Scripts with a quick CFO hook, portfolio shaping at LLL [SYK, ESRX, LLL, IHG, WCG] 2014-12-16
Consumer Dec. 8 - Dec. 12 2014-12-15
What do you say PetCo, watching that Freeport dividend, a Regal Beagle of a deal [PETM, FCX, RVBD, RBC, CFX, MRVL] 2014-12-15
Dec. 8 - Dec. 12 2014-12-15
More of the same at three big Special Sits, reverberations off Danone, diving into that Kellogg move [YUM, UTX, DHR, AET, K, HSP, MJN, HUN, HAS] 2014-12-12
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

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