Event-Driven Research


Title Date Pages
Decision time for MeadWest, Hertz now a divided hotel, Regal plays around with its P&L [MWV, HTZ, HRB, BRCM, RBC] 2014-12-10
Two giants dial back M&A outlooks, a new "activist" to watch for, chewing on a big California health insurance deal [VRX, SI, CDK, IPG, UTX, MRK, DOV] 2014-12-09
A shank at ClubCorp, EQT makes good (on step one), another negative bet at Avon? [MYCC, containerboards, EQT, AVP, SJM] 2014-12-08
The Week Ahead [UTX, RBC, WY, BRCM, MYCC, BG, DHR, YUM] 2014-12-08
M&A sounds getting louder at Humana, Owens Corning with a nice defensive move, LNG malaise now hangs over KBR meeting [HUM, OC, CPRT, KBR, JDSU, FNSR] 2014-12-05
Potash turns its attention to phosphates, legacy BEAV breaks nicely, Hawaii Five-O and Friday Night Lights [POT, BEAV, NEE, PKG, NSC, EXPR] 2014-12-04
L-3 getting more serious about re-rating opportunity, Zimmer lays out an opportunity, Johnson Controls set up for a sleepy year [LLL, ZMH, JCI, CLH, EQIX] 2014-12-03
Peltz swaps a legg for a mellon, no real turbulence ahead of BEAV split, EQIX still waiting on that stubborn piece [BK, BEAV, OIS, EQIX, FCX] 2014-12-02
Lions Gate turning into at least a two-horse race, some buyer's remorse in energy, Becton is the deal that keeps on giving [LGF, JCI, HUM, DRC, CAM, BDX, BCR] 2014-12-01
Short Interest Analysis: [GNW, HCA, DOV, HYH, RYAM, LH] 2014-12-01
Omnicare's catalyst fizzles out, cautious on BEAV ahead of Monday's guidance, will Highland be OK with $85 at Loral? [OCR, BEAV, LORL] 2014-11-25
Thinking about United Tech's M&A game, Dillards hands out some promotions, Styker gears up? [UTX, DDS, SYK, JEC, LGF, YUM] 2014-11-24
Pushing back against Dillards pushback, sizing up Cardinal, Loeb's busy night [DDS, CAH, BID, DOW, MRVL, HTZ] 2014-11-21
C.R Bard cooling off consolidation talk, Mockingjay ready to chirp, Koch Brothers' move puts light on JDSU [BCR, LGF, JDSU, PDCO, JBLU, AVP] 2014-11-20
PetSmart ups the ante, Zoetis dials back tax-cutting expectations, pivot underway at Jacobs [PETM, ZTS, JEC, JACK, TQNT, RFMD] 2014-11-19
The wind blows at SunEdison, Alliant Tech still on the rails, JetBlue flying into an important update [SUNE, ATK, JBLU, CFX] 2014-11-18
Hunting season approaches at Valeant, another check-down at Denbury, Exterran fabricates a special situation [ZTS, DNR, EXH, JEC] 2014-11-17
13F Analysis: IP, RKT, KS, PKG, CFX, MCD, CNC, CAG, EBAY, TWX, FOXA, APC, ESRX, FSLR, OC, FMC, NTAP 2014-11-16
A scrum looms at DOW, bittersweet news for Weatherford, still waiting on Hertz CEO [DOW, WFT, HTZ, ASH, NSC, BK, DD] 2014-11-14
The animals are rallying, some optimism over banking deals, Danaher gets rid of a nuisance [ZTS, TCB, DHR, SWK, RXN, CLH, ADT] 2014-11-13

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