Archive for Doug Wharley

Donald J. Steinberg Sells 1,250,000 Shares of Marijuana Company Of America Inc (MCOA) Stock

Marijuana Company Of America Inc (OTCMKTS:MCOA) insider Donald J. Steinberg sold 1,250,000 shares of the company’s stock in a transaction dated Friday, January 11th. The stock was sold at an average price of $0.02, for a total transaction of $25,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is […]

Inovio Pharmaceuticals (INO) Trading Down 6.8%

Inovio Pharmaceuticals Inc (NASDAQ:INO) shares fell 6.8% during trading on Monday . The company traded as low as $4.50 and last traded at $4.51. 781,900 shares were traded during mid-day trading, a decline of 1% from the average session volume of 785,951 shares. The stock had previously closed at $4.84. A number of research firms […]

Nextera Energy Partners (NEP) Stock Price Down 5.8%

Shares of Nextera Energy Partners LP (NYSE:NEP) dropped 5.8% on Monday . The company traded as low as $40.69 and last traded at $41.21. Approximately 994,300 shares changed hands during trading, an increase of 186% from the average daily volume of 347,993 shares. The stock had previously closed at $43.77. NEP has been the topic […]

54,992 Shares in Universal Display Co. (OLED) Purchased by Retirement Systems of Alabama

Retirement Systems of Alabama purchased a new stake in Universal Display Co. (NASDAQ:OLED) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 54,992 shares of the semiconductor company’s stock, valued at approximately $5,146,000. Other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Universal Display […]

Urstadt Biddle Properties Inc (UBA) Stake Decreased by Vanguard Group Inc

Vanguard Group Inc lowered its stake in shares of Urstadt Biddle Properties Inc (NYSE:UBA) by 0.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 4,558,590 shares of the real estate investment trust’s stock after selling 16,875 shares during the quarter. Vanguard Group Inc owned 0.12% of Urstadt Biddle Properties worth $97,052,000 as of […]

Amc Networks Inc (AMCX) Position Cut by Nordea Investment Management AB

Nordea Investment Management AB trimmed its stake in Amc Networks Inc (NASDAQ:AMCX) by 0.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 189,228 shares of the company’s stock after selling 720 shares during the quarter. Nordea Investment Management AB’s holdings in Amc Networks were […]

Hawaiian Holdings, Inc. Expected to Earn Q4 2019 Earnings of $1.12 Per Share (HA)

Hawaiian Holdings, Inc. (NASDAQ:HA) – Investment analysts at Imperial Capital lifted their Q4 2019 EPS estimates for Hawaiian in a research note issued to investors on Tuesday, January 15th. Imperial Capital analyst M. Derchin now expects that the transportation company will post earnings of $1.12 per share for the quarter, up from their previous estimate […]

Jefferies Financial Group Comments on Activision Blizzard, Inc.’s FY2019 Earnings (ATVI)

Activision Blizzard, Inc. (NASDAQ:ATVI) – Research analysts at Jefferies Financial Group dropped their FY2019 earnings estimates for Activision Blizzard in a report issued on Sunday, January 13th. Jefferies Financial Group analyst T. O’shea now expects that the company will post earnings per share of $2.22 for the year, down from their prior forecast of $2.61. […]

Traders Buy Large Volume of SEA Call Options (SE)

Sea Ltd (NYSE:SE) saw unusually large options trading activity on Tuesday. Stock investors bought 10,091 call options on the company. This is an increase of approximately 7,266% compared to the average daily volume of 137 call options. A number of equities analysts recently commented on the stock. ValuEngine raised shares of SEA from a “hold” […]

Equities Analysts Set Expectations for Teleflex Incorporated’s FY2019 Earnings (TFX)

Teleflex Incorporated (NYSE:TFX) – Equities research analysts at KeyCorp dropped their FY2019 earnings per share (EPS) estimates for shares of Teleflex in a research note issued on Monday, January 14th. KeyCorp analyst M. Mishan now expects that the medical technology company will post earnings of $10.96 per share for the year, down from their prior […]

GDS (GDS) Lifted to Hold at Zacks Investment Research

Zacks Investment Research upgraded shares of GDS (NASDAQ:GDS) from a sell rating to a hold rating in a research note issued to investors on Tuesday. According to Zacks, “GDS Holdings Limited provides information technology service. It offers integrated solutions, consulting, service and training including data center hosting, IT management and operation outsourcing, business continuity management, […]

Q2 2019 EPS Estimates for Del Taco Restaurants Inc Lifted by Analyst (TACO)

Del Taco Restaurants Inc (NASDAQ:TACO) – Equities research analysts at Piper Jaffray Companies lifted their Q2 2019 EPS estimates for shares of Del Taco Restaurants in a research note issued on Tuesday, January 15th. Piper Jaffray Companies analyst N. Regan now expects that the restaurant operator will earn $0.15 per share for the quarter, up […]

