| 13-F Analysis (NFLX, COMM, LB, HGV, RTN, OXY, RH, XPO, BA, AAL, PLAY, OC, PENN, PEB, PLAN, ZEN, GDDY, INST)
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Bilson, Don |
2019-11-15 |
5 |
| Second trophy kill of the year for Gordon Haskett, Thermo may go “Dutch” on its next date, Perspecta anniversary coming into focus, a change coming at Smuckers? (HPQ, QGEN, PRSP, SJM, ELAN, IIVI)
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Bilson, Don |
2019-11-14 |
4 |
| Miles White finishing strong at Abbott, Ten bucks coming into focus at Kansas City Southern, Persistence pays off for Apollo in IT space (ABT, KSU, TECD, TWOU, FTNT, EXP)
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Bilson, Don |
2019-11-13 |
4 |
| DXC throwing three babies out with the bathwater, latest Rockwell painting is a keeper, Advance Auto needs to get its grades up in year-four (DXC, ROK, AAP, ACM, BOX, FSCT)
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Bilson, Don |
2019-11-12 |
|
| KKR might answer the call at Walgreen's, Envestnet showing resiliency following founder's death, Icahn-OXY now scheduled to fight this spring (WBA, ENV, OXY, OTEX, ISBC, AXE, COMM)
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Bilson, Don |
2019-11-11 |
5 |
| Madison Square Garden rolls out a new lineup, NortonLifeLock revamp now complete, Teradata goes to the bullpen again, Gap's founding family now fishing for a new CEO (MSG, NLOK, TDC, CE, TIF, GPS, MD, HOLX, NLSN, JCI)
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Bilson, Don |
2019-11-08 |
|
| Nielsen finishes back where it started, KAR breaks down leaving the garage, Sea World scoops its next CEO into the boat, delays at CenturyLink/Acadia (NLSN, KAR, SEAS, CTL, ACHC, OXY, DNOW)
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Bilson, Don |
2019-11-07 |
|
| Xerox swings for the fences and may have some help, Walgreen’s boss is running out of patience, LBO talk in bloom at Outback; time to screen PwC list for shorts (HPQ, WBA, BLMN, AYR, DVA, ACHC, ARNC, IFF, PwC, MYGN)
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Bilson, Don |
2019-11-06 |
6 |
| Xerox is free at last, newest Emerson director has SpinCo CEO potential, Symantec turns the page, Family stake now conversational at Columbia (XRX, EMR, NLOK, COLM, OXY, NSP, UAA, FHN, IBKC, Pershing Square)
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Bilson, Don |
2019-11-05 |
5 |
| Stryker has the wright stuff; Easterbrook fries up a bad career move at McDonalds; Tough Mother passes away at Columbia, Silver Lake looks to dunk on Dolan (SYK, MCD, COLM, MSG, UAA, TWOU, T, HGV, DNOW)
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Bilson, Don |
2019-11-04 |
6 |
| A cloud networking star falls back to Earth, pictures at FLIR are coming in blurry, ValueAct scoring quickly at LKQ; Chemistry 101 (ANET, FLIR, LKQ, SRCL, NWL, DD, OLN, UNVR, INST)
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Bilson, Don |
2019-11-01 |
5 |
| Marathon passes out its Halloween goodies, Humana joins the Astros in the Texas loser's circle, Global opioid settlement won't arrive by Christmas, strong opening from L3Harris (MPC, HUM, MCK, MIC, LHX, WDC, AXE, YUM)
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Bilson, Don |
2019-10-31 |
5 |
| New Molson CEO whips out the activist playbook, "Distributors" suddenly getting lots of love, a hosting deal that doesn't include Cyrus, who will Boeing turn to next? (TAP, AXE, XRX, DLR/INXN, MAT, BA, SUM, XPO, ETN, FLEX)
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Bilson, Don |
2019-10-30 |
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| Elliott closing in on Findlay Marathon victory, Nordstrom Family denied again, MolsonCoors looks to break streak, two CEOs headed in different directions (MPC, JWN, TAP, IP, CHTR, ETFC, BAX)
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Bilson, Don |
2019-10-29 |
5 |
| AT&T sees at least $4.50 on the horizon, Tiffany finally receives an engagement ring, JetBlue winning some love, a new CEO seen FLEXing her muscles (T, TIF, JBLU, FLEX, VFC, LPT)
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Bilson, Don |
2019-10-28 |
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| American CEO can hear footsteps, throwing Nokia/Juniper file in the garbage, cloudy days ahead at Baxter, Should 3M be worried it’s next? (AAL, NOK, JNPR, BAX, MMM, ADS, SIX, CLGX)
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Bilson, Don |
2019-10-25 |
5 |
| eBay sputters out, Fortune Brands leaves the cabinet door open, PTC breaks its slump, prayers for Ayers at IDEXX (EBAY, FBHS, PTC, IDXX, AYR, CLGX, CVI, EVR)
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Bilson, Don |
2019-10-24 |
5 |
| Nike draft pick has a lot of upside, JetBlue holding on to the dream, UTX CFO now a free agent, Boeing produces a sacrificial lamb (NKE, NOW, JBLU, UTX, BA, SIX, REZI, CVET, CE, RF)
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Bilson, Don |
2019-10-23 |
6 |
| Biogen becomes a “comeback of the year” nominee, Ackman’s real estate developer leaves investors wanting more, Freeport adds to its bench while AT&T may lose a key starter (BIIB, HHC, AMTD, CE, FCX, KAR, FSCT)
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Bilson, Don |
2019-10-22 |
4 |
| A quick about face at Smith & Nephew; Schwab sidesteps big question, odds getting longer for Boeing chief, an interesting signal from Regions Financial (SN, SCHW, BA, RF, SLB, MTOR)
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Bilson, Don |
2019-10-21 |
4 |