otc stocks

Investment company Narus Financial Partners, LLC buys iShares Floating Rate Bond, iShares National Muni Bond, Qualcomm, Vanguard Div Appreciation ETF – DNQ, Apple, Oracle, Charles Schwab, AMN Healthcare Services, Target, Valero Energy, sells iShares MBS, Vanguard Intermediate-Termorate Bond ETF, Lannett Co, NVIDIA, Whirlpool during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Narus Financial Partners, LLC. As of 2017-03-31, Narus Financial Partners, LLC owns 70 stocks with a total value of $102 million. These are the details of the buys and sells.

New Purchases: QCOM, VIG, ORCL, AMN, SCHW, Added Positions: WMT, FLOT, MUB, AAPL, TGT, GLD, AGG, VLO, PCY, IEF, Reduced Positions: VCIT, VCSH, SPY, HYG, VEA, IVV, IXN, MASI, SCZ, VWO, Sold Out: MBB, LCI, NVDA, WHR, BIVV,

For the details of Narus Financial Partners, LLC’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Narus+Financial+Partners% 2C+LLC

These are the top 5 holdings of Narus Financial Partners, LLCWal-Mart Stores Inc (WMT) – 857,657 shares, 60.64% of the total portfolio. Shares added by 5.98%Vanguard Total Stock Market (VTI) – 17,260 shares, 2.05% of the total portfolio. Shares reduced by 0.36%iShares National Muni Bond (MUB) – 17,276 shares, 1.85% of the total portfolio. Shares added by 34.09%iShares Core S&P 500 (IVV) – 7,444 shares, 1.73% of the total portfolio. Shares reduced by 2.54%iShares Floating Rate Bond (FLOT) – 29,778 shares, 1.49% of the total portfolio. Shares added by 47.99%New Purchase: Qualcomm Inc (QCOM)

Narus Financial Partners, LLC initiated holdings in Qualcomm Inc. The purchase prices were between $52.66 and $66.88, with an estimated average price of $58.02. The stock is now traded at around $52.66. The impact to the portfolio due to this purchase was 0.24%. The holdings were 4,276 shares as of 2017-03-31.

otc stocks: Phillips 66 Partners LP(PSXP) Advisors’ Opinion:

  • [By Dustin Parrett]

    In 2016, PAA partnered with Phillips 66 Partners LP (NYSE: PSXP) to build a $15 million pipeline expansion between Oklahoma and Canada. The new pipeline adds capacity for 100,000 more barrels of oil a day.


    As PSX has grown as a refining outfit, it has added midstream assets pipelines, terminals, rail lines and storage farms. Owning pipelines and gathering systems is a great way to generate cash flows. Phillips enhanced that by placing them inside of its master limited partnership, Phillip 66 Partners LP (PSXP). That way, PSX is preparing to keep its profits even when oil does inevitably rise.

otc stocks: China Jo-Jo Drugstores, Inc.(CJJD)

Advisors’ Opinion:

  • [By Jim Robertson]

    Today, our Under the Radar Moversnewsletter suggested small cap Chinese retail pharmacy stock China Jo-Jo Drugstores (NASDAQ: CJJD) as a bullish long trade:

otc stocks: (CVKEY)

Advisors’ Opinion:


    For example, Evergrande Life – a unit of property developer China Evergrande Group (OTC:EGRNF) – saw its premiums increase more than 40-fold in 2016. It used the proceeds to accumulate a significant stake in rival developer China Vanke (OTC:CVKEY) last year.


    On December 14, 4-Traders reported “BYD signed a strategic partnership agreement” with China Vanke (OTC:CVKEY), China’s largest property developer. The partnership will integrate Vanke’s property development and BYD’s cloud rail, providing a solution for urban development. BYD is also partnering (with 42 others) in a 5G joint innovation center with China Mobile (NYSE:CHL).


    Another illustration of the excellent project structuring skills that First Sponsor’s management possesses relates to the divestment of a 70% interest in its property development project in China, the Star of East River project in Dongguan to Chinese property developer China Vanke (OTC:CVKEY) in FY2016. It recorded a disposal gain of S$97.3 million in 4QFY2016 and recouped its capital investment in its entirety with a surplus cash return of approximately S$23.2 million. More importantly, First Sponsor still retains exposure to the Star of East River project with a 30% interest while having a brand-name listed property developer like China Vanke leading the project.

otc stocks: Carter's, Inc.(CRI)

Advisors’ Opinion:

  • [By Ben Levisohn]

    After running through their scenarios,Boruchow comes up with five losers from Trump’s tax plans: Carters (CRI), Urban Outfitters (URBN), Under Armour (UA), Fossil Group (FOSL) and Gap (GPS). He explains why:

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