Leerink Swann Research Analysts Lift Earnings Estimates for Alder Biopharmaceuticals Inc (ALDR)

Alder Biopharmaceuticals Inc (NASDAQ:ALDR) – Equities researchers at Leerink Swann lifted their FY2018 earnings per share estimates for shares of Alder Biopharmaceuticals in a report issued on Monday, January 14th. Leerink Swann analyst G. Porges now expects that the biopharmaceutical company will earn ($4.55) per share for the year, up from their prior estimate of […]

Ipswich Investment Management Co. Inc. Invests $130,000 in Air Products & Chemicals, Inc. (APD) Stock

Ipswich Investment Management Co. Inc. purchased a new position in Air Products & Chemicals, Inc. (NYSE:APD) in the fourth quarter, Holdings Channel reports. The fund purchased 810 shares of the basic materials company’s stock, valued at approximately $130,000. A number of other institutional investors have also recently modified their holdings of APD. Vanguard Group Inc. […]

Regis (RGS) vs. Mobetize (MPAY) Head to Head Review

Regis (NYSE:RGS) and Mobetize (OTCMKTS:MPAY) are both small-cap retail/wholesale companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, analyst recommendations, institutional ownership, profitability, dividends and earnings. Institutional and Insider Ownership 97.4% of Regis shares are held by institutional investors. 25.1% of Regis shares […]

United Parcel Service, Inc. (UPS) Stake Decreased by Dubuque Bank & Trust Co.

Dubuque Bank & Trust Co. lessened its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 0.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 38,435 shares of the transportation company’s stock after selling 115 shares during the quarter. Dubuque Bank & Trust Co.’s holdings in United Parcel Service were worth […]

Honeywell International Inc. (HON) Shares Bought by Ipswich Investment Management Co. Inc.

Ipswich Investment Management Co. Inc. boosted its position in shares of Honeywell International Inc. (NYSE:HON) by 2.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 31,012 shares of the conglomerate’s stock after purchasing an additional 870 shares during the quarter. Honeywell […]

Ipswich Investment Management Co. Inc. Has $362,000 Position in Celgene Co. (CELG)

Ipswich Investment Management Co. Inc. lowered its stake in shares of Celgene Co. (NASDAQ:CELG) by 10.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 5,655 shares of the biopharmaceutical company’s stock after selling 625 shares during the quarter. Ipswich Investment Management Co. Inc.’s holdings in Celgene were worth $362,000 as of its most recent […]

Ipswich Investment Management Co. Inc. Has $264,000 Position in Medtronic PLC (MDT)

Ipswich Investment Management Co. Inc. boosted its stake in shares of Medtronic PLC (NYSE:MDT) by 7.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,902 shares of the medical technology company’s stock after purchasing an additional 213 shares during the quarter. Ipswich Investment […]

Contrasting Neuronetics (STIM) & Nuvectra (NVTR)

Neuronetics (NASDAQ:STIM) and Nuvectra (NASDAQ:NVTR) are both small-cap medical companies, but which is the better stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, profitability, risk, dividends and earnings. Profitability This table compares Neuronetics and Nuvectra’s net margins, return on equity and return on assets. Net […]

Sypris Solutions (SYPR) vs. Mesa Laboratories (MLAB) Financial Survey

Sypris Solutions (NASDAQ:SYPR) and Mesa Laboratories (NASDAQ:MLAB) are both small-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, risk, earnings, dividends, valuation, profitability and analyst recommendations. Insider & Institutional Ownership 10.9% of Sypris Solutions shares are held by institutional […]

Denali Advisors LLC Takes $989,000 Position in Lamar Advertising Co (LAMR)

Denali Advisors LLC purchased a new stake in shares of Lamar Advertising Co (NASDAQ:LAMR) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 14,300 shares of the real estate investment trust’s stock, valued at approximately $989,000. A number of other hedge funds and other institutional investors have also […]

Denali Advisors LLC Acquires New Position in Marathon Petroleum Corp (MPC)

Denali Advisors LLC acquired a new stake in Marathon Petroleum Corp (NYSE:MPC) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 6,561 shares of the oil and gas company’s stock, valued at approximately $387,000. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Polaris Greystone Financial […]

Rayonier Inc. (RYN) Shares Sold by Denali Advisors LLC

Denali Advisors LLC reduced its position in Rayonier Inc. (NYSE:RYN) by 88.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,100 shares of the real estate investment trust’s stock after selling 16,200 shares during the quarter. Denali Advisors LLC’s holdings […]

Macquarie Group Ltd. Decreases Position in CBIZ, Inc. (CBZ)

