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Recs

1

Performance - Week Ending 05/22/2015

May 24, 2015 – Comments (0) | RELATED TICKERS: TSO , VLO , WNR

The Wax Ink Portfolio was down 0.1% for the week.

By comparison, the Dow was down 0.2%, the Nasdaq was up 0.8%, the S&P 500 was up 0.2%, the Russell 2000 was up 0.7%, and the Volatility Index, commonly known as the VIX, was down 2.0%.

Year to date, the Wax Ink portfolio is down 1.4%, the Dow is up 2.3%, the Nasdaq is up 7.5%, the S&P 500 is up 3.3%, the Russell 2000 is up 3.9%, and the VIX is lower by 11.6%.

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

Weekly Winners
This week's portfolio winners were rubber king The Goodyear Tire and Rubber Company (NYSE: GT), up 3%, specialty chemical maker WR Grace and Company (NYSE: GRA), up 2%, and maker of almost everything General Electric (NYSE: GE), up 2%.

Weekly Losers
This week's portfolio losers were small tool maker The LS Starrett Company (AMEX: SCX), down 6%, cigarette paper maker Schweitzer-Maudit International (NYSE: SWM), down 5%, and infrastructure supplier LB Foster Company (Nasdaq: FSTR), down 3%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 10% (down 2% for the week) since being added to the portfolio, and municipal construction company Layne Christensen (Nasdaq: LAYN), down 45% (up 2% for the week) since being added to the portfolio.

Worksheets
Archived worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry which will move you to all of the worksheets I have updated for the selected industry.

Worksheets updated last week may be downloaded by clicking on the links (company name) below.

Rowan Companies PLC (NYSE: RDC) - FYE 12/2014

Contango Oil and Gas Company, Inc. (NYSE: MCF) - FYE 12/2014

Sigma-Aldrich Corporation (Nasdaq: SIAL) - FYE 12/2014

Tesoro Corporation (NYSE: TSO) - FYE 12/2014

Valero Energy Corporation (NYSE: VLO) - FYE 12/2014

Western Refining, Inc. (NYSE: WNR) - FYE 12/2014

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

Reasonable Value Estimates
Reasonable value estimates are initial valuations which Accredited Investors, after completing their own due diligence, can either increase or decrease in accordance with their individual risk tolerance and investing philosophy.

Reasonable value estimates were established or revised this week for Rowan Companies at ($1-$2), Contango Oil and Gas at $73-$76, Sigma-Aldrich at $63-$69, Tesoro Corporation at $88-$103, Valero Energy at $84-$90, and Western Refining at $74-$76.


Have a great week.

Wax

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

Recs

2

Performance - Week Ending 05/15/2015

May 16, 2015 – Comments (0) | RELATED TICKERS: EPE , RTEC , GT

The Wax Ink Portfolio was up 0.3% for the week.

By comparison, the Dow was up 0.4%, the Nasdaq was up 0.9%, the S&P 500 was up 0.3%, the Russell 2000 was up 0.7%, and the Volatility Index, commonly known as the VIX, was down 3.7%.

Year to date, the Wax Ink portfolio is down 1.3%, the Dow is up 2.5%, the Nasdaq is up 6.6%, the S&P 500 is up 3.1%, the Russell 2000 is up 3.3%, and the VIX is lower by 9.8%.

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

Weekly Winners
This week's portfolio winners were chicken grease recycler Darling Ingredients, Inc. (NYSE: DAR), up 11%, tire and rubber king The Goodyear Tire and Rubber Company (NYSE: GT), up 5%, and tire and cylinder maker Worthington Industries, Inc. (NYSE: WOR), up 2%.

Weekly Losers
This week's portfolio losers were offshore oil rig contractor McDermott International, Inc. (NYSE: MDR), down 13%, trucking company ArcBest Corporation (Nasdaq: ARCB), down 3%, and infrastructure supplier LB Foster Company (Nasdaq: FSTR), down 2%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 8% (up 3% for the week) since being added to the portfolio, and municipal construction company Layne Christensen (Nasdaq: LAYN), down 46% (down 3% for the week) since being added to the portfolio.

Worksheets
Archived worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry which will move you to all of the worksheets I have updated for the selected industry.

Worksheets updated last week may be downloaded by clicking on the links (company name) below.

