| More colorful than usual dividend talk at CenturyLink, WPP woes spill into Interpublic, eyeing comp at Spirit Airlines as stock loses altitude (CTL, IPG, SAVE, KEY)
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Bilson, Don |
2017-08-23 |
| Putting Elliott down for a birdie at BHP, ZAYO lifts REIT idea onto the front burner, H&R Block betting on Mr. Jones to be a big star (BHP, ZAYO, HRB, JCI, HUM, PII)
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Bilson, Don |
2017-08-22 |
| ADP passes on Pershing's nominees, Herbalife beating its chest, Glenview sketches out Tenet diagnosis (ADP, HLF, JCI, THC, NRG, CPN, DYN, FL)
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Bilson, Don |
2017-08-21 |
| Regime change very much a part of Pershing's ADP plan, a nasty breakup at Tenet, Energen facing more muscle (ADP, THC, EGN, HDS, HLT)
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Bilson, Don |
2017-08-18 |
| Madison Square Garden waiting on its Rocket-fuel, Pershing sees a double at ADP, where did the Jansen talk go at BHP?, a Molina thread that sounds familiar (MSG, ADP, BHP, COMM, MOH, AMR, HP)
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Bilson, Don |
2017-08-17 |
| Looking for the backup plan at Advanced Auto, rout at Dick's doesn't goose special sits potential, skepticism Mylan will have its payday (AAP, DKS, MYL, A, UNH, MPC, AKZA)
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Bilson, Don |
2017-08-16 |
| 13F Analysis (ECA, AA, NRG, EGN, DANONE, SIG, CL, ZBH, HAWK, HDS, NUVA, COMM, AXTA, INCR, MD, DLTR, NTCT, AAP, DDS, JWN, BG, NSC, BSFT, ACHC)
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Bilson, Don |
2017-08-15 |
| Magna makes it point - no breakup, next Energen meeting might be a special meeting, Starboard getting its REIT on (MGA, EGN, BLK, EQT, ALXN, HON, FCE, SRC, HPE, FTNT, PG, BN-PAR)
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Bilson, Don |
2017-08-14 |
| Event-Driven Research: Waiting for Rodriguez to go Godfather on Pershing, Nordstrom buyout still has a pulse, Magna boosting its tech credentials (ADP, JWN, MGA, STX, BG, SRCL,BW)
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Bilson, Don |
2017-08-11 |
| Perrigo holding it together during CEO search, department stores in focus, dental deal goes in for root canal, underwhelming update at Conduent (PRGO, JWN, DDS, XRAY, CNDT, MDCO, JACK, PAH)
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Bilson, Don |
2017-08-10 |
| DXC looks good coming out of the gate, EQT may have to worry about its flank, Mylan lets go of $6, no sign of grey smoke over Nuance (DXC, EQT, MYL, PAA, NUAN, ABCO, EGN, PAH, BKD, ZBRA)
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Bilson, Don |
2017-08-09 |
| Gallogly's conflict at DowDuPont, CBS claims it is strategically complete, the fight at ADP has lost some luster (DD, CBS, ABCO, BKD, BAH, ADP, UFS, TDG, W)
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Bilson, Don |
2017-08-08 |
| Cocktail time at United Technologies, two special sits caught up in generics tsunami, asbestos talk finally finds its way to ITT (UTX, PRGO, MYL, ITT, ADP, MD, CNDT, JACK)
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Bilson, Don |
2017-08-07 |
| Pershing taking on a tough defense at ADP, Dover puts its energy up for grabs, Stericycle getting back in the race (ADP, DOV, SRCL, FLT, KHC, HOLX, SFM)
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Bilson, Don |
2017-08-04 |
| Building another Disney from the ground up, Siemens playing it straight on healthcare IPO, Wyndham signal was pure, lot of CPG talk (HAS, LGF, SIE, WYN, BUFF, AVP, MDLZ, CTXS, DVA, CTL, BG)
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Bilson, Don |
2017-08-03 |
| Mondelez passes the baton to Mr. Potato Head, Peace breaks out at Spirit Aero, Some Wabco-related talk at Cummins (MDLZ, SPR, CMI, SABR, BFAM, OLN, PMC, JEC, Wireless)
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Bilson, Don |
2017-08-02 |
| athenahealth playing defense?, CDK has matters under control, eyeing McKesson CEO as a "Stumpf" candidate (ATHN, CDK, MCK, UNF, VIAB, CBS, JEC)
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Bilson, Don |
2017-08-01 |
| Hard for Lyondell to cool M&A talk when it's not buying, LabCo ropes a single, MEDNAX talking pivot, watching for activism at JCI (LYB, LH, CRL, MD, HIG, OZRK, JCI, RCII, AAN)
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Bilson, Don |
2017-07-31 |
| Sizing up the possible playbook at ADP, MEDNAX needs a slump-buster, EQT is full of "shi-nergy," NuVasive breaks its back (ADP, MD, EQT, ZBH, NUVA, MPC, CERN, HPE, LGF, NYT, FLS)
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Bilson, Don |
2017-07-28 |
| Hitting the reset buttons at Zimmer and Wild Wings, Hershey not flush in options, F5 hole deepens (ZBH, BWLD, HSY, NESN, FFIV, NSC, BAX, GD, SERV, LEA, TSCO, AZN, LH)
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Bilson, Don |
2017-07-27 |