| Disney bets the magic kingdom on Streaming, WEX wins round one, Mohawk-Illumina show off bounce back skills, a billion dollar Black eye for Apollo (DIS, WEX, JPM, MHK, ILMN, APO, LIVN)
|
Bilson, Don |
2020-10-13 |
4 |
| Sizing up Faber's Exxon report, keep an eye on Voya, AMD's balloon remains airborne, Red Sox set to welcome a couple of "SPACKY" ring-chasers (XOM, VOYA, AMD, DUK, EFX, Red Sox)
|
Bilson, Don |
2020-10-12 |
|
| Xilinx finally gets the knock, eyeing Corteva through an RPM lens, no more infrastructure week jokes at Martin Marietta, a new season of Succession playing out in Charlotte (XLNX, CTVA, MS, PXD, MLM, VNT, CYTK, SAH)
|
Bilson, Don |
2020-10-09 |
|
| Sachem Head is the one barking outside Elanco, Circling back to Q2 Swaps, IBM cleans up its cloud, Morgan Stanley makes a Peltzian move (ELAN, VIAC, KR, SEE, Starboard, IBM, MS, DIS, ALXN)
|
Bilson, Don |
2020-10-08 |
|
| A king’s ransom on the table at Sirius, whale watching at Mattel, Steris deal splits the fairway, PTC boss gets a chance to re-load (SIRI, MAT, ESI, KSU, STE, PTC)
|
Bilson, Don |
2020-10-07 |
4 |
| Big week for Whale Watchers, Alteryx swaps in new CEO following August swoon, Welltower puts its trust in the hands of a Millennial (13D Conference, AYX, WELL, ALXN, VNE)
|
Bilson, Don |
2020-10-06 |
4 |
| Bristol races off the sidelines with a heart-stopping deal, XPO “confirms” its review is back on, An interesting opening for Green Dot, It’s now Denner-time at Alkermes (BMY, XPO, DUK, GDOT, ALKS, Asset Mgmt, HMSY)
|
Bilson, Don |
2020-10-05 |
5 |
| Peltz out to build a new heavyweight in asset management, Window opens at Valvoline, Bed & Bath now in the mix for two year-end awards (IVZ, JHG, VVV, TSLA, BBBY)
|
Bilson, Don |
2020-10-02 |
4 |
| NextEra’s Robo-cop puts Duke idea in the cuffs, Athene makes move on its Iowa neighbor, Edwards Era over at CommScope, Solar names heating up with Biden (NEE, ATH, COMM, AXTA, NOVA, FTDR)
|
Bilson, Don |
2020-10-01 |
4 |
| NextEra out to prove it can win at Duke, Pom-Pom sighting at Elanco, Two-month warning sounds at Synnex, Covestro’s Apollo odds take a dive (NEE, DUK, ELAN, SNX, CZR, 1COV-DE, NOVA)
|
Bilson, Don |
2020-09-30 |
4 |
| Nice round of applause for Monday’s deal-makers, Ferguson story chugs along with a slight tweak, Ironwood develops a case of indigestion (Monday Dealmakers, FERG, ACHC, IRWD)
|
Bilson, Don |
2020-09-29 |
3 |
| Oil patch trying to atone through consolidation, Caesars makes its way to the top of an online Hill, Where does “Global” fit in at CDK? (DVN, WPX, CZR, CDK, CLF)
|
Bilson, Don |
2020-09-28 |
4 |
| Six and a half questions for Apollo, SPAC crowd cool on big mortgage deal, When will we hear from Ergen again at EchoStar? (APO, GHIV, SATS, ACIW)
|
Bilson, Don |
2020-09-25 |
4 |
| PENN cashes in some chips after epic roll, Upset winner in the Broadcasting M&A “pick em” game, Albemarle gets Elon-Gated, Irony alert at the Garden (PENN, SSP, ALB, FE, SRE, CMCSA, MSGS)
|
Bilson, Don |
2020-09-24 |
5 |
| Split talk now conversational at Western Digital, Alec Gores is officially the SPAC King, Athenahealth tag-team is back in the wrestling ring, Twitter giving off eBay vibes (WDC, SPAC Talk, TWTR, CUB, AIV)
|
Bilson, Don |
2020-09-23 |
4 |
| “The Cable Guy” now playing at Trian, Howard Hughes seen switching laynes, CoreLogic keeps pushing for a higher multiple, DaVita finally hits Wechsler’s price target (CMCSA, HHC, CLGX, DVA, CUB)
|
Bilson, Don |
2020-09-22 |
4 |
| Affordable Care Act now in ICU, Nikola founder yanked in the second inning, negative market check doesn’t stop Illumina, Elliott goes “Cubbing” in California (CNC, NKLA, ILMN, CUB, Tiktok)
|
Bilson, Don |
2020-09-21 |
4 |
| Illumina’s search for the Holy “GRAIL” turns ugly, Domtar close to checking an important box, four water updates to sip on, PENN’s $7bn winner puts it in the $10bn Club
(ILMN, CCI, UFS, APO, PNR, XYL, AOS, PRMW, PENN)
|
Bilson, Don |
2020-09-18 |
4 |
| Syneos comes off the board, Apollo sale accelerates ADT’s round trip, no signs of stress at Sealed Air, Pacific Biosciences gets to eight bucks on its own (SYNH, ADT, FSLR, SEE, BHC, PACB)
|
Bilson, Don |
2020-09-17 |
4 |
| Kansas City train scooper is now pushing Alexion, DXC finds the finish line, four-year honeymoon is over at JCI, small hiccup ruins Elanco's day (ALXN, DXC, JCI, ELAN, CI, AMCX, ROP)
|
Bilson, Don |
2020-09-16 |
|