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February 26, 2014
10:00 EDTTDC, MAS, GBCI, UNT, SQI, BIN, ARIA, RL, ARMS, FCH, LNKD, EXLP, KR, BRSOn The Fly: Analyst Upgrade Summary
Bristow Group (BRS) upgraded to Overweight from Equal Weight at Barclays... Exterran Partners (EXLP) upgraded to Outperform from Neutral at Credit Suisse... Felcor Lodging (FCH) upgraded to Outperform from Market Perform at JMP Securities... Kroger (KR) upgraded to Overweight from Neutral at JPMorgan... LinkedIn (LNKD) upgraded to Outperform from Sector Perform at RBC Capital... Masco (MAS) upgraded to Hold from Underweight at KeyBanc... Ralph Lauren (RL) upgraded to Outperform from Market Perform at Wells Fargo... SciQuest (SQI) upgraded to Buy from Hold at Canaccord... Teradata (TDC) upgraded to Buy from Neutral at Longbow... ARIAD (ARIA) upgraded to Buy from Hold at Maxim... Unit Corp. (UNT) upgraded to Outperform from Sector Perform at Howard Weil... Amyris (AMRS) upgraded to Market Perform from Underperform at Cowen... Progressive Waste (BIN) upgraded to Outperform from Neutral at Credit Suisse... Glacier Bancorp (GBCI) upgraded to Buy from Neutral at DA Davidson.
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August 28, 2015
13:43 EDTARIABlood cancer drug makers rise amid speculation of Baxalta talks
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13:04 EDTARIAARIAD ticking back up for potential retest of the high of the day
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12:36 EDTARIAARIAD jumps 15% after report on Baxalta pursuit of oncology drug maker
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10:02 EDTTDCOn The Fly: Analyst Downgrade Summary
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09:10 EDTKRKroger 'particularly attractive' in current environment, says Citi
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07:24 EDTTDCTeradata downgraded to Neutral from Overweight at Atlantic Equities
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August 27, 2015
11:42 EDTRLPVH Corp. rises after Q2 results top estimates, FY15 outlook raised
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10:19 EDTARIAOptions with decreasing implied volatility
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August 26, 2015
08:34 EDTBINProgressive Waste renews NCIB
Progressive Waste Solutions announced that it has received approval from the Toronto Stock Exchange to renew, for a 12-month-period, its normal course issuer bid, or NCIB, effective August 28.
August 25, 2015
14:37 EDTKRKroger ratifies agreement with UFCW Local 1059
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August 24, 2015
16:48 EDTBRSBristow Group files automatic mixed securities shelf
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August 23, 2015
14:15 EDTTDCTeradata shares remain unattractive, Barron's says
Teradata shares saw a positive blip after a recently-announced $500M repurchase program, but the stock is still "best viewed from the sidelines," Barron's contends in its 'Follow Up' column, citing the likelihood of multiple contractions and earnings revisions. Reference Link
August 20, 2015
16:45 EDTTDCTeradata authorizes $500M share repurchase increase
Teradata has authorized an additional $500M for share repurchases, expiring August 20, 2018, under its general open market share repurchase program. The company now has total authorization of approximately $860M when the new $500M authorization is combined with the $360M still remaining from the current outstanding authorization.
10:22 EDTLNKDAfter meeting with CEO, JPMorgan says buy LinkedIn
After meeting with LinkedIn's CEO Jeff Weiner and CFO Steve Sordello, JPMorgan tells investors to buy the stock. Calling the recent decline in the shares a buying opportunity, the firm is upbeat about the outlook for the company's Talent, Marketing, and Sales Navigation units. WHAT'S NEW: Talent has performed well since the company assigned new sales professionals to most of its accounts in the first quarter, JPMorgan analyst Doug Anmuth quoted LinkedIn as saying. Additionally, the company improved Talent by enabling users to search by key criteria such as hiring volume and overall spending potential, Anmuth believes. Meanwhile, LinkedIn is improving Marketing by replacing display ads with sponsored updates which have higher click through rates and pricing, the analyst added. As a result of this change, Marketing's growth could reaccelerate in 2016, Anmuth contended. Additionally, LinkedIn's recently acquired online learning website,, is "just beginning to ramp," and its Sales Navigation unit is poised to make bigger deals with corporations, Anmuth believes. The analyst kept a $300 price target and Overweight rating on the shares. WHAT'S NOTABLE: On August 13, research firm Stifel called LinkedIn its "best emerging large cap idea." The firm expects positive catalysts to emerge for the company in the second half of 2015. It kept a Buy rating on the shares. PRICE ACTION: In early trading, LinkedIn lost 0.7% to $188.
06:57 EDTLNKDLinkedIn pullback a buying opportunity, says JPMorgan
JPMorgan analyst Doug Anmuth recommends using the recent pullback in shares of LinkedIn as a buying opportunity. After meeting with management, including CEO Jeff Weiner and CFO Steve Sordello, Anmuth reiterates an Overweight rating on the stock. Management's tone was upbeat as Talent metrics have improved, the analyst points out. He keeps a $300 price target on the name.
06:20 EDTRLRalph Lauren confirms launch of PoloTech smartshirt
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06:04 EDTRLRalph Lauren plans launch of wearable-tech shirt for men, WSJ reports
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August 19, 2015
07:59 EDTMASMasco management to meet with UBS
Meetings to be held in Santa Clara on August 25 and in Tacoma on August 26 hosted by UBS.
07:54 EDTLNKDLinkedIn management to meet with Pacific Crest
Meeting to be held on the West Coast on August 25 hosted by Pacific Crest.
07:38 EDTUNTEnerCom to hold a conference
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