Macquarie Group Ltd. cut its stake in shares of CBIZ, Inc. (NYSE:CBZ) by 54.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,575 shares of the business services provider’s stock after selling 5,401 shares during the quarter. Macquarie Group Ltd.’s holdings in CBIZ […]

Bed Bath & Beyond Inc. (BBBY) Stake Increased by Legal & General Group Plc

Legal & General Group Plc lifted its position in Bed Bath & Beyond Inc. (NASDAQ:BBBY) by 5.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 285,978 shares of the retailer’s stock after acquiring an additional 14,457 shares during […]

Boohoo Group’s (BOO) “Buy” Rating Reiterated at Shore Capital

Shore Capital reaffirmed their buy rating on shares of Boohoo Group (LON:BOO) in a research report released on Tuesday. Other equities analysts also recently issued research reports about the company. Royal Bank of Canada upped their target price on Boohoo Group from GBX 140 ($1.83) to GBX 160 ($2.09) and gave the company an underperform […]

Man Group plc Buys Shares of 26,282 Apergy Corp (APY)

Man Group plc bought a new position in shares of Apergy Corp (NYSE:APY) in the third quarter, HoldingsChannel reports. The firm bought 26,282 shares of the company’s stock, valued at approximately $1,145,000. Other hedge funds have also modified their holdings of the company. Eagle Asset Management Inc. purchased a new position in shares of Apergy […]

iShares CMBS ETF (CMBS) Stake Lessened by LPL Financial LLC

LPL Financial LLC lowered its position in iShares CMBS ETF (NYSEARCA:CMBS) by 39.0% during the third quarter, HoldingsChannel.com reports. The firm owned 9,227 shares of the company’s stock after selling 5,894 shares during the period. LPL Financial LLC’s holdings in iShares CMBS ETF were worth $459,000 at the end of the most recent quarter. Other […]

Fang (SFUN) & Brightcove (BCOV) Financial Analysis

Fang (NYSE:SFUN) and Brightcove (NASDAQ:BCOV) are both small-cap business services companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, dividends, profitability, valuation, institutional ownership, analyst recommendations and earnings. Profitability This table compares Fang and Brightcove’s net margins, return on equity and return on assets. […]

Head to Head Review: Lincoln Educational Services (LINC) versus Eos International (EOSI)

Eos International (OTCMKTS:EOSI) and Lincoln Educational Services (NASDAQ:LINC) are both consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, dividends, analyst recommendations, risk, profitability, institutional ownership and earnings. Analyst Ratings This is a breakdown of current recommendations and price targets for Eos […]

Semtech Co. (SMTC) Expected to Announce Quarterly Sales of $160.98 Million

Equities analysts forecast that Semtech Co. (NASDAQ:SMTC) will post $160.98 million in sales for the current fiscal quarter, Zacks Investment Research reports. Seven analysts have made estimates for Semtech’s earnings, with the highest sales estimate coming in at $162.90 million and the lowest estimate coming in at $160.00 million. Semtech reported sales of $140.61 million […]

JPMorgan Chase & Co. Boosts Spectris (SXS) Price Target to GBX 2,965

Spectris (LON:SXS) had its price objective upped by JPMorgan Chase & Co. from GBX 2,900 ($37.89) to GBX 2,965 ($38.74) in a research note issued to investors on Wednesday. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 23.39% from the stock’s […]

EULAV Asset Management Cuts Stake in Pfizer Inc. (PFE)

EULAV Asset Management reduced its position in Pfizer Inc. (NYSE:PFE) by 1.9% in the third quarter, HoldingsChannel reports. The firm owned 102,000 shares of the biopharmaceutical company’s stock after selling 2,000 shares during the quarter. EULAV Asset Management’s holdings in Pfizer were worth $4,495,000 at the end of the most recent reporting period. Several other […]

223,806 Shares in Visa Inc (V) Acquired by ING Groep NV

ING Groep NV acquired a new stake in Visa Inc (NYSE:V) during the 3rd quarter, HoldingsChannel.com reports. The fund acquired 223,806 shares of the credit-card processor’s stock, valued at approximately $33,591,000. Other large investors have also recently modified their holdings of the company. McKinley Carter Wealth Services Inc. bought a new stake in shares of […]

Zacks Investment Research Lowers NuStar Energy (NS) to Hold

NuStar Energy (NYSE:NS) was downgraded by Zacks Investment Research from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Monday. According to Zacks, “NuStar Energy is expected to successfully weather crude's precipitous decline through its large and diverse asset portfolio that provides highly certain cash flows. As […]

