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The Channel

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Trade Idea of the Day Presented by: The Fly

MKM Partners says Twitter 'here to stay,' upgrades to Buy

As previously reported, MKM Partners analyst Rob Sanderson upgraded Twitter to Buy from Neutral, telling investors that the service is "here to stay," citing its rebounding user growth and continued turnaround progress. Sanderson, who sees potential upside in monetization gains, thinks the next phase of Twitter's... Read More

Oil Is Breaking Out, So Are Inflation Expectations

After spending the last four months consolidating gains, crude oil is breaking higher again... The break higher in crude isn’t surprising given that oil fundamentals haven’t been this good in years. Neither is the break higher in inflation, which we expect to tend towards 3% over the coming quarters for headline CPI and 2.5% for core CPI. The two are related, of course, to the extent that rising oil prices feed into inflation. Still, it’s helpful for investors to receive confirmatory signals from multiple asset classes of a particular outcome, in this case rising oil prices and higher inflation...

Comcast, Charter announce mobile operating platform partnership

Comcast (CMCSA, CMCSK) and Charter (CHTR) announced that the two companies have formed a 50/50 operating platform partnership focused on the development and design of backend systems that support Comcast's Xfinity Mobile and Charter's Spectrum Mobile service. The new partnership is the result of the continuing collaboration between Comcast and Charter in the mobile space, as each company continues to develop their respective mobile brands, products, and services. Through the agreement, Charter and Comcast will work...

On The Fly: Top five analyst upgrades

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Twitter (TWTR) upgraded to Buy from Neutral at MKM Partners with analyst Rob Sanderson telling investors that the service is "here to stay," citing its rebounding user growth and continued turnaround progress. 2. Macerich (MAC) upgraded to Outperform from Market Perform at BMO Capital and to Buy from Neutral at Mizuho. 3. Home Bancshares (HOMB) upgraded to Buy from Hold at Sandler O'Neill and to Outperform from Market Perform at Fig Partners. 4. UGI Corporation (UGI) upgraded to...

Benchmark sees Activision Blizzard guidance affected by 'Fortnite'

Shares of Activision Blizzard (ATVI) were trading lower after an analyst from Benchmark said he expects the game maker to report strong first quarter earnings followed by disappointing second quarter guidance. BENCHMARK KEEPS BUY: In a research note to investors, Benchmark analyst Mike Hickey maintained a Buy rating and $80 price target on Activision Blizzard, saying he expects the company to report "strong" Q1 results on Thursday, May 3, followed by "disappointing" Q2 guidance while reiterating their fiscal 2018 performance view. Hickey said that the game giant's Q2 outlook will likely reflect caution over the rise of so-called battle...

Black Knight: National Mortgage Delinquency Rate Decreased in March

From Black Knight: Black Knight’s First Look: Hurricane Impact Lingers, Drives Up Foreclosure Starts as Moratoria Lift; National Delinquencies Fall to 12-Month Low • Seasonal effects and continued hurricane-related improvements contributed to a 13 percent decline in the national delinquency rate in March • Nationally, there was a decline of 65,000 in serious delinquencies (90 or more days past due but not yet in foreclosure) • Serious delinquencies attributable to Hurricanes Harvey and Irma saw a reduction of 19,500 loans • However, as the hurricane impact shifts away...

Cannabis Sector Credibility Greatly Boosted by Canada’s Largest Pharmacy Retail Chain

Canada’s largest retail pharmacy chain, Shoppers Drug Mart continues to lend possibly the most important voice of credibility to the emerging legal cannabis market—so far, having signed supplier deals with three of Canada’s largest cannabis growers, and leaving the door open for more to come. With over 1,250 stores across Canada, the chain owned by Loblaw Companies Limited (TSX: L) (OTC: LBLCF) is a national retail heavyweight. So when Shoppers Drug Mart signed its latest supply deal with cannabis giant Aurora Cannabis (TSX: ACB) (OTC: ACBFF), it...

eBay rises as Morgan Stanley double upgrades on payments shakeup

Shares of eBay (EBAY) are on the rise after Morgan Stanley analyst Brian Nowak upgraded eBay (EBAY) two notches to Overweight as he expects the company to start intermediating its own payments, pulling away from PayPal (PYPL), which could be a driver of more sustained gross merchandise volume growth. MORGAN STANLEY SAYS BUY EBAY: In a research note this morning, Morgan Stanley's Nowak upgraded eBay two notches, to Overweight from Underweight, and raised his price target on the shares to $58 from $36. The analyst told investors that he expects eBay to start intermediating its own payments...

Turkish Stocks, Lira Surge After Erdogan Announces Early Elections

For the first time in party history, Turkish President Recep Tayyip Erdogan called for early elections on June 24, moving them forward by more than a year from their scheduled date. As Bloomberg notes, Erdogan’s ruling party has never called early elections in the nearly 16 years it’s been in power, and had repeatedly rejected speculation that it’d call them this year. Erdogan cited Syria and macro balances as factors for calling an early vote to eliminate uncertainties. The election is set to transform the political system of the region’s largest economy, eliminating...

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