Month: January 2017

EP Investment Club

Meeting Minutes for 1/11/17

  Attendees: Nicky, Grant, Greg, Craig, Jenny Sell: LUV Pitches: JPM – JP Morgan Chase BAC – Bank of America NVDA – NVidia GS – Goldman Sachs FB (add to) – Facebook Buys: JPM BAC NVDA Annual meeting/party next month.  Grant to email ideas and dates.

$BRK-B

Berkshire had a nice rally in the last two months of 2016, making a dash for a 52W high of $167.25 and is now settled down around $162. The reason for Berkshire Hathaways nice bump is due to many of it’s holdings being banks and with Trump winning the election, banks stand to benefit quite …

$BRK-B Read More »

$NOC Stock Update

“The United States must greatly strengthen and expand its nuclear capability until such time as the world comes to its senses regarding nukes” – Trump As Trump tweets about starting a nuclear arms race (presumably against Russia) there should be no shortage of military defense spending during the next presidency. In real news, in 2017 …

$NOC Stock Update Read More »

$IPGP Stock Update

IPGP has had some impressive growth numbers over the last few years. They are a leading provider of industrial fiber lasers. IPGP has benefited from both increased laser adoption by manufacturers and from fiber lasers taking market share away from traditional CO2 laser systems. Those trends have combined to increase IPGP’s revenue and EPS. The laser market in general …

$IPGP Stock Update Read More »

$LUV Stock Update for 1/8/17

SUMMARY See DAL analysis PEG is a bit over valued, airline valuations due to take a breather I recommend we take our profit CURRENT FINANCIALS Analyst recommendation 1.9 PEG 1.24 EPS next 5Y 11% Performance month: 5%, quarter 28%, 6 month 24%, year 20%  EP Club 20%