Investment company Scott Black buys HD Supply Holdings, Royal Caribbean Cruises, Fabrinet, Sensata Technologies Holding N.V., Daimler AG, Royal Dutch Shell PLC, Wyndham Worldwide, Life Storage, Freeport-McMoRan, Carnival, sells Time Warner, Union Pacific, Check Point Software Technologies, Herman Miller, Teradyne during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Delphi Management, Inc.. As of 2016-12-31, Delphi Management, Inc. owns 93 stocks with a total value of $171 million. These are the details of the buys and sells.
New Purchases: HDS, RCL, FN, ST, DDAIF, RDS.A, WYN, LSI, FCX, SHPG, Added Positions: CCL, SCS, ZBH, AGN, CLS, TSN, VZ, ON, DHI, WPPGY, Reduced Positions: MSCC, TGNA, QVCA, SKX, ICFI, SBGI, AXE, BDC, ICLR, DGX, Sold Out: TWX, UNP, CHKP, MLHR, TER, RL, M, FBIZ, ADNT, ASIX,
For the details of Scott Black’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Scott+Black
T hese are the top 5 holdings of Scott BlackBerkshire Hathaway Inc (BRK.B) – 33,164 shares, 3.16% of the total portfolio. Shares reduced by 0.38%Sanmina Corp (SANM) – 75,666 shares, 1.62% of the total portfolio. Shares reduced by 10.33%Deluxe Corp (DLX) – 37,101 shares, 1.55% of the total portfolio. Shares added by 4.19%HD Supply Holdings Inc (HDS) – 61,680 shares, 1.53% of the total portfolio. New PositionGoldman Sachs Group Inc (GS) – 10,842 shares, 1.52% of the total portfolio. Shares reduced by 20.26%New Purchase: HD Supply Holdings Inc (HDS)
Scott Black initiated holdings in HD Supply Holdings Inc. The purchase prices were between $31.4 and $43.73, with an estimated average price of $36.87. The stock is now traded at around $43.13. The impact to the portfolio due to this purchase was 1.53%. The holdings were 61,680 shares as of 2016-12-31.
Hot Clean Energy Stocks To Buy For 2017: BYD Company Limited (BYDDY)
- [By SEEKINGALPHA.COM]
Some already had their autonomous car bets made with positions in both Tesla and Nvidia (NASDAQ:NVDA) surmising those will be the big winners. They have good company. Trip Chowdhry of Global Equities Research summed up his thesis for autonomous transportation and transportation in general going forward as Winners: Tesla, Nvidia; and Losers: Mobileye (NYSE:MBLY) and all traditional automakers. All traditional automakers? That’s basically every automaker on the planet besides Tesla and maybe Fisker and BYD (OTCPK:BYDDY), that’s a lot of losers. Trip is a talented analyst. I’ve followed him for many years (see his ranking on TipRanks here). Even for him, that’s a pretty bold statement. It got me thinking, is Tesla’s lead in the race for autonomous cars so great that the race is effectively over? I wanted to find out if I was using traditional methodologies too much, overthinking my picks and missing out on the bigger winner, Tesla.
- [By SEEKINGALPHA.COM]
BYD Co. (OTCPK:BYDDY) (OTCPK:BYDDF) (HK:1211)
On December 4, BYD’s CEO Wang presented “The company’s SkyRail electric monorail at the Mayors Summit in Mexico City before 500 guests. This included government officials from over 93 cities, more than 40 mayors, NGO representatives, business leaders, and the media.”
Hot Clean Energy Stocks To Buy For 2017: Polo Ralph Lauren Corporation(RL)
- [By Ben Levisohn]
Hanesbrands was just one of many retail companies that got shellacked this week. Under Armour (UAA) tumbled 29% after missing earnings forecasts and cutting its guidance, while Deckers Outdoor (DECK) plunged 21% after its earnings missed the Street consensus, and Ralph Lauren (RL) plummeted 13% after its CEO stepped down.
- [By Johanna Bennett]
Times are tough for Ralph Lauren (RL). Profit and sales are fallingat theiconic clothingcompany, and investors who bet on a turnaround havelost their shirts on the stock. Adding to its troubles,CEO StefanLarsson is departingfollowing a creative clash with the companys namesake and founder.
