Event-Driven Research


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Title Date
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
Short Interest Analysis - CVC, ABB, ROK, NUAN, RIG, IRM 2013-11-12
Denbury may be vulnerable, Hologic gives up on deals, Sotheby's Chairman getting bullish (IACI, BOBE) 2013-11-12
Icahn tallies a win at RIG, VPHM no longer an orphan, is Danaher's Culp up to something? (COV, BID, RVBD) 2013-11-11
Alliant Tech still talking big, A full buffet of MLP talk, Elliott finds its next mark (RIG, WPX, WLK, CFN, DHR) 2013-11-08
Stage now set at Mondelez, Buffett and DaVita, Tronox still hunting (PHH, WPX, ATK, TWTC) 2013-11-07
Zoetis under fire, Emerson changes course on M&A, Tenet spin idea slowly gaining altitude (LINE, LAMR, TAP) 2013-11-06
Hertz chairman may be hurting, Ashland brushes off Valvoline MLP idea 2013-11-05
Home run at Endo, Hertz drops a buyback on the tape, Kochs make an intrepid wager (CLDT, WFT) 2013-11-05
Linn stepping up for Berry, Church & Dwight on deck, NextEra spinoff comes into focus (WCG, CCC, IDIX) 2013-11-04
Avon directors could be in trouble, an M&A discussion at Time Warner, WellCare calls to the bullpen (CAH, MPC, WTW) 2013-11-01
Time Warner vulnerable after hiccup, settling things up at CYH, a signal from Level 3 (FNF, HES, CMCSA) 2013-10-31
Diller's interactive problem, SPW avoids a misstep, Mead not willing to play spin card yet (OXY, ADBE, HRS) 2013-10-30
MeadWestvaco ready for that final step, Flowserve storing ammo, Xylem activist story under water (MRK, MW, CNX) 2013-10-29

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