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TWX

Time Warner

$94.80

-1.48 (-1.54%)

14:20
03/19/18
03/19
14:20
03/19/18
14:20

Notable time spread in TimeWarner

Notable time spread in TimeWarner. The stock down $1.60 to $94.68 and 12K Apr - Jul 95 put spreads bought for $3.10. Both legs open and the position expresses the view that shares will likely hold above $95 through the April expiration in 32 days (stock was at $95.15 at the time of the trade), but then come under pressure through mid-July. The position is being opened as a trial related to the merger with AT&T (T) gets underway Monday.

  • 24

    Apr

TWX Time Warner
$94.80

-1.48 (-1.54%)

03/12/18
RBCM
03/12/18
NO CHANGE
RBCM
Netflix growth and pricing power persist, says RBC Capital
RBC Capital analyst Steven Cahall writes that Netflix is a "gold standard" in content value for consumer, resolving its subscriber issues that alarmed investors just over a year ago. Cahall contends that the company still has growth potential, with estimated 99M Pay TV U.S. household market vs. the company's current 55M U.S. subscriber count. The analyst also points to the "pricing power" of Netflix relative to the competition, stating that the U.S. user engagement of about 124 minutes per day is greater than any other standalone platform and amounts to about $0.003 per watched minute compared to Premium Networks like HBO, Showtime, and Starz are "500%-800% more expensive to watch on a per-minute basis". Moreover, Cahall believes the company is proving itself in the international markets category, where it generated its first positive annual contribution margin in 2017. The analyst estimates that Netflix could have up to $20 in EPS power in the next 5 years, with its stock price rising to as high as $600 per share under a 20-30-times PE valuation.
03/12/18
03/12/18
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 Buy from Neutral at UBS with analyst John Hodulik saying while he expects the takeover by AT&T (T) to receive regulatory approval, he believes the current environment would make Time Warner's assets "highly attractive" to other media companies and Internet-based competitors were the deal to be blocked. 2. Carlyle Group (CG) and Apollo Global (APO) were upgraded to Buy from Neutral at Citi. 3. Merck (MRK) upgraded to Outperform from Market Perform at Leerink with analyst Seamus Fernandez saying Keytruda will continue to dominate the first-line non-small cell lung cancer market. 4. SAP (SAP) upgraded to Outperform from In Line at Evercore ISI with analyst Stewart Materne III saying that he believes the risk/reward is more attractive at current levels following the stock's 6% pullback. 5. Aratana Therapeutics (PETX) upgraded to Buy on valuation at CL King with the firm citing favorable risk/reward. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/15/18
LOOP
03/15/18
INITIATION
Target $107.5
LOOP
Buy
Time Warner initiated with a Buy at Loop Capital
Loop Capital analyst Alan Gould started Time Warner (TWX) with a Buy rating and $107.50 price target. The analyst believes acquisition by AT&T (T) will go through and that Time Warner shareholders will receive the $107.50 per share, a 12% return over the next two months. If the deal does not go through, Gould believes there is limited downside risk in Time Warner and thinks other interested parties would emerge.
03/19/18
JEFF
03/19/18
UPGRADE
Target $82
JEFF
Buy
Amdocs upgraded to Buy from Hold at Jefferies
Jefferies analyst Ramsey El-Assal upgraded Amdocs (DOX) to Buy and raised his price target for the shares to $82 from $70. Past mergers suggest that the AT&T (T) spend slowdown related to its acquisition of Time Warner (TWX) is only temporary, El-Assal tells investors in a research note. He believes a recovery is "on the horizon regardless of whether the merger is approved or not." The analyst sees upside to fiscal 2019 estimates for Amdocs.

TODAY'S FREE FLY STORIES

EBS

Emergent BioSolutions

$54.57

-0.015 (-0.03%)

21:18
04/24/18
04/24
21:18
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21:18
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Emergent BioSolutions rating change at Wells Fargo »

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CREE

Cree

$39.39

-1 (-2.48%)

21:14
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21:14
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Cree rating change at Oppenheimer »

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EBS

Emergent BioSolutions

$54.57

-0.015 (-0.03%)

20:50
04/24/18
04/24
20:50
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20:50
Downgrade
Emergent BioSolutions rating change at Wells Fargo »

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FB

Facebook

$159.66

-6.19 (-3.73%)

20:37
04/24/18
04/24
20:37
04/24/18
20:37
Periodicals
Facebook replaces Erin Egan, the head of policy for U.S., NYT reports »

Fecebook head of U.S.…

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  • 25

    Apr

BOOT

Boot Barn

$19.76

0.305 (1.57%)

20:33
04/24/18
04/24
20:33
04/24/18
20:33
Hot Stocks
Boot Barn acquires Lone Star Western & Casual LLC assets, terms not disclosed »

