Event-Driven Research


Title Date
An explanation for all that smoke at Alexion, United Continental engages its EPS thrusters, Sysco working overtime for Trian (ALXN, UAL, Buybacks, DOV, SYY, HUM, CPE) 2017-12-08
Waiting on a January headline from MEDNAX, Broadcom dividend move raises a question, new H&R boss promises to cut out the reactionary moves (MD, AVGO, HRB, WTB-LN, DE, TMUS) 2017-12-07
DaVita gets its money back, FTC rolls out the welcome mat for new TROX CEO, Coughlin calling a bottom at Allergan (DVA, TROX, JNPR, AGN, DISH) 2017-12-06
Bemis takes another step toward becoming MeadWest 2.0, HD Supply back in good form, is Hartford now at risk of losing a second favorite son? (BMS, HDS, HIG, Restaurant M&A, GD, LLL) 2017-12-05
Broadcom's three-star recruiting class, life gets more difficult for Mednax, Carlyle on sale, what happened to Mattel on Friday? (AVGO, MD, CG, AXTA, MAT, DECK) 2017-12-04
General Motors disappoints its back-seat drivers, Axalta can't find its way to the altar, Caterpillar likes the cards it is holding (GM, AXTA, CAT, PENN, PNK) 2017-12-01
The burrito is overcooked at JACK, smoke at Juniper but no fire, Huntsman not a seller at $31 (JACK, JNPR, HUN, MD, LYB, WBA) 2017-11-30
Chipotle hopes new CEO will get the line moving, picture at Nuance brightens, PPG on the back burner til spring (CMG, NUAN, PPG, MDCO, PSTG, NOMD, TECD) 2017-11-29
Ashland racking up overtime touting board refresh, can slumping Wendy's get into this M&A mix, Tempur hasn't soured on Thompson (ASH, WEN, BWLD, TPX, QLYS) 2017-11-28
Humana adds some spice to its already flavored story, DaVita joins the broken hearts club, homing in on Dun & Bradstreet's busted stoplight (HUM, DVA, EMR, DNB, HPE, CPB, AXTA, PPG) 2017-11-27
Whole Foods team back together at Bloomin, Not much change in the Lowe's story, Light leaves behind a stinker at Signet (BLMN, LOW, SIG, NUAN, MLNX, CDK) 2017-11-21
Shire hopes new hire is fire, NetApp's newfound sex appeal, two smaller ValueAct names to focus on (SHPG, NTAP, CDK, TRN, AWI, SIG, VIAB) 2017-11-20
Measuring Charles River as a Mednax play, waiting on a verdict at Rockwell, Viacom not budging on Paramount (CRL, CNC, ROK, VIAB, CMI, EGN, ACM, ZBH) 2017-11-17
A different type of baby is delivered at Mednax, Crazy Ivan at GKN, Lear losing its "just say no" guy, Emerson pushes for the end zone (MD, GKN, SPR, LEA, MAT, ROK, CDK, BG) 2017-11-16
Fire sale at Envision draws some interest, thinking about an O'Reilly two-step, MedCo calls to the bullpen, Garden CEO got dunked on (EVHC, ORLY, MDCO, MSG, CTL) 2017-11-15
REITs suddenly a special sits hotbed, Dolan and LeBron hit big shots at MSG, Bank of NY re-org doesn't scream "spin" (TCO, SRC, MAC, GGP, FCE, MSG, AAP, BK, MNST, HII, BWLD) 2017-11-14
Hasbro hears opportunity knocking, for whom the Zell tolls, Simon brings in a ringer, Equifax search takes backseat (HAS, MAT, QCOM, FCE, EQC, SPG, EFX, HAIN, ESL) 2017-11-13
Ergen thinks his pieces go together, GE talk at Air Lease, Third Point's trip down memory lane, Perrigo CEO leaving just as the fun returns (DISH, AL, MAC, Third Point, PRGO, SIE, JCI, INCR, CRL) 2017-11-10
Getting hard to ignore these Alexion ties to Shire, Rockwell defense looks shakier, new CenturyLink team defends dividend, the stink returns to Stericycle (ALXN, EMR, CTL, SRCL, EPC, CNDT, SEE, CSOD) 2017-11-09

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