| Centene clarification could use more clarity, five-year handcuffs aren’t a problem at Allergan, no room to settle at EQT (CNC, AGN, EQT, JACK, DOX)
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Bilson, Don |
2019-05-16 |
| 13-F Analysis (LOGM, LPX, GCP, REZI, ARMK, VVV, FCX, ACHC, BERY, CC, Jana, JAZZ, LKQ, LM, PENN)
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Bilson, Don |
2019-05-16 |
| Humana trying to check an elusive box, Peltz goes Back to the Future, Freeport in the middle of gold talks, another springtime letdown at Agilent (HUM, LM, FCX, A, CVET, WBT)
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Bilson, Don |
2019-05-15 |
| Plan B for L-B, Nordstrom’s has returned to more interesting levels, DuPont ready to debut as an industrial (LB, JWN, DWDP, EPG Conference, HON )
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Bilson, Don |
2019-05-14 |
| Sempra hire points to more M&A ahead, vying for the Iron Throne at BBBY, the resistance speaks up at Occidental, recent SpinCo has lost its schein (SRE, BBBY, OXY, BMY, CVET, CFX, YELP)
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Bilson, Don |
2019-05-13 |
| The Blue Coat era at Symantec comes to a dreary end, M&A squarely on the radar at WYNN, CommScope trips out of the gate, a bad day for Carl (SYMC, WYNN, AVYA, COMM, CNDT, TEN, NOMD, REZI)
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Bilson, Don |
2019-05-10 |
| Tracking a pivot at CenturyLink, Conduent follows in its father's footsteps, flavoring Nuance with some NCR, a lot to unpack at Perrigo (CTL, CNDT, KN, NUAN, PRGO, CVX, EPC, EQT, EXP)
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Bilson, Don |
2019-05-09 |
| A buyer finally passes Zayo’s test, Allergan CEO looking to make amends, looking through Pioneer CEO’s “hard no,” a call for change at Aramark (ZAYO, AGN, PXD, DVA, BG, ARMK, KAR, GCP, NCR, MYL)
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Bilson, Don |
2019-05-08 |
| Skies over Centene getting smokier, another flavorless meal at Aramark, Zion watch at MSG, Sinclair is the leader in the clubhouse (CNC, ARMK, PXD, MSG, SBGI, BHC, OC)
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Bilson, Don |
2019-05-07 |
| Occidental’s uncorks a tyrannical gambit, Centene proxy raises some eyebrows, keeping an eye on Extended Stay as peers combine (OXY, CNC, STAY, BC, NWL, SRCL, CEO OVERBOARDING)
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Bilson, Don |
2019-05-06 |
| Cognizant epilogue includes a nasty twist, new Gilead boss isn’t looking for elephants, Dentsply keeps rolling, a comfortable rest ahead at Tempur (CTSH, GILD, MAR, XRAY, XYL, TPX, TFX, FLR, SFM)
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Bilson, Don |
2019-05-03 |
| 3M completes "Heel Turn" with big M&A move, wind doesn't stop Cigna from sticking its Q1 shot, a hiccup at Hilton Grand, Valvoline leaking into 2-yr anniversary (MMM, CI, HGV, VVV, NUVA, APO, JCI)
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Bilson, Don |
2019-05-02 |
| Allergan boss survives his confidence vote, Occidental hand-holding tour continues, Conoco getting some tougher questions, Acadia plan still under wraps (AGN, OXY, COP, THC, ACHC, CVLT, PRGO, REZI)
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Bilson, Don |
2019-05-01 |
| Occidental’s trip to Omaha pays off, Nielsen checks to May, hard to see a sale coming at G&W, an Ingersoll idea for Textron (OXY, NLSN, GWR, ARNC, TXT, EMN, ETN, HQY, AGN, ADS)
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Bilson, Don |
2019-04-30 |
| Ingersoll finds a workaround to dis-synergy obstacle, Occidental seen in Omaha, a teary-eyed farewell for DaVita boss, Lyondell ready for overtime in Brazil (IR, PH, APC, DVA, XOM, LYB, LEA, JNJ, AMP, WYNN)
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Bilson, Don |
2019-04-29 |
| Another reason for LKQ to worry, Xerox may finally be ready to exit "leasing," Freeport BoD search is crawling along, Lazard still a no-go on C-corp (LKQ, XRX, FCX, BG, AGCO, LAZ, CBRL, AMP, IVZ, TRN)
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Bilson, Don |
2019-04-26 |
| Massive Miss in Minnesota; Evercore talking up oily M&A, software talk at Elliott, JetBlue boarding for takeoff (MMM, Energy M&A, EQT, CTXS, ADS, JBLU, BIIB, AMP, KN)
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Bilson, Don |
2019-04-25 |
| Mostly smooth start for eBay, PG&E gets a quick jolt of Berkshire juice, UTX sets aside 2019 HVAC talk, Burlington and Comerica turn the page (EBAY, PCG, UTX, CE, ATI, BURL, CMA, KSS, GPN, TSS, PG, PPG)
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Bilson, Don |
2019-04-24 |
| More drum-beating at Celanese, Goldner's still delivering at Hasbro, choppy "Waters" ahead of life science group, PG&E nails down its board (CE, HAS, WAT, PCG, LII/UTX, MUR, BIO)
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Bilson, Don |
2019-04-23 |
| Acadia plots a U.K retreat, Webster Financial jewel looking less bright, M&A is easier said than done at Honeywell, activist updates at BBBY/LB (ACHC, WBS, HON, LII, LB, BBBY, EME, GWY)
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Bilson, Don |
2019-04-22 |