Event-Driven Research


Title Date Pages
No renovations planned at Abbott, Keurig trading volume is overcaffeinated, SLM says goodbye to single digits, HSA door may finally be creaking open at Webster (ABT, KDP, SLM, WBS, LB, PTC, SRCL) 2020-01-23 5
Bugles blaring at Xerox, an APB has been issued for Entegris in Delaware, Eaton re-writes its script, first sign of blood at Merit Medical (XRX, HPQ, ENTG, ETN, MMSI, CMA, Darren Jackson) 2020-01-22 5
Qiagen pulse beats a little louder, history repeating itself at Best Buy, VF checks another box, eyeing JB as an XPO last-mile fit (QGEN, BBY, VFC, EVRG, JBHT, SERV, AIN, SIX) 2020-01-21 5
An eyebrow raising morning at E*TRADE, the barbarians have crashed the party at Dave & Busters, DuPont throws a curveball, Old Navy spin is buried at sea (ETFC, PLAY, DD, GPS, PPG, SIG) 2020-01-17 4
Whiplash at XPO, Textron tackles its comp problem, sluggishness at Integra is getting harder to ignore (XPO, TXT, IART, TGNA, NLSN) 2020-01-16 4
New Perkin-Elmer CEO debuts with little splash, storm clouds forming over Tegna, door appears open at Premier Inc, hot-hand gives it another try at Advanced Auto (PKI, TGNA, PINC, AAP, ACIW, TRN) 2020-01-15 4
No fight ahead at Alexion, lights are till flickering at Qiagen, Penn Gaming should be in the clear, busy twenty-four hours for Starboard (ALXN, QGEN, BAX, PENN, MGM, MMSI, ACM, FCX, CLDR) 2020-01-14 5
Woodward delivers on last week’s M&A signal, “Good” isn’t enough at Sysco, SYNNEX breakup catalyzes breakout, TPG has its eye on pseudo-activist role (WWD, SYY, SNX, TPG/Bain/TAP, GCP, FDX, SIX) 2020-01-13 5
A special moment for NortonLifeLock, the show goes on at Grubhub, bad news is good news at LB, a high-flying SPAC hits its first air pocket (NLOK, GRUB, LB, AYI, BBBY, SMPL, ENV) 2020-01-10 4
The window opens at E*TRADE, Acuity reaches for a new light bulb, VOYA looks for the hat trick, L Brands sees its defense weaken further (ETFC, AYI, AXE, INST, VOYA, BBBY, LB, ABT, GRUB) 2020-01-09 5
An anniversary that DuPont would just assume forget, waiting on an answer at Tegna, Cott ready to spit out its coffee, Walgreen losses its LBO halo (DD, TGNA, COT, CPB, WBA, FBHS) 2020-01-08 4
Too many tweaks to ignore at Molson, Goldman’s top DJ now spinning a new P&L, retirement can wait at Woodward (TAP, GS, WWD, TWTR, INST) 2020-01-07 5
Xerox breaks out its poking stick, ninth inning now within sight at United Technologies, a new reason to watch Insperity, Rutledge payday at Charter isn’t far off (XRX, HPQ, UTX, NSP, CHTR, BBBY, LW) 2020-01-06 4
Plenty for Bristol holders to celebrate one year later, Avis still driverless as standstill matures, Oxy defense snags a playmaker, Anixter heading for $100? (BMY, CAR, OXY, AXE, LB, TAP) 2020-01-03
One less thing for Boeing to worry about, 2020 M&A class loses a key prospect, CDR clawing for a “W” at Anixter, Textron self-help story falls flat (BA, QGEN, AXE, TXT, FFIV, DLTR) 2020-01-02 4
Fifth Circuit plays “kick the can” with ACA, Ecolab throws a curveball, FMC puts a bow on a strong decade, eyeing Dropbox as the next busted IPO target (Affordable Care, ECL/APY, XPER/TIVO, GLPI, FMC, DBX, FRPT) 2019-12-19 5
FedEx may need to hire a defensive coordinator; Acadia brings in a M&A rainmaker, Blue Harbour makes a major withdrawal, a year to forget at Cigna (FDX, ACHC, ISBC, CI, DVN, LDOS, TRN) 2019-12-18 4
Now or never for Boeing activism, Happy Birthday Ken Frazier, interesting brew from JAB, Univar has its eye on being top dog (LOGM, BA, MRK, DNKN, UNVR, BBBY, TGE, IFF) 2019-12-17 5
DuPont makes good on its Morris potential, Déjà vu at WPX, Centene says adios to WellCare dilution, AGCO warning may be much ado about nothing (DD, WPX, M&A, CNC, AGCO) 2019-12-16 4
Tapestry calls an audible at Kate Spade, Delta loyalty details coming this spring, Ackman making good on Howard Hughes promise, Instructure getting an earful (TPR, DAL, HHC, ASH, INST, REZI, ALLE) 2019-12-13 5

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