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CCL

Carnival

$65.88

0.82 (1.26%)

, RCL

Royal Caribbean

$119.11

1.18 (1.00%)

15:51
04/21/18
04/21
15:51
04/21/18
15:51

Cruise operators can offer 'nice' yields, solid dividend growth, Barron's says

Cruise operators, like Carnival (CCL), Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH), can offer nice yields and solid dividend growth, but economic downturns can pressure payouts, Lawrence Strauss writes in this week's edition of Barron's. Another option for investors looking for yield among cruise operators is Walt Disney (DIS), the report added. The entertainment company has a wide variety of holdings, and while its cruise business did not account for a large portion of its $55B of sales last year, it is not insignificant either. Reference Link

CCL

Carnival

$65.88

0.82 (1.26%)

RCL

Royal Caribbean

$119.11

1.18 (1.00%)

NCLH

Norwegian Cruise Line

$55.65

0.71 (1.29%)

DIS

Disney

$100.24

-0.64 (-0.63%)

  • 04

    May

  • 08

    May

CCL Carnival
$65.88

0.82 (1.26%)

04/13/18
WEDB
04/13/18
NO CHANGE
Target $145
WEDB
Outperform
Caribbean cruise capacity concerns real, but overstated, says Wedbush
Wedbush analyst James Hardiman told investors in a research note that while he believes the risk surrounding capacity concerns and the general health of the Caribbean market is real, it is unlikely to threaten cruise companies' abilities to achieve previously communicated guidance. While March pricing for Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH) was flat to down, Hardiman noted that it did show sequential improvement on both a year-over-year and two-year average basis, adding that Carnival (CCL) saw positive pricing growth, though the growth has decelerated sequentially. Hardiman continues to rate Royal Caribbean and Norwegian Outperform and Carnival Neutral, with price targets of $145, $65, and $71, respectively, and says Norwegian remains on the firm's Best Ideas List, as it has the least amount of exposure to the Caribbean market and major exposure to the "hot" European market.
04/11/18
STFL
04/11/18
NO CHANGE
Target $81
STFL
Buy
Carnival should be bought on weakness, says Stifel
Stifel notes that Carnival announced a 11% increase in its quarterly dividend to 50c per share and initiated a new $1B share repurchase authorization. Although Caribbean pricing concerns brought about by recent industry channel checks and pricing surveys have placed downward pressure on shares across the cruise operator group, the firm encourages investors to look beyond the noise of one particular market and focus on what very much remain strong underlying fundamentals supported by a truly global business. Stifel reiterates a Buy rating and $81 price target on Carnival shares and encourages investors to take advantage of what it views as an irrational pullback to add to or initiate positions in the name.
03/23/18
LEHM
03/23/18
UPGRADE
LEHM
Overweight
Carnival upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Felicia Hendrix upgraded Carnival to Overweight with a $77 price target following the company's Q1 results. The analyst views the stock's valuation as attractive relative to peers and believes Carnival's fundamentals are strong.
01/09/18
FBCO
01/09/18
UPGRADE
Target $78.1
FBCO
Outperform
Carnival upgraded to Outperform from Neutral at Credit Suisse
Credit Suisse analyst Tim Ramskill upgraded Carnival to Outperform and raised his price target for the shares to $78.10 from $72.40. The analyst is no longer cautious on the stock following the 33% underperformance of the cruise sector relative to lodging since September. He highlights the "resilience" of Carnival's bookings and says its "earnings and yield momentum dynamics are intact."
RCL Royal Caribbean
$119.11

1.18 (1.00%)

