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YRCW

YRC Worldwide

$7.10

0.3 (4.41%)

, AMZN

Amazon.com

$1,627.58

35.74 (2.25%)

13:37
02/12/19
02/12
13:37
02/12/19
13:37

NEMF liquidation could be boost for LTL companies, says Loop Capital

After New England Motor Freight, or NEMF, announced that it was liquidating, Loop Capital analyst Jeffrey Kauffman noted that the company was the 19th largest LTL carrier by revenues in 2018 and had a reputation as more of a discounter. He believes NEMF's customers, which reportedly includes Amazon (AMZN), will be challenged to find capacity easily with other LTL carriers given the current tightness in the market. The analyst, who said the liquidation should buoy LTL companies, has a Buy rating on YRC Worldwide (YRCW).

YRCW

YRC Worldwide

$7.10

0.3 (4.41%)

AMZN

Amazon.com

$1,627.58

35.74 (2.25%)

  • 20

    Feb

  • 03

    Mar

  • 18

    Mar

YRCW YRC Worldwide
$7.10

0.3 (4.41%)

01/14/19
LOOP
01/14/19
NO CHANGE
Target $11
LOOP
Buy
YRC Worldwide multiple decline 'oversold', says Loop Capital
Loop Capital analyst Jeffrey Kauffman kept his Buy rating and $11 price target on YRC Worldwide, saying the environment in the less-than-truckload market remains healthy. The analyst adds that while the company is struggling in translating those fundamentals as effectively as its competitors, he sees it being capable of "much more". Kauffman also believes that the 5.3-times expected earnings multiple on YRC Worldwide stock is "oversold", even given the "cycle-low valuation ranges".
12/11/18
LOOP
12/11/18
NO CHANGE
Target $11
LOOP
Buy
YRC Worldwide price target lowered to $11 from $16 at Loop Capital
Loop Capital analyst Jeffrey Kauffman lowered his price target on YRC Worldwide to $11 to reflect the lower relative valuations and his more modest view for tonnage gains in 2019-2020. The analyst also keeps his Buy rating on the shares, raising his Q4 EPS forecast to (1c) from (7c) on "stronger Q4 fundamentals" and expectations of a "modest improvement in operating profits" that should follow the Teamster labor discussions early next year.
11/09/18
STFL
11/09/18
DOWNGRADE
Target $7
STFL
Hold
YRC Worldwide downgraded to Hold on continued underperformance at Stifel
As previously reported, Stifel analyst David Ross downgraded YRC Worldwide (YRCW) to Hold from Buy, stating that YRC has fallen short of expectations and not even gotten back to 2015-2016 levels of profitability despite it having been a strong LTL freight market all year. Following "nearly two years waiting for 'one good quarter,' it's time to admit it may not come," Ross stated in his note to investors. While UPS Freight (UPS) may go on strike on Monday and YRC may have a chance to gain significant tonnage back in its network if the strike drags on, YRC's own labor contract also expires March 31 and "unlike UPS the company is not exactly rolling in dough," Ross added. He cut his price target on YRC shares to $7 from $15.
AMZN Amazon.com
$1,627.58

35.74 (2.25%)

