The PBR1000: The CEO Longevity Snapshot-July 2014!

Many Hands raise high up

Who Wants To Be A The PBR1000 Company CEO?

 

By Greyson Gardlik.

The CEO’s of The PBR1000 companies not only have control over their companies, but in today’s ever changing economy, the CEO’s can affect the entire market. This article will provide some observations on CEO longevity based on a compilation by the PBRMarketTools.com Team, focused on The PBR1000, which currently contains key demographic, financial, industry and people data based on 1,078 of the largest publicly traded with principle offices in the US.

Currently there are only 144 of the 1,078 CEOs that were appointed before the year 2000, which means since the millennia 86.6 percent of the companies have had management changes in this new era of business.  Already through June of this year there have been 59 new CEO appointments, varying across the many different companies including Walmart(PBR1)Since 2010 almost half of The PBR1000 re-structured their chief management position with 446 new appointments in the past 4.5 years.

By year in descending order here are the current number of CEOs that have been appointed:

  • 2014 (through June 30th) Appointed: 59
  • 2013: 110
  • 2012: 102
  • 2011:  96
  • 2010: 79
  • 2009-2005: 338 (5 years approx. an average of about 68 per year)
  • Before 2005: 289

The company with the longest serving CEO in The PBR1000 is the Founder and Chairman/CEO of L Brands(PBR247), Leslie Wexner, who has been serving since 1963, 51 years.Currently  in The PBR1000 the median year of CEO appointment sits at 2008 for all of the 1,078 companies we follow, which has shifted one year forward from last year’s median of 2007. We also must keep in mind that 521 CEOs, just under half of the 1,078 companies appointed new CEOs between 2009 and June 2014, which could bump the median by the end of the year to 2009.

When looking at the 100 highest revenue-producing companies, 60 of them have replaced their CEO’s during 2009-2014 (June). When looking at the CEO longevity for the companies who didn’t crack the top 100 but fell between $2 billion and $27 billion in revenues for 2013 the median year was 2008 and the average year they were appointed was about 2006. The companies that did below the $2 billion in revenues were similar to the companies who fell between $2 and $27 billion with a median year of 2008 and the average year appointed of about 2006.

For the 100 most profitable companies the data shows that 50 of them have changed management between 2009 -2014 (June).

The companies that did between $50 million and $2.3 billion in profits had a median CEO appointment of 2008 and an average of 2006.

However the companies who were least profitable of The PBR 1000, companies with profits below $50 million, had a median CEO appointment year of 2010 and an average appointment year of about 2008, which is a full two-year jump compared to the median and mean years compared to the data for revenues.

Here are some examples of industries broken down by median CEO appointment year as well as the average CEO appointments for specific sector. These 15 sectors consist of 339 of The PBR 1000 companies.  The information is ordered by SIC numbers, title of sector, number of companies, median CEO appointment year and then average appointment year.

  • SIC 1311, Petroleum & Natural Gas: 25 Companies, 2009, and 2006.
  • SIC 2834, Pharmaceuticals: 17 Companies, 2010, and 2007.
  • SIC 2911, Petroleum Refining: 13 Companies, 2010, and 2007.
  • SIC 3310-3357, Steal Manufacturing: 17 Companies, 2007, and 2006
  • SIC 3670-3690, Electronic Components: 34 companies, 2008.5, and 2007.
  • SIC 3711-3790, Transportation Manufacturing: 41 Companies, 2010, and 2009.
  • SIC 4911, Electric Services: 23 Companies, 2010, and 2009
  • SIC 5600-5661, Retail (Apparel, Family, Shoes): 22 Companies, 2007.5, and 2004
  • SIC 6021, National Banks: 18 Companies, 2009.5, and 2008
  • SIC 6200-6282, Investment Services: 27 Companies, 2005, and 2002.
  • SIC 6798, Real Estate Investment Trusts: 23 Companies, 2004, and 2003.
  • SIC 7011, Hotels/Motels, 12 Companies: 2007, and 2007.
  • SIC 7370-7374, Computer Programing/Software: 35 Companies, 2009, and 2007
  • SIC 7389, Business Services: 16 companies, 2009, and 2007
  • SIC 8050-8090, Hospitals and Healthcare related services: 16 Companies, 2005, and 2004.

Real Estate Investment Trusts, Healthcare and Investment Services are the three sectors that have on average have had their Chief Executives Officers in their positions the longest, which has been about 10-12 years.The top 6 states accounted for 500 of the 1,078 companies and had the following median CEO appointment year, and average CEO appointment year. (State, The PBR1000 company count, median CEO appointment year, and average CEO appointment year):

 

  • California: 115, 2008 and 2006
  • Texas: 108, 2009 and 2007
  • New York: 101, 2007 and 2005
  • Illinois: 66, 2008 and 2007
  • Ohio: 58, 2008.5 and 2007
  • Pennsylvania: 52, 2010 and 2008

When taking a look at the 1,078 companies CEOs and evaluating the gender breakdown, the numbers show that male CEO’s comprise 95.6% or 1,031 out of all 1,078. The median year that male CEOs were appointed was 2008 and the average year of appointment was about 2006. In 2013 there were 105 male CEO’s appointed and so far in 2014 there have been 56 appointed.The median year that female CEO’s were appointed was 2011 with an average year of appointment of about 2010.  In 2013 there were only 6 female CEO’s appointed and so far in 2014 there have only been 3 appointed. This means that the majority of female CEOs are much newer to their positions as Chief Executive Officer than their male counterparts.

More and more companies are changing this key management position in hopes that this strategic decision will help their businesses maintain a competitive advantage in today’s marketplace. Many conclusions can be drawn from the CEO data but you may interpret the data as you see fit. The next report we will provide is an analysis about CEO compensation packages.

More details are available in The PBR1000 Monthly Snapshots which are a series of Microsoft EXCEL worksheets that includes each company’s CEO name, other titles they hold in the company, year and month they became CEO, and a hotlink to a brief biography about them.

(The PBR1000 is the premiere comparative data and reporting service covering over 1,000 of the largest publicly held companies with principle or administration headquarters in the US. These companies generate over $13 trillion in annual worldwide revenues, more than all other companies in the US combined. These are the key drivers in the US and world economies. On a monthly, quarterly, and annual basis several analytical reports in customizable Microsoft Excel format are provided to The PBR1000 subscribers. Users include C-level executives, entrepreneurs,  sales/marketing/advertising professionals, investors/investment advisers, business professors/students, career counselors/job seekers, to name just a few. To order your annual subscription, just go to the PBRMarketTools.com Order page.

The author of this post, Greyson Gardlik, is an intern at PBRMarketTools. He is majoring in business economics and entrepreneurship with a minor in environmental science at the highly acclaimed University of Arizona Eller College of Management.)

The PBR1000: June 2014 Stocks/Commodities Snapshot!

Wall Street photo_8905_20091020

Stock Exchanges Hit New Highs, Will That Continue?

By Larry C. Paxton.

The PBR1000 June Snapshot reflects the latest annual 10-K reports from 2013 and for 2014 through April. There is 1 still not available for 2013 and the company has filed extensions with the SEC, so we use the 2012 10-K data.

The PBR1000 June Snapshots reflect the rankings by revenues based on the 1st quarter 2014 data. The next rankings update should be with the August Snapshots. The quarterly The PBR1000 By Industry and The PBR1000 by State are available.

A sample of The PBR1000 May 2014 Snapshot is available for download at the bottom of the “Sample Snapshots” page.

The tables below are compiled from The PBR1000 June 2014 Snapshot, which includes 9 reports. Current The PBR1000 Subscribers should have already received these.

The stock exchanges are at record highs. The bull and bear market people continue to argue strongly their point of view. The primaries for the upcoming mid-term elections are progressing with some surprises. Some analysts note that in the past few mid-term elections there has generally been around an 8% downward adjustment. There is continuing unrest in Syria, the Ukraine, Israel/Palestine and other hotspots, which also could cause unpredictable adjustments.

The stock price is for the close of trading on June 30th, Month % Chg is compared to May 30th, YTD % Chg is compared to December 31, 2013, and the 18 Mos % Chg is compared to December 31, 2012.

Table 1: The PBR1000 Stock Price Composite

Company Price
06/30/14
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
The PBR1000 262,417.46 0.00 6.56 42.05

 

Table 1 Summary: Made up of the sum of the stock prices of the 1,078 companies currently tracked by The PBR1000.

