Event-Driven Research


Title Date
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
EQT gives birth to a new midstream baby, Broadcom not folding just yet, hard to see MGM making a trip up the Strip, preview of Mondelez plan is short on details (EQT, AVGO, MGM, MDLZ, ACHC, ILG, PRGS) 2018-02-21
Albertson's pulling a Keurig, Boeing shaking all the bushes, watching for a white flag at Broadcom, can Gardner Denver be another Roper? (RAD, BA, AVGO, CPB, GDI, BKD, CARS) 2018-02-20
Kraft begging for someone to answer the door, a more demanding crowd is lining up outside Allergan, Jana in the Box, two weeks and counting at EQT (KHC, AGN, JACK, EQT, ARES, LYB, CC, CDK, IPG) 2018-02-16
13F Analysis: NWL, BMS, FCE, CVG, ECA, QEP, EVHC, CTL, ZBH, DNB, KLXI, Vista Equity, RSG, WM, LOW, PF, MAC, SRC 2018-02-15
Phillips 66 won't be the next Precision Castparts, DaVita's next swing will be measured, a run to the boarder nets Chipotle a CEO (PSX, DVA, CMG, BG, STZ, CARS, CRL, GD) 2018-02-14
Dun & Bradstreet goes to its bullpen, Walgreen's Pessina heard singing "Love the One Your With," a succession-related sale idea that is drowning in the Charles River (DNB, WBA, CRL, EQT, CARS, NESN, XRX) 2018-02-13
General Dynamics makes good on Q3 signal, Textron taking some jabs, Fortive talking up its firepower, Bemis back to square one (CSRA, GD, TXT, FTV, BMS, NWL, DNB, FCE.A) 2018-02-12
Martin Franklin looks to bring down the House of Newell, IAC not yet in the separating mood, DXC humming into its split, waiting on XPO (NWL, IAC, EXPE, DXC, NUAN, LGF, TDC, XPO, SPB, KKR, UFS) 2018-02-09
Envision slows its roll, MEDNAX may be coming out of its slump, XL boss looks like a seller, a sign of hope at Domtar (EVHC, MD, XL, UFS, ZAYO, KKR, ASH, HAIN, CTSH) 2018-02-08
Wynn walks away from the tables, CEO talk at Chipotle, Akamai delivers under pressure, ADS restructuring creeping up the menu (WYNN, CMG, AKAM, MANH, HAIN, ADS, MAC, DNKN, AGN) 2018-02-07
Making lemonade out of lemons at Lulu, Macerich defense has some holes, shoehorning Oshkosh into Brunswick template, Arconic review figures to have depth (LULU, MAC, OSK, CASY, ARNC, BAH, HES, ASH) 2018-02-06
New Arconic CEO puts his chips on the table, Ashland gets some Lyondell sympathy, deal-talk gets higher profile at Clorox, lot of talking going on at MSG (ARNC, HES, ASH, CLX, KMB, NWL, MSG, GDDY, ROP, SPR, POST) 2018-02-05
Super Bowl Edition: Odds of CNH breakup improving but not imminent, Athenahealth drops 23 on Elliott, Selipsky paying dividends at Tableau, dusting off MDLZ-HSY file (CNHI, ATHN, THC,ESL, DECK, VLO, DATA, HSY, MAT, MSCI, XYL, BC, Super Bowl) 2018-02-02
Watching for a Franklin counter-attack at Newell, Bemis story has gone flavorless, Lazard's C-corp dream slipping away, David Simon wired to pass on Macerich (NWL, BMS, LAZ, ANTM, MAC, SPG, JNPR, PBI, EGN, ADP) 2018-02-01
Xerox getting married in Japan, Thomson deal has limited upside, watching Dun & Bradstreet, Shutterfly taking better pictures these days (XRX, TRI, DNB, SFLY, BEN, DHR, BC, PNR) 2018-01-31
Blackstone and Reuters looking to become Thomson Twins, another gas player looks to cure its discount, still waiting on CDK, Vista swishes another jump shot (TRI, AR, CDK, CALD, ADNT, MXIM, ILG) 2018-01-30
A very refreshing sip at Dr Pepper, KapStone finally finds its deal, searching for the next $5bn at Celanese, a very big pot at stake at WYNN (DPS, KS, CE, WYNN, PF, CASY, OSK, TXT) 2018-01-29
Surveying the wreckage at Newell, stars not aligning behind E*TRADE sale, cool reaction to ADS slingshot, CEO news at Convergys/Hill-Rom (NWL, ETFC, IPG, ADS, STX, BLMN, CVG, HRC, RTN, MMM) 2018-01-26
Newell ready to start over, tax reform won't pull forward possible UTX breakup, homing in on Varian following controversial quarter, Comcast re-sets leverage target (NWL, UTX, VAR, LYB, CMCSA, MAC, CREE) 2018-01-25

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