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Decomposing ROE: Unde...
Decomposing ROE: Unde...
Decomposing ROE: Unde...
10-11-2016 Insurance - Bill Wilt
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Honeywell hiccups make it hard to swallow, watching...
Honeywell hiccups make it hard to swallow, watching for the CIT two-step, might Buffett switch fr...
10-10-2016 Event-Driven Research - Don Bilson
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Getting ready for Peltz to put his helmet back on, two...
Getting ready for Peltz to put his helmet back on, two strong San Francisco pitching performances...
10-6-2016 Event-Driven Research - Don Bilson
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Some Mike Tyson wisdom working at TeamHealth, will...
Some Mike Tyson wisdom working at TeamHealth, will Mednax join the party?, Harris gets busy pruni...
10-5-2016 Event-Driven Research - Don Bilson
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ABB holds rather than folds, two mature tech companies...
ABB holds rather than folds, two mature tech companies winning no love, 2016 will be special for ...
10-4-2016 Event-Driven Research - Don Bilson
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Pricing "Hard Market"...
Pricing "Hard Market"...
Pricing "Hard Market"...
10-4-2016 Insurance - Bill Wilt
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Asset managers break the ice, Cabela's proves it...
Asset managers break the ice, Cabela's proves it was well worth the wait, a busy quarter for spin...
10-3-2016 Event-Driven Research - Don Bilson
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No solitude for Mentor, Qualcomm's 2015 recruits...
No solitude for Mentor, Qualcomm's 2015 recruits stirring things up, Leonard Green underwater at ...
9-30-2016 Event-Driven Research - Don Bilson
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E*TRADE may lose its spot on the alter, any signals in...
E*TRADE may lose its spot on the alter, any signals in ConAgra's new segments?, General Dynamics ...
9-29-2016 Event-Driven Research - Don Bilson
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M&A signal fading at Comerica, Buffalo Wild Wings...
M&A signal fading at Comerica, Buffalo Wild Wings moves up the board, good luck sleeping on Tempu...
9-28-2016 Event-Driven Research - Don Bilson
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Looking forward to Stericycle's big day,...
Looking forward to Stericycle's big day, diagnostics to get spotlight at PerkinElmer, Roper and D...
9-27-2016 Event-Driven Research - Don Bilson
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Peace breaks out at Williams, more evidence of hot...
Peace breaks out at Williams, more evidence of hot life science M&A market, Pfizer opts for unifi...
9-26-2016 Event-Driven Research - Don Bilson
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A surprise from Flowserve, the De Silva era ends at...
A surprise from Flowserve, the De Silva era ends at Endo, two P&C names in the spotlight (FLS, EN...
9-23-2016 Event-Driven Research - Don Bilson
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Insurance M&A: More t...
Insurance M&A: More t...
Insurance M&A: More t...
9-22-2016 Insurance - Bill Wilt
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Succession winds blow at NCR, careful reading too much...
Succession winds blow at NCR, careful reading too much into change-in-control tweaks, lot of capi...
9-22-2016 Event-Driven Research - Don Bilson
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Refocusing on VFC following debt raise, Juniper...
Refocusing on VFC following debt raise, Juniper upgrades its change-in-control plan, the green li...
9-21-2016 Event-Driven Research - Don Bilson
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A tailwind for Intel's breakup story, don't...
A tailwind for Intel's breakup story, don't sleep on Esterline as window opens, Icahn reaches int...
9-20-2016 Event-Driven Research - Don Bilson
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Stressed out Community Health searching for Plan B,...
Stressed out Community Health searching for Plan B, Vista buys another toe-hold, Alere still a pa...
9-19-2016 Event-Driven Research - Don Bilson
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Level 3 targets coming into focus, flagging a comp...
Level 3 targets coming into focus, flagging a comp change at INC Research, sale optionality findi...
9-16-2016 Event-Driven Research - Don Bilson
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E*TRADE pitch selection explained, frustration at...
E*TRADE pitch selection explained, frustration at FOXA, Goodyear riding atop a new capital alloca...
9-15-2016 Event-Driven Research - Don Bilson

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