| Something to “Crow” about in building materials, Crown Castle gets a knock, Box continues to deliver for Starboard, Gordon Crawford won’t give up on Lions Gate (BLDR, Low Premium Mergers, CCI, CLDR, BOX, VNE, LGF)
|
Bilson, Don |
2020-08-27 |
4 |
| Benioff won’t be dealing in this environment, Five percent days piling up at Elanco, Anaplan finds its stroke, moldy fruit salad spoils HAIN’s day (CRM, ELAN, PLAN, SJM, HAIN)
|
Bilson, Don |
2020-08-26 |
4 |
| Haemonetics needs more than an FDA band-aid, FirstEnergy can't get started, GFL fires back (HAE, VFC, FE, GFL, PNR, HAIN)
|
Bilson, Don |
2020-08-25 |
|
| Sprinkling Gap with some LULU dust, AGCO anoints its new Deere hunter, Ingevity stays at home with CEO hire, Qiagen steers clear of the Sommerloch (GPS, AGCO, NGVT, QGEN, STRA)
|
Bilson, Don |
2020-08-24 |
|
| Dusting off an age-old JNJ question, no sign of arm wrestling at NVIDIA, Elanco has a new fan, keeping an eye on Archer-Daniels (JNJ, NVDA, ELAN, ADM, STAY, AC-FR, ATGE)
|
Bilson, Don |
2020-08-20 |
5 |
| New Trian “enigma” requires a codebreaker, JNJ adds more “Mo” to its portfolio, not much to see at Agilent, a pinball wizard sighting at Lowe’s (Trian, MNTA, A, LOW, ACIW, ROL)
|
Bilson, Don |
2020-08-19 |
4 |
| Noise building at General Motors, Advance Auto lifted by a rising sea, eyeing Ted Wechsler's DaVita bet, time for the drug wholesalers to say "yes"
|
Bilson, Don |
2020-08-18 |
|
| 13F Analysis (HPQ, SEE, Trian, WELL, CCI, JBLU, ATGE, TXT, ALKS, ON, SYF, VVV, CDK)
|
Bilson, Don |
2020-08-17 |
|
| Elanco smells smokier, watching for a new character to emerge at Viacom, antennae up again at Kroger, keeping tabs on the other Vivint
|
Bilson, Don |
2020-08-14 |
5 |
| Thermo turned back in Europe, We're ready Nelson, Tapestry shares its "Zeitlin" plan, Why did Newell hire this guy?
|
Bilson, Don |
2020-08-13 |
|
| Premier Inc cleans up its act, a special sit finally gets rewarded, ValueAct takes a seat at LKQ, eyeing MGM through a Liberty/Sirius lens (PINC, HDS, Splits, LKQ, CVET, IAC, MGM)
|
Bilson, Don |
2020-08-12 |
|
| HD Supply SpinCo is going home, Jackson plan moves forward at Prudential, snippet of Koch-talk at ON, Happy Birthday Fred Smith (HDS, PRU, MGM, ON, ACM, WSC, FDX)
|
Bilson, Don |
2020-08-11 |
5 |
| FLIR Systems digging a hole for itself, Roper stepping up in weight class, CoreLogic puts ICE deal to work, Diller grabs the dice (FLIR, ROP, CLGX, WU, YELP, IAC, MGM, FLT, DBX, MHK)
|
Bilson, Don |
2020-08-10 |
|
| InterContinental goes ballistic in mortgages, SolarWinds floats a breezy breakup idea, Summer update for the DXC family, Calling 'No Bueno' on KSU story (ICE, SWI, DXC, PRSP, TDC, SERV, UFS, KSU)
|
Bilson, Don |
2020-08-07 |
5 |
| Bausch ready to carve off its Lomb, Nuance Family doing quite well, grave diggers aren't needed at Hillenbrand, Apollo does it again (BHC, TDOC, NUAN/CRNC, NOMD, HI, BERY, ACHC, ADT/RXT)
|
Bilson, Don |
2020-08-06 |
5 |
| Two Covid darlings get hitched, money transferors aren't talking deals, Evergy goes green, Valvoline prodded, the real Chuck Norris stands up (TDOC/LVGO, WU/MGI, EVRG, ABC, MIDD, GE, VVV, AMCX, Inclusive Cap, FRPT, EMR/ROK)
|
Bilson, Don |
2020-08-05 |
|
| Crunch time at Qiagen, teasing a Speedway-like ending at Aecom, Strategic Education getting taught a lesson, taking stock of Trian's bandwidth (QGEN, ACM, MPC, STRA, Trian, AVT, NSP)
|
Bilson, Don |
2020-08-04 |
5 |
| Varian finally gets that long-awaited knock, KC railroader has a bad poker face, TMT deal-making heating up, XPO needs to get its story straight (VAR, KSU, TMT M&A, XPO, CLX, TSN, CCI, MPC, Pet Talk)
|
Bilson, Don |
2020-08-03 |
|
| A Hunter Harrison vibe has UPS flying, Growth driver at Teleflex draws some unwanted attention, Molson’s European question remains unanswered, Peggy Sue bids adieu
(UPS, TFX, TAP, PEG, ALXN)
|
Bilson, Don |
2020-07-31 |
4 |
| No more reason to storm the (Crown) castle, another Septuagenarian flashing M&A skills, GM spin talk is now electric, Expectations are being shattered in consumer-land (CCI, CCC, GM, ORLY, HBI, ROL, LB, LAUR, LIVN)
|
Bilson, Don |
2020-07-30 |
5 |