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ANTM

Anthem

$244.04

4.41 (1.84%)

05:29
04/23/19
04/23
05:29
04/23/19
05:29

Anthem initiated with a Buy at UBS

UBS analyst Whit Mayo started Anthem with a Buy rating and $294 price target. The analyst forecasts "industry-leading" 20% earnings growth through 2020. Current share levels price in negative long-term growth, resemble 2012-2013 sector discounts, and offer up a favorable 2.2:1 upside/downside, Mayo tells investors in a research note.

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ANTM Anthem
$244.04

4.41 (1.84%)

03/28/19
GSCO
03/28/19
NO CHANGE
GSCO
Federal judge blocking Medicaid work rule positive for MCOs, says Goldman Sachs
Goldman Sachs analyst Stephen Tanal noted that Politico reported that a federal judge ruled for the second time to block new work requirements as a condition for Medicaid eligibility in Kentucky and Arkansas, calling the ruling an incremental positive for Managed Care and Provider companies. MCOs whose primary business is Medicaid managed care are most exposed to this theme, said Tanal, who lists Molina (MOH), WellCare (WCG) and Centene (CNC) as three with a higher percentage of MMC lives in states that have submitted waivers requesting approval to impose work requirements. However, the analyst also noted that Kentucky's Governor has already issued an executive order indicating the state would appeal any decision by a court against work requirements and, if unsuccessful, would reverse its Medicaid Expansion program. WellCare, CVS' (CVS) Aetan, Humana (HUM) and Anthem (ANTM) all operate in Kentucky's Medicaid managed care program, the analyst noted.
03/29/19
03/29/19
DOWNGRADE

WellCare downgraded to Hold at Argus on Centene merger
Argus analyst David Toung downgraded WellCare (WCG) to Hold after it agreed to be acquired by Centene (CNC) in a $17.3B deal or at $305.39 per share. The analyst notes that because the deal would yield an entity that is smaller than the insurance industry giants, it may receive a more favorable treatment from the regulators than the failed Aetna (AET) -Humana (HUM) and Anthem (ANTM)-Cigna (CI) deals, but warns that some antitrust scrutiny is still possible due to overlaps between the companies in a few states. Toung adds that the new company would have "strengths in Medicare Advantage and Medicaid, both of which are growing markets."
04/17/19
SPHN
04/17/19
NO CHANGE
SPHN
Issues facing healthcare sector now 'modest' compared to 2008-10, says Stephens
Stephens analyst Scott Fidel noted that the managed care group has sharply underperformed the S&P 500 over the last month amid "political rhetoric" around point-of-sale drug rebates and Medicare for all policy proposals, though he believes the issues facing the sector right now "seem modest in comparison" to the "dark days of 2008-2010." While recent Medicare for all proposals have rattled investors, "they will face enormous uphill battles," Fidel tells investors. Hospital stocks have outperformed MCOs year-to-date, but the group declined about 9% yesterday and underperformed the MCO group, which Fidel attributes to acknowledgement by industry bellwether UnitedHealth (UNH) of the significant disruptive nature of Medicare for all, which may have sparked additional fears, as well as one less calendar day being called out by UnitedHealth as benefiting Q1 MLRs and Johnson & Johnson's (JNJ) earnings call commentary on declining sequential hospital admissions from Q4. Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). Publicly traded companies in the managed care space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
04/18/19
LEER
04/18/19
NO CHANGE
LEER
Medicare-For-All risk overblown, investors should buy MCOs, says SVB Leerink
SVB Leerink analyst Ana Gupte believes Medicare-For-All risk is overblown, not the same as 2008/09, and recommends investors step in now to buy MCOs. The analyst believes it is a "once in a decade opportunity" to get high quality names at these depressed multiples, with UnitedHealth (UNH), Anthem (ANTM), and Humana (HUM) being her favorites.

TODAY'S FREE FLY STORIES

03:25
08/21/19
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FX Action: USD-CAD yesterday matched the two-month high »

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HA

Hawaiian Holdings

$25.44

0.31 (1.23%)

21:12
08/20/19
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21:12
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21:12
Downgrade
Hawaiian Holdings rating change at Stifel »

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MHK

Mohawk

$112.98

-1.05 (-0.92%)

21:06
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21:06
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21:06
Upgrade
Mohawk rating change at Wells Fargo »

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SNV

Synovus

$35.18

-0.78 (-2.17%)

21:01
08/20/19
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21:01
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Initiation
Synovus initiated at DA Davidson »

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BXS

BancorpSouth

$27.49

-0.415 (-1.49%)

20:59
08/20/19
08/20
20:59
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20:59
Initiation
BancorpSouth initiated at DA Davidson »

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UCBI

United Community Banks

$26.63

-0.36 (-1.33%)

20:57
08/20/19
08/20
20:57
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20:57
Initiation
United Community Banks initiated at DA Davidson »

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RNST

Renasant

$33.20

-0.375 (-1.12%)

20:57
08/20/19
08/20
20:57
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20:57
Initiation
Renasant initiated at DA Davidson »

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  • 23

    Sep

FCCO

First Community

$18.31

(0.00%)

20:57
08/20/19
08/20
20:57
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20:57
Initiation
First Community initiated at DA Davidson »

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20:25
08/20/19
08/20
20:25
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20:25
Conference/Events
Cantor Fitzgerald tech analyst to hold an analyst/industry conference call »

