Event-Driven Research


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Title Date
Humana knocks out event-driven types at Centene, Infineon hoping for a better result with newest U.S. purchase, Allegheny adds some Arconic flavor (CNC, CI, IFX/CY, ATI, ALXN, LYB, CE, AXTA) 2019-06-03
Mantle Ridge ready to make a run at Aramark; standoff continues at Centene, Molina standalone plan can’t be ignored forever, Old Navy gets torpedoed (ARMK, CNC, MOH, OXY, GPS, WAGE) 2019-05-31
Filtering out the noise at Hess, Acadia ready to say goodbye to England, a breakup has landed at Eagle, Verint throws some targets on the table (HES, ACHC, EXP, VRNT, AGN, MYL, BA, EL) 2019-05-30
Filtering out the noise at Hess, Acadia ready to say goodbye to England, a breakup has landed at Eagle, Verint throws some targets on the table (HES, ACHC, EXP, VRNT, AGN, MYL, BA, EL) 2019-05-30
Devon’s Canadian exit underwhelms, Perrigo generics sale feeling like a no-go, an armistice is reached at Bed, Bath & Beyond, patience being tested at Davita (DVN, PRGO, BBBY, DVA, JACK, SFM) 2019-05-29
A new path opens for Humana, busy week for managed care, Fiat proposal won’t help quiet White House “232” noise (CNC/HUM, MOH, CI, FCA, LGF) 2019-05-28
Centene amendment leaves key question unanswered, Genesee process still very much alive, Medtronic still wedded to diabetes, Eyeing September for an L Brands decision (CNC, WCG, GWR, GPN, TSS, MDT, KAR, LB, DXC) 2019-05-24
Dentsply loses a key man during its move south, Thermo has $20bn to spend, more ammo for the breakup artists at L Brands (XRAY, TMO, CTL, AIG, LB, VFC, OXY) 2019-05-23
Icahn circling the bases at CVI, Breen has “deals” in mind for DuPont, Otis has its eye on Germany, Qualcomm gets KO’d in federal court (CVI, DWDP, UTX, QCOM, LOW, UHS, CC, MNK) 2019-05-22
Celanese and DuPont noise is getting louder, Peltzian breakup idea dies at PPG, Kohl’s cruising the wrong way down the Amazon (CE, DWDP, PPG, KSS, LM, QEP, NCR, DISH) 2019-05-21
Smoke and now fire at Lions Gate, American Airlines could use a push; Medicines Co scores on a corner kick (LGF, AAL, MDCO, LM, DXC, MD) 2019-05-20
Valvoline plan fails to inspire, Denner dialing up the pressure at Ironwood, Halliburton comp program gets back into the win column (VVV, IRWD, MDCO, HAL, EQT) 2019-05-17
Centene clarification could use more clarity, five-year handcuffs aren’t a problem at Allergan, no room to settle at EQT (CNC, AGN, EQT, JACK, DOX) 2019-05-16
13-F Analysis (LOGM, LPX, GCP, REZI, ARMK, VVV, FCX, ACHC, BERY, CC, Jana, JAZZ, LKQ, LM, PENN) 2019-05-16
Humana trying to check an elusive box, Peltz goes Back to the Future, Freeport in the middle of gold talks, another springtime letdown at Agilent (HUM, LM, FCX, A, CVET, WBT) 2019-05-15
Plan B for L-B, Nordstrom’s has returned to more interesting levels, DuPont ready to debut as an industrial (LB, JWN, DWDP, EPG Conference, HON ) 2019-05-14
Sempra hire points to more M&A ahead, vying for the Iron Throne at BBBY, the resistance speaks up at Occidental, recent SpinCo has lost its schein (SRE, BBBY, OXY, BMY, CVET, CFX, YELP) 2019-05-13
The Blue Coat era at Symantec comes to a dreary end, M&A squarely on the radar at WYNN, CommScope trips out of the gate, a bad day for Carl (SYMC, WYNN, AVYA, COMM, CNDT, TEN, NOMD, REZI) 2019-05-10
Tracking a pivot at CenturyLink, Conduent follows in its father's footsteps, flavoring Nuance with some NCR, a lot to unpack at Perrigo (CTL, CNDT, KN, NUAN, PRGO, CVX, EPC, EQT, EXP) 2019-05-09
A buyer finally passes Zayo’s test, Allergan CEO looking to make amends, looking through Pioneer CEO’s “hard no,” a call for change at Aramark (ZAYO, AGN, PXD, DVA, BG, ARMK, KAR, GCP, NCR, MYL) 2019-05-08

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