HRB files but still waiting on that big return, Sealed Air cleaning up a stubborn covenant, the political winds start to gently blow outside Monsanto [HRB, SEE, MON, ATML]
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Bilson, Don |
2015-06-09 |
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Recent Ideas to Highlight: CST, ZTS, WBS, MCD, THC, NOMHF, AXLL, MSCI
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Event-Driven Team |
2015-06-08 |
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Molson story may be spitting out foam, Esterline wins the Triple Frown, plenty of love for Nomad's older brother [TAP, ESL, PAH, NOMHF, MON, HIFR]
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Bilson, Don |
2015-06-08 |
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June 1 - June 5
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Bilson, Don |
2015-06-08 |
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Consumer June 1 - June 5
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Bilson, Don |
2015-06-08 |
|
A Morris seen on the horizon at CSC, some math behind this Nomad story, pondering M prospects after ABB catches an activist [CSC, NOMHF, ABB, KLXI, MRVL, OPK]
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Bilson, Don |
2015-06-05 |
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Go time for Ergen, Nomad comes back to life, not the Lab deal people were expecting [DISH, NOMHF, BRLI, CE, AMTD, ETFC]
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Bilson, Don |
2015-06-04 |
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Brookdale finds itself some time, surveying Stanley's credentials, Medtronic's crooked spine still needs straightening [BKD, SWK, IHS, MDT, ETFC, LPLA, M]
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Bilson, Don |
2015-06-03 |
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NetApp brings in a new pilot, CFO change cools off lukewarm E*TRADE thought, eBay gets going ahead of its big event [NTAP, ETFC, EBAY, MTW, ENBL]
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Bilson, Don |
2015-06-02 |
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MSCI executives get new severance packages, Chesapeake boss takes aim at short sellers, WhiteWave volume lifts after Hormel deal [MSCI, CHK, WWAV]
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Bilson, Don |
2015-06-01 |
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Humana - All things considered
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Bilson, Don |
2015-06-01 |
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May 26 - May 29
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Bilson, Don |
2015-06-01 |
|
Consumer May 26 - May 29
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Bilson, Don |
2015-06-01 |
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Breakup questions dot the HPC landscape, not much to see at Agilent, considering Peltz etiquette [CL, KMB, A, ZTS, Peltz, GEF]
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Bilson, Don |
2015-05-29 |
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Short Interest Analysis [CSX, CVC, IP, YUM, WEN, ALTR, CDK, JNPR, ANN, TWC, OCR, BCO, DD]
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Bilson, Don |
2015-05-28 |
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Defense companies looking for offense, CST might grab "stupid" money, white flags everywhere at Michael Kors [LMT, GD, CST, KORS, AVGO, BRCM]
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Bilson, Don |
2015-05-28 |
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Ben Franklin involved in another revolution, Owens roofing job might get some help, class divide at Hubbell widens [AXLL, OC, YELP, HUB, CFX]
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Bilson, Don |
2015-05-27 |
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Skeptical of new Lab story, Flip flopping potential Marvell catalysts, a 26 month value surge in cable [DGX, MRVL, TWC, CVC, NUVA, PF]
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Bilson, Don |
2015-05-26 |
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May 18 - May 21
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Bilson, Don |
2015-05-25 |
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Consumer May 18 - May 21
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Bilson, Don |
2015-05-25 |
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