| 13F Analysis (LOGM, DVN, XRAY, DLTR, AGN, CP, USFD, LAZ, NUAN, COMM, BERY, BCO)
|
Bilson, Don |
2018-11-15 |
| Acadia loses an extraneous part of its story, what's ahead for DaVita's standstill, Baxter buyback could drown out M&A noise, a November to Remember at Dell (ACHC, CP, DVA, ADS, BAX, IIVI, DVMT)
|
Bilson, Don |
2018-11-14 |
| Advance Auto starting to heat up, Baker Hughes pops a Nyquil, more changes at Halliburton, raising the odds of a LNG spin at Sempra (AAP, BHGE, HAL, JCI, SRE, ACM, ATHN)
|
Bilson, Don |
2018-11-13 |
| Miserable TMT deals becoming all too familiar, did Juniper come up with “22x21” all by itself?, a nice down-payment from Nuance (TMT Deals, APTI, JNPR, NUAN, AXP, CTL, JACK, LYB)
|
Bilson, Don |
2018-11-12 |
| CSX jets in to Calgary, Dentsply flosses up a new recovery plan, “everything” is not on the table at Cardinal, father and son talk at Johnson Controls (CSX, CP, XRAY, CAH, JCI, ADNT, PRGO, HAIN, NXST, PG)
|
Bilson, Don |
2018-11-09 |
| ZAYO veers off course, CNH in no rush to start breaking things, new WYNN CEO makes a break from the past, DaVita wins the midterms (ZAYO, COMM, MLNX, QCOM, CNHI, WYNN, DVA, DXC, JCI, WBT, CNDT, QEP)
|
Bilson, Don |
2018-11-08 |
| DXC fighting fire with fire, CDK with an intelligent hire, investors hoping to yell “Bravo” at Symantec (DXC, CDK, CARS, SYMC, VVV, THC, ISBC)
|
Bilson, Don |
2018-11-07 |
| Cognizant goes on the Atkins diet, Acadia breaks stride, all’s quiet at Mylan and Tenet, closing the books on two unpopular ’18 deals (CTSH, ACHC, MYL, THC, WBT, WRK, AVGO)
|
Bilson, Don |
2018-11-06 |
| The shine comes off 3G, Newell squeezes higher but ’19 remains a mystery, new era dawns at ITT, can’t find a “spin” in the listings at Realogy (KHC, BUD, NWL, ITT, RLGY, TVPT, PZZA)
|
Bilson, Don |
2018-11-05 |
| Ackman enjoying his macchiato grande, It’s no longer Hammer-time at McKesson, Symantec shows a pulse, betting on $9 and the “Biz Z” at Molina (SBUX, MCK, CZR, SYMC, MOH, TVPT, MD)
|
Bilson, Don |
2018-11-02 |
| Baxter once again hinting at bigger deals, buyback questions at Clorox, oil patch has another gusher, Molina delivers another hit single (BAX, CLX, ECA, MOH, BG, XPO, MDR)
|
Bilson, Don |
2018-11-01 |
| Bunge settles up and welcomes an old Relation, Cognizant gets an earful on succession, MGM will play the cards it holds (BG, CTSH, MGM, NUVA, AGN, PFE, ARNC, DHR, AN, CVLT)
|
Bilson, Don |
2018-10-31 |
| Arconic needs more time, Akamai getting comfortable with 30%, kicking around some CEO names for Campbell Soup (ARNC, AKAM, CPB, DVN, JACK, PVAC, FDC)
|
Bilson, Don |
2018-10-30 |
| Waiting on “specials” to start popping up in Building Products, JNJ’s Colgate opportunity, new CEOs at Welbilt and Hain, Red Hats and Red Sox (MHK, OC, FBHS, MAS, BECN, CL, EPC, HAIN, WBT, IBM, ACHC, CERN, PVAC)
|
Bilson, Don |
2018-10-29 |
| A Bunch drama unfolding at PPG, painting Lazard with an Oppenheimer brush, Mohawk collapse forces a pivot, Jana was spot on at EQT (PPG, LAZ, MHK, AGCO, EQT, JACK, MLNX, ASH, BC, TRN)
|
Bilson, Don |
2018-10-26 |
| Bunch v McGarry at PPG, painting Ameriprise with an ADS brush, DXC floored a bloke, Pershing checking back into the Waldorf (PPG, AMP, DXC, HLT, MLNX, MRVL, AXTA, FCX, COMM, SIRI)
|
Bilson, Don |
2018-10-25 |
| Last call on Juniper, a smooth Q3 flight at JetBlue, violence at GPK is too graphic to show, Teledyne’s wizard isn’t done yet (JNPR, JBLU, GPK, WAT, UTX, TDY, JACK, INGR)
|
Bilson, Don |
2018-10-24 |
| A smoky smell at British American Tobacco, no panic at UTX, a $24 question at Arconic, Freshpet is running like a Buffalo (BATS, UTX, ARNC, ATI, XRX, FRPT, LII, CVLT, VFC)
|
Bilson, Don |
2018-10-23 |
| Jacobs CEO rolling in chemical dollars, talking “precision” at Kansas City Southern, Kimberly makes it official, Icahn dealing again from his private portfolio (JEC, KSU, KMB, JNJ, ARII, STT)
|
Bilson, Don |
2018-10-22 |
| E*TRADE throws “seven bucks” on the table, NuVasive deal hopes felled by back pain, writing a Tarantino script for PPG, the beats continue at Celanese (ETFC, NUVA, PPG, CE, WBS, OZK, XRAY)
|
Bilson, Don |
2018-10-19 |