04/19/18
STFL
04/19/18
NO CHANGE
STFL
Buy
Stifel constructive on cruislines ahead of earnings
In separate notes to investors on Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH), Stifel analyst Steven Wieczynski said he remains constructive on the stocks ahead of the companies' earnings reports. Wieczynski, who calls himself an "absolute buyer" of Royal Caribbean shares, sees the cruiseline operator reporting a yield-driven EPS beat in Q1, along with better than expected guidance and commentary on the Caribbean. He also expects Norwegian to deliver a yield-driven EPS beat, but does not expect management to raise its full-year guidance. The analyst keeps a Buy ratings on both, with a $70 price target on Norwegian shares and a $152 target on Royal Caribbean.
01/25/18
WEDB
01/25/18
NO CHANGE
Target $145
WEDB
Outperform
Royal Caribbean price target raised to $145 from $139 at Wedbush
Wedbush analyst James Hardiman raised his price target for Royal Caribbean to $145 from $139 after the company turned in an "exceptional" Q4, and despite a number of moving parts, guided 2018 largely as expected. The analyst reiterates an Outperform rating on the shares.
04/18/18
DBAB
04/18/18
UPGRADE
Target $66
DBAB
Buy
Norwegian Cruise Line upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Chris Woronka upgraded Norwegian Cruise Line (NCLH) to Buy with an unchanged price target of $66. The analyst sees "several ways" for the shares to work, including closing the relative valuation gap versus Royal Caribbean (RCL), the likely initiation of a dividend and the anticipated appointment of a new CFO that is well-regarded by the investment community. The analyst also believes the company's investor day on May 4 could serve as a near-term catalyst. He views Norwegian Cruise's current valuation as attractive.
NCLH Norwegian Cruise Line
$55.65

0.71 (1.29%)

04/03/18
WEDB
04/03/18
NO CHANGE
WEDB
Activision Blizzard, Cognizant among Wedbush Best Ideas
Wedbush analyst Jesse Bigelow notes that his firm's Best Ideas List is comprised of "the highest rated U.S. Equities, chosen by its analysts and vetted by committee." The list includes Activision Blizzard (ATVI), Cognizant Technology Solutions (CTSH), Electronic Arts (EA), Fiesta Restaurant Group (FRGI), Foot Locker (FL), Norwegian Cruise Line Holdings (NCLH), Proofpoint (PFPT), Regions Financial (RF), and Worldpay (WP).
DIS Disney
$100.24

-0.64 (-0.63%)

03/15/18
LOOP
03/15/18
INITIATION
Target $130
LOOP
Buy
Disney initiated with a Buy at Loop Capital
Loop Capital analyst Alan Gould started Disney (DIS) with a Buy rating and $130 price target. The analyst views the Disney/21st Century Fox (FOXA) deal as a "win/win," positioning Disney to be a more competitive player in the global streaming business.
04/11/18
JPMS
04/11/18
NO CHANGE
JPMS
JPMorgan boosts Disney estimates on 'Black Panther' strength
To reflect the strength of "Blank Panther," JPMorgan analyst Alexia Quadrani raised her Q2 earnings per share estimate for Disney to $1.68 from $1.57. The move has grossed $1.3B in global box office to date, far above the analyst's previous $775M estimate. The "significant outperformance" of "Black Panther" more than offsets softer results for "A Wrinkle in Time," Quadrani tells investors in a research note. The analyst is currently Not Rated on shares of Disney.
04/17/18
04/17/18
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. Disney (DIS) upgraded to Hold from Sell at Pivotal Research with analyst Brian Wieser saying the company "has a lot of positive elements" heading into the back half of the year, including a strong film slate, the launch of new direct to consumer over-the-top services, and efforts in support of the close of the Fox (FOXA) transaction. 2. Coca-Cola (KO) upgraded to Neutral from Sell at Goldman Sachs with analyst Judy Hong saying she sees an improving organic sales growth outlook, "cleaner base" post-refranchising, and better visibility on its margin and earnings targets. 3. Merck (MRK) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst David Risinger saying the Keytruda+chemo combination showed better than expected results in lung cancer, boosting the company's immuno-oncology lead against Bristol-Myers (BMY). 4. Newell Brands (NWL) upgraded to Outperform from Market Perform at Wells Fargo with analyst Bonnie Herzog saying the stock's setup is good looking forward, with greater potential upside than downside risk over the next 12 months. 5. Twitter (TWTR) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Brian Nowak citing recent advertiser conversations that have continued to be incrementally positive about Twitter's ad business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/17/18
PIVT
04/17/18
UPGRADE
Target $93
PIVT
Hold
Disney upgraded to Hold from Sell at Pivotal Research
Pivotal Research analyst Brian Wieser upgraded Disney to Hold while trimming his price target for the shares to $93 from $94. The company "has a lot of positive elements" heading into the back half of the year, including a strong film slate, the launch of new direct to consumer over-the-top services and efforts in support of the close of the Fox (FOXA) transaction, Wieser tells investors in a research note. The analyst believes all the stocks he covers in the video-centric media space look fairly valued.

