Archive for Doug Wharley

Merck & Co., Inc. (MRK) Position Lessened by Texas Permanent School Fund

Texas Permanent School Fund lessened its holdings in Merck & Co., Inc. (NYSE:MRK) by 9.1% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 597,032 shares of the company’s stock after selling 59,467 shares during the period. Merck & Co., Inc. accounts for approximately 0.6% of Texas […]

LSV Asset Management Raises Stake in Atlas Air Worldwide Holdings, Inc. (AAWW)

LSV Asset Management lifted its stake in shares of Atlas Air Worldwide Holdings, Inc. (NASDAQ:AAWW) by 7.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 1,041,783 shares of the transportation company’s stock after acquiring an additional 74,900 shares during the quarter. LSV Asset Management’s holdings in Atlas Air Worldwide were worth $66,413,000 as of […]

Prudential (PRU) Given “Buy” Rating at UBS Group

Prudential (LON:PRU)‘s stock had its “buy” rating reiterated by UBS Group in a note issued to investors on Wednesday, investing.thisismoney.co.uk reports. A number of other analysts have also weighed in on PRU. Barclays dropped their target price on shares of Prudential from GBX 2,144 ($28.02) to GBX 2,076 ($27.13) and set an “overweight” rating for […]

Credit Suisse Group Analysts Give National Grid (NG) a GBX 850 Price Target

Credit Suisse Group set a GBX 850 ($11.11) price objective on National Grid (LON:NG) in a research note released on Tuesday morning. The firm currently has a neutral rating on the stock. Other research analysts have also issued research reports about the stock. Berenberg Bank lowered their price objective on shares of National Grid from […]

Stratos Wealth Partners LTD. Purchases New Stake in Calumet Specialty Products Partners, L.P (CLMT)

Stratos Wealth Partners LTD. purchased a new position in shares of Calumet Specialty Products Partners, L.P (NASDAQ:CLMT) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 23,180 shares of the oil and gas company’s stock, valued at approximately $148,000. […]

Analyzing Coffee (JVA) & Domino’s Pizza (DPZ)

Coffee (NASDAQ:JVA) and Domino’s Pizza (NYSE:DPZ) are both consumer staples companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, dividends, institutional ownership, analyst recommendations, risk and profitability. Analyst Recommendations This is a summary of current ratings and target prices for Coffee and Domino’s […]

Analyzing Exactus (EXDI) & Babcock & Wilcox Enterprises (BW)

Exactus (OTCMKTS:EXDI) and Babcock & Wilcox Enterprises (NYSE:BW) are both small-cap medical companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, risk, dividends and analyst recommendations. Insider and Institutional Ownership 70.7% of Babcock & Wilcox Enterprises shares are owned by […]

American National Registered Investment Advisor Inc. Has $454,000 Position in National Fuel Gas Co. (NFG)

American National Registered Investment Advisor Inc. cut its stake in National Fuel Gas Co. (NYSE:NFG) by 41.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,100 shares of the oil and gas producer’s stock after selling 5,700 shares during […]

Global Payments Inc (GPN) Shares Bought by Los Angeles Capital Management & Equity Research Inc.

Los Angeles Capital Management & Equity Research Inc. boosted its stake in shares of Global Payments Inc (NYSE:GPN) by 10.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 32,365 shares of the business services provider’s stock after purchasing an additional 3,000 […]

Societe Generale Reiterates €72.00 Price Target for Fresenius SE & Co KGaA (FRE)

Societe Generale set a €72.00 ($83.72) target price on Fresenius SE & Co KGaA (FRA:FRE) in a report issued on Tuesday. The brokerage currently has a buy rating on the stock. Other research analysts also recently issued research reports about the company. Goldman Sachs Group set a €66.00 ($76.74) price target on Fresenius SE & […]

Gabelli Funds LLC Reduces Stake in Banco Santander, S.A. (SAN)

Gabelli Funds LLC decreased its position in shares of Banco Santander, S.A. (NYSE:SAN) by 48.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 81,318 shares of the bank’s stock after selling 75,682 shares during the quarter. Gabelli Funds LLC’s holdings […]

Los Angeles Capital Management & Equity Research Inc. Purchases 85,027 Shares of First Hawaiian Inc (FHB)

Los Angeles Capital Management & Equity Research Inc. increased its position in shares of First Hawaiian Inc (NASDAQ:FHB) by 91.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 178,062 shares of the bank’s stock after buying an additional 85,027 shares during the period. Los Angeles […]

Los Angeles Capital Management & Equity Research Inc. Reduces Holdings in WP Carey Inc (WPC)

Los Angeles Capital Management & Equity Research Inc. reduced its position in WP Carey Inc (NYSE:WPC) by 18.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 79,403 shares of the real estate investment trust’s stock after selling 18,200 shares during […]

