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Rising Auto Loan Deli...
Rising Auto Loan Deli...
Rising Auto Loan Deli...
6-3-2016 Insurance - Bill Wilt
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Hoping for a surprise kiss at Hershey, McKesson dusts...
Hoping for a surprise kiss at Hershey, McKesson dusts off an old idea, something smells fishy at ...
6-3-2016 Event-Driven Research - Don Bilson
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Hewlett could use another Ralph, Kors boss dropping...
Hewlett could use another Ralph, Kors boss dropping hints in extra time, QLIK shows a lack of sel...
6-2-2016 Event-Driven Research - Don Bilson
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Salesforce ruins a few mornings, spine still core to...
Salesforce ruins a few mornings, spine still core to Medtronic, QLIK process not yet clicking (CR...
6-1-2016 Event-Driven Research - Don Bilson
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Corvex is buying Signet credit review, Jana has...
Corvex is buying Signet credit review, Jana has unfinished business at ConAgra, why did Cisco sit...
5-31-2016 Event-Driven Research - Don Bilson
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Thermo turns up the heat in Oregon, important...
Thermo turns up the heat in Oregon, important anniversary on tap at Walgreens, credit review from...
5-27-2016 Event-Driven Research - Don Bilson
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Signet to explore its credit options, Agilent...
Signet to explore its credit options, Agilent standalone plan pegged to growth, Plains will be dr...
5-26-2016 Event-Driven Research - Don Bilson
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Spinoff calendar gets a big new addition, flashback to...
Spinoff calendar gets a big new addition, flashback to cautious FMC lithium comments, shouts of X...
5-25-2016 Event-Driven Research - Don Bilson
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M&A possibilities for Varian post-spin, Papa eager...
M&A possibilities for Varian post-spin, Papa eager to tout Bausch & Lomb, Best Buy loses its clea...
5-24-2016 Event-Driven Research - Don Bilson
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Jack Lew hangs CF deal on his wall, unimpressed with...
Jack Lew hangs CF deal on his wall, unimpressed with opening Bayer offer, activism loses another ...
5-23-2016 Event-Driven Research - Don Bilson
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Retiring FMC CEO gets his deal, Bayer hands a present...
Retiring FMC CEO gets his deal, Bayer hands a present to contrarians, Thermo maps out big M&A pro...
5-19-2016 Event-Driven Research - Don Bilson
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Homeowners' Premium G...
Homeowners' Premium G...
Homeowners' Premium G...
5-19-2016 Insurance - Bill Wilt
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ValueAct's ADS move is a return engagement, UTX has...
ValueAct's ADS move is a return engagement, UTX has no interest in Rolls, Progressive story takes...
5-18-2016 Event-Driven Research - Don Bilson
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DJ Meister does some spinning at Pandora, future...
DJ Meister does some spinning at Pandora, future Honeywell boss fine with mid-size deals, eyes pe...
5-17-2016 Event-Driven Research - Don Bilson
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13F Analysis (ADS, FFIV, CYH, HLF, YUM, HLT, TDG, MCD,...
13F Analysis (ADS, FFIV, CYH, HLF, YUM, HLT, TDG, MCD, ARMK, HAWK)
5-17-2016 Event-Driven Research - Don Bilson
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Allstate: Earnings Es...
Allstate: Earnings Es...
Allstate: Earnings Es...
5-17-2016 Insurance - Bill Wilt
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Some early 13F reviews and one preview
Some early 13F reviews and one preview
5-16-2016 Event-Driven Research - Don Bilson
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Buffalo secondary cools off sale idea, tossing around...
Buffalo secondary cools off sale idea, tossing around Franklin-Invesco idea, Chico is late, Therm...
5-16-2016 Event-Driven Research - Don Bilson
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"Flo" has a new boss at Progressive,...
"Flo" has a new boss at Progressive, remembering BASF's last bear hug, the window is open at Perr...
5-13-2016 Event-Driven Research - Don Bilson
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Talking chemical M&A, revisiting CDK LBO prospects,...
Talking chemical M&A, revisiting CDK LBO prospects, tasty JACK numbers but mystery at Qdoba (ALB,...
5-12-2016 Event-Driven Research - Don Bilson

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