Event-Driven Research


Title Date
Cognizant doing "it" on its own, Simon says ... Hain is vulnerable, don't look for the Kroger jet in Austin (CTSH, HYH, HAIN, KR, MGM, MLM) 2017-06-23
Dover is losing its breakup excuse, Hain looking ahead to better times, can succession unlock a portfolio review at Kimberly? (DOV, HAIN, HUM, KMB, HPE, SPLS, PAH) 2017-06-22
A "sell or wait" decision for older energy CEOs, one activist's struggles in the Deep South, sleepy software name awakened by go-private talk (Oil CEO / M&A Talk, CTL, CA, MMM, WHR, LH) 2017-06-21
Energen doesn't need Corvex around anyhow, Celanese CEO may have a two-step exit in mind, Pamplona and Starboard hook up again (EGN, CE, PRXL, EQT, SYK, CVE, BKD, PHG) 2017-06-20
Celanese turns a bogey into a birdie, EQT finds a tag-team partner, PerkinElmer makes a splash with a German cannonball (CE, EQT, PKI, WFM, PG, AXTA, WCN) 2017-06-19
Amazon fills up the basket at Whole Foods, may be go time for Hershey, Booz Allen falls into the abyss (WFM, NESN, HSY, CNC, BAH, WFT) 2017-06-16
Mylan boss pushes back, Patterson Co will pass on market check, Amerisource looks ready to repeat 2015 binge (MYL, PDCO, ABC, HAIN, MET, MAT, WFM, NRG) 2017-06-15
Alexion adds some thump to its lineup, Baxter dials back big-ticket M&A talk, two stories Brookdale with much different endings (ALZN, BAX, BKD, HRB, THS, MNK) 2017-06-14
Centene charges in while others flee, looking at Arconic's pure-play prospects, surprising feats of strength at Signet (CNC, ARNC, SIG, ECA, SEMG) 2017-06-13
New GE boss hasn't given healthcare separatists much hope, a possible silver lining for Xerox, Forest City prepares to attack undervaluation (GE, XRX, FCE, CTXS, PAH, UNF) 2017-06-12
Surveying the "family" landscape following Nordstrom move, Aflac's favorite son ducks out, no reason not to be Joly at Best Buy (CPB, DKS, HSY, SNI, TR, BEN, CFX, MSG, VIAB, DDS, FTNT, SAM, AFL, BBY, DLR, DFT, FCE) 2017-06-09
Flat beer and foul whiskey shots, eyes on Blackstone's next "acetate" move, United Natural feels heavy (TAP, JWN, BF.B, CE, EMN, UNFI) 2017-06-08
Keeping tabs of open sales processes, one step forward two steps back at HD Supply, succession plan starts to boil at Columbia Sportswear (BKD, ABCO, WBMD, CTXS, DECK, PRXL, CPN, GIMO, HDS, H, M, COLM) 2017-06-07
Perrigo in search of a new pair of eyes, HD Supply waters down its portfolio, a mystery Signet could do without (PRGO, HDS, CASY, CERN, SIG, AME) 2017-06-06
Activism playing almost as well as Golden State, Pinnacle wants more the second time around, adding two cents to the Mylan dustup (Activism, BWLD, PF, MYL, BG, WBMD, ADI) 2017-06-05
Colgate boss "brushes" aside the $100 question, Textron's Scorpion plan gets some help, searching for the next machinery deal (CL, KMB, TXT, MAT, AGCO, NUVA) 2017-06-02
Storey now reads a lot better, ConAgra ready to top off the hat trick, PPG decides Akzo is a bridge too far (CTL, CAG, PF, PPG, PDCO, PRGO, ENS) 2017-06-01
Norfolk gets noisier, Corvex looks for a win at Alabama, Marathon gearing up to pass the baton (NSC, EGN, ERIC, MPC, Lanxess, WLTW, PRGO, XTLY, WFM) 2017-05-31
Kansas City Southern grills up a new board, go time for PPG's McGarry, Decker's surge gives buyers something extra to think about (KSU, PPG, DECK, MRVL, HAIN, LGF) 2017-05-30
Immelt disappoints two constituencies, credit solution at Signet won't save trapped investors, less buzz this go around at Universal Health (GE, SIG, CSX, UHS, BWLD, KLXI) 2017-05-25

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