Event-Driven Research


Title Date
A generally lousy month for General Mills, Dover goes to its bullpen, CEO talk in Industrial land, eyeing Webster through a KAR prism (GIS, DOV, Industrial CEO Turnover, WBS, EQT, CRM, GD) 2018-03-21
No Mas at Newell, No JV at Celanese, No more CEO at CNH, No love at all for Express Scripts (NWL, CE, ASH, CNHI, INTC, EVHC, ESRX, TRN) 2018-03-20
Icahn doing the Polka dance, Boeing board move may point to future elephant hunting, CACI International showing late speed at CSRA (NWL, STC, BA, GD, UTX, SHPG, BMS) 2018-03-19
An unsettling departure at EQT, Broadcom has plenty of gas left in its tank, Akamai won't stop, a suspicious resignation at Nuance (EQT, AVGO, QCOM, AKAM, NUAN, MLNX, ABG) 2018-03-16
Allergan releases the Kraken, Alexion potential helped by score on 1210, time is right for Lennox CEO to fly, Apollo now a part of the Xerox discussion (AGN, ALXN, LII, XRX, EVHC, AIG, HOG, NFG) 2018-03-15
UnitedHealth hire adds to insurer's breakup credentials, Amerisource not worried about deal-related customer defections, Signet secures a key endorsement (UNH, ABC, SIG, HDS, TFX, TXRH, CAKE, EAT) 2018-03-14
"Urgency" makes its way into the conversation at Allergan, $82 or else for Qualcomm boss, Cigna holders aren't buying what CEO is selling (AGN, QCOM, CI, ATHN, EVHC, FNSR) 2018-03-13
Johnson Controls whips out a strategic review, Silver Lake is thinking big at the Garden, Waiting on the D&B update (JCI, MSG, DNB, CMA, BOKF, CBS, MDLZ) 2018-03-12
MEDNAX drafting off Envision process, Dana heads for England, Navistar loving its two-year old Volkswagen, flagging a couple of Say-on-Pay routs (MD, DAN, NAV, NUAN, JCI, WYNN, COMM, SFM, NCR) 2018-03-09
Cigna takes a ride in the express lane, Elliott and Akamai settle up, Hess tries to lighten the mood with an ASR, why is Doug Foshee running Marathons? (CI, WBA, AKAM, HES, MRO, BK, PRGS, MLNX, CASY, HRB) 2018-03-08
Corvex wins at Alabama, Fortive is spinning again, Unpacking some additional thoughts on IP offer, here come the strategics at Envision (EGN, FTV, EVHC, IP, SK3, PKG, MDLZ, NAV, HRI, PBI, CREE) 2018-03-07
International Paper looking for its lucky charm, KLX EPS passes without incident, Nordstrom family throws an interception, Hock Tan has a reason to be steamed (IP, KLXI, NYCB, JWN, MMM, CTL, MAC, XRX, AVGO) 2018-03-06
Breakup talk at Eaton gets electrocuted, could Icahn turn on Franklin?, waiting on smoke at Hess, dusting off the TCF file following comp change (ETN, NWL, AKZA, HES, AKAM, QEP, TCF, THS, EFX, SHOP, BG) 2018-03-05
Divergent paths at MDCO and PDCO, Gap's Peck doing a Patton impersonation, keeping an eye on Allegheny through all this tariff noise (MDCO, PDCO, GPS, ATI, BK, CERN, PBI, SABR, ABI, PF) 2018-03-02
Next up for auction is a spin from KAR, timeshare operator confirms it's looking at options, Nordstrom MBO isn't sailing smoothly, Allergan's newest headwind (KAR, ILG, JWN, NWL, AGN, EVHC, UTX, ETN, BLMN, ACOR) 2018-03-01
Lowe's with a first inning strikeout, IPG isn't screening its calls, E*TRADE gets another reprieve, a tough nut to crack at Lions Gate (LOW, IPG, CPB, ETFC, ABC, LGF, PNR, DDS) 2018-02-28
The "view" at Tenet includes some green shoots, an Akorn falls from the tree, where's Equifax?, Buffett's "real" interest in real estate brokers (THC, AKRX, EQX, RLGY, MSCC, FFIV, WBT) 2018-02-27
Silver Lake swishes a 13-D at MSG, Tom Horton hears a who at Qualcomm and GE, Huntsman appetite fading, CIT CEO in line for another million bucks (MSG, QCOM, GE, HUN, JWN, CIT, AR, KHC, AKRX) 2018-02-26
The signal is answered at Blue Buffalo, elephant talk at Convergys, trying to make sense of the static at T-Mobile, Starboard holds its place in line at Cars.com (BUFF, FRPT, SPB, PAHC, IDXX, CVG, TMUS, PFE, CARS, HPE, JCI, SRCL) 2018-02-23
UTX talking about a three-way split, Kellogg and Campbell stories lack flavor, a Goldman shaped kiss at Hershey, a busy day at Starboard (UTX, K, CPB, HSY, DISH, BKD, MLNX, NWL, CAR, THS) 2018-02-22

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