Investment company P-Solve Investments Ltd buys Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets, Schwab U.S. Broad Market, sells Vanguard Small-Cap Value during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, P-Solve Investments Ltd. As of 2017-09-30, P-Solve Investments Ltd owns 12 stocks with a total value of $2.6 billion. These are the details of the buys and sells.
Added Positions: VEA, VOO, VWO, VTI, SCHB, ACWI, Reduced Positions: VBR, SPY, VNQI, VNQ,
For the details of P-Solve Investments Ltd’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=P-Solve+Investments+Ltd
These are the top 5 holdings of P-Solve Investments LtdVanguard S&P 500 (VOO) – 4,400,097 shares, 39.56% of the total portfolio. Shares added by 7.03%Vanguard FTSE Developed Markets (VEA) – 13,317,140 shares, 22.4% of the total portfolio. Shares added by 99.57%iShares Core S&P Small-Cap (IJR) – 6,494,318 shares, 18.51% of the total portfolio. Shares added by 0.65%SPDR S&P 500 (SPY) – 669,450 shares, 6.55% of the total portfolio. Shares reduced by 12%Vanguard Total Stock Market (VTI) – 939,233 shares, 4.73% of the total portfolio. Shares added by 11.34%Added: Vanguard FTSE Developed Markets (VEA)
P-Solve Investments Ltd added to the holdings in Vanguard FTSE Developed Markets by 99.57%. The purchase prices were between $41.01 and $43.57, with an estimated average price of $42.41. The stock is now traded at around $44.77. The impact to the portfolio due to this purchase was 11.18%. The holdings were 13,317,140 shares as of 2017-09-30.
Best Heal Care Stocks To Invest In Right Now: Lockheed Martin Corporation(LMT)
- [By Rich Smith]
So long, United Space Alliance (and your one-shot rockets), we hardly knew ye. Today, it’s SpaceX’s reusable Falcon 9 that’s all the rage in space — cheaper than the rockets designed by Lockheed Martin (NYSE:LMT) and Boeing (NYSE:BA) for their United Launch Alliance, flying more missions, and now “flight-proven” to boot.
- [By Money Morning News Team]
Lockheed Martin Corp. (NYSE: LMT) is the largest defense company on the planet as measured in market capitalization. It’s our No. 1 pick out of our top picks for several reasons. One is the breadth of its products and reach. It develops and manufactures security, defense, and technology products worldwide.
- [By A.J. Bursick]
Rather, investors should buy “good, quality companies – companies where the fundamental business case for owning them is unaffected by what the stock market happens to be doing. Lockheed Martin Corp. (NYSE: LMT), for instance, is one of my very favorites.”
- [By Benzinga News Desk]
The Pentagon is poised to review — and probably approve — a new helicopter from Lockheed Martin Corporation (NYSE: LMT) to transport heavy cargo for the Marine Corps in a program valued at as much as $29 billion: Link
Best Heal Care Stocks To Invest In Right Now: Lam Research Corporation(LRCX)
- [By WWW.THESTREET.COM]
The same case is made for Action Alerts PLUS holding Alphabet (GOOGL) and for Lam Research (LRCX) and Broadcom (AVGO) and Growth Seeker holding Amazon (AMZN) –and a host of other high-growth companies.
- [By Ben Levisohn]
Lam Research (LRCX) soared to the top of the S&P 500 today after beating earnings forecasts and raising its fourth-quarter guidance.
Lam Researchgained 6.9% to $136.17 today, while the S&P 500 declined 0.2% to 2,338.17.
Credit Suisse analysts Farhan Ahmad and John Pitzer and argues that Lam Research’s “new trough is higher than [its] old peak.” They explain:
We expect that bears will continue to argue that CY17 is a “Peak” year; however we think that investors are missing that it now costs >2x more to get incremental bit growth than three years ago. It is noteworthy that despite ~$17bn of memory WFE in 2016 both NAND and DRAM markets went from oversupply to undersupply – implying that new trough for memory investments is even higher than old peak (2010 memory peak had WFE of $12.6bn). We view Semi Growth, rising capital intensity, and growing China CapEx as secular multiyear themes, which could continue to provide growth in coming years. In addition, in case of tax reform there could be potential to return >$50 per share to shareholders by 2020…Increase TP to $160 (from $143), based on 12x of CY18 EPS plus net cash adj for taxes.
