Boston, MA, based Investment company Woodstock Corp buys Enbridge, Versartis, Analog Devices, FibroGen, Cedar Fair LP, Axovant Sciences, Aratana Therapeutics, Vanguard FTSE All World Ex US, iShares Core S&P Small-Cap, Iron Mountain, sells Spectra Energy, F5 Networks, Stericycle, Linear Technology, The Hain Celestial Group during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Woodstock Corp. As of 2017-03-31, Woodstock Corp owns 159 stocks with a total value of $496 million. These are the details of the buys and sells.
New Purchases: ENB, VSAR, ADI, FUN, VEU, Added Positions: ROP, PETX, AXON, FGEN, COST, BAC, CMCSA, BRK.B, IJR, LLY, Reduced Positions: FFIV, SRCL, HAIN, AGN, IDXX, CELG, APD, UNFI, BP, ORLY, Sold Out: SE, LLTC, GILD, KERX, GBCI, TTOO, BIVV,
For the details of WOODSTOCK CORP’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=WOODSTOCK+CORP
These are the top 5 holdings of WOODSTOCK CORPMicrosoft Corp (MSFT) – 250,275 shares, 3.32% of the total portfolio. Shares reduced by 1.29%O’Reilly Automotive Inc (ORLY) – 56,954 shares, 3.1% of the total portfolio. Shares reduced by 3.19%Celgene Corp (CELG) – 98,205 shares, 2.46% of the total portfolio. Shares reduced by 5.42%Intuitive Surgical Inc (ISRG) – 15,877 shares, 2.45% of the total portfolio. Shares reduced by 3.05%Johnson & Johnson (JNJ) – 97,585 shares, 2.45% of the total portfolio. Shares reduced by 3.52%New Purchase: Enbridge Inc (ENB)
Woodstock Corp initiated holdings in Enbridge Inc. The purchase prices were between $40.31 and $44.37, with an estimated average price of $42.25. The stock is now traded at around $41.86. The impact to the portfolio due to this purchase was 0.6%. The holdings were 71,229 shares as of 2017-03-31.
Top 5 Value Stocks To Watch For 2018: Baker Hughes Incorporated(BHI)
- [By Matthew DiLallo]
Following a series of M&A announcements in the oilfield-services sector since the onset of the oil market downturn, French oil-field service company Technip and U.S. oilfield equipment company FMC Technologies (NYSE:FTI) hooked up in an all-stock deal valuing the combined company at $13 billion. Shareholders of each company will own 50% of the combined entity, to be named TechnipFMC, which implies a roughly $6.5 billion acquisition valuation for each entity. The transaction, which should close early next year, will “combine Technip’s innovative systems and solutions, state-of-the-art assets, engineering strengths, and project management capabilities with FMC Technologies’ leading technology, manufacturing, and service capabilities.” Further, it should save $400 million in annual costs by 2019. Moreover, it will enable the combined company to compete better against larger oil-field service rivals Baker Hughes (NYSE:BHI), Halliburton (NYSE:HAL), and Schlumberger (NYSE:SLB), which have all gained strength during the downturn either through M&A activities or cost savings initiatives.
- [By Arie Goren]
The Oil and gas business represents a significant part of GE’s operations. Oil and gas segment revenues of $9.5 billion accounted for 10.5% of the company’s total revenues in the first nine months of 2016. In the same period in 2015, the segment’s revenues were much higher at $12.1 billion, 14.5% of GE’s total revenues for that period. In one of my previous articles about GE, I suggested that GE’s decision to combine its oil and gas business with one of the world’s leading oilfield services companies Baker Hughes (NYSE:BHI)is a smart move. Meanwhile, Brent crude oil price has climbed 20% from the beginning of 2016 to $55.45 per barrel, and WTI crude oil price has increased 17.5% to $52.37 per barrel in the same period. As such, the U.S. rig count has started to recover, and oil and gas producers have begun to increase their capital spending. According to Baker Hughes, the average U.S. rig count for December 2016 increased by 54 from the prior month to 634 rigs. This development will benefit GE in the current quarter and much more after the merger with Baker Hughes.
- [By Ben Levisohn]
Evercore ISI’s James West and team are starting to feel really good about the potential of the General Electric (GE)-Baker Hughes (BHI) merger. They explain why:
- [By William Patalon III]
Since the moment it was announced, we’ve been highly bullish on the complicated-but-intriguing deal that would combine the oilfield services unit of General Electric Co. (NYSE: GE) and all of sector rival Baker Hughes Inc. (NYSE: BHI).
