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WBA

Walgreens Boots Alliance

$68.49

0.2 (0.29%)

, ABC

AmerisourceBergen

$96.40

-1.37 (-1.40%)

08:11
02/15/18
02/15
08:11
02/15/18
08:11

Walgreens/AmerisourceBergen deal a reaction to potential Amazon disruption, says Bernstein

Bernstein analyst Lance Wilkes sees a potential Walgreens (WBA)/AmerisourceBergen (ABC) deal as being a strategic reaction to gross margin pressures and potential disruption from Amazon (AMZN). His initial view is neutral to this deal, as he does not see it as strategically attractive, given his long-term concerns on the distributor role given his expectation of Amazon disruption to retail pharmacy. Wilkes would expect near-term synergies to be more limited, given the existing relationships between the companies and Walgreens's attractive economics already being achieved through the generic consortium.

WBA

Walgreens Boots Alliance

$68.49

0.2 (0.29%)

ABC

AmerisourceBergen

$96.40

-1.37 (-1.40%)

AMZN

Amazon.com

$1,451.05

36.54 (2.58%)

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    Mar

WBA Walgreens Boots Alliance
$68.49

0.2 (0.29%)

02/13/18
JEFF
02/13/18
NO CHANGE
Target $93
JEFF
Buy
Walgreens deal for AmerisourceBergen would be 'headscratcher,' says Jefferies
Jefferies analyst Brian Tanquilut says that while Walgreens Boots Alliance (WBA) acquiring AmerisourceBergen (ABC) would be accretive to earnings, it would be a "headscratcher" for investors. The companies already have a joint venture that affords both the strategic value that combining would provide, Tanquilut tells investors in a research note after the Wall Street Journal reported that Walgreens approached AmerisourceBergen a few weeks ago. The analyst has a Buy rating on Walgreens with a $93 price target. He adds that the potential deal would allow Walgreens to further expand its U.S. business.
02/13/18
LEER
02/13/18
NO CHANGE
LEER
Walgreens may seek to acquire AmerisourceBergen sooner than expected, says Leerink
Leerink analyst David Larsen notes that The Wall Street Journal reported that Walgreens (WBA) has approached AmerisourceBergen (ABC) about a potential takeover. The analyst is surprised that talks of such a large transaction have surfaced so quickly following the Rite Aid (RAD) deal, but says he has always believed that Walgreens at some point would seek to acquire either Express Scripts (ESRX) or AmerisourceBergen. Given the broad-based speculation in the business press about this deal, it is possible shares of Express Scripts will trade off, Larsen contends.
02/13/18
LOOP
02/13/18
NO CHANGE
Target $90
LOOP
Buy
AmerisourceBergen acquisition by Walgreens would model U.K., says Loop Capital
Loop Capital analyst Andrew Wolf believes that a Walgreens (WBA) and AmerisourceBergen (ABC) full merger would have similar attributes to that of the vertically integrated pharmacy model that Walgreens operates in the U.K. If completed, this transaction would come sooner than the analyst would have anticipated likely spurred by the rapid changes in pharmacy and healthcare occurring around Walgreens. Ultimately, Wolf views this strategic response positively as it would better position a combined company to navigate in the face of industry change and possibly even as a disrupter. He reiterates a Buy rating and $90 price target on Walgreens' shares.
02/14/18
JEFF
02/14/18
NO CHANGE
JEFF
Amazon focusing on bolstering medical device distribution, says Jefferies
Yesterday's Wall Street Journal report and a recent scan of job postings still point to Amazon.com's (AMZN) focus on bolstering its medical device/supplies distribution capabilities, specifically targeting hospitals, Jefferies analyst Brian Tanquilut. These postings support a negative thesis for Cardinal Health (CAH), Owens & Minor (OMI) and Premier's (PINC) medical supplies businesses, the analyst adds. Further, he sees the news as an incremental positive for AmerisourceBergen (ABC), McKesson (MCK), CVS Health (CVS) and Walgreens Boots Alliance (WBA) since it further supports the view that Amazon isn't looking to enter the prescription business near-term.
ABC AmerisourceBergen
$96.40

