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A bad dream continues at Hologic, Allegheny readies a...
A bad dream continues at Hologic, Allegheny readies a handoff, growth a question mark at CDK, Ica...
8-14-2018 Event-Driven Research - Don Bilson
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HD: Home Depot - No Shoes, No Shirt, No Problem: Strong...
HD: Home Depot - No Shoes, No Shirt, No Problem: Strong 2Q Print out of the ATL = Mean Reversion ...
8-14-2018 Retail - Chuck Grom
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July Back-To-School Survey - BTS Outlook Solid At First...
July Back-To-School Survey - BTS Outlook Solid At First Glance = ~80% Expect To Spend In-Line Or ...
8-13-2018 Retail - Chuck Grom
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August 6 - August 10
August 6 - August 10
8-13-2018 Event-Driven Weekly - Event-Driven Team
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Elliott looks for big ratings, VF Corp ready to spin off...
Elliott looks for big ratings, VF Corp ready to spin off FavreCo, watching shareholder roster at ...
8-13-2018 Event-Driven Research - Don Bilson
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Third Point dropping some Ben Franklin on Campbell Soup,...
Third Point dropping some Ben Franklin on Campbell Soup, market check time for Welbilt?, a shrug ...
8-10-2018 Event-Driven Research - Don Bilson
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A stoop sale down on Bradstreet, Perrigo ready to...
A stoop sale down on Bradstreet, Perrigo ready to let-go, new CEOs at CenturyLink and Nuance deli...
8-9-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - Summer Nights; SSS Rise 6.4% in...
COST: Costco Wholesale - Summer Nights; SSS Rise 6.4% in July = Solid Print Despite Slowdown on S...
8-8-2018 Retail - Chuck Grom
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Mr. Smith won’t be headed to Southern California,...
Mr. Smith won’t be headed to Southern California, Mylan’s frustration boils over, KAR strategizin...
8-8-2018 Event-Driven Research - Don Bilson
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Dentsply cops to a mouth full of cavities, Icahn goes...
Dentsply cops to a mouth full of cavities, Icahn goes full-Citron, Sempra talks dragging on, Hasb...
8-7-2018 Event-Driven Research - Don Bilson
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Social Inflation Poses Increasing Risk to P/C Margins
Social Inflation Poses Increasing Risk to P/C Margins
8-6-2018 Insurance - Bill Wilt
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Nooyi bids adieu, Symantec hardly looks like a coiled...
Nooyi bids adieu, Symantec hardly looks like a coiled spring, Starboard gets its Mead 2.0, Lyonde...
8-6-2018 Event-Driven Research - Don Bilson
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AIG: Severe Storms Cloud 2Q Earnings
AIG: Severe Storms Cloud 2Q Earnings
8-3-2018 Insurance - Bill Wilt
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July 30 - August 3
July 30 - August 3
8-3-2018 Event-Driven Weekly - Event-Driven Team
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DowDuPont boss still owes the market an answer,...
DowDuPont boss still owes the market an answer, Stericycle finally gets around to cutting, Cigna ...
8-3-2018 Event-Driven Research - Don Bilson
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FND: Floor & Decor Holdings - Not So HOTlanta =...
FND: Floor & Decor Holdings - Not So HOTlanta = Reset Justified, Lowering Estimates & PT to $45
8-2-2018 Retail - Chuck Grom
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Broadlines & Hardlines Retail - EPS Recaps: Wayfair...
Broadlines & Hardlines Retail - EPS Recaps: Wayfair and Sprouts = Key Takes + Model Updates
8-2-2018 Retail - Chuck Grom
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XPO looking more like a '19 deal-maker, more...
XPO looking more like a '19 deal-maker, more headaches for Cigna's CEO, keeping an eye on Maceric...
8-2-2018 Event-Driven Research - Don Bilson
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AIG: Legacy Liability Transactions Gain Momentum, TRV...
AIG: Legacy Liability Transactions Gain Momentum, TRV Next?
8-1-2018 Insurance - Bill Wilt
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Sickly Molina now doing handsprings under new CEO,...
Sickly Molina now doing handsprings under new CEO, Johnson Controls still sussing out its tax-fre...
8-1-2018 Event-Driven Research - Don Bilson

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