reports
Nexstar Media Group Inc : 1 director
A director at Nexstar Media Group Inc sold 3,768 shares at 181.984USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
Rayonier Inc: 1 director
A director at Rayonier Inc sold 22,009 shares at 30.619USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Blair Levin
NSR Policy: FCC Dings Nexstar for Exceeding Ownership Limits but Real ...
Last week, the FCC ruled that Nexstar’s relationship with Mission Broadcasting’s WPIX in New York City violated its rules and the national broadcast ownership cap. In this note, we discuss how this decision reflects the priorities of the current FCC, but also broader themes related to the decline of linear television and upcoming changes to both the market and the video regulatory environment.
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
WBD WARNER BROS. DISCOVERY INC.
- Jonathan Moreland
TLYS TILLYS
SSNC SS&C TECHNOLOGIES HOLDINGS INC.
OPK OPKO HEALTH INC.
HOO HERBALIFE NUTRITION LTD.
CTRN CITI TRENDS INC.
CE CELANESE CORPORATION
BANC BANC OF CALIFORNIA INCORPORATED
HWBK HAWTHORN BANCSHARES
NQP NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL FUND INC.
JFR NUVEEN FLOATING RATE INCOME FUND
NXJ NUVEEN NEW JERSEY DIVIDEND ADVANTAGE MUNICIPAL FUND
AYX ALTERYX
FMN FEDERATED PREMIER MUNICIPAL INCOME FUND
MHI PIONEER MUNICIPAL HIGH INCOME TRUST
QNBC QNB CORP.
TALO TALOS ENERGY INC.
RBB RBB BANCORP
AXR AMREP
SKYE NEMUS BIOSCIENCE INC
ELAN ELANCO ANIMAL HEALTH INC.
ANIX ANIXA BIOSCIENCES
PAYS PAYSIGN INC
KSM DWS STRATEGIC MUNICIPAL INCOME TRUST
VTN INVESCO TRUST FOR INVESTMENT G
RZLT REZOLUTE
COOK INC.
MPA TRAEGER
FRST INC.
ASLE BLACKROCK MUNIYIELD PENNSYLVANIA FD
VPV PRIMIS FINANCIAL CORP
BPRN AERSALE CORP
CRBP INVESCO PA VALUE MUNI INC TST
LSXMK BANK OF PRINCETON
BHRB CORBUS PHARMACEUTICALS HOLDINGS INC.
MDRX LIBERTY SIRIUSXM GROUP
APRE BURKE HERBERT FINANCIAL SERVICES CORP
ALLSCRIPTS-MISYS HEALTHCARE SOLUTIONS
INC.
APREA THERAPEUTICS INC
- Jonathan Moreland
- Blair Levin
NSR Policy: DOJ to Investigate Sports Streaming Combo
This week we are publishing weekend updates on telecom and media. In this media update, we follow-up on our analysis of the new joint venture creating a streaming app that would air a large amount of sports programming with our analysis of the news that the DOJ is going to investigate the joint venture on antitrust grounds. As we discuss, the informal report that DOJ will consider the antitrust implications is not a surprise and is likely designed in part to assist those involved in the investig...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
- Blair Levin
NSR Policy: House Hearing and Deal Speculation Raise Questions About Q...
In this media focused note, we focus on two events that occurred last week; a House hearing on sports programming rights and speculation that media mogul Byron Allen would make a bid for Paramount Global. We think both events are occurring in an environment in which linear television, the primary transmission path for sports programming and the primary assets of Paramount are in secular decline. Yet curiously, in both the hearing and the deal speculation, there was little attention paid to the...
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Blair Levin
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
SATS ECHOSTAR CORPORATION CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
SNAP SNAPCHAT
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Blair Levin
NSR policy: FCC Chair Puts Thumb on Scale for Broadcasters in Retransm...
Yesterday, FCC Chair Rosenworcel circulated two items for a Commission vote that would help broadcasters in retransmissions disputes by forcing the cable, satellite, and telco multi-channel video program distributors (MVPDs) to reimburse consumers for blackout days during which the consumers did not get the full package that they had signed up for.
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
VIAB VIACOM INC. CLASS B
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ATUS ALTICE USA INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
- Blair Levin
NSR Policy, Weekend Update: DISH Gets FCC Blessing, Media Ownership Po...