-1.37 (-1.40%)

AMZN Amazon.com
$1,451.05

36.54 (2.58%)

02/13/18
NEED
02/13/18
NO CHANGE
NEED
Needham a buyer of Medical Technologies product makers on Amazon headlines
After The Wall Street Journal report claiming that Amazon (AMZN) is attempting to become a major hospital supplier, Needham analyst Mike Matson said that he believes the e-commerce giant has typically disrupted middlemen much more than manufacturers. The analyst, who thinks Amazon's model may work for "lower tech" products but is unlikely to work with "higher tech" products, would be a buyer of Medical Technologies product maker stocks if they are down on weakness related to the headline risk represented by Amazon. However, Matson notes that he believe that Cantel Medical (CMD), CONMED (CNMD), Medtronic (MDT), Stryker (SYK) and Teleflex (TFX) generate a portion of their sales from "lower tech" products. Other stocks in MedTech manufacturing include AtriCure (ATRI), Cardiovascular Systems (CSII), Hill-Rom (HRC), K2M Group (KTWO), Mazor Robotics (MZOR), Zimmer Biomet (ZBH), Boston Scientific (BSX), Globus Medical (GMED), NuVasive (NUVA) and Wright Medical (WMGI).
02/14/18
BARD
02/14/18
NO CHANGE
Target $9
BARD
Neutral
ChannelAdvisor outlook likely to weigh on sentiment, says Baird
Baird analyst Colin Sebastian noted ChannelAdvisor (ECOM) missed Q4 estimates and cited non-core marketplace struggles as the cause. The analyst was positive on the company's improved performance across both the eBay (EBAY) and Amazon (AMZN) channels and is a positive for growth. Sebastian considers ChannelAdvisor a "show-me" story and maintained his Neutral rating while lowering his price target to $9 from $10 on the shares.
02/15/18
SBSH
02/15/18
NO CHANGE
Target $96
SBSH
Buy
TJX concerns brings buying opportunity, says Citi
Citi analyst Paul Lejuez says sentiment has turned cautious on TJX (TJX) following the company's weak Q3 comp. The stock has underperformed most Specialty Softlines peers over the past three months and the multiple gap with Ross Stores (ROST) is now the widest it has been in 10 years, Lejuez tells investors in a research note. He believes the concerns weighing on TJX shares presents a buying opportunity. The analyst feels the company can quickly fix the fashion miss that dragged Marmaxx's comp down in Q3. He points out that the company has been winning market share along with Amazon.com (AMZN). It's the weaker players, like mall-based department stores, that are losing to Amazon, Lejuez argues. He keeps a Buy rating on TJX with a $96 price target.

TODAY'S FREE FLY STORIES

CYH

Community Health

$3.94

-0.45 (-10.25%)

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JNJ

Johnson & Johnson

$132.65

-15.15 (-10.25%)

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UGAZ

VelocityShares 3x Long Natural Gas ETN

$101.00

-17 (-14.41%)

12:00
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CIVI

Civitas Solutions

$14.68

2.05 (16.23%)

12:00
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  • 08

    Mar

SPY

SPDR S&P 500 ETF Trust

$262.10

-3.31 (-1.25%)

12:00
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DGAZ

VelocityShares 3x Inv Natural Gas ETN

$73.25

9.63 (15.14%)

12:00
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BEL

Belmond

$24.69

7.015 (39.70%)

12:00
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SNE

Sony

$51.75

-0.45 (-0.86%)

, T

AT&T

$30.21

0.3 (1.00%)

11:56
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On The Fly
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SNE

Sony

$51.75

-0.45 (-0.86%)

T

AT&T

$30.21

0.3 (1.00%)

CMCSA

Comcast

$36.68

-0.07 (-0.19%)

CMCSK

Comcast

$0.00

(0.00%)

DIS

Disney

$113.21

-0.17 (-0.15%)

FOXA

21st Century Fox

$49.26

0.13 (0.26%)

FOX

21st Century Fox

$49.02

0.14 (0.29%)

