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USG

USG

$39.96

0.1358 (0.34%)

, BRK.A

Berkshire Hathaway

$297,130.00

3881 (1.32%)

10:24
04/12/18
04/12
10:24
04/12/18
10:24

Berkshire tells Bloomberg it will vote against USG board nominees

Bloomberg cites an emailed statement from Berkshire Hathaway (BRK.A) about Knauf's proposal for the USG (USG) board.

USG

USG

$39.96

0.1358 (0.34%)

BRK.A

Berkshire Hathaway

$297,130.00

3881 (1.32%)

BRK.B

Berkshire Hathaway

$198.30

3.075 (1.58%)

USG USG
$39.96

0.1358 (0.34%)

04/10/18
JEFF
04/10/18
NO CHANGE
Target $36
JEFF
Hold
Knauf taking more activist approach to USG takeout bid, says Jefferies
Jefferies analyst Philip Ng notes that Knauf filed preliminary proxy materials, encouraging shareholders to vote against the four director nominees in an attempt to get USG's board to more actively engage. While the analyst had previously thought it would be difficult for a hostile takeover given USG's defensive bylaws, such as a classified board, Knauf is clearly taking a more activist approach. The analyst continues to believe a takeout price in the range of $45-$52/share would require USG to reconsider. He reiterates a Hold rating and $36 price target on USG shares.
03/27/18
JEFF
03/27/18
NO CHANGE
Target $36
JEFF
Hold
USG board would likely agree to $45-$52 per share offer, says Jefferies
After taking a closer look at comparable transactions, Jefferies analyst Philip Ng believes a USG (USG) takeout price the board would agree to likely is in the $45-$52 per share range. Saint Gobain is the only logical strategic buyer that could potentially counter with a competitive offer to Knauf's, Ng tells investors in a research note. The analyst thinks Berkshire (BRK.A) appears to be a willing seller. He keeps a Hold rating on USG with a $36 price target.
03/27/18
NOMU
03/27/18
NO CHANGE
Target $44
NOMU
Neutral
USG price target raised to $44 from $39 at Nomura Instinet
Nomura Instinet analyst Michael Wood raised his price target for USG to $44 saying Knauf's proposed takeover offer is positive for group valuations. The analyst keeps a Neutral rating on USG.
03/26/18
JEFF
03/26/18
NO CHANGE
JEFF
Hold
USG friendly takeover at higher price seems likely, says Jefferies
Jefferies analyst Philip Ng said he believes a deal between USG and 10% shareholder Knauf ultimately will get done at a higher price than the $42 per share bid that USG just rejected. This will hinge on its shareholders pressuring the board to sell, though he thinks a hostile takeover seems unlikely and that it is unlikely a strategic player or private equity bidder offers a better price. Ng has a Hold rating on USG shares.
BRK.A Berkshire Hathaway
$297,130.00

3881 (1.32%)

04/03/18
SBSH
04/03/18
NO CHANGE
SBSH
Buy
No news from GE could be considered good news, says Citi
Outside of a potential investment from Warren Buffett's Berkshire Hathaway (BRK.A), "no news" could be viewed as "good news" for General Electric (GE), Citi analyst Andrew Kaplowitz tells investors in a research note. No significant new "issues" have emerged following the announcement of GE's insurance reserves funding plan, nor in the company's annual filing published in late February, Kaplowitz argues. He believes that the more time passes with no significant new issues emerging, the more investors can gain confidence that new management can fully focus on executing a turnaround. Further, he sees "at least three specific areas in which inflections over the coming year could serve as catalysts to changing the narrative:" improving cash generation, asset sale announcements, and potentially inflecting energy end markets. Kaplowitz keeps a Buy rating on shares of General Electric. The stock closed yesterday down 36c to $13.12.
04/02/18
KEYB
04/02/18
NO CHANGE
KEYB
Efforts to strengthen in-store healthcare offering positive for Walmart, says KeyBanc
KeyBanc analyst Edward Yruma notes that the push to provide consumer-driven and lower-cost healthcare continues its push into retail as The Wall Street Journal reports that Walmart (WMT) is in discussions to acquire or develop a closer partnership Humana (HUM). This is on the heels of Amazon's (AMZN) recent JV with Berkshire Hathaway (BRK.A; BRK.B) and JPMorgan (JPM) to provide healthcare for employees, he adds. The analyst views any efforts to strengthen the in-store healthcare offering as a positive for Walmart's stock.
02/05/18
BERN
02/05/18
NO CHANGE
BERN
More pronounced risks to drug supply chain from Amazon coalition, says Bernstein
Bernstein analyst Lance Wilkes thinks the risks to the drug supply chain from Amazon (AMZN), JPMorgan (JPM) and Berkshire Hathaway (BRK.A; BRK.B) healthcare joint venture are much more pronounced than risks to traditional MCOs. The analyst thinks the coalition could acquire a transparency PBM, effectively creating an employer PBM Co-op.
BRK.B Berkshire Hathaway
$198.30

