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NFLX

Netflix

$199.48

-3.2 (-1.58%)

, UNH

UnitedHealth

$203.92

10.72 (5.55%)

16:15
10/17/17
10/17
16:15
10/17/17
16:15

On The Fly: Top stock stories for Tuesday

Stocks opened little changed but better than expected earnings from Dow components UnitedHealth (UNH) and Johnson & Johnson (JNJ) helped the blue chip index gain some momentum. The Dow pushed past the 23,000 level for the first time during the session, but closed right below that round number milestone. ECONOMIC EVENTS: In the U.S., industrial production rose 0.3% in September, with capacity at 76.0%. The NAHB housing market index bounced 4 points to a reading of 68. The trade price report beat estimates with big September headline gains of 0.7% for imports and 0.8% for exports. In Europe, the final Eurozone CPI figures for September were inline with the flash readings while Germany's ZEW current situation and expectations readings came in a bit short of expectations. COMPANY NEWS: Netflix (NFLX) reported the addition of 5.3M subscribers in Q3, topping consensus expectations, and its guidance for Q4 also came in slightly above forecasts. However, expectations were elevated heading into the report and the stock responded to the quarterly update with a 1.6% decline... UnitedHealth was the clear winner among the three Dow members that reported this morning, rising 5.6% after its "beat and raise." Johnson & Johnson, which also raised its guidance, gained 3.5% while Goldman Sachs (GS) fell 2.5% despite posting earnings and revenues that topped consensus... In addition to Goldman, big bank peer Morgan Stanley (MS) reported this morning and also posted better than expected top and bottom-line results. Unlike Goldman, the stock advanced 0.3% after the report... Meanwhile, the Hill reported that Republican Senator Lamar Alexander said that he and Democratic Senator Patty Murray have reached a bipartisan deal to extend key Affordable Care Act payments to insurers for two years. The news follows an announcement last week by President Trump that he was cutting off such payments. Shares of a number of health insurance companies as well as shares of hospital operators rose following the news. MAJOR MOVERS: Among the notable gainers was Harley-Davidson (HOG), rising 2% after reporting Q3 earnings. Also higher was Ionis Pharmaceuticals (IONS), which gained over 4% after Morgan Stanley said its survey predicts U.S sales of the spinal muscular atrophy drug Spinraza that are ahead of the consensus view. Freeport McMoran (FCX) was among the noteworthy losers, sliding 2% after Deutsche Bank downgraded the stock to Sell. Also lower was Impax (IPXL), which slipped more than 3% after the company announced an agreement for an all-stock deal to combine with Amneal Pharmaceuticals. INDEXES: The Dow rose 40.48, or 0.18%, to 22,997.44, the Nasdaq dipped 0.35, or 0.01%, to 6,623.66, and the S&P 500 added 1.72, or 0.07%, to 2,559.36.

NFLX

Netflix

$199.48

-3.2 (-1.58%)

UNH

UnitedHealth

$203.92

10.72 (5.55%)

JNJ

Johnson & Johnson

$140.75

4.63 (3.40%)

GS

Goldman Sachs

$236.08

-6.335 (-2.61%)

MS

Morgan Stanley

$49.13

0.19 (0.39%)

AET

Aetna

$155.91

4.47 (2.95%)

ANTM

Anthem

$187.29

3.53 (1.92%)

CNC

Centene

$93.78

2.86 (3.15%)

CI

Cigna

$187.20

2.21 (1.19%)

HUM

Humana

$240.54

3.37 (1.42%)

MOH

Molina Healthcare

$61.54

1.675 (2.80%)

WCG

WellCare

$174.06

6.14 (3.66%)

CYH

Community Health

$6.44

0.54 (9.15%)

HCA

HCA Healthcare

$76.81

1.62 (2.15%)

LPNT

LifePoint

$56.20

0.4 (0.72%)

THC

Tenet

$13.59

0.68 (5.27%)

UHS

Universal Health

$108.44

2.84 (2.69%)

HOG

Harley-Davidson

$47.51

0.94 (2.02%)

IONS

Ionis Pharmaceuticals

$63.85

2.7 (4.42%)

FCX

Freeport McMoRan

$14.93

-0.34 (-2.23%)

IPXL

Impax

$19.30

-0.65 (-3.26%)

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NFLX Netflix
$199.48

-3.2 (-1.58%)

10/17/17
BOFA
10/17/17
NO CHANGE
Target $225
BOFA
Buy
Netflix price target raised to $225 from $199 at BofA/Merrill
10/17/17
OPCO
10/17/17
NO CHANGE
Target $245
OPCO
Outperform
Netflix price target raised to $245 from $215 at Oppenheimer
Oppenheimer analyst Jason Helfstein raised his price target for Netflix to $245 from $215, while reiterating an Outperform rating on the shares, after the company reported and guided better than expected 3Q/4Q subscriptions, revenue and international contribution profit.
10/17/17
BMOC
10/17/17
NO CHANGE
Target $205
BMOC
Market Perform
Netflix price target raised to $205 from $195 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Netflix to $205 from $195, maintaining a Market Perform rating following Q3 results. Salmon says the lessons from last year's price hike will help the company limit churn, as this year's adjustment comes ahead of heavily marketed release of season 2 of Stranger Things and the premier of Bright. The analyst also notes international market trends are better than expected.
10/17/17
MSCO
10/17/17
NO CHANGE
Target $235
MSCO
Overweight
Netflix price target raised to $235 after earnings at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne raised his price target on Netflix to $235 from $225 following the company's Q3 earnings report, saying that its guidance for Q4 subscriber additions suggests the company sees its broader secular momentum, its strong content slate and seasonal viewing offsetting any churn impact from price increases. He keeps an Overweight rating on Netflix shares, which are little changed in pre-market trading following last night's quarterly letter to investors and associated call.
UNH UnitedHealth
$203.92