LGF.A

Lionsgate

$16.00

0.25 (1.59%)

LGF.B

Lionsgate

$14.90

0.3 (2.05%)

VIA

Viacom

$31.85

0.22 (0.70%)

VIAB

Viacom

$29.28

0.41 (1.42%)

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EPD

Enterprise Products

$26.15

-0.15 (-0.57%)

11:55
12/14/18
12/14
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11:55
Options
Enterprise Products put volume heavy and directionally bearish »

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NTR

Nutrien

$47.01

-0.02 (-0.04%)

11:49
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Hot Stocks
Nutrien increases existing share repurchase program »

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LNC

Lincoln National

$54.54

0.11 (0.20%)

11:48
12/14/18
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Lincoln Financial appoints Leon Roday as General Counsel »

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JNJ

Johnson & Johnson

$131.24

-16.56 (-11.20%)

11:44
12/14/18
12/14
11:44
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11:44
Recommendations
Johnson & Johnson analyst commentary  »

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SWFT

Swift Transportation

$0.00

(0.00%)

, WERN

Werner

$30.52

-0.48 (-1.55%)

11:41
12/14/18
12/14
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11:41
Hot Stocks
DOJ sues freight companies for systematic overcharging of shipments »

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SWFT

Swift Transportation

$0.00

(0.00%)

WERN

Werner

$30.52

-0.48 (-1.55%)

JBHT

J.B. Hunt

$93.32

-2.57 (-2.68%)

ODFL

Old Dominion

$125.75

-0.79 (-0.62%)

KNX

Knight-Swift

$26.88

-0.44 (-1.61%)

ARCB

ArcBest

$35.22

-0.38 (-1.07%)

YRCW

YRC Worldwide

$4.13

-0.3 (-6.77%)

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LOW

Lowe's

$93.98

-0.37 (-0.39%)

11:40
12/14/18
12/14
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11:40
Options
Lowes calls active »

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JNJ

Johnson & Johnson

$132.94

-14.86 (-10.05%)

11:38
12/14/18
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Johnson & Johnson analyst commentary  »

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LPTX

Leap Therapeutics

$2.92

0.07 (2.46%)

11:36
12/14/18
12/14
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11:36
Conference/Events
Leap Therapeutics to hold a conference call »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

, SPX

S&P 500

$0.00

(0.00%)

11:35
12/14/18
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11:35
General news
President Trump says 'China wants to make a big' trade deal »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$262.91

-2.5 (-0.94%)

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VNE

Veoneer

$28.28

0.17 (0.60%)

, ALV

Autoliv

$74.47

-1.58 (-2.08%)

11:30
12/14/18
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Fly Intel: Today's top analyst calls on Wall Street »

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VNE

Veoneer

$28.28

0.17 (0.60%)

ALV

Autoliv

$74.47

-1.58 (-2.08%)

F

Ford

$8.63

0.13 (1.53%)

GM

General Motors

$35.53

0.42 (1.20%)

BWA

BorgWarner

$34.80

0.34 (0.99%)

APTV

Aptiv

$66.80

0.11 (0.16%)

TSLA

Tesla

$373.15

-3.71 (-0.98%)

WBA

Walgreens Boots Alliance

$79.00

-3.35 (-4.07%)

CVS

CVS Health

$72.40

-0.98 (-1.34%)

RAD

Rite Aid

$0.93

0.0271 (2.99%)

BHC

Bausch Health

$24.05

0.4 (1.69%)

LSCC

Lattice Semiconductor

$6.94

0.31 (4.68%)

REGN

Regeneron

$381.29

2.59 (0.68%)

CSCO

Cisco

$46.34

-1.12 (-2.36%)

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EBAY

eBay

$29.05

0.06 (0.21%)

11:30
12/14/18
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11:30
Options
$4.2M premium sale in Ebay options »

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  • 03

    Mar

CLVS

Clovis

$20.16

-1.48 (-6.84%)

, TSRO

Tesaro

$73.95

-0.51 (-0.68%)

11:28
12/14/18
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11:28
On The Fly
Clovis drops after Tesaro filing shows interest, but no bids »

