Aggressive · Stocks to Consider and Updates

Marathon to Acquire Terminal and Retail Locations in Buffalo

Marathon Petroleum Corp. (NYSE: MPC - $62.78) said it agreed to buy a 900,000-barrel capacity intermodal fuel terminal and 33 NOCO Express retail stores in the Buffalo, New York area from privately held NOCO Inc. for an undisclosed amount. The Findlay, Ohio, downstream energy company said the light product and asphalt terminal is positioned to… Continue reading Marathon to Acquire Terminal and Retail Locations in Buffalo

Aggressive · Stocks to Consider and Updates

Chase Posts Record Results

New York-based money center bank JPMorgan Chase & Co. (NYSE: JPM - $111.14) said its first quarter profit rose 5% and topped expectations on the strength of its consumer business. The nation's largest bank reported a record profit of $9.2 billion, or $2.65 a share compared to $2.37 a year ago. Net revenue rose to… Continue reading Chase Posts Record Results

Aggressive · Conservative · Income · Stocks to Consider and Updates

Diversification Update

Since I’ve made a few changes to the three buttonwoodproject portfolio candidate lists over the past few months, I am posting a new chart of the sector and industry diversification for these accounts. The conservative choices are still overweight in industrials, but cover a wide-range of industries from electrical products and services, agricultural equipment and… Continue reading Diversification Update

Aggressive

Delta Air Lines Beats First Period Expectations

Atlanta’s Delta Air Lines (NYSE: DAL - $57.85) reported better-than-expected first-quarter results, with adjusted earnings per share of $0.96 from $0.75 the year before and better than the Street views for $0.90. Operating revenue climbed 7.5% to $10.42 billion, just topping the Wall Street estimate for $10.41 billion. Total revenue per available seat mile (TRASM)… Continue reading Delta Air Lines Beats First Period Expectations

Aggressive · Stocks to Consider and Updates

Cerner Announces Share Buyback and New Organizational Structure

Shares of healthcare information services provider Cerner Corp. (NASDAQ: CERN - $63.20)  are moving higher by about 10% following its announcement that the company has added four new directors to its board; committed to improving its adjusted operating margin over the next two years; and increased its authorization to repurchase outstanding stock to $1.5 billion.… Continue reading Cerner Announces Share Buyback and New Organizational Structure

Aggressive · Stocks to Consider and Updates

Allocation Update – Aggressive Portfolio

I am making the following changes to the allocation model for the aggressive portfolio to better reflect some of the current macroeconomic conditions affecting these market sectors as well as stock-specific fundamentals.        Moving down are Applied Materials from 7% to 6%, as the landscape for semiconductor equipment has softened and may take… Continue reading Allocation Update – Aggressive Portfolio

Aggressive · Stocks to Consider and Updates

ON Semiconductor to Acquire Quantenna

ON Semiconductor Corp. (NASDAQ: ON - $20.25) said it has agreed to buy Quantenna Communications Inc. for $24.50 per share in an all cash transaction with an equity value of about $1.07 billion. The companies expect the deal to close in the second half of the year and ON projects it will immediately add to… Continue reading ON Semiconductor to Acquire Quantenna