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Blackstone and Reuters looking to become Thomson Twins,...
Blackstone and Reuters looking to become Thomson Twins, another gas player looks to cure its disc...
1-30-2018 Event-Driven Research - Don Bilson
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Jan 22 - Jan 26
Jan 22 - Jan 26
1-29-2018 Event-Driven Weekly - Event-Driven Team
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A very refreshing sip at Dr Pepper, KapStone finally...
A very refreshing sip at Dr Pepper, KapStone finally finds its deal, searching for the next $5bn ...
1-29-2018 Event-Driven Research - Don Bilson
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Surveying the wreckage at Newell, stars not aligning...
Surveying the wreckage at Newell, stars not aligning behind E*TRADE sale, cool reaction to ADS sl...
1-26-2018 Event-Driven Research - Don Bilson
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Newell ready to start over, tax reform won't pull...
Newell ready to start over, tax reform won't pull forward possible UTX breakup, homing in on Vari...
1-25-2018 Event-Driven Research - Don Bilson
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Allegheny split talk gets louder, United's Munoz...
Allegheny split talk gets louder, United's Munoz goes all-in, "proactive" is the word of the day ...
1-24-2018 Event-Driven Research - Don Bilson
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Home Depot & Lowe's - Data Science Work (Credit...
Home Depot & Lowe's - Data Science Work (Credit Card Data + 4Q Survey Work + Predictive Models) ....
1-24-2018 Hardlines / Home Retail - Chuck Grom
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A second horse appears at Macerich, Kimberly fumbling...
A second horse appears at Macerich, Kimberly fumbling the baton, Dentsply board is hearing boos (...
1-23-2018 Event-Driven Research - Don Bilson
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Progressive (PGR) - Outsized Policy Growth to Continue...
Progressive (PGR) - Outsized Policy Growth to Continue Near Term
1-23-2018 Insurance - Bill Wilt
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AIG to Acquire Validus (VR): Cash is worth more than EPS...
AIG to Acquire Validus (VR): Cash is worth more than EPS to companies with NOLs
1-22-2018 Insurance - Bill Wilt
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Jan 16 - Jan 19
Jan 16 - Jan 19
1-22-2018 Event-Driven Weekly - Event-Driven Team
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Little less juice at Bunge this go-around, no "Crazy...
Little less juice at Bunge this go-around, no "Crazy Ivan" from Nuance, keeping tabs on Athena, G...
1-22-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (1/19/2018) - Championship Weekend...
The Weekend Warrior (1/19/2018) - Championship Weekend Predictions: Running with the Dogs . . . W...
1-19-2018 Retail - Chuck Grom
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A former Home Depot director lending a hand at...
A former Home Depot director lending a hand at Lowe's, Textron getting noisier, is Bank of New Yo...
1-19-2018 Event-Driven Research - Don Bilson
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Fighting breaks out on a second front at Xerox,...
Fighting breaks out on a second front at Xerox, Blackstone getting things done at La Quinta, an u...
1-18-2018 Event-Driven Research - Don Bilson
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Focus Ideas (TXT, IPG, NUVA, NUAN, CASY, WTB, PAH, SRCL)...
Focus Ideas (TXT, IPG, NUVA, NUAN, CASY, WTB, PAH, SRCL) + 1Q Activist Catalysts
1-17-2018 Event-Driven Ideas - Event-Driven Team
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XRAY throws a changeup, Marchionne has another spin...
XRAY throws a changeup, Marchionne has another spin question to answer, six bucks becoming a popu...
1-17-2018 Event-Driven Research - Don Bilson
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Property/Casualty Expense Ratio and EPS Analysis
Property/Casualty Expense Ratio and EPS Analysis
1-17-2018 Insurance - Bill Wilt
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Hard Discounters & Middle Market Price Study -...
Hard Discounters & Middle Market Price Study - Wal-Mart Extends Price Lead vs. Peers; Lidl Price ...
1-17-2018 Broadlines / Dollar / Grocers - Chuck Grom
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The roadmap ahead of Lowe's, Blackhawk finds...
The roadmap ahead of Lowe's, Blackhawk finds tranquility at Silver Lake, no need to panic at Cars...
1-16-2018 Event-Driven Research - Don Bilson

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