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Recs

1

Performance - Week Ending 01/23/2015

January 24, 2015 – Comments (0) | RELATED TICKERS: HFC , MDR , GRA

The Wax Ink Portfolio was up 0.8% for the week.

By comparison, the Dow was up 0.9%, the Nasdaq was up 2.7%, the S&P 500 was up 1.5%, the Russell 2000 was up 1.0%, and the Volatility Index, commonly known as the VIX, was down 20.5%.

Year to date, the Wax Ink portfolio is down 7.4%, the Dow is down 0.8%, the Nasdaq is up 0.5%, the S&P 500 is down 0.2%, the Russell 2000 is down 1.3%, and the VIX is higher by 21.4%.

The portfolio breakdown remains roughly 55% cash, 45% equities, and 0% bonds. There was no change to the total number of shares held.

Past Weeks
I was finally able to work through my server issues and am once again up and running. If anyone is interested in the how the portfolio looked for week ending 01/10/2015, you may view or download the portfolio for that week by clicking here, and for those interest in how the portfolio looked for the week ending 01/16/2015, you may download the portfolio for that week by clicking here.

For those of you that have asked what is different about the portfolio, please remember that last year I spent the entire year without consideration for cash, meaning cash was not included in the portfolio value. This year I have included the value of the portfolio cash.

Weekly Winners
This week's portfolio winners were cylinder maker Worthington Industries (NYSE: WOR), up 11%, refiner HolleyFrontier Corporation (NYSE: HFC), up 10%, and small tools maker LS Starrett (NYSE: SCX), up 8%.

Weekly Losers
This week's portfolio losers were specialty chemicals company WR Grace and Company (NYSE: GRA), down 3%, trucker ArcBest Corporation (Nasdaq: ARCB), down 3%, and grease recycling king Darling International (NYSE: DAR), down 2%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 24% since being added to the portfolio, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 47% since being added to the portfolio, and McDermott International (NYSE: MDR), down 25% since being added to the portfolio.

Worksheets
Worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry.

Value Alerts were issued this week for:
There were no value alerts issued this week.

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2015 Wax Ink  [more]

Recs

3

Performance - Week Ending 01/02/2015

January 03, 2015 – Comments (0) | RELATED TICKERS: MDR , SCX , GRA

The Wax Ink Portfolio was down 1.5% for the week.

By comparison, the Dow was down 1.2%, the Nasdaq was down 1.7%, the S&P 500 was down 1.5%, the Russell 2000 was down 1.4%, and the Volatility Index, commonly known as the VIX, was up 22.7%.

Year to date, the Wax Ink portfolio is down 0.0%, the Dow is up 0.1%, the Nasdaq is down 0.2%, the S&P 500 is down 0.0%, the Russell 2000 is down 0.5%, and the VIX is higher by 29.7%.

The portfolio breakdown remains roughly 53% cash, 47% equities, and 0% bonds. There was no change to the total number of shares held.

2014 Results
After adjusting the portfolio for dividends and re-balancing to account for the change in the number of shares held, the Wax Ink portfolio ended 2014 down 2.61%.

By comparison, the Dow ended 2014 up 7.5%, the Nasdaq ended up 13.4%, the S&P 500 ended up 11.4%, the Russell 2000 ended up 3.5%, and the Volatility Index, commonly known as the VIX, ended up 39.9%.

Weekly Winners
This week's portfolio winners were offshore oil rig contractor McDermott International (NYSE: MDR), up 4%, small tool maker The LS Starrett Company (NYSE: SCX), up 1%, and container maker Myers Industries (NYSE: MYE), up 1%.

Weekly Losers
This week's portfolio losers were specialty chemicals company WR Grace and Compnay (NYSE: GRA), down 3%, trucking company ArcBest Corporation (Nasdaq: ARCB), down 3%, and we make everything company General Electric (NYSE: GE), down 3%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 26% since being added to the portfolio, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 36% since being added to the portfolio, and McDermott International (NYSE: MDR), down 23% since being added to the portfolio.

Worksheets
I continue to update worksheets. Once I get my server repaired I will include a list with the appropriate links in these pages.

Value Alerts were issued this week for:
There were no value alerts issued this week.

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing. To access any worksheet in this post, click on the associated company name. Thanx.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2014 Wax Ink  [more]

Recs

1

Performance - Week Ending 12/26/2014

December 27, 2014 – Comments (0) | RELATED TICKERS: MDR , SCX , ARCB

The Wax Ink Portfolio was up 2.2% for the week.

By comparison, the Dow was up 1.4%, the Nasdaq was up 0.9%, the S&P 500 was up 0.9%, the Russell 2000 was up 1.6%, and the Volatility Index, commonly known as the VIX, was down 12.1%.

