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DIS

Disney

$112.65

-0.12 (-0.11%)

, CVS

CVS Health

$65.79

0.24 (0.37%)

17:15
01/11/19
01/11
17:15
01/11/19
17:15

Disney announces Derica Rice nominated to board of directors

The Walt Disney Company (DIS) Board of Directors announced that Derica Rice, Executive Vice President of CVS Health (CVS) and President of CVS Caremark, has been nominated to stand for election as a director at the company's annual meeting on March 7.

DIS

Disney

$112.65

-0.12 (-0.11%)

CVS

CVS Health

$65.79

0.24 (0.37%)

  • 14

    Jan

  • 05

    Feb

  • 03

    Mar

DIS Disney
$112.65

-0.12 (-0.11%)

12/14/18
NEED
12/14/18
NO CHANGE
Target $100
NEED
Buy
Electronic Arts price target lowered to $100 from $150 at Needham
Needham analyst Laura Martin lowered her price target on Electronic Arts (EA) to $100 given the company's less inspiring game release slate in FY20 relative to FY19, noting that the margins on the Star Wars title expected next year are lower than this year's Battlefield because of Disney (DIS) royalties. The analyst also attributes the lower target to the market repricing of stocks "valued at over 4-times enterprise value to sales". Martin is keeping her Buy rating on Electronic Arts given the ownership of its own IP assets, loyalty of "super-fans", lower risk based on its dependence on title "sequels", and the under-40 age demographic of its target market. The analyst adds that while the company does not have a "Sports game creation problem", the same may not be said about action/adventure game creation.
01/02/19
BOFA
01/02/19
NO CHANGE
BOFA
Top 10 US Ideas for Q1 2019 at BofA/Merrill
BofA/Merrill's Alpha Generation Research team introduced its latest Top 10 US Ideas for Q1 2019. The list consists of 9 Buys that are Cigna (CI), Disney (DIS), Equinix (EQIX), Honeywell (HON), Lockheed Martin (LMT), Marvell (MRVL), Procter & Gamble (PG), AT&T (T), and Tapestry (TPR) and 1 Underperform rating which is Campbell Soup (CPB).
01/08/19
LOOP
01/08/19
NO CHANGE
Target $51
LOOP
Buy
21st Century Fox is 'attractive' way to participate in Disney, says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $51 price target on 21st Century Fox (FOXA), saying the stock represents "an attractive way to buy Disney (DIS) and create "New Fox" shares in the spinoff. The analyst also expects the New Fox to have less debt than previously anticipated while benefiting from continued strong growth of the Fox News Channel.
01/11/19
MSCO
01/11/19
NO CHANGE
Target $430
MSCO
Overweight
Netflix price target lowered to $430 from $475 at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne lowered his price target on Netflix (NFLX) shares to $430 from $475 as he factored in his "modestly lower" view on long-term margins and the broader de-rating of the stock in the market. While he currently forecasts 27M global paid net adds in 2019, Swinburne has tempered his 2019 ARPU growth view, noting that Netflix has not implemented broad price increases as of yet. He still believes Netflix's long-term pricing power remains intact, though he is now taking a more conservative approach to ARPU growth in emerging markets longer term. Swinburne keeps an Overweight rating on Netflix, citing the nearly $500B global TV market it has the potential to address and his view that while many traditional TV studio owners, like Disney (DIS), will pivot to streaming, most likely will not.
CVS CVS Health
$65.79

0.24 (0.37%)

12/11/18
LEER
12/11/18
NO CHANGE
Target $100
LEER
Outperform
CVS Health assumed with an Outperform at Leerink
Leerink analyst Ana Gupte assumed coverage of CVS Health (CVS) with an Outperform rating and $100 price target. The analyst views the recently raised synergy guidance as having upside with earlier pull-through in 2019 despite the headwind from divestiture of Aetna (AET) Part D lives. Pricing and underwriting remain firm in 2019 based on her MEDACorp fully insured employer broker survey and she is comfortable on stable Commercial margins for the Aetna book. Further, Gupte sees the PBM business as being oversold as it is synergistically integrated with Aetna's MCO book over time into a full-service captive offering. Retail headwinds from e-commerce look largely priced into consensus estimates while multiples have compressed on fears of Amazon's (AMZN) entry into pharmacy, she contends.
12/14/18
GSCO
12/14/18
DOWNGRADE
Target $68
GSCO
Sell
Goldman downgrades Walgreens to Sell with $68 target, sees downside in 2019
Goldman Sachs analyst Robert Jones downgraded Walgreens Boots Alliance (WBA) to Sell from Neutral and lowered his price target for the shares to $68 from $73. The analyst says he struggles to make a "compelling fundamental case" for the Americas Healthcare Services Supply Chain heading into 2019 as "issues facing core growth drivers do not seem to be abating." Jones sees limited "core" growth for the large-cap names amid persisting sales and margin pressures and as drug pricing remains a regulatory focus. He downgrades Walgreens to Sell saying challenges in its retail pharmacy business "have intensified, forcing the company to search for other avenues of growth." Jones also keeps a Neutral rating on CVS Health (CVS) and Sell rating on Rite Aid (RAD).
12/18/18
LEHM
12/18/18
INITIATION
Target $91
LEHM
Overweight
CVS Health initiated with an Overweight at Barclays
Barclays analyst Steve Valiquette started CVS Health with an Overweight rating and $91 price target. The analyst views the acquisition of Aetna as well-timed and believes it will offset the company's slower growth in retail and pharmacy benefits.
12/18/18
LEHM
12/18/18
INITIATION
Target $91
LEHM
Overweight
Barclays starts CVS Health at Overweight after 'transformational' merger
Barclays analyst Steve Valiquette initiated coverage CVS Health with an Overweight rating and $91 price target. The analyst views the company's acquisition of Aetna as "well-timed" and "transformational." The good news for CVS is that Aetna has substantial leverage to the organic growth of the Medicare Advantage market, Valiquette tells investors in a research note. He projects 15% Medicare Advantage membership for Aetna in both 2019 and 2020. Further, for the combined company, Valiquette believes the $750M-plus in projected synergies by year two "should be more than achievable." The 2019 guidance in February "will be a clearing event for the stock," says the analyst.