- [By Tyler Crowe]
Among the year-end numbers, there isn’t that much that pops out as extraordinary. Halliburton ended 2016 with a $6.69 per-share loss. Much of that loss, though, was the $7.4 billion in charges related to asset impairments, goodwill writedowns, and the $4.06 billion it had to charge for the termination of the merger with Baker Hughes (NYSE:BHI). So when looking at the company’s year-end results, do keep in mind that those are heavily skewed by one-time items that probably won’t have much of a material impact on the business in the coming year. Looking at operational income, we see that international markets held up rather well throughout the year, while the North American market suffered.
Top 5 Value Stocks To Watch For 2018: Snap Inc. (SNAP)
- [By Jon C. Ogg]
Snap Inc. (NYSE: SNAP) was started as Neutral with a $20 price target at Mizuho. Its post-IPO range is $19.75 to $29.44, and it was a $17 price at the official IPO allocation.
- [By Kumar Abhishek]
Yesterday, the self-described “camera company” Snap Inc (NYSE:SNAP) went public in what was one of the most successful IPO listings in the past few years. Pushing aside all the valuation concerns, Snap shares listed on NYSE at a price of $24, more than 40% above its offer price of $17. After hitting a high of $26.05, Snap stockclosed the day at $24.48, 44% above its initial price. So, if you are one of those people who held SNAP stock before it started trading on NYSE, congratulations! In all, more than 217 million shares of SNAP changed hands. Snap Inc raised more money through its IPO than all of the tech IPOs combined in 2016.
- [By Jon C. Ogg]
Snap Inc. (NYSE: SNAP) has had a very hard time accomplishing what many social media fans would have liked. The company has a serious issue about how it can and will grow its user base and engagement. And it has now reportedly lost its daily news show from CNN.
Top 5 Value Stocks To Watch For 2018: Syngenta AG(SYT)
- [By Shanthi Rexaline]
Agri-Input Companies — Seeds/ Fertilizers/Pesticides Manufacturers
Monsanto Company (NYSE: MON): +68.82 percent since 2011. Syngenta AG (ADR) (NYSE: SYT): +56.26 percent since 2011. Mosaic Co (NYSE: MOS): -63.1 percent since 2011. Potash Corporation of Saskatchewan (USA) (NYSE: POT): -67.8 percent since 2011. CF Industries Holdings, Inc. (NYSE: CF): +5.04 percent since 2011. Agrium Inc. (USA) (NYSE: AGU): +1.10 percent since 2011.
- [By WWW.THESTREET.COM]
Syngenta AG (SYT) CEO Erik Fyrwald said Wednesday that he was “entirely confident” the company’s $43 billion takeover by China National Chemical Corp. would close in the second quarter of this year and dismissed suggestions it would be disrupted by a third party.
Top 5 Value Stocks To Watch For 2018: Oceaneering International, Inc.(OII)
- [By Lisa Levin]
On Friday, energy shares surged by 2.60 percent. Top gainers in the sector included Oceaneering International (NYSE: OII), Willbros Group Inc (NYSE: WG), and Cobalt International Energy, Inc. (NYSE: CIE).
- [By Monica Gerson]
Oceaneering International (NYSE: OII) is projected to post its quarterly earnings at $0.35 per share on revenue of $641.85 million.
Tennant Company (NYSE: TNC) is estimated to report its quarterly earnings at $0.25 per share on revenue of $180.93 million.
Top 5 Value Stocks To Watch For 2018: Genuine Parts Company(GPC)
- [By ]
After delivering 9% (including dividends) since my recommendation, shares of Genuine Parts Co. (NYSE: GPC) now trade at an attractive 15% discount to their 52-week high. Despite the rise and sudden drop, my original investment thesis is still intact.
- [By ]
2. Price To Sales
Another useful metric is the price-to-sales ratio (P/S). P/S measures a company’s market cap versus its annual revenue number. The idea is that the lower the number, the greater the implied value. For example, Snap, Inc. (Nasdaq: SNAP) trades at 26.9 times sales, an incredibly expensive number. However, aftermarket auto parts giant Genuine Parts (NYSE: GPC) trades at just 0.88 times sales — 88 cents to every dollar of sales the company brings in. Often, the lower the number, the more inefficiently the market has mispriced the stock.
- [By Lee Samaha]
Genuine Parts Company (NYSE:GPC), owner of NAPA Auto Parts, became the first of the major auto parts companies to report earnings and sales for its first-quarter period ending on March 21.
- [By WWW.MONEYSHOW.COM]
Aflac (AFL) — yielding 2.5%
Archer-Daniels Midland (ADM) — yielding 2.7%
Chevron (CVX) — yielding 3.8%
ExxonMobil (XOM) — yielding 3.6%
Genuine Parts (GPC) — yielding 2.7%
Johnson & Johnson (JNJ) — yielding 2.8%
T. Rowe Price (TROW) — yielding 3.2%