 

Table 2: The PBR1000 Top 5 Month Stock Price % Gainers

Company PBR
Rank
Symbol Price
06/30/14
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Express, Inc
848 EXPR 17.03 35.05 -8.78 12.86
Protective Life
567 PL 69.33 32.56 36.85 142.58
Exide Technologies
672 XIDEQ 0.25 31.05 3.75 -92.72
AK Steel Holding
430 AKS 7.96 30.07 -2.93 73.04
International Game Technology
798 IGT 15.91 26.77 -12.93 12.28

 

Table 2 Summary: Range was 35.05% to -64.66%. 801 out of 1,078 stock prices were up 0.00% or more, or 74.30% of the companies tracked.

 

Table 3: The PBR1000 Top 5 Year-To-Date Stock Price % Gainers

Company PBR
Rank
Symbol Price
06/30/14
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Hillshire Brands 571 HSH 62.30 16.93 86.30 121.39
Amkor Technology
673 AMKR 11.18 10.58 82.38 163.68
Newfield Exploration
927 NFX 44.20 21.16 79.46 65.05
Greenbrier Companies
933 GBX 57.60 3.78 75.40 256.22
SunEdison
883 SUNE 22.60 14.78 73.18 604.05

 

Table 3 Summary: Range was 86.30% to -83.38%. 702 out of 1,076 stock prices were up 0.00% or more, or 65.24% of the companies tracked.

 

Table 4: The PBR1000 Top 5 18 Months Stock Price % Gainers

Company PBR
Rank
Symbol Price
06/30/14
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Fannie Mae 16 FNMA 3.91 -11.74 29.90 1,403.85
Freddie Mac 32 FMCC 3.86 -13.06 33.10 1384.62
SunPower Corp
766 SPWR 40.98 22.92 37.47 629.18
Tesla Motors
882 TSLA 240.06 15.54 59.58 608.77
SunEdison 883 SUNE 22.60 14.78 73.18 604.05

 

Table 4 Summary: Range was 1,403.85% to -92.72%. 962 out of 1,063 stock prices were up 0.00% or more, or 91.25% of the companies tracked.

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
06/30/14
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
DJIA 16,826.60 0.65 1.51 28.41
NASDAQ 4,408.18 3.90 5.54 45.99
S&P500 1,960.23 1.91 6.05 37.45
Gold 1,327.20 6.06 10.39 -21.09
Silver 21.06 12.02 8.72 -30.63
Oil 105.48 2.48 7.17 12.57

 

Have questions on The PBR1000? Please contact us at Sales@PBRMarketTools.com or call us at 520-282-4100.

(The PBR1000 is the premiere comparative data and reporting service covering over 1,000 of the largest publicly held companies with principle or administration headquarters in the US. These companies generate over $13 trillion in annual worldwide revenues, more than all other companies in the US combined. These are the key drivers in the US and world economies. On a monthly, quarterly, and annual basis several analytical reports in customizable Microsoft Excel format are provided to The PBR1000 subscribers. Users include C-level executives, entrepreneurs,  sales/marketing/advertising professionals, investors/investment advisers, business professors/students, career counselors/job seekers, to name just a few. To order your annual subscription, just go to the PBRMarketTools.com Order page.)

 

The PBR1000: The June 2014 Breaking News Recap!

1375-1013-A1415-2 QM

So Far, So Good! What Will Happen In The Second Half?

By Larry C. Paxton.

The results for the first half of 2014 are in. So far it has been a mellower year than 2013. The stock market has performed as many people predicted, with new highs being established. At the same time the popular commodities were up as well. Economic data had some interesting mixed results. Unemployment fell a little, but the GDP caused some concern. Nevertheless, the major stock exchanges all improved during the month, for the quarter and year to date. Some experts remain bullish, others are still predicting a bearish correction. There have been quite a few significant mergers and acquisitions. Politically there are some hotspots in the world that seem very fragile and could have an impact. In the US we continue to struggle with political gridlock as the Senate,  House and the President just can’t seem to address some critical issues in a way that the American people would like. But the midterm elections are nearing, some primary elections have already been held, and it could be a pretty volatile election season coming up. So, as the caption above indicates, CEOs and their C-level management team members, investors, workers, and citizens continue to have a giant question mark as we enter the second half of 2014.

We start out July by celebrating Independence Day. Let’s be thankful for the freedoms and opportunities the Founding Fathers initiated,  fought for, and which we enjoy today. As we celebrate let’s remember that around the world our success is an ideal many people dream of and strive for.

Following are news items of interest for The PBR1000, most current date first. (NR) behind a company name means “No Ranking.”

Monday, June 30, 2014:
DJIA closes at 16,826.20 on 06/30/14, +0.65% over 05/30/14, +2.24% QTR, +1.51% YTD. NASDAQ closes at 4,408.18 on 06/30/14, +3.90% over 05/30/14, +4.98% QTR, +5.54% YTD. SPX closes at 1,960.23 on 06/30/14, +1.91% over 05/30/14, +4.69% QTR, +6.05% YTD. Gold closes at 1,327.20 on 06/30/14, +6.06% over 05/30/14, +3.26% QTR, +10.39% YTD. Silver closes at 21.06 on 06/30/14, +12.02% over 05/30/14, +6.80% QTR, +8.72% YTD. Oil closes at 105.48 on 06/30/14, +2.48% over 05/30/14, +4.03% QTR, +7.17% YTD.

PPG Industries(PBR180) to acquire Mexico based coatings company Consorcio Comex for $2.3 billion. Click here for the PPG press release.

TreeHouse Foods(PBR812) acquiring Flagstone Foods for $860 million cash. Click here for the TreeHouse Foods press release.

General Motors(PBR7) announces 6 new safety recalls affecting 7.6 million vehicles. Click here for the GM press release.

Devon Energy(PBR252) selling non-core US oil & gas units to Linn Energy(NASDAQ: LINE) for $2.3 billion pre-tax. Click here for the Devon Energy press release.

Johnson & Johnson(PBR39) completes divestiture of the Ortho-Clinical Diagnostics unit to The Carlyle Group(PBR521) for $4 billion. Click here for the J&J press release.

Friday, June 27, 2014:
DJIA closes at 16,851.84, -0.56% over last week, +0.81% MTD, +1.67% YTD; NASDAQ closes at 4,397.93, +0.68% over last week, +3.66% MTD, +5.30% YTD, and; S&P500 closes at 1960.96, -0.10% over last week, +1.94% MTD, +6.09% YTD.

Caesars Entertainment(PBR301) to close Atlantic City Showboat property on 08/31/14, cites high property tax burden. Click here for the Caesars press release.

Dollar General(PBR153) Chairman/CEO Rick Dreiling to retire by 05/30/15. Click here for the DG press release.

Boeing(PBR30) acquires government software development & services 140 employee firm Ventura Solutions. Click here for the Boeing press release.

Thursday, June 26, 2014:
Alcoa(PBR122) acquiring UK based jet engine parts producer Firth Rixson for $2.85 billion cash & stock. Click here for the Alcoa press release.

Wednesday, June 25, 2014:
The US Dept of Commerce revises 2014 1st quarter GDP annual rate to -2.9%. Click here for the USDOC press release.

Barnes & Noble(PBR364) splitting into 2 public companies, one for retail, the other for Nook Media, by end of 1st quarter 2015. Click here for the BN press release.

Carlyle’s(PBR521) Sequential Brands Group to acquire consumer products firm Galaxy Brand Holdings for $100 million cash. Click here for the Carlysle press release.

Owens & Minor(PBR285) acquiring kits & trays producer Medical Action Industries(NASDAQ: MDCI) for $13.80/share, $208 million cash & assumed debt. Click here for the O&M press release.

The US Supreme Court rules against live streaming TV provider Aereo, says it is not just an equipment provider, but also has characteristics of cable & network TV providers like CBS(PBR176) & Comcast(PBR44). Click here for the Supreme Court press release.

AES Corp(PBR170) selling its 45% stake in Phillipine based Maisin-AES to Thailand based EGCO Group for $453 million. Click l here for the AES press release.

Tuesday, June 24, 2014:
CIT Group(PBR608) acquiring small/mid sized business financing provider & technology driven Lender Direct Capital. Terms not disclosed. Click here for the CIT Group press release.

US Dept of Housing & Urban Development reports that May sales of new homes(seasonally adjusted annual rate) was 504,000 units, April was 425,000. The May new home sales median price was $282,000, average price was $319,200. 189,000 new homes were available at the end of May(seasonally adjusted annual rate), represents 4.5 months supply. Click here for the HUD press release.

CitiGroup(PBR26) gets extension to 01/05/15 to refile acceptable capital plan with Federal Reserve Board, will not be able to increase capital distributions until plan approved. Click here for the FRB press release.

Monday, June 23, 2014:
Wisconsin Energy(PBR513) is acquiring Integrys Energy(PBR426) for $9.1 billion in cash, stock & assumed debt. Click here for the Wisconsin Energy press release.