02/12/19
DADA
02/12/19
NO CHANGE
Target $60
DADA
Underperform
DA Davidson reiterates $60 target on Wayfair citing Amazon 'encroachment'
In a research earlier today titled "Encroachment Is a 5-Yard Penalty," DA Davidson analyst Tom Forte reiterated an Underperform rating on Wayfair with a $60 12-18 month price target. The stock in morning trading is up 1% to $120.89. Amazon.com (AMZN) announced yesterday that it was launching two private-label furniture brands in the U.K., Forte wrote to investors. The analyst sees the news as "yet another indication" of Amazon's intent to expand its efforts in the home category, including furniture. Yesterday's announcement follows Amazon's decision last December to lower third-party selling fees for the furniture category, the analyst points out. Forte views Amazon's efforts to ramp its sales in the home category as an increasing threat for Wayfair. Further, the analyst is monitoring the potential sale of Overstock's (OSTK) legacy home e-commerce business, as he thinks a sale to a large bricks and mortar retailer could also result in additional competition for Wayfair.
02/08/19
SUSQ
02/08/19
UPGRADE
Target $30
SUSQ
Positive
Air Transport Services upgraded to Positive, target raised to $31 at Susquehanna
As reported previously, Susquehanna analyst Christopher Stathoulopoulos upgraded Air Transport Services (ATSG) to Positive from Neutral. The analyst cited its extended agreement with Amazon (AZMN), which puts its growth still in the early-innings as he sees low double-digit block hour growth in 2019 as achievable. Stathoulopoulos raised his price target to $30 from $21 on Air Transport Services shares.
02/07/19
MSCO
02/07/19
NO CHANGE
Target $99
MSCO
Overweight
PayPal acceptance growth still best of any digital wallet, says Morgan Stanley
Morgan Stanley analyst James Faucette said the most common question he has gotten for the past several weeks on PayPal (PYPL) has been, "Why is the stock underperforming so much since the beginning of 2019?" He believes PayPal's recent plateauing probably has more to do with other stocks than anything stock-specific, stating that Visa (V) and MasterCard (MA) "really have arguably had their best buying opportunities in years" and he would not be surprised to see PayPal "tread water" until those two stocks retake their respective highs. Another common thread in talks has been increasing concern that other digital wallets from Amazon (AMZN), Apple (AAPL) and others may be closing the acceptance gap, though he thinks that "speculation is flatly wrong." Dating back to March 2016, PayPal has had the fastest acceptance growth among all digital wallets, outpacing all the other wallets that he can reliably track, Faucette tells investors. He maintains an Overweight rating and $99 price target on PayPal shares.
02/05/19
JPMS
02/05/19
NO CHANGE
Target $1250
JPMS
Overweight
JPMorgan keeps Overweight on Alphabet but continues to prefer other FANGs
Alphabet's (GOOG) Q4 "continues to prove challenging on the bottom line" as the company now had a string of lighter than expected Q4's in terms of operating income and margins, JPMorgan analyst Doug Anmuth tells investors in a post-earnings research note. While the quarter is seasonally strong for advertising, it also comes with higher content costs for YouTube, more marketing spending, and a spike in low-margin hardware, says the analyst. Overall, though, Anmuth believes Alphabet continues to execute well as evidenced by both the acceleration and long-term stability in its sales growth. He maintains an Overweight rating on the shares, but prefers other FANG names Facebook (FB), Amazon (AMZN) and Netflix (NFLX) to Google. The analyst lowered his price target for the latter to $1,250 from $1,270.

TODAY'S FREE FLY STORIES

LX

LexinFintech

$10.32

0.03 (0.29%)

07:08
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W

Wayfair

$117.14

-0.87 (-0.74%)

07:08
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Wayfair reports 15.2M active customers, up 37.9% year-over-year »

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CRM

Salesforce

$159.66

1.12 (0.71%)

07:08
02/22/19
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07:08
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07:08
Recommendations
Salesforce analyst commentary  »

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RUTH

Ruth's Hospitality

$25.01

0.35 (1.42%)

07:07
02/22/19
02/22
07:07
02/22/19
07:07
Earnings
Ruth's Hospitality reports Q4 EPS ex-items 50c, consensus 49c »

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  • 22

    Feb

SRE

Sempra Energy

$117.67

0.5 (0.43%)

07:06
02/22/19
02/22
07:06
02/22/19
07:06
Hot Stocks
Sempra Energy raises annual dividend 8.1% to $3.87 per share »

Sempra Energy announced…

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  • 04

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W

Wayfair

$117.14

-0.87 (-0.74%)

07:05
02/22/19
02/22
07:05
02/22/19
07:05
Earnings
Wayfair reports Q4 adjusted EPS ($1.12), consensus (1.28) »

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  • 22

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FIVE

Five Below

$129.64

-1.05 (-0.80%)

07:05
02/22/19
02/22
07:05
02/22/19
07:05
Downgrade
Five Below rating change  »

JPMorgan downgrades Five…

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AN

AutoNation

$38.37

-0.76 (-1.94%)

07:04
02/22/19
02/22
07:04
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07:04
Hot Stocks
AutoNation reports Q4 same-store revenue $5.3B vs. $5.5B a year ago »

Same-store fourth quarter…

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SPY

SPDR S&P 500 ETF Trust

$277.43

-0.99 (-0.36%)

, SPX

S&P 500

$0.00

(0.00%)

07:04
02/22/19
02/22
07:04
02/22/19
07:04
Periodicals
U.S pinning trade hopes on China's special envoy Liu He, WSJ says »

As the March 1 trade…

SPY

SPDR S&P 500 ETF Trust

$277.43

-0.99 (-0.36%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
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AN

