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CVS

CVS Health

$72.76

0.655 (0.91%)

18:58
01/13/20
01/13
18:58
01/13/20
18:58

CVS Health CEO: We are very excited about the HealthHubs

In an interview on CNBC's Mad Money, CVS Health CEO Larry Merlo said, "We are seeing great utilization of the HealthHub services and are committed to have about 600 Hubs by end of the year." When asked about the Aetna acquisition, Merlo said, "We've repaid about $8B of debt from the Aetna deal. We have ample cash to pay back the debt. We are comfortable with the trajectory we're on."

  • 13

    Jan

CVS CVS Health
$72.76

0.655 (0.91%)

12/17/19
SPHN
12/17/19
NO CHANGE
SPHN
Health insurance tax repeal a 'major unanticipated win' for MCOs, says Stephens
Stephens analyst Scott Fidel noted that the spending bill that Congress will vote on this week to avoid a shutdown includes an amendment to the Affordable Care Act that will permanently repeal the health insurance tax, or HIF, and also fully repeal the medical device and Cadillac taxes. A permanent repeal of the HIF is "a major unanticipated win" for managed care organization stocks, said Fidel, who sees Humana (HUM) having the most EPS upside to consensus 2021 estimates based on this news. A HIF repeal should also "significantly increase" accretion for Centene (CNC) from its pending merger with WellCare (WCG), added Fidel. Other MCOs include Molina Healthcare (MOH), UnitedHealth (UNH) and CVS Health's (CVS) Aetna.
12/19/19
OPCO
12/19/19
NO CHANGE
OPCO
ACA 'status quo' pushes off overhang on hospital, MCO stocks, says Oppenheimer
Oppenheimer analyst Michael Wiederhorn noted that the Fifth Circuit Court of Appeals upheld the ruling that the Affordable Care Act's individual mandate is unconstitutional, but sent the ACA case back to the lower court to reconsider, which he believes was in line with most opinions of what would happen. The ACA uncertainty overhang is "not going away any time soon," but "neither is the ACA," which pushes off another overhang that has been plaguing ACA-impacted stocks such as Medicaid Managed Care Organizations and hospitals, contends Wiederhorn. Publicly traded companies in the medical insurance space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG). Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS).
12/19/19
JPMS
12/19/19
NO CHANGE
Target $97
JPMS
Overweight
JPMorgan calls CVS top sector pick for 2020, boosts price target to $97
JPMorgan analyst Lisa Gill named CVS Health (CVS) her top pick in Healthcare Technology & Distribution for 2020. The analyst also raised her price target for the shares to $97 from $88 and keeps an Overweight rating on the name. For 2020 the analyst continues to like names that align with the consumerism of healthcare theme. Patients are becoming educated consumers as they are increasingly paying for their own healthcare, Gill tells investors in a research note. She continues to believe CVS is best positioned to capitalize on this theme. The analyst also favors consumer-centric Overweight-rated names Teladoc (TDOC), LabCorp (LH), and Phreesia (PHR). Her price target for Teladoc has been raised to $94 from $83.
12/24/19
SPHN
12/24/19
NO CHANGE
SPHN
Kentucky Medicaid rebidding news a disappointment for Molina, says Stephens
Stephens analyst Scott Fidel noted that Kentucky Governor Andy Beshear announced yesterday that he is canceling and rebidding the state's Medicaid managed care contracts announced last month by his predecessor. Passport Health, which is in the process of being bought by Evolent Health (EVH), lost its contract, which created media and political pushback as it is a locally based plan financially dependent on Kentucky Medicaid, noted Fidel. He said the contract rebidding is a "disappointment" for Molina Healthcare (MOH) since the award would have helped to offset the hit from the disappointing Texas Star+Plus results. Anthem (ANTM), which also lost out in the prior process, will also get another chance to retain its incumbency, added Fidel, who also pointed out that CVS Health's (CVS) Aetna, Humana (HUM), UnitedHealth (UNH) and WellCare (WCG) were the awardees along with Molina in the first, now scuttled, process.

