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Performance - Week Ending 11/21/2014

November 22, 2014 – Comments (0) | RELATED TICKERS: DSCI , DEPO , PENN

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

By comparison, the Dow was up 1.0%, the Nasdaq was up 0.5%, the S&P 500 was up 1.2%, the Russell 2000 was down 0.1%, and the Volatility Index, commonly known as the VIX, was down 3.1%.

Year to date, the Wax Ink portfolio is down 6.7%, the Dow is up 7.4%, the Nasdaq is up 12.8%, the S&P 500 is up 11.6%, the Russell 2000 is up 0.8%, and the VIX is lower by 6.0%.

The portfolio breakdown remains roughly 50% equities, 50% cash, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were container maker Myers Industries (NYSE: MYE), up 6%, oil refiner HollyFrontier (NYSE: HFC), up 4%, and tire and drug maker Cubist (Nasdaq: CBST), up 4%.

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

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 30% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 52% since being added to the portfolio.

Worksheets were updated this week for:
Derma Sciences, Inc. (Nasdaq: DSCI), Delux Corporation. (NYSE: DLX), DepotMed, Inc. (Nasdaq: DEPO), Penn National Gaming, Inc. (Nasdaq: PENN), Mueller Industries, Inc. (NYSE: MLI).

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 11/14/2014

November 15, 2014 – Comments (0) | RELATED TICKERS: LAWS , ARG , WFM

The Wax Ink Portfolio was down 0.2% for the week. By comparison, the Dow was up 0.3%, the Nasdaq was up 1.2%, the S&P 500 was up 0.4%, the Russell 2000 was unchanged, and the Volatility Index, commonly known as the VIX, was up 1.4%.

Year to date, the Wax Ink portfolio is down 7.2%, the Dow is up 6.4%, the Nasdaq is up 12.3%, the S&P 500 is up 10.4%, the Russell 2000 is up 0.9%, and the VIX is lower by 3.0%.

The portfolio breakdown remains roughly 50% equities, 50% cash, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were trucking company McDermott International (NYSE: MDR), up 6%, agricultural chemicals company Agrium (NYSE: AGU), up 2%, and tire and rubber king Goodyear Tire and Rubber (NYSE: GT), up 2%.

This week's portfolio losers were crude oil refiner Holly Frontier (NYSE: HFC), down 4%, and infrastructure supplier LB Foster Company (Nasdaq: FSTR), down 2%, and drug maker Cubist Pharmaceuticals (Nasdaq: CBST), down 2%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 29% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 54% since being added to the portfolio.

Worksheets were updated this week for:
Douglas Dynamics, Inc. (Nasdaq: PLOW), The Greenbriar Companies, Inc. (NYSE: GBX), Trinity Industries, Inc. (NYSE: TRN), Lawson Products, Inc. (NYSE: LAWS), Airgas, Inc. (NYSE: ARG), Whole Food Market, Inc. (NYSE: WFM).

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 11/07/2014

November 08, 2014 – Comments (0) | RELATED TICKERS: DAR , MDR , KAMN

The Wax Ink Portfolio was up 0.6% for the week. By comparison, the Dow was up 1.1%, the Nasdaq was unchanged, the S&P 500 was up 0.7%, the Russell 2000 was unchanged, and the Volatility Index, commonly known as the VIX, was down 6.5%.

Year to date, the Wax Ink portfolio is down 7.0%, the Dow is up 6.0%, the Nasdaq is up 10.9%, the S&P 500 is up 9.9%, the Russell 2000 is up 0.8%, and the VIX is lower by 4.4%.

The portfolio breakdown remains roughly 50% equities, 50% cash, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were trucking company ArcBest Corporation (Nasdaq: ARCB), up 10%, chicken parts collector Darling International, Inc. (NYSE: DAR), up 7%, and offshore construction contractor McDermott International, Inc. (NYSE: MDR), up 5%.

This week's portfolio losers were aerospace contractor Kaman Corporation (Nasdaq: KAMN), down 4%, and infrastructure supplier LB Foster Company (Nasdaq: FSTR), down 3%, and drug maker Cubist Pharmaceuticals, Inc. (Nasdaq: CBST), down 3%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 30% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 52% since being added to the portfolio.

Worksheets were updated this week for:
Generac Holdings, Inc. (Nasdaq: GNRC), Tennant Company (NYSE: TNC), Clean Harbors, Inc. (NYSE: CLH), Hasbro, Inc. (NYSE: HAS).

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

2

Performance - Week Ending 10/31/2014

November 01, 2014 – Comments (0) | RELATED TICKERS: GT , FSTR , MDR

The Wax Ink Portfolio was up 4.9% for the week. By comparison, the Dow was up 3.5%, the Nasdaq was up 3.3%, the S&P 500 was up 2.7%, the Russell 2000 was up 4.9%, and the Volatility Index, commonly known as the VIX, was down 12.9%.

Year to date, the Wax Ink portfolio is down 7.5%, the Dow is up 4.9%, the Nasdaq is up 10.9%, the S&P 500 is up 9.2%, the Russell 2000 is down 0.8%, and the VIX is higher by 2.3%.

The portfolio breakdown remains roughly 50% equities, 50% cash, and 0% bonds. There was no change to the total number of shares held.

This week's portfolio winners were tire king company The Goodyear Tie and Rubber Company, Inc. (NYSE: GT), up 16%, infrastructure supplier LB Foster Company (Nasdaq: FSTR), up 12%, and municipal/industrial contractor Layne Christensen (Nasdaq: LAYN), up 14%.

This week's portfolio losers were container maker Myers Industries (NYSE: MYE), down 9%, and offshore construction contractor McDermott International (NYSE: MDR), down 6%.

The portfolio's worst performing stocks remain building materials company Griffon Corporation (NYSE: GFF), down 32% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 54% since being added to the portfolio.

Worksheets were updated this week for:
Crane Company, Inc. (NYSE: CR), Ampco-Pittsburgh Corporation (NYSE: AP), Sonoco Products, Inc. (NYSE: SON), Kraton Performance Polymers, Inc. (NYSE: KRA), Contango Oil and Gas Company (NYSE: MCF), Noble Energy, Inc. (NYSE: NBL), Noble Energy, Inc. (NYSE: NBL).

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

Ampco-Pittsburgh - An Opinion

October 27, 2014 – Comments (0) | RELATED TICKERS: AP

Texas (October 26, 2014) Wax Ink has issued a Positive Investment Interest opinion for Ampco-Pittsburgh Corporation (NYE: AN), based on a recent intrinsic value review that placed fair value for the company between $40-$45.  [more]

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