Oracle Corp(PBR79) to acquire integrated software/hardware retail/hospitality provider MICROS for $68/share cash, $5.3 billion deal. Click here for the Oracle press release.

The Allergan(PBR392) board unanimously rejects the latest Valeant offer as grossly inadequate. Click here for the Allergan press release.

Harbinger Group(PBR431) offers $10/share, $1.1 billion cash, for Central Garden & Pet Supply(NR). Also offers alternative of $750 million cash for pet segment only. Click here for the Harbinger press release.

AMSURG(PBR1064) announces 2 stock offerings, proceeds to help consummate the $2.35 billion Sheridan Healthcare(NR) acquisition. Click here for the AMSURG press release.

Abbott Labs(PBR127) acquiring Russian pharmaceutical Veropharm for up to $495 million cash, will also assume net debt of $150 million. Click here for the Abbott Labs press release.

The A. Schulman(PBR855) board elects 22 year employee Bernard Rzepka as President/CEO, effective 01/01/15. He will replace retiring Joseph Gingo who will stay on as Chairman. Click here for the A. Schulman press release.

Saturday, June 21, 2014:
The France based Alstom board unanimously approves the General Electric(PBR9) $16.9 billion offer to form 3 joint power ventures. Click here for the GE press release.

Friday, June 20, 2014:
AbbVie(PBR142) makes 3rd offer of $54.10/share, $46.3 billion in cash & shares, for Ireland based Shire, offer is again rejected. Click here for the Shire press release.

Oracle Corp(PBR79) is buying co-browsing & screen sharing provider LiveLOOK(NR). Click here for the Oracle press release.

Thursday, June 19, 2014:
General Electric(PBR9) revises offer, announces 2 joint 50/50 ventures with France based Alstom. Click here for the GE press release.

CelGene(PBR382) stockholders approve 2:1 stock split, to occur on 06/26/14. Click here for the CelGene press release.

Wednesday, June 18, 2014:
Red Hat(PBR983) to acquire France based open source cloud computing services company eNovance(NR) for $95 million in cash & stock. Click here for the Red Hat press release.

Amazon(PBR36) announces Fire Phone, its first smartphone, $199, available exclusively on AT&T(PBR12). Click here for the Amazon press release.

Allergan(PBR392) receives another unsolicited tender offer from Valeant Pharmaceuticals(NR). Click here for the Allergan press release.

Men’s Wearhouse(PBR775) completes its acquisition of Jos. A. Bank for $65/share cash, $1.8 billion. Click here for the Men’s Wearhouse press release.

Apple(PBR6) introduces new iMac desktop computer starting at $1,099. Click here for the Apple press release.

Air Products and Chemicals(PBR260) announces that Seifi Ghasemi will become the Chairman/President/CEO on 07/01/14. Click here for the APC press release.

Tuesday, June 17, 2014:
The US Dept of HUD reports annual rate for Private Housing Starts was 1,001,000 in May, down 6.5% from April, up 9.4% from May 2013. Click here for the HUD press release.

The US Dept of Labor reports that the Consumer Price Index increased 2.1% over the past 12 months. Click here for the USDOL press release.

Actavis(PBR298) & Forest Labs(PBR595) shareholders approve $25 billion merger, expected to close mid year. Click here for the Forest Labs press release.

AES Corp(PBR170) to sell majority of its solar business to SunEdison(PBR883) for up to $207 million. Click here for the AES press release.

Monday, June 16, 2014:
SanDisk(PBR401) to acquire flash based PCIe hardware & software developer Fusion-io(NYSE: FIO) for $1.1 billion cash. Click here for the SanDisk press release.

Level 3 Communications(PBR390) to acquire tw telecom(NASDAQ: TWTC) for $40.86/share, $7.3 billion in stock & cash. Click here for the Level 3 press release.

Safeway(PBR83) makes settlement on proposed merger with Albertsons, will delist on NYSE on 07/03/14. Click here for the Safeway press release.

General Motors(PBR7) announces a new recall of 3.16 million vehicles to rework or replace ignition keys. Click here for the GM press release.

Hillshire Brands(PBR571) board withdraws merger recommendation with Pinnacle Foods(PBR778), will focus on merger with Tyson Foods(PBR87). Click here for the Hillshire Brands press release.

Walmart(PBR1) acquiring retail mobile app developer Stylr, 13th tech acquisition in 3 years. Click here for the Walmart press release.

Sunday, June 15, 2014:
Medtronic(PBR163) to buy Ireland based medical supplies provider Covidien for $93.22/share, $49.2 billion cash. Click here for the Medtronic press release.

Williams Cos(PBR363) to become 100% general partner & 50% limited partner in Access Midstream Partners(NYSE: ACMP) in $5.995 billion transaction. Click here for the Williams Cos press release.

Friday, June 13, 2014:
Priceline(PBR366) to acquire online restaurant reservations company OpenTable for $103/share, $2.6 billion cash. Click here for the Priceline press release.

The Bureau of Labor Statistics reports that the Producer Price Index for final demand for May fell 0.2% after increases in April of 0.6% and March of 0.5%. Click here for the USDOL press release.

Thursday, June 12, 2014:
US Bureau of Labor Statistics reports import and export prices rose 0.1% in May following drops of 0.5% and 1.0% in April. Click here for the USBOL press release.

Tesla(PBR882) making its patents available to other car manufacturers to help speed up low emission electric car acceptance. Click here for the Tesla blog post by CEO Elon Musk.

The US Bureau of Labor reports average employer cost per employee was $31.93/hour in March, benefits portion was $9.97(31.2%). Click here for the USBOL press release.

Wednesday, June 11, 2014:
CBS Corp(PBR176) completing its 81% divestiture of CBS Outdoors(NYSE: CBSO) through a shares exchange. Click here for the CBS press release.

Tuesday, June 10, 2014:
Allergan(PBR392) board unanimously rejects Valeant revised merger proposal. Click here for the Allergan press release.

AIG(PBR41) names Peter Hancock, currently an Exec VP, to become President/CEO, effective 09/01/14. Click here for the AIG press release.

BE Aerospace(PBR610) announces it plans to divide up into 2 separate publicly held entities, manufacturing & services. Click here for the BE Aerospace press release.

MetLife(PBR42) to repurchase up to $1 billion of its shares. Click here for the MetLife press release.

Google(PBR46) acquiring satellites provider Skybox Imaging for $500 million cash. Click here for the Google press release.

Monday, June 9, 2014:
Pilgrim’s Pride(PBR306) withdraws its offer to acquire Hillshire Brands(PBR571). Click here for the Pilgrim’s Pride press release.

Tyson Foods(PBR87) submits unilateral offer to acquire Hillshire Brands(PBR571) for $8.55 billion cash. Click here for the Tyson Foods press release.

Hillshire Brands(PBR571) confirms receipt of Tyson Foods(PBR87) $63/share offer, comments on Pinnacle Foods(PBR778) acquisition status. Click here for the Hillshire Foods press release.

Merck(PBR63) to acquire Idenix Pharmaceuticals(NASDAQ: IDIX) for $24.50/share, $3.85 billion cash. Click here for the Merck press release.

Apple(PBR6) closed Friday, 06/06/14 at $645.54/share, $92.22/share after 7:1 split, opens 06/09/14 at $92.70, closes at $93.70.

Analog Devices(PBR733) to acquire Hittite Microwave(NASDAQ: HITT) for $78/share cash, $2 billion enterprise value. Click here for the Analog Devices press release.

Family Dollar(PBR253) adopts 1 year shareholder rights plan. Click here for the Family Dollar press release.

ON Semiconductor(PBR705) to acquire image sensor provider Aptina Imaging for $400 million. Click here for the ON Semiconductor press release.

Friday, June 6, 2014:
The US Dept of Labor reports that in May nonfarm employment rose 217,000, unemployment rate remains at 6.3%. Click here for the USDOL press release.

Men’s Wearhouse(PBR775) extends Jos. A. Bank $65/share all cash offer to 06/19/14. Click here for the Men’s Wearhouse press release.

The UPS(PBR50) board has named COO David Abney to become CEO, CEO Scott Davis to retire & be non-executive Chairman, effective 09/01/14. Click here for the UPS press release.

Wednesday, June 4, 2014:
The PBR1000 May 2014 Snapshots have been emailed out to Subscribers. Click here for The PBR1000 May 2014 Snapshots Summary blog post.

The US Dept of Labor reports revised 1st qtr 2014 nonfarm labor productivity as down at a 3.2% annual rate, hours increased 2.2%, output down 1.1%. Click here for the USDOL press release.

The US Dept of Commerce reports that April exports were $193.3B, imports $240.6B, resulting in a trade deficit of $47.2B. Click here for the USDOC press release.

