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Earnings in focus: DHR, WAT, APD, DD
Earnings in focus: DHR, WAT, APD, DD
1-28-2014 Event-Driven Update - Don Bilson
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Weyerhaeuser's cellulose in focus, Roper thinking...
Weyerhaeuser's cellulose in focus, Roper thinking big, beginning of a beautiful relationship at C...
1-28-2014 Event-Driven Research - Don Bilson
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An interesting question at Celanese, Corvex puts a ring...
An interesting question at Celanese, Corvex puts a ring on Signet, QEP acquisition may have spark...
1-27-2014 Event-Driven Research - Don Bilson
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Jana shows up in Houston, keeping an eye on Ensco, EBAY...
Jana shows up in Houston, keeping an eye on Ensco, EBAY not repeating Timken mistake (QEP, VGR)
1-24-2014 Event-Driven Research - Don Bilson
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Abbott's repatriation smells like Devon, General...
Abbott's repatriation smells like Devon, General Dynamics still cool to M&A, Motorola sticking wi...
1-23-2014 Event-Driven Research - Don Bilson
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eBay story falls into place, non-binding vote will be...
eBay story falls into place, non-binding vote will be critical
1-22-2014 Event-Driven Update - Don Bilson
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No protest at Family Dollar, little hiccup at Motorola,...
No protest at Family Dollar, little hiccup at Motorola, revisiting Fresh Market idea (TWI, CCC, DOW)
1-22-2014 Event-Driven Research - Don Bilson
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BNY Mellon shoots down spin idea, Third Point down on...
BNY Mellon shoots down spin idea, Third Point down on Dow, Cameron idea takes another hit (FRX, G...
1-21-2014 Event-Driven Research - Don Bilson
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BB&T's King steps up M&A talk, Peltz and...
BB&T's King steps up M&A talk, Peltz and Mondelez, the buzz around Tibco (PPG, TQNT, SWKS)
1-17-2014 Event-Driven Research - Don Bilson
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Busy few days at KBR, freshening up ABB for Rockwell...
Busy few days at KBR, freshening up ABB for Rockwell Automation, when will Danaher swing? (RTN, ...
1-16-2014 Event-Driven Research - Don Bilson
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Sniffing for activism at MeadWest, an Irish...
Sniffing for activism at MeadWest, an Irish "Lock" idea, Abbott keeps on touting nutrition (ETFC,...
1-15-2014 Event-Driven Research - Don Bilson
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Endo floats an M&A number, McKesson's plan B,...
Endo floats an M&A number, McKesson's plan B, new JACK chief likes his burritos (ESRX, QEP)
1-14-2014 Event-Driven Research - Don Bilson
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Short Interest Analysis - S, WMB, HCBK, DRI, HLF, FEYE
Short Interest Analysis - S, WMB, HCBK, DRI, HLF, FEYE
1-13-2014 Event-Driven Update - Don Bilson
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Raising a glass at Beam, Nooyi talks further about...
Raising a glass at Beam, Nooyi talks further about dissenters, Merck lays down its chips (JNPR, S...
1-13-2014 Event-Driven Research - Don Bilson
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Keeping an eye on Edwards, Starz story has a hole, hopes...
Keeping an eye on Edwards, Starz story has a hole, hopes on the rise for a dollar-store marriage ...
1-10-2014 Event-Driven Research - Don Bilson
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Time to pass the baton at Family Dollar, noise around...
Time to pass the baton at Family Dollar, noise around Compuware, an interesting comment at DirecT...
1-9-2014 Event-Driven Research - Don Bilson
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An interesting question at Lilly, Becton still cool on...
An interesting question at Lilly, Becton still cool on breakup, the FRX whirlwind continues (S, T...
1-8-2014 Event-Driven Research - Don Bilson
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Things getting uncomfortable at Select Comfort,...
Things getting uncomfortable at Select Comfort, SandRidge exits the gulf, keeping an eye on Manit...
1-7-2014 Event-Driven Research - Don Bilson
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Shining a light on Raytheon, remembering the tax basis...
Shining a light on Raytheon, remembering the tax basis at Hertz, Liberty getting ready to go abov...
1-6-2014 Event-Driven Research - Don Bilson
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Remembering Fiat's interest in trucks, curious...
Remembering Fiat's interest in trucks, curious trading volume at SemGroup, Lamar gets a scare (DN...
1-3-2014 Event-Driven Research - Don Bilson

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