Month: July 2017

EP Investment Club

Meeting Minutes for 7/20/17

Attendees: Grant, Nicky, Greg, Craig General: Used new Zoom online cloud meeting tool. Free and worked well but has 40 minute time limit. Sells: Add 10% trailing stop loss to CACI. Pitches: COST – Costco ANET – Arista Networks Buys: ANET COST

$JPM Stock Update

  JPM (along all the other major banks) passed the Federal Reserve Board’s stress tests at the end of June – meaning that they should be “safe” from failure. I also means they’re allowed to up their dividends and share repurchases. JPMorgan ,has authorized share buybacks of up to $19 billion between July 1 and June 30 next year …

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$NOC Stock Update

NOC recently raised its quarterly dividend by 11% to $0.90 per share   NOC won the following contracts recently: $409M Air Force Deal for NGT-PAC Project $93M Navy Contract to Support C2PC $179M Deal to Supply LAIRCM’s Hardware $35M Deal to Support E-2D Hawkeye Jet $244M Deal to Offer AESA Radars

$IPGP Stock Update

May 23 IPGP announced that they acquired OptiGrate Corporation, a pioneer and leading manufacturer of the highest-quality chirped volume Bragg grating (VBG) technologies. OptiGrate VBG-based components enable dramatic performance improvement, miniaturization and cost reduction of ultrafast pulsed lasers for micro materials processing, medical and other applications. June 19 IPGP announced that it has signed a …

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$EA Stock Update

Highlights: Earning to be released at the end of the month Up 22% this quarter Interesting news and developments: Release announcement for Battlefront II (now with micro-transactions) – Coming 2017 Holidays Season A Way Out (a co-op only game uniquely tailored for two players) – Coming early 2018