Pessimism, meanwhile, appears to be on the rise.
According to a report by the financial analytics company S3 Partners, short interest in Ralph Lauren has risen since the start of the year, hitting historical levels. And while that short position is expected to keep expanding, bearish sentiments could turn on a dime.
Ihor Dusaniwsky at S3 Partners writes:
RL short interest levels, already at historical highs today, should continue to grow if the recent trend continues, but having made almost 23% in 2016 and 14% in 2017, short sellers may be quick to cover their positions and lock in profits if RLs stock price turns against them.
Short interest in Ralph Lauren fell in 2016 as the stock price fella nd shorts covered positions, netting a return of 22.6%. So far this year, however, the short position as increased $226 million, or 38% to $815 million as of this morning, according to the S3 report.
Its a profitable day for those short sellers. Todays 11% decline Ralph Laurens stock price on an $815 million short position has added $90 million to the short sellers collective bottom line.
Ralph Lauren is down 11.5% in recent market actions to $77.26 a after earlier falling as low as $76.86 a share. Thats the lowest price for the stock since 2010.
- [By WWW.THESTREET.COM]
The sidewalks outside stores like Armani, Dolce & Gabanna, Ralph Lauren (RL) , Gap (GPS) , Prada, Abercrombie & Fitch (AF) , Microsoft (MSFT) and Harry Winston are now lined with metal barricades. The strip commands some of the highest retail rents in the world, with the average annual rent being $3500 per square foot.
Hot Clean Energy Stocks To Buy For 2017: Teladoc, Inc.(TDOC)
- [By Steve Symington, Rich Smith, and Keith Speights]
But from an investor’s perspective, that raises the question: Are there other stocks that could offer similar returns?So we asked three top Motley Fool contributors to each pick a stock they believe hasNVIDIA-like return potential. Read on to see why they chose CalAmp (NASDAQ:CAMP), Kratos Defense & Security (NASDAQ:KTOS), and Teladoc (NYSE:TDOC).
Hot Clean Energy Stocks To Buy For 2017: BioMarin Pharmaceutical Inc.(BMRN)
- [By George Budwell, Rich Smith, and Matthew DiLallo]
With this question in mind, we asked three of our contributors which stocks they recommend to buy and hold for the next 20 years. They suggestedBioMarin Pharmaceutical (NASDAQ:BMRN), Enterprise Products Partners (NYSE:EPD), andLockheed Martin (NYSE:LMT). Below, they discuss why they chose these particular stocks, and why investors with a long-term outlook may want to consider adding them to their portfolios right now.
- [By Keith Speights]
You might not have heard too much about Akebia Therapeutics (NASDAQ:AKBA), BioMarin Pharmaceutical (NASDAQ:BMRN), and Idera Pharmaceuticals (NASDAQ:IDRA). These are three biotech stocks that you could be overlooking — but deserve your attention. Here’s why.
- [By Ben Levisohn]
Skorney’s namesVertex Pharmaceuticals (VRTX),Sarepta Therapeutics (SRPT), and Curis (CRIS) his top biotech picks for 2017, while Ulz chosesBioMarin Pharmaceutical (BMRN) andParatek Pharmaceuticals (PRTK).
Hot Clean Energy Stocks To Buy For 2017: Camping World Holdings, Inc. (CWH)
- [By Benzinga News Desk]
Camping World's (NYSE: CWH) analyst quiet period has ended. So far, it has received coverage form four analysts.
Sell-Side's Most Noteworthy Calls Morgan Stanley downgraded Juniper (NYSE: JNPR) to Underweight. Guggenheim downgraded MasterCard (NYSE: MA) to Neutral. Imperial Capital upgraded Allegion (NYSE: ALLE) to Outperform. Summit Redstone upgraded VMware (NYSE: VMW) to Buy. Oppenheimer started Twilio (NYSE: TWLO) at Outperform. Deal Talk
Cipher Pharmaceuticals (NASDAQ: CPHR) is said to have hired an investment bank to explore strategic alternatives, according to sources as reported by Reuters on Monday. The sources said a potential sale of the Canada-based company is being considered. Cipher declined comment on the report.