USA Stock Consideration Change Report
Fluor moves to BUY consideration and Electronic Arts joins SELL consideration lists.
USA Fair Value Change Report
Restoration Hardware [RH] increases fair value from $44/share to $48/share.
USA Stock Consideration Change Report
AmerisourceBergen, NOW, Inc., Invacare, Johnson Controls, Manhattan Associates, Mylan, Noble Energy, Orion Marine, Oxford Industries, ShutterStock and Xperi Corporation all move to Buy consideration. Electro Scientific joins Sell consideration.
USA Stock Consideration Change Report
American Axle & Manufacturing, Dril-Quip, Echo Global, Education Realty, EPR PRoperties, Matson, Mobile Mini, Max Linear, National Oil well, Superior Energy, Gentherm all moving to Buy consideration. Orbital ATK becomes a sell consideration.
USA Snap Shot
We warned last month that August had a miserable reputation for being unfriendly. Fortunately, the month was not unfriendly, but then it was not friendly either. The market had posted a return of 10.57% as August started and finished at 10.55% for the year. The return was not harmful, but was not beneficial either. However, we will take a drop of only 0.02% for the month and be thankful the month is over.