A. Schulman(PBR855) to buy selected majority assets of Ferro Corp(PBR963) specialty plastics business for $91 million. Click here for the A. Schulman press release.

Tuesday, June 3, 2014:
Hillshire Brands(PBR571) to talk with $55/share bidder Pilgrim’s Pride(PBR366) & $50/share bidder Tyson Foods(PBR87). Click here for the Hillshire Brands press release.

Finnish based mobile app developer Pryte announces it has been acquired by Facebook(PBR327). Click here for the Pryte website announcement.

KKR(PBR270) is acquiring 1,600 employee website & software developer Internet Brands(NR). Click here for the press release.

First Solar(PBR627) to acquire German based technology provider Skytron-Energy from AEG Power Solutions. Click here for the press release.

Dept of Commerce says new manufactured goods orders up 0.7% to $499.8B in April. Shipments, unfulfilled orders, inventories up also. Click here for the Dept of Commerce press release.

Monday, June 2, 2014:
Click here for the The PBR1000 May 2014 Breaking News Recap blog post.

Ventas(PBR705) to acquire ARC Healthcare for $2.6 billion cash/stock, & 29 Canadian senior healthcare facilities for $900 million in a separate transaction. Click here for the Ventas press release.

(The purpose of The PBR1000 is to provide a wide range of interested people with the premier key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 of the largest publicly traded companies with principal offices in the US, companies that have a huge impact on the US and world economies. This information is updated monthly and published in MS Excel format as The PBR1000 Monthly Update Report. During a month several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)

The PBR1000: May 2014 Stocks/Commodities Snapshot!

ID-100143639 Data Analysis-adamrBy Larry C. Paxton

Yes, we have changed the name of The PBR1000 reports from Recaps to Snapshots. We still use Recaps for the monthly breaking news summaries, but as one of our The PBR1000 Subscribers pointed out, The PBR1000 reports really do show the results at the end of the month and the name Snapshots was suggested as more appropriate. So, we say “Thanks!” to The PBR1000 Subscribers and have made the change.

The PBR1000 May Snapshot reflects the annual 10-K reports from 2013 and for 2014 through March. Only 2 had not been filed. There are also 2 still not available for 2013 and the companies have filed extensions with the SEC, so we use the 2012 10-K data.

The PBR1000 May Snapshots reflect the new rankings by revenues based on the 1st quarter 2014 data. The quarterly The PBR1000 By Industry and The PBR1000 by State should be out in the next week.

A sample of The PBR1000 May 2014 Snapshot is available for download at the bottom of the “Sample Snapshots” page.

The tables below are compiled from The PBR1000 May 2014 Snapshot. Current The PBR1000 Subscribers should have already received these.

Note that in Table 5 the stock market indices are at record highs. It’s interesting to read commentaries from both bull and bear market people. With upcoming mid-term elections, continuing unrest in Syria, the Ukraine, and other hotspots, are there going to be some dramatic adjustments?

The stock price is for the close of trading on May 30th, Month % Chg is compared to April 30th, YTD % Chg is compared to December 31, 2013, and the 17 Mos % Chg is compared to December 31, 2012.

Table 1: The PBR1000 Stock Price Composite

Company Price
04/30/14
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
The PBR1000 263,435.27 0.18 6.60 42.06

 

Table 1 Summary: Made up of the sum of the stock prices of the 1,080 companies currently tracked by The PBR1000.

 

Table 2: The PBR1000 Top 5 Month Stock Price % Gainers

Company PBR
Rank
Symbol Price
05/30/14
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
Gentiva Health
941 GTIV 13.63 81.01 9.83 35.62
Hillshire Brands
571 HSH 53.28 49.45 59.33 89.34
Netflix 525 NFLX 417.83 29.74 13.49 351.27
Amkor Technologhy
673 AMKR 10.11 27.17 64.93 138.44
Republic Airways
1019 RJET 10.52 26.59 -1.59 85.21

 

Table 2 Summary: Range was 81.01% to -66.56%. 692 out of 1,080 stock prices were up 0.00% or more, or 64.07% of the companies tracked.

 

Table 3: The PBR1000 Top 5 Year-To-Date Stock Price % Gainers

Company PBR
Rank
Symbol Price
05/30/14
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
Greenbrier Companies 933 GBX 55.50 5.84 69.00 243.33
Rite Aid Corp
105 RAD 8.36 14.52 65.22 514.71
Amkor Technology
673 AMKR 10.11 27.17 64.93 138.44
Hawaiian Holdings
842 HA 15.44 6.85 60.33 135.01
Hillshire Brands
571 HSH 53.28 49.45 59.33 89.34

 

Table 3 Summary: Range was 69.00% to -81.82%. 642 out of 1,078 stock prices were up 0.00% or more, or 59.55% of the companies tracked.

 

Table 4: The PBR1000 Top 5 17 Months Stock Price % Gainers

Company PBR
Rank
Symbol Price
05/30/14
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
Freddie Mac 32 FMCC 4.44 13.55 53.10 1,607.69
Fannie Mae 16 FNMA 4.43 13.59 47.18 1,603.85
Rite Aid Corp
105 RAD 8.36 14.52 65.22 514.71
Tesla Motors
882 TSLA 207.77 -0.06 38.12 513.43
SunEdison 883 SUNE 19.69 2.39 50.88 513.40

 

Table 4 Summary: Range was 1,607.69% to -94.44%. 962 out of 1,065 stock prices were up 0.00% or more, or 90.33% of the companies tracked.

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
04/30/14
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
DJIA 16,717.17 0.82 0..85 27.57
NASDAQ 4,242.62 3.11 1.58 40.51
S&P500 1,923.57 2.10 4.07 34.87
Gold 1,251.40 -3.43 4.08 -25.60
Silver 18.80 -1.93 -2.94 -38.08
Oil 102.93 3.20 4.58 9.85

 

Have questions on The PBR1000? Please contact us at Sales@PBRMarketTools.com or call us at 520-282-4100.

(The PBR1000 is the premiere comparative data and reporting service covering over 1,000 of the largest publicly held companies with principle or administration headquarters in the US. These companies generate over $13 trillion in annual worldwide revenues, more than all other companies in the US combined. These are the key drivers in the US and world economies. On a monthly, quarterly, and annual basis several analytical reports in customizable Microsoft Excel format are provided to The PBR1000 subscribers. Users include C-level executives, entrepreneurs,  sales/marketing/advertising professionals, investors/investment advisers, business professors/students, career counselors/job seekers, to name just a few. To order your annual subscription, just go to the PBRMarketTools.com Order page.)

(Photo courtesy of adamr/freedigitalphotos.net)

 

 

 

 

 

The PBR1000: The May 2014 Breaking News Recap!

Handshake Animation 144794-20131002By Larry C. Paxton

The Art of the Big Deal was very much in evidence in May. Highlights include a lot of drama in Pfizer’s attempt to acquire AstraZeneca, the pursuit of Allergan by Valeant Pharmaceuticals, GE’s bid for Alstom, Hillshire Brands desire to acquire Pinnacle Foods only to find itself being chased by Pilgrim’s Pride, then by Tyson Foods. It appears that the Men’s Wearhouse/Jos. A. Banks dance will finally end with a hopefully nicely dressed merger, while the “Deal of Equals” between Omnicom and Publicis  fell apart.

Here are the May recaps by most current date first:

Friday, May 30, 2014:
Allergan(PBR391) acknowledges new unsolicited bid by Valeant & Pershing Square Capital Management for $72.00/share. Click here for the Allergan press release.

Men’s Wearhouse(PBR773) acquisition of Jos A Banks expected to close within 30 days upon FTC waiting period expiration. Click here for the Men’s Wearhouse press release.

Thursday, May 29, 2014:
Tyson Foods(PBR87) makes $50/share $6.8 billion all cash bid to acquire Hillshire Brands(PBR569). Click here for the Tyson Foods press release.

Microsoft’s(PBR35) Office & Windows systems to connect with Salesforce(PBR557) CRM per strategic partnership. Click here for the Salesforce press release.

The Bureau of Economic Analysis reports that GDP for 2014 1st quarter has been revised downward to a -1% on an annual basis. Click here for the BEA press release.

Wednesday, May 28, 2014:
Apple(PBR6) to acquire Beats Music & Beats Electronics for $3 billion. Click here for the Apple press release.

Allergan(PBR391) confirms receipt of unsolicited Valeant increased bid to $58.30/share. Click here for the Allergan press release.

McDonald’s(PBR95) announces it plans to return $18-20 billion to shareholders over 3 years. Click here for the McDonald’s press release.

