| 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]
|
Bilson, Don |
2015-06-09 |
|
| Recent Ideas to Highlight: CST, ZTS, WBS, MCD, THC, NOMHF, AXLL, MSCI
|
Event-Driven Team |
2015-06-08 |
|
| 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]
|
Bilson, Don |
2015-06-08 |
|
| June 1 - June 5
|
Bilson, Don |
2015-06-08 |
|
| Consumer June 1 - June 5
|
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]
|
Bilson, Don |
2015-06-05 |
|
| Go time for Ergen, Nomad comes back to life, not the Lab deal people were expecting [DISH, NOMHF, BRLI, CE, AMTD, ETFC]
|
Bilson, Don |
2015-06-04 |
|
| Brookdale finds itself some time, surveying Stanley's credentials, Medtronic's crooked spine still needs straightening [BKD, SWK, IHS, MDT, ETFC, LPLA, M]
|
Bilson, Don |
2015-06-03 |
|
| 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]
|
Bilson, Don |
2015-06-02 |
|
| MSCI executives get new severance packages, Chesapeake boss takes aim at short sellers, WhiteWave volume lifts after Hormel deal [MSCI, CHK, WWAV]
|
Bilson, Don |
2015-06-01 |
|
| Humana - All things considered
|
Bilson, Don |
2015-06-01 |
|
| May 26 - May 29
|
Bilson, Don |
2015-06-01 |
|
| Consumer May 26 - May 29
|
Bilson, Don |
2015-06-01 |
|
| Breakup questions dot the HPC landscape, not much to see at Agilent, considering Peltz etiquette [CL, KMB, A, ZTS, Peltz, GEF]
|
Bilson, Don |
2015-05-29 |
|
| Short Interest Analysis [CSX, CVC, IP, YUM, WEN, ALTR, CDK, JNPR, ANN, TWC, OCR, BCO, DD]
|
Bilson, Don |
2015-05-28 |
|
| Defense companies looking for offense, CST might grab "stupid" money, white flags everywhere at Michael Kors [LMT, GD, CST, KORS, AVGO, BRCM]
|
Bilson, Don |
2015-05-28 |
|
| Ben Franklin involved in another revolution, Owens roofing job might get some help, class divide at Hubbell widens [AXLL, OC, YELP, HUB, CFX]
|
Bilson, Don |
2015-05-27 |
|
| Skeptical of new Lab story, Flip flopping potential Marvell catalysts, a 26 month value surge in cable [DGX, MRVL, TWC, CVC, NUVA, PF]
|
Bilson, Don |
2015-05-26 |
|
| May 18 - May 21
|
Bilson, Don |
2015-05-25 |
|
| Consumer May 18 - May 21
|
Bilson, Don |
2015-05-25 |
|