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A flip flop at Macy's, taking stock of the...
A flip flop at Macy's, taking stock of the industrial "split" universe, Pall shockwaves felt at o...
5-14-2015 Event-Driven Research - Don Bilson
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Danaher kills two birds, Williams calls a familiar...
Danaher kills two birds, Williams calls a familiar play, PCP buyback may ease deal worries [DHR, ...
5-13-2015 Event-Driven Research - Don Bilson
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Two big guns go looking for filtration, the crowd...
Two big guns go looking for filtration, the crowd builds outside CDK, looking ahead to Stanley Da...
5-12-2015 Event-Driven Research - Don Bilson
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Consumer May 4 - May 8
Consumer May 4 - May 8
5-11-2015 Event-Driven Consumer Weekly - Don Bilson
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May 4 - May 8
May 4 - May 8
5-11-2015 Event-Driven Weekly - Don Bilson
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A super-sized grocery deal, Hilton sale idea gets...
A super-sized grocery deal, Hilton sale idea gets floored, gas station stories still intact after...
5-11-2015 Event-Driven Research - Don Bilson
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Monsanto plants a $45bn seed, Huntington misstep...
Monsanto plants a $45bn seed, Huntington misstep doesn't shake M&A appetite, throwing an O&G pros...
5-8-2015 Event-Driven Research - Don Bilson
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Share rotation now a worry at Whole Foods, Teradata...
Share rotation now a worry at Whole Foods, Teradata hole gets deeper, Dolan grabs the microphone ...
5-7-2015 Event-Driven Research - Don Bilson
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Recent Ideas to Highlight: EMR, MRVL, AKRX, CREE, WBS,...
Recent Ideas to Highlight: EMR, MRVL, AKRX, CREE, WBS, TKR, NHL
5-6-2015 Event-Driven Ideas - Event-Driven Team
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Surveying the post-MLP landscape, Emerson determined to...
Surveying the post-MLP landscape, Emerson determined to resist knee-jerk reaction, Alere gliding ...
5-6-2015 Event-Driven Research - Don Bilson
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IRS Dumps Containerboard Idea into the Recycle Bin
IRS Dumps Containerboard Idea into the Recycle Bin
5-5-2015 Event-Driven Research - Don Bilson
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Tenet's jewel morphing into a beast, Zoetis maps...
Tenet's jewel morphing into a beast, Zoetis maps out step one, highlight two spin anniversaries [...
5-5-2015 Event-Driven Research - Don Bilson
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Consumer Apr 27 - May 1
Consumer Apr 27 - May 1
5-4-2015 Event-Driven Consumer Weekly - Don Bilson
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Apr. 27 - May 1
Apr. 27 - May 1
5-4-2015 Event-Driven Weekly - Don Bilson
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Some frustration revealed at Teradata, no whistle yet...
Some frustration revealed at Teradata, no whistle yet at CSX, Patterson adopts a big dog [TDC, CS...
5-4-2015 Event-Driven Research - Don Bilson
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Training our sights on Ira Sohn, an interesting...
Training our sights on Ira Sohn, an interesting development in severance, Third Point makes a run...
5-1-2015 Event-Driven Research - Don Bilson
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Monsanto story comes out of the freezer, Smurfit Kappa...
Monsanto story comes out of the freezer, Smurfit Kappa CEO move further quiets takeout story, rea...
5-1-2015 Event-Driven Research - Don Bilson
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Express Scripts preaching independence, Hilton sees no...
Express Scripts preaching independence, Hilton sees no need for Starwood, downgrading M&A story a...
4-30-2015 Event-Driven Research - Don Bilson
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Starwood ready to check out, NCR review still in the...
Starwood ready to check out, NCR review still in the oven, lot of M&A talk at Textron [HOT, NCR, ...
4-29-2015 Event-Driven Research - Don Bilson
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An interactive idea for McGraw-Hill, different name but...
An interactive idea for McGraw-Hill, different name but same game at Roper, the aging C-suite [MH...
4-28-2015 Event-Driven Research - Don Bilson

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