In this weekend update, we analyze the FCC’s letter to DISH about its build-out commitments and what happens next; a court ordering the FCC to do a broadcast ownership proceeding just as the line of television broadcast networks for sale gets longer; signs of hope and struggles for mobile wireless carriers yearning for more mid-band spectrum while TMUS makes progress on its 2.5GHz licenses; and lots of activity in the courts on tech, with SCOTUS taking up the challenge to the Texas and Florida s...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
NWSA NEWS CORPORATION CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Blair Levin
NSR Policy: Quick Takes on the Past Week (TMUS/CMCSA & CHTR/DIS), with...
In this weekend update, we provide a policy perspective on: last week’s TMUS/CMSCA deal (bravo to those who crafted it), encouraging tests on the lead front for telcos, some next moves in the programmer/distribution battles that most recently featured CHTR and DIS, a week of the GOOG trial (with not a lot of clear implications for other antitrust battles), why the Senate’s AIpalooza might not really be “historic,” new legislation on TMUS spectrum licenses, a record USF contribution factor, and a...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
APPL APPLE INC - APPL - US
- Blair Levin
NSR Policy: Back to School: What Happened and is about to Happen in Co...
This Back to School note seeks to update communications and tech investors on what happened in policy that affected stocks (particularly the lead issue that affected telcos, the fight between DISH and TMUS over the 800 MHz licenses, and some regulatory decisions on BEAD affecting the opportunity for all ISPs) and what is coming up in what will be a very big fall (including a new Democratic majority at the FCC, a big court argument affecting ISPs and USF, a budget showdown that could cause chaos ...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
NUE NUCOR CORPORATION
WAT WATERS CORPORATION
VALE.N VALE S.A. ADS
TMO THERMO FISHER SCIENTIFIC INC.
SHOO STEVEN MADDEN LTD.
SBUX STARBUCKS CORPORATION
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
NXST NEXSTAR MEDIA GROUP INC. CLASS A
MTD METTLER-TOLEDO INTERNATIONAL INC.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HOO HERBALIFE NUTRITION LTD.
GPC GENUINE PARTS COMPANY
FDS FACTSET RESEARCH SYSTEMS INC.
ETSY ETSY INC.
CAL CALERES INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
UPS UNITED PARCEL SERVICE INC. CLASS B
TGT 11 88 0 SOLUTIONS AG
COLM COLUMBIA SPORTSWEAR COMPANY
SCVL SHOE CARNIVAL INC.
VFC V.F. CORPORATION
BHP BHP GROUP
BL BLACKLINE INC.
MT ARCELORMITTAL
CLF CLEVELAND-CLIFFS INC
TEVA TEVA PHARMACEUTICAL INDUSTRIES LIMITED
BJ BJ'S WHOLESALE CLUB HOLDINGS
RPRX ROYALTY PHARMA PLC CLASS A
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
AKR ACADIA REALTY TRUST
TTMI TTM TECHNOLOGIES INC.
RYN RAYONIER INC.
ROIC RETAIL OPPORTUNITY INVESTMENTS CORP.
PSTG PURE STORAGE INC. CLASS A
MGRC MCGRATH RENTCORP
INDB INDEPENDENT BANK CORP.
GD GENERAL DYNAMICS CORPORATION
DGII DIGI INTERNATIONAL INC.
DE DEERE & COMPANY
CNS COHEN & STEERS INC.
CALX CALIX NETWORKS
AOSL ALPHA & OMEGA SEMICONDUCTOR
ALB ALBEMARLE CORPORATION
WD WALKER & DUNLOP INC.
KALU KAISER ALUMINUM CORPORATION
NX QUANEX BUILDING PRODUCTS CORPORATION
THG HANOVER INSURANCE GROUP INC.
VMI VALMONT INDUSTRIES INC.
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
WRB W. R. BERKLEY CORPORATION
AA ALCOA CORPORATION
UCBI UNITED COMMUNITY BANKS INC.
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC
BE BLOOM ENERGY
CINF CI GLOBAL INFRASTRUCTURE PRIVATE POOL
HPK HIGHPEAK ENERGY INC (A)
MP MP MATERIALS CORP (A)
OVV OVINTIV INC
LMND LEMONADE INC
SPXC SPX TECHNOLOGIES INC
- Valens Research
Valens Equity Weekly Insights - 2023 02 21
SS&C Technologies (SSNC) has a dominant market position in the asset management service industry. As its clients keep growing AUM and SS&C continues to consolidate the industry, SSNC's returns get structurally more robust. Uniform Accounting highlights that the market is not pricing in any moat for SSNC, suggesting room for equity upside. SSNC has rolled up several asset management service solutions to become the most comprehensive offering in the industry. As its offerings become more complete...
