| ValueAct shows up as LKQ’s “risk factor,” a sudden ending to the Lawrie Era at DXC, upcoming “comp” vote at FedEx is worth watching, an interesting knock on the door at Fluor (LKQ, DXC, FDX, FLR, GPS, ACB-TSE, CTL)
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Bilson, Don |
2019-09-12 |
| No earthquakes felt at L Brands, Baker Hughes losing its albatross, having trouble connecting dots at Marathon, BoSox question resurfaces at Stryker (LB, BHGE, MPC, SYK, PLAY, ADS, STT)
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Bilson, Don |
2019-09-11 |
| Time for AT&T to remodel its boardroom, oxygen sucked out of DXC idea, Baxter likes the Stryker template, Alexion hearing footsteps? (T, DXC, DVA, LKQ, BAX, ALXN)
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Bilson, Don |
2019-09-10 |
| Elliott barges in on AT&T, now or never for Interpublic, a “Special” halo seems to be helping Celanese, Liberty Property ruffling some feathers (T, IPG, CE, SYMC, CI, ACHC, MD, LPT)
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Bilson, Don |
2019-09-09 |
| Watching the shadows as LKQ grabs the spotlight, Oxy Boss busy working the room, Trinity is losing its Wallace, Acadia review seems to be on firm ground (LKQ, OXY, VVV, TRN, ACHC, CHD, MTCH)
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Bilson, Don |
2019-09-06 |
| No hat trick ahead at Becton, Silver Lake looks to stretch Motorola triple into a four-bagger, cloudy skies clearing over Cloudera, a little something new for Dave & Buster to worry about (BDX, MSI, CLDR, NWL, CVI, NAV, CVET, CG, PLAY, BLMN)
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Bilson, Don |
2019-09-05 |
| Spinning is in Fortive’s DNA, American Airlines can shake the noise, a head rolls at Tapestry, Starboard finds a new sparring partner (FTV, AAL, TPR, BOX, EBAY, BHGE, T, JTWO-LN)
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Bilson, Don |
2019-09-04 |
| Marchionne’s ghost hangs over CNH Industrial’s breakup, Peltz notches an early win at Ferguson, stars are aligned at Medicines Co, Campbell’s stock is tasting better these days (CNHI, FERG, MDCO, CPB, BLMN, EBAY)
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Bilson, Don |
2019-09-03 |
| Skimming the “September Club” for 11th hour activist ideas, Top prospect coming in to pitch for Medtronic, “Re-combinations” are the flavor of the month (HOLX, FFIV, VAR, ROK, EMR, PTC, VVV, OSK, MDT, PM, MO, TGE)
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Bilson, Don |
2019-08-28 |
| FMC losing its sentimental albatross, eyeing AECOM as a dual-track threat, no more bologna at Kraft, time to discuss year-end “Over the Top” awards (FTI, ACM, PZZA, KHC, SJM, WAGE, BID, PDCE)
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Bilson, Don |
2019-08-27 |
| Foss is no longer the boss at Aramark, Amgen reaches deep into its wallet, Berkshire on its way to 30 at DaVita, next man up at Qualcomm (ARMK, AMGN, MDCO, DVA, QCOM, PCG)
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Bilson, Don |
2019-08-26 |
| Hasbro finally makes it into the winner's circle, Tractor Supply and HP calling audibles, Full steam ahead at Gap despite Naval setback (HAS, TSCO, GPS, HPQ, ALXN)
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Bilson, Don |
2019-08-23 |
| PerkinElmer handoff set for year-end, share repurchase siesta at Nordstrom seems suspicious, a second chance to play Pure Storage (PKI, JWN, PSTG, LB, FLT)
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Bilson, Don |
2019-08-22 |
| New Lowe’s quarterback begins sophomore year with momentum, CapEx worries cut into MSG’s potential, O’Reilly breaks the seal in Mexico (LOW, MSG, ORLY, ELAN)
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Bilson, Don |
2019-08-21 |
| Apollo making vacation plans at Hilton Grand; animal health is down to its fearsome foursome, another delay at the Garden (HGV, ELAN, MSG, CNHI, FLIR)
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Bilson, Don |
2019-08-20 |
| Aramark prepares for the Battle of Mantle Ridge, DaVita's tender gets swallowed, a sappy ending to the Citrix M&A story?, two questions still need answering at Tegna (ARMK, DVA, CTXS, NYCB, CONE, TGNA, PRGO, NLSN)
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Bilson, Don |
2019-08-19 |
| Tapestry shredded, buying tickets for another Icahn-Dell fight, Alliance Data tender underwhelms, Starboard now has $1bn riding on Symantec (TPR, PVTL, ADS, SYMC, THC, IFF)
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Bilson, Don |
2019-08-16 |
| E*TRADE swaps out another head coach, Madison Square Garden calls a timeout, Dividend questions at Macy’s (ETFC, MSG, M, DD, IAA, CHNG, UNVR)
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Bilson, Don |
2019-08-15 |
| 13-F Analysis (ARMK, LKQ, BRK.B, HGV, SRCL, CLGX, GE, SRE, CVLT, DXC, MPC, TSGI, AXTA, OC, VVV, PLAY, MRVL)
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Bilson, Don |
2019-08-15 |
| Shari finishes off her marathon, Occidental has "quagmire" written all over it, searching for a bottom at CDK; time for Dolan to find himself a Tsai (VIAB, CBS, OXY, CNDT, CDK, MSG, REZI, CVET)
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Bilson, Don |
2019-08-14 |