10.72 (5.55%)

10/16/17
BMOC
10/16/17
INITIATION
Target $250
BMOC
Outperform
UnitedHealth initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated UnitedHealth with an Outperform and $250 price target given continued strong earnings growth and cost competitive advantages over major rivals.
10/06/17
LEER
10/06/17
NO CHANGE
LEER
Leerink convinced Amazon entering drug distribution within two years
After calls with pharmacy benefit managers and retail pharmacy specialists, Leerink analyst Ana Gupte says she's convinced that Amazon.com (AMZN) "will almost certainly" enter the drug distribution value chain within two years, evolving into a more disruptive offering over time. Amazon's move is most threatening for retail pharmacies Walgreens Boots Alliance (WAB), CVS Health (CVS) and Wal-Mart (WMT), Gupte tells investors in a research note. The analyst calls Amazon both an opportunity and threat for Express Scripts (ESRX) and views UnitedHealth (UNH) and Humana (HUM) as "largely buffered." Gupte's conversations with specialists indicate Amazon is hiring relevant talent and is in active discussions with mid-market pharmacy benefit managers and possibly even with large players such as Prime Therapeutics. It is believed Amazon will start by capturing share in both the cash paying and third party mail order and possibly specialty pharmacy segments, Gupte notes. She expects Anthem (ANTM), Aetna (AET) and Cigna (CI) will likely to contemplate Amazon's entry in their upcoming PBM contract decisions.
10/02/17
BERN
10/02/17
NO CHANGE
BERN
Bernstein does not anticipate ACA fix/repeal before 2018 election
While noting the resignation of Health Secretary Tom Price, Bernstein analyst Lance Wilkes says he does not anticipate an Affordable Care act fix or ACA repeal before the 2018 election. The analyst expects tax reform will "suck the oxygen out of the room" until close to the election. A fix for 2019 is possible, but faces the headwind of the 2018 election campaign, he contends, adding that he believes CSR funding could be included in a trade for the upcoming budget and the Health Insurance Fee could be suspended as part of tax reform, but both are not highly likely at this point. Publicly traded companies in the space include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
10/13/17
LEER
10/13/17
NO CHANGE
LEER
Ending of ACA subsidies most negative for Centene, says Leerink
Leerink analyst Ana Gupte says the shutting off of the cost sharing subsidies on Affordable Care Act exchanges is most negative for Centene (CNC). The company is "highly profitable" on the exchanges at 15% of earnings, Gupte tells investors in a research note. Molina Healthcare (MOH) and Anthem (ANTM) are exposed on the top line but are losing money, the analyst adds. She notes that UnitedHealth (UNH), Humana (HUM) and Aetna (AET) have exited the exchanges while WellCare (WCG) has not been on them. Centene in premarket trading is down 6% to $88.00 while Molina is down 3% to $61.50.
JNJ Johnson & Johnson
$140.75

4.63 (3.40%)

10/16/17
SBSH
10/16/17
NO CHANGE
Target $359.33
SBSH
Buy
TransEnterix not 'in the same league' as Intuitive Surgical, says Citi
Citi analyst Amit Hazan believes Friday's FDA approval of TransEnterix's (TRXC) Senhance Surgical Robotic System should be viewed far less in the context of a competitive threat to Intuitive Surgical's (ISRG) da Vinci and more of another sign that the FDA has "eased its bar" for approval. The TransEnterix Senhance system is "at least currently not in the same league as da Vinci," Hazan tells investors in a research note titled "Intuitive's First US Competitor Arrives, Sort Of." He admits, however, that Intuitive is increasingly likely to see new competition, from Medtronic (MDT) first and then Johnson & Johnson's (JNJ) joint venture "much later," on time or earlier than expected. Hazan still expects Intuitive to dominate, however, and keeps a Buy rating on the shares. The stock sold off 3% in after-hours trading on Friday following TransEnterix's announcement.
10/11/17
10/11/17
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. Johnson & Johnson (JNJ) upgraded to Buy from Hold at Jefferies with analyst Jeffrey Holford saying J&J's Pharma division is "under-modeled" by analysts and will drive above-consensus revenue and earnings growth. 2. Visa (V) and MasterCard (MA) were upgraded to Outperform from Market Perform at Wells Fargo. 3. Colgate-Palmolive (CL) upgraded to Buy from Hold at SunTrust with analyst William Chappell saying the recent three consecutive quarters of weak results is an "anomaly" given the company's long term track record of consistent mid-single-digit or higher organic growth. 4. AbbVie (ABBV) upgraded to Outperform from Market Perform at Cowen with analyst Steve Scala saying AbbVie "showed the best" of all the companies at Cowen's Annual Therapeutics Conference last week. 5. PayPal (PYPL) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst James Faucette calling it among the few large companies that can deliver high-teens revenue and 20% EPS growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/16/17
JEFF
10/16/17
NO CHANGE
Target $115
JEFF
Buy
Jefferies ups price target on top global pick AbbVie to $115
Jefferies analyst Jeffrey Holford keeps AbbVie (ABBV) as his top global Pharmaceuticals pick for October, followed by Roche (RHHBY), Novartis (NVS), Bayer (BAYRY), Johnson & Johnson (JNJ), Eli Lilly (LLY) and GlaxoSmithKline (GSK). The analyst raised his price target for AbbVie shares to $115 from $107 and keeps a Buy rating on the name. Among his other target changes include bumping Eli Lilly's to $100 from $96.
10/11/17
JEFF
10/11/17
UPGRADE
Target $157
JEFF
Buy
Johnson & Johnson upgraded to Buy from Hold at Jefferies
Jefferies analyst Jeffrey Holford upgraded Johnson & Johnson to Buy while raising his price target for the shares to $157 from $145. The healthcare giant closed yesterday up 36c to $133.90. J&J's Pharma division is "under-modelled" by analysts and will drive above-consensus revenue and earnings growth, Holford tells investors in a research note. He sees the company's TIRADE pharma assets, or Tremfya, Imbruvica, rivaroxaban, Apalutamide, Darzalex, Esketamine and Stelara, as well as synergies from the Actelion acquisition, driving strong earnings momentum and better than expected dividends. Holford expects J&J shares to re-rate to a 10% market premium.
GS Goldman Sachs
$236.08

