| Cognizant renovation showing promise, a settlement on the outback, Avis activist “upgrades” its position, Will Kinder Morgan stick to its plan? (CTSH, BLMN, CAR, KMI)
|
Bilson, Don |
2020-04-09 |
3 |
| RPM restructuring slippage is hard to sugarcoat, Molina’s Lonestar win finally getting its due, Perrigo bucks a trend while it waits for day in court (RPM, MOH, PRGO)
|
Bilson, Don |
2020-04-08 |
3 |
| IAC passes an easy math test, Coherent turns the page, Evergy gets a jolt, another Sea World CEO sleeps with the fishes (IAC, COHR, EVRG, SEAS, HXL )
|
Bilson, Don |
2020-04-07 |
4 |
| Aerospace deal felled by the Coronavirus, 2020’s “one shining moment” may feature Berkshire, Carrier breaks cleanly from the starting gate (WWD, HXL, Airlines, CARR, CNP, GDDY)
|
Bilson, Don |
2020-04-06 |
4 |
| Walgreens still prescribing share repurchases, new Acuity boss is ready to move past “lackluster,” Twitter selloff getting harder to ignore (WBA, AYI, TWTR, BBBY, PLAY, DIN)
|
Bilson, Don |
2020-04-03 |
4 |
| Carnival finds its buyers way beneath the surface, French Fry king suffering from grease fire burns, Macy’s goes from varsity to Frosh/Soph (CCL, M, ARNC, LW, BBBY)
|
Bilson, Don |
2020-04-02 |
4 |
| Xerox Quits!, Slippage finding its way onto spinoff calendar, Danaher theft is complete, another crack at Infrastructure Week (XRX, HPQ, Spin Calendar, DHR, ERI, VMC, MLM)
|
Bilson, Don |
2020-04-01 |
5 |
| Carnival sounds the alarm, Envestnet plays it safe, HOG settlement lacks sizzle, Axalta finally calls it quits (CCL, ENV, HLF, HOG, AXTA, CVLT, BWA)
|
Bilson, Don |
2020-03-31 |
4 |
| Tegna process goes off the air, poison pills becoming a drug of choice, PENN visits the pawn shop, Ackman coaching tree sprouts another branch (TGNA, TPX, PENN, BK, UTX, CRCL, XRX, HPQ)
|
Bilson, Don |
2020-03-30 |
5 |
| Williams' offers a non-threatening answer, Molina appears to get a second chance in Texas, SYNNEX hits pause on breakup, busy split schedule ahead (WMB, FLR, MOH, SNX, MSG, ARNC, UTX, APY)
|
Bilson, Don |
2020-03-26 |
|
| Phillips 66 won’t be paying up, airline lobbyists earn their pay, ADS passes its stress test, lots of card talk (PSX, OXY, Airlines, ADS, SYF, DFS, GDOT, TWOU)
|
Bilson, Don |
2020-03-25 |
5 |
| A silver lining in Twitter update, Axalta can’t call it quits, lots of dividend talk, a Wintertime RMT that can’t thaw out (TWTR, AXTA, Dividend Talk, APY)
|
Bilson, Don |
2020-03-24 |
4 |
| The gloves stay on Occidental, airline request for upgrade is denied, MGM plays it safe, a quick hook at CNH (OXY, Airlines, MGM, CNHI, T, DBX, BOX, ACHC, ADS)
|
Bilson, Don |
2020-03-23 |
5 |
| Occidental boss throws a Hail Mary, XPO scrubs review, auto renters running out of road, is that smoke over Williams?
(OXY, XPO, CAR, HTZ, DK, CVI, WMB, EBAY)
|
Bilson, Don |
2020-03-20 |
5 |
| Impala takes credit for Boss Hogg firing, Blackstone shows off its iron jaw, "open minded" words from Starboard at eBay (HOG, BX, EBAY, ARMK)
|
Bilson, Don |
2020-03-19 |
|
| FedEx avoids another crash landing, Marathon drags two questions across the finish line, Tegna gets a divine offer, Aramark getting pressured on multiple fronts (FDX, MPC, TGNA, XPO, NAV, ARMK, ATI)
|
Bilson, Don |
2020-03-18 |
5 |
| Airlines have fifty billion reasons to worry, HD Supply still on schedule, FleetCor looks for a W on comp, PENN can’t catch a break (Airlines, HDS, DD, FLT, PENN)
|
Bilson, Don |
2020-03-17 |
4 |
| Greetings from Thunderdome, an impala now charging a hog, Lockheed climbs the tower for its next CEO, closing the circle at Macerich
(HOG, ARMK, LMT, MAC)
|
Bilson, Don |
2020-03-16 |
4 |
| Full steam ahead for Starboard at eBay, UPS finds its next CEO in the boardroom, Activision googles up a succession plan, NBA suspension talk (EBAY, UPS, ATVI, MSG, OXY, MPC, NAV)
|
Bilson, Don |
2020-03-12 |
5 |
| Things are never simple at DXC, the Saudi hammer falls on OxyDarko; JetBlue doesn’t see consolidation on its radar, Insider buying in the headlights at KAR (DXC, OXY, CLDR, JBLU, PEP, KAR, TOL, TMO, AMCR)
|
Bilson, Don |
2020-03-11 |
5 |