Year to date, the Wax Ink portfolio is down 12.3%, the Dow is up 8.9%, the Nasdaq is up 15.1%, the S&P 500 is up 13.0%, the Russell 2000 is up 4.4%, and the VIX is higher by 5.7%.

The portfolio breakdown remains roughly 53% cash, 47% equities, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were offshore oilrig contractor McDermott International (NYSE: MDR), up 16%, small tool maker The LS Starrett Company (NYSE: SCX), up 11%, and trucking company ArcBest Corporation (Nasdaq: ARCB), up 7%.

This week's portfolio losers were cigarette paper maker Schweiter-Maudit International (NYSE: SWM), down 1%, chicken grease processor Darling International (NYSE: DAR), down 0.44%, and agricultural chemical company Agrium (NYSE: AGU), down 0.16%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 25% since being added to the portfolio, municipal/industrial construction

company Layne Christensen (Nasdaq: LAYN), down 35% since being added to the portfolio, and McDermott International (NYSE: MDR), down

26% since being added to the portfolio.

Worksheets were updated this week for:
I am current experiencing a server failure and as a result am unable to upload new and/or revised worksheets. Once I am able to replace the server this feature will continue.

Value Alerts were issued this week for:
There were no value alerts issued this week.

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing. To access any worksheet in this post, click on the associated company name. Thanx.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2014 Wax Ink  [more]

Recs

1

Performance - Week Ending 12/19/2014

December 20, 2014 – Comments (0) | RELATED TICKERS: HP , ATW , HOG

The Wax Ink Portfolio was up 2.9% for the week.

By comparison, the Dow was up 3.0%, the Nasdaq was up 2.4%, the S&P 500 was up 3.4%, the Russell 2000 was up 3.8%, and the Volatility Index, commonly known as the VIX, was down 21.8%.

Year to date, the Wax Ink portfolio is down 14.2%, the Dow is up 7.4%, the Nasdaq is up 14.1%, the S&P 500 is up 12.0%, the Russell 2000 is up 2.8%, and the VIX is higher by 20.2%.

The portfolio breakdown remains roughly 47% equities, 53% cash, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were small tool maker The LS Starrett Company (NYSE: SCX), up 24%, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), up 21%, and building materials company Griffon Corporation (NYSE: GFF), up 7%.

This week's portfolio loser was cylinder maker Worthington Industries (NYSE: WOR), down 15%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 28% since being added to the portfolio, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 37% since being added to the portfolio, and McDermott International (NYSE: MDR), down 37% since being added to the portfolio.

Worksheets were updated this week for:
Valero Energy Corporation (NYSE: VLO), Helmerich and Payne, Inc. (NYSE: HP), Atwood Oceanics (NYSE: ATW), and Harley-Davidson, Inc. (NYSE: HOG).

Value Alerts were issued this week for:
There were no value alerts issued this week.

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing. To access any worksheet in this post, click on the associated company name. Thanx.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2014 Wax Ink   [more]

Recs

1

Performance - Week Ending 12/12/2014

December 13, 2014 – Comments (0) | RELATED TICKERS: APC , MRO , HES

The Wax Ink Portfolio was down 4.5% for the week.

By comparison, the Dow was down 3.8%, the Nasdaq was down 2.7%, the S&P 500 was down 3.5%, the Russell 2000 was down 2.5%, and the Volatility Index, commonly known as the VIX, was up 78.3%.

Year to date, the Wax Ink portfolio is down 16.7%, the Dow is up 4.2%, the Nasdaq is up 11.4%, the S&P 500 is up 8.3%, the Russell 2000 is down 1.0%, and the VIX is higher by 53.6%.

With the sale of Cubist Pharmaceuticals this week, the portfolio breakdown is now 46% equities, 54% cash, and 0% bonds.

This week's portfolio winner was municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), up 9%.

This week's portfolio losers were offshore construction contractor McDermott International (NYSE: MDR), down 26%, oil refiner HollyFrontier Corporation (NYSE: SWM), down 6%, and cylinder maker Worthington Industries (NYSE: WOR), down 6%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 33% since being added to the portfolio, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 48% since being added to the portfolio, and McDermott International (NYSE: MDR), down 38% since being added to the portfolio.

Worksheets were updated this week for:
Anadarko Petroleum Corporation (NYSE: APC), Marathon Oil Corporation (NYSE: MRO), Hess Corporation (NYSE: HES), and Tesoro Corporation (NYSE: TSO).

Value Alerts were issued this week for:
There were no value alerts issued this week.

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing. To access any worksheet in this post, click on the associated company name. Thanx.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2014 Wax Ink  [more]

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