Meeting Notes from 9/9/15
9/9/15 Attendees: Grant, Nicky, Craig, Eddie, Jenny Updates: Grant taking TSLA from Craig Eddie taking GILD Sells: None Pitches: STZ – Constellation Brands (add to) JBLU – JetBlue Airways @ $22 Buys: STZ Cash
Month: September 2015
$HACK ETF Update for 9/8/15
SUMMARY “Flash Crash” of 8/25 caused by algorithmic trading saw HACK and other large ETFs lose 30-50% of value only to recover most by end of day Some component stocks have seen major run-ups to nosebleed levels Few credible indicators, must look at underlying positions Still believe this is good sector I recommend we HOLD …
$TSLA Stock Update for 9/8/15
SUMMARY A lot riding on big increase in deliveries in Q4. I’m concerned about their ability to deliver on this. No major negative news I recommend we HOLD but watch closely CURRENT FINANCIALS Analyst recommendation 2.5 PEG n/a EPS next 5Y n/a Performance month: 2%, quarter -3%, 6 month 30%, year -12% RECENT NEWS 9/8/15 …
$IPGP Stock Update for 9/8/15
SUMMARY Recent volutility tracking with S&P Current indicators look good Recent earnings report looked good I recommend we HOLD CURRENT FINANCIALS Analyst recommendation 1.8 PEG 0.55 EPS next 5Y 35% Performance month: -12%, quarter -11%, 6 month -14%, year 23% RECENT NEWS 8/26/15 IPG Photonics Corp. reports preliminary financial results for the quarter ended June …
$LUV Stock Update for 9/8/15
SUMMARY Two recent analyst upgrades Strong upward trend recently Fundamentals strong I recommend we HOLD CURRENT FINANCIALS Analyst recommendation 2.0 PEG 0.7 EPS next 5Y 24% Performance month: 2%, quarter 10%, 6 month -11%, year 17% RECENT NEWS 9/3/15 Southwest Airlines says it has reached an agreement with union negotiators on terms for a …
$BRK-B Stock Update
Berkshire Hathaway hasn’t fully recovered from it’s big drop in August, where it dropped from just about $140 to $125 (about a 10% drop). It did make it’s way up to $135, but has dropped just today to $130. As always, news of what’s going on is pretty obscure with the celebrity status of Warren …
$EA Stock Update
EA if down some 8% over the last month but things are looking good for the future performance of the company. EA Sport’s newest game, Madden NFL 16, is leading game sales by a wide margin with 1.33 million units sold. Also, EA is demoing a new game: EA SPORTS FIFA 16. Their new Star …
$LEA Stock Update
Since we met last month, LEA has not really moved a whole lot – dropping with the big market scare and then propelling back up to the same price it was about 1 month ago. LEA still holds a strong position as a value stock, and it’s stats still show a buy for the stock. …
$NOC Stock Update
NOC share price performance of 31.72% over the last 12 months is above the median of its peers (8.16%). The 30-day performance is -2.69%, also above the median its (-5.57%). NOC also breached its 50 day moving average. NOC went ex-dividend, meaning that anyone holding the stock on the ex-dividend date will receive a payout …