3.075 (1.58%)

01/31/18
CHLM
01/31/18
NO CHANGE
CHLM
Amazon consortium could be longer-term health care disruptor, says Craig-Hallum
Craig-Hallum analyst Kevin Ellich says that Amazon (AMZN), Berkshire Hathaway (BRK.A; BRK.B), and JPMorgan (JPM) new company focused initially on technology solutions to provide simplified, high-quality, and transparent healthcare for their employees and families at a reasonable cost could be a longer-term health care disruptor but it may a little premature to jump to conclusions.
01/31/18
FBCO
01/31/18
NO CHANGE
FBCO
No impact on pharma/biotech from Amazon/JPM/Berkshire coalition, says Credit Suisse
Commenting on the news that Amazon (AMZN), JPMorgan (JPM) and Berkshire Hathaway (BRK.A; BRK.B) are partnering to offer healthcare services to their employees, Credit Suisse analyst Vamil Divan says he does not anticipate any impact on the pharmaceutical or biotechnology sectors in the near or immediate term. However, he acknowledged that the biopharma pricing and distribution models include some perverse incentives that could be ripe for potential disruption.

TODAY'S FREE FLY STORIES

NXRT

NexPoint Residential

$36.26

0.93 (2.63%)

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GPS

Gap

$24.91

-0.535 (-2.10%)

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D

Dominion

$74.65

0.25 (0.34%)

, SCG

Scana

$44.08

0.38 (0.87%)

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D

Dominion

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0.25 (0.34%)

SCG

Scana

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0.38 (0.87%)

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USO

United States Oil Fund

$11.27

-0.865 (-7.13%)

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Active trading in US Oil Fund options as crude oil drops 7% »

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HIMX

Himax

$4.05

-0.075 (-1.82%)

14:56
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14:56
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14:56
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Himax rating change  »

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FB

Facebook

$131.60

-0.02 (-0.02%)

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Dashboard to track time wasted on Facebook starts roll out, Venture Beat says »

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HIMX

Himax

$4.05

-0.075 (-1.82%)

14:52
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Downgrade
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  • 26

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XRT

S&P Retail Index SPDR

$44.32

-1.2 (-2.64%)

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Options
SPDR Retail Trust options are active ahead of Black Friday »

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ADSK

Autodesk

$122.41

-3.34 (-2.66%)

14:49
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Options
Autodesk options imply 12.7% move in share price post-earnings, above median historical move »

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  • 20

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EQT

EQT Corporation

$16.81

-0.25 (-1.47%)

14:45
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Options
EQT Corporation call volume above normal and directionally bullish »

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FCAU

Fiat Chrysler

$15.78

-0.635 (-3.87%)

14:35
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Options
Fiat Chrysler put volume heavy and directionally bearish »

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CLDX

Celldex

$0.31

-0.0002 (-0.06%)

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DDAIF

Daimler AG

$0.00

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, VLKAY

Volkswagen

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DDAIF

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VLKAY

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BAMXY

BMW Group

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MYL

Mylan

$33.87

-0.75 (-2.17%)

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NAVI

Navient

$11.20

-0.79 (-6.59%)

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NAVI

Navient

$11.45

-0.54 (-4.50%)

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NAVI

Navient

$11.45

-0.54 (-4.50%)

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ROST

Ross Stores

$84.39

-6.8 (-7.46%)

14:24
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Ross Stores analyst commentary  »

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