| Shining a light on Raytheon, remembering the tax basis at Hertz, Liberty getting ready to go above $135? (MW, JOSB, RSE, SXC, POST)
|
Bilson, Don |
2014-01-06 |
| Remembering Fiat's interest in trucks, curious trading volume at SemGroup, Lamar gets a scare (DNR, CP)
|
Bilson, Don |
2014-01-03 |
| January Preview
|
Bilson, Don |
2014-01-02 |
| Hertz digs in, Netflix lowers its guard, not expecting fireworks at SPW
|
Bilson, Don |
2013-12-31 |
| Tronox M&A idea catches a tailwind, Starboard pops up in CW, a belated short report (PLL, IDEX, CROX, GM, SYY, NUAN, CPB)
|
Bilson, Don |
2013-12-30 |
| Assigning credit at Hologic, keep an eye on Bunge, Qdoba spin idea perking up? (PMCS, ADS, AVGO, LSI)
|
Bilson, Don |
2013-12-23 |
| Initiation of Spin Rankings
|
Bilson, Don |
2013-12-20 |
| An interesting development at Tenet, an air ball at Tibco Software, hitting the refresh at Sothebys (NAV, FNFG, HUB)
|
Bilson, Don |
2013-12-20 |
| IACI spin, Darden comes up short, MillerCoors (CFX, GIS, CIE)
|
Bilson, Don |
2013-12-19 |
| Day 2 at WPX, MMM gearing up to hunt, same old conservative stance at Honeywell (ALB, CBRL, PNR)
|
Bilson, Don |
2013-12-18 |
| WPX throws a changeup, Corvex flips the switch at Williams, refreshing Stillwater story (ENR, HXL)
|
Bilson, Don |
2013-12-17 |
| Keeping an eye on Colfax, AerCap steps up for AIG, will Starboard push for a fight at Calgon Carbon? (AVGO, TMUS, S)
|
Bilson, Don |
2013-12-16 |
| URS belting out a new tune, a cicada-like question at DTV, Strategic Hotels hustling for votes (TXI, APC, TROX)
|
Bilson, Don |
2013-12-13 |
| Danaher script reads the same, worth revisiting Stanley in 2014, some dishing on DISH (DTV, XLS, ADS)
|
Bilson, Don |
2013-12-12 |
| Short Interest Analysis - GM, LGF, CVC, MU, PBI, NUAN
|
Bilson, Don |
2013-12-11 |
| Cameron gets its defense on the field, doorbell finally rings at Scripps, Quest on the clock (CAH, HRB, CA, XRX)
|
Bilson, Don |
2013-12-11 |
| Strategics pass on Volvo Rents, Corvex scores at Fidelity, Vail Resorts still a mystery (OCR, CAH, TEX)
|
Bilson, Don |
2013-12-10 |
| Tying together some strings at eBay, Hologic finds a new CEO, Sysco cooks up a hearty deal (CPB, FDO, CPWR)
|
Bilson, Don |
2013-12-09 |
| A plan for Cameron, Dollar General not looking in FDO's direction, Lions Gate has a decision to make (MTN)
|
Bilson, Don |
2013-12-06 |
| Omnicare crosses a worry off the list, what is Stanley planning?, Motorola singing confident new tune (DG, IP, BOBE)
|
Bilson, Don |
2013-12-05 |