Rudolph Technologies, Inc. (Nasdaq: RTEC) - FYE 12/2014

Swift Energy Company, Inc. (NYSE: SFY) - FYE 12/2014

Imperial Oil Limited (NYSE: IMO) - FYE 12/2014

Nabors Industries Ltd (NYSE: NBR) - FYE 12/2014

Oasis Petroleum, Inc. (NYSE: OAS) - FYE 12/2014

Ultra Petroleum Corporation (NYSE: UPL) - FYE 12/2014

EP Energy Corporation (NYSE: EPE) - FYE 12/2014

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

Reasonable Value Estimates
Reasonable value estimates are initial valuations which Accredited Investors, after completing their own due diligence, can either increase or decrease in accordance with their individual risk tolerance and investing philosophy.

Reasonable value estimates were established or revised this week for Rudolph Technologies at $12-$17, Swift Eneergy at $23-$29, Imperial Oil at $46-$52, Nabors Industries at $38-$43, Oasis Petroleum at $15-$17, Ultra Petroleum at $39-$45, and EP Energy at $69-$79.


Have a great week.

Wax

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

Recs

1

Performance - Week Ending 05/08/2015

May 09, 2015 – Comments (0) | RELATED TICKERS: ARII , MXWL , RSTI

The Wax Ink Portfolio was up 0.5% for the week.

By comparison, the Dow was up 0.9%, the Nasdaq was unchanged, the S&P 500 was up 0.4%, the Russell 2000 was up 0.6%, and the Volatility Index, commonly known as the VIX, was up 1.3%.

Year to date, the Wax Ink portfolio is down 1.6%, the Dow is up 2.1%, the Nasdaq is up 5.6%, the S&P 500 is up 2.8%, the Russell 2000 is up 2.5%, and the VIX is lower by 6.3%.

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

Weekly Winners
This week's portfolio winners were refiner HollyFrontier Corporation (NYSE: HFC), up 6%, agricultural chemicals company Agrium, Inc. (NYSE: AGU), up 4%, and tire and rubber king Goodyear Tire and Rubber Company (NYSE: GT), up 4%.

Weekly Losers
This week's portfolio losers were cigarette paper maker Schweitzer-Maudit International (NYSE: SWM), down 4%, cylinder maker Worthington Industries (NYSE: WOR), down 2%, and small tool maker LS Starrett (NYSE: SCX), down 1%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 11% (2% for the week) since being added to the portfolio, and municipal construction company Layne Christensen (Nasdaq: LAYN), down 45% (up 28% for the week) since being added to the portfolio.

Worksheets
Archived worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry which will move you to all of the worksheets I have updated for the selected industry.

Worksheets updated last week may be downloaded by clicking on the links (company name) below.

American Railcar Industries, Inc. (Nasdaq: ARII) - FYE 12/2014

Maxwell Technologies, Inc. (Nasdaq: MXWL) - FYE 12/2014

Rofin-Sinar Technologies, Inc. (Nasdaq: RSTI) - FYE 09/2014

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

Reasonable Value Estimates
Reasonable value estimates are initial valuations which Accredited Investors, after completing their own

due diligence, can either increase or decrease in accordance with their individual risk tolerance and investing philosophy.

Reasonable value estimates were established or revised this week for American Railcar at $24-$27, Maxwell Technologies at $5-$7, and Rofin-Sinar at $32-$41.


Have a great week.

Wax

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

Recs

2

Performance - Week Ending 05/01/2015

May 02, 2015 – Comments (0) | RELATED TICKERS: NBL , SLB , FANG

The Wax Ink Portfolio was down 0.3% for the week.

By comparison, the Dow was down 0.3%, the Nasdaq was down 1.7%, the S&P 500 was down 0.4%, the Russell 2000 was down 3.1%, and the Volatility Index, commonly known as the VIX, was up 3.3%.

Year to date, the Wax Ink portfolio is down 2.0%, the Dow is up 1.1%, the Nasdaq is up 5.7%, the S&P 500 is up 2.4%, the Russell 2000 is up 1.9%, and the VIX is lower by 7.4%.

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

Weekly Winners
This week's portfolio winners were offshore rig contractor McDermott International (NYSE: MCD), up 5%, tire and rubber king The Goodyear Tire and Rubber Company (NYSE: GT), up 2%, and maker of everything General Electric (NYSE: GE), up 2%.

