Event-Driven Research


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Title Date
Where are those Hertz earnings? OIS "optionality" in focus, Starwood counter-punches with a dividend (WMB, JNPR, ESV) 2014-02-21
Might the Fins be slowing Juniper down?, looking ahead to Pepsi meeting, MLP talk at CF and APD (NBR, OCR, SWY) 2014-02-20
Wedding bells at Signet, will Jana flip at URS?, Nabors review heads for double overtime (DRC, JNPR, NI, WMB) 2014-02-19
A walk-off home run at Forest, Marcato undeterred at NCR, keeping an eye on Plum Creek (DHR, RVBD, CPB) 2014-02-18
13F Analysis: Jarden (JAH), HELE, ALLE, ADT, TLM, HTZ, 2014-02-15
Oxy checking out of Hotel California, Jana pops up in Edwards Life, don't sleep on Bunge's sugar review (SWY, WOOF, BKW, FNF) 2014-02-14
Starwood debuts as a potential target, URS chokes on old deal, Hertz on deck 2014-02-13
Comcast and the 2007 Giants, barking about animal hospitals, Starboard kicks off 13-F season (AET, WCG, CTL) 2014-02-13
Williams clutching its credit rating, Cliffs headed for the ring, deal-maker at Harris may finally have team in place (DOW, PHH) 2014-02-12
Connecting another dot at Celanese, flagging a "comp" change at Sealed Air, where was the Nuance buyback? (EBAY, MNK, WPX) 2014-02-11
ISS and Icahn, keeping an eye on two NCR holders, ValueAct's well-timed strike at Allison 2014-02-10
UTX spin plan still hovering, Outerwall reaches for its wallet, Aetna points to 2015, (BC, WMB, CNMD) 2014-02-07
Big day at Level 3, TriQuint quiet on review, checking back in on Cummins (GRA, MRK, NUAN) 2014-02-06
Will GM follow SIRI with connected car numbers?, lengthy Xylem CEO search raises a question, a fight brewing at Williams (TWX, IACI, GCI, ETN) 2014-02-05
Hologic's new CEO debuts, no spin talk at Edwards, an eye on Cameco and Tokyo (ARTC, WY) 2014-02-04
February Nomination Preview - EBAY,HTZ,KBR,WMB,CLF,ANF,WPX,DNR,QEP 2014-02-03
A second card to play at Lear, watching for buyback 2.0 at Lyondell, Consol maps out midstream plan (EMN, JACK) 2014-02-03
Computer Sciences cool on split-up, PerkinElmer preaches unification, Fidelity reaches for a tracking stock (RTN, THI) 2014-01-31
Oxy's Chazen may be sticking around, bad day in Florida, Kronos confession cools sale thought (ADT, CTXS) 2014-01-30
MeadWest heating up, Citrix coaching change opens up possibilities, Energizer breakup idea takes the stage (NBR, ADT, SCSS, WTW) 2014-01-30

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