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TWX

Time Warner

$91.10

0.41 (0.45%)

, AMZN

Amazon.com

$756.40

9.91 (1.33%)

15:15
11/18/16
11/18
15:15
11/18/16
15:15

Amazon near deal to add HBO Now to Channels service, The Information says

Amazon (AMZN) is close to inking a deal with Time Warner (TWX) to offer HBO Now through Amazon Channels, making it easy for Prime subscribers to sign up for HBO Now and view HBO programs through Amazon Prime Video, according to The Information, citing people familiar with the matter. This report follows yesterday's one from The Wall Street Journal that Amazon is readying a worldwide rollout of its streaming video service, taking direct aim at competitor Netflix (NFLX). Reference Link

TWX

Time Warner

$91.10

0.41 (0.45%)

AMZN

Amazon.com

$756.40

9.91 (1.33%)

NFLX

Netflix

$115.03

-0.16 (-0.14%)

  • 18

    Nov

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    Nov

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    Nov

  • 05

    Dec

TWX Time Warner
$91.10

0.41 (0.45%)

11/07/16
11/07/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Time Warner (TWX) upgraded to Outperform from Neutral at Credit Suisse with analyst Omar Sheikh citing attractive valuation. 2. Waste Management (WM) upgraded to Overweight from Equal Weight at Barclays with analyst Jon Windham saying the recent pullback in shares provides a buying opportunity given the company's "strong" underlying fundamentals. 3. Parker-Hannifin (PH) upgraded to Buy from Hold at Evercore ISI and to Overweight from Equal Weight at Morgan Stanley. 4. Biogen (BIIB) upgraded to Overweight from Neutral at Piper Jaffray with analyst Joshua Schimmer saying the company still has time to "get its act together to maximize the value of its SMA franchise, and stop being M&A disciplined/pipeline-undisciplined." 5. Cummins (CMI) upgraded to Buy from Hold at Evercore ISI with analyst David Raso citing lowered expectations, valuation, and accelerating inflation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/17/16
11/17/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Microsoft (MSFT) upgraded to Buy from Neutral at Goldman with analyst Heather Bellini saying Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters. 2. Time Warner (TWX) upgraded to Buy from Sell at MoffettNathanson. 3. First Solar (FSLR) upgraded at JMP Securities with analyst Joseph Osha citing valuation. 4. KBR (KBR) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Anna Kaminskaya saying she expects structurally higher defense spending to drive a re-rating in KBR and sees less risk of cost overruns in the E&C business given lower reliance on fixed priced contracts and diversification into smaller sized service projects. 5. Liberty Interactive (QVCA) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Heather Balsky saying she has increased confidence in a return to positive US sales growth and expects multiple expansion as sales improve. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/17/16
MOFT
11/17/16
UPGRADE
MOFT
Buy
Time Warner upgraded to Buy from Sell at MoffettNathanson
11/08/16
OPCO
11/08/16
DOWNGRADE
OPCO
Perform
AT&T downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Timothy Horan downgraded AT&T (T) to Perform saying CenturyLink's (CTL) dividend is "relatively more attractive." The analyst this morning upgraded CenturyLink to Outperform. Horan also believes AT&T's acquisition of Time Warner (TWX) will face higher regulatory hurtles than CenturyLink's deal for Level 3 (LVLT). He expects the Time Warner deal to take 15 months to complete versus nine months for the Level 3 acquisition.
AMZN Amazon.com
$756.40

9.91 (1.33%)

