Archive for Mark James

Royal Bank of Canada Upgrades Phillips 66 (NYSE:PSX) to “Outperform”

Phillips 66 (NYSE:PSX) was upgraded by stock analysts at Royal Bank of Canada from a “sector perform” rating to an “outperform” rating in a research note issued to investors on Sunday, Marketbeat Ratings reports. The firm currently has a $67.00 target price on the oil and gas company’s stock. Royal Bank of Canada’s price objective […]

Trivest Advisors Ltd Takes $9.41 Million Position in NVIDIA Co. (NASDAQ:NVDA)

Trivest Advisors Ltd purchased a new stake in NVIDIA Co. (NASDAQ:NVDA) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 40,000 shares of the computer hardware maker’s stock, valued at approximately $9,412,000. NVIDIA comprises approximately 2.6% of Trivest Advisors Ltd’s portfolio, making the stock […]

Tempus Wealth Planning LLC Buys Shares of 5,260 Waste Management, Inc. (NYSE:WM)

Tempus Wealth Planning LLC bought a new stake in shares of Waste Management, Inc. (NYSE:WM) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 5,260 shares of the business services provider’s stock, valued at approximately $599,000. Several other hedge funds and other institutional investors […]

Tempus Wealth Planning LLC Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

Tempus Wealth Planning LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 4,510 shares of the financial services provider’s stock, valued at approximately $629,000. Several other institutional investors and hedge funds […]

Wealth Advisors Inc. Makes New $6.95 Million Investment in Invesco QQQ Trust (NASDAQ:QQQ)

Wealth Advisors Inc. purchased a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ) in the fourth quarter, Holdings Channel reports. The fund purchased 29,601 shares of the exchange traded fund’s stock, valued at approximately $6,948,000. Invesco QQQ Trust comprises 4.0% of Wealth Advisors Inc.’s holdings, making the stock its 9th largest holding. A number […]

Analysts Expect Southern Co (NYSE:SO) Will Post Quarterly Sales of $5.62 Billion

Analysts expect Southern Co (NYSE:SO) to announce $5.62 billion in sales for the current fiscal quarter, Zacks Investment Research reports. Two analysts have issued estimates for Southern’s earnings, with the highest sales estimate coming in at $5.65 billion and the lowest estimate coming in at $5.59 billion. Southern reported sales of $5.41 billion during the […]

Westshore Wealth LLC Buys Shares of 1,796 NVIDIA Co. (NASDAQ:NVDA)

Westshore Wealth LLC bought a new stake in NVIDIA Co. (NASDAQ:NVDA) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 1,796 shares of the computer hardware maker’s stock, valued at approximately $423,000. Other institutional investors and hedge funds also recently bought and […]

Westshore Wealth LLC Takes Position in Pfizer Inc. (NYSE:PFE)

Westshore Wealth LLC acquired a new position in Pfizer Inc. (NYSE:PFE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 21,948 shares of the biopharmaceutical company’s stock, valued at approximately $860,000. Pfizer makes up about 0.9% of Westshore Wealth […]

SVB Wealth Advisory Inc. Takes $161,000 Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

SVB Wealth Advisory Inc. acquired a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) during the 4th quarter, Holdings Channel.com reports. The fund acquired 1,697 shares of the company’s stock, valued at approximately $161,000. A number of other hedge funds and other institutional investors have also recently made changes to their positions in the […]

Wealth Advisors Inc. Invests $870,000 in Home Depot Inc (NYSE:HD)

Wealth Advisors Inc. purchased a new position in Home Depot Inc (NYSE:HD) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 3,565 shares of the home improvement retailer’s stock, valued at approximately $870,000. Other large investors also recently bought and sold shares of the company. Ballentine Partners LLC lifted its holdings in shares […]

Westshore Wealth LLC Invests $1.74 Million in iShares Cohen & Steers REIT ETF (BATS:ICF)

Westshore Wealth LLC purchased a new position in iShares Cohen & Steers REIT ETF (BATS:ICF) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 14,842 shares of the company’s stock, valued at approximately $1,736,000. iShares Cohen & Steers REIT ETF comprises 1.9% of Westshore […]

SVB Wealth Advisory Inc. Takes Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

SVB Wealth Advisory Inc. bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 393 shares of the company’s stock, valued at approximately $51,000. Other institutional investors have also recently added to or reduced their […]

Westshore Wealth LLC Acquires Shares of 164,786 United Parcel Service, Inc. (NYSE:UPS)