Tuesday, May 27, 2014:
Pilgrim’s Pride proposes to acquire Hillshire Brands(PBR569) for $45.00/share, $6.4 billion. Click here for the Pilgrim’s Pride press release.

Intuit(PBR544) to acquire mobile pay company Check for $360 million cash. Click here for the Intuit press release.

KKR(PBR270) to acquire Singapore based packaging company Goodpack for $1.1 billion. Click here for the KKR press release.

Boeing(PBR30) acquiring Netherland’s airplane maintenance & leasing records management firm AerData BV. Click here for the Boeing press release.

Monday, May 26, 2014:
Memorial Day Observed

After the AstraZeneca board rejects the Pfizer(PBR53) $118 billion bid, no additional offer will be made at this time. Click here for the Pfizer press release.

Friday, May 23, 2014:
The US Dept of Commerce reports new single-family home sales rose 6.4% in April to a 433,000 annual rate. Click here for the USDOC press release.

Thursday, May 22, 2014:

Hess Corp(PBR113) selling 1,300+ locations retail business to Marathon Oil(PBR184) for $2.6 billion cash, will use proceeds in stock repurchase plan. Click here for the Hess press release.

General Electric(PBR9) agrees to French govt request to extend $16.9 billion bid for Alstom to 06/23/14. Click here for the GE press release.

Johnson & Johnson(PBR39) moves $1+ billion US media buying from Interpublic(PBR351) to Omnicom(PBR192). Click here for the Ad Age article.

Reuters reports on the Hewlett-Packard(PBR17) announcement that it will cut up to 16,000 more jobs. Click here for the Reuters article.

Wednesday, May 21, 2014:
Netflix(PBR523) to expand services into 6 European countries by the end of 2014. Click here for the Netflix press release.

eBay(PBR167) asking users to change passwords because of limited account information data breach. Click here for the eBay press release.

KKR’s(PBR270) Brickman Group landscape service merges with snow services ValleyCrest to form $2 billion/yr company. Click here for the Brickman press release.

Monday, May 19, 2014:
Yahoo!(PBR492) Japan & SoftBank agree to cancel $3.17 billion agreement for mobile service eAccess. Click here for the Yahoo! Japan press release.

MasterCard(PBR306) to acquire India based global software & electronics payment services company ElectraCard. Click here for the MasterCard press release.

Sunday, May 18, 2014:
AT&T(PBR11) to acquire DirecTV(PBR89) for $95.00/share, $67.1 billion total transaction value. Click here for the AT&T press release.

Friday, May 16, 2014:
Abbott Labs(PBR126) acquiring Latin America based CFR Pharmaceuticals for $2.9 billion plus debt. Click here for the Abbott Labs press release.

Darden Restaurants(PBR300) selling Red Lobster chain to Golden Gate Capital for $2.1 billion cash. Click here for the Darden press release.

Chesapeake Energy(PB151) announces anticipated $4 billion in asset sales in 2014. Click here for the Chesapeake press release.

Thursday, May 15, 2014:
The Indianapolis Power & Light unit of AES(PBR169) gets approval to build 650 MW gas turbine power plant & natural gas conversion of a 200 MW coal plant, $636 million projects total. Click here for the AES press release.

General Motors(PBR7) announces 2.7 million vehicle recall for 5 safety features. Click here for the GM press release.

Germany’s Deutsche Bank selling The Cosmopolitan of Las Vegas to a Blackstone(PBR373) real estate unit for $1.73 billion cash. Click here for the Deutsche Bank press release.

Kindred Healthcare(PBR475) proposes to acquire Gentiva Health Services(PBR941) for $14/share, $1.6 billion cash & stock. Click here for the Kindred press release.

Boston Scientific(PBR349) to acquire interventional division of Bayer AG for $415 million cash. Click here for the Boston Scientific press release.

The US Bureau of Labor Statistics reports that the urban Consumer Price Index for April increased by 0.3%, 2.0% over the past 12 months. Click here for the BLS press release.

Wednesday, May 14, 2014:
American Intl Grp(AIG)(PBR41) completes $7.6 billion sale of its International Lease Finance Corp to AerCap Holdings NV. Click here for the AIG press release.

The Louisiana-Pacific(PBR864) $1.1 billion agreement to buy Canada’s Ainsworth Lumber has been terminiated. Click here for the L-P press release.

Sears Holdings(PBR81) is considering sale of its 51% stake in Sears Canada. Click here for the Sears press release.

Gannett(PBR456) purchasing 6 Texas TV stations from London Broadcasting Co for $215 million cash. Click here for the Gannett press release.

Acxiom(PBR1058) to acquire LiveRamp for $310 million. Click here for the Acxiom press release.

The US Bureau of Labor Statistics reports that the Producer Price Index for April was up 0.6. Click here for the USBLS press release.

Tuesday, May 13, 2014:
Merck(PBR63) selling it’s opthalmology products unit to Japan’s Santen Pharmaceutical for $600+ million. Click here for the Merck press release.

Meh Labs announces that its self-destruct mobile messaging app Blink is now a part of Yahoo(PBR492). Click here for the Blink press release.

Monday, May 12, 2014:
Hillshire Brands(PBR271) to acquire Pinnacle Foods for $6.6 billion. Click here for the Hillshire Brands press release.

Allergan(PBR391) unanimously rejects Valeant Pharmaceutical $46 billion takeover bid, viewed as undervalued. Click here for the Allergan press release.

Vantiv(PBR857) to acquire POS payment systems vendor Mercury Payment Systems from Silver Lake investment group for $1.65 billion. Click here for the Vantiv press release.

Friday, May 9, 2014:
DR Horton(PBR394) acquiring Atlanta based home builder Crown Communities for $210 million cash. Click here for the DR Horton press release.

Thursday, May 8, 2014:
Omnicom Group(PBR192) & France’s Publicis Groupe agree to terminate proposed $35 billion merger agreement. Click here for the Omnicrom press release.

Liberty Media(PBR564) in 1st quarter 2014 report announces plan to spin off Liberty Broadband Group cable business into separate public company. Click here for the Liberty Media press release.

Fannie Mae(PBR16) reports 1st quarter net income of $5.3 billion, will pay US government $5.7 billion dividend in June. Click here for the Fannie Mae press release.

Freeport-McMoRan(PBR131) buying Apache Corp(PBR166) deepwater gulf assets for $1.4 billion. Click here for the Freeport-McMoRan press release.

Time Warner(PBR92) announces spin-off dividend of Time, Inc, which will become a separate public company. Click here for the Time Warner press release.

Discovery Communications(PBR433) & England based Liberty Global forming 50/50 joint venture to buy TV producer & distributor All3Media for $930 million. Click here for the Discovery press release.

Wednesday, May 7, 2014:
Ford Motor(PBR8) announces $1.8 billion stock repurchase program to offset share dilution; consistent with capital strategy. Click here for the Ford press release.

Mondelez Intl(PBR84) & Netherland’s DE Masters Blenders 1753 to form world’s leading $7 billion in revenues pure-play coffee company. Click here for the Mondelez Intl press release.

Hyatt(PBR542) selling its Residential Group timesharing service & Maui property to Interval Leisure Group(NR) for $136 million. Click here for the Hyatt press release.

The International Olympic Committee awards broadcast rights through 2032 to the NBCUniversal unit of Comcast(PBR44). Click here for the Comcast press release.

Tuesday, May 6, 2014:
The US Dept of Commerce/Bureau of Economic Analysis says March international trade was $193.9B for exports, $234.3B for imports, $40.4B deficit, down from $41.9B in Feb. Click here for the BEA press release.

Merck(PBR63) selling its consumer care business to Germany’s Bayer AG for $14.2 billion. Click here for the Merck press release.

Office Depot(PBR232) in 1st quarter report announces it will close 400 US stores, 150 in 2014. Click here for the Office Depot press release.

AOL(PBR801) buying ad tracker Convertro(NR) for $101 million. Click here for the AOL press release.

Xerox(PBR127) acquiring workers compensation firm ISG Holdings for $225 million. Click here for the Xerox press release.

Boston Scientific(PBR349) is acquiring 100% of gynecological surgery pre-commercial stage firm IoGyn for $65 million. Click here for the Boston Scientific press release.

Monday, May 5, 2014:
Target(PBR37) board announces resignation of Chair/Pres/CEO Greg Steinhafel; CFO John Mulligan named Interim Pres/CEO. Click here for the Target press release.

PBRMarketTools.com releases its The PBR1000 April Stocks/Commodities Recap report. Click here for the PBRMarketTools.com blog post.

The Institute for Supply Management(ISM) reports that in April its Non-Manufacturing ISM index rose to 55.2%, Business Activity Index up at 60.9%, New Orders Index up at 58.2%, and Employment Index down a little at 51.3%. Click here for the ISM press release.

