Event-Driven Research


Title Date
Amex opts for familiarity, M&A talk at M&T, lukewarm Textron flying in a white hot space, Hewlett's modest buyback sparks a question (AXP, MTB, TXT, HPE, CREE, UAL) 2017-10-19
Harley LBO talk becomes more conversational, Anthem buys into the law of verticality, Encana rolls out a plan, hoops talk in New York (HOG, ANTM, ECA, CNC, MOH, KSU, MSG, CREE) 2017-10-18
Danone doing just fine on its own, a new mid-cap is birthed in generics, Aramark lays breakup question to rest (DANOY, IPXL, ARMK, AGN, KBR, HON) 2017-10-17
Sachem Head reportedly dialing up the heat at Shire, Aramark dresses up portfolio with "uni" deal, ADS slingshot looking better (SHPG, CTEC, ARMK, ADS, BG, CNC, LM, DVA) 2017-10-16
Time for Charlie and Randall to have dinner, EQT puts its vote on the calendar, busy few weeks ahead at CSX (DISH, EQT, CSX, HAWK) 2017-10-13
DXC boss jumps right back into the Spin Zone, Sunny Juniper story gets cloudy, more back pain at NuVasive, Don Draper's message for Casey's (DXC, JNPR, NUVA, CASY, HAWK, DVA) 2017-10-12
Molina says hola to Mr. Zubretsky, Elliott trying its luck in medtech, diving into the Procter vote (MOH, SN, ZBH, PG, CBRL, HON) 2017-10-11
Honeywell gives birth to twins, Axalta no longer getting much help from "plan B" status, waiting on a date at EQT (HON, AXTA, EQT) 2017-10-10
Prime Time for a Sub-Prime, GE Vice Chair now has no chair, what's good for GE should be good for PG (OMF, GE, PG, QEP, DVA, HLF) 2017-10-09
A casino deal that was always in the cards, Medicines Co checks another box, Clorox denies any signaling, Honeywell wants to hydrate (PENN, MDCO, CLX, GIMO, JWN, HON, IP, GPK) 2017-10-06
Nooyi cool on third leg M&A, pressure building on Kraft, Citrix serves an appetizer, Happy Birthday Les (PEP, Danone, CTXS, STZ, MSCI, CBS, VIAB) 2017-10-05
Finally good news at Mylan, circling back to some air lease stories, Procter's missed opportunity, Mattel now has a deal-maker in the room (MYL, AYR, AL, ILG, PG, MAT) 2017-10-04
More than a routine cleaning at Dentsply, Fifth Circuit is ValueAct's Cathedral of Holy Trinity, ball is in Dolan's hands at MSG (XRAY, TRN, MSG, JWN, BAH, PG, IPXL) 2017-10-03
Krafting a less interesting story at Kellogg, XPO has narrowed it down to twelve, Helmerich's dividend losing a fan, sizing up the new Oaktree cluster at HAIN (K, CAG, XPO, HP, SCOR, BKD, HAIN) 2017-09-29
HAIN cleans house, Huntsman standalone prospects in focus, what's good for Heinz isn't good for Procter (HAIN, HUN, PG, BMS, CMA) 2017-09-28
Goldbugs pressed to demand more from gold miners, Lazard has ammo for a Greenhill-like play, More on-the-record support for Peltz (Gold Mining, LAZ, PG, QEP, ALR, UNFI, BMS, IPG, KR, MAT, HLF) 2017-09-27
Nestle squeaks its way over the bar, watching for next sale at Blue Buffalo, Icahn's marathon at Navistar finally paying off (NESN, BUFF, EFX, NWL, NAV, UNFI) 2017-09-26
DaVita remains vulnerable to age old story, P2 shows up right on schedule at Broadsoft, Colfax cuts off a leg, Cree snags itself a middleweight (DVA, BSFT, CFX, CREE, GPC, PG, CL) 2017-09-25
Bemis still taking meetings, Tiffany leadership overhaul now complete, Glass Lewis steps up for Peltz once again (BMS, TIF, HDS, PG, IPXL) 2017-09-22
Anadarko pulls a 180 on capital allocation, new Citrix director has done well for Elliott in the past, another sign XPO is ready to lunge (APC, CTXS, XPO, EQT, PDCO, CCC) 2017-09-21

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