Allison Transmission Holdings Inc (ALSN) Position Trimmed by Gabelli Funds LLC

Gabelli Funds LLC decreased its holdings in shares of Allison Transmission Holdings Inc (NYSE:ALSN) by 15.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 10,600 shares of the auto parts company’s stock after selling 2,000 shares during the quarter. Gabelli Funds LLC’s holdings in Allison Transmission were worth $551,000 as of its most recent […]

Gamco Investors INC. ET AL Sells 7,000 Shares of BB&T Co. (BBT)

Gamco Investors INC. ET AL trimmed its holdings in shares of BB&T Co. (NYSE:BBT) by 40.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,500 shares of the insurance provider’s stock after selling 7,000 shares during the period. Gamco Investors […]

Critical Analysis: Hallmark Financial Services (HALL) vs. PING AN INS GRP/S (PNGAY)

Hallmark Financial Services (NASDAQ:HALL) and PING AN INS GRP/S (OTCMKTS:PNGAY) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk and profitability. Analyst Recommendations This is a summary of recent recommendations and price targets for […]

$0.10 Earnings Per Share Expected for NuStar Energy L.P. (NS) This Quarter

Equities analysts predict that NuStar Energy L.P. (NYSE:NS) will announce earnings of $0.10 per share for the current quarter, according to Zacks Investment Research. Two analysts have issued estimates for NuStar Energy’s earnings. The lowest EPS estimate is ($0.01) and the highest is $0.36. The company is expected to report its next quarterly earnings report […]

Insider Selling: Service Co. International (SCI) VP Sells $2,383,592.00 in Stock

Service Co. International (NYSE:SCI) VP Elisabeth G. Nash sold 53,600 shares of the company’s stock in a transaction that occurred on Friday, November 9th. The shares were sold at an average price of $44.47, for a total transaction of $2,383,592.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which […]

Bollard Group LLC Raises Position in Alibaba Group Holding Ltd (BABA)

Bollard Group LLC boosted its stake in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 0.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 271,846 shares of the specialty retailer’s stock after buying an additional 1,500 shares during the quarter. Alibaba Group accounts for 1.8% of Bollard Group LLC’s portfolio, making the stock its […]

Electronic Arts Inc. (EA) Stake Raised by Candriam Luxembourg S.C.A.

Candriam Luxembourg S.C.A. grew its stake in shares of Electronic Arts Inc. (NASDAQ:EA) by 31.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 92,801 shares of the game software company’s stock after buying an additional 22,212 shares during […]

Momenta Pharmaceuticals, Inc. (MNTA) Shares Sold by Candriam Luxembourg S.C.A.

Candriam Luxembourg S.C.A. lowered its stake in Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA) by 9.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 396,300 shares of the biotechnology company’s stock after selling 40,200 shares during the quarter. Candriam Luxembourg S.C.A.’s holdings in Momenta Pharmaceuticals were worth $10,423,000 as of its most recent SEC filing. Other […]

Candriam Luxembourg S.C.A. Buys 126,975 Shares of Nutrien Ltd (NTR)

Candriam Luxembourg S.C.A. increased its stake in Nutrien Ltd (NYSE:NTR) by 300.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 169,252 shares of the company’s stock after purchasing an additional 126,975 shares during the period. Candriam Luxembourg S.C.A.’s holdings in […]

Brasada Capital Management LP Cuts Position in PlayAGS Inc (AGS)

Brasada Capital Management LP lessened its holdings in PlayAGS Inc (NYSE:AGS) by 39.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,150 shares of the company’s stock after selling 9,400 shares during the quarter. Brasada Capital Management LP’s holdings in […]

Advisor Partners LLC Purchases New Position in Juniper Networks, Inc. (JNPR)

Advisor Partners LLC purchased a new stake in Juniper Networks, Inc. (NYSE:JNPR) during the 3rd quarter, Holdings Channel reports. The firm purchased 7,555 shares of the network equipment provider’s stock, valued at approximately $226,000. Other hedge funds have also modified their holdings of the company. Piedmont Investment Advisors LLC acquired a new stake in Juniper […]

Advisor Partners LLC Buys Shares of 754 Ligand Pharmaceuticals Inc. (LGND)

Advisor Partners LLC bought a new stake in shares of Ligand Pharmaceuticals Inc. (NASDAQ:LGND) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 754 shares of the biotechnology company’s stock, valued at approximately $207,000. A number of other institutional investors […]

Bessemer Group Inc. Has $2.72 Million Stake in SPDR Gold Shares (GLD)