Westshore Wealth LLC acquired a new stake in shares of United Parcel Service, Inc. (NYSE:UPS) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 164,786 shares of the transportation company’s stock, valued at approximately $19,290,000. United Parcel Service makes up about 21.2% of Westshore Wealth LLC’s portfolio, making […]

Sowa Financial Group Inc. Makes New $254,000 Investment in Deere & Company (NYSE:DE)

Sowa Financial Group Inc. purchased a new position in shares of Deere & Company (NYSE:DE) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,466 shares of the industrial products company’s stock, valued at approximately $254,000. Several other hedge funds have also […]

Sowa Financial Group Inc. Takes Position in Consolidated Edison, Inc. (NYSE:ED)

Sowa Financial Group Inc. purchased a new stake in shares of Consolidated Edison, Inc. (NYSE:ED) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,000 shares of the utilities provider’s stock, valued at approximately $543,000. Several other institutional investors and hedge […]

Sowa Financial Group Inc. Invests $475,000 in AT&T Inc. (NYSE:T)

Sowa Financial Group Inc. purchased a new stake in shares of AT&T Inc. (NYSE:T) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 12,144 shares of the technology company’s stock, valued at approximately $475,000. A number of other hedge funds also recently made changes to […]

Westshore Wealth LLC Acquires Shares of 5,336 Eaton Co. PLC (NYSE:ETN)

Westshore Wealth LLC acquired a new stake in Eaton Co. PLC (NYSE:ETN) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 5,336 shares of the industrial products company’s stock, valued at approximately $505,000. Other hedge funds have also made changes to their positions in […]

Omnicom Group (NYSE:OMC) Trading 1% Higher

Omnicom Group Inc. (NYSE:OMC) rose 1% on Tuesday . The company traded as high as $55.50 and last traded at $55.47, approximately 68,147 shares were traded during mid-day trading. A decline of 98% from the average daily volume of 3,490,699 shares. The stock had previously closed at $54.92. A number of equities analysts recently weighed […]

SVB Wealth Advisory Inc. Invests $86,000 in iShares Gold Trust (NYSEARCA:IAU)

SVB Wealth Advisory Inc. bought a new position in iShares Gold Trust (NYSEARCA:IAU) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 5,922 shares of the exchange traded fund’s stock, valued at approximately $86,000. Several other institutional investors have also bought and sold shares of IAU. Charles […]

194,991 Shares in iShares US Preferred Stock ETF (NASDAQ:PFF) Purchased by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in shares of iShares US Preferred Stock ETF (NASDAQ:PFF) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 194,991 shares of the company’s stock, valued at approximately $7,330,000. iShares US Preferred Stock ETF makes up approximately 6.0% […]

Sowa Financial Group Inc. Acquires New Shares in Caterpillar Inc. (NYSE:CAT)

Sowa Financial Group Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 685 shares of the industrial products company’s stock, valued at approximately $101,000. Several other hedge funds have also recently added to or […]

35,953 Shares in iShares MSCI EAFE ETF (NYSEARCA:EFA) Acquired by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 35,953 shares of the exchange traded fund’s stock, valued at approximately $2,497,000. iShares MSCI EAFE ETF makes up […]

Sowa Financial Group Inc. Acquires New Shares in Philip Morris International Inc. (NYSE:PM)

Sowa Financial Group Inc. acquired a new stake in Philip Morris International Inc. (NYSE:PM) in the 4th quarter, Holdings Channel reports. The firm acquired 2,204 shares of the company’s stock, valued at approximately $188,000. A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the […]

Tempus Wealth Planning LLC Makes New Investment in Eli Lilly And Co (NYSE:LLY)

Tempus Wealth Planning LLC purchased a new position in Eli Lilly And Co (NYSE:LLY) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,110 shares of the company’s stock, valued at approximately $277,000. Several other large investors have also recently modified their […]

Sowa Financial Group Inc. Invests $959,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sowa Financial Group Inc. acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 2,966 shares of the company’s stock, valued at approximately $959,000. A number of other institutional investors have also modified their holdings of IVV. First Bank & Trust bought a […]

Amgen (NASDAQ:AMGN) Upgraded by Raymond James to “Outperform”

Raymond James upgraded shares of Amgen (NASDAQ:AMGN) from a market perform rating to an outperform rating in a research note published on Sunday, 24/7 WallStreet reports. The brokerage currently has $255.00 target price on the medical research company’s stock. Other research analysts have also recently issued research reports about the stock. BidaskClub raised shares of […]