Boot Barn Holdings…

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BA

Boeing

$329.00

-9.52 (-2.81%)

, CMCSA

Comcast

$33.33

-0.53 (-1.57%)

20:25
04/24/18
04/24
20:25
04/24/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

BA

Boeing

$329.00

-9.52 (-2.81%)

CMCSA

Comcast

$33.33

-0.53 (-1.57%)

CMCSK

Comcast

TMO

Thermo Fisher

$213.13

-3.17 (-1.47%)

GD

General Dynamics

$222.04

-4.05 (-1.79%)

NOC

Northrop Grumman

$341.00

-15.06 (-4.23%)

ANTM

Anthem

$225.08

-2.11 (-0.93%)

NSC

Norfolk Southern

$134.92

-2.83 (-2.05%)

BSX

Boston Scientific

$28.43

-0.39 (-1.35%)

SIRI

SiriusXM

$6.27

-0.06 (-0.95%)

TROW

T. Rowe Price

$107.42

-1.23 (-1.13%)

TWTR

Twitter

$30.48

-0.74 (-2.37%)

ROK

Rockwell Automation

$161.97

-7.185 (-4.25%)

DPS

Dr Pepper Snapple

$118.87

-1 (-0.83%)

STM

STMicroelectronics

$21.30

0.35 (1.67%)

HES

Hess Corp.

$57.71

-0.83 (-1.42%)

NDAQ

Nasdaq

$86.27

-0.65 (-0.75%)

VIAB

Viacom

$30.91

-0.14 (-0.45%)

OC

Owens Corning

$75.79

-2.32 (-2.97%)

GT

Goodyear Tire

$26.86

-0.14 (-0.52%)

NYCB

New York Community Bancorp

$12.97

0.115 (0.89%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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    May

FBMS

First Bancshares

$31.90

-0.1 (-0.31%)

20:18
04/24/18
04/24
20:18
04/24/18
20:18
Earnings
First Bancshares reports Q1 adjusted EPS 46c, consensus 48c »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 24

    Sep

NVS

Novartis

$77.00

-0.595 (-0.77%)

, GILD

Gilead

$72.71

-1.27 (-1.72%)

20:03
04/24/18
04/24
20:03
04/24/18
20:03
Periodicals
CAR-T blood cancer treatments may be Medicare-eligible, Bloomberg says »

Customized blood cancer…

NVS

Novartis

$77.00

-0.595 (-0.77%)

GILD

Gilead

$72.71

-1.27 (-1.72%)

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

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  • 01

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  • 05

    Jun

LPL

LG Display

$11.19

-0.21 (-1.84%)

19:50
04/24/18
04/24
19:50
04/24/18
19:50
Earnings
LG Display reports Q1 Net loss KRW 49B vs. net profit KRW 679B last year »

Reports Q1 revenue KRW…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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LLY

Eli Lilly

$80.09

-0.16 (-0.20%)

, CG

Carlyle Group

$20.65

-0.35 (-1.67%)

19:45
04/24/18
04/24
19:45
04/24/18
19:45
Periodicals
Eli Lilly animal health business seeing private equity interest, Bloomberg says »

Bain Capital, Advent…

LLY

Eli Lilly

$80.09

-0.16 (-0.20%)

CG

Carlyle Group

$20.65

-0.35 (-1.67%)

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

Physicians Realty Trust

$14.67

0.185 (1.28%)

19:40
04/24/18
04/24
19:40
04/24/18
19:40
Downgrade
Physicians Realty Trust rating change at Stifel »

Physicians Realty Trust…

03/08/13
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03/08/13
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03/06/13
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  • 03

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    May

LFC

China Life Insurance

19:38
04/24/18
04/24
19:38
04/24/18
19:38
Upgrade
China Life Insurance rating change at Macquarie »

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HTA

Healthcare Trust

19:37
04/24/18
04/24
19:37
04/24/18
19:37
Downgrade
Healthcare Trust rating change at Stifel »

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  • 30

    Apr

HR

Healthcare Realty Trust

$27.10

0.325 (1.21%)

19:37
04/24/18
04/24
19:37
04/24/18
19:37
Downgrade
Healthcare Realty Trust rating change at Stifel »

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03/08/13
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  • 04

    May

GOOGL

Alphabet Class A

$1,022.98

-50.08 (-4.67%)

19:37
04/24/18
04/24
19:37
04/24/18
19:37
Upgrade
Alphabet Class A rating change at Stifel »

Alphabet upgraded to Buy…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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T

AT&T

$35.00

0.11 (0.32%)

, TWX

Time Warner

$96.02

-0.32 (-0.33%)