Lam Research’s market capitalization rose to $22.2 billion today from $20.8 billion yesterday.
- [By Dan Caplinger]
Wednesday was a mixed day for the stock market, as the Dow Jones Industrials dropped by triple digits but other major benchmarks fared much better. Crude oil prices fell nearly $2 per barrel to $50.50, and that hurt energy companies, along with a poor earnings report from technology giant IBM. Yet the broader market held up better, and the Nasdaq Composite actually gained ground. In particular, some good news from a few individual companies helped hold the markets up, and CalAmp (NASDAQ:CAMP), Lithia Motors (NYSE:LAD), and Lam Research (NASDAQ:LRCX) were among the best performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.
- [By WWW.MONEYSHOW.COM]
Lam Research (LRCX) has consistently outgrown the overall semiconductor-equipment market due to its high exposure to 3D NAND flash memory.
Demand for wafer-fabrication equipment is notoriously volatile. However, over the last 90 days, the consensus profit estimate for this year jumped 17%, with 95% of analysts raising their targets.
Best Heal Care Stocks To Invest In Right Now: Adaptimmune Therapeutics plc(ADAP)
- [By Jon C. Ogg]
Adaptimmune Therapeutics PLC (NASDAQ: ADAP) was started with a Market Perform at Wells Fargo.
Aqua America Inc. (NYSE: WTR) was raised to Overweight from Equal Weight and the price target was raised to $36 from $33 (versus a $31.19 close) at Barclays.
Best Heal Care Stocks To Invest In Right Now: Computer Sciences Corporation(CSC)
- [By Monica Gerson] Related CSC Earnings Scheduled For May 24, 2016 8 Stocks You Should Be Watching Today Computer Sciences' (CSC) CEO Mike Lawrie on Q4 2016 Results – Earnings Call Transcript (Seeking Alpha)
Related Earnings Scheduled For May 24, 2016 8 Stocks You Should Be Watching Today Hewlett Packard Enterprise Announces Plans for Tax-Free Spin-Off and Merger of Enterprise … (GuruFocus)
Some of the stocks that may grab investor focus today are:
- [By R. Chandrasekaran]
Some of the outperforming stocks:
NVDIA Corp (NASDAQ: NVDA) trading up about 5.7 percent with a range between $69.50 and $71.72.
Amazon.com, Inc. (NASDAQ: AMZN) is gaining about 4 percent. The stock ranged between $770.94 and $787.73.
Computer Sciences Corporation (NYSE: CSC) is gaining about 3.3 percent with the stock trading between $56.10 and $58.01.
Microsoft Corporation (NASDAQ: MSFT) is adding about 3 percent with the stock ranging $59.78-$60.52.
Alphabet Inc (NASDAQ: GOOGL) is gaining about 2.9 percent with the stock trading between $792.90 and $805.
Intel Corporation (NASDAQ: INTC) is adding approximately 2.9 percent with shares trading in the range of $34.15-$34.60.
Cisco Systems, Inc. (NASDAQ: CSCO) is gaining about 2.8 percent as the stock traded between $30.61 and $31.05.
Salesforce.com, inc. (NYSE: CRM) is adding about 2.8 percent with the shares traded in the range of $75.41-$77.00
Best Heal Care Stocks To Invest In Right Now: Syngenta AG(SYT)
- [By WWW.THESTREET.COM]
Syngenta AG (SYT) CEO Erik Fyrwald said Wednesday that he was “entirely confident” the company’s $43 billion takeover by China National Chemical Corp. would close in the second quarter of this year and dismissed suggestions it would be disrupted by a third party.
- [By Shanthi Rexaline]
Agri-Input Companies — Seeds/ Fertilizers/Pesticides Manufacturers
Monsanto Company (NYSE: MON): +68.82 percent since 2011. Syngenta AG (ADR) (NYSE: SYT): +56.26 percent since 2011. Mosaic Co (NYSE: MOS): -63.1 percent since 2011. Potash Corporation of Saskatchewan (USA) (NYSE: POT): -67.8 percent since 2011. CF Industries Holdings, Inc. (NYSE: CF): +5.04 percent since 2011. Agrium Inc. (USA) (NYSE: AGU): +1.10 percent since 2011.