-6.335 (-2.61%)

09/26/17
DBAB
09/26/17
DOWNGRADE
Target $136
DBAB
Hold
PNC Financial downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Matt O'Connor downgraded PNC Financial (PNC) to Hold as he seeks to lessen exposure to traditional banks. The analyst sees net interest income growth slowing and credit costs inching up as the Fed raises short rates and the yield curve flattens. He believes a number of positives are priced into PNC shares. O'Connor upped his price target for the stock to $136 from $130. The analyst continues to prefer banks with a "turnaround angle," like Goldman Sachs (GS) and Wells Fargo (WFC), and remains positive on capital markets businesses like Morgan Stanley (MS). O'Connor this morning also downgraded JPMorgan (JPM) to Hold.
09/12/17
KBWI
09/12/17
NO CHANGE
KBWI
Market Perform
Keefe Bruyette 'somewhat skeptical' of Goldman Sachs revenue targets
Keefe Bruyette analyst Brian Kleinhanzl noted that Goldman Sachs co-COO Harvey Schwartz identified $5B in revenue opportunities that the company sees over the next 3 years, though he is "somewhat skeptical" of the bank's ability to hit these targets given that its strategy requires penetrating new markets or segments outside of its traditional strengths. The analyst, who thinks Goldman remains a "show-me stock," keeps a Market Perform rating on the shares.
10/09/17
FBCO
10/09/17
DOWNGRADE
FBCO
Neutral
Goldman Sachs downgraded to Neutral from Outperform at Credit Suisse
10/09/17
10/09/17
DOWNGRADE
Target $255

Neutral
Goldman Sachs downgraded to Neutral at Credit Suisse
As previously reported, Credit Suisse analyst Susan Roth Katzke downgraded Goldman Sachs to Neutral from Outperform given the recovery in the shares and the now more limited total return to her target price, which she raised to $255 from $240.
MS Morgan Stanley
$49.13

0.19 (0.39%)

10/09/17
10/09/17
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. Johnson & Johnson (JNJ) upgraded to Outperform from Market Perform at Wells Fargo with analyst Larry Biegelsen saying J&J is poised to reaccelerate its sales growth due to accretion from the Actelion acquisition, a "more measured" than expected impact from biosimilar competition, "solid performance" of key drugs and a pipeline that is "coming to fruition." 2. Morgan Stanley (MS) upgraded to Outperform from Neutral at Credit Suisse with analyst Susan Roth Katzke citing the over 10% total return potential in the shares. 3. Disney (DIS) upgraded to Top Pick from Outperform at RBC Capital with analyst Steven Cahall saying he thinks the company has reached a turning point with ESPN approaching less than 20% of earnings and "non-Media" Disney remaining a global leader in content that is executing well. 4. INC Research (INCR) upgraded to Buy from Hold at Jefferies analyst David Windley saying the recent share pullback provides a "compelling" entry point. 5. British American Tobacco (BTI) upgraded to Buy from Neutral at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/09/17
FBCO
10/09/17
UPGRADE
FBCO
Outperform
Morgan Stanley upgraded to Outperform from Neutral at Credit Suisse
10/09/17
FBCO
10/09/17
UPGRADE
Target $54
FBCO
Outperform
Morgan Stanley upgraded to Outperform at Credit Suisse
As previously reported, Credit Suisse analyst Susan Roth Katzke upgraded Morgan Stanley to Outperform from Neutral given the over 10% total return potential in the shares. The analyst also raised her price target on the shares to $54 from $49.
AET Aetna
$155.91

4.47 (2.95%)

10/12/17
MSCO
10/12/17
NO CHANGE
Target $68
MSCO
Overweight
Morgan Stanley says Molina CEO pick brings valuable experience
Joseph Zubretsky brings valuable MCO experience to his post as the new CEO of Molina Healthcare (MOH), said Morgan Stanley analyst Zack Sopcak, who added that he would be a buyer on weakness in the shares given that he expects earnings power to be unlocked over the next 12-18 months. During Zubretsky's tenure as CEO of Hanover Insurance (THG), the company's stock rose nearly 20%, while Aetna (AET) shares were up about 4% during his 6 years as CFO there, noted Sopcak, who keeps an Overweight rating on Molina.
10/16/17
BMOC
10/16/17
INITIATION
Target $175
BMOC
Market Perform
Aetna initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Aetna with an Market Perform and $175 price target due to a slower growth profile given a commercial-heavy business mix.
ANTM Anthem
$187.29

3.53 (1.92%)

10/16/17
LEER
10/16/17
NO CHANGE
LEER
Facilities, Centene most structurally impacted to downside in 2019, says Leerink
Leerink analyst Ana Gupte sees the Facilities and Centene (CNC) most structurally impacted to the downside in 2019 and beyond at 15% of earnings, if there is no legislative or other budgetary compromise to restore the Cost Sharing Subsidies after President Trump's executive action to stop funding them. The analyst also notes that Healthcare Facilities also face a structural headwind in 2019 and beyond with Exchanges contributing 1%-5% of EBITDA. In the near-term in 2017, Gupte says Molina Healthcare (MOH) faces transient balance sheet pressure with the Q4 unfunding placing pressure of $135M and wiping excess parent cash possibly necessitating an equity raise, while other HIX plans Anthem (ANTM), Centene and Cigna (CI) can offset with their excess capitalization at the subsidiaries and at the parent.
10/16/17
BMOC
10/16/17
INITIATION
Target $210
BMOC
Market Perform
Anthem initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Anthem with an Market Perform and $210 price target.
CNC Centene
$93.78

