Disclosure Insight - Commentary & Analysis

24-May-2016 - Pinnacle Foods Inc. $PF    Confirmed, Undisclosed SEC Investigation at Boulder Brands Unit    Analyst Summary:  The executives and board of Pinnacle Foods have been distracted this year.   The company closed on an all-cash acquisition of Boulder...

28-Apr-2016 - Groupon, Inc.  - $GRPN On Watch List of Companies with Confirmed, Undisclosed SEC Probes      Analyst Summary: We understand Sterne Agee analyst Arvind Bhatia was out with a note yesterday in which he reported a statement from Groupon in response...

25-Apr-2016 - Conn’s - $CONN On Watch of Companies with Disclosed SEC Probes       Added to Disclosure Games® List Analyst Summary: From carefully timed delays in initial disclosure of its SEC probe in 2014, to failure to provide meaningful updates today, we think...

18-Apr-2016 - SunEdison, Inc. – SUNE TerraForm Power, Inc. – TERP Vivint Solar, Inc. – VSLR TerraForm Power – Confirmed, undisclosed SEC probe; added to our Watch List of Companies with Undisclosed SEC Probes      Analyst Summary:  This is one of those cases of...

11-Apr-2016 - Blackstone Group – BX  On Watch List of Companies with Disclosed SEC Probes      Summary and Opinion: Of late, Blackstone has been disclosing a lot more SEC investigative activity than we found in the past.  We think this should not be...

16-Mar-2016 - The following repeats and updates a report we first published on Mallinckrodt on 27-May-2015. Update, from the Mallinckrodt 10-Q filed 02-Feb-2016 -- In September 2012, Questcor received a subpoena from the USAO for the Eastern District of Pennsylvania for information relating to...

28-Feb-2016 - Valeant Pharmaceuticals International, Inc.  $VRX  Sunday Special UPDATE:  Last week, on 23-Feb-2016, we published a report warning of the potential for a new and undisclosed SEC probe of Valeant.  In a letter dated 22-Feb-2016, and just received by us on...

23-Feb-2016 - Disclosure Insight™ reports provide commentary and analysis on public company interactions with investors and with the SEC.  They are heavily reliant on our expertise with using the Freedom of Information Act.  Editor’s note:  This report warning of risk of an...

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