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RTN

Raytheon

$165.11

2.285 (1.40%)

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IBCP

Independent Bank

$22.80

-0.11 (-0.48%)

11:26
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Independent Bank boosts quarterly dividend by 20% to 18c »

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  • 29

    Jan

11:25
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General news
FX Update: The dollar majors have been directionally challenged »

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EDIT

Editas Medicine

$26.16

-0.01 (-0.04%)

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GOOG

Alphabet

$1,098.25

6.96 (0.64%)

, GOOGL

Alphabet Class A

$1,106.92

7.52 (0.68%)

11:23
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11:23
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France's National Data Protection Commission fines Google 50M euros »

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GOOG

Alphabet

$1,098.25

6.96 (0.64%)

GOOGL

Alphabet Class A

$1,106.92

7.52 (0.68%)

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  • 24

    Jan

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  • 04

    Feb

  • 04

    Feb

  • 25

    Feb

  • 03

    Mar

LAD

Lithia Motors

$87.13

1.57 (1.84%)

10:25
01/21/19
01/21
10:25
01/21/19
10:25
Conference/Events
Lithia Motors to host special shareholder meeting »

Special shareholder…

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  • 21

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CYDY

CytoDyn

$0.00

(0.00%)

10:25
01/21/19
01/21
10:25
01/21/19
10:25
Conference/Events
CytoDyn participates in lunch meeting with Philadelphia Securities »

Luncheon Meeting with…

03/08/13
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  • 21

    Jan

ABT

Abbott

$71.43

0.9 (1.28%)

09:50
01/21/19
01/21
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09:50
Hot Stocks
Abbott announces FDA approval of TactiCath Contact Force Ablation Catheter »

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  • 23

    Jan

  • 27

    Jan

SFUN

Fang Holdings

$1.88

-0.01 (-0.53%)

09:48
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09:48
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09:48
Hot Stocks
Fang announces management changes, proposed China Index spin-off »

Fang Holdings announced a…

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TS

Tenaris

$24.32

0.64 (2.70%)

09:45
01/21/19
01/21
09:45
01/21/19
09:45
Hot Stocks
Tenaris closes acquisition of 47.79% of Saudi Steel Pipe shares »

Tenaris S.A. announced…

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PAAS

Pan American Silver

$14.17

-0.31 (-2.14%)

09:42
01/21/19
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09:42
01/21/19
09:42
Hot Stocks
Pan American reports 2018 silver production 24.8M ounces »

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CRWS

Crown Crafts

$5.68

(0.00%)

09:38
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01/21
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09:38
Hot Stocks
Crown Crafts announces retirement of NoJo Baby & Kids CEO »

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AL

Air Lease

$37.50

0.6 (1.63%)

, BA

Boeing

$364.79

5.52 (1.54%)

09:36
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Hot Stocks
Air Lease announces lease placement of Boeing 737 MAX 9 »

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AL

Air Lease

$37.50

0.6 (1.63%)

BA

Boeing

$364.79

5.52 (1.54%)

03/08/13
Wedge Partners
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03/06/13
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  • 30

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UTSI

UTStarcom

$3.22

0.1 (3.21%)

09:34
01/21/19
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09:34
Hot Stocks
UTStarcom says TDI paid $4.54 per share to increase stake to 9.9% »

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VRTX

Vertex

$194.63

4.19 (2.20%)

09:31
01/21/19
01/21
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09:31
Hot Stocks
Vertex says European Commission granted label extension for Orkambi »

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  • 11

    Feb

ALNY

Alnylam

$83.08

2.4 (2.97%)

09:30
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Alnylam, Israel's Medison partner to commercialize Onpattro, RNAi portfolio »

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THO

Thor Industries

$66.56

1.905 (2.95%)

09:26
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Thor finalizing talks to exclude EHG's North American operations from deal »

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PLWTY

Panalpina

$0.00

(0.00%)

08:44
01/21/19
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08:44
Downgrade
Panalpina rating change at Jefferies »

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EFGSY

Eiffage

$0.00

(0.00%)

08:41
01/21/19
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08:41
Upgrade
Eiffage rating change at Barclays »

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TVFCF

Television Francaise 1

$0.00

(0.00%)

08:40
01/21/19
01/21
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08:40
Downgrade
Television Francaise 1 rating change at Citi »

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ATVDY

Atresmedia

$0.00

(0.00%)

08:37
01/21/19
01/21
08:37
01/21/19
08:37
Upgrade
Atresmedia rating change at Citi »

Atresmedia upgraded to…

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TDPAY

Tod's

$0.00

(0.00%)

08:36
01/21/19
01/21
08:36
01/21/19
08:36
Downgrade
Tod's rating change at Citi »

Tod's downgraded to…

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SFRGY

Salvatore Ferragamo

$0.00

(0.00%)

08:35
01/21/19
01/21
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08:35
Downgrade
Salvatore Ferragamo rating change at Citi »

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08:35
01/21/19
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General news
FX Action: USD-CAD has nudged back above 1.3300 »

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PRDSY

Prada

$0.00

(0.00%)

08:34
01/21/19
01/21
08:34
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08:34
Upgrade
Prada rating change at Citi »

Prada upgraded to Neutral…

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