2.86 (3.15%)

10/16/17
PIPR
10/16/17
NO CHANGE
PIPR
Piper a buyer of Centene, Molina after Friday's selloff
Piper Jaffray analyst Sarah James believes Friday's selloff in shares of Centene (CNC) and Molina Healthcare (MOH) caused by President Trump's executive actions is overdone. Both companies are well positioned to handle the Affordable Care Act changes given their focus on lower income/higher subsidy exchange members, James tells investors in a research note. She sees Centene and Molina as less vulnerable to adverse selection risk and is a buyer of both names.
10/17/17
BMOC
10/17/17
INITIATION
Target $120
BMOC
Outperform
Centene initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Centene with an Outperform rating and a price target of $120. Borsch cites attractive sector-relative valuation as well as multi-year growth expectations with revenue opportunity above $500B as high-acuity Medicaid populations are brought into managed care.
10/13/17
10/13/17
NO CHANGE
Target $103

Overweight
Morgan Stanley sees Centene pullback on Trump ACA order as buying opportunity
As previously reported, Morgan Stanley analyst Zack Sopcak said he views today's weakness in Centene shares following President Trump's executive order to cut off ACA subsidy payments as a buying opportunity, highlighting three reasons that the move lower is particularly "exaggerated." First, New York AG Eric Schneiderman has said his state and a coalition of other, including California, plan to sue if subsidies were cut off, so the legal fight may delay the impact. Second, Centene has previously said it submitted two bids in most markets; one assuming Cost Sharing Reduction, or CSR, payments, one without. Third, following its pending Fidelis acquisition, he estimates total Centene exposure to exchanges to be about 8%, with roughly 60% of those receiving CSRs. Sopcak reiterate his Overweight rating and $103 price target on Centene, which is down 6% to $88 per share near midday.
CI Cigna
$187.20

2.21 (1.19%)

10/16/17
BMOC
10/16/17
INITIATION
Target $210
BMOC
Market Perform
Cigna initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Cigna with an Market Perform and $210 price target due to its slower-growth commercial mix.Target $210.
10/09/17
JPMS
10/09/17
DOWNGRADE
Target $253
JPMS
Neutral
Humana downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Gary Taylor downgraded Humana (HUM) to Neutral saying insider sales and the August board appointment render it unlikely that acquisition discussions are yet occurring. Further, the Republican's failed attempts to repeal and replace the Affordable Care Act have diminished the probability of the health industry fee repeal, which would have boosted Humana's earnings power by 20%, Taylor tells investors in a research note. The analyst still believes, however, a bid for Humana by Cigna (CI) is plausible in 2018. He keeps a $253 price target on the shares. Humana closed Friday up $1.59 to $246.90.
HUM Humana
$240.54

3.37 (1.42%)

10/09/17
10/09/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Humana (HUM) downgraded to Neutral from Overweight at JPMorgan with analyst Gary Taylor saying insider sales and the August board appointment render it unlikely that acquisition discussions are yet occurring. 2. Viacom (VIAB) downgraded to Sell from Neutral at Citi with analyst Jason Bazinet saying as media and cable companies jockey "for self-preservation," Charter Communications (CHTR) will likely drop, or significantly curtail, distribution of Viacom's content. 3. PTC Therapeutics (PTCT) downgraded to Underweight from Neutral at JPMorgan with analyst Anupam Rama saying the company's valuation remains at near pre-FDA Advisory Committee meetings levels, despite multiple "mixed / inconclusive / negative" updates recently. 4. Medtronic (MDT) downgraded to Market Perform from Outperform at Wells Fargo with analyst Larry Biegelsen saying a "lull" in major product cycles will drive below average organic sales growth over at least the next few quarters. 5. Symantec (SYMC) was downgraded to Underperform from Market Perform at Cowen and to Hold from Buy at Standpoint Research. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/16/17
BMOC
10/16/17
INITIATION
Target $300
BMOC
Outperform
Humana initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Humana with an Outperform and $300 price target saying it is the only "pure play" Medicare name in the sector, which is the most attractive growth area in a growth oriented industry.
MOH Molina Healthcare
$61.54

1.675 (2.80%)

10/16/17
BMOC
10/16/17
INITIATION
Target $70
BMOC
Market Perform
Molina Healthcare initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated LifePoint with an Market Perform and $70 price target due to lack of visibility and until there is more clarity on the scope of the profitability impairment.
WCG WellCare
$174.06

6.14 (3.66%)

10/16/17
BMOC
10/16/17
INITIATION
Target $215
BMOC
Outperform
WellCare initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated WellCare with an Outperform and $215 price target due to its product, market position at the intersection of Medicaid and Medicare, the significant room we see for margin expansion, and relatively "modest" size.
10/09/17
COWN
10/09/17
INITIATION
Target $200
COWN
Outperform
WellCare initiated with an Outperform at Cowen
Cowen analyst Christine Arnold started WellCare Health Plans with an Outperform rating and $200 price target. The turnaround of the company's Medicare business has been "remarkably quick and successful," Arnold tells investors in a research note. The analyst believes organic enrollment growth and capital deployment will drive earnings growth.
CYH Community Health
$6.44

0.54 (9.15%)

