| Ashland becoming a hot event-driven ticket, should HD Supply be paying attention to Trian’s latest move?, Jana looking for an eagle at Callaway (ASH, DE, FERG, CPB, ELY)
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Bilson, Don |
2019-06-14 |
| The resistance gathers outside of United Technologies, marriage season in software rolls on, one down and one to go at Interpublic (UTX, MDSO, IPG, DVA, MAT)
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Bilson, Don |
2019-06-12 |
| Skipping past the Honeywell-GE chatter without even a pause, Symantec getting lumped in with an ugly crowd, former United “activist” still adding (HON, SYMC, UAL, SFLY)
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Bilson, Don |
2019-06-11 |
| A missile shot from United Technologies, Salesforce returns for Tableau, death of M&A has been greatly exaggerated, the rebuild at Kraft starts now (UTX, CRM, 2019 M&A, KHC, ADS, NBR)
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Bilson, Don |
2019-06-10 |
| Time to dust off the pitch-books at Arconic, Campbell Soup has some new gains to protect next week, looking for a better sophomore year from Perspecta (ARNC, QEP, CPB, PRSP, FLT)
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Bilson, Don |
2019-06-07 |
| Occidental CEO added to the endangered species list, a Starboardian answer for recent volume spike at GCP, Casey’s puts its future in the hands of a pancake artist (OXY, GCP, CASY, DOW, ETN)
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Bilson, Don |
2019-06-06 |
| A second way to skin the cat at DXC, LabCo loses its king, HealthEquity means business at WageWorks (DXC, LH, HQY, GCP, COLM)
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Bilson, Don |
2019-06-05 |
| No more Portuguese language classes for Lyondell, United Rentals getting ready for winter, Continental Resources comes off the buyers list, Cracker Barrel tweaks its gadfly (LYB, URI, CLR, CBRL, MAT, CARS)
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Bilson, Don |
2019-06-04 |
| Humana knocks out event-driven types at Centene, Infineon hoping for a better result with newest U.S. purchase, Allegheny adds some Arconic flavor (CNC, CI, IFX/CY, ATI, ALXN, LYB, CE, AXTA)
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Bilson, Don |
2019-06-03 |
| Mantle Ridge ready to make a run at Aramark; standoff continues at Centene, Molina standalone plan can’t be ignored forever, Old Navy gets torpedoed (ARMK, CNC, MOH, OXY, GPS, WAGE)
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Bilson, Don |
2019-05-31 |
| Filtering out the noise at Hess, Acadia ready to say goodbye to England, a breakup has landed at Eagle, Verint throws some targets on the table (HES, ACHC, EXP, VRNT, AGN, MYL, BA, EL)
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Bilson, Don |
2019-05-30 |
| Filtering out the noise at Hess, Acadia ready to say goodbye to England, a breakup has landed at Eagle, Verint throws some targets on the table (HES, ACHC, EXP, VRNT, AGN, MYL, BA, EL)
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Bilson, Don |
2019-05-30 |
| Devon’s Canadian exit underwhelms, Perrigo generics sale feeling like a no-go, an armistice is reached at Bed, Bath & Beyond, patience being tested at Davita (DVN, PRGO, BBBY, DVA, JACK, SFM)
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Bilson, Don |
2019-05-29 |
| A new path opens for Humana, busy week for managed care, Fiat proposal won’t help quiet White House “232” noise (CNC/HUM, MOH, CI, FCA, LGF)
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Bilson, Don |
2019-05-28 |
| Centene amendment leaves key question unanswered, Genesee process still very much alive, Medtronic still wedded to diabetes, Eyeing September for an L Brands decision (CNC, WCG, GWR, GPN, TSS, MDT, KAR, LB, DXC)
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Bilson, Don |
2019-05-24 |
| Dentsply loses a key man during its move south, Thermo has $20bn to spend, more ammo for the breakup artists at L Brands (XRAY, TMO, CTL, AIG, LB, VFC, OXY)
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Bilson, Don |
2019-05-23 |
| Icahn circling the bases at CVI, Breen has “deals” in mind for DuPont, Otis has its eye on Germany, Qualcomm gets KO’d in federal court (CVI, DWDP, UTX, QCOM, LOW, UHS, CC, MNK)
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Bilson, Don |
2019-05-22 |
| Celanese and DuPont noise is getting louder, Peltzian breakup idea dies at PPG, Kohl’s cruising the wrong way down the Amazon (CE, DWDP, PPG, KSS, LM, QEP, NCR, DISH)
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Bilson, Don |
2019-05-21 |
| Smoke and now fire at Lions Gate, American Airlines could use a push; Medicines Co scores on a corner kick (LGF, AAL, MDCO, LM, DXC, MD)
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Bilson, Don |
2019-05-20 |
| Valvoline plan fails to inspire, Denner dialing up the pressure at Ironwood, Halliburton comp program gets back into the win column (VVV, IRWD, MDCO, HAL, EQT)
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Bilson, Don |
2019-05-17 |