Event-Driven Research


Title Date Pages
Circling back to Hilton Grand after its inglorious hat trick, a busy week for the Schein Family, clear skies at Cloudera, Nothing wrong with HealthEquity's spidey sense (HGV, HSIC, CVET, CLDR, ELY, HQY, MAT) 2019-08-12
White flags seen in the trenches at DXC, nice save for Symantec, Perrigo’s generic exit is stuck in the mud, making room for U-Haul on the August calendar (DXC, SYMC, PRGO, ICUI, COMM, CNDT, UHAL) 2019-08-09 5
The SpinMaster ready to lay down some beats at IAC, busy day for the Huntsman Family, go-private talk pops up again at NRG, Broadcom still flirting with Symantec (IAC, HUN, CAH, NRG, SYMC, PRGO, AAP, CARS, CNDT, CLDR, KAR, BECN) 2019-08-08 5
International Flavors no longer smells good, Extended Stay review ends in tears, big day ahead at Cardinal, options for livening up Emerson’s 2021 retirement party? (IFF, STAY, QEP, NUAN, CAH, EMR, TDG) 2019-08-07 5
Aramark LBO story at risk of a downgrade, AECOM spices up its defense, Textron slowly becoming less complicated, is Boeing the next Chipotle? (ARMK, ACM, TXT, UTX, Pershing Square, GWRE, WPX) 2019-08-06 4
Dentsply off to a quick start, AECOM owes an answer, another setback for a Starboard small cap, the road ahead at Legg Mason (XRAY, ACM, CARS, LM, ARNC, CVX) 2019-08-05 4
New daddy at GoDaddy, second shoe drops at NetApp, Western Union will attempt a $100m wire transfer, a hiccup at Chemours gives the PFAS bears an edge (GDDY, NTAP, WU, FLR, CC, CLDR, SRCL) 2019-08-02 5
Teeing up a Nordstrom-like move at Coors, Re-teeing a Nordstrom-like move at Nordstroms, No slippage at Valvoline, the march towards $17 rolls on at Cigna (TAP, JWN, VVV, CI, PENN, ECA, TRN) 2019-08-01 5
Last call for Nielsen, Peltz has reason to crow, Leidos looks ready to strike, new CEOs are turning heads at NCR and NuVasive (NLSN, Peltz, LDOS, BERY, NCR, NUVA, CVLT, MDR) 2019-07-31 5
Newell finds its next CEO in Church, Zebra ready to turn its buyback back on, Booz Allen gets chintzy, Hologic joins the Ulysses S Grant club (NWL, ZBRA, BAH, MGLN, HOLX, FERG) 2019-07-30 4
Former Pfizer thoroughbreds will retire at Mylan Farms, Parker Hannifin keeps on buying, celebrated driver at Waste Connections gives the keys to his Jackman (PFE, MYL, PH, EXAS, WCN, NBR) 2019-07-29 4
MGM warming up and still has something left in the tank, DoJ settlement kills the buzz at Universal Health, Zimmer's offense shows up six months early, time for PTC to hire an advisor (MGM, UHS, ZBH, BAX, PTC, CLGX, LKQ, EQT, TPX) 2019-07-26 5
New Owens Corning boss will need some persuading, Cerner has a lot of wood to chop in Q4, another dispiriting warning from SAVE (OC, CERN, SAVE, MANH, LKQ, NOC, LB, CB) 2019-07-25 5
Failure not an option at JetBlue, Tenet review ends rather simply, no sign of a portfolio move at Owens Corning, Sherwin script leaves little room for Axalta (JBLU, THC, OC, CE, MGLN, SHW, ATI, AN) 2019-07-24 5
Online trading space suddenly smells smoky, AutoNation experiment fails, gazing at a different set of numbers at United Technologies (AMTD, AN, UTX, RPM, BG) 2019-07-23 4
Equifax makes amends, Myriad puts one of its problems to bed, eyeing DaVita's denominator following tender (EFX, MYGN, DVA, FDX, HQY, CLF, DDS) 2019-07-22
E*TRADE throws a changeup, sizing up Icahn’s recruiting class at OXY, first Axalta update raises some questions, Bed & Bath gets bounced into single digits (ETFC, SLB, OXY, AXTA, DOV, BBBY) 2019-07-19 4
Miles and miles to go before Abbott deals again, frustration levels rising at Textron, an incomplete update from eBay, shot clock winding down at MGM (ABT, TXT, EBAY, MGM) 2019-07-18 3
Banks painting rosy picture for M&A, Cintas rise shines light on Aramark, totaling up the overhang at J&J (M&A, ARMK, WFC, QCOM, JNJ) 2019-07-17 4
Waiting for the autopsy at Symantec, Citi sees a busy 2nd half, new Martin Marietta director brings an interesting skill-set, Cardinal having trouble fielding a team (SYMC, AVGO, M&A, MLM, CAH, QEP) 2019-07-16 4

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