08/28/17
JEFF
08/28/17
NO CHANGE
JEFF
Buy
HCA has 11% of its beds in Harvey impacted areas, says Jefferies
Jefferies analyst Brian Tanquilut points out that HCA Holdings (HCA) has 11% of its beds in areas impacted by severe weather from Hurricane Harvey. The analyst expects the hurricane to cause a "notable disruption," specifically for hospitals, physician offices, surgery centers, and labs. Investors are likely to take a long-term view of Hurricane Harvey, however, as it is a one-time issue and thus excluded from operating and financial results, Tanquilut tells investors in a research note. He sees both Tenet (THC) and Community Health (CYH) being minimally impacted from the storm. Envision Healthcare's (EVHC) AmSurg segment has three ambulatory surgery centers in the impacted markets, while Surgery Partners (SGRY) has only one facility in Houston, the analyst adds.
09/06/17
CANT
09/06/17
NO CHANGE
CANT
Overweight
Irma threat a risk for HCA, public hospital peers, says Cantor
Cantor Fitzgerald analyst Joseph France noted that HCA Holdings (HCA), Community Health (CYH), LifePoint (LPNT), Tenet (THC) and Envision Healthcare (EVHC) all have business in Florida and Texas and are all down today on the potential threat from Hurricane Irma and the impact from Hurricane Harvey last week. HCA reports nearly half of its beds are in Florida and Texas while Envision has said in the past that more than half of its anesthesia business and about half of its legacy ER business is in those two states, noted France, who adds that Community Health, LifePoint and Tenet are less exposed to those states. The analyst keeps an Overweight rating on HCA shares.
08/18/17
DBAB
08/18/17
NO CHANGE
Target $8
DBAB
Hold
Community Health covenant breach a low likelihood, says Deutsche Bank
After analyzing his financial estimates and the company's financial position, Deutsche Bank analyst Chris Rigg believes the likelihood of Community Health Systems breaching its secured debt leverage covenant is low through 2019. The analyst says his analysis follows "market speculation over a near term credit event" at the company. He reduced his 2018 EBITDA estimate by 4% to $1.764B, which he notes is now well below consensus of $1.837B. Rigg keeps a Hold rating on Community Health with an $8 price target.
08/16/17
PIPR
08/16/17
NO CHANGE
PIPR
Piper 'incrementally more bearish' on Hospital sector
Valuations in the Hospital sector have come in, but not enough, Piper Jaffray analyst Sarah James tells investors in a research note. She believes that contradictory to what the hospitals are suggesting, structural headwinds will continue for five-plus years. The analyst believes the group should be trading at a discount. James has an Underweight rating on Community Health Systems (CYH), Overweight ratings on HCA Holdings (HCA) and Universal Health (UHS), and Neutral ratings on LifePoint (LPNT) and Tenet (THC).
HCA HCA Healthcare
$76.81

1.62 (2.15%)

09/14/17
RBCM
09/14/17
NO CHANGE
RBCM
Tenet unlikely to be acquired, says RBC Capital
After The Wall Street Journal reported that Tenet (THC) hired advisors to purse strategic options, RBC Capital analyst Frank Morgan says that all of Tenet probably won't be acquired, given its "significant" debt levels. He says that the company's ambulatory unit is the most likely part of the company to be sold or spun off. The analyst says that HCA (HCA) could be "interested" in some of Tenet's markets, but he does not believe that it wants to buy all of Tenet's hospitals. The analyst does not expect any deals made by Tenet to cause its share price to increase unless it manages to sell its hospitals for rates above their current market value. Morgan keeps a Sector Perform rating on the stock.
10/16/17
BMOC
10/16/17
INITIATION
Target $90
BMOC
Outperform
HCA Healthcare initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated HCA Healthcare with an Outperform and $90 price target due to its stable growth profile and strong free cash flow provide the company financial flexibility to grow organically or by way of acquisitions, in current and new markets.
09/14/17
DBAB
09/14/17
NO CHANGE
Target $24
DBAB
Buy
Deutsche sees wide range of potential takeout values for Tenet
Deutsche Bank analyst Chris Rigg believes Tenet Healthcare's (THC) leverage makes for an "extremely wide" range of potential buyout prices. After the Wall Street Journal reported that the company is exploring strategic options including a possible sale, Rigg pegs $21-$41 per share as the potential buyout range. Also difficult is determining who would actually be interested and capable of buying Tenet, Rigg tells investors in a research note. HCA Holdings (HCA) has the financial wherewithal to do a deal, but the companies have significant overlap which could bring antitrust issues, the analyst contends. He sees private equity or an existing private equity-backed hospital chain as making more sense. Rigg has a Buy rating on Tenet with a $24 price target.
10/13/17
JEFF
10/13/17
NO CHANGE
Target $92
JEFF
Buy
HCA Healthcare price target lowered to $92 from $100 at Jefferies
Jefferies analyst Brian Tanquilut lowered his price target for HCA Healthcare to $92 after revising his estimates to account for several moving parts, including a retroactive reduction in Texas Medicaid Waiver funding and an "uncertain outlook" for healthcare utilization. His analysis, however, suggests HCA's 2018 EBITDA guidance should bracket consensus. Tanquilut calls hurricanes a Q3 "wildcard," believing weather reduced EBITDA in the quarter by greater than $100M. The analyst keeps a Buy rating on HCA shares.
LPNT LifePoint
$56.20

0.4 (0.72%)