AutoNation

$38.37

-0.76 (-1.94%)

07:03
02/22/19
02/22
07:03
02/22/19
07:03
Hot Stocks
AutoNation announces regional restructuring and cost savings plan »

AutoNation previously…

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SBAC

SBA Communications

$182.45

-0.57 (-0.31%)

07:03
02/22/19
02/22
07:03
02/22/19
07:03
Downgrade
SBA Communications rating change  »

Guggenheim downgrades SBA…

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  • 25

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AN

AutoNation

$38.37

-0.76 (-1.94%)

07:02
02/22/19
02/22
07:02
02/22/19
07:02
Hot Stocks
AutoNation names Carl Liebert as new CEO and President »

AutoNation announced that…

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  • 22

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EADSY

Airbus

$0.00

(0.00%)

, BA

Boeing

$417.48

-4.13 (-0.98%)

07:02
02/22/19
02/22
07:02
02/22/19
07:02
Periodicals
Airbus pushes Indian budget carriers towards widebody operations, Reuters says »

Airbus (EADSY) has been…

EADSY

Airbus

$0.00

(0.00%)

BA

Boeing

$417.48

-4.13 (-0.98%)

03/08/13
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AN

AutoNation

$38.37

-0.76 (-1.94%)

07:01
02/22/19
02/22
07:01
02/22/19
07:01
Hot Stocks
Breaking Hot Stocks news story on AutoNation »

AutoNation announces…

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  • 22

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AN

AutoNation

$38.37

-0.76 (-1.94%)

07:00
02/22/19
02/22
07:00
02/22/19
07:00
Earnings
AutoNation reports Q4 cont ops EPS $1.02, consensus $1.15 »

Reports Q4 revenue $5.4B,…

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  • 22

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GSK

GlaxoSmithKline

$40.57

-0.193 (-0.47%)

, RYCEY

Rolls-Royce

$0.00

(0.00%)

06:59
02/22/19
02/22
06:59
02/22/19
06:59
Hot Stocks
SFO ends investigations into Rolls-Royce and GlaxoSmithKline »

The Director of the…

GSK

GlaxoSmithKline

$40.57

-0.193 (-0.47%)

RYCEY

Rolls-Royce

$0.00

(0.00%)

03/08/13
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  • 18

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COT

Cott Corp.

$15.58

0.02 (0.13%)

06:58
02/22/19
02/22
06:58
02/22/19
06:58
Earnings
Breaking Earnings news story on Cott Corp. »

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  • 22

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TAHO

Tahoe Resources

$3.67

-0.12 (-3.17%)

06:58
02/22/19
02/22
06:58
02/22/19
06:58
Hot Stocks
Breaking Hot Stocks news story on Tahoe Resources »

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TSLA

Tesla

$291.18

-11.33 (-3.75%)

06:57
02/22/19
02/22
06:57
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06:57
Periodicals
Tesla 'rolls out' Model 3 in China ahead of schedule, Reuters says »

Tesla has started…

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  • 25

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PSO

Pearson

$11.55

-0.195 (-1.66%)

06:57
02/22/19
02/22
06:57
02/22/19
06:57
Earnings
Pearson sees FY19 adjusted EPS 56.5p-62p »

Pearson said: "2018…

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DBX

Dropbox

$25.58

0.1 (0.39%)

06:57
02/22/19
02/22
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06:57
Upgrade
Dropbox rating change  »

Dropbox upgraded to Buy…

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  • 25

    Feb

PLNT

Planet Fitness

$58.26

-0.18 (-0.31%)

06:56
02/22/19
02/22
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06:56
Upgrade
Planet Fitness rating change  »

Planet Fitness upgraded…

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  • 26

    Feb

PSO

Pearson

$11.55

-0.195 (-1.66%)

06:55
02/22/19
02/22
06:55
02/22/19
06:55
Earnings
Pearson reports preliminary 2018 revenue down 1% in underlying terms »

Total underlying revenue…

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CONE

CyrusOne

$52.44

-4.75 (-8.31%)

06:55
02/22/19
02/22
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06:55
Downgrade
CyrusOne rating change  »

CyrusOne downgraded to…

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  • 11

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NDLS

Noodles & Company

$7.46

0.1 (1.36%)

06:54
02/22/19
02/22
06:54
02/22/19
06:54
Upgrade
Noodles & Company rating change  »

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