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Starbucks playing defense ahead of Hall of Famer's...
Starbucks playing defense ahead of Hall of Famer's departure, Starboard deal at Mellanox wins poi...
6-20-2018 Event-Driven Research - Don Bilson
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TSCO: Tractor Supply Company - Initiating Coverage with...
TSCO: Tractor Supply Company - Initiating Coverage with an Accumulate Rating + $86 Price Target –...
6-20-2018 Retail - Chuck Grom
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Berkshire Acquired General Re 20 Years Ago
Berkshire Acquired General Re 20 Years Ago
6-19-2018 Insurance - Bill Wilt
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Humana strikes deal with a different pharmacist, DG not...
Humana strikes deal with a different pharmacist, DG not hostile to a FDO deal, focusing on PE int...
6-19-2018 Event-Driven Research - Don Bilson
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Wondering where smoke at BioMarin came from, Campbell...
Wondering where smoke at BioMarin came from, Campbell Soup warming up, GM prepping investors for ...
6-18-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (6/15/2018) - Sleepless in...
The Weekend Warrior (6/15/2018) - Sleepless in Seattle... A Recap of COST/JWN HQ Visits + CPI/PPI...
6-15-2018 Retail - Chuck Grom
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June 11 - June 15
June 11 - June 15
6-15-2018 Event-Driven Weekly - Event-Driven Team
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No more guessing at Lyondell, breakup watch at HD...
No more guessing at Lyondell, breakup watch at HD Supply, most interesting storyline at AMC since...
6-15-2018 Event-Driven Research - Don Bilson
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May Retail Sales Wrap - 2-Year Stack Rises 11.6% - Best...
May Retail Sales Wrap - 2-Year Stack Rises 11.6% - Best Trend Since 2012
6-14-2018 Retail - Chuck Grom
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Headwind to Mylan payoff stiffens, new Allergan director...
Headwind to Mylan payoff stiffens, new Allergan director is a familiar face, new Zimmer CEO is a ...
6-14-2018 Event-Driven Research - Don Bilson
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JWN: Nordstrom - HQ Trip Takes = Guarded Tone @ The Top...
JWN: Nordstrom - HQ Trip Takes = Guarded Tone @ The Top . . . But Rack Issues Appear to be In Re...
6-13-2018 Retail - Chuck Grom
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COST: Costco Wholesale - Six Takes From HQ Visit in...
COST: Costco Wholesale - Six Takes From HQ Visit in Issaquah, Boosting 4Q EPS Estimate As Recent ...
6-13-2018 Retail - Chuck Grom
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Stryker high-tails out of Boston, Ackman gets in a...
Stryker high-tails out of Boston, Ackman gets in a question at ADP, AbbVie throws some M&A number...
6-13-2018 Event-Driven Research - Don Bilson
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Annual Study of Atlantic Hurricanes
Annual Study of Atlantic Hurricanes
6-13-2018 Insurance - Bill Wilt
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RH: RH - Walking Their Talk, Impressive Turnaround...
RH: RH - Walking Their Talk, Impressive Turnaround Continues to Unfold; Raising Estimates & PT to...
6-12-2018 Retail - Chuck Grom
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Two MedTech cruiserweights looking to Stryke a deal, ADP...
Two MedTech cruiserweights looking to Stryke a deal, ADP pays the Bill, watching for Tenet to twe...
6-12-2018 Event-Driven Research - Don Bilson
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Elliott and Bluescape looking for more magic in San...
Elliott and Bluescape looking for more magic in San Diego, Envision finally comes off the board, ...
6-11-2018 Event-Driven Research - Don Bilson
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May ’18 Macro Survey Results - Discretionary Spend...
May ’18 Macro Survey Results - Discretionary Spend (Apparel/Furniture/Home Improve) Upticks . . ....
6-10-2018 Retail - Chuck Grom
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The sun sets on the McAdam era at Verizon, keeping an...
The sun sets on the McAdam era at Verizon, keeping an eye on the new team Cooper Co, Lulu comes o...
6-8-2018 Event-Driven Research - Don Bilson
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June 4 - June 8
June 4 - June 8
6-8-2018 Event-Driven Weekly - Event-Driven Team

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