TODAY'S FREE FLY STORIES

YELP

Yelp

$50.19

3.905 (8.44%)

15:05
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VKTX

Viking Therapeutics

$20.35

9.95 (95.67%)

14:58
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  • 18

    Sep

  • 01

    Oct

ACHV

Achieve Life Sciences

$2.55

-0.05 (-1.92%)

14:56
09/18/18
09/18
14:56
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14:56
Conference/Events
Achieve Life Sciences to host special shareholder meeting »

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NFLX

Netflix

$362.55

12.31 (3.51%)

, VIA

Viacom

$33.80

0.05 (0.15%)

14:52
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Netflix

$362.55

12.31 (3.51%)

VIA

Viacom

$33.80

0.05 (0.15%)

VIAB

Viacom

$30.26

0.2 (0.67%)

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  • 24

    Sep

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BX

Blackstone

$37.63

0.53 (1.43%)

14:47
09/18/18
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14:47
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Conference/Events
Blackstone to host investor day »

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  • 21

    Sep

  • 25

    Sep

ING

ING Group

$13.00

0.05 (0.39%)

14:46
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Syndicate
Breaking Syndicate news story on ING Group »

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CNST

Constellation Pharmaceuticals

$7.01

-0.64 (-8.37%)

14:44
09/18/18
09/18
14:44
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14:44
Conference/Events
Constellation Pharmaceuticals management to meet with Jefferies »

Meeting to be held in…

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  • 18

    Sep

  • 21

    Sep

NTDOY

Nintendo

$0.00

(0.00%)

14:41
09/18/18
09/18
14:41
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14:41
Hot Stocks
Nintendo offering Fortnite bundle for Switch »

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KO

Coca-Cola

$46.06

-0.26 (-0.56%)

14:40
09/18/18
09/18
14:40
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14:40
Hot Stocks
Coca-Cola acquires Australian maker of MOJO Kombucha, terms undisclosed »

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  • 28

    Oct

SPWR

SunPower

$7.43

0.85 (12.92%)

14:35
09/18/18
09/18
14:35
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14:35
Hot Stocks
SunPower spikes higher after receiving solar tariff exclusion »

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ABBV

AbbVie

$93.60

-1.77 (-1.86%)

14:35
09/18/18
09/18
14:35
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14:35
Options
AbbVie put volume heavy and directionally bearish »

Bearish flow noted in…

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SAIC

SAIC

$77.37

-0.58 (-0.74%)

14:30
09/18/18
09/18
14:30
09/18/18
14:30
Conference/Events
SAIC management to meet with Jefferies »

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03/08/13
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  • 20

    Sep

CPA

Copa Holdings

$79.77

-0.23 (-0.29%)

14:29
09/18/18
09/18
14:29
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14:29
Conference/Events
Copa Holdings to host investor day »

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ABBV

AbbVie

$94.29

-1.08 (-1.13%)

14:29
09/18/18
09/18
14:29
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14:29
Periodicals
Citron reiterates $60 AbbVie target, says lawsuit 'least of the problems' »

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VIPS

Vipshop

$6.06

0.07 (1.17%)

14:25
09/18/18
09/18
14:25
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Options
Vipshop call volume above normal and directionally bullish »

Bullish option flow…

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GDEN

Golden Entertainment

$26.96

0.51 (1.93%)

14:21
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14:21
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Conference/Events
Golden Entertainment management to meet with Jefferies »

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  • 20

    Sep

  • 21

    Sep

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
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NYSE market internals summary »

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ABBV

AbbVie

$96.00

0.63 (0.66%)

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PH

Parker-Hannifin

$189.44

1.99 (1.06%)

14:10
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Hefty premium buying in Parker Hannifin as shares spike »

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VSM

Versum Materials

$35.69

-0.265 (-0.74%)

14:09
09/18/18
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Conference/Events
Versum Materials management to meet with Jefferies »

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  • 19

    Sep

VSM

Versum Materials

$35.69

-0.265 (-0.74%)

14:08
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Conference/Events
Versum Materials management to meet with Jefferies »

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  • 19

    Sep

SQ

Square

$87.41

0.54 (0.62%)

14:07
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Periodicals
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  • 18

    Sep

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    Sep

  • 26

    Sep

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General news
NASDAQ is still pacing gains on Wall Street »

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VUZI

Vuzix

$5.95

0.1 (1.71%)

14:04
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Vuzix partnering with OnCore Golf for 'enhanced ' AR experiences for golfers »

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  • 15

    Nov

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