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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%)

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.
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.
03/27/18
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.
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.
BRK.A Berkshire Hathaway
$297,130.00

3881 (1.32%)

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.
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.
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.
BRK.B Berkshire Hathaway
$198.30

3.075 (1.58%)

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.
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.

TODAY'S FREE FLY STORIES

DB

Deutsche Bank

$11.19

-0.305 (-2.65%)

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BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

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Cisco

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-0.22 (-0.50%)

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CSCO

Cisco

$43.79

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NTAP

NetApp

$82.43

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HTGM

HTG Molecular

$3.30

-0.06 (-1.79%)

SPTN

SpartanNash

$23.78

-0.26 (-1.08%)

GNL

Global Net Lease

$22.08

(0.00%)

ILMN

Illumina

$327.57

-2.69 (-0.81%)

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TWTR

Twitter

$32.39

-0.79 (-2.38%)

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Twitter CEO rethinking parts of platform to stop hate speech, fake news, WP says »

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  • 28

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EADSY

Airbus

$0.00

(0.00%)

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U.S.: EU failed to bring Airbus subsidies in line with WTO ruling, Reuters says »

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BX

Blackstone

$35.40

-0.37 (-1.03%)

17:56
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Blackstone in talks to buy interest in Jet Airways loyalty unit, Bloomberg says »

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PEGA

Pegasystems

$60.00

(0.00%)

17:54
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08/15
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17:54
Recommendations
Pegasystems analyst commentary  »

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GOOG

Alphabet

$1,213.65

-28.3 (-2.28%)

, GOOGL

Alphabet Class A

$1,232.30

-25.85 (-2.05%)

17:53
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Google introduces transparency report for political ads »

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GOOG

Alphabet

$1,213.65

-28.3 (-2.28%)

GOOGL

Alphabet Class A

$1,232.30

-25.85 (-2.05%)

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NAVB

Navidea

$0.14

-0.013 (-8.70%)

17:49
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Navidea receives noncompliance notice from NYSE American »

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PNC

PNC Financial

$142.03

-0.7 (-0.49%)

17:48
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Periodicals
Breaking Periodicals news story on PNC Financial »

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  • 12

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RCI

Rogers Communications

$52.16

0.13 (0.25%)

17:45
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Hot Stocks
Rogers Communications declares quarterly dividend of CAD 48c per share »

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IEX

IDEX Corp.

$151.57

-0.375 (-0.25%)

17:41
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IDEX Corp. CFO William Grogan sells over $520K in company stock »

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ALGN

Align Technology

$350.54

-18.07 (-4.90%)

17:37
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Hot Stocks
Align Technology VP Stuart Hockridge sells over $1M in company stock »

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  • 21

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SYMC

Symantec

$18.56

-0.1 (-0.54%)

17:34
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Symantec says provided intelligence to FBI for 74 cybercriminal arrests »

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  • 12

    Sep

CAAP

Corporacion America Airport

$9.15

-0.18 (-1.93%)

17:28
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Corporacion America Airports reports July passenger traffic up 7.8% »

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  • 22

    Aug

ALGN

Align Technology

$350.54

-18.07 (-4.90%)

17:22
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Align Technology CEO sells 25,000 common shares »

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  • 21

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ACXM

Acxiom

$44.05

-0.01 (-0.02%)

17:21
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Acxiom CFO sells 72,783 common shares »

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  • 06

    Nov

MDXG

MiMedx

$3.97

-0.1 (-2.46%)

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  • 15

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DL

China Distance Education

$7.85

-0.36 (-4.38%)

17:11
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Earnings
China Distance Education Q3 non-GAAP net income up 68.8% to $5.8M vs. $3.4M y/y »

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  • 15

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BPY

Brookfield Property

$19.71

0.06 (0.31%)

, GGP

GGP

$21.41

-0.02 (-0.09%)

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Brookfield Property reminds GGP shareholders to make, submit elections »

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Brookfield Property

$19.71

0.06 (0.31%)

GGP

GGP

$21.41

-0.02 (-0.09%)

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SGMS

Scientific Games

$29.30

-2.05 (-6.54%)

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Scientific Games Perelman buys 175K shares of common stock for $5.55M »

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CACI

CACI

$180.30

-1.2 (-0.66%)

16:44
08/15/18
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Earnings
CACI backs FY19 EPS view $8.98-$9.38, consensus $9.18 »

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  • 16

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CACI

CACI

$180.30

-1.2 (-0.66%)

16:44
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Earnings
CACI reports Q4 EPS ex-tax reform $1.84, consensus $1.79 »

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  • 16

    Aug

BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

16:43
08/15/18
08/15
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Earnings
Briggs & Stratton sees FY19 EPS $1.35-$1.55, consensus $1.25 »

Sees FY19 revenue…

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  • 16

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NSP

Insperity

$110.70

-1.2 (-1.07%)

16:42
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16:42
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Insperity COO Arthur Arizpe sells $565K in company stock »

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BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

16:42
08/15/18
08/15
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08/15/18
16:42
Earnings
Briggs & Stratton reports Q4 adjusted EPS 47c, consensus 41c »

Reports Q4 revenue $502M,…

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  • 16

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