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March 2014

Recs

1

Performance - Week Ending 03/28/2014

March 29, 2014 – Comments (0) | RELATED TICKERS: AGU , GE , URS

The Wax Ink Portfolio was down 1.2% for the week. By comparison, the Dow was up 0.1%, the Nasdaq was down 2.8%, the S&P 500 was down 0.5%, the Russell 2000 was down 3.5%, and the Volatility Index, commonly known as the VIX, was down 3.9%.

Year to date, the Wax Ink portfolio is down 0.2%, the Dow is down 1.5%, the Nasdaq is down 0.5%, the S&P 500 is up 0.5%, the Russell 2000 is down 1.0%, and the VIX is higher by 5.0%.

The portfolio breakdown is 65% equities, 35% cash, and 0% bonds. During the course of the week, I closed my position in AAR Corporation(NYSE: AIR), having owned the stock 4513 days. The gain, net of all fees, was 241%.

This week's winners were agricultural chemical company Agrium, Inc. (NYSE: AGU), up 3%, lots of stuff maker General Electric (NYSE: GE), up 2%, and technical services company URS Corporation (NYSE: URS), up 0.15%.

This week's losers were cylinder maker Worthington Industries, Inc. (NYSE: WOR), down 10%, drug maker Cubist Corporation (Nasdaq: CBST), down 7%, and trucking company Arkansas Best Corporation (Nasdaq: ABFS), down 5%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 34% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 13% since being added to the portfolio.

Worksheets were updated this week for: Gilbraltar Industries, Inc. (Nasdaq: ROCK), Olympic Steel, Inc. (Nasdaq: ZUES), and Arch Coal, Inc. (NYSE: ACI).

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.

Wax

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

Recs

3

Performance - Week Ending 03/21/2014

March 22, 2014 – Comments (1) | RELATED TICKERS: ARCB , SCX , WOR

The Wax Ink Portfolio was up 0.8% for the week. By comparison, the Dow was up 1.5%, the Nasdaq was up 0.7%, the S&P 500 was up 1.4%, the Russell 2000 was up 1.0%, and the Volatility Index, commonly known as the VIX, decreased by 15.8%.

Year to date, the Wax Ink portfolio is up 1.0%, the Dow is down 1.7%, the Nasdaq is up 2.4%, the S&P 500 is up 1.0%, the Russell 2000 is up 2.6%, and the VIX is higher by 9.3%.

The portfolio breakdown remains roughly 66% equities, 34% cash, and 0% bonds. There was no change in the total shares held.

This week's winners were trucking company Arkansas Best Corporation (Nasdaq: ABFS), up 5%, small tool maker The L.S. Starrett Company (NYSE: SCX), up 5%, and cylinder maker Worthington Industries (NYSE: WOR), up 4%.

This week's losers were aircraft repair company AAR Corporation (NYSE: AIR), down 6%, restaurant grease collection company Darling International (NYSE: DAR), down 1%, and cigarette paper maker Schweitzer-Maudit International (NYSE: SWM), down 1%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 31% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 11% since being added to the portfolio.

Worksheets were updated this week for: Continental Resources, Inc. (NYSE: CTL) CARBO Ceramics, Inc. (NYSE: CRR), and Exterran Holdings, Inc. (NYSE: EXH).

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.

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 03/14/2014

March 15, 2014 – Comments (0) | RELATED TICKERS: HFC , KAMN , SCX

The Wax Ink Portfolio declined 2.3% for the week. By comparison, the Dow was 2.4% lower, the Nasdaq was 2.1% lower, the S&P 500 was 2.0% lower, the Russell 2000 was down 1.8%, and the Volatility Index, commonly known as the VIX, increased by 26.3%.

Year to date, the Wax Ink portfolio is up 0.2%, the Dow is down 3.1%, the Nasdaq is up 1.6%, the S&P 500 is down 0.4%, the Russell 2000 is up 1.5%, and the VIX is higher by 29.9%.

The portfolio breakdown remains roughly 66% equities, 34% cash, and 0% bonds. There was no change in the total shares held.

This week's winners were refiner HollyFrontier Corporation (NYSE: HFC), up 5%, and helicopter company Kaman Corporation (Nasdaq: KAMN), up 1%.

This week's losers were small tool maker The L.S. Starrett Company (NYSE: SCX), down 13%, municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 6%, and semiconductor maker International Rectifier Corporation (NYSE: IRF), down 4%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 32% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 14% since being added to the portfolio.

Worksheets were updated this week for Gordman's Stores, Inc. (Nasdaq: GMAN), Williams-Sonoma, Inc., (NYSE: WSM), Pep Boys (NYSE: PBY), Dick's Sporting Goods, Inc. (NYSE: DKS), Hibbett Sports, Inc.

(Nasdaq: HIBB), Tiffany and Company, Inc. (NYSE: TIF), Coldwater Creek, Inc. (Nasdaq: CWTR), Francesca's Holding Corporation (Nasdaq: FRAN), Staples, Inc. (Nasdaq: SPLS), Tech Data Corporation (Nasdaq: TECD), Mitcham Industries, Inc. (Nasdaq: MIND), Ulta Salon Cosmetics and Fragrance, Inc. (Nasdaq: ULTA), Sea Change International, Inc. (Nasdaq: SEAC), Sigma Designs, Inc. (Nasdaq: SIGM), and Semtech Corporation (Nasdaq: SMTC).