11/11/16
LOOP
11/11/16
NO CHANGE
LOOP
Loop Capital sees U.S.-centric internet names outperforming in near-term
Following the election of Donald Trump as President and the Republican sweep in D.C., large cap internet names, those with more international revenues, and China-based companies have been underperforming, noted Loop Capital analyst Blake Harper. Larger caps, such as Alphabet (GOOG), Amazon (AMZN) and Facebook (FB), could continue to see more pressure given the potential for more restrictive trade and antitrust policies, while internet companies the large majority of their revenues from the U.S. and a narrower market focus - such as Angie's List (ANGI), Care.com (CRCM), GrubHub (GRUB), Quotient (QUOT), Bankrate (RATE), LendingTree (TREE), TrueCar (TRUE) and Yelp (YELP) - should outperform in the near-term, contends Harper.
11/17/16
PIPR
11/17/16
NO CHANGE
PIPR
Piper sees Trump-related Internet selloff as 'rare opportunity'
Piper Jaffray analyst Gene Munster says he would be "buying the fear" priced into Internet mega-caps. Concerns of President-Elect Trump's impact on tech companies are being largely extrapolated from sound bites that are unlikely to manifest during Trump's presidency, Munster tells investors in a research note. The selloff in "best-in-class" large cap internet stocks Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOG), Facebook (FB) and Netflix (NFLX) presents a "rare opportunity," Munster writes. He believes Trump's threats towards Amazon are without merit and that net neutrality is unlikely to be reversed. He finds the valuations for each of the mega-caps "very attractive."
11/10/16
STFL
11/10/16
UPGRADE
Target $1900
STFL
Buy
Stifel calls Priceline a dominant franchise, upgrades to Buy
Stifel analyst Scott Devitt last night upgraded Priceline (PCLN) to Buy from Hold and upped his price target for the shares to $1,900 from $1,650. The company, given its recent growth execution and ability to "navigate competitive and macro headwinds," fits alongside other dominant internet franchises such as Amazon (AMZN), Google (GOOG, GOOGL), Facebook (FB) and Alibaba BABA), Devitt tells investors in a research note.
11/18/16
OPCO
11/18/16
NO CHANGE
OPCO
Public cloud infrastructure market will be $62B by 2020, says Oppenheimer
Oppenheimer analyst Timothy Horan says "the race is on" for public cloud providers to get as much of their customers' data on their respective cloud platforms as possible. The analyst believes Amazon (AMZN) Web Services, Microsoft (MSFT), and Alphabet's Google (GOOG; GOOGL) have ambitions to become the dominant OS of the cloud, and to do so these companies will aim to have integrated solutions from the infrastructure layer to services through first-party offerings and/or the development of a strong partner channel. He views AWS as the primary wholesale cloud platform and Microsoft as the enterprise platform. However, given the relative immaturity of the market and the massive $1T opportunity, all three have been successful focusing on multiple segments, Horan adds, noting that he expects the public cloud infrastructure market to be $62B by 2020.
NFLX Netflix
$115.03

-0.16 (-0.14%)

11/18/16
RBCM
11/18/16
NO CHANGE
RBCM
Internet stock weakness creates buying opportunity, says RBC Capital
EBC Capital analyst Mark Mahaney says that the 5%-10% decline in Internet stocks since the election has created more attractive long-term opportunities. The analyst does not expect the Trump Administration's policies to have a major impact on the fundamentals of the Internet sector. His favorite large-cap names in the sector are, in order, Netflix (NFLX), Facebook (FB), and Priceline (PCLN). His favorite small-cap names are, in order, Yelp (YELP), Criteo (CRTO), and GoDaddy (GDDY).
11/18/16
WBLR
11/18/16
NO CHANGE
WBLR
Outperform
William Blair calls Netflix net-neutrality fears overblown
Shares of Netflix are down about 8% since President-elect Donald Trump won the election, in part due to growing concerns about potential changes to net-neutrality, William Blair analyst Ralph Schackart tells investors in a research note. Netflix already has paying arrangements in place with the major Internet Service Providers in the United States, and any potential reversal of net-neutrality rules by the Federal Communications Commission would likely not supersede agreements that are already established, Schackart contends. As such, the analyst believes any changes to the rule would likely be a nonevent for Netflix. He remains a long-term believer in Netflix's original content strategy, the "inevitable" shift to over-the-stop streaming, and the company's ability to grow revenue faster than content costs. Schackart's "base case" valuation methodology points to a mid-$140s stock price and his "bull case" has a stock price of $185. Netflix closed yesterday at $115.03.
11/18/16
MACQ
11/18/16
NO CHANGE
MACQ
Netflix mentioned positively at M Science

TODAY'S FREE FLY STORIES

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Conference/Events
Federal Reserve Bank of Chicago President participates in a discussion »