COMPANHIA PARAN/S (OTCMKTS:ELPVY) Upgraded to Hold by ValuEngine

ValuEngine upgraded shares of COMPANHIA PARAN/S (OTCMKTS:ELPVY) from a sell rating to a hold rating in a research note published on Monday morning, ValuEngine reports. Shares of ELPVY traded down $1.58 during midday trading on Monday, reaching $11.20. The stock had a trading volume of 372 shares, compared to its average volume of 34. COMPANHIA […]

Navios Maritime Acquisition (NYSE:NNA) Downgraded by ValuEngine to Hold

ValuEngine cut shares of Navios Maritime Acquisition (NYSE:NNA) from a buy rating to a hold rating in a report issued on Monday morning, ValuEngine reports. Shares of NNA stock traded down $0.34 on Monday, reaching $4.66. 17,951 shares of the stock were exchanged, compared to its average volume of 265,275. The company has a current […]

Nordic American Tanker (NYSE:NAT) Shares Gap Up to $4.75

Shares of Nordic American Tanker Ltd (NYSE:NAT) gapped up before the market opened on Tuesday . The stock had previously closed at $5.06, but opened at $4.75. Nordic American Tanker shares last traded at $4.40, with a volume of 527,134 shares trading hands. Several equities analysts have recently issued reports on the stock. Zacks Investment […]

Westshore Wealth LLC Makes New $626,000 Investment in 3M Co (NYSE:MMM)

Westshore Wealth LLC bought a new position in 3M Co (NYSE:MMM) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,547 shares of the conglomerate’s stock, valued at approximately $626,000. 3M accounts for approximately 0.7% of Westshore Wealth LLC’s portfolio, making the stock its 23rd […]

SVB Wealth Advisory Inc. Invests $276,000 in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

SVB Wealth Advisory Inc. purchased a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,163 shares of the company’s stock, valued at approximately $276,000. Several other large investors have also […]

SVB Wealth Advisory Inc. Buys Shares of 274 iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

SVB Wealth Advisory Inc. bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 274 shares of the company’s stock, valued at approximately $33,000. A number of other institutional investors and hedge funds […]

Sowa Financial Group Inc. Purchases New Shares in Exxon Mobil Co. (NYSE:XOM)

Sowa Financial Group Inc. purchased a new stake in shares of Exxon Mobil Co. (NYSE:XOM) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 4,343 shares of the oil and gas company’s stock, valued at approximately $303,000. Other large investors also recently added […]

Sowa Financial Group Inc. Invests $2.51 Million in iShares Cohen & Steers REIT ETF (BATS:ICF)

Sowa Financial Group Inc. bought a new position in shares of iShares Cohen & Steers REIT ETF (BATS:ICF) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 21,414 shares of the company’s stock, valued at approximately $2,505,000. iShares Cohen & Steers […]

Contrasting Phathom Pharmaceuticals (PHAT) and Its Peers

Phathom Pharmaceuticals (NASDAQ: PHAT) is one of 606 public companies in the “Pharmaceutical preparations” industry, but how does it weigh in compared to its peers? We will compare Phathom Pharmaceuticals to related businesses based on the strength of its earnings, analyst recommendations, valuation, profitability, dividends, institutional ownership and risk. Insider & Institutional Ownership 89.0% of […]

Critical Comparison: Retail Value (RVI) & Its Competitors

Retail Value (NYSE: RVI) is one of 54 publicly-traded companies in the “Real estate” industry, but how does it weigh in compared to its rivals? We will compare Retail Value to related businesses based on the strength of its dividends, earnings, profitability, valuation, analyst recommendations, risk and institutional ownership. Analyst Ratings This is a summary […]

Tempus Wealth Planning LLC Purchases New Holdings in Target Co. (NYSE:TGT)

Tempus Wealth Planning LLC acquired a new stake in shares of Target Co. (NYSE:TGT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,579 shares of the retailer’s stock, valued at approximately $715,000. Target makes up 0.6% of Tempus Wealth Planning LLC’s investment […]

TELA Bio (NASDAQ:TELA) Receives Average Rating of “Buy” from Analysts

TELA Bio (NASDAQ:TELA) has received a consensus rating of “Buy” from the seven brokerages that are covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a hold recommendation and six have given a buy recommendation to the company. The average 1 year price objective among brokers that have issued ratings […]

$0.40 EPS Expected for BlackRock TCP Capital Corp (NASDAQ:TCPC) This Quarter

Equities research analysts expect BlackRock TCP Capital Corp (NASDAQ:TCPC) to post earnings per share of $0.40 for the current quarter, Zacks reports. Two analysts have made estimates for BlackRock TCP Capital’s earnings. The lowest EPS estimate is $0.40 and the highest is $0.41. BlackRock TCP Capital also reported earnings per share of $0.40 in the […]

