Event-Driven Research


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Title Date
Strategics pass on Volvo Rents, Corvex scores at Fidelity, Vail Resorts still a mystery (OCR, CAH, TEX) 2013-12-10
Tying together some strings at eBay, Hologic finds a new CEO, Sysco cooks up a hearty deal (CPB, FDO, CPWR) 2013-12-09
A plan for Cameron, Dollar General not looking in FDO's direction, Lions Gate has a decision to make (MTN) 2013-12-06
Omnicare crosses a worry off the list, what is Stanley planning?, Motorola singing confident new tune (DG, IP, BOBE) 2013-12-05
Hologic pushes back deadline, CF now talking MLPs, connecting the dots at ANF (TCB, BOBE, PCP) 2013-12-04
Hertz doing more than dropping hints, Jana goes five for five, Cobalt story feels gassed (QEP, CEN) 2013-12-03
GM activist story missing a word, activist news at TLM and TQNT, eyes now on Dover (HOLX, MPC, DG, HSP) 2013-12-02
CVS deal points toward Omnicare, dusting off Jon Huntsman's rant, Foster Wheeler in play? (JEC, DHR ) 2013-11-27
Short Interest Analysis - NUAN, CVC, CMCSA, JCP, ENDP, HOLX, MDR, HCBK, MTB 2013-11-27
MW playing Pac-Man, deep water MLP talk finds Noble, Icahn's software plays (WAT, ADT) 2013-11-26
A fresh activist thought, CenturyLink shows up on a bad list, handcuffs come off Mosaic (CYT, HAIN) 2013-11-25
No reason to give up on Patterson, Raytheon's interesting word choice, time to give up on T-Mobile-Dish? (FDO, SYY) 2013-11-22
Icahn bears down on Hologic, a changeup thrown Allegion's way, URS gets the hint (JACK, SJM, JCI) 2013-11-21
ADT following the script, tempers flare at Strategic Hotels, does Corvex have an ally at FNF? (DVN, CPB, HLF) 2013-11-20
Jana now good with Ashland, Honeywell debt issue raises an eyebrow, A noteworthy changeup at GD? (QEP, CFN, CWH) 2013-11-19
Some sunlight on Stanley Works, watching ADT later this week, Carefusion finally scores (KMB, CCOI) 2013-11-18
URS in hammer-lock, Hertz hangs over URI appearance, IRS turns the REIT light back on (DVA, KMB, WPX) 2013-11-15
13F filing analysis: MTN, HTZ, TIBX, MOS, TLM 2013-11-15
Tyco plays some defense, update at IACI, fight at QEP edges closer (URS, ETN) 2013-11-14
CYH picks up key deal vote, Starboard with a logical move, an interesting Echostar nugget (ALSN, MDLZ, CHKP, ROC) 2013-11-13

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