Event-Driven Research


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Title Date Pages
CoreLogic buyers roll out their starting nine, GE in no hurry to leave Baker, Alkermes ready to re-freshen, Split talk at Fortive and Aarons (CLGX, GE, ALKS, FTV, AAN, TNET, MLM, ROP) 2020-07-29 5
Time for Bausch to turn “urgency” into action, Eyeing re-rate potential at Polaris, RPM’s ’18 plan has more to give, AutoNation finally finds a higher gear (BHC, PII, HOG, RPM, AN, EQT) 2020-07-28 4
Painting Pentair with a Lennox brush, Truly mind-blowing numbers from Sam, Honeywell has itself a new deal-maker, tourniquet applied at FirstEnergy (WBA, PNR, SAM, HON, FE, UAA, DNB, SAP) 2020-07-27
NRG surprisingly chooses a non-private path, FirstEnergy meltdown will take months to cool, Danaher still has a green light (NRG, FE, DHR, T, CLGX, PNR) 2020-07-24 4
Vegas Sands slows its M&A roll, CoreLogic shows off its best defense, Thermo is done playing games, Eyeing $40 at Twitter (LVS, CLGX, TMO, TWTR, M&A, BIIB) 2020-07-23 4
New Lockheed pilot is ready to fire, door creaks open at Tapestry, one less conflict to worry about at CoreLogic, NYT turns the page (LMT, TPR, CLGX, NYT, BIIB, FE) 2020-07-22
Tapestry needs a new signal caller, Celanese M&A plans in the spotlight, Kansas City Southern doth protests too much, eBay seen munching in Oslo (TPR, CE, KSU, XYL, SEE, EBAY, DXC, CVX) 2020-07-21
Not much left to be done at eBay, Elliott gearing up to storm a castle, a serf-like premium for an oily Noble, Charter boss getting close to TD spike (EBAY, CCI, CVX, SYY, CLGX, DLTR, CHTR, MPC, PNC) 2020-07-20
Wesco swallows a green pill, Thermo is in the right spot, SunRun sprinting its way towards 'Deal of the Year' (WCC, QGEN, RUN, SAN) 2020-07-17 3
Thermo flinches, Dorsey gets hacked, American and JetBlue start dating, Dell makes it official (TMO, TWTR, ABT, AAL, JBLU OLN, DELL, CLGX, SAM, TAP, Jeopardy) 2020-07-16 5
A new CEO comes out the faucet at Waters, Olin goes to its bullpen, Perrigo liking ‘dem apples,’ Tickers that start with "A" and end with "N" (WAT, OLN, PRGO, WCC, SIRI, HBI, HOG, AN, AIN, Jeopardy) 2020-07-15 5
DoJ now circling flooring specialist like a hawk, Softbank considers amputation, Herbalife “Dutch” has Carl’s name on it, Tyco PhD shows up at FMC (MHK, ARM, HLF, CLX, FMC) 2020-07-14 4
Analog Devices cleans up unfinished business at Maxim, Qiagen making life complicated for Thermo, Medel era is over at Mednax, Carrier is now cruising (ADI, QGEN, MD, CARR, CCXX) 2020-07-13 4
Waiting on the Spin Master to play "Angie," Tesla sitting in pole position, Class action leaves Mohawk balding (IAC, TSLA, MHK, AMCX, SCOTUS Talk) 2020-07-10 4
Walgreens puts its buyback on ice, Asbury revival getting strong reviews, Couche doing work ahead of its Marathon, Worthington cashes in its lotto ticket (WBA, ABG, MPC, WOR) 2020-07-09 4
Tempers flare at CoreLogic, Rollins “review” isn’t slowed by nasty pests, Karfunkels are in good hands with Allstate, solar deal wins the day (CLGX, ROL, NGHC, WBA, Green Talk, NAV, MDT) 2020-07-08 5
CoreLogic waives off sixty-five, KKR in the market for an industrial, Crown Castle's benchmark in question, turning on the stove at Middleby (CLGX, Industrials, CCI, MIDD, A, IAC) 2020-07-07 5
Elliott storms the "Castle," Dominion waves goodbye to gas, getting late in the shot clock for infrastructure (CCI, D, EQT, Infrastructure, RDS) 2020-07-06 4
Clariant looking once again for a Chemical Brother, CoreLogic has already bumped once, CenterPoint stays local with CEO hire, Flo Rida now singing at Molson (CLN, CLGX, Foley, CNP, TAP, CTL, PBH) 2020-07-01 5
CyrusOne idea off the table (for now), finally some good news at Xilinx, Uber’s Khosrowshahi bounces back quickly (CONE, XLNX, UBER, ENV, IIVI) 2020-06-30 4

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