06/23/17
LEER
06/23/17
NO CHANGE
LEER
Outperform
Draft version of Senate healthcare bill better than expected, says Leerink
Leerink analyst Ana Gupte said she views the draft version of the Senate healthcare bill as better than expected, stating that stabilization of the Exchanges and risk stabilization is a direct positive for health insurers and indirect positive for facility operators. The Senate bill maintains the House bill's plan to repeal all "ObamaCare" industry fees and taxes, which is a positive for Managed Care and Medical Technology players, Gupte adds. She keeps Outperform ratings on Anthem (ANTM), UnitedHealth (UNH), Cigna (CI), Humana (HUM), WellCare (WCG), Molina Healthcare (MOH) and acute care hospital operators HCA Holdings (HCA), Tenet (THC) and LifePoint (LPNT).
10/16/17
BMOC
10/16/17
INITIATION
Target $59
BMOC
Market Perform
LifePoint initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated LifePoint with an Market Perform and $59 price target saying recently acquired facilities will continue to be a partial drag on near-term earnings.
THC Tenet
$13.59

0.68 (5.27%)

09/14/17
KEYB
09/14/17
NO CHANGE
KEYB
Tenet unlikely to find buyer for whole company, says KeyBanc
KeyBanc analyst Jason Gurda notes that Bloomberg is reporting that Tenet has hired advisers to explore strategic alternatives, including a potential sale. The analyst believes it is unlikely it will find a buyer for the whole company due to its high level of debt and the likely lack of interest from potential strategic buyers. However, Gurda does believe that Tenet could expand its effort to divest individual hospitals and/or its Conifer subsidiary at multiples that would be accretive to where the shares are currently trading and would accelerate de-leveraging. But it is not clear at the moment how far management is willing to go in breaking up the business, he adds.
09/14/17
RHCO
09/14/17
NO CHANGE
RHCO
'Potential public suitors' for Tenet 'limited,' says SunTrust
SunTrust analyst David MacDonald says that "potential public suitors" for Tenet are "limited," while its free cash flow "remains sluggish." However, the analyst says that the company's assets are "intriguing," as its non-hospital assets are being undervalued by the market. He keeps a $16 price target and a Hold rating on the shares.
UHS Universal Health
$108.44

2.84 (2.69%)

10/11/17
SPHN
10/11/17
INITIATION
Target $120
SPHN
Equal Weight
Universal Health initiated with an Equal Weight at Stephens
Stephens analyst Dana Hambly started Universal Health with an Equal Weight rating and $120 price target, noting that the company is the leader in the behavioral health industry, but that behavioral health volume growth has been below expectations and acute-care volume growth has slowed. Hambly said he would become more constructive on the stock should behavioral organic growth pick up.
10/16/17
BMOC
10/16/17
INITIATION
Target $125
BMOC
Outperform
Universal Health initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Universal Health Services with an Outperform and $125 price target. The analyst said its exposure to the behavioral health industry bodes well as the current industry dynamics are more favorable than the acute care industry and he expects incremental margin expansion as recent wage pressure in certain behavioral markets begins to alleviate in the near term.
06/06/17
MSCO
06/06/17
INITIATION
Target $124
MSCO
Equal Weight
Universal Health initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Zack Sopcak initiated Universal Health with an Equal Weight rating and $124 price target, citing volume and price pressures on the hospital industry expected over the next several years.
HOG Harley-Davidson
$47.51

0.94 (2.02%)

10/16/17
NRCS
10/16/17
NO CHANGE
NRCS
Neutral
Harley-Davidson estimates cut on difficult retail environment at Northcoast
Northcoast is reducing Harley-Davidson's estimates to reflect difficult retail environment seen in September as reflected in its survey of dealers suggesting high-single to low-double-digit declines at retail during the month. Additionally, the firm says that discussions with dealers suggest that used bikes continue to outperform new models, with many dealers noting that Harley-Davidson's conservative shipment activity likely weighed on retail sales. Northcoast also notes that the initial reception from dealers to the new Softail platform has been much better than expected. The firm reiterates a Neutral rating on the shares.
10/10/17
STFL
10/10/17
NO CHANGE
Target $48
STFL
Hold
Stifel sees risk to Harley-Davidson 2017 shipment guidance
Stifel analyst Drew Crum said that Based on checks with Harley-Davidson dealers he assumes U.S. retail sales were down by "at least low single-digits" in Q3 and he sees modest risk to the company's 2017 shipment guidance. The analyst, who keeps a Hold rating on the shares ahead of the company's report on October 17, trimmed his price target on Harley shares to $48 from $51.
10/17/17
RAJA
10/17/17
NO CHANGE
RAJA
Market Perform
Harley-Davidson Q3 beat low quality, says Raymond James
Raymond James analyst Joseph Altobello said Harley-Davidson's Q3 beat was low quality driven by a lower tax rate and share count. The analyst said shipments were down sharply, as expected, and retail trends remain soft, declining 6.9% versus his estimate of down 3%. Altobello said Harley left full year 2017 global shipment guidance unchanged down 6%-8% despite the soft retail performance. The analyst rates Harley-Davidson a Market Perform.
10/13/17
GSCO
10/13/17
NO CHANGE
GSCO
Harley-Davidson Q3 results likely to miss expectations, says Goldman Sachs
After conducting checks, Goldman analyst David Tamberrino says that sales of the company's new motorcycles continued to be "soft" in Q3. The analyst now believes that the company's retail sales fell 6% in Q3, versus his earlier estimate of a 2% decline. He predicts that the company's Q3 results will miss expectations, and he keeps a Neutral rating on the shares.
IONS Ionis Pharmaceuticals
$63.85

2.7 (4.42%)