Weekly Losers
This week's portfolio losers were infrastructure supplier LB Foster (Nasdaq: FSTR), down 7%, trucking company ArcBest Corporation (Nasdaq: ARCB), down 5%, and small tool maker LS Starrett (NYSE: SCX), down 5%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 9% since being added to the portfolio, and municipal construction company Layne Christensen (Nasdaq: LAYN), down 57% since being added to the portfolio.

Worksheets
Archived worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry which will move you to all of the worksheets I have updated for the selected industry.

Worksheets updated last week may be downloaded by clicking on the links (company name) below.

**Apache Corporation (NYSE: APA) - FYE 12/2014

Callon Petroleum Company (NYSE: CPA) - FYE 12/2014

Diamondback Energy, Inc. (Nasdaq: FANG) - FYE 12/2014

Noble Energy, Inc. (NYSE: NBL) - FYE 12/2014

Schlumberger, NV (NYSE: SLB) - FYE 12/2014

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

**Do your homework with this stock!!. I spent several hours with this company's SEC filings and finally concluded I simply do not believe their financial statements. This company is roughly 60% the size of ExxonMobil, yet to me, it has financial statements 10 times more complex. So please, be careful with this one!!

Reasonable Value Estimates
Reasonable value estimates are initial valuations which Accredited Investors, after completing their own due diligence, can either increase or decrease in accordance with their individual risk tolerance and investing philosophy.

Reasonable value estimates were established or revised this week for Apache Corporation at $104-$111, Callon Petroleum at $8-$10, Diamondback Energy at $59-$60, Noble Energy at $39-$45, and Schlumberger at $64-$67.


Have a great week.

Wax

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

Recs

2

Performance - Week Ending 04/24/2015

April 25, 2015 – Comments (0) | RELATED TICKERS: GTLS , PTEN , ENR

The Wax Ink Portfolio was up 0.7% for the week.

By comparison, the Dow was up 1.4%, the Nasdaq was up 3.2%, the S&P 500 was up 1.8%, the Russell 2000 was up 1.3%, and the Volatility Index, commonly known as the VIX, was down 11.5%.

Year to date, the Wax Ink portfolio is down 1.7%, the Dow is up 1.4%, the Nasdaq is up 7.5%, the S&P 500 is up 2.9%, the Russell 2000 is up 5.2%, and the VIX is lower by 10.4%.

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

Weekly Winners
This week's portfolio winners were refiner HollyFrontier Corporation (NYSE: HFC), up 5%, trucking company ArcBest Corporation (Nasdaq: ARCB), up 4%, and cylinder maker Worthington Industries (NYSE: WOR), up 3%.

Weekly Losers
This week's portfolio losers were offshore rig contractor McDermott International (NYSE: MDR), down 3%, maker of all things necessary General Electric (NYSE: GE), down 2%, and ag chemical company Agrium (NYSE: AGU), down 1%.

Portfolio Duds
The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 3% since being added to the portfolio, and municipal construction company Layne Christensen (Nasdaq: LAYN), down 63% since being added to the portfolio.

Worksheets
Archived worksheets may be downloaded by going to the Worksheets page at the site and selecting an industry which will move you to all of the worksheets I have updated for the selected industry.

Worksheets updated last week may be downloaded by clicking on the links (company name) below.

Chart Industries, Inc. (Nasdaq: GTLS) - FYE 12/2014

Mueller Industries, Inc. (NYSE: MLI) - FYE 12/2014

Energizer Holdings, Inc. (NYSE: ENR) - FYE 09/2014

Reliance Steel and Aluminum Company (NYSE: RS) - FYE 12/2014

Patterson-UTI Energy, Inc. (Nasdaq: PTEN) - FYE 12/2014

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

Reasonable Value Estimates
Reasonable value estimates are initial valuations which Accredited Investors, after completing their own

due diligence, can either increase or decrease in accordance with their individual risk tolerance and investing philosophy.

Reasonable value estimates were established or revised this week for Chart Industries at $28-$36, Mueller Industries at $44-$51, Energizer Holdings at $59-$77, Reliance Steel at $68-$73, and Patterson-UTI at $51-$57.


Have a great week.

Wax

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

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