Best Insurance Stocks To Own For 2018

Newport Beach, CA, based Investment company MIG Capital, LLC buys Armstrong World Industries Inc, Chipotle Mexican Grill Inc, BJ’s Restaurants Inc, McDonald’s Corp, McKesson Corp, Microsoft Corp, National Oilwell Varco Inc, Reinsurance Group of America Inc, AmerisourceBergen Corp, sells Royal Caribbean Cruises, Reynolds American Inc, Amgen Inc, GNC Holdings Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, MIG Capital, LLC. As of 2017-09-30, MIG Capital, LLC owns 29 stocks with a total value of $696 million. These are the details of the buys and sells.

New Purchases: BJRI, MCD, MCK, MSFT, NOV, RGA, Added Positions: AWI, CMG, VSAT, STC, GSAT, ABC, Reduced Positions: RCL, CCOI, NFLX, ALGN, MO, Sold Out: RAI, AMGN, GNC,

For the details of MIG Capital, LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=MIG+Capital%2C+LLC

These are the top 5 holdings of MIG Capital, LLCCogent Communications Holdings Inc (CCOI) – 1,311,268 shares, 9.21% of the total portfolio. Shares reduced by 7.98%Sprint Corp (S) – 7,346,000 shares, 8.21% of the total portfolio. Liberty Global PLC (LBTYK) – 1,421,000 shares, 6.68% of the total portfolio. Armstrong World Industries Inc (AWI) – 868,100 shares, 6.39% of the total portfolio. Shares added by 37.77%Copart Inc (CPRT) – 1,274,072 shares, 6.29% of the total portfolio. New Purchase: BJ’s Restaurants Inc (BJRI)

MIG Capital, LLC initiated holdings in BJ’s Restaurants Inc. The purchase prices were between $28.1 and $37.15, with an estimated average price of $32.44. The stock is now traded at around $33.70. The impact to the portfolio due to this purchase was 1.4%. The holdings were 319,655 shares as of 2017-09-30.

Best Insurance Stocks To Own For 2018: Murphy Oil Corporation(MUR)

Advisors’ Opinion:

  • [By Matt Egan]

    Before Tuesday, Big Oil’s credit ratings had been left largely intact by S&P. But with oil sinking back to $30 a barrel, the ratings firm took action by downgrading Chevron (CVX), EOG Resources (EOG), Apache (APA), Devon Energy (DVN), Hess (HES), Marathon Oil (MRO), Murphy Oil (MUR), Continental Resources (CLR) and Southwestern Energy (SWN).

  • [By Ben Levisohn]

    It wasn’t just Marathon that got clipped as the eight worst-performing stocks in the S&P 500 came from the energy sector, including Murphy Oil (MUR), which fell 6.7% to $25.87, Devon Energy (DVN), which slid 6.5% to $40.72, and Chesapeake Energy (CHK), which stumbled 6.1% to $4.94. No surprise, then, that the Energy Select Sector SPDR ETF (XLE) slumped 2.6% to $69.65.

  • [By David Tristan Liu]

    Murphy USA (MUSA) first caught my attention after Southeastern Asset Management acquired a massive stake ($668mm) in its former parent company Murphy Oil Corporation (MUR) in Q1 2013. One thing about Murphy Oil Corporation I noticed after an initial glance through their 10-K and annual report was its ownership of a valuable fuel and convenience retailer segment with high ROIC, valuable real estate, low CAPEX requirements, and relatively decent growth prospects that was under-followed and whose underlying value was concealed by the parent company’s core production and exploration business.

  • [By Ben Levisohn]

    Today, it was all about oil afterOPEC “reached an understanding” on capping oil production. And that made Murphy Oil (MUR) the hottest stock in the S&P 500.

  • [By Joshua Bondy]

    Murphy Oil (NYSE: MUR  ) has already spun off its US retail operations into Murphy Oil USAandis exploring the possibility of spinning off its U.K. refining operations. Divesting its refineries will help direct excess cash to developing new fields.

  • [By Ben Levisohn]

    Oil stocks responded immediately to Opec–Murphy Oil (MUR) was our Hot Stock on Wednesday when the deal was reached, while Transocean (RIG) was our Hot Stock on Monday even before an announcement was made–Southwestern is only now catching a bid, a bid that pushed its market capitalization up to $6.5 billion.

Best Insurance Stocks To Own For 2018: CPI Aerostructures, Inc.(CVU)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of CPI Aerostructures, Inc. (NYSE: CVU) got a boost, shooting up 25 percent to $7.10 after the company posted upbeat Q1 results.

    Wayfair Inc (NYSE: W) shares were also up, gaining 25 percent to $63.71 after first-quarter earnings boasted a 2.7-percent sales beat and 46-percent year-over-year increase in active customers.

  • [By Lisa Levin]

    Shares of CPI Aerostructures, Inc. (NYSE: CVU) were down around 14 percent to $7.30 on downbeat quarterly results.

    IDT Corporation (NYSE: IDT) was down, falling around 15 percent to $15.88 following Q2 results. IDT reported fiscal second-quarter earnings of $875,000.

Best Insurance Stocks To Own For 2018: Insmed, Inc.(INSM)

Advisors’ Opinion:

  • [By Lisa Levin]

    Insmed Incorporated (NASDAQ: INSM) shares shot up 113 percent to $26.15 following the announcement of positive top-line results from its Phase 3 Convert study of ALIS in adult patients with treatment-refractory nontuberculous Mycobacterial (NTM) lung disease..

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