Bessemer Group Inc. grew its position in SPDR Gold Shares (NYSEARCA:GLD) by 29.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,091 shares of the exchange traded fund’s stock after purchasing an additional 5,472 shares during the period. […]

Advisor Partners LLC Acquires 386 Shares of Costco Wholesale Co. (COST)

Advisor Partners LLC raised its holdings in Costco Wholesale Co. (NASDAQ:COST) by 3.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,683 shares of the retailer’s stock after buying an additional 386 shares during the period. Advisor Partners LLC’s holdings in Costco Wholesale […]

Achmea Investment Management B.V. Buys New Stake in Arrow Electronics, Inc. (ARW)

Achmea Investment Management B.V. acquired a new stake in Arrow Electronics, Inc. (NYSE:ARW) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 6,622 shares of the technology company’s stock, valued at approximately $488,000. Other hedge funds have also recently added to […]

Reviewing China Marine Food Group (CMFO) and Farmer Bros (FARM)

China Marine Food Group (OTCMKTS:CMFO) and Farmer Bros (NASDAQ:FARM) are both small-cap consumer staples companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, dividends, valuation, profitability, earnings and institutional ownership. Profitability This table compares China Marine Food Group and Farmer Bros’ net […]

Arizona State Retirement System Acquires 3,232 Shares of Agilysys, Inc. (AGYS)

Arizona State Retirement System grew its holdings in Agilysys, Inc. (NASDAQ:AGYS) by 14.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,595 shares of the software maker’s stock after purchasing an additional 3,232 shares during the quarter. Arizona State Retirement System owned […]

Engineers Gate Manager LP Takes Position in Premier Inc (PINC)

Engineers Gate Manager LP acquired a new position in shares of Premier Inc (NASDAQ:PINC) in the third quarter, Holdings Channel reports. The institutional investor acquired 8,800 shares of the company’s stock, valued at approximately $403,000. A number of other institutional investors and hedge funds also recently modified their holdings of the business. CENTRAL TRUST Co […]

SPDR S&P 500 ETF Trust (SPY) Stake Boosted by Mcmillion Capital Management Inc.

Mcmillion Capital Management Inc. grew its holdings in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 3.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,800 shares of the company’s stock after purchasing an additional 461 shares during the period. SPDR S&P 500 ETF Trust […]

Lumentum (LITE) Given a $60.00 Price Target at Craig Hallum

Craig Hallum set a $60.00 price target on Lumentum (NASDAQ:LITE) in a research note issued to investors on Monday morning, The Fly reports. The firm currently has a buy rating on the technology company’s stock. Other equities research analysts have also issued reports about the stock. MKM Partners decreased their price objective on shares of […]

Liberty Global PLC (LBTYA) Position Raised by Bank of Montreal Can

Bank of Montreal Can increased its holdings in Liberty Global PLC (NASDAQ:LBTYA) by 14.9% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,771 shares of the company’s stock after buying an additional 3,350 shares during the period. Bank of Montreal Can’s holdings in Liberty Global were […]

Contrasting Deer Valley (DVLY) and Nobility Homes (NOBH)

Deer Valley (OTCMKTS:DVLY) and Nobility Homes (OTCMKTS:NOBH) are both small-cap construction companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, dividends, risk, institutional ownership, earnings, analyst recommendations and profitability. Profitability This table compares Deer Valley and Nobility Homes’ net margins, return on equity and […]

Comparing Nicholas Financial (NICK) and Plumas Bancorp (PLBC)

Nicholas Financial (NASDAQ:NICK) and Plumas Bancorp (NASDAQ:PLBC) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, risk, analyst recommendations, earnings and institutional ownership. Institutional and Insider Ownership 35.8% of Nicholas Financial shares are held by institutional investors. Comparatively, […]

Comparing COPsync (COYNQ) & Lantronix (LTRX)

COPsync (OTCMKTS:COYNQ) and Lantronix (NASDAQ:LTRX) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations. Earnings and Valuation This table compares COPsync and Lantronix’s top-line revenue, earnings per share and valuation. […]

California Public Employees Retirement System Purchases New Position in Eagle Pharmaceuticals Inc (EGRX)

California Public Employees Retirement System purchased a new position in shares of Eagle Pharmaceuticals Inc (NASDAQ:EGRX) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,754 shares of the specialty pharmaceutical company’s stock, valued at approximately $208,000. Several other hedge funds have also recently added […]

Bank of New York Mellon Corp Has $61.14 Million Holdings in Terex Co. (TEX)

Bank of New York Mellon Corp lifted its position in shares of Terex Co. (NYSE:TEX) by 21.6% in the second quarter, HoldingsChannel.com reports. The firm owned 1,449,090 shares of the industrial products company’s stock after purchasing an additional 257,666 shares during the period. Bank of New York Mellon Corp’s holdings in Terex were worth $61,137,000 […]

