Archive for Doug Wharley

Citigroup Inc. (NYSE:C)‘s stock had its “overweight” rating reiterated by stock analysts at Atlantic Securities in a note issued to investors on Tuesday. They presently have a $85.00 price target on the financial services provider’s stock, up from their previous price target of $75.00. Atlantic Securities’ price objective points to a potential upside of 20.32% […]

Media coverage about Ampliphi Biosciences Corp (NASDAQ:APHB) has trended somewhat positive recently, according to Accern. Accern identifies positive and negative news coverage by monitoring more than twenty million news and blog sources in real-time. Accern ranks coverage of publicly-traded companies on a scale of negative one to one, with scores closest to one being the […]

Winslow Evans & Crocker Inc. raised its position in Citigroup Inc. (NYSE:C) by 7.6% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 4,183 shares of the financial services provider’s stock after acquiring an additional 297 shares during the period. Winslow Evans & Crocker Inc.’s holdings in […]

Dean Foods (NYSE: DF) and Mondelez International (NYSE:KFT) are both consumer staples companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, risk, earnings, analyst recommendations, dividends and institutional ownership. Analyst Ratings This is a breakdown of current recommendations and price targets for Dean […]

Harvest Capital Management Inc continued to hold its stake in shares of Nike, Inc. (NYSE:NKE) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,680 shares of the footwear maker’s stock at the end of the 2nd quarter. Harvest Capital Management Inc’s holdings in […]

Kempner Capital Management Inc. decreased its position in Union Pacific Corporation (NYSE:UNP) by 32.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,651 shares of the railroad operator’s stock after selling 14,239 shares during the period. Union Pacific Corporation makes up about […]

Trust Co. of Vermont lifted its holdings in Celgene Corporation (NASDAQ:CELG) by 8.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,866 shares of the biopharmaceutical company’s stock after purchasing an additional 4,168 shares during the quarter. Trust Co. of Vermont’s […]

NN Investment Partners Holdings N.V. reduced its position in Oracle Corporation (NYSE:ORCL) by 6.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 499,256 shares of the enterprise software provider’s stock after selling 32,644 shares during the quarter. NN Investment Partners Holdings N.V.’s holdings […]

Counsel Portfolio Services Inc. disclosed that they own 54.8% of United States Diesel-Heating Oil Fund LP (NYSE:UHN) in a Schedule 13D/A disclosure that was filed with the Securities and Exchange Commission (SEC) on Tuesday, September 26th. The investor owns 164,258 shares of the stock valued at $2,794,029. The filing is available through Edgar at this […]

Covenant Asset Management LLC held its position in Pfizer, Inc. (NYSE:PFE) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,555 shares of the biopharmaceutical company’s stock at the close of the 2nd quarter. Covenant Asset Management LLC’s holdings in Pfizer were worth $590,000 […]

Sempra Energy (NYSE: SRE) and CenterPoint Energy (NYSE:CNP) are both large-cap utilities companies, but which is the better business? We will contrast the two companies based on the strength of their risk, institutional ownership, earnings, dividends, valuation, analyst recommendations and profitability. Profitability This table compares Sempra Energy and CenterPoint Energy’s net margins, return on equity […]

RB Capital Management LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 8.5% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 49,635 shares of the iPhone maker’s stock after purchasing an additional 3,894 shares during the quarter. Apple accounts for about […]

Pure Financial Advisors Inc. maintained its position in Alphabet Inc. (NASDAQ:GOOG) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 297 shares of the information services provider’s stock at the close of the 2nd quarter. Pure Financial Advisors Inc.’s holdings in Alphabet were […]

Kemet Corporation (NYSE: KEM) and NVE Corporation (NASDAQ:NVEC) are both small-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, institutional ownership, earnings, profitability, analyst recommendations, risk and valuation. Dividends NVE Corporation pays an annual dividend of $4.00 per share and […]

Caterpillar, Inc. (NYSE:CAT) was downgraded by Zacks Investment Research from a “strong-buy” rating to a “hold” rating in a research note issued on Tuesday. According to Zacks, “Caterpillar's August sales rose 11%, driven by improvement in Asia Pacific and construction. Caterpillar was awarded a five year $663.6 million fixed-price contract from the Pentagon to supply […]

Bain Capital Public Equity Management LLC bought a new position in shares of The Ultimate Software Group, Inc. (NASDAQ:ULTI) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 71,330 shares of the technology company’s stock, valued at approximately $14,984,000. Bain Capital Public Equity […]

South State Corporation (NASDAQ: SSB) and Bay Banks of Virginia (NASDAQ:BAYK) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, dividends, earnings, risk, analyst recommendations, valuation and profitability. Dividends South State Corporation pays an annual dividend of $1.32 per share […]

Fine Capital Partners L.P. trimmed its position in shares of Liberty Media Corporation (NASDAQ:BATRA) by 19.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 676,436 shares of the financial services provider’s stock after selling 158,500 shares during the quarter. […]

Archon Capital Management LLC acquired a new position in TripAdvisor, Inc. (NASDAQ:TRIP) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 132,423 shares of the travel company’s stock, valued at approximately $5,059,000. TripAdvisor accounts for about 4.1% of Archon Capital Management LLC’s portfolio, making the […]

Jackson Square Partners LLC cut its position in Liberty Interactive Corporation (NASDAQ:QVCA) by 5.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,054,658 shares of the company’s stock after selling 1,467,838 shares during the period. Liberty Interactive Corporation accounts […]

Cobalt Capital Management Inc. reduced its holdings in shares of Antero Resources Corporation (NYSE:AR) by 4.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,448,164 shares of the oil and natural gas company’s stock after selling 60,000 shares during the […]

Media coverage about AdCare Health Systems (NYSE:ADK) has trended somewhat positive this week, Accern Sentiment Analysis reports. The research firm scores the sentiment of media coverage by analyzing more than 20 million blog and news sources in real-time. Accern ranks coverage of public companies on a scale of negative one to positive one, with scores […]

Veritable L.P. increased its holdings in shares of Brookfield Asset Management Inc (NYSE:BAM) (TSE:BAM.A) by 20.1% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 102,335 shares of the financial services provider’s stock after purchasing an additional 17,154 shares during the period. Veritable L.P.’s holdings in Brookfield Asset […]

Spears Abacus Advisors LLC acquired a new position in shares of WisdomTree Trust (NASDAQ:DXJS) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,910 shares of the company’s stock, valued at approximately $275,000. Other institutional investors and hedge funds also recently added to or reduced their […]

Ironwood Investment Counsel LLC maintained its stake in Vanguard MSCI EAFE ETF (NYSE:VEA) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,278 shares of the company’s stock at the close of the second quarter. Ironwood Investment Counsel LLC’s holdings in Vanguard […]