CytoDyn (OTCMKTS:CYDY) Lowered to Sell at ValuEngine

ValuEngine downgraded shares of CytoDyn (OTCMKTS:CYDY) from a hold rating to a sell rating in a report released on Monday, ValuEngine reports. A number of other brokerages have also recently issued reports on CYDY. HC Wainwright reissued a buy rating and issued a $1.50 target price on shares of CytoDyn in a report on Friday, […]

Mantech International (NASDAQ:MANT) Upgraded by ValuEngine to Hold

ValuEngine upgraded shares of Mantech International (NASDAQ:MANT) from a sell rating to a hold rating in a report published on Monday morning, ValuEngine reports. MANT has been the topic of a number of other reports. William Blair began coverage on shares of Mantech International in a research note on Monday. They set an outperform rating […]

Tanger Factory Outlet Centers (NYSE:SKT) Stock Price Down 2.7%

Tanger Factory Outlet Centers Inc. (NYSE:SKT)’s share price dropped 2.7% during mid-day trading on Tuesday . The stock traded as low as $5.03 and last traded at $5.08, approximately 120,695 shares changed hands during trading. A decline of 97% from the average daily volume of 4,451,197 shares. The stock had previously closed at $5.22. SKT […]

Mesa Air Group (NASDAQ:MESA) Shares Down 0.3%

Shares of Mesa Air Group Inc (NASDAQ:MESA) were down 0.3% during trading on Tuesday . The stock traded as low as $2.96 and last traded at $3.10, approximately 30,970 shares traded hands during trading. A decline of 96% from the average daily volume of 823,333 shares. The stock had previously closed at $3.11. Several equities […]

At Home Group (NYSE:HOME) Shares Down 2.1%

At Home Group Inc (NYSE:HOME) dropped 2.1% on Tuesday . The company traded as low as $1.88 and last traded at $1.91, approximately 29,424 shares traded hands during mid-day trading. A decline of 99% from the average daily volume of 3,843,345 shares. The stock had previously closed at $1.95. HOME has been the subject of […]

Groupon (NASDAQ:GRPN) Stock Price Down 1.6%

Groupon Inc (NASDAQ:GRPN) was down 1.6% on Tuesday . The stock traded as low as $0.91 and last traded at $0.94, approximately 7,630,864 shares changed hands during mid-day trading. A decline of 66% from the average daily volume of 22,643,784 shares. The stock had previously closed at $0.96. Several research analysts have commented on the […]

Lianluo Smart (NASDAQ:LLIT) Shares Gap Up to $0.63

Lianluo Smart Ltd (NASDAQ:LLIT)’s stock price gapped up prior to trading on Tuesday . The stock had previously closed at $0.81, but opened at $0.63. Lianluo Smart shares last traded at $0.52, with a volume of 75,403 shares changing hands. Separately, ValuEngine upgraded shares of Lianluo Smart from a “hold” rating to a “buy” rating […]

Live Oak Bancshares (NASDAQ:LOB) Stock Price Down 4%

Live Oak Bancshares Inc (NASDAQ:LOB) fell 4% on Tuesday . The stock traded as low as $12.06 and last traded at $12.13, 154,168 shares changed hands during mid-day trading. A decline of 67% from the average session volume of 461,911 shares. The stock had previously closed at $12.64. Several brokerages have weighed in on LOB. […]

Clovis Oncology (NASDAQ:CLVS) Shares Down 2.6%

Clovis Oncology (NASDAQ:CLVS)’s stock price was down 2.6% on Tuesday . The company traded as low as $6.25 and last traded at $6.26, approximately 220,041 shares traded hands during trading. A decline of 97% from the average daily volume of 7,257,953 shares. The stock had previously closed at $6.43. A number of analysts have weighed […]

Helmerich & Payne (NYSE:HP) Trading Down 0.2%

Helmerich & Payne, Inc. (NYSE:HP)’s stock price dropped 0.2% on Tuesday . The company traded as low as $15.18 and last traded at $15.47, approximately 125,358 shares were traded during mid-day trading. A decline of 97% from the average daily volume of 3,992,354 shares. The stock had previously closed at $15.50. HP has been the […]

Cross Country Healthcare, Inc. (NASDAQ:CCRN) Short Interest Down 5.7% in March

Cross Country Healthcare, Inc. (NASDAQ:CCRN) saw a large decline in short interest during the month of March. As of March 13th, there was short interest totalling 876,900 shares, a decline of 5.7% from the February 27th total of 929,600 shares. Based on an average trading volume of 240,100 shares, the short-interest ratio is currently 3.7 […]