Event-Driven Research


Title Date
New player at MGM’s table, fanning the long-burning embers at Amerisource, precision finds its way to Kansas City Southern, PPG breakup is no sure thing (MGM, ABC, KSU, PPG, SKX, CBRL, KMI) 2019-01-18
PPG bends but hasn’t broken yet, summing up GM’s busy week, curious dump from Becton, Cars.com finally spills the beans (PPG, GM, BDX, USB, CARS, YELP, BG) 2019-01-17
Smiles abound at First Data’s hedge fund hotel, Scott Kirby piloting United to an early arrival, Teradata has a new fan (FDC, UAL, TDC, EW, ARNC) 2019-01-16
PPG's gets sideswiped ahead of big week, keeping the lights on for JAB at Dunkin, Jack in the Box story losing its flavor, sizing up newest add at Graphic Packaging (PPG, DNKN, JACK, GPK, QEP) 2019-01-15
Celanese prepares to Rohr, an interesting departure at PPG, gold deals becoming all the rage, digging a second grave for PCG special sit (CE, PPG, NEM, PCG, ASH, CNHI, CZR) 2019-01-14
Sizing up CEO sits at consulting heavyweights, Citi lets ValueAct look around the vault, MGM's Starboardian story resurfaces, sun shines on Domtar (ACN, C, MGM, CZR, HLF, UFS) 2019-01-11
Broadcom swaps in a new M&A specialist, more bad sellside review for YELP, the crowd shows an interest in Globus, time running out at Encana (AVGO, YELP, GMED, ECA, STZ, CTL) 2019-01-10
Zimmer stumbles into year two of Hanson turnaround, Cerner's big day looms, Cruising for an update at GM, now watching for a change atop Wright Medical (ZBH, CERN, GM, SIRI, AAP, MRK, WMGI) 2019-01-09
Medtronic stumbles its way back to the penalty box, a second chance for Molina skeptics, Union Pacific brings in a ringer, AutoNation cleans house (MDT, MOH, UNP, AN, DLTR, AGN, LLY, ASH) 2019-01-08
Starboard answers the call at Dollar Tree, arms race in pharma heating up with Lilly deal, DXC pays up to juice its top line (DLTR, LLY, DXC, QEP, AL, AER, AYR, GE, MAS) 2019-01-07
Looking for the next pharma rescue, new Incyte CFO may have a spin in mind, RPM stumbles and is back to square one, Bio-Rad now has two spots to fill (ALXN, INCY, RPM, PPG, BIO, MLNX, AL, AER) 2019-01-04
Bristol shows off it hunting skills, MGM shores up its defense with 2020 Plan, open-ended M&A questions that need answers, Q1’s two-year SpinCo anniversaries (BMY, MGM, ARNC, BG, JACK, MLNX, MYL, NLSN, ZAYO, ADS, THC, SRE, CNDT, HGV, VREX, LOGM) 2019-01-03
D-Day at Dollar Tree, Perrigo finds itself boiling in an Irish stew, KKR’s late-year fade smudges C-corp template for Blackstone (DLTR, LGF, MSG, XPO, PRGO, BX, CAG) 2019-01-02
Allergan CEO back in hot water, searching for 2018’s final deal in the Tall Grass, an early Christmas gift for Celanese, gazing at Icahn’s orbit into year-end (AGN, TGE, CE, HAS, NWL, XRX, DLTR) 2018-12-20
CBS floors its CEO search into overdrive, dishing on GE Healthcare IPO, Pfizer's Read goes out with a bang, storm clouds seen over Conduent (CBS, HAS, GE, PFE, CNDT, EQT, CVLT) 2018-12-19
Watching for a Dolan to run a pick n' roll at MSG, fanciful story at AutoNation gets an update, market is in no mood to buy Xerox downgrade (MSG, AN, XRX, SEE, CNC) 2018-12-18
Davita escapes with a trim, Acadia turns the page, Pittsburgh is epicenter for activism in the month ahead (DVA, ACHC, EQT, PPG, SYMC, GRA) 2018-12-17
No whiff of timidity at Danaher, new Starbucks CFO laughs off asset-lite talk, XPO totaled after running into a spruce (DHR, GE, SBUX, CNC, XPO) 2018-12-14
Lowe’s plan may not have enough sizzle for some, Hess talk avoids the big question, Teradata can’t be accused of being shy, what will break the fever at XPO? (LOW, HES, TDC, LII, XPO, MGLN) 2018-12-13
The Bluedorn watch is on at Lennox, Aramark misdemeanor draws a stiff penalty, time to bring BWX back on the radar screen (LII, ARMK, BWXT, MRO, MDCO) 2018-12-12

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