10/12/17
JEFF
10/12/17
NO CHANGE
Target $118
JEFF
Buy
AveXis price target raised to $118 from $108 at Jefferies
Jefferies analyst Biren Amin raised his price target for AveXis (AVXS) to $118 after hosting an spinal muscular atrophy expert to discuss the current landscape of therapies. While Biogen (BIIB) and Ionis Pharmaceuticals' (IONS) Spinraza seems to be performing well, the expert believes AveXis' AVXS-101 could capture between 60%-80% share in Type 1 once approved, Amin tells investors in a research note. The expert does not believe there will be enrollment issues for AveXis' pivotal trial in Type 1 SMA, the analyst adds. Amin keeps a Buy rating on AveXis shares.
10/12/17
BMOC
10/12/17
NO CHANGE
Target $130
BMOC
Outperform
AveXis price target raised to $130 from $123 at BMO Capital
BMO Capital analyst M. Ian Somaiya raised the price target on AveXis (AVXS) to $130 and maintained his Outperform rating on the stock. The analyst is moving forward his expectations for the launch of AVXS-101 for Type 1 spinal muscular atrophy by 12 months to the second half of FY18 based on the comparison of event-free survival data suggesting AveXis' product is superior to those of Biogen (BIIB) / Ionis (IONS)'s Spinraza. Somaiya says the end of Phase I meeting in Q4 will confirm an accelerated filing strategy in Type 1 SMA patients.
10/15/17
10/15/17
NO CHANGE

Ionis Pharmaceuticals presents new data from NEURO-TTR study
Ionis Pharmaceuticals announced that new data from the Phase 3 NEURO-TTR study with inotersen in patients with hereditary TTR amyloidosis with polyneuropathy were presented at the 142nd annual meeting of the American Neurological Association in San Diego, California. In the study, inotersen-treated patients achieved a mean 19.73-point benefit in the mNIS+7 co-primary endpoint after 15 months of treatment, compared to placebo-treated patients, further demonstrating the clinically meaningful benefit of inotersen treatment. A statistically significant benefit in mNIS+7 was also observed at eight months. Key safety findings of thrombocytopenia and renal events identified during the study were shown to be monitorable and manageable with routine blood and urine testing. Multiple other innovative drugs from Ionis' portfolio of drugs for patients with serious neurological and neurodegenerative diseases will be highlighted as part of the Antisense Oligonucleotide Treatment of Genetic Neurological Diseases plenary session on Tuesday, October 17.
10/17/17
MSCO
10/17/17
NO CHANGE
MSCO
Overweight
Morgan Stanley physician survey points to better than consensus Spinraza sales
Morgan Stanley analyst Matthew Harrison said the firm's survey of 50 physicians suggests that 23% of spinal muscular atrophy patients have had at least one treatment with Biogen (BIIB) and Ionis Pharmaceuticals' (IONS) Spinraza, which he noted is a higher rate than the 18% in Q2 and points to U.S. sales that are 10%-25% ahead of the consensus forecast. Additionally, "essentially all" prescribed patients eventually appear to receive coverage, meaning reimbursement continues to be a minimal headwind for Spinraza, Harrison said. He keeps an Overweight rating on Biogen, which was upgraded at Mizuho and at Stifel this morning.
FCX Freeport McMoRan
$14.93

-0.34 (-2.23%)

10/17/17
DBAB
10/17/17
DOWNGRADE
DBAB
Sell
Freeport McMoRan downgraded to Sell from Hold at Deutsche Bank
Deutsche Bank analyst Chris Terry downgraded Freeport McMoRan to Sell with an unchanged price target of $13. The analyst sees an unfavorable risk/reward profile due to valuation and continued uncertainty at Grasberg.
10/17/17
10/17/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Freeport McMoRan (FCX) downgraded to Sell from Hold at Deutsche Bank with analyst Chris Terry saying he sees an unfavorable risk/reward profile due to valuation and continued uncertainty at Grasberg. 2. Energy Transfer Partners (ETP) downgraded to Neutral from Buy at Goldman Sachs with analyst Theodore Durbin saying he sees a weaker distribution growth outlook and prefers Energy Transfer Equity (ETE) over Energy Transfer Partners. 3. Darden (DRI) downgraded to Hold from Buy at Argus with analyst John Staszak noting the company is not immune from weak conditions in the casual dining industry. 4. Blue Buffalo downgraded to Neutral from Overweight at JPMorgan analyst Ken Goldman saying he sees a more balanced risk/reward saying the company's sales into traditional channels may be weaker than he expected. 5. United Natural Foods (UNFI) downgraded to Underperform at RBC Capital with analyst Bill Kirk saying there is competitive contract risk from Amazon's (AMZN) acquisition of Whole Foods, as Amazon has the ability, incentive and precedent to decrease reliance United Natural Foods. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/25/17
MSCO
09/25/17
NO CHANGE
MSCO
Morgan Stanley raising price targets on Metals & Mining stocks
Morgan Stanley analyst Piyush Sood is "more constructive" in his outlook for base metals and met coal stocks and raised his price targets on Alcoa (AA) to $54 from $47, Freeport-McMoRan (FCX) to $10 from $8, Teck Resources (TECK) to $20 from $17, Newmont Mining (NEM) to $33 from $31, and Warrior Met Coal (HCC) to $22 from $17. Sood added that Alcoa remains his top pick. However, Sood lowered the price target of Cleveland-Cliffs (CLF) to $7 from $8.
10/04/17
JEFF
10/04/17
NO CHANGE
Target $19
JEFF
Buy
Freeport target lowered to $19 on rising Grasberg risk at Jefferies
Jefferies analyst Christopher LaFemina lowered his price target for Freeport McMoRan to $19 from $23 saying he's oncerned that negotiations between the company and Indonesia regarding the sale of a majority stake in PT-FI to locals have become more contentious. The risk of the dispute going to arbitration has increased, LaFemina tells investors in a research note. The analyst, however, notes he's bullish on Freeport even if there is "significant value leakage" at Grasberg. He keeps a Buy rating on the shares.
IPXL Impax
$19.30

