Galveston, TX, based Investment company Kempner Capital Management Inc. buys Acuity Brands Inc, Walgreens Boots Alliance Inc, Walt Disney Co, Allergan PLC, Roche Holding AG, General Mills Inc, Cardinal Health Inc, Johnson Controls International PLC, Liberty Property Trust, WEC Energy Group Inc, sells XL Group, National Oilwell Varco Inc, Williams-Sonoma Inc, Rio Tinto PLC during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Kempner Capital Management Inc.. As of 2018-06-30, Kempner Capital Management Inc. owns 59 stocks with a total value of $147 million. These are the details of the buys and sells.
New Purchases: AYI, WBA, AGN, GIS, LPT, WEC, Added Positions: DIS, RHHBY, CAH, JCI, Reduced Positions: NOV, WSM, GM, Sold Out: XL, RIO,
For the details of KEMPNER CAPITAL MANAGEMENT INC.’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=KEMPNER+CAPITAL+MANAGEMENT+INC.
These are the top 5 holdings of KEMPNER CAPITAL MANAGEMENT INC.Cullen/Frost Bankers Inc (CFR) – 98,655 shares, 7.26% of the total portfolio. Shares reduced by 0.5%Bank of America Corporation (BAC) – 258,494 shares, 4.96% of the total portfolio. Shares reduced by 0.03%BP PLC (BP) – 154,960 shares, 4.81% of the total portfolio. General Motors Co (GM) – 167,686 shares, 4.49% of the total portfolio. Shares reduced by 9.83%Schlumberger Ltd (SLB) – 96,692 shares, 4.41% of the total portfolio. Shares reduced by 0.03%New Purchase: Acuity Brands Inc (AYI)
Kempner Capital Management Inc. initiated holding in Acuity Brands Inc. The purchase prices were between $110.22 and $136.67, with an estimated average price of $121.89. The stock is now traded at around $127.85. The impact to a portfolio due to this purchase was 2.08%. The holding were 26,358 shares as of 2018-06-30.
Best Energy Stocks For 2019: Marten Transport, Ltd.(MRTN)
- [By Ethan Ryder]
New York State Common Retirement Fund grew its stake in shares of Marten Transport, Ltd (NASDAQ:MRTN) by 9.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,968 shares of the transportation company’s stock after acquiring an additional 10,000 shares during the period. New York State Common Retirement Fund’s holdings in Marten Transport were worth $2,690,000 at the end of the most recent quarter.
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Schneider National (NYSE: SNDR) and Marten Transport (NASDAQ:MRTN) are both transportation companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, risk, valuation, earnings, dividends and profitability.
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Marten Transport (NASDAQ: MRTN) and YRC Worldwide (NASDAQ:YRCW) are both small-cap transportation companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, risk, dividends, earnings, institutional ownership, analyst recommendations and valuation.
Best Energy Stocks For 2019: TravelCenters of America LLC(TA)
- [By Max Byerly]
Get a free copy of the Zacks research report on TravelCenters of America (TA)
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- [By Lisa Levin] Companies Reporting Before The Bell
Tyson Foods, Inc. (NYSE: TSN) is projected to report quarterly earnings at $1.32 per share on revenue of $9.89 billion.
Sysco Corporation (NYSE: SYY) is estimated to report quarterly earnings at $0.64 per share on revenue of $14.34 billion.
Louisiana-Pacific Corporation (NYSE: LPX) is expected to report quarterly earnings at $0.67 per share on revenue of $692.63 million.
Cognizant Technology Solutions Corporation (NASDAQ: CTSH) is estimated to report quarterly earnings at $1.06 per share on revenue of 3.90 billion.
Manchester United plc (NYSE: MANU) is estimated to report quarterly loss at $1.35 per share on revenue of $193.67 million.
Sempra Energy (NYSE: SRE) is expected to report quarterly earnings at $1.66 per share on revenue of $3.24 billion.
Willis Towers Watson Public Limited Company (NYSE: WLTW) is projected to report quarterly earnings at $3.01 per share on revenue of $2.23 billion.
Green Plains Inc. (NASDAQ: GPRE) is estimated to report quarterly loss at $0.28 per share on revenue of $922.42 million.
TravelCenters of America LLC (NASDAQ: TA) is projected to report quarterly loss at $0.16 per share on revenue of $1.59 billion.
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Welbilt, Inc. (NYSE: WBT) is estimated to report quarterly earnings at $0.11 per share on revenue of $329.71 million.
Horizon Pharma Public Limited Company (NASDAQ: HZNP) is projected to report quarterly earnings at $0.07 per share on revenue of $234.17 million.
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- [By Dustin Parrett]
One of the worst stocks to play right now is TravelCenters of America LLC (Nasdaq: TA).
It may seem intuitive that higher gas prices will lead to higher profits for gas stations. But gas stations have notoriously thin profit margins on gasoline, which means they are hardly making money on gasoline sales.
- [By Stephan Byrd]
TravelCenters of America LLC (NASDAQ:TA) – B. Riley upped their FY2018 earnings estimates for TravelCenters of America in a research note issued to investors on Wednesday, September 5th. B. Riley analyst B. Maher now anticipates that the specialty retailer will earn ($0.62) per share for the year, up from their previous forecast of ($0.70). B. Riley has a “Buy” rating and a $10.00 price target on the stock. B. Riley also issued estimates for TravelCenters of America’s Q4 2018 earnings at ($0.15) EPS.
Best Energy Stocks For 2019: CA Inc.(CA)
- [By Timothy Green]
After trying and failing to acquire mobile-chip giant Qualcomm, Broadcom (NASDAQ:AVGO) has turned its attention to other targets. The company announced on July 11 that it had agreed to pay $18.9 billion in cash for CA Technologies (NASDAQ:CA), a software company that derives about half its revenue and most of its profits from software and solutions for mainframe systems. Broadcom is making a very big bet on big iron.
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When an executive order from the Trump administration shut down Broadcom’s (NASDAQ:AVGO) attempt to buy chip-making peer Qualcomm (NASDAQ:QCOM), the company wasted no time finding other targets for its buyout ambitions. Just four months later, Broadcom is acquiring business software veteran CA Inc. (NASDAQ:CA) in an $18.9 billion all-cash deal.That’s $44.50 per CA share, 19.6% above Wednesday’s closing price.
- [By Shane Hupp]
CA Technologies (NASDAQ:CA) issued an update on its FY19 earnings guidance on Tuesday morning. The company provided EPS guidance of $2.75-$2.81 for the period, compared to the Thomson Reuters consensus EPS estimate of $2.74. The company issued revenue guidance of $4.25-$4.29 billion, compared to the consensus revenue estimate of $4.31 billion.
- [By Stephan Byrd]
Legal & General Group Plc lessened its stake in shares of CA, Inc. (NASDAQ:CA) by 6.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,723,007 shares of the technology company’s stock after selling 113,457 shares during the quarter. Legal & General Group Plc owned about 0.41% of CA worth $61,425,000 at the end of the most recent reporting period.
- [By Chris Lange]
Earlier this summer, Broadcom was hoping to acquire Qualcomm in a deal that faced more scrutiny and reviews than most companies would be able to stand. Now that the Qualcomm issue is believed to be behind Broadcom, the company has decided that CA Inc. (NASDAQ: CA) was going to be a suitable quasi-replacement deal for the chip giant.