- Valens Research
Valens Equity Weekly Insights - 2022 10 18
SS&C Technologies (SSNC) has a dominant market position in the asset management service industry. As its clients keep growing AUM and SS&C continues to consolidate the industry, SSNC's returns get structurally more robust. Uniform Accounting highlights that the market is not pricing in any moat for SSNC, suggesting room for equity upside. SSNC has rolled up several asset management service solutions to become the most comprehensive offering in the industry. As its offerings become more complete...
- Jonathan Moreland
VPG VISHAY PRECISION GROUP
SXT SENSIENT TECHNOLOGIES CORPORATION
RYN RAYONIER INC.
RNWK REALNETWORKS INC.
ORI OLD REPUBLIC INTERNATIONAL CORPORATION
OPK OPKO HEALTH INC.
NSIT INSIGHT ENTERPRISES INC.
NRIM NORTHRIM BANCORP INC.
GLP GLOBAL PARTNERS LP
COMM COMMSCOPE HOLDING CO. INC.
ARCC ARES CAPITAL CORPORATION
AAT AMERICAN ASSETS TRUST INC.
QRHC QUEST RESOURCE HOLDING
SCOR COMSCORE INC.
SCVL SHOE CARNIVAL INC.
TIPT TIPTREE INC
AVDL AVADEL PHARMACEUTICALS ADS
CVNA CARVANA CO. CLASS A
NEE NEXTERA ENERGY
MRSN INC.
IOVA MERSANA THERAPEUTICS
APPN IOVANCE BIOTHERAPEUTICS INC
CBAN APPIAN
SNCR COLONY BANKCORP INC.
EVLO
LQDA SYNCHRONOSS TECHNOLOGIES
FSK INC.
NGM EVELO BIOSCIENCES
ZM LIQUIDIA CORPORATION
KFS FS KKR CAPITAL CORP
AHCO NGM BIOPHARMACEUTICALS
VOXX ZOOM VIDEO COMMUNICATIONS
ORCC INC.
KYMR KINGSWAY FINANCIAL SERVICES
KDNY ADAPTHEALTH
ABNB AUDIOVOX CORPORATION
NEXI OWL ROCK CAPITAL CORP
EYES KYMERA THERAPEUTICS
OM CHINOOK THERAPEUTICS INC
GEG AIRBNB INC. CLASS A
RMBL NEXIMMUNE
FSBC SECOND SIGHT MEDICAL PRODUCTS
INVO OUTSET MEDICAL
SOFI GREAT ELM GROUP INC
OPFI RUMBLEON INC
CSR FIVE STAR BANCORP
BODY INVO BIOSCIENCE
APLD SOFI TECHNOLOGIES INC
WIW OPPFI INC
INVESTORS REAL ESTATE TRUST
FOREST ROAD ACQUISITION CORP.
APPLIED BLOCKCHAIN INC
WESTERN AST INFL LKD OPP & INM
- Jonathan Moreland
RYN RAYONIER INC.
OPK OPKO HEALTH INC.
NRIM NORTHRIM BANCORP INC.
AAT AMERICAN ASSETS TRUST INC.
QRHC QUEST RESOURCE HOLDING
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
AVDL AVADEL PHARMACEUTICALS ADS
EVLO EVELO BIOSCIENCES
LQDA LIQUIDIA CORPORATION
ZM ZOOM VIDEO COMMUNICATIONS
VOXX INC.
ORCC AUDIOVOX CORPORATION
KDNY OWL ROCK CAPITAL CORP
ABNB CHINOOK THERAPEUTICS INC
RMBL AIRBNB INC. CLASS A
SOFI RUMBLEON INC
OPFI SOFI TECHNOLOGIES INC
CSR OPPFI INC
WIW INVESTORS REAL ESTATE TRUST
WESTERN AST INFL LKD OPP & INM
SS&C TECHNOLOGIES sees a downgrade to Slightly Negative on account of ...
The independent financial analyst theScreener just lowered the general evaluation of SS&C TECHNOLOGIES (US), active in the Software industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 21, 2022, the closing price was USD 79.52 an...
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