Timkensteel Corp (TMST) Expected to Post Earnings of $0.13 Per Share

Equities research analysts predict that Timkensteel Corp (NYSE:TMST) will announce earnings per share (EPS) of $0.13 for the current fiscal quarter, Zacks Investment Research reports. Three analysts have provided estimates for Timkensteel’s earnings. The lowest EPS estimate is $0.05 and the highest is $0.21. Timkensteel posted earnings per share of ($0.77) during the same quarter […]

Macquarie Downgrades LENDLEASE Corp/ADR (LLESY) to Neutral

Macquarie lowered shares of LENDLEASE Corp/ADR (OTCMKTS:LLESY) from an outperform rating to a neutral rating in a research report released on Monday morning, The Fly reports. LLESY has been the subject of a number of other research reports. Citigroup lowered shares of LENDLEASE Corp/ADR from a buy rating to a neutral rating in a research […]

Berenberg Bank Analysts Give Deutsche Post (DPW) a €38.00 Price Target

Berenberg Bank set a €38.00 ($44.19) price target on Deutsche Post (FRA:DPW) in a research report released on Monday morning. The firm currently has a buy rating on the stock. DPW has been the subject of a number of other reports. HSBC set a €30.50 ($35.47) price target on shares of Deutsche Post and gave […]

BHP Billiton (BLT) Receives Neutral Rating from Credit Suisse Group

Credit Suisse Group restated their neutral rating on shares of BHP Billiton (LON:BLT) in a research note published on Monday. Other equities research analysts also recently issued reports about the company. Deutsche Bank restated a buy rating on shares of BHP Billiton in a report on Thursday, July 19th. Citigroup restated a buy rating and […]

Warburg Research Analysts Give Infineon Technologies (IFXA) a €26.00 Price Target

Warburg Research set a €26.00 ($30.23) target price on Infineon Technologies (ETR:IFXA) in a research note issued to investors on Monday morning. The firm currently has a buy rating on the technology company’s stock. Other analysts also recently issued research reports about the company. Baader Bank set a €25.50 ($29.65) price target on Infineon Technologies […]

FY2019 Earnings Estimate for Indigo Books & Music Inc. Issued By Cormark (IDG)

Indigo Books & Music Inc. (TSE:IDG) – Equities research analysts at Cormark dropped their FY2019 earnings per share (EPS) estimates for shares of Indigo Books & Music in a research report issued on Monday, November 12th. Cormark analyst D. Mcfadgen now forecasts that the company will post earnings per share of ($0.25) for the year, […]

Gabelli Equities Analysts Reduce Earnings Estimates for Leggett & Platt, Inc. (LEG)

Leggett & Platt, Inc. (NYSE:LEG) – Gabelli cut their FY2019 earnings per share estimates for Leggett & Platt in a research note issued to investors on Monday, November 12th. Gabelli analyst J. Bergner now anticipates that the company will post earnings per share of $2.70 for the year, down from their prior forecast of $2.75. […]

Victory Capital Holdings Inc Expected to Earn Q3 2019 Earnings of $0.85 Per Share (VCTR)

Victory Capital Holdings Inc (NASDAQ:VCTR) – Equities researchers at William Blair lifted their Q3 2019 earnings per share estimates for shares of Victory Capital in a research report issued on Monday, November 12th. William Blair analyst C. Shutler now expects that the company will post earnings per share of $0.85 for the quarter, up from […]

Analysts Anticipate HomeStreet Inc (HMST) Will Post Quarterly Sales of $103.37 Million

Equities analysts predict that HomeStreet Inc (NASDAQ:HMST) will report $103.37 million in sales for the current fiscal quarter, Zacks Investment Research reports. Three analysts have made estimates for HomeStreet’s earnings. The highest sales estimate is $106.07 million and the lowest is $101.94 million. HomeStreet reported sales of $123.88 million during the same quarter last year, […]

Zacks: Brokerages Anticipate Jack in the Box Inc. (JACK) Will Post Quarterly Sales of $174.99 Million

Equities research analysts expect Jack in the Box Inc. (NASDAQ:JACK) to report $174.99 million in sales for the current quarter, according to Zacks Investment Research. Six analysts have issued estimates for Jack in the Box’s earnings. The lowest sales estimate is $169.67 million and the highest is $177.19 million. Jack in the Box reported sales […]

RADCOM (RDCM) & Interlink Electronics (LINK) Head-To-Head Survey

RADCOM (NASDAQ:RDCM) and Interlink Electronics (NASDAQ:LINK) are both small-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation. Analyst Recommendations This is a breakdown of current recommendations and price targets for RADCOM […]