All Research


Title Date Pages
An interesting question at Lilly, Becton still cool on breakup, the FRX whirlwind continues (S, TMUS, WLP) 2014-01-08
Things getting uncomfortable at Select Comfort, SandRidge exits the gulf, keeping an eye on Manitowoc 2014-01-07
Shining a light on Raytheon, remembering the tax basis at Hertz, Liberty getting ready to go above $135? (MW, JOSB, RSE, SXC, POST) 2014-01-06
Remembering Fiat's interest in trucks, curious trading volume at SemGroup, Lamar gets a scare (DNR, CP) 2014-01-03
January Preview 2014-01-02
Hertz digs in, Netflix lowers its guard, not expecting fireworks at SPW 2013-12-31
Tronox M&A idea catches a tailwind, Starboard pops up in CW, a belated short report (PLL, IDEX, CROX, GM, SYY, NUAN, CPB) 2013-12-30
Assigning credit at Hologic, keep an eye on Bunge, Qdoba spin idea perking up? (PMCS, ADS, AVGO, LSI) 2013-12-23
Initiation of Spin Rankings 2013-12-20
An interesting development at Tenet, an air ball at Tibco Software, hitting the refresh at Sothebys (NAV, FNFG, HUB) 2013-12-20
IACI spin, Darden comes up short, MillerCoors (CFX, GIS, CIE) 2013-12-19
Day 2 at WPX, MMM gearing up to hunt, same old conservative stance at Honeywell (ALB, CBRL, PNR) 2013-12-18
WPX throws a changeup, Corvex flips the switch at Williams, refreshing Stillwater story (ENR, HXL) 2013-12-17
Keeping an eye on Colfax, AerCap steps up for AIG, will Starboard push for a fight at Calgon Carbon? (AVGO, TMUS, S) 2013-12-16
URS belting out a new tune, a cicada-like question at DTV, Strategic Hotels hustling for votes (TXI, APC, TROX) 2013-12-13
Danaher script reads the same, worth revisiting Stanley in 2014, some dishing on DISH (DTV, XLS, ADS) 2013-12-12
Short Interest Analysis - GM, LGF, CVC, MU, PBI, NUAN 2013-12-11
Cameron gets its defense on the field, doorbell finally rings at Scripps, Quest on the clock (CAH, HRB, CA, XRX) 2013-12-11
Strategics pass on Volvo Rents, Corvex scores at Fidelity, Vail Resorts still a mystery (OCR, CAH, TEX) 2013-12-10
Tying together some strings at eBay, Hologic finds a new CEO, Sysco cooks up a hearty deal (CPB, FDO, CPWR) 2013-12-09

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