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Spinoff calendar gets a big new addition, flashback to...
Spinoff calendar gets a big new addition, flashback to cautious FMC lithium comments, shouts of X...
5-25-2016 Event-Driven Research - Don Bilson
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M&A possibilities for Varian post-spin, Papa eager...
M&A possibilities for Varian post-spin, Papa eager to tout Bausch & Lomb, Best Buy loses its clea...
5-24-2016 Event-Driven Research - Don Bilson
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Jack Lew hangs CF deal on his wall, unimpressed with...
Jack Lew hangs CF deal on his wall, unimpressed with opening Bayer offer, activism loses another ...
5-23-2016 Event-Driven Research - Don Bilson
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Retiring FMC CEO gets his deal, Bayer hands a present...
Retiring FMC CEO gets his deal, Bayer hands a present to contrarians, Thermo maps out big M&A pro...
5-19-2016 Event-Driven Research - Don Bilson
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Homeowners' Premium G...
Homeowners' Premium G...
Homeowners' Premium G...
5-19-2016 Insurance - Bill Wilt
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ValueAct's ADS move is a return engagement, UTX has...
ValueAct's ADS move is a return engagement, UTX has no interest in Rolls, Progressive story takes...
5-18-2016 Event-Driven Research - Don Bilson
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DJ Meister does some spinning at Pandora, future...
DJ Meister does some spinning at Pandora, future Honeywell boss fine with mid-size deals, eyes pe...
5-17-2016 Event-Driven Research - Don Bilson
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13F Analysis (ADS, FFIV, CYH, HLF, YUM, HLT, TDG, MCD,...
13F Analysis (ADS, FFIV, CYH, HLF, YUM, HLT, TDG, MCD, ARMK, HAWK)
5-17-2016 Event-Driven Research - Don Bilson
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Allstate: Earnings Es...
Allstate: Earnings Es...
Allstate: Earnings Es...
5-17-2016 Insurance - Bill Wilt
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Some early 13F reviews and one preview
Some early 13F reviews and one preview
5-16-2016 Event-Driven Research - Don Bilson
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Buffalo secondary cools off sale idea, tossing around...
Buffalo secondary cools off sale idea, tossing around Franklin-Invesco idea, Chico is late, Therm...
5-16-2016 Event-Driven Research - Don Bilson
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"Flo" has a new boss at Progressive,...
"Flo" has a new boss at Progressive, remembering BASF's last bear hug, the window is open at Perr...
5-13-2016 Event-Driven Research - Don Bilson
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Talking chemical M&A, revisiting CDK LBO prospects,...
Talking chemical M&A, revisiting CDK LBO prospects, tasty JACK numbers but mystery at Qdoba (ALB,...
5-12-2016 Event-Driven Research - Don Bilson
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The judiciary now killing event-driven ideas, Fossil as...
The judiciary now killing event-driven ideas, Fossil as a GNC 2.0 candidate?, another M&A chillin...
5-11-2016 Event-Driven Research - Don Bilson
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Putting Zoetis to sleep, cooling further on FMC Tech,...
Putting Zoetis to sleep, cooling further on FMC Tech, watching to see where the Buffalo will roam...
5-10-2016 Event-Driven Research - Don Bilson
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Was Leonard Green behind Kohl's conversation?, HCP...
Was Leonard Green behind Kohl's conversation?, HCP reverses course, Akorn survives but now what? ...
5-9-2016 Event-Driven Research - Don Bilson
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NFL vs. Insurance Ind...
NFL vs. Insurance Ind...
NFL vs. Insurance Ind...
5-6-2016 Insurance - Bill Wilt
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Window opens at Teradata following coaching change,...
Window opens at Teradata following coaching change, swift justice at Catalent, trouble at Endo (T...
5-6-2016 Event-Driven Research - Don Bilson
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Valero very noticeably adds M&A to the...
Valero very noticeably adds M&A to the conversation, Cummins focused as deal-hunt hits six months...
5-4-2016 Event-Driven Research - Don Bilson
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Big CRO deal had some warning signs, secondary ices...
Big CRO deal had some warning signs, secondary ices INCR speculation, AIG as EBAY 2.0 (IMS, Q, IN...
5-3-2016 Event-Driven Research - Don Bilson

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