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

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 03/07/2014

March 08, 2014 – Comments (0) | RELATED TICKERS: ARCB , AIR , HFC

The Wax Ink Portfolio was increased 2.1% for the week. By comparison, the Dow was 0.8% higher, the Nasdaq was 0.7% higher, the S&P 500 was 1.0% higher, the Russell 2000 was up 1.7%, and the Volatility Index, commonly known as the VIX, increased by 0.8%.

Year to date, the Wax Ink portfolio is up 2.6%, the Dow is down 0.7%, the Nasdaq is up 3.8%, the S&P 500 is up 1.6%, the Russell 2000 is up 3.4%, and the VIX is higher by 2.8%.

The portfolio breakdown remains roughly 66% equities, 34% cash, and 0% bonds. There was no change in the total shares held.

This week's winners were trucking company Arkansas Best Corporation (Nasdaq: ABFS), up 12%, airplane repair company AAR Corporation (NYSE: AIR), up 7%. and refiner Holly Frontier Corporation (NYSE: HFC), up 4%.

This week's losers were cigarette paper maker Schweitzer-Maudit International, Inc. (NYSE: SWM), down 5%, container maker Myers Industries, Inc. (NYSE: MYE), down 3%, and drug company Cubist Pharmaceuticals, Inc. (Nasdaq: CBST), down 3%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 29% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 9% since being added to the portfolio.

Worksheets were updated this week for New York and Company, Inc. (NYSE: NWY), Ross Stores, Inc. (Nasdaq: ROST), Shoe Carnival, Inc. (Nasdaq: SCVL), SteinMart, Inc. (Nasdaq: SMRT), The Buckle, Inc. (NYSE: BKE), The Cato Corporation (Nasdaq: CATO), The Children's Place Retail Stores, Inc. (Nasdaq: PLCE), The Men's Warehouse, Inc. (NYSE: MW), The Wet Seal, Inc. (Nasdaq: WTSL), Zumies, Inc. (Nasdaq: ZUMZ), J.C. Penny Company, Inc. (NYSE: JCP), The Bon-Ton Stores, Inc. (Nasdaq: BONT), Big Lots, Inc. (NYSE: BIG), Dollar General Corporation (NYSE: DG), Fred's, Inc. (Nasdaq: FRED), The Kroger Company, Inc. (NYSE: KR), Conn's, Inc. (Nasdaq: CONN),Lowe's Companies, Inc. (NYSE: LOW).

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

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 02/28/2014

March 01, 2014 – Comments (0) | RELATED TICKERS: MYE , FSTR , AIR

The Wax Ink Portfolio was up 2.4% for the week. By comparison, the Dow was up 1.4%, the Nasdaq was up 1%, the S&P 500 was up 1.3%, the Russell 2000 was up 1.6%, and the Volatility Index, commonly known as the VIX, decreased by 4.4%.

Year to date, the Wax Ink portfolio is up 0.5%, the Dow is down 1.5%, the Nasdaq is up 3.1%, the S&P 500 is up 0.6%, the Russell 2000 is up 1.7%, and the VIX is higher by 2%.

The portfolio breakdown remains roughly 66% equities, 34% cash, and 0% bonds. There was no change in the total shares held.

This week's winners were container maker Myers Industries, Inc. (NYSE: MYE), up 9%, pipe, rail, and piling company L.B. Foster (Nasdaq: FSTR), up 9%, and airplane repair company AAR Corporation (NYSE: AIR), up 6%.

This week's losers were garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 1%, refiner Holly Frontier Corporation (NYSE: HFC), down 1%, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 1%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 31% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 13% since being added to the portfolio.

Worksheets were updated this week for G-III Apparel Group, Ltd.. (Nasdaq: GIII), lulumon athletica, inc. (Nasdaq: LULU), Oxford Industries, Inc. (NYSE: OXM), Perry Ellis International, Inc. (Nasdaq: PERY), Phillips Van Husen Corporation (NYSE: PVH), Brown Shoe Company, Inc. (NYSE: BWS), Vera Bradley, Inc. (NYSE: VRA), Krispy Kreme Doughnuts (NYSE: KKD), Pandora Media, Inc. (NYSE: P), Aeropostale, Inc. (NYSE: ARO), American Eagle Outfitters, Inc. (NYSE: AEO), Ann, Inc. (NYSE: ANN), Destination XL Group, Inc. (Nasdaq: DXLG), Citi Trends, Inc. (Nasdaq: CTRN), DSW, Inc. (NYSE: DSW), Express, Inc. (Nasdaq: EXPR), Foot Locker, Inc. (NYSE: FL), Genesco, Inc. (NYSE: GCO), Guess?, Inc. (NYSE: GES), Jos. A. Bank Clothiers, Inc. (Nasdaq: JOSB).

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

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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