Stock Fair Value Change Report
IPG Photonics, iRobot, SBA Communications, Trex Company, Wellcare Health Plans and Zebra Technologies all received increases in fair value.
Update Economic USA Housing
Housing has returned to the upper ranges of our forecast coming in at 1,127 while new home sales continued on a growth path reaching 667,000. Existing home sales (gold line) started moving back up again after several months of lower levels. Existing homes are struggling under low inventory and increasing prices.
Stock Fair Value Change Report
COGNEX, Calloway, FirstSolar, Intel, LabCorp of America, Landstar, Power INtegrations, Reinsurance Group, and ResMed all received increases in fair value while Aaron’s, Biogen, Cincinnati Financial, and US Ecology moved downward.
Stock Fair Value Change Report
Ameriprise, Avery Dennison, Caterpillar, Cabot Micro, EMCOR, Group1 Automotive, IDEX, InterParfums, John Bean Tech, 3M, Materion, Northrup-Grumman, PolyOne, Praxair, Silicon Labs, Transdigm, ThermoFisher, VISA, Winnebago, Waste management, Watsco, and West Pharmaceuticals all received higher fair values. Agree Realty, Anika Therapeutics, Anixter, Carisle Cos, Integra LifeSciences, Insteel, Ingersoll-Rand, Lockheed martin, Oceaneering Intn’l, Raytheon, The Travelers, Textron, Universal Health Services, and Whirlpool moved lower.
Stock Fair Value Change Report
Ameren, Delta Timber, Baker-Hughes, Kaiser Aluminum, Lennox, LAM Research, Manpower, PetMedExpress, and Universal Forest receive higher fair values while Arconic, Bank Mutual Corp., Facebook, Hasbro, McDonald’s, Sherwin-Williams, UnitedContinental, and UniFirst moved downward.