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WINS

Wins Finance

$12.50

-1.2 (-8.76%)

13:58
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MSFT

Microsoft

$167.06

0.82 (0.49%)

13:55
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Microsoft price target raised to $175 from $160 at Stifel »

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SFTBY

SoftBank

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

13:52
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Periodicals
Softbank says WeWork still good business at core, Bloomberg reports »

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SFTBY

SoftBank

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SFTBF

SoftBank

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WE

We Company

$0.00

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  • 12

    Feb

EGLE

Eagle Bulk Shipping

$4.25

-0.03 (-0.70%)

13:40
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13:40
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Conference/Events
Eagle Bulk Shipping to host conference call »

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  • 16

    Feb

SMUUY

Siam Commercial Bank

$0.00

(0.00%)

13:39
01/20/20
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13:39
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13:39
Downgrade
Siam Commercial Bank rating change  »

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SMUUY

Siam Commercial Bank

$0.00

(0.00%)

13:38
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13:38
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13:38
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Siam Commercial Bank rating change  »

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SMUUY

Siam Commercial Bank

$0.00

(0.00%)

13:37
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13:37
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13:37
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Siam Commercial Bank rating change  »

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SMUUY

Siam Commercial Bank

$0.00

(0.00%)

13:37
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13:37
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13:37
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Siam Commercial Bank rating change  »

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CNVVY

ConvaTec

$0.00

(0.00%)

13:35
01/20/20
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13:35
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13:35
Downgrade
ConvaTec rating change  »

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13:35
01/20/20
01/20
13:35
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13:35
General news
FX Summary: Activity was moribund »

FX Summary: Activity was…

KSU

Kansas City Southern

$166.57

4.77 (2.95%)

13:31
01/20/20
01/20
13:31
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13:31
Recommendations
Kansas City Southern analyst commentary  »

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CRM

Salesforce

$182.16

-0.53 (-0.29%)

13:06
01/20/20
01/20
13:06
01/20/20
13:06
Recommendations
BMO keeps 'top pick' status on Salesforce, boosts price target to $210 »

BMO Capital analyst Keith…

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  • 16

    Mar

SNYYF

Sany Heavy

$0.00

(0.00%)

12:56
01/20/20
01/20
12:56
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12:56
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Sany Heavy rating change  »

Sany Heavy upgraded to…

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ATDRY

Auto Trader Group

$0.00

(0.00%)

12:52
01/20/20
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12:52
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Auto Trader Group rating change  »

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AIOSF

Atresmedia

$0.00

(0.00%)

12:50
01/20/20
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12:50
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12:50
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Atresmedia rating change  »

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LGDDF

Lagardere

$0.00

(0.00%)

12:48
01/20/20
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12:48
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12:48
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Lagardere rating change  »

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WPP

WPP

$66.38

-0.34 (-0.51%)

12:47
01/20/20
01/20
12:47
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12:47
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WPP rating change  »

WPP downgraded to Neutral…

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WTKWY

Wolters Kluwer

$0.00

(0.00%)

12:46
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Wolters Kluwer rating change  »

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CIOXY

Cielo

$0.00

(0.00%)

12:43
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12:43
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Cielo rating change  »

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  • 28

    Jan

10:35
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General news
Taking an "irrationally bullish" view of U.S. and global stock markets »

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General news
Oil Action: Front-month WTI futures are up 0.7% »

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07:00
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General news
FX Update: All quiet on the forex front »

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06:40
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General news
FX Action: USD-JPY has gone into narrow-range mode »

FX Action: USD-JPY has…

HRB

H&R Block

$24.48

-0.48 (-1.92%)

04:55
01/20/20
01/20
04:55
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04:55
Conference/Events
H&R Block management to meet with Oppenheimer »

Meetings to be held in…

03/08/13
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  • 20

    Jan

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  • 22

    Jan

AMRC

Ameresco

$19.78

-0.1 (-0.50%)

04:55
01/20/20
01/20
04:55
01/20/20
04:55
Conference/Events
Ameresco management to meet with Roth Capital »

Meetings to be held in…

03/08/13
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  • 20

    Jan

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    Jan

  • 22

    Jan

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