Gol Linhas Aereas Inteligentes (GOL) Downgraded by Zacks Investment Research

Gol Linhas Aereas Inteligentes (NYSE:GOL) was downgraded by Zacks Investment Research from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Monday. According to Zacks, “Shares of GOL Linhas have outperformed its industry in a year's time. Ushering in further good news, the company issued a bullish […]

Cobiz Wealth LLC Has $4.94 Million Holdings in Thermo Fisher Scientific Inc. (TMO)

Cobiz Wealth LLC raised its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 1.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,052 shares of the medical research company’s stock after buying an additional 280 shares during the quarter. Cobiz Wealth LLC’s […]

Eldorado Gold (EGO) Rating Lowered to Sector Perform at National Bank Financial

Eldorado Gold (NYSE:EGO) (TSE:ELD) was downgraded by National Bank Financial from an “outperform” rating to a “sector perform” rating in a research note issued to investors on Monday, The Fly reports. Several other brokerages have also issued reports on EGO. Desjardins raised shares of Eldorado Gold from a “sell” rating to a “hold” rating in […]

Credit Suisse AG Sells 187,400 Shares of iShares U.S. Home Construction ETF (ITB)

Credit Suisse AG lessened its position in iShares U.S. Home Construction ETF (BATS:ITB) by 94.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,240 shares of the exchange traded fund’s stock after selling 187,400 shares during the period. Credit […]

Critical Analysis: North West (NNWWF) & Smart & Final Stores (SFS)

North West (OTCMKTS:NNWWF) and Smart & Final Stores (NYSE:SFS) are both consumer defensive companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk. Valuation and Earnings This table compares North West and Smart & Final Stores’ […]

Douglas D. Schaer Purchases 8,334 Shares of Livexlive Media Inc (LIVX) Stock

Livexlive Media Inc (NASDAQ:LIVX) COO Douglas D. Schaer bought 8,334 shares of the company’s stock in a transaction that occurred on Thursday, January 10th. The stock was acquired at an average price of $3.00 per share, for a total transaction of $25,002.00. The purchase was disclosed in a legal filing with the Securities & Exchange […]

Edenbrook Capital, Llc Purchases 3,784 Shares of Frequency Electronics, Inc. (FEIM) Stock

Frequency Electronics, Inc. (NASDAQ:FEIM) Director Edenbrook Capital, Llc acquired 3,784 shares of Frequency Electronics stock in a transaction on Monday, January 14th. The stock was acquired at an average price of $10.34 per share, with a total value of $39,126.56. The transaction was disclosed in a document filed with the SEC, which is available through […]

Berenberg Bank Analysts Give Deutsche Post (DPW) a €31.00 Price Target

Deutsche Post (FRA:DPW) has been assigned a €31.00 ($36.05) price objective by investment analysts at Berenberg Bank in a research note issued to investors on Wednesday. The firm currently has a “buy” rating on the stock. Berenberg Bank’s price target points to a potential upside of 24.75% from the stock’s previous close. Other research analysts […]

Cardinal Capital Management Sells 1,359 Shares of NIC Inc. (EGOV)

Cardinal Capital Management cut its holdings in shares of NIC Inc. (NASDAQ:EGOV) by 4.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 29,593 shares of the software maker’s stock after selling 1,359 shares during the period. Cardinal Capital Management’s […]

Cardinal Capital Management Boosts Holdings in Lindsay Co. (LNN)

Cardinal Capital Management raised its position in shares of Lindsay Co. (NYSE:LNN) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,568 shares of the industrial products company’s stock after acquiring an additional 191 shares during the period. […]

Cozad Asset Management Inc. Takes $274,000 Position in Wells Fargo & Co (WFC)

Cozad Asset Management Inc. acquired a new position in shares of Wells Fargo & Co (NYSE:WFC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,944 shares of the financial services provider’s stock, valued at approximately $274,000. Other large […]

Oracle Co. (ORCL) Shares Bought by Cozad Asset Management Inc.

Cozad Asset Management Inc. grew its position in shares of Oracle Co. (NYSE:ORCL) by 35.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,246 shares of the enterprise software provider’s stock after buying an additional 1,906 shares during the period. […]

Cadence Capital Management LLC Buys 535 Shares of Home Depot Inc (HD)

Cadence Capital Management LLC boosted its stake in shares of Home Depot Inc (NYSE:HD) by 1.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,509 shares of the home improvement retailer’s stock after acquiring an additional 535 shares during the […]

Cambridge Trust Co. Has $16.09 Million Stake in Exxon Mobil Co. (XOM)

Cambridge Trust Co. decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 0.4% during the 3rd quarter, Holdings Channel reports. The firm owned 189,186 shares of the oil and gas company’s stock after selling 676 shares during the period. Cambridge Trust Co.’s holdings in Exxon Mobil were worth $16,085,000 at the end of […]