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CNC Centene $63.68 (0.00%) , SNPS Synopsys $100.63 (0.00%) … 09:43 02/14/19 02/14 09:43 02/14/19 09:43 Hot Stocks	Jana buys Centene and Synopsys in Q4, sells out of Electronic Arts » Barry Rosenstein's… Barry Rosenstein's Jana Partners disclosed in a regulatory filing its holdings as of December 31, 2018. Jana made eight new buys during the fourth quarter, including, by size of position, Centene (CNC), Synopsys (SNPS), Salesforce (CRM), Worldpay (WP) and MasterCard (MA). Jana exited 23 positions during the quarter, including by size of previous position, Electronic Arts (EA), Keurig Dr Pepper (KDP), Alibaba (BABA), Agilent (A) and Hain Celestial (HAIN). Jana increased its stake in nine holdings, including by size, Conagra Brands (CAG), New Oriental Education (EDU), Microsoft (MSFT), Carvana (CVNA), Tiffany (TIF) and Adobe (ADBE). The fund reduced its stake in 12 holdings, including by size Zimmer Biomet (ZBH), HD Supply (HDS), Apple (AAPL), Exact Sciences (EXAS), Falcon Minerals (FLMN) and First Data (FDC). Jana's top holdings as of December 31, in order of size, were Conagra, Zimmer Biomet, HD Supply, Tiffany and Jack in the BOX (JACK). CNC Centene $63.68 (0.00%) SNPS Synopsys $100.63 (0.00%) CRM Salesforce $160.36 (0.00%) WP Worldpay $87.14 (0.00%) MA MasterCard $220.48 (0.00%) EA Electronic Arts $102.25 (0.00%) KDP Keurig Dr Pepper $28.41 (0.00%) BABA Alibaba $169.44 (0.00%) A Agilent $77.26 (0.00%) HAIN Hain Celestial $17.80 (0.00%) CAG Conagra Brands $23.53 (0.00%) EDU New Oriental Education $78.72 (0.00%) MSFT Microsoft $106.78 (0.00%) CVNA Carvana $33.13 (0.00%) TIF Tiffany $90.90 (0.00%) ADBE Adobe $260.21 (0.00%) ZBH Zimmer Biomet $123.49 (0.00%) HDS HD Supply $43.34 (0.00%) AAPL Apple $170.19 (0.00%) EXAS Exact Sciences $89.23 (0.00%) FLMN Falcon Minerals $7.27 (0.00%) FDC First Data $25.02 (0.00%) JACK Jack in the Box $84.06 (0.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Feb 19 Feb 20 Feb 21 Feb 21 Feb 22 Feb 25 Feb 26 Feb 27 Feb 27 Feb 28 Feb 01 Mar 03 Mar 04 Mar 04 Mar 06 Mar 06 Mar 06 Mar 06 Mar 07 Mar 13 Mar 18 Mar 27 Mar 18 May 28 May 16 Jul 17 Jul 26 Sep 27 Sep

Over a week ago
WP Worldpay $83.26 0.115 (0.14%) 07:25 01/29/19 01/29 07:25 01/29/19 07:25 Recommendations	Worldpay analyst commentary at Wedbush » Worldpay price target… Worldpay price target lowered to $100 from $120 at Wedbush. Wedbush analyst Moshe Katr lowered his price target for Worldpay to $100 from $120 to reflect recent 10%-15% multiple contraction for most merchant processing names and F/X headwinds. The analyst reiterates an Outperform rating on the shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	26 Feb
WP Worldpay $83.26 0.115 (0.14%) 16:22 01/28/19 01/28 16:22 01/28/19 16:22 Initiation	Worldpay initiated at Jefferies » Jefferies… Jefferies 'tempered' on Worldpay near-term, starts with Hold rating. Jefferies analyst Michael Del Grosso initiated coverage of Worldpay with a Hold rating and $85 price target. Worldpay is levered to some of the more attractive segments within the payments industry, Del Grosso tells investors in a research note. The analyst, however, struggles to see upside to consensus estimates in 2019 given the macro uncertainty and Worldpay's exposure to the U.K. While he believes the company is positioned to sustain high-single-digit sales and mid-teens earnings growth, Del Grosso says his outlook for the stock is tempered in the near-term. Jefferies had a Buy rating on Worldpay before suspending coverage in 2018. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	26 Feb
WP Worldpay $83.32 0.175 (0.21%) 16:14 01/28/19 01/28 16:14 01/28/19 16:14 Initiation	Worldpay initiated at Jefferies » Worldpay initiated with a… Worldpay initiated with a Hold at Jefferies. Jefferies analyst Michael Del Grosso initiated Worldpay with a Hold and $85 price target. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	26 Feb
WP Worldpay $82.96 -0.185 (-0.22%) 11:00 01/28/19 01/28 11:00 01/28/19 11:00 Options	Repeat option play in Worldpay after analyst action » Repeat option play in… Repeat option play in Worldpay after analyst action. The stock off 40c to $82.80 and 2.7K May 80 - 87.5 risk reversals trade 25c. The same play printed at 5c on 1/17/19 and, like today, appears to be a bullish strategy of selling puts to buy calls. The position captures one earnings report on 2/26. Shares shed 3.1% to $91.13 on 11/8/18 after the last report and dropped another 9% since that time. But Baird analysts elevated the stock to 'Fresh Pick' today ahead of the next report. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	26 Feb

