Columbia, MO, based Investment company Shelter Mutual Insurance Co buys BB&T, Gilead Sciences, sells 3M Co, Union Pacific, Emerson Electric Co, Teva Pharmaceutical Industries during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Shelter Mutual Insurance Co. As of 2017-03-31, Shelter Mutual Insurance Co owns 42 stocks with a total value of $326 million. These are the details of the buys and sells.
New Purchases: BBT, Added Positions: GILD, Reduced Positions: MMM, UNP, EMR, BRK.A, XOM, PFE, ECL, Sold Out: TEVA,
For the details of Shelter Mutual Insurance Co’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Shelter+Mutual+Insurance+Co
These are the top 5 holdings of Shelter Mutual Insurance CoBerkshire Hathaway Inc (BRK.A) – 79 shares, 6.05% of the total portfolio. Shares reduced by 7.06%Visa Inc (V) – 169,340 shares, 4.61% of the total portfolio. PepsiCo Inc (PEP) – 119,830 shares, 4.11% of the total portfolio. Oracle Corp (ORCL) – 285,380 shares, 3.9% of the total portfolio. Procter & Gamble Co (PG) – 140,090 shares, 3.86% of the total portfolio. New Purchase: BB&T Corp (BBT)
Shelter Mutual Insurance Co initiated holdings in BB&T Corp. The purchase prices were between $44 and $49.7, with an estimated average price of $46.72. The stock is now traded at around $42.62. The impact to the portfolio due to this purchase was 0.47%. The holdings were 34,300 shares as of 2017-03-31.
stock market prices today: Manitowoc Company, Inc. (The)(MTW)
Advisors’ Opinion:
- [By Ben Levisohn]
With a neutral sector rating, we are working on evaluating risks to negative calls, and identifying potential value opportunities. Last week we noted more work might be worthwhile on Wabco Holdings (WBC), Terex, Manitowoc (MTW), and Caterpillar, two of those names have rallied for other reasons but the attractive price made the upside/downside skew up. We remain positive (OW) on Allison Transmission Holdings (ALSN) & United Rentals. Our and consensus 2017Allison Transmission Holdings estimates have fallen by 2% vs. ~15% for the group, while the shares are down 10% since launch. We continue to see United Rentals as the best value in our group…
stock market prices today: NGL ENERGY PARTNERS LP(NGL)
Advisors’ Opinion:
- [By Lisa Levin]
Shares of NGL Energy Partners LP (NYSE: NGL) were down around 24 percent to $16.40. NGL Energy Partners declared a quarterly distribution of $0.39 per unit and revised its fiscal year 2017 and fiscal year 2018 outlook.
- [By Lisa Levin]
In trading on Thursday, energy shares were relative laggards, down on the day by about 0.87 percent. Meanwhile, top losers in the sector included NGL Energy Partners LP (NYSE: NGL), down 17 percent, and Contango Oil & Gas Company (NYSE: MCF), down 12 percent.
- [By Lisa Levin]
On Friday, the energy sector proved to be a source of strength for the market. Leading the sector was strength from NGL Energy Partners LP (NYSE: NGL) and Legacy Reserves LP (NASDAQ: LGCY).
stock market prices today: Apple Hospitality REIT, Inc.(APLE)
Advisors’ Opinion:
- [By Lisa Levin]
Here is the list of stocks going ex-dividend on Monday.
AptarGroup, Inc. (NYSE: ATR) – $0.3200 dividend, 1.6780 percent yield. AptarGroup reported weaker-than-expected Q3 results on Thursday.
Fidelity Southern Corporation (NASDAQ: LION) – $0.1200 dividend, 2.6359 percent yield. The company, based in Atlanta, Georgia, provides financial products and services for customers.
Apple Hospitality REIT Inc (NYSE: APLE) – $0.1000 dividend, 6.5826 percent yield. Apple Hospitality REIT, based in Richmond, Virginia, operates as a subsidiary of Apple REIT Companies.
Targa Resources Corp (NYSE: TRGP) – $0.9100 dividend, 7.7299 percent yield. The Houston, Texas-based company provides midstream natura
stock market prices today: Autohome Inc.(ATHM)
Advisors’ Opinion:
- [By Monica Gerson]
Autohome Inc (ADR) (NYSE: ATHM) is estimated to report its quarterly earnings at $1.68 per share on revenue of $1.05 billion.
Vera Bradley, Inc. (NASDAQ: VRA) is expected to report its quarterly earnings at $0.05 per share on revenue of $106.75 million.
- [By R. Chandrasekaran]
The following stocks are rated with Neutral:
JD.Com Inc(ADR) (NASDAQ: JD). Vipshop Holdings Ltd – ADR (NYSE: VIPS). Autohome Inc (ADR) (NYSE: ATHM). SouFun Holdings Ltd (NYSE: SFUN). Leju Holdings Ltd (ADR) (NYSE: LEJU).
Underweight Names
The following stocks are rated Underweight:
stock market prices today: UNIVERSAL INSURANCE HOLDINGS INC(UVE)
Advisors’ Opinion:
- [By Jim Robertson]
Small cap Florida insurance stock Universal Insurance Holdings (NYSE: UVE) has taken a hit with shares downalmost 17%over the past week on predictions that Hurricane Irma would hit Florida albeit sharesrose 8.51%on Friday when it became clear that it would not be as catastrophic as feared:
stock market prices today: Care.com, Inc.(CRCM)
Advisors’ Opinion:
- [By Lisa Levin]
Shares of Care.com Inc (NYSE: CRCM) got a boost, shooting up 16 percent to $11.01 after the company reported upbeat quarterly results.
MaxPoint Interactive Inc (NASDAQ: MXPT) shares were also up, gaining 19 percent to $5.44. MaxPoint Interactive reported Q4 earnings of $0.59 per share on revenue of $46.3 million.
