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Stock Market & Financial Investment News

News Breaks
April 16, 2014
10:49 EDTDPS, SODA, KO, PEP, SBUX, GMCRSodaStream rallies following report of talks to sell stake to American company
Shares of Israel's SodaStream (SODA) are surging after an Israeli website reported that the company was in talks to sell a stake to a major American company. Meanwhile, Keurig Green Mountain (GMCR) - which is developing a product that will compete with SodaStream's at-home soda makers - is falling slightly, despite the up market. WHAT'S NEW: SodaStream has held early stage discussions about selling a 10%-16% stake in itself to a strategic buyer, according to Hebrew language business website Calcalist. SodaStream is talking about selling the shares based on a company valuation of $52 per share, the website stated, adding that SodaStream has had discussions about the matter with PepsiCo (PEP), Dr Pepper Snapple (DPS), or Starbucks (SBUX). The company holding discussions about buying SodaStream is interested in receiving options that would enable it to raise its stake in the company in the future, said Calcalist. WHAT'S NOTABLE: Keurig Green Mountain (GMCR) announced in February that it was partnering with Coca-Cola (KO) to develop its own at-home cold drinks maker, which will compete with SodaStream's products. Coca-Cola took a 10% stake in Keurig Green Mountain and has the option to increase its stake in the future. ANALYST REACTION: In a note to investors earlier today, research firm Stifel called Calcalist's report "unsubstantiated and unlikely." In the past the website reported falsely that PepsiCo was going to purchase SodaStream, noted Stifel analyst Jim Duffy. Additionally, Duffy continues to believe that SodaStream would not be a good partner for a major American company, partly because SodaStream's profit margins aren't high enough and because its profits would not move the needle for a large partner. He kept a Sell rating on SodaStream. PRICE ACTION: In mid-morning trading, SodaStream jumped 8.6% to $40.93 and Keurig Green Mountain shares lost 0.67% to $96.74.
News For SODA;GMCR;PEP;DPS;SBUX;KO From The Last 14 Days
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April 20, 2015
08:10 EDTGMCRKeurig Green Mountain valuation compelling, says Morgan Stanley
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07:21 EDTPEPPepsiCo risk/reward favorable into Q1 results, says Wells Fargo
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07:18 EDTKOCoca-Cola had strong Q1 convenience store sales, says Wells Fargo
After surveying U.S. convenience stores, Wells Fargo estimates that Coca-Cola's convenience store volumes rose 4.1% in Q1, the largest increase in the past four quarters, according to the firm. The firm says that retail prices for Coke's products at convenience stores were up 2.5% in Q1, and it expects the company to report solid U.S. Q1 results.
06:06 EDTGMCRStocks with implied volatility above IV index mean; MNKD GMCR
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April 17, 2015
07:58 EDTKOCoca-Cola to acquire China Culiangwang Beverages for $400M, Reuters reports
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05:56 EDTGMCRStocks with implied volatility above IV index mean; ATHX GMCR
Stocks with implied volatility above IV index mean; Athersys (ATHX) 415, Keurig Green Mountain (GMCR) 52 according to iVolatility.
April 16, 2015
10:26 EDTSBUXBMO Capital upbeat on Starbucks, lukewarm on Dunkin'
BMO Capital initiated coverage of Starbucks (SBUX) with an Outperform rating in a note to investors, citing what it sees as the company's many growth opportunities. The firm was less upbeat on Dunkin' Brands (DNKN), as the firm said that the company faces tougher competition than Starbucks, and advised investors to wait for a more compelling entry point in the stock before buying. WHAT'S NEW: Starbucks' multiple growth opportunities make it somewhat unique among large-cap restaurant stocks, BMO analyst Andrew Streizik contended. The company's U.S. comparative sales have probably bottomed and could begin to reaccelerate, partly due to its innovation, higher food sales, and marketing strength, the analyst believes. Additionally, Starbucks' margin expansion could exceed its long-term guidance, partly due to lower than expected cost of goods and efficiencies from its expansion of food and day parts, according to Streizik. Starbucks could increase the amount of money it returns to shareholders or make accretive acquisitions, given its strong balance sheet, the analyst stated. He set a $56 price target on the stock. Conversely, Streizik said he was worried about the sustainability of Dunkin's U.S. comparative sales, as the company's U.S. comps are two to three times more volatile than those of Starbucks. Dunkin' is more exposed to competition than Starbucks, since Dunkin's drinks are less differentiated than the competition, the analyst stated. Dunkin's need to compete with fast food restaurants, which traditionally offer heavy discounts, makes it more dependent on discounts, added Streizik, who set a $52 price target on the shares. PRICE ACTION: In early trading, Starbucks added 0.2% to $48.25, while Dunkin gained 0.7% to $48.33.