WP Worldpay 09:30 01/28/19 01/28 09:30 01/28/19 09:30 Recommendations	Worldpay analyst commentary at Baird » Worldpay elevated to… Worldpay elevated to Fresh Pick ahead of earnings at Baird. Baird analyst David Koning elevated Worldpay to Fresh Pick ahead of its Q4 earnings. The analyst believes the guidance for 2020 changes the narrative on earnings as he sees an acceleration at the end of 2019. He said the catalyst pattern could carry the shares higher. Koning reiterated his Outperform rating and raised his price target to $110 from $95 on Worldpay shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	26 Feb

Over a month ago
WP Worldpay $78.09 -0.41 (-0.52%) 08:44 01/15/19 01/15 08:44 01/15/19 08:44 Recommendations	Worldpay analyst commentary at Craig-Hallum » Worldpay price target… Worldpay price target lowered to $95 from $110 at Craig-Hallum. Craig-Hallum analyst Bradley Berning lowered his price target for Worldpay to $95 from $110 as FX headwinds and weaker global growth will take away the cushion he had for potential upside to next year's EPS. The analyst reiterates a Buy rating on the shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
WP Worldpay $74.70 2.3 (3.18%) 06:50 01/07/19 01/07 06:50 01/07/19 06:50 Upgrade	Worldpay rating change at MoffettNathanson » Worldpay upgraded to Buy… Worldpay upgraded to Buy from Neutral at MoffettNathanson 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
WP Worldpay $76.28 -0.16 (-0.21%) 07:32 01/02/19 01/02 07:32 01/02/19 07:32 Recommendations	Worldpay analyst commentary at KeyBanc » Worldpay price target… Worldpay price target lowered to $90 from $120 at KeyBanc. KeyBanc analyst Josh Beck lowered his price target for Worldpay to $90 from $120 as FX headwinds and a modest consumer slowdown are likely to surface as despite the fact that it has a heavier non-discretionary skew in the U.S. The analyst remains confident in the potential for the company to outperform cost synergy targets in 2019 and deliver revenue synergies starting in 2020. He reiterates an Overweight rating on the shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
PM Philip Morris $79.09 -2.3 (-2.83%) , WBC Wabco $104.22 1.24 (1.20%) … 10:06 12/18/18 12/18 10:06 12/18/18 10:06 Downgrade	Fly Intel: Top five analyst downgrades » Catch up on today's… Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Philip Morris (PM) downgraded to Underperform from Neutral at Credit Suisse with analyst Alan Erskine saying after conducting a survey of next-generation products users in Japan, the U.S. and the U.K., he believes slower progress in the take-up of heated tobacco products and weaker combustible organic growth will challenge the high-single-digit earnings growth models of Philip Morris and British American Tobacco (BTI). 2. Wabco (WBC) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Courtney Yakavonis saying she is losing conviction that Wabco can return to its "normal" margin and outgrowth framework in FY19, citing rolling global truck markets, recent underperformance in core outgrowth, and sustained margin risks as limiting factors to the previously premium multiple. 3. Kansas City Southern (KSU) and Schneider National (SNDR) were downgraded to Neutral from Overweight at JPMorgan. 4. Illinois Tool Works (ITW) and Flowserve (FLS) were downgraded to Underweight from Equal Weight at Morgan Stanley, while Hubbell (HUBB) was downgraded to Equal Weight from Overweight at Morgan Stanley. 5. Worldpay (WP) downgraded to Outperform from Top Pick at RBC Capital with analyst Daniel Perlin saying while the company trades in line with its peers on a relative price-to-earnings basis, its shares remain attractive given the "conservative" expectations for synergy targets. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. PM Philip Morris $79.09 -2.3 (-2.83%) WBC Wabco $104.22 1.24 (1.20%) KSU Kansas City Southern $96.30 0.47 (0.49%) SNDR Schneider National $19.33 0.21 (1.10%) HUBB Hubbell $103.21 0.705 (0.69%) ITW Illinois Tool Works $128.83 0.7 (0.55%) FLS Flowserve $40.53 -0.2 (-0.49%) WP Worldpay $77.05 0.17 (0.22%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial

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