EP Investment Club

Meeting Minutes for 8/9/17

August 9, 2017 Craig 0

Attendees: Grant, Nicky, Greg, Craig, Jenny, Eddie, Lloyd (guest)   General: Lloyd would like to join the club.   Updates: MO – 33% (25 shares) […]

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$LEA Stock Update

August 9, 2017 Grant 0

LEA reported earnings on 7/26 beating the estimates by $0.28 at $4.39. Although growth has slowed for the stock, the love that analysts and others […]

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$COST Stock Update

August 9, 2017 Grant 0

Last month we picked up COST on it’s dip down after AMZN purchased WFM and the market got scared of Amazon treading on CostCo’s territory. […]

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$ULTA Stock Update

August 9, 2017 Grant 0

ULTA has continued it’s laggard performance. Although I really want to like this stock for the diversity it adds to our portfolio, I’m less than […]

$NOC Stock Update

August 9, 2017 Nicky 0

  Earnings release July 26th: Earning of $3.15 per share, beating the estimate of $2.84 Revenue of $6.38 billion, beating estimate of $6.21 billion 14.2% […]

$JPM Stock Update

August 9, 2017 Nicky 0

  Earnings July 14: EPS of $1.82 versus $1.58 estimated (attributed to┬ámore loans to customers and robust investment banking business) Revenue: $26.41 billion versus $24.96 […]

$IPGP Stock Update

August 9, 2017 Nicky 0

Earning highlights from August 1st included unprecedented levels of activity.: Smashed EPS estimated by 16% – $1.91 compared to estimates of $1.64 Revenue was up […]

$EA Stock Update

August 9, 2017 Nicky 0

EA has had a sold performance over the past month, up some 8%. Earnings highlights from July 27 included: EPS at $0.31 (beating estimates of […]

$ANET Stock Update for 8/8/17

August 8, 2017 Craig 0

SUMMARY Rocketing up for epclub 11% in 2.5 weeks! Jumped 19% on 8/4 after solid 2nd quarter results CURRENT FINANCIALS Analyst recommendation 2.3 PEG 2.94 […]

$GOOG Stock Update for 8/8/17

August 8, 2017 Craig 0

SUMMARY Some recent controversy Financial metrics look good, lets hold CURRENT FINANCIALS Analyst recommendation 1.8 PEG 1.64 EPS next 5Y 19% Performance month: 0%, quarter […]