-0.65 (-3.26%)

09/28/17
GSCO
09/28/17
INITIATION
Target $20
GSCO
Neutral
Impax initiated with a Neutral at Goldman Sachs
Goldman analyst Dana Flanders Impax with a Neutral and $20 price target. The analyst sees downside risk to 2018 generic fundamentals given lack of sustainable R&D and said shares trade at a significant premium to peers.
09/27/17
RBCM
09/27/17
NO CHANGE
Target $9
RBCM
Sector Perform
Endo could pursue strategy similar to Impax, says RBC Capital
After The Wall Street Journal's recent report that Impax (IPXL) and Amneal Pharmaceuticals are in talks to combine to better compete in the generic drug market, RBC Capital analyst Randall Stanicky said the activity could shift focus to Endo (ENDP), which he believes could pursue a similar strategy. The analyst, who added that the similarities of Impax and Endo are "striking," but notes Impax shares have outperformed largely on M&A expectations, has a Sector Perform rating on Endo shares.
10/17/17
BMOC
10/17/17
NO CHANGE
BMOC
Market Perform
Impax combination with Amneal makes strategic sense, says BMO Capital
BMO Capital analyst Gary Nachman thinks the combination of Impax with Amneal makes strategic sense as the two face a more challenging generic environment. He also believes the valuation of Impax had already been "somewhat stretched" amid news reports and investor speculation that such a deal would be coming. Nachman keeps a Market Perform rating on Impax shares, which are down nearly 9% in midday trading.
10/17/17
BMOC
10/17/17
NO CHANGE
Target $18
BMOC
Market Perform
Impax merger makes strategic sense, says BMO Capital
BMO Capital analyst Gary Nachman believes Impax Laboratories' merger with privately held Amneal makes strategic sense given the challenging generic environment. With Impax's valuation "already stretched," management will execute on the pipeline to drive a greater premium, Nachman tells investors in an intraday research note. He keeps a Market Perform rating on Impax.

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TSLA

Tesla

$315.05

2.55 (0.82%)

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Honda recalls 900,000 minivans on tip forward seats, Reuters says »

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Activist investors Nelson Peltz still in P&G picture, Barron's says »

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BHGE

Baker Hughes

$30.91

0.76 (2.52%)

, GE

General Electric

$18.21

-0.04 (-0.22%)

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Buy Baker Hughes, Barron's says »

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GE

General Electric

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Cisco

$35.90

0.02 (0.06%)

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More needed for Cisco to have 'groove back,' Barron's says »

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IBM

IBM

$148.97

-0.15 (-0.10%)

09:10
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IBM could be next to fetch higher valuation, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:05
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09:05
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Option play offer some help given GE dividend, depressed stock, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:00
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Risk remains after GE dividend cut, Barron's says »

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TWX

Time Warner

$88.72

0.71 (0.81%)

, T

AT&T

$34.51

-0.01 (-0.03%)

08:21
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11/18
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08:21
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Week in review: How Trump's policies moved stocks »

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TWX

Time Warner

$88.72

0.71 (0.81%)

T

AT&T

$34.51

-0.01 (-0.03%)

NYT

New York Times

$17.65

0.05 (0.28%)

TEX

Terex

$44.82

0.8 (1.82%)

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TPIC

TPI Composites

$19.06

-0.97 (-4.84%)

07:25
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07:25
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07:25
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TPI Composites to host investor day »

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SYNA

Synaptics

$38.21

0.57 (1.51%)

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Synaptics management to meet with KeyBanc »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

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S&P announces changes to S&P MidCap 400, S&P SmallCap 600 indices »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

BRCD

Brocade

IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

LMOS

Lumos Networks

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WGL

WGL Holdings

$84.32

-0.14 (-0.17%)

18:01
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WGL Holdings reports Q4 adjusted EPS (17c), consensus (19c) »

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Tactile Systems

$25.98

-0.23 (-0.88%)

, LMOS

Lumos Networks

17:58
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Tactile Systems to replace Lumos Networks in S&P 600 at open on 11/22 »

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Tactile Systems

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IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

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MKS Instruments

$103.50

-0.35 (-0.34%)

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Breaking Hot Stocks news story on Invesco Mortgage, MKS Instruments »

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MKS Instruments

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MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

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17:55
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MKS Instruments to replace Brocade in S&P 400 at open on 11/22 »

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MKS Instruments

$103.50

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BRCD

Brocade

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

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UQM

UQM Technologies

$1.18

0.015 (1.29%)

17:24
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17:24
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17:24
Syndicate
Breaking Syndicate news story on UQM Technologies »

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GS

Goldman Sachs

$238.02

-1.35 (-0.56%)

17:23
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17:23
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Periodicals
Goldman Sachs has $510M lawsuit dismissed, Reuters reports »

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VICL

Vical

$1.94

-0.02 (-1.02%)

17:18
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17:18
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Breaking Hot Stocks news story on Vical »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:18
11/17/17
11/17
17:18
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17:18
Hot Stocks
Ligand director sells 5,000 common shares »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
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11/17
17:17
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Ligand CFO sells 6,559 common shares »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
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11/17
17:17
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17:17
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Ligand CEO sells 5,269 common shares »

In a regulatory filing,…

03/08/13
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MBI

MBIA

$9.01

0.13 (1.46%)

17:15
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17:15
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Breaking Hot Stocks news story on MBIA »

Fine Capital Partners…

03/08/13
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RBCN

Rubicon

$8.07

0.1218 (1.53%)

17:03
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17:03
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17:03
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Breaking Hot Stocks news story on Rubicon »

Bandera Partners reports…

03/08/13
Wedge Partners
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Credit Suisse
03/06/13
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