Event-Driven Research


Title Date Pages
SpacMaster dials up Blackstone again, NCR cruises to victory at Cardtronics, backsliding at IBM wipes out spin gains, getting excited for Google’s Cloud disclosure (Foley, CATM, IBM, GOOGL, ACHC, KSU) 2021-01-25 4
New Intel boss isn’t ready to join Team Fab-less just yet, CSX looking for more balance, ARK pushes Paccar into the Century Club, American Eagle now a SoTP baby (INTC, CSX, PCAR, AEO, CTVA, Regional Banks ) 2021-01-22 4
Starboard looks to run up the score at Corteva, Sealed Air’s “mystery” buyer gets its opening, Adtalem CEO must now ward off an activist, United’s Kirby has a new target in mind (CTVA, ACIW, SEE, ATGE, UAL, HAE) 2021-01-21 4
American Airlines accidently tips its hand, Slow and steady is working for GM’s Barra, Lumentum feels some heat (AAL, GM, DFS, NFLX, PG, LITE, XRX) 2021-01-20 4
Deal-makers play a game of laser-tag, “Mutts” finding forever homes, Trapani sets his sights on Danone, eyeing a possible exit strategy at Genuine Parts (LITE, M&A, CTXS, Danone, DXC, GPC, GRA, PPG) 2021-01-19 5
Waiting for the power to be turned on at NiSource, Viacom surges past harm's way, Icahn charts a new course at Delek, bank shot pushes Kratos through valuation headwinds (NII, VIAC, DK, KTOS, CB, DAL) 2021-01-15
No reason for DELL-heads to sweat, Dropbox losses its top googler, rude reception for Couche, GameStop squeezes its way much higher (INTC, DBX, ATD, GME) 2021-01-14 4
Intel's Swan set to fly away, Abbott showing signs of waking up, Omnicell hurdle is a high one, What's taking DXC so long? (INTC, ABT, OMCL, AMT, GRUB, DXC, CMD, ODP) 2021-01-13 5
Steris designs an exit strategy at Cantel Medical, Omnicell signal is weak at Baxter, eyeing Dorsey's wintertime calendar, end of an era in Vegas (STE, BAX, TWTR, LVS, SWI, GRA, VRTX, PKI) 2021-01-12
Top W.R. Grace shareholder now at the speed limit, SoftBank crashes the party at Pacific Biosciences, NCR throws a curveball (GRA, PACB, IFF, NCR, HOLX) 2021-01-11 4
Latest F5 deal checks all the boxes, upcoming nomination window towers over Crown Castle, Atos gets an earful, Domtar is no longer a Diaper Dandy (FFIV, CCI, WBA, DXC, UFS, KSS, Packaged Food) 2021-01-08 5
Bonjour DXC, Odds-on favorite tips its hand at Perspecta, Surveying the Blue Wave as tide rolls out (DXC, PRSP, Georgia, MGM) 2021-01-07 4
Amerisource scratches its Walgreen’s itch, Change is in the air at UnitedHealth, a smoother path emerges for CNH, PPG’s trip to Finland gets more expensive (ABC/WBA, CHNG, CNHI, PPG, CLF, XRAY, ALB) 2021-01-06 5
Public Storage makes nice with Elliott, Teledyne hears some boos, a high-flying idea for QCOM’s Mollenkopf, the window opens at International Flavor (PSA, TDY, QCOM, IFF, IAC, CVA, MIC) 2021-01-05 5
M&A boxes that still need checks, Déjà vu for Intel’s Swan, Acadia clears hurdle number one, iRhythm showing no signs of cardiac arrest (Open-ended M&A Questions, INTC, ACHC, SNX, NYCB, LMT, IRTC) 2021-01-04 5
Teledyne moves up in weight class with FLIR, MGM looks to make a big bet, DENTSPLY flashes a big smile, new SolarWinds CEO enters Thunderdome (TDY, MGM, PENN, XRAY, SWI, MGLN) 2021-01-04
Year-End Awards, time for Elanco to make some pars and birdies, AGCO fight losing momentum, WEX puts its 'situation' to bed with a recut (Year End Awards, ELAN, ITT, AGCO, WEX, WCC) 2020-12-16
Showtime for Elanco, SolarWinds blown over by an ill-timed tornado, BioMarin and Dropbox moving up the "MLT" rankings, Eyeing Crown as a stocking stuffer (ELAN, SWI, BMRN, DBX, CCK, CATM, STT, WFC) 2020-12-14
Astra breaks the impasse at Alexion, Elliott looks to kick-start Public Storage, Vista buys another one of its toe-holds; Huntington now fighting as a middleweight (ALXN, Denner, INVA, PSA, PS, HBAN, PRMW, CCJ) 2020-12-14 6
Succession race takes shape at Broadcom, Eyeing the SpinMaster following Airbnb’s smashing debut, Verint is a go, Heavy volume at Cameco is an attention-grabber (AVGO, EXPE, VRNT, CLGX, BG, ARNC, OXY, CCJ) 2020-12-11 5

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