Friday, May 2, 2014:
The US Dept of Labor reports that 288,000 jobs were created in April, unemployment fell from 6.7% to 6.3%. Click here for the USDOL press release.

News Corp(PBR290) acquiring Canada’s Torstar’s fiction publisher Harlequin for $414 million. Click here for the News Corp press release.

Visteon(PBR335) selling majority of auto interiors business to Cerberus Capital Management affiliate. Click here for the Visteon press release.

The Textron(PBR217) E-Z-GO unit acquires aviation ground support manufacturer TUG Techologies. Click here for the Textron press release.

Thursday, May 1, 2014:
Click here for the The PBR1000 April 2014 Breaking News Recap blog post.

Ford Motor(PBR8) announces Pres/CEO Alan Mulally to retire on July 1, COO Mark Fields to become Pres/CEO. Click here for the Ford press release.

Berkshire Hathaway(PBR4) Energy unit acquiring Canadian transmission company AltaLink for $2.9 billion. Click here for the BHE press release.

Telephone & Data Systems(PBR476) buying Oregon based BendBroadband for $261 million. Click here for the TDS press release.

Viacom(PBR201) to acquire UK’s Channel 5 for $757 million. Click here for the Viacom press release.

YUM!(PBR206) Chair/CEO David Novak to become Exec Chair on 01/01/15, Greg Creed to become CEO. Click here for the YUM! press release.

Ferrellgas Partners(PBR885) acquiring private fluid logistics South Texas company Sable Environmental(NR) for $125 million. Click here for the Ferrellgas press release.

The official start of summer is in June. Let’s see what hot deals are made during the month!

(The purpose of The PBR1000 is to provide a wide range of interested people with the premier key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 of the largest publicly traded companies with principal offices in the US, companies that have a huge impact on the US and world economies. This information is updated monthly and published in MS Excel format as The PBR1000 Monthly Update Report. During a month several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)

The PBR1000: April 2014 Stocks/Commodities Recap!

ID-100254035 Graphic-Hand on Stock Trading Screen-2nix

 

 

 

By Larry C. Paxton

During the month of April daily stock indices fluctuated quite a bit, depending on the mixed  economic news and international reporting on places of conflict. However, at the end of the month you would not have guessed that there had been such wide swings.

The tables below are compiled from The PBR1000 April 2014 Recap. Current The PBR1000 Subscribers should have already received this and the supplementary reports.

The stock price is for the close of trading on April 30th, Month % Chg is compared to March 31st, YTD % Chg is compared to December 31, 2013, and the 16 Mos % Chg is compared to December 31, 2012.

Table 1: The PBR1000 Composite

Company Price
04/30/14
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
The PBR1000 262,712.37 2.01 6.39 41.69

 

Table 1 Summary: Made up of the sum of the stock prices of the 1,074 companies currently tracked by The PBR1000.

 

Table 2: The PBR1000 Top 5 Month % Gainers

Company PBR
Rank
Symbol Price
04/30/14
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
Ruby Tuesday 1033 RT 7.71 37.43 11.26 -1.91
Allergan 391 AGN 165.84 33.63 49.30 80.79
Pepco Holdings 495 POM 26.76 30.66 39.88 36.46
Adams Resources & Energy 567 AE 72.06 24.41 5.20 105.47
Susser Holdings 398 SUSS 77.38 23.87 18.16 124.35

 

Table 2 Summary: Range was 37.43% to -32.55%, 514 out of 1,074 stock prices were up 0.00% or more, or 47.86% of the companies tracked.

 

Table 3: The PBR1000 Top 5 Year-To-Date % Gainers

Company PBR
Rank
Symbol Price
04/30/14
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
Greenbrier Companies 933 GBX 52.44 15.00 59.68 224.30
Green Plains Renewable Energy 659 GPRE 29.90 -0.20 54.28 278.00
Systemax 622 SYX 17.29 15.96 53.69 79.17
Forest Labs 649 FRX 91.91 -0.39 53.11 160.22
Hawaiian Holdings 841 HA 14.45 3.51 50.05 119.94

 

Table 3 Summary: Range was 59.68% to -73.36%, 577 out of 1,074 stock prices were up 0.00% or more, or 53.72% of the companies tracked.

 

Table 4: The PBR1000 Top 5 16 Months % Gainers

Company PBR
Rank
Symbol Price
04/30/14
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
Freddie Mac 32 FMCC 3.91 1.30 34.83 1,403.85
Fannie Mae 16 FNMA 3.90 0.00 29.57 1,400.00
Tesla Motors 880 TSLA 207.89 -0.27 38.20 513.79
SunEdison 881 SUNE 19.23 2.07 47.36 499.07
SunPower Corp 764 SPWR 33.42 3.60 12.11 494.66

 

Table 4 Summary: Range was 1,403.85% to -94.15%, 960 out of 1,064 stock prices were up 0.00% or more, or 90.23% of the companies tracked.

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
04/30/14
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
DJIA 16,580.84 0.75 0.03 26.53
NASDAQ 4,114.56 -2.01 -1.49 36.27
S&P500 1,883.95 0.62 1.93 32.10
Gold 1,295.90 0.82 7.79 -22.95
Silver 19.17 -2.79 -1.03 -36.86
Oil 99.74 -1.63 1.34 6.45

 

 

Have questions on The PBR1000? Please contact us at Sales@PBRMarketTools.com or call us at 520-282-4100.

(The PBR1000 is the premiere comparative data and reporting service covering over 1,000 of the largest publicly held companies with principle or administration headquarters in the US. These companies generate over $13 trillion in annual worldwide revenues, more than all other companies in the US combined. These are the key drivers in the US and world economies. On a monthly, quarterly, and annual basis several analytical reports in customizable Microsoft Excel format are provided to The PBR1000 subscribers. Users include C-level executives, entrepreneurs,  sales/marketing/advertising professionals, investors/investment advisers, business professors/students, career counselors/job seekers, to name just a few. To order your annual subscription, just go to the PBRMarketTools.com Order page.)

(Photo courtesy of 2nix/FreeDigitalPhotos.net)

The PBR1000: The April 2014 Breaking News Recap!

ID-10056573 Business People and World-Kookkai_nakBy Larry C. Paxton

In the fourth month of the year we saw a lot of surprise mergers and acquisitions announcements across many industries. It was also interesting to note how some companies are also looking at splitting up their companies into two entities. Some international mega deals are in the works that have to go through approvals of multiple countries and regulatory bodies. In general, it’s just a time consuming process, some adjustments are made, and the deals go through. It will be interesting to see if that’s true for some of the deals that were announced in April.

Following are the breaking news items for April from The PBR1000, starting with the most current items.

Wednesday, April 30, 2014:
The Bureau of Economic Analysis adjusts 4th quarter 2013 US real GDP to 2.6%, increased 0.1% in 1st quarter 2014. Click here for the BEA press release.

Exelon(PBR107) buying electric & gas utilities firm Pepco Holdings(PBR492) for $27.25/share, $6.83 billion cash. Click here  for the Exelon press release.

ADT(PBR623) acquiring Canadian based security monitoring company Reliance Protectron for $500 million. Click here  for the ADT press release.

Energizer(PBR513) plans to split into two public companies in 2015. Click here  for the Energizer press release.

Red Hat(PBR1021) to acquire private open source storage solutions vendor Inktank for $175 million. Click here  for the Red Hat press release.

Tuesday, April 29, 2014:
Alliant Techsystems(PBR522) spinning off outdoor sporting unit to separate public company, merging aerospace & defense unit with Orbital Sciences(PBR1005). Click here  for the ATK press release.

General Electric(PBR9) makes positively received $13.5 billion bid for French based Alstom’s thermal, renewables, & grid business. Click here  for the GE press release.

Bristol-Myers Squibb(PBR163) has acquired private biotech firm Iperian for $175 million. Click here  for the Bristol-Myers press release.

Monday, April 28, 2014:
Forest Labs(PBR647) acquiring drug developer Furiex Pharmaceutical(NR) for $95/share, $1.1 billion cash. Click here  for the Forest Labs press release.

Comcast(PBR44) agrees to give 3.9 million video subscribers to Charter Communications(PBR313). Click here  for the Charter Communications press release.

Susser Holdings(PBR397) being acquired by Energy Transfer Partners(NR, NYSE: ETP) for $1.8 billion. Click here  for the Susser Holdings press release.

Pfizer(PBR53) confirms discussion & continuing interest in UK based biopharmaceutical AstraZeneca. Click here  for the Pfizer press release.

KKR(PBR270) reduces stake in Norwegian software company Visma from 76% to 31.3%. Click here  for the KKR press release.

