Archive for Doug Wharley

Citigroup Inc. (C) Given “Overweight” Rating at Atlantic Securities

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% […]

Head-To-Head Contrast: AnaptysBio (ANAB) vs. Gilead Sciences (GILD)

AnaptysBio (NASDAQ: ANAB) and Gilead Sciences (NASDAQ:GILD) are both medical companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability and analyst recommendations. Profitability This table compares AnaptysBio and Gilead Sciences’ net margins, return on equity and return on […]

Ampliphi Biosciences Corp (APHB) Earns News Impact Rating of 0.11

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 […]

Reviewing Sonoma Pharmaceuticals (SNOA) & Its Competitors

Sonoma Pharmaceuticals (NASDAQ: SNOA) is one of 45 public companies in the “Biopharmaceuticals” industry, but how does it compare to its competitors? We will compare Sonoma Pharmaceuticals to related businesses based on the strength of its risk, profitability, valuation, dividends, earnings, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown of recent ratings […]

Winslow Evans & Crocker Inc. Grows Holdings in Citigroup Inc. (C)

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 […]

Needham & Company LLC Reiterates “Buy” Rating for World Wrestling Entertainment, Inc. (WWE)

World Wrestling Entertainment, Inc. (NYSE:WWE)‘s stock had its “buy” rating reissued by stock analysts at Needham & Company LLC in a report issued on Tuesday. They currently have a $25.00 price target on the stock. Needham & Company LLC’s price objective suggests a potential upside of 10.62% from the company’s current price. A number of […]

Critical Survey: Dean Foods (DF) vs. Mondelez International (KFT)

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 […]

Head to Head Comparison: Altisource Portfolio Solutions (ASPS) vs. Its Rivals

Altisource Portfolio Solutions (NASDAQ: ASPS) is one of 25 public companies in the “Real Estate Services” industry, but how does it weigh in compared to its rivals? We will compare Altisource Portfolio Solutions to related companies based on the strength of its institutional ownership, profitability, earnings, risk, analyst recommendations, valuation and dividends. Insider & Institutional […]

Harvest Capital Management Inc Has $276,000 Holdings in Nike, Inc. (NKE)

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 […]

Honeywell International Inc. (HON) Stake Decreased by NEXT Financial Group Inc

NEXT Financial Group Inc reduced its holdings in Honeywell International Inc. (NYSE:HON) by 3.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,369 shares of the conglomerate’s stock after selling 349 shares during the quarter. NEXT Financial Group Inc’s holdings in Honeywell International […]

Union Pacific Corporation (UNP) Shares Sold by Kempner Capital Management Inc.

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 […]

Nike, Inc. (NKE) Shares Bought by Trust Department MB Financial Bank N A

Trust Department MB Financial Bank N A raised its stake in Nike, Inc. (NYSE:NKE) by 0.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 187,311 shares of the footwear maker’s stock after acquiring an additional 1,537 shares during the period. […]

Celgene Corporation (CELG) Stake Lifted by Trust Co. of Vermont

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 […]

CHURCHILL MANAGEMENT Corp Has $24.28 Million Holdings in Philip Morris International Inc (PM)

CHURCHILL MANAGEMENT Corp raised its stake in shares of Philip Morris International Inc (NYSE:PM) by 0.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 206,720 shares of the company’s stock after purchasing an additional 61 shares during the period. […]

NN Investment Partners Holdings N.V. Cuts Stake in Oracle Corporation (ORCL)

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 […]

Burke & Herbert Bank & Trust Co. Has $364,000 Stake in Schlumberger N.V. (SLB)

Burke & Herbert Bank & Trust Co. reduced its stake in shares of Schlumberger N.V. (NYSE:SLB) by 2.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,526 shares of the oil and gas company’s stock after selling 125 shares during the quarter. […]

United States Diesel-Heating Oil Fund LP (UHN) Stake Held by Counsel Portfolio Services Inc.

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 […]

Tompkins Financial Corp Purchases 1,088 Shares of Cisco Systems, Inc. (CSCO)

Tompkins Financial Corp raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 103,505 shares of the network equipment provider’s stock after acquiring an additional 1,088 shares during the quarter. Cisco Systems makes up […]

Covenant Asset Management LLC Continues to Hold Position in Pfizer, Inc. (PFE)

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 […]

Waverton Investment Management Ltd Buys 2,552 Shares of Exxon Mobil Corporation (XOM)

Waverton Investment Management Ltd grew its stake in shares of Exxon Mobil Corporation (NYSE:XOM) by 2.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 94,618 shares of the oil and gas company’s stock after buying an additional 2,552 shares during the quarter. […]

Comparing Sempra Energy (SRE) and CenterPoint Energy (CNP)

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 […]

Central Bank & Trust Co. Sells 1,742 Shares of Cisco Systems, Inc. (CSCO)

Central Bank & Trust Co. cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 30,744 shares of the network equipment provider’s stock after selling 1,742 shares during the period. Central Bank & Trust Co.’s […]

Apple Inc. (AAPL) Position Increased by RB Capital Management LLC

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 […]

Intel Corporation (INTC) Shares Bought by Johanson Financial Advisors Inc.

