Event-Driven Research


Title Date Pages
History 101 at CoreLogic, now watching for BP copycats, WEX calls in a favor, truckers surfing the green wave (CLGX, BP, WEX, SHLL, UAA) 2020-06-29 4
“Senator Foley” authors legislation to take CoreLogic private, FactSet outkicks its coverage, Navistar offer survives succession (CLGX, FDS, NAV, WH) 2020-06-26 4
ALLY avoids a rock fight, Don’t sleep on WEX’s albatross, Bunge circles five dollars, Might Xerox have a new landing spot? (ALLY, WEX, BG, FDS, XRX) 2020-06-25 4
Michael Dell grabs the spotlight, Ubben says goodbye to ValueAct, SPAC landscape is overheating, Happy Birthday Nelson (DELL, ValueAct, SPAC Talk, MAT, WCC, Pelt) 2020-06-24 4
Three “special” names struggle to keep up with Biotech rally, Redfin shows off its “durability,” Quidel shows its more than a one-trick pony (GILD, ALXN, ALKS, RDFN, QDEL, LEA) 2020-06-22 4
Speedway window is officially open at Marathon, DraftKings rings the register, eyeing the Covid trade at Darden, Cloudera feasting on its deal premium (MPC, VLO, DKNG, DRI, CLDR) 2020-06-19 3
Succession plan at Waters boils over, board-talk at Intel, an update on Third Point’s “Pru” bet, next phase at Enphase may involve the feds (WAT, INTC, PRU, ENPH, FLT, IR) 2020-06-18 4
Molson looks to get past its European hangover, $43bn question at Oracle, CoreCivic seeks parole, another voluminous day at CoreLogic (TAP, ORCL, HRB, CXW, CLGX, BKI) 2020-06-17 4
Infrastructure Week is finally here, this Fall’s fight calendar now includes Aecom, pace slows at Marathon, putting CoreLogic back under surveillance (VMC, MLM, ACM, MPC, VFC, CLGX) 2020-06-16 4
S&P does some serious housecleaning, diabetes opportunity at Abbott is too big to ignore, AT&T ready to give up the joystick, CEO talk at Aecom & Avis (S&P 500, ABT, MDT, T, ACM, CAR, MIDD) 2020-06-15 4
Jana renews its acquaintance with the Computer Sciences Family, sizing up Walgreen’s pushout, ServiceMaster has a day, it’s primo-time in the water business (PRSP, WBA, SERV, PRMW, LIVN) 2020-06-12 4
GrubHub delivery includes a green shoot, Unilever whips off its handcuffs, LBO scuttlebutt at Teradata feels soggy (GRUB, ULVR, TDC, PRSP, CCH) 2020-06-11 4
Weak signal coming out of Amerisource, Alexion boss does his best GHRA impression, sellers waiting in line outside PNC, Second Act begins at Cloudera (ABC, ALXN, PNC, MDT, WU, CLDR, M, ELY, NLOK, DNB) 2020-06-10
Eighty bucks and XPO is still a no, Nuance SpinCo is flourishing, keeping tabs on a BoSox loss, another Walmart alum gets tapped (XPO, HDS, Spin Talk, BSX, HBI, TIF, HTZ) 2020-06-09
AstraZeneca has Gilead on its mind, ON Semi thinks it may have a Koch problem, Rockwell rings the $225 bell, Icahn storms back at OxyDarko (AZN, ON, ROK, GRUB, VG, OXY) 2020-06-08
Prominent termite fighter weighing its options, eBay finds its way to half a hundred, Mednax ready to sever another head, VW proposal still alive at Navistar (ROL, EBAY, MD, SJM, NAV, MIC) 2020-06-05
Protest at Oxy underwhelms, Hexcel trips a warning wire, Amgen loss is Moderna’s gain, does Tiffany sell diamond ear plugs? (OXY, HXL, MRNA, TIF, CLDR, BOX) 2020-06-04 4
Big day for Perrigo, Twitter board swaps in one googler for another, circling back to Syneos, trucking legend turns the page (PRGO, TWTR, SYNH, GRUB, TIF, WERN) 2020-06-03
Time for Fidelity National to wake up, Western Union gives MoneyGram another try, time for Lowe’s to close the gap, Goodbye Kent Thiry (FNF, WU, LOW, DVA, VAR, MDLA) 2020-06-02 4
Alexion now in the red zone, Zynga eyeing double digits, Coty throws a curveball, OXY now scrapping for every last dime (ALXN, ZNGA, COTY, OXY) 2020-06-01 3

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