Technology & Business…

LOW

Lowe's

$98.04

3.07 (3.23%)

, TGT

Target

$85.57

-0.34 (-0.40%)

20:25
08/20/19
08/20
20:25
08/20/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

LOW

Lowe's

$98.04

3.07 (3.23%)

TGT

Target

$85.57

-0.34 (-0.40%)

ADI

Analog Devices

$110.35

-0.8 (-0.72%)

PLCE

Children's Place

$78.06

-2.6 (-3.22%)

03/08/13
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GOOG

Alphabet

$1,183.43

-14.58 (-1.22%)

, GOOGL

Alphabet Class A

$1,184.26

-15.68 (-1.31%)

19:02
08/20/19
08/20
19:02
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19:02
Periodicals
YouTube intends to end targeted ads on videos aimed at children, Bloomberg says »

In an effort to satisfy…

GOOG

Alphabet

$1,183.43

-14.58 (-1.22%)

GOOGL

Alphabet Class A

$1,184.26

-15.68 (-1.31%)

03/08/13
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HMNY

Helios and Matheson

$0.00

(0.00%)

18:59
08/20/19
08/20
18:59
08/20/19
18:59
Periodicals
MoviePass exposed card data of thousands of customers, TechCrunch says »

MoviePass, which is…

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PLM

PolyMet Mining

$0.34

-0.0125 (-3.60%)

18:49
08/20/19
08/20
18:49
08/20/19
18:49
Hot Stocks
PolyMet Mining reports court declined to hear petition for environmental review »

Poly Met Mining inc., a…

03/08/13
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AAL

American Airlines

$25.83

-0.27 (-1.03%)

18:24
08/20/19
08/20
18:24
08/20/19
18:24
Hot Stocks
American Airlines to pay $22.1M to settle DOJ false claims act allegations »

The U.S. Justice…

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LZB

La-Z-Boy

$30.55

-1.325 (-4.16%)

, URBN

Urban Outfitters

$20.93

0.07 (0.34%)

18:17
08/20/19
08/20
18:17
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18:17
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS:…

LZB

La-Z-Boy

$30.55

-1.325 (-4.16%)

URBN

Urban Outfitters

$20.93

0.07 (0.34%)

LEDS

SemiLEDs

$2.22

-0.05 (-2.20%)

NRZ

New Residential

$14.14

-0.115 (-0.81%)

NDSN

Nordson

$135.43

-1.79 (-1.30%)

CREE

Cree

$58.19

-0.09 (-0.15%)

SCSC

Scansource

$31.23

-0.56 (-1.76%)

JKHY

Jack Henry

$140.79

-0.72 (-0.51%)

TSLA

Tesla

$225.70

-1.05 (-0.46%)

WMT

Walmart

$112.12

-1.64 (-1.44%)

03/08/13
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LEDS

SemiLEDs

$2.22

-0.05 (-2.20%)

18:06
08/20/19
08/20
18:06
08/20/19
18:06
Hot Stocks
SemiLEDs receives offer from Chinese investor to acquire 680K shares »

On August 17, 2019,…

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CE

Celanese

$111.76

-0.72 (-0.64%)

18:01
08/20/19
08/20
18:01
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18:01
Hot Stocks
Celanese announces ethyl acetate price increase in Europe »

Celanese Corporation…

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WMT

Walmart

$112.12

-1.64 (-1.44%)

17:50
08/20/19
08/20
17:50
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17:50
Hot Stocks
Walmart's Furner sells nearly 8,000 common shares »

In a regulatory filing,…

03/08/13
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SPY

SPDR S&P 500 ETF Trust

$290.03

-2.28 (-0.78%)

, SPX

S&P 500

$0.00

(0.00%)

17:49
08/20/19
08/20
17:49
08/20/19
17:49
Periodicals
Bond manager Gundlach says Fed 'has lost control,' Reuters reports »

According to often quoted…

SPY

SPDR S&P 500 ETF Trust

$290.03

-2.28 (-0.78%)

SPX

S&P 500

$0.00

(0.00%)

QQQ

Invesco QQQ Trust

$186.99

-1.3 (-0.69%)

DIA

Diamonds Fund ETF

$259.61

-1.71 (-0.65%)

SMH

Market Vectors Semiconductor

$113.43

-0.64 (-0.56%)

03/08/13
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URBN

Urban Outfitters

$20.93

0.07 (0.34%)

17:45
08/20/19
08/20
17:45
08/20/19
17:45
Earnings
Urban Outfitters CEO says Q2 was 'difficult quarter' for the company »

Urban Outfitter CEO…

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17:45
08/20/19
08/20
17:45
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17:45
General news
Breaking General news story  »

Federal Reserve Board of…

BA

Boeing

$331.94

-1.82 (-0.55%)

17:41
08/20/19
08/20
17:41
08/20/19
17:41
Hot Stocks
Boeing awarded $154.89M Army contract modification to procure Apache helicopters »

Boeing was awarded a…

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  • 03

    Sep

CGC

Canopy Growth

$27.21

0.48 (1.80%)

17:35
08/20/19
08/20
17:35
08/20/19
17:35
Hot Stocks
GTEC provides update on acquisition of Canopy Growth cultivation facility »

GTEC Holdings provided an…

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