Johanson Financial Advisors Inc. increased its position in shares of Intel Corporation (NASDAQ:INTC) by 284.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,516 shares of the chip maker’s stock after acquiring an additional 75,835 shares during the period. […]

Pure Financial Advisors Inc. Continues to Hold Position in Alphabet Inc. (GOOG)

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 […]

AT&T Inc. (T) Position Increased by Capital Investment Advisors LLC

Capital Investment Advisors LLC boosted its stake in AT&T Inc. (NYSE:T) by 3.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 282,641 shares of the technology company’s stock after buying an additional 10,525 shares during the quarter. AT&T makes […]

Reviewing Kemet Corporation (KEM) and NVE Corporation (NVEC)

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 […]

Zacks Investment Management Purchases 50,604 Shares of HP Inc. (HPQ)

Zacks Investment Management raised its position in HP Inc. (NYSE:HPQ) by 2.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,180,852 shares of the computer maker’s stock after acquiring an additional 50,604 shares during the quarter. Zacks Investment Management owned approximately 0.13% […]

Caterpillar, Inc. (CAT) Cut to “Hold” at Zacks Investment Research

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 […]

Precocity Capital LP Buys New Stake in Noble Energy Inc. (NBL)

Precocity Capital LP bought a new stake in Noble Energy Inc. (NYSE:NBL) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 250,000 shares of the oil and gas development company’s stock, valued at approximately $7,075,000. Precocity Capital LP owned approximately 0.05% of Noble Energy at the end of […]

Bain Capital Public Equity Management LLC Invests $14.98 Million in The Ultimate Software Group, Inc. (ULTI)

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 […]

Bain Capital Public Equity Management LLC Has $32.86 Million Holdings in Mulesoft Inc (MULE)

Bain Capital Public Equity Management LLC grew its stake in Mulesoft Inc (NASDAQ:MULE) by 87.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,317,471 shares of the company’s stock after buying an additional 614,389 shares during the period. Mulesoft makes up approximately 2.0% […]

Reviewing South State Corporation (SSB) and Bay Banks of Virginia (BAYK)

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 […]

Entergy Corporation (ETR) & Empresa Nacional de Electricidad (EOCC) Critical Analysis

Entergy Corporation (NYSE: ETR) and Empresa Nacional de Electricidad (NYSE:EOCC) are both mid-cap utilities companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, dividends, earnings and risk. Dividends Entergy Corporation pays an annual dividend of $3.48 per share and […]

Liberty Media Corporation (BATRA) Stake Lessened by Fine Capital Partners L.P.

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. […]

STAAR Surgical Company (STAA) Position Held by Broadwood Capital Inc.

Broadwood Capital Inc. held its position in STAAR Surgical Company (NASDAQ:STAA) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,855,179 shares of the medical instruments supplier’s stock at the end of the second quarter. STAAR Surgical comprises about 21.6% […]

132,423 Shares in TripAdvisor, Inc. (TRIP) Purchased by Archon Capital Management LLC

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 […]

Broadridge Financial Solutions, Inc. (BR) Position Raised by Global Financial Private Capital LLC

Global Financial Private Capital LLC boosted its stake in Broadridge Financial Solutions, Inc. (NYSE:BR) by 9.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,082 shares of the business services provider’s stock after purchasing an additional 2,307 shares during the quarter. Global Financial Private […]

Jackson Square Partners LLC Has $614.84 Million Stake in Liberty Interactive Corporation (QVCA)

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. Buys Shares of 74,000 HD Supply Holdings, Inc. (HDS)

Cobalt Capital Management Inc. bought a new position in HD Supply Holdings, Inc. (NASDAQ:HDS) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 74,000 shares of the industrial products company’s stock, valued at approximately $2,267,000. Other hedge funds and other institutional investors also recently […]

Antero Resources Corporation (AR) Holdings Trimmed by Cobalt Capital Management Inc.

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 […]

Cobalt Capital Management Inc. Has $7.23 Million Position in Patterson-UTI Energy, Inc. (PTEN)

Cobalt Capital Management Inc. lifted its position in Patterson-UTI Energy, Inc. (NASDAQ:PTEN) by 260.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 358,000 shares of the oil and gas company’s stock after purchasing an additional 258,729 shares during the […]

AdCare Health Systems (ADK) Earns Media Sentiment Rating of 0.15

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 […]

American Tower Corporation (REIT) (AMT) Shares Bought by Veritable L.P.

Veritable L.P. lifted its stake in American Tower Corporation (REIT) (NYSE:AMT) by 0.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,740 shares of the real estate investment trust’s stock after purchasing an additional 140 shares during the quarter. Veritable L.P.’s holdings in American […]

Brookfield Asset Management Inc (BAM) Shares Bought by Veritable L.P.

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 […]

S&P Global Inc. (SPGI) Holdings Maintained by Spears Abacus Advisors LLC

Spears Abacus Advisors LLC continued to hold its position in S&P Global Inc. (NYSE:SPGI) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,600 shares of the business services provider’s stock at the end of the second quarter. Spears Abacus Advisors LLC’s holdings in S&P […]

6,910 Shares in WisdomTree Trust (DXJS) Acquired by Spears Abacus Advisors LLC

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 […]

Aetna Inc. (AET) Position Maintained by Bancorpsouth Inc.

Bancorpsouth Inc. held its position in shares of Aetna Inc. (NYSE:AET) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,997 shares of the company’s stock at the end of the 2nd quarter. Bancorpsouth Inc.’s holdings in Aetna were worth $455,000 at the end […]

Ironwood Investment Counsel LLC Continues to Hold Holdings in Vanguard MSCI EAFE ETF (VEA)

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 […]

Senvest Management LLC Acquires Shares of 25,300 Pointer Telocation Ltd. (PNTR)

Senvest Management LLC acquired a new position in shares of Pointer Telocation Ltd. (NASDAQ:PNTR) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 25,300 shares of the communications equipment provider’s stock, valued at approximately $293,000. Senvest Management LLC owned 0.32% of Pointer Telocation at […]