| Succession race takes shape at Broadcom, Eyeing the SpinMaster following Airbnb’s smashing debut, Verint is a go, Heavy volume at Cameco is an attention-grabber (AVGO, EXPE, VRNT, CLGX, BG, ARNC, OXY, CCJ)
|
Bilson, Don |
2020-12-11 |
5 |
| "Request for Activism" at Alkermes is answered, Nielsen sequel debuts with strong ratings, the Sulzbergers are not the Grahams, More surgery for Tenet (ALKS, NLSN, NYT, THC, NTNX, XOM, ALXN)
|
Bilson, Don |
2020-12-10 |
|
| Baxter is outed at Omnicell, Dispensing with LBO thought at Cantel, Instant gratification for Jana at Encompass, Jamie said it again (BAX, CMD, EHC, JPM, FFIV, ACM, HRB, CATM)
|
Bilson, Don |
2020-12-09 |
5 |
| Foot Locker has seen enough, Starboardian chipmaker brings ON a young ringer, Evergy checks an important box, Does Veritas still have room left for Cubic? (FL, ON, EVRG, Veritas, MDLA, ALKS)
|
Bilson, Don |
2020-12-08 |
5 |
| NCR’s suddenly getting a lot of digital banking love, Bill Foley edges out Jim Gorman,
Foot Locker now has a “size 12” holder, Allegheny pivot quickly wins over fans (NCR, Bill Foley, FL, XOM, LIVN, ATI, REZI)
|
Bilson, Don |
2020-12-07 |
5 |
| Tension building at AGCO, Cloudera's M&A story catches a downgrade, not all splits are created equal, Apollo has filled its NYT hole (AGCO, CLDR, XPO, IP, VOYA, APO, LPLA)
|
Bilson, Don |
2020-12-04 |
|
| XPO finally makes up its mind, International Paper prepares to go paperless, “Aussie Aussie Aussie” cheer heard at Waddell, Ubben hasn’t given up on Strategic Education (XPO, IP, ACM, WDR, STRA, PDCO, BLL, CLDR)
|
Bilson, Don |
2020-12-03 |
5 |
| Salesforce pays a steep price for slacking off, Callaway tearing up the back nine, Asbury puts $20bn on the table, Starboard moves to DEFCON 2 at ACI Worldwide (CRM, ELY, FL, ABG, ACIW, BOX, THC)
|
Bilson, Don |
2020-12-02 |
|
| NCR hoping “80-60-20” refresh can get it to $40, two-minute warning at Genuine Parts, refreshing some Starboard sits, one solar name may be stuck where the sun don’t shine (NCR, XOM, GPC, ACM, BOX, ACIW, NLOK, FSLR)
|
Bilson, Don |
2020-12-01 |
4 |
| S&P wants all the INFO, Benioff now a certified sandbagger, Bayer waves goodbye to Elanco, AGCO dustup has legs (SPGI, CRM, ELAN, AGCO, FL, KBR, CDK, SNX, AAN, GRA)
|
Bilson, Don |
2020-11-30 |
|
| Sealed Air unpacks another CFO, no pain for Bain at Nutanix, the Stack Era winds down at Dick’s, CoreLogic opponent is looking to “sweep the leg” (SEE, NTNX, DKS, CLGX, XPO)
|
Bilson, Don |
2020-11-24 |
4 |
| FirstEnergy needs to clean house, CoStar breaks the seal in residential, Encompass story passes first test, Altice shows off its fluency in Dutch (FE, CLGX, EHC, ATUS, VTRS, SYY)
|
Bilson, Don |
2020-11-23 |
4 |
| Corteva won’t be changing quarterbacks, Koch stake at ON has been turned off, Smurfit capital raise smells a little funny, Lone Pine’s amazing hold at L Brands (CTVA, ON, SKG, LB, BERY, CBRL)
|
Bilson, Don |
2020-11-20 |
5 |
| Time to reset the board at F5 and Cubic, Nuance dancing for its growthy new audience, mystery buyer at Lumen is a head-scratcher, coast is clear at FLIR (FFIV, CUB, TWTR, NUAN, LUMN, FLIR, XOM, OVV)
|
Bilson, Don |
2020-11-19 |
5 |
| Coast seems clear at Genuine Parts, Walgreens can no longer play it safe, PG&E goes to Michigan to find its next fire fighter, CNH busy poaching outside Minneapolis (GPC, WBA, PCG, CNHI, PII, CLGX, DVA)
|
Bilson, Don |
2020-11-18 |
4 |
| 13F Analysis: (EHC, ELY, CCI, WELL, SEE, WBT, ALKS, Buffett, KSS, VVV, ACIW, ELAN, FE, JBLU, KBR, FLEX, USFD, KR)
|
Bilson, Don |
2020-11-17 |
7 |
| HD Supply proves you can go home again, PNC leaps into the top-five, Viacom is a 13-F darling, Ten million reasons to pay attention to Under Armour (HDS, PNC, VIAC, UAA, NI, ACM)
|
Bilson, Don |
2020-11-16 |
5 |
| Opening pitch of 13-F season is a ball, Nomura seen riding the rails to Norfolk, no reason to give up on Sealed Air yet, eyeing Welltower ahead of the roster reset (13F, VIAC, NSC, SEE, WELL, EPC)
|
Bilson, Don |
2020-11-13 |
4 |
| Sleeping giant at AGCO wakes up, eyeing the future at Brooks Automation, lost decade ends at Pacific Biosciences, one laser-maker’s message is far from coherent (AGCO, BRKS, PACB, HI, COHR)
|
Bilson, Don |
2020-11-12 |
4 |
| Kavanaugh does his best Notorious RBG impression, Detectable level of frustration at Perspecta; Reality check nails Qiagen in the face; Why does Carl keep buying Xerox? (ACA, CNC, PRSP, QGEN, IFF, XRX, EVRG, ACIW)
|
Bilson, Don |
2020-11-11 |
5 |