Event-Driven Research


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Title Date
Icahn grabs himself an axe, E*TRADE talk ahead of D-Day, ADS on deck, United Continental flying with a huge tailwind (DLTR, XRX, ETFC, ADS, UAL, CSX, JNJ) 2018-10-17
The shot clock begins ticking on Abbott's next move, handicapping the Aerospace & Defense field, watching the casino action, ZAYO trade working in reverse (ABT, A&D M&A Prospects, PENN, MGM, ZAYO, CTEC-LON, ACHC) 2018-10-16
Defense industry clears room for a new mini-prime, waiting for Textron’s number to be called, Icahn looks to bounce back at Dell, downgrade talk at Dollar Tree (LLL, HRS, TXT, DVMT, DLTR, JCI, TVPT) 2018-10-15
Will five become four in animal health?, Touching base with the Medicaid Troika, TransDigm target is more misunderstood than misfit (BAYN, CNC, MOH, WCG, TDG, ETN, PRSP) 2018-10-11
Pershing pours itself a Grande, a “Bunch” of things to digest at PPG, sun breaks through the clouds at ConAgra, International Paper trots its defense on the field (SBUX, PPG, DLTR, ESL/IMPV, CAG, IP, JACK) 2018-10-10
Another coaching change at Perrigo, new Starbucks CFO has some “special sits” street cred, Whirlpool exodus continues, a long overdue knock on Bunge’s front door (PRGO, SBUX, WHR, BG, FCX, WRK, PZZA) 2018-10-09
Axalta now in need of a Plan B, consolidation wave keeps rolling through offshore drillers, Team Car-Stone rounds out its deal team at Arconic (AXTA, RDC/ESV, ARNC, KMB, TRN, SRCL) 2018-10-08
Canadian Pacific hasn’t lost its deal-making appetite, Delphi makes an early call to the bullpen, Newell once again a teenager (CP, DLPH, NWL, MAC, VSAT, CPB) 2018-10-05
Dentsply limping into Q4 update, speaking up for Dolan at AMC, Acuity back to bad habits, railroad industry loses its deal-maker (XRAY, AMCX, MSG, AYI, BNSF, CP, CLDR, HDR, PANW) 2018-10-04
JetBlue not yet cleared for takeoff, finally a good night sleep at Tempur, two months to go at RPM, Coloring Webster with a KAR-brush (JBLU, TPX, RPM, PEP, WBS, ISBC) 2018-10-03
CEO openings aplenty at the moment, JetBlue selling investors a $2.75 ticket in 2020, a “Marathon” fairy tale for ConAgra holders (INTC, AN, CBS, ATHN, NLSN, WBT, CPB, HAIN, RBC, JBLU, MPC, MRO, LII, PZZA) 2018-10-02
The quarter ahead: Companies that owe answers, Companies that need to tie up auctions, Companies that will be spinning 2018-10-01
A whiff of desperation in the air at Athena, JetBlue taxing down the runway, Allegheny tries once again to break out (ATHN, JBLU, ATI, LGF) 2018-09-28
Quiet speaks volumes at Dollar Tree, sifting through the noise at ConAgra, the search for the next spine “differentiator” (DLTR, CAG, GMED, EQT, PZZA) 2018-09-27
Cardinal gives its executives some buyout protection, succession can wait at Merck, former Nielsen parents check in on their kid (CAH, MRK, NLSN, SONC, JACK, LEA) 2018-09-26
Should be a dramatic ninth-inning at Athena, Bloody Monday in M&A, Live Nation can hibernate until next spring, crowd showing an interest in Globus (ATHN, M&A Fueled Selloffs, SIRI, LYV, GMED, TMUS, WCG) 2018-09-25
Sirius jams with Pandora, Symantec busy checking boxes, keeping tabs on Mylan/Perrigo, a disappointing update at Arconic (SIRI, SYMC, MYL, PRGO, ARNC, AXTA, AVGO, EMR) 2018-09-24
Blackstone moves to DEFCON 3 on C-corp conversion, E*TRADE springs a promotion in front of D-Day, Mednax fight comes off the calendar, Elanco roars out of the gate (BX, MD, ETFC, NUVA, ELAN, OLN, CE) 2018-09-21
Copart causes a fender-bender at KAR, Nestle checks another box, Acadia buried in a losing streak (KAR, NESN, DNKN, ACHC, AN, BIO) 2018-09-20
It's go-time at Dollar Tree, MGM thoughts with or without Starboard, Might Mr. Buffett's car dealership journey end in Ft. Lauderdale? (DLTR, MGM, AN, Private Equity/Activism, JNPR) 2018-09-19

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