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STT

State Street

$108.99

1.38 (1.28%)

07:17
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State Street sees Beacon savings realized 18 months ahead of plan by mid-2019 »

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W

Wayfair

$90.64

2.8 (3.19%)

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Downgrade
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VYGR

Voyager Therapeutics

$20.23

1.56 (8.36%)

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Voyager Therapeutics announces FDA clearance of VY-AADC IND application »

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TBK

Triumph Bancorp

$37.00

1 (2.78%)

07:13
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Triumph Bancorp rating change  »

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CAT

Caterpillar

$170.89

0.48 (0.28%)

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GPRO

GoPro

$6.30

0.01 (0.16%)

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GoPro rating change  »

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VZ

Verizon

$53.46

1.55 (2.99%)

07:11
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07:11
Periodicals
Verizon mulls sports gambling as legalization nears, Bloomberg reports »

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SRNE

Sorrento Therapeutics

$7.75

1.35 (21.09%)

, JUNO

Juno Therapeutics

$86.00

18.19 (26.83%)

07:10
01/23/18
01/23
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07:10
Recommendations
Sorrento Therapeutics, Juno Therapeutics, Celgene analyst commentary  »

Juno acquisition bodes…

SRNE

Sorrento Therapeutics

$7.75

1.35 (21.09%)

JUNO

Juno Therapeutics

$86.00

18.19 (26.83%)

CELG

Celgene

$102.91

0.26 (0.25%)

03/08/13
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SPX

S&P 500

07:10
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Technical Analysis
S&P 500: Pivot points »

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ENLC

EnLink Midstream

$19.25

0.5 (2.67%)

, ENLK

EnLink Midstream Partners

$18.08

0.63 (3.61%)

07:10
01/23/18
01/23
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07:10
Conference/Events
U.S. Capital Advisors to hold a conference »

Midstream Corporate…

ENLC

EnLink Midstream

$19.25

0.5 (2.67%)

ENLK

EnLink Midstream Partners

$18.08

0.63 (3.61%)

TRGP

Targa Resources

$51.00

0.27 (0.53%)

03/08/13
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ACBFF

Aurora Cannabis

$11.65

0.8799 (8.17%)

07:10
01/23/18
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07:10
Hot Stocks
Aurora Cannabis, CanniMed extending standstill agreement »

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GDX

Market Vector Gold Miners

$23.71

0.06 (0.25%)

07:09
01/23/18
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07:09
Technical Analysis
Market Vector Gold Miners: Pivot points, pivot high broken »

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VZ

Verizon

$53.46

1.55 (2.99%)

07:09
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Hot Stocks
Breaking Hot Stocks news story on Verizon »

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AOS

A.O. Smith

$67.00

-0.04 (-0.06%)

, JCI

Johnson Controls

$39.20

0.3 (0.77%)

07:09
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Conference/Events
KeyBanc to hold company meetings at expo »

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AOS

A.O. Smith

$67.00

-0.04 (-0.06%)

JCI

Johnson Controls

$39.20

0.3 (0.77%)

RBC

Regal Beloit

$79.20

-0.2 (-0.25%)

WTS

Watts Water

$79.65

-0.85 (-1.06%)

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VZ

Verizon

$53.46

1.55 (2.99%)

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Verizon sees positive impact to cash flow from operations from tax reform »

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GLD

SPDR Gold Trust

$126.65

0.23 (0.18%)

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SPDR Gold Trust: Pivot points »

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Conference/Events
Goldman Sachs to hold a conference »

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NUGT

Direxion Gold Miners Bull

$32.99

0.15 (0.46%)

07:08
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Technical Analysis
Direxion Gold Miners Bull: Pivot points »

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JPM

JPMorgan

$114.33

1.32 (1.17%)

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Hot Stocks
Breaking Hot Stocks news story on JPMorgan »

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PG

Procter & Gamble

$91.89

0.82 (0.90%)

07:08
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Earnings
Procter & Gamble raises FY18 core EPS growth view to 5%-8% from 5%-7% »

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VZ

Verizon

$53.46

1.55 (2.99%)

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Earnings
Verizon sees FY18 revenue growth at low-single-digit percentage rate »

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