| Elliott re-news Alexion attack on eve of AGM, PNC looks to spin BlackRock into gold, Cornerstone turns the page, David Simon is on fire (ALXN, PNC, CSOD, SPG, PENN, SPAC Talk, CCOI)
|
Bilson, Don |
2020-05-12 |
|
| Czeching a 13-D box at Macy's, Coty snags an elephant, back to the future at Xilinx, Motorola back at ground zero (M, COTY, XLNX, Saunders, MSI, BAM, BLMN)
|
Bilson, Don |
2020-05-11 |
|
| Elanco falling farther behind, a wobbly day at ServiceMaster, Teradata finds its new play-caller, elephant talk at Extended Stay (ELAN, SERV, TDC, BHC, BAM, STAY, IVZ, OSK)
|
Bilson, Don |
2020-05-08 |
5 |
| A “mic-drop” at Danaher, FLIR shows off its fever-fighting skills, Elliott on point at CenterPoint, Alexion having a hard time picking up wins (DHR, HOG, FLIR, CNP, LAUR, ALXN, MD, CNHI)
|
Bilson, Don |
2020-05-07 |
5 |
| Keeping tabs on the Infrastructure Bet, new Marathon boss resembles an activist, a painful reset at WestRock, Voya pounces on its own shares (MLM, MPC, WRK, SYY, VOYA, ACHC, NSP)
|
Bilson, Don |
2020-05-06 |
5 |
| Writing a different prescription for Walgreen’s, don’t overlook XPO’s slingshot potential, Clorox disinfects its succession plan (WBA/ABC, XPO, CLX, ALXN, WLK, LB)
|
Bilson, Don |
2020-05-05 |
4 |
| Phillips M&A script now includes “whole companies,” time to power down the nVent two-year talk, waiting for search results from Teradata (PSX, NVT, TDC, Airlines, CPG Dividend Talk)
|
Bilson, Don |
2020-05-04 |
4 |
| New Western Digital CEO throws a haymaker, Bausch conversation now includes “urgency,” Ryder becomes a prospect, Textron has been through worse (WDC, BHC, FTV, R, TXT, TAP, CVET)
|
Bilson, Don |
2020-05-01 |
5 |
| Elliott goes big at Nielsen, Blackstone’s covid tour makes a stop in Dallas, window opens at Tapestry, BizJet makers getting bounced around (NLSN, EBAY, ET, TPR, GD, TGNA, OLN, ALKS, CTLT)
|
Bilson, Don |
2020-04-30 |
6 |
| Rohr-less Celanese is still hungry, the bar is falling at UPS, large Grace holder shows off its voice, anniversary party at nVent (CE, UPS, GRA, NVT, LUV, HOG)
|
Bilson, Don |
2020-04-29 |
4 |
| Harley takes its 2018 plan in for a servicing, F5 gliding on an unexpected WFH tailwind, Xerox comes out of its fight wobbly (HOG, FFIV, XRX, PG, LYV)
|
Bilson, Don |
2020-04-28 |
4 |
| Affiliated Managers flips the Invesco script, AT&T plays it safe, Papa John’s is baking nicely, lot of honking going on at AutoNation (AMG, T, TMUS, PZZA, AN, NESN)
|
Bilson, Don |
2020-04-27 |
4 |
| Blackstone looking under all sorts of rocks, Lilly remains focused on rifle-shots, DraftKings is on the clock, new SLM coach likes the current playbook (BX, LLY, ORLY, DKNG, SLM, IVZ, FTI)
|
Bilson, Don |
2020-04-24 |
4 |
| Unmistakable M&A pivot in Las Vegas, Quest answering the nation’s call, sipping down a can of Kern’s at Expedia, eyeing a delay in AT&T’s $4.65 plan (LVS, DGX, EXPE, T, PCG, LB, KMI)
|
Bilson, Don |
2020-04-23 |
5 |
| A hard landing at United, US Foods gets help from an old friend, Diller building a cushion at Expedia (Airlines, M&A, USFD, EXPE, KO, TGNA)
|
Bilson, Don |
2020-04-22 |
4 |
| Can maker not yet ready to reveal its crowning achievement, Albemarle gets a new Master, Opening night at the Garden, TeamRice out of its deep hole at EQT
(CCK, EMR, ALB, MSG, HAL, EQT)
|
Bilson, Don |
2020-04-21 |
4 |
| Dusting off BWX as "harbormaster" plots strategy, Lennox comes up short of low bar, Bright Horizons welcomes an old fan, Cheesecake story now reads like Ayn Rand (BWXT, LII, CARR, BFAM, CAKE, FLIR, TGNA, CREE)
|
Bilson, Don |
2020-04-20 |
|
| Bell-ringing time at Citrix, peace with honor at eBay, Sternlicht gives Extend Stay another look, Covid takes a lasting bite out of Altria
(CTXS, EBAY, STAY, MO, ABT, LULU, ABG, JACK, PLT)
|
Bilson, Don |
2020-04-17 |
5 |
| Testing in focus as the Ford Era dawns at Abbott, Mohawk bracing for a storm, No qualms with CEO debut at Ashland, interesting hire at Beacon (ABT, MHK, ASH, BECN, MIDD, CLDR, HTZ)
|
Bilson, Don |
2020-04-16 |
|
| Airlines manage to avoid dilutive clouds, J&J more suggestive than usual, Ferguson picks door number one, toilet paper talk (Airlines, JNJ, FERG, PNR, PG, KMB, CBRL)
|
Bilson, Don |
2020-04-15 |
4 |