19:25
04/24/18
04/24
19:25
04/24/18
19:25
Periodicals
AT&T lawyer grills star U.S. witness over data in pay-TV study, Bloomberg says »

The U.S.…

T

AT&T

$35.00

0.11 (0.32%)

TWX

Time Warner

$96.02

-0.32 (-0.33%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 24

    Apr

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    Apr

SHPG

Shire

$164.05

3.97 (2.48%)

, TKPYY

Takeda Pharmaceutical

19:15
04/24/18
04/24
19:15
04/24/18
19:15
Hot Stocks
Shire confirms receipt of revised GBP46B stock and cash proposal from Takeda »

The board of Shire (SHPG)…

SHPG

Shire

$164.05

3.97 (2.48%)

TKPYY

Takeda Pharmaceutical

03/08/13
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03/06/13
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03/06/13
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  • 21

    Dec

CREE

Cree

$39.39

-1 (-2.48%)

, SIX

Six Flags

$59.17

-1.62 (-2.66%)

19:02
04/24/18
04/24
19:02
04/24/18
19:02
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS: Cree…

CREE

Cree

$39.39

-1 (-2.48%)

SIX

Six Flags

$59.17

-1.62 (-2.66%)

TXN

Texas Instruments

$98.33

0.25 (0.25%)

USNA

USANA

$95.93

0.175 (0.18%)

MKSI

MKS Instruments

$102.85

-3.35 (-3.15%)

SVU

Supervalu

$14.61

-0.02 (-0.14%)

IRBT

iRobot

$59.10

-0.85 (-1.42%)

DDR

DDR Corp.

$6.68

0.025 (0.38%)

IPHI

Inphi

$31.46

1.1 (3.62%)

HA

Hawaiian Holdings

$39.20

-0.3 (-0.76%)

SHPG

Shire

$164.05

3.97 (2.48%)

KN

Knowles

$11.01

-0.575 (-4.97%)

TER

Teradyne

$41.50

1.06 (2.62%)

EW

Edwards Lifesciences

$134.63

-2.59 (-1.89%)

DLB

Dolby

$65.85

-1.4 (-2.08%)

WYNN

Wynn Resorts

$189.70

-3.54 (-1.83%)

COF

Capital One

$97.41

-0.115 (-0.12%)

SGMO

Sangamo

$17.85

-0.3 (-1.65%)

MRTX

Mirati Therapeutics

$28.25

-0.15 (-0.53%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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    Apr

AMX

America Movil, also tag AMOV

$18.62

-0.15 (-0.80%)

, AMOV

America Movil, also tag AMX

$18.50

-0.27 (-1.44%)

19:02
04/24/18
04/24
19:02
04/24/18
19:02
Earnings
America Movil reports Q1 net profit MXN18.1B vs. MXN35.9B last year »

Reports Q1 revenue…

AMX

America Movil, also tag AMOV

$18.62

-0.15 (-0.80%)

AMOV

America Movil, also tag AMX

$18.50

-0.27 (-1.44%)

03/08/13
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03/06/13
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AEP

American Electric

$68.89

0.46 (0.67%)

, WMT

Walmart

$86.51

0.41 (0.48%)

18:30
04/24/18
04/24
18:30
04/24/18
18:30
Hot Stocks
PSO, OEIC, Walmart reach settlement pact on proposed Wind Catcher project »

Public Service Company of…

AEP

American Electric

$68.89

0.46 (0.67%)

WMT

Walmart

$86.51

0.41 (0.48%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 01

    Jun

AMGN

Amgen

$171.91

-2.75 (-1.57%)

18:05
04/24/18
04/24
18:05
04/24/18
18:05
Hot Stocks
Breaking Hot Stocks news story on Amgen »

Amgen reports Q1 Repatha…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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AMGN

Amgen

$171.91

-2.75 (-1.57%)

18:03
04/24/18
04/24
18:03
04/24/18
18:03
Hot Stocks
Amgen CEO says Q1 performance driven by new, recently launched products »

"Amgen's strong…

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

NorthWestern

$54.36

0.315 (0.58%)

18:03
04/24/18
04/24
18:03
04/24/18
18:03
Earnings
Breaking Earnings news story on NorthWestern »

NorthWestern reports Q1…

03/08/13
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NWE

NorthWestern

$54.36

0.315 (0.58%)

18:01
04/24/18
04/24
18:01
04/24/18
18:01
Earnings
NorthWestern reports Q1 EPS $1.18, consensus $1.17 »

Reports Q1 revenue…

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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FR

First Industrial Realty

$29.62

0.315 (1.07%)

18:00
04/24/18
04/24
18:00
04/24/18
18:00
Earnings
First Industrial Realty reports Q1 FFO 38c, consensus 38c »

Reports Q1 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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