Stock Consideration Change Report
Sell considerations move up to 31% of the market. Bristol-Myers, FirstEnergy, Procter & Gamble all move into Hold category.
Stock Fair Value Changes
Eastman Chemical, Graham Holdings, Kellogg move up. Essex Property Trust, FirstEnergy drop.
Merger: Broadcom & CA Technology
Broadcom [AVGO] a leading designer, developer and supplier of a broad range of analog semiconductor devices on a global basis has agreed to acquire CA, Technology [CA] a provider of information technology management software solutions with expertise in mainframe, virtual and network (cloud) environments for $44.50/share. The combination of the two enterprises sounds interesting. But,
Stock Consideration Change Report
American Airlines moves into Buy Watch consideration with LifePoint Health.
Asset Allocation 3rd Quarter
The largest change in allocation goes to Financials with a 1.2 point increase. Other increases went to Consumer Staples 0.6 points; Utilities 0.6 points, Industrials 0.3 points and Telecom 0.2 points, Reductions occurred in Materials (0.3) points, and Consumer Discretionary (0.2) points.