Event-Driven Research


Title Date
A bad dream continues at Hologic, Allegheny readies a handoff, growth a question mark at CDK, Icahn slinks away at Cigna (HOLX, ATI, CDK, CI/ESRX, AGN, BAH) 2018-08-14
Elliott looks for big ratings, VF Corp ready to spin off FavreCo, watching shareholder roster at Dollar Tree (NLSN, VFC, DLTR, IAC) 2018-08-13
Third Point dropping some Ben Franklin on Campbell Soup, market check time for Welbilt?, a shrug from ICU Medical, a seller gets his hands on EQT Midstream (CPB, WBT, ICUI, CI, ESRX, EQT, BKD, FLS) 2018-08-10
A stoop sale down on Bradstreet, Perrigo ready to let-go, new CEOs at CenturyLink and Nuance deliver, Nexstar not a “hard no” on go-private option (DNB, PRGO, CTL, NUAN, CNHI, EQT, APA, OXY, NXST, CRL, KHC, RAD) 2018-08-09
Mr. Smith won’t be headed to Southern California, Mylan’s frustration boils over, KAR strategizing ahead of its spin, winds along the Charles River change direction (ICUI, KAR, CRL, MYL, AGN, SEE, THC, ZBRA) 2018-08-08
Dentsply cops to a mouth full of cavities, Icahn goes full-Citron, Sempra talks dragging on, Hasbro gets twisty with CEO (XRAY, CI, EGN, NWL, HAS, LDOS, RAD) 2018-08-07
Nooyi bids adieu, Symantec hardly looks like a coiled spring, Starboard gets its Mead 2.0, Lyondell has more than a causal interest in Braskem (PEP, SYMC, BMS, LYB, PX, DFS) 2018-08-06
DowDuPont boss still owes the market an answer, Stericycle finally gets around to cutting, Cigna as confident as ever, ITT turns the page (DWDP, SRCL, DOV, ZBH, CI, MRO, ITT, TVPT) 2018-08-03
XPO looking more like a '19 deal-maker, more headaches for Cigna's CEO, keeping an eye on Macerich, self-help is the story at Mednax (XPO, CI, MAC, MD, MCK, NUVA, PKI) 2018-08-02
Sickly Molina now doing handsprings under new CEO, Johnson Controls still sussing out its tax-free spin option, Dollar Tree checkpoint ahead, Kimberly gets a kiss from Cincinnati (MOH, JCI, DLTR, KMB, KHC, ACHC, CMI, OC) 2018-08-01
A forgetful month for M&A, Fortive keeps churning out deals, Arconic delivers for the crowd, So too does Athena (July M&A, FTV, FCE.A, CAG, ARNC, PG, ATHN, LHO) 2018-07-31
Watching for Nelson's gamble to pay off at Procter, AbbVie CEO toning down the 20 by 30 speak, Lilly hasn't moved Merck's Frazier, LogMeIn gets remotely interesting following third strike (PG, CL, CLX, ABBV, MRK, EQT, LOGM, RAD) 2018-07-30
CNH breakup story still on course, calmer waters at Allergan, a positive read-through for Energen, tripping on PCP while watching Arconic (CNHI, AGN, EGN, LAZ, MHK, ADS, NCR, BMS, ARNC) 2018-07-27
Unserious buyback at Sirius speaks volumes, Gilead set to play a Mulligan, Nielsen breaks emergency glass, Skeptical $25 is the right number for Arconic (SIRI, GILD, XRX, NLSN, QCOM, ARNC, AXTA, NOC, UMBF) 2018-07-26
Stryker tries to calm the waters, sale talk creeps its way into JetBlue's cockpit, Lulu goes off the board, CNI sticks with a hot hand (SYK, JBLU, LULU, CNI, CHTR, UTX, VZ, KMB, CMA, AVY) 2018-07-25
Lilly goes the well-travelled route with animal health spin, Synovus deal will likely be imitated, dental names perking up following Danaher procedure (LLY, SNV, ACHC, XRAY, PDCO, HSIC, HXL, CTLT, ITW) 2018-07-24
Arrivederci to near-term breakup at CNH, Apollo running wild, a white flag seen at Esterline, a crack in LaSalle's defense? (CNHI, LPNT, ASH, ESL, HON, SWK, LHO, PEB) 2018-07-23
E*TRADE sale hopes still alive, Celanese surfing an acetyl wave, a second step in mind at Kimberly, a made-man gets Malone's spot at Lions Gate (ETFC, CE, PAH, KMB, LGF, DHR, DOV, ADS) 2018-07-20
Danaher losing its wisdom teeth, new Dover CEO in no rush to spin again, Abbott’s stomach begins to grumble (DHR, DOV, ABT, ETFC, PZZA) 2018-07-19
New CSX CEO has railroad right on track, United’s 2020 plan flying high, Buffett pivoting to Plan B, Texas Instruments shatters F5 record (CSX, UAL, BRK, CMA, TXN, JNJ, SERV) 2018-07-18

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