Friday, April 25, 2014:
The Bureau of Economic Analysis(BEA) reports GDP annual rate for 4th quarter 2013 was 2.6%, 1.9% for all of 2013. Click here  for the BEA press release.

Kellogg’s(PBR188) President/CEO John Bryant to become Chairman on July 1, succeeding James Jenness, who remains on the board. Click here  for the Kellogg’s press release.

Wednesday, April 23, 2014:
Hess Corp(PBR113) has sold Thailand assets for $1 billion. Click here  for the Hess press release.

Apple(6) expands capital return program to $130 billion, increases dividend, announces 7 for 1 stock split. Click here  for the Apple press release.

JetBlue(PBR439) statement regarding pilots approving unionizing under Air Lines Pilots Assn. Click here  for the JetBlue press release.

Amazon(PBR36) to offer exclusive subscriptions to HBO Prime Instant Video and HBO GO streaming service. Click here  for the Amazon press release.

Tuesday, April 22, 2014:
Allergan(PBR390) confirms receipt of unsolicited $48.30/share buy bid by Valeant Pharmaceuticals(NR). Click here  for the Allergan press release.

Allergan(PBR390) adopts 1 yr stockholders rights ‘poison pill’ to avert takeover bid by Valeant Pharmaceuticals(NR). Click here  for the Allergan press release.

Eli Lilly(PBR120) buying Novartis Animal Health(NR) for $5.4 billion. Click here  for the Eli Lilly press release.

Blackstone(PBR372) completes equity acquisition of Accuvant. Click here  for the Blackstone press release.

Monday, April 21, 2014:
In 1st quarter report Kimberly-Clark(PBR129) updates status of a public health care $1.6 billion/yr spin-off in May. Click here  for the Kimberly-Clark press release.

Hillshire Brands(PBR566) to acquire Van’s Natural Foods from Catterton Partners(NR) for $165 million. Click here  for the Hillshire Brands press release.

Treehouse Foods(PBR809) to acquire food/beverage company Protenergy Natural Foods(NR) for $150 million. Click here  for the Treehouse Foods press release.

Friday, April 18, 2014:
LinkedIn(PBR979) announces that it now has 300 million members worldwide. Click here  for the LinkedIn press release.

Calpine(PBR389) to sell 6 southeast power plants for $1.57 billion. Click here  for the Calpine press release.

Thursday, April 17, 2014:
Chemtura(PBR717) selling its AgroSolutions unit to Platform Specialty Products(NR) for $1 billion. Click here  for the Chemtura press release.

Walmart(PBR2) to offer low cost Walmart-2-Walmart money transfer service. Click here  for the Walmart press release.

Live Nation Entertainment(PBR382) assumes sole ownership of Live Nation Japan. Click here  for the Live Nation Entertainment press release.

Wednesday, April 16, 2014:
Johnson Controls(PBR65) acquiring Air Distribution Technologies for $1.6 billion. Click here  for the Johnson Controls press release.

MasterCard(PBR326) acquiring Australia based loyalty/rewards service Pinpoint. Click here  for the MasterCard press release.

Vornado Realty Trust(PBR690) realizes $145 million net proceeds from $350 million refinancing of 1.3Msf Manhattan office building 909 Third Ave. Click here  for the Vornado press release.

Tuesday, April 15, 2014:
Mosaic Co(PBR225) acquiring Archer-Daniels-Midland(PBR27) Brazil & Paraguay fertilizer units for $350 million. Click here  for the Mosaic press release.

Motorola Solutions(PBR285) selling its enterprise business to Zebra Technologies(NR) for $3.45 billion. Click here  for the Motorola Solutions press release.

Aaron’s(PBR794) rejects $2.3 billion buyout bid, acquires virtual payments Progressive Finance Holdings for $700 million cash. Click here  for the Aaron’s press release.

MGM Resorts(PBR274) & Hakkasan Group(NR) form joint global hotel management company. Click here  for the MGM press release.

Monday, April 14, 2014:
Safeway(PBR60) completes its Blawkhawk Network Holdings spin-off. Click here  for the Safeway press release.

KKR(PBR257) selling its Ipreo unit to Blackstone Group(PBR539) & Goldman Sachs(PBR66) Merchant Banking. Click here  for the KKR press release.

Boston Properties(PBR895) leasing 714,000 sq ft in 61 story San Francisco building to Salesforce.com(PBR784). Click here  for the Boston Properties press release.

Google(PBR55) is buying solar powered drone maker Titan Aerospace, terms not disclosed.

Friday, April 11, 2014:
Ametek(PBR606) acquiring optical instrument maker Zygo for $280 million. Click here  for the Ametek press release.

Vornado Realty Trust(PBR690) spinning off shopping center business into publicly held SpinCo. Click here  for the Vornado press release.

Thursday, April 10, 2014:
Blackstone(PBR539) units providing $650 million for Ventika, to become largest onshore wind farm development in Mexico. Click here  for the Blackstone press release.

H&R Block(PBR668) selling its banking unit to BofI Federal Bank. Click here  for the H&R Block press release.

ADP(PBR234) announces plan to spin off automobile Dealer Services unit as separate public company. Click here  for the ADP press release.

Wednesday, April 9, 2014:
Procter & Gamble(PBR29) selling 3 petfood brands to Mars, Inc(NR) for $2.9 billion. Click here  for the P&G press release.

Hewlett-Packard(PBR15) announces $108 million settlement with the DOJ & SEC over Foreign Corrupt Practices Act charges. Click here  for the HP press release.

Bank of America(PBR21) agrees to fines & refunds totaling $783 million regarding past credit card debt cancellation & identity theft products. Click here  for the BofA press release.

Tuesday, April 8, 2014:
The Time Inc unit of Time Warner(PBR94) to raise $1.4 billion in debt as it prepares to be a spin-off(Bloomberg). Click here  for the Bloomberg News article.

Eli Lilly(PBR119) responds to its $3 billion share of punitive damages in lawsuit with Takeda regarding drug Actos. Click here  for the Eli Lilly press release.

Monday, April 7, 2014:
AGL Resources(PBR551) is selling its Tropical Shipping unit to Seattle based Saltchuk Resources(NR) for $220 million after taxes. Click here  for the AGL Resources press release.

The Jones Group(PBR562) shareholders approve $15/share, $2.2 billion merger with private equity firm Sycamore Partners(prnewswire). Click here  for the prnewswire press release.

CitiGroup(PBR25) agrees to pay $1.125 billion to mortgage trusts. Click here  for the CitiGroup press release.

Cincinnati Bell selling its wireless spectrum licenses to Verizon(PBR16) for $210 million. Click here  for the Cincinnati Bell press release.

Laclede Group(PBR1050) to buy Alabama Gas Company from Energen(PBR951) for $1.6 billion. Click here  for the Laclede press release.

Sunday, April 6, 2014:
Arthur J Gallagher(PBR734) buying Australian based Wesfarmer Insurance Brokerage for $933 million. Click here  for the AJG press release.

Friday, April 4, 2014:
Blackstone(PBR539) acquiring precision automotive parts manufacturer Gates Corp for $5.4 billion. Click here  for the Blackstone press release.

Thursday, April 3, 2014:
Anadarko(PBR192) settles Tronox(PBR909) environmental liabilities suit against subsidiary Kerr-McGee for $5.15 billion. Click here  for the Anadarko press release.

Liberty Media(PBR863) reducing financial stake & losing 2 board members at Barnes & Noble(PBR339). Click here  for the Liberty Media press release.

Wednesday, April 2, 2014:
Cardinal Health(PBR19) acquiring extravascular closure devices firm AccessClosure for $320 million. Click here  for the Cardinal Health press release.

Tuesday, April 1, 2014:
3M Company(PBR91) completes acquisition of healthcare data analytics & business intelligence firm Treo Solutions(NR). Click here  for the 3M press release.

Allstate(PBR85) completes sale of Lincoln Benefit Life Co to Resolutions Life Holdings(NR) for $796 million. Click here  for the Allstate press release.

KKR(PBR257) to acquire Brazil based data center solutions provider Aceco IT. Click here  for the KKR press release.

Pinnacle Entertainment(PBR1037) sells its St. Louis property Lumiere Place Casino to Tropicana Entertainment for $260 million. Click here  for the Pinnacle press release.

STERIS Corp(PBR993) acquiring privately held Integrated Medical Systems International for $165 million. Click here  for the STERIS press release.

Actavis(PBR400) has acquired Thailand’s privately held generic pharmaceutical Silom Medical Co for $100 million. Click here  for the Actavis press release.

Actavis(PBR400) completes sale of its Western European generics pharma operations to India based Aurobinda Pharma Ltd. Click here  for the Actavis press release.

