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Stock Market & Financial Investment News

News For PRO;PM;ZMH;CMCSA;MOH;UTIW;GRPN;PL;AHS;MDU;WU;NNA;IRWD;BPL From The Last 14 Days
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November 12, 2014
12:56 EDTCMCSAFCC chairman disagrees with Obama on Internet rules, Washington Post says
FCC Chairman Tom Wheeler told the executives of major Internet companies that he favors a more nuanced solution for regulating the Internet than the one suggested by President Obama, according to The Washington Post. Wheeler said he would "try to split the baby" between the president's proposal and the agenda of Internet executives who don't want the rules to affect their business, the newspaper stated, citing four unnamed sources who attended a meeting with Wheeler. Comcast (CMCSA), Time Warner Cable (TWC), Verizon (VZ), Cablevision (CVC) ,and AT&T (T) are major Internet Service Providers. Executives from Google (GOOG) and Yahoo (YHOO) were at the meeting with Wheeler, the newspaper said. . Reference Link
10:00 EDTCMCSAOn The Fly: Analyst Downgrade Summary
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09:28 EDTCMCSAComcast weakness on Title II pullback a buying opportunity, says Goldman
Goldman recommends buying Comcast on Title II weakness. The firm said Comcast's business practices are largely in-line with the proposed rules, suggesting minimal impact to operations. The firm reiterates its Buy rating and $65 price target.
08:58 EDTMOHManaged Care earnings risk low from King vs. Burwell, says Leerink
Leerink believes the Supreme Court decision to the King vs. Burwell case carries low earnings risk for Managed Care companies. The case to determine the legality of Exchange subsidies administered by the Federal Government carries less than 2% and 3% of earnings risk for 2014 and 2015 estimates, respectively, Leerink believes. The firm says Humana (HUM) and Cigna (CI) are currently losing money on Exchanges, and thus could benefit from any Federal Exchange membership loss. Leerink lists Aetna (AET), Centene (CNC), WellPoint (WLP) and Molina Healthcare (MOH) as being most impacted.
08:19 EDTCMCSAComcast downgraded to Hold from Buy at Maxim
Maxim downgraded Comcast to Hold saying the company's Internet pricing power could be negatively impacted from potential net neutrality legislation. The firm prefers to wait on the sidelines pending greater clarity into potential Title II legislation.
07:45 EDTCMCSAARRIS should be bought on weakness, says RBC Capital
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07:42 EDTGRPNGroupon price target raised to $10 from $8 at Brean Capital
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07:10 EDTCMCSAComcast downgraded to Hold from Buy at Maxim
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November 11, 2014
18:19 EDTCMCSACBS, Disney look to block FCC Comcast merger disclosures, Bloomberg says
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13:36 EDTCMCSATime Warner Cable and Comcast mentioned positively at Evercore ISI
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12:55 EDTMOHWorkarounds to likely protect insurers from Supreme Court decision, says Wedbush
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12:38 EDTGRPNGroupon reports 53M total customers, sold 88M Groupons in the last quarter
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11:17 EDTCMCSAComcast volatility up after Obama called for Internet providers to be regulated
Comcast November weekly call option implied volatility is at 28, November and December is at 21, April is at 22; compared to its 26-week average of 19 according to Track Data, suggesting large near term price movement after President Obama called for Internet providers to be regulated.
10:02 EDTGRPNGroupon sets target for 20%+ revenue growth by 2017
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10:00 EDTGRPNGroupon sees FY15 revenue growth 15%+, consensus $3.61B
Groupon sees FY15 AEBITDA growth of 25%. 2015 growth targets in slides for analyst day presentation.
09:59 EDTGRPNGroupon repeats view of Q4 EPS ex-items 2c-4c, consensus 4c
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07:44 EDTCMCSAComcast deal would only be derailed by Title II concessions, says Wells Fargo
After President Obama called for Internet providers to be regulated under Title II, Wells Fargo thinks that Comcast (CMCSA) will only walk away from the Time Warner Cable (TWC) deal if there are significant Title II concessions specifically attached to the deal. The firm suggests, however, that the deal could be restructured if the companies' stock prices continue to fall in reaction to Obama's statement.
07:06 EDTCMCSAObama's call for regulation worries investors in Comcast-TWC deal, WSJ says
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06:36 EDTCMCSANBC exec 'very satisfied' with pace of Super Bowl ad sales, NY Times says
NBC, the broadcast home of Super Bowl XLIX in 2015, is "very satisfied" with the pace of sales of commercial time during the game, reports the New York Times. Seth Winter, the Executive VP for Sales of NBC Sports and NBCUniversal News Groups at NBCUniversal, said "I'm never 'extremely satisfied' until we're sold out... I'm very satisfied with what we see." Winter added that NBC is approaching 90% of the commercial time in the game's being sold to advertisers. Reference Link
05:51 EDTCMCSAStocks with implied volatility movement; HLF CMCSA
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