Seeking Alpha
  • Today - Friday, September 19, 2014

  • 12:16 PM
    • A study sponsored by A+E maintains that TV viewers aren't perturbed by a disabled fast-forward option when watching shows on video-on-demand.
    • The interesting conclusion comes right as major TV networks (DIS, CMCSA, CBS, FOXA, TWX, AMCX, VIA, SNI, MSG, CRWN) are looking to push Live+7 ratings in order to grab more advertising eyeballs.
    • The switch to Live+7 and disabled VOD fast-forwarding is seen as a revenue-saver for the sector with traditional TV viewing in decline.
    | 1 Comment
  • 11:49 AM
    • Tesla Motors (TSLA -2.2%) will need another $6B in capital to meet its ambitions production plans, advises Goldman Sachs analyst Patrick Archambault.
    • The GS report doesn't indicate the investment firm has any advanced knowledge of the direction that Tesla might lean for funding.
    • Archambault uses a time frame of 2017 to 2025 for the bulk of his estimate on the shortfall. Tesla hasn't released capital spending projections out that far.
    | 9 Comments
  • 11:06 AM
    • General Motors (GM -0.5%) will introduce a new higher-end Cadillac model next year in a bid to make a mark in the "elite-class" of the luxury segment.
    • The automaker plans to debut the car in the first half of 2015.
    • An introduction in China is also likely.
    | 5 Comments
  • 10:36 AM
    • Car Inc. launched its IPO in Hong Kong earlier today.
    • The company is the largest car rental company in China with a fleet size of 52.5K vehicles.
    • Hertz (HTZ +0.8%) is a major partner of Car Inc. and pushed in another $30M investment today.
    • Shares of Car Inc. closed 29% over their initial price in Hong Kong trading.
    | 2 Comments
  • 10:15 AM
    • Francesca's (FRAN +4.9%) breaks higher after Buckingham Research upgrades the stock to a Buy rating from Neutral.
    • Shares cleared the $15 mark for the first time since early July before settling back.
    | 1 Comment
  • 10:05 AM
    • Gordmans Stores (GMAN +4.7%) CEO Andrew Hall bought shares in the department store chain's stock this week.
    • Hall added 100K shares at $3.42 a pop.
    • SEC Form 4
    | Comment!
  • 9:45 AM
    • PepsiCo (PEP +0.6%) says it will phase out using equipment with hydroflourcarbons next year.
    • The company says the move, along with other energy-efficient initiatives, will reduce its greenhouse gas emission tally by 18%.
    • The financial impact of the green push wasn't disclosed.
    | Comment!
  • 9:38 AM
    • Barclays initiates coverage on Sprouts Farmers Market (SFM +1.2%) with an Overweight rating and $37 price target.
    • Sprouts issued Q3 comp guidance of 8.5%-9.0% which sets it well above peers.
    | Comment!
  • 9:24 AM
    • Though Home Depot's (NYSE:HD) data breach involved 16M more accounts than Target's (NYSE:TGT), so far the damage to the company and the stock has been lower.
    • While Target disclosed its attack during the peak of the holiday season and saw an immediate drop in store traffic, Home Depot announced its breach during a slower period after the peak summer peak selling season.
    • Wedbush notes that Home Depot also benefited from "data-breach fatigue" in the retail sector.
    | 3 Comments
  • 9:15 AM
    • Shares of Tesla Motors (NASDAQ:TSLA) are lower in early trading.
    • There's some chatter that Goldman Sachs is out with a note saying a capital raise could be in the works for the EV automaker.
    • Nothing official on the matter has been issued by Tesla.
    • TSLA -3.1% premarket to $255.72.
    | 34 Comments
  • 9:09 AM
    • If a mega-merger occurs inside the beer industry, it could advance the debate on the corporate tax law structure in the U.S., reasons WSJ's Ronald Barusch.
    • Though Anheuser-Busch InBev (NYSE:BUD), Heineken (OTCQX:HEINY), and SABMiller (OTCPK:SBMRY) are all domiciled outside of the U.S., and any combination wouldn't involve a tax inversion move, Barush notes the heavy influence of the brewers in the U.S. will highlight again the advantage of setting up headquarters outside U.S.borders for global sellers.
    | Comment!
  • 8:59 AM
    | Comment!
  • 8:34 AM
    • SFX Entertainment (NASDAQ:SFXE) upsizes a senior note offering to $75M.
    • The offering comes on top of a separate $220M senior note issue from the company.
    • Some of the funds may be used to close on SFX acquisitions.
    | Comment!
  • 8:29 AM
    • Brean Capital initiates coverage of Sequential Brands (NASDAQ:SQBG) with a Buy rating on a valuation call.
    • The investment firm sets a $17 price target on shares.
    | Comment!
  • 8:21 AM
    • The boomerang turns around on Anheuser-Busch InBev (NYSE:BUD) after the company was one of the first major NFL sponsors to call out the league for its handling of recent scandals.
    • The global brewer has been a target of criticism from some consumer groups and in editorials for being the wrong company to take the moral high ground .
    • The Daily Show didn't go easy on A-B (video clip) one little bit.
    | 5 Comments
  • 8:07 AM
    • Lululemon (NASDAQ:LULU) would make an "ideal" acquisition for VFC Corp., reasons KeyBanc.
    • The investment firm thinks VFC could swing paying a 30% premium for LULU in what would be a highly-accretive combination.
    • Deal breakdown: VFC brings strengths in product quality and store operations, while Lululemon has the strong brand in the high-growth active lifestyle category.
    • LULU +0.7% premarket, VFC +1.0% off of a KeyBanc upgrade.
    | Comment!
  • 7:59 AM
    • KeyBanc lifts its rating on VFC Corp. (NYSE:VFC) to a Buy rating from Hold after taking in the company's Analyst Day.
    • VFC has a "systematic" process to make good brands great, says analyst Edward Yruma.
    • The investment firm raises its estimates for 2015 EPS to $3.56 on confidence in the Timberland brand.
    • VFC +1.0% premarket
    | Comment!
  • 7:51 AM
    • A shareholder with Nike (NKE +0.6%) asked the company during its annual meeting yesterday if recent off-the-field incidents have made it think twice about the sponsoring athletes with huge contracts.
    • Executives responded that Nike will continue to look at sponsorships on a case-by-case basis and heralded some of its successful partnerships (Kevin Durant, Lebron James, Landon Donovan).
    • The company has seen Oscar Pistorius, Adrian Peterson, and Ray Rice dominated sports headlines over the last month, and took some lumps when Lance Armstrong had a fall from grace a few years ago.
    • Nike promised to keep up its pace of innovation and noted key categories such as soccer, basketball, and training still have room to grow.
    • All proxy votes were approved by shareholders.
    • Nike Annual Meeting webcast
    | Comment!
  • 7:19 AM
    • JetBlue (NASDAQ:JBLU) is expected to introduce new baggage fees next year after Robin Hayes takes over as CEO.
    • Analysts have seen outgoing CEO Dave Bargar as a bit of a drag on the company due to his penchant for holding the line on service and baggage fees.
    • JBLU +4.4% premarket in reaction to the CEO development.
    | 1 Comment
  • 7:07 AM
    • B. Riley downgrades Coty (NYSE:COTY) to a Sell rating.
    • The investment firm keeps a $14 price target on shares.
    • Analyst Stephanie Wissink of Piper Jaffray has the other side of the trade with a new Buy rating and $20 PT on the multinational consumer products seller.
    | Comment!
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