(The purpose of The PBR1000 is to provide a wide range of interested people with the premier key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 of the largest publicly traded companies with principal offices in the US, companies that have a huge impact on the US and world economies. This information is updated monthly and published in MS Excel format as The PBR1000 Monthly Update Report. During a month several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)

(Graphic courtesy of Kookai_nak/FreeDigitalPhotos.net)

 

The PBR1000: March Stocks/Commodities Recap!

Buy Hold And Sell Dice Representing Market StrategyBy Larry C. Paxton

There was a lot of movement in stock prices in March among The PBR1000 companies. Daily prices continue to fluctuate dramatically based on almost any kind of good or bad news.

In the tables below the price is for the end of trading on March 31st, Month % Chg is compared to February 28th, YTD % Chg is compared to December 31, 2013, and 15 Mos % Chg is compared to December 31, 2012.

 

 

 

 

Table 1: The PBR1000 Composite

Company Price
03/31/14
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
The PBR1000 258,185.34 5.43 4.24 38.86

 

Table 2: The PBR1000 Top 5 Month % Gainers

Company Price
03/31/14
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
Big Lots 37.87 28.16 17.23 33.06
Willbros Group 12.62 27.73 33.97 135.45
Systemax 14.91 26.68 32.53 54.51
Stage Stores 24.45 23.48 10.04 -1.33
First Solar 69.75 22.29 27.73 126.15

 

Table 3: The PBR1000 Top 5 Year-To-Date % Gainers

Company Price
03/31/14
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
Green Plains Renewable Energy 29.96 13.36 54.59 278.76
Forest Labs 92.27 -5.43 53.71 161.24
Freescale Semiconductor 24.41 7.30 52.09 121.71
Emeritus Corp 31.44 -.29 45.35 27.18
Hawaiian Holdings 13.96 15.95 44.96 112.48

 

Table 4: The PBR1000 Top 5 15 Months % Gainers

Company Price
03/31/14
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
Fannie Mae 3.90 -18.75 29.57 1,400.00
Freddie Mac 3.86 -16.45 33.10 1,384.62
Tesla Motors 208.45 -14.85 38.57 515.14
SunEdison 18.84 2.61 44.37 486.92
SunPower Corp 32.26 -2.63 8.22 474.02

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
03/31/14
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
DJIA 16,457.66 0.83 -0.72 25.59
NASDAQ 4,198.99 -2.53 0.54 39.06
S&P500 1,872.34 0.69 1.30 31.28
Gold 1,285.30 -3.26 6.90 -23.59
Silver 19.72 -7.29 1.81 -35.05
Oil 101.39 -1.33 3.02 8.21

 

A new The PBR1000 Rankings based on data available through March 31, 2014, will be released within the next week or so.

Have questions? Please contact us at Sales@PBRMarketTools.com or call us at 520-282-4100.

The PBR1000: The March 2014 Breaking News Recap!

hand working business

(So, the 1st Quarter of 2014 is complete. Do we know which direction we are going yet?)

By Larry C. Paxton

A lot of mergers and acquisition deals in progress during late 2013 and early 2014 closed in March. There continues to be a lot of mixed signals about the recovery of the economy. Some experts say the bulls have plenty of more room to roam. Other experts say the markets are over extended, we are overdue for a correction, and the bears will be showing up soon.

Russia’s taking Ukraine’s Crimea area and the massing of troops in other areas are cause for concern, especially since a lot of Europe is dependent on Russian oil that goes through the Ukraine. Syria, Iran, and North Korea have been in the background for a while, will they soon emerge and what effect will they have on the world and US markets and economies?

Earthquakes around the world are being reported, will those cause the markets to shake as well? Obamacare seems to have met some important goals, what effect can that have on the economy?

As stated before, there are a lot of uncertainties, so it looks like we need some more time to see what direction the markets are going. Hopefully we all guess right before the year ends!

Following are the The PBR1000 March Breaking News Recaps, with the most current items first.

Monday, March 31, 2014:
Johnson & Johnson(PBR40) accepts The Carlyle Group(PBR654) offer of $4 billion to acquire J&J’s Ortho-Clinical Diagnostics unit. Click here for the J&J press release.

KKR(PBR257) acquires 80% stake in Japan’s Panasonic Corp’s Panasonic Healthcare medical equipment unit. Click here for the KKR press release.

General Motors(PBR7) announces $750 million 1st quarter expense for ignition switch & power steering recalls. Click here for the GM press release.

SunEdison(PBR732) closes funding of solar power plant in Chile, largest in South America. Click here for the SunEdison press release.

BE Aerospace(PBR634) to acquire oilfield rental company Vision Oil Tools for $145 million plus $35 million incentive. Click here for the BE Aerospace press release.

Thursday, March 27, 2014:
Baxter(PBR184) announces splitting into 2 companies, biopharmaceuticals & medical devices. Click here for the Baxter press release.

KKR(PBR257) & Investindustrial(NR) partner with UK based Babcock to by helicopter emergency services Avincis for $2.75 billion. Click here for the KKR press release.

Microsoft(PBR34) expands cloud services by making Office products available on Apple’s(PBR6) iPad. Click here for the Microsoft press release.

Yahoo!(PBR261) Japan buying SoftBank’s mobile service eAccess for $3.17 billion. Click here for the Yahoo! Japan press releases page.

Intel(PBR52) becomes largest stakeholder & collaborator in big data firm Cloudera. Click here for the Intel press release.

NRG Energy(PBR294) acquiring residential solar company Roof Diagnostics Solar(NR). Click here for the NRG press release.

Wednesday, March 26, 2014:
Bank of America(PBR21) settles with FHFA for $9.5 billion regarding residential mortgage backed securities. Click here for the BofA press release.

Tuesday, March 25, 2014:
Facebook(PBR448) to acquire virtual reality gaming firm Oculus for $2 billion. Click here for the Facebook press release.

Intel(PBR52) completes acquisition of privately held wearable health tracker BASIS Science. Click here for the Intel press release.

Monday, March 24, 2014:
Walt Disney Co(PBR64) to acquire YouTube network firm Maker Studio for $500 million plus $450 million incentive. Click here for the Disney press release.

Google(PBR55) in strategic partnership with Italian based world’s largest eyeware company Luxottica to promote Glass. Click here for the Luxottica press release.

Friday, March 21, 2014:
Regency Energy Partners(PBR1009) completes acquisition of PVR Partners(PBR1074) for $5.6 billion. Click here for the REP press release.

Nortek(PBR801) to acquire global HVAC company Thomas & Betts(NR) for $260 million. Click here for the Nortek press release.

Thursday, March 20, 2014:
NAR reports Feb existing home sales down 0.4% from Jan to 4.60 million annual rate, Feb median price was $189,000. Click here for the NAR press release.

Symantec(PBR354) CEO Steve Bennett terminated, board member Michael Brown appointed interim CEO. Click here for the Symantec press release.

Precision Castparts(PBR336) to acquire high speed machining Aerospace Dynamics International from The Marvin Group(NR) for $625 million. Click here for the Precision Castparts press release.

Wednesday, March 19, 2014:
JPMorgan Chase(PBR18) selling its physical commodities business to Mercuria Energy Group Ltd for $3.5 billion. Click here for the JPMorgan press release.

Tuesday, March 18, 2014:
Lockheed Martin(PBR58) buying German commercial airport services firm BEONTRA AG. Click here for the Lockheed Martin press release.

Monday, March 17, 2014:
Chesapeake Energy’s(PBR206) oilfield services subsidiary files SEC paperwork to become a separate company. Click here for the Chesapeake Energy press release.

American Express(PBR84) announces 50/50 joint venture for its Global Business Travel division. Click here for the AMEX press release.

Friday, March 14, 2014:
Textron(PBR208) completes its $1.4 billion acquisition of Beechcraft(NR). Click here for the Textron press release.

Liberty Global(PBR239) completes acquisition of VTR, Chile’s largest cable operator, for $422 million. Click here for the Liberty Global press release.

Thursday, March 13, 2014:
General Electric(PBR8) starts exit from its retail finance business by filing IPO registration for spin-off Synchrony Financial. Click here for the GE press release.

JetBlue Airways(PBR460) selling its LiveTV subsidiary to Thales Group(NR) for $400 million. Click here for the JetBlue press release.

AT&T(PBR12) completes its acquisition of Leap Wireless(PBR625). Click here for the AT&T press release.

Wednesday, March 12, 2014:
Lockheed Martin(PBR58) acquiring cybersecurity solutions provider Industrial Defender(NR). Click here for the Lockheed press release.

Graham Holdings(PBR540) selling Miami TV station WPLG to Berkshire Hathaway(PBR5) & buying Berkshire’s stake of 1.6 