Event-Driven Research


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Title Date
New executive titles might speak volumes at Sempra, TeamRice going for broke at EQT, Is URI squandering a chance to highlight “specialty?” (SRE, EQT, CAG, URI, EBAY) 2019-03-21
Humana looking more and more like a “no” on Medicaid cannonball, Trinity shows Allergan the way it’s done, an oddly timed board shuffle at Radian (HUM, TRN, AGN, RDN, FDX, AGCO) 2019-03-20
Starboard still hammering away at Bristol, Syneos becomes a poster-child for quick bounce backs, How much hot sauce can Pershing stomach? (BMY, SYNH, MAR, CMG, VVV) 2019-03-19
Payments space keeping bankers busy, Qualcomm still in warm water, Plantronics playing games with its calendar, Marriott isn't losing to a 16 seed (WP, QCOM, PLT, MAR, CZR, LOGM) 2019-03-18
Broadcom’s turkey takes flight, Newell looking for a new face, intrigue at GCP Applied Technologies rises above “standard” levels (AVGO, NWL, GCP, ACM) 2019-03-15
Freeport boardroom looking too cozy again, Papa preaching for an Alcon value at Bausch, Navistar stuck in German traffic (FCX, BHC, NAV, RBC, AMRX, SIG) 2019-03-14
Peltz reaches for the doobie, Cooper sees itself in one piece, Hologic pay slammed again, more dismissive MOE talk from the regional banks (ACB, COO, HOLX, CBRL, CMA, KEY, HUM, PCG, NUVA, CELG) 2019-03-13
Suspicious purchases at Genesee & Wyoming point to activism, TMT deals are scoring again, F5 throws a changeup, parsing the LogMeIn 10-K (GWR, NUVA, TMT Deals, FFIV, LOGM, KN, FLR) 2019-03-12
Cooler heads prevail in the gold mines, winning ticket at Mellanox pays $125, don’t sleep on this de-FANG talk, Gap back where it started (GOLD/NEM, MLNX, FANG, GPS, MD) 2019-03-11
Looking more like "all or nothing" for Allergan boss, EQT snags itself a ghoul to scare off the Rice Brothers, Berry gets the better of Leon, good luck charm at Lions Gate (AGN, EQT, BERY, VSM, LGF, PDCE, YELP) 2019-03-08
Allergan CEO is ice cold heading into AGM, clock starting to be factor at NuVasive, an interesting signal from Xerox, a tantrum from Honeywell's toddler (AGN, NUVA, VSM, XRX, REZI, ZAYO, CTL, LYB) 2019-03-07
Dollar Tree strengthens its hand with a nice tee shot, Bristol fighting back, AON trial balloon pops, watching for Hubbell to turn on the lights (DLTR, BMY, WLTW/AON, PXD, HUBB, VSM, FRPT) 2019-03-06
Gap slapshot ends up in Columbus, Cigna's "left" flank is now under pressure, Icahn starts backing up at Hertz (LB, CI, FBHS, DLTR, HTZ) 2019-03-05
Searching for the next Stericycle, Versum chairman says no to forty-eight, Extended Stay looks ready to unfurl a breakup (SRCL, VSM, STAY, PCG, TDG) 2019-03-04
Health Care only note: Dentsply and Bi-Rad rip on margin guides, new Acadia boss seems open-minded on U.K., any reason why Jazz is talking activism? (XRAY, BIO, DVA, ACHC, THC, JAZZ) 2019-03-04
Wellington’s place in history, Extraordinary naval activity spotted at the Gap, Masco opens its windows, Eaton turns off its lights, Stericycle hands out an overdue pink slip (GPS, BMY, MAS, ETN, SRCL, CZR, EBAY, LPX) 2019-03-01
Bristol struggling in Boston, Regions a “no” for now, Goldner closing fast at CBS, watching for an Acadian twist on Brexit (BMY, CELG, RF, CBS, HAS, NLSN, MGLN, CARS, EBAY, ACHC, EOG, WBC) 2019-02-28
Mylan review looks to have ended with a whimper, German brawn looks to break up Versum deal, Starboard springs a surprise at GCP, Tenet getting close w/ Conifer (MYL, VSM, GCP, UNVR, LPX, THC, CBRL) 2019-02-27
Watching for a settlement at eBay, don’t fall asleep on Sempra, marathon review slogs on at Tenet (EBAY, SRE, THC) 2019-02-26
Danaher gets its hands on the crown jewel, deal-makers toiling away in the gold mines, will 3G stink find its way to Restaurant Brands, a curious new risk factor at GoDaddy (DHR, GOLD, NEM, ONCE, QSR, YELP, GDDY) 2019-02-25

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