| Consumer Apr. 6 - Apr. 10
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Bilson, Don |
2015-04-13 |
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| Express Scripts idea has its day, Citrix finds itself in warming water, taking stock of some board moves at Rayonier [ESRX, CTXS, RYN, FHN]
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Bilson, Don |
2015-04-10 |
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| Chinese whispers in the lobby of Hilton, applying an old Trian playbook to Emerson, baby steps at Ashland [HLT, EMR, ASH, TGI, COP]
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Bilson, Don |
2015-04-09 |
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| No roar from Lions Gate, surveying Elliott's software cupboard, gas deal has us wondering about Cheniere [LGF, CTXS, LNG, PNR]
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Bilson, Don |
2015-04-08 |
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| The flip side to a strong dollar, not much left in packaged software, wondering about Lubrizol's interest in coatings [FDX, INFA, AXTA, HCN, ALTR, HCBK, Duke]
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Bilson, Don |
2015-04-07 |
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| Marvell's day in court, Motorola comes off the "list," mystery over at Emerson [MRVL, MSI, CSC, MTB, HCBK, EMR, MAT, Duke]
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Bilson, Don |
2015-04-06 |
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| Mar. 30 - Apr. 2
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Bilson, Don |
2015-04-06 |
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| Consumer Mar. 30 - Apr. 2
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Bilson, Don |
2015-04-06 |
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| A play on the California drought, Lear keeping the family together, a seller is now pitching at NuVasive [XYL, LEA, NUVA, EMR, ARCP, OI]
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Bilson, Don |
2015-04-02 |
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| Recent Ideas: Dow, Omnicare, Alere, Teekay, Timken, Allegion, Tenet
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Event-Driven Team |
2015-04-01 |
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| Time for Timken to step up, more real estate talk at department stores, clock strikes midnight for Mall deal [TKR, M, MAC, PNK, UHS]
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Bilson, Don |
2015-04-01 |
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| Macy's slides into Dillard's spot, all eyes now on Walgreen's April meeting, Johnson Controls now warming up in the bullpen [M, DDS, ESRX, WBA, JCI, CMCSA, DD]
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Bilson, Don |
2015-03-31 |
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| Express Scripts now all alone, Altera may have tipped its hand last fall, what's with all the trading going on at PerkinElmer? [CTRX, ESRX, ALTR, PKI, OLN, DVA, MSG]
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Bilson, Don |
2015-03-30 |
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| Mar. 23 - Mar. 27
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Bilson, Don |
2015-03-30 |
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| Consumer Mar. 23 - Mar. 27
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Bilson, Don |
2015-03-30 |
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| Boom goes the dynamite at Olin, CEO change story coming into focus at Bank of New York, urging calm at Starwood [OLN, BK, DPLO, OCR, SRE, HOT]
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Bilson, Don |
2015-03-27 |
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| Waiting on word from two targets, resetting Teekay ahead of dividend hike, some sale names in the today's short spotlight [MAC, PNK, TK, CSC, MSI, TCB]
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Bilson, Don |
2015-03-26 |
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| A Marathon Man-like question for packaged foodies, starving for specialty pharmacy stock, not looking for a big upset at Sempra [KRFT, DPLO, OCR, SRE, ADT]
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Bilson, Don |
2015-03-25 |
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| A different kind of sale at Whiting, riding the rails as skies turn gray, Lions Gate diverges from fundamentals [WLL, KSU, CSX, LGF, ALR, FCX, MCD]
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Bilson, Don |
2015-03-24 |
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| Tenet has some surgery done, DuPont Schedule now has room for Q1 results, Elliott's shot at Informatica may clear the fence [THC, DD, INFA, NSP, MAC, MGM]
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Bilson, Don |
2015-03-23 |
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