Month: April 2017

EP Investment Club

Meeting Minutes for 4/12/17

Attendees – Craig, Greg, Nicky, Grant, Craig, Jenny, Brian (guest) Sells – NVDA – DAL Pitches – AE Electronic Art – NFLX Netflix – AVGO Broadcom – T AT&T Buys – NFLX Coverage changes – TSLA to Craig – NFLX to Craig

$RAI

05/05/17 Reynolds American Inc. (RAI) announced today that British American Tobacco p.l.c. (BAT) (BATS.L) has obtained unconditional antitrust approval from the Japanese authorities in relation to its proposed acquisition of RAI.  There has been greater than 20% stock growth since 1ST of the year.   Recommend Hold  

$MO

Mo had a minor drop since last month but is recovering.  The strong dividend of this stock makes still makes it attractive. Recommend HOLD

$CACI

After a double top over the past couple months, CACI appears back on track and looks to have head room for growth in their government security portfolio offerings. Recommend hold.

$LEA Stock Update

Lear is a stock that continues to show great numbers and has a very strong analyst and institutional approval rating. It is rated top stock in it’s sector of Consumer Discretionary by Fidelity. Lear is slated to release on 4/26 for Q1 2017. I’m looking forward to hearing the results, especially since they have beat …

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$EA Stock Update

Multimedia & Graphics Software, video games Faster internet connections and online-enabled consoles have been game-changers for video game publishers. Physical sales of games in retail stores are dwindling as gamers choose to download games directly to their console. Physical game discs are diminishing and are being replaced with high-margin downloadable content directly distributed to gamers …

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