Shares of Clovis Oncology…

CLVS

Clovis

$20.16

-1.48 (-6.84%)

TSRO

Tesaro

$73.95

-0.51 (-0.68%)

GSK

GlaxoSmithKline

$37.60

-0.34 (-0.90%)

RHHBY

Roche

$0.00

(0.00%)

AZN

AstraZeneca

$39.07

-0.16 (-0.41%)

BMY

Bristol-Myers

$53.06

-0.59 (-1.10%)

SNY

Sanofi

$44.17

-0.67 (-1.49%)

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  • 24

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11:25
12/14/18
12/14
11:25
12/14/18
11:25
General news
U.S. high yield corporate bond ETFs remain under pressure »

U.S. high yield corporate…

GRUB

GrubHub

$79.38

-0.17 (-0.21%)

, YELP

Yelp

$36.60

0.72 (2.01%)

11:25
12/14/18
12/14
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12/14/18
11:25
Conference/Events
Wedbush restaurants analyst to hold an analyst/industry conference call »

Smid Internet Analyst…

GRUB

GrubHub

$79.38

-0.17 (-0.21%)

YELP

Yelp

$36.60

0.72 (2.01%)

BWLD

Taken private 2/18

$0.00

(0.00%)

CAKE

Cheesecake Factory

$45.42

-0.42 (-0.92%)

BJRI

BJ's Restaurants

$54.66

0.08 (0.15%)

CMG

Chipotle

$469.59

-3.45 (-0.73%)

JACK

Jack in the Box

$81.20

-1.29 (-1.56%)

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  • 14

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    Feb

ATOM

Atomera

$3.30

(0.00%)

11:25
12/14/18
12/14
11:25
12/14/18
11:25
Conference/Events
Atomera participates in a conference call with Loop Capital »

Technology Analyst Acree…

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  • 14

    Dec

GIB

CGI Group

$63.42

-0.43 (-0.67%)

11:25
12/14/18
12/14
11:25
12/14/18
11:25
Conference/Events
CGI Group management to meet with RBC Capital »

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  • 14

    Dec

BJRI

BJ's Restaurants

$54.66

0.08 (0.15%)

, BLMN

Bloomin' Brands

$18.53

-0.11 (-0.59%)

11:25
12/14/18
12/14
11:25
12/14/18
11:25
Conference/Events
William Blair apparel/accessories analyst to hold a group luncheon »

Apparel & Accessories…

BJRI

BJ's Restaurants

$54.66

0.08 (0.15%)

BLMN

Bloomin' Brands

$18.53

-0.11 (-0.59%)

BOJA

Bojangles

$16.04

(0.00%)

CAKE

Cheesecake Factory

$45.42

-0.42 (-0.92%)

CCL

Carnival

$56.47

-0.13 (-0.23%)

CMG

Chipotle

$469.59

-3.45 (-0.73%)

CVNA

Carvana

$33.56

0.07 (0.21%)

DNKN

Dunkin' Brands

$69.53

-1.32 (-1.86%)

HOG

Harley-Davidson

$34.94

0.01 (0.03%)

KMX

CarMax

$62.06

-0.305 (-0.49%)

LOCO

El Pollo Loco

$15.32

-0.13 (-0.84%)

LULU

Lululemon

$120.95

0.74 (0.62%)

PBPB

Potbelly

$9.40

0.03 (0.32%)

PLAY

Dave & Buster's

$46.14

-0.06 (-0.13%)

PLNT

Planet Fitness

$54.94

0.56 (1.03%)

RCL

Royal Caribbean

$107.10

1.99 (1.89%)

SBUX

Starbucks

$65.22

-1.68 (-2.51%)

SHAK

Shake Shack

$46.75

0.42 (0.91%)

SONC

Sonic

$0.00

(0.00%)

TLYS

Tilly's

$10.81

0.21 (1.98%)

UAA

Under Armour

$19.24

0.475 (2.53%)

ZOES

Zoe's Kitchen

$0.00

(0.00%)

ZUMZ

Zumiez

$18.76

0.44 (2.40%)

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