10:00 EDTSBUXOn The Fly: Analyst Initiation Summary
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09:21 EDTGMCRKeurig Green Mountain attractive long-term but challenges remain, says UBS
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05:59 EDTGMCRStocks with implied volatility above IV index mean; ATHX GMCR
Stocks with implied volatility above IV index mean; Athersys (ATHX) 390, Keurig Green Mountain (GMCR) 53 according to iVolatility.
April 15, 2015
17:25 EDTSBUXStarbucks initiated with a Buy at Guggenheim
Target $56.
16:22 EDTSBUXStarbucks initiated with an Outperform at BMO Capital
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11:09 EDTGMCRGreen Mountain Coffee calls active on renewed takeover chatter
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10:50 EDTGMCRRumor: Keurig Green Mountain active amid renewed takeover chatter
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10:00 EDTSBUXOn The Fly: Analyst Initiation Summary
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06:05 EDTSBUXStarbucks initiated with an Outperform at Cowen
Target $56.
April 14, 2015
10:01 EDTSODA, PEP, GMCR, DPS, KOOn The Fly: Analyst Initiation Summary
Today's noteworthy initiations include: AB InBev (BUD) initiated with a Neutral at Susquehanna... AMC Networks (AMCX) initiated with an Overweight at Piper Jaffray... Avery Dennison (AVY) initiated with a Hold at BB&T... Boston Beer (SAM) initiated with a Neutral at Susquehanna... Brocade (BRCD) initiated with a Neutral at Wedbush... Bunge (BG) initiated with an Overweight at Stephens... CIRCOR (CIR) initiated with a Speculative Buy at Global Hunter... Cabot Microelectronics (CCMP) initiated with a Buy at BB&T... Canadian Natural (CNQ) initiated with a Buy at GMP Securities... Cenovus Energy (CVE) initiated with a Hold at GMP Securities... China Distance Education (DL) initiated with a Buy at Brean Capital... Coca-Cola Enterprises (CCE) initiated with a Negative at Susquehanna... Coca-Cola (KO) initiated with a Negative at Susquehanna... Constellation Brands (STZ) initiated with a Neutral at Susquehanna... Discover (DFS) initiated with an Outperform at Wells Fargo... Dr Pepper Snapple (DPS) initiated with a Neutral at Susquehanna... Flex Pharma (FLKS) initiated with a Buy at H.C. Wainwright... Flowserve (FLS) initiated with a Neutral at Global Hunter... Goldman Sachs BDC (GSBD) initiated with a Neutral at BofA/Merrill... ITT Corp. (ITT) initiated with an Accumulate at Global Hunter... Intra-Cellular (ITCI) initiated with an Outperform at RBC Capital... Keurig Green Mountain (GMCR) initiated with a Positive at Susquehanna... Microsemi (MSCC) initiated with a Buy at Topeka... Molson Coors (TAP) initiated with a Positive at Susquehanna... Monster Beverage (MNST) initiated with a Neutral at Susquehanna... New Oriental Education (EDU) initiated with a Hold at Brean Capital... OM Group (OMG) initiated with a Buy at BB&T... Pattern Energy (PEGI) initiated with a Buy at Citigroup... Pentair (PNR) initiated with a Neutral at Global Hunter... PepsiCo (PEP) initiated with a Positive at Susquehanna... Ply Gem (PGEM) initiated with an Overweight at KeyBanc... SodaStream (SODA) initiated with a Positive at Susquehanna... Splunk (SPLK) initiated with an Outperform at Baird... SteadyMed (STDY) initiated with an Outperform at JMP Securities... Suncor (SU) initiated with a Hold at GMP Securities... SuperCom (SPCB) initiated with a Buy at B. Riley... TAL Education (XRS) initiated with a Buy at Brean Capital... Tarena (TEDU) initiated with a Buy at Brean Capital... Ulta Salon (ULTA) initiated with a Buy at Evercore ISI... Versartis (VSAR) initiated with a Buy, $50 target at SunTrust... WisdomTree (WETF) initiated with a Market Perform at Keefe Bruyette... uniQure (QURE) initiated with a Buy at Roth Capital.
09:28 EDTKOCoca-Cola initiated with a Negative at Susquehanna
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08:33 EDTSBUXGoldman recommends buying Starbucks and Dunkin' Brands into earnings
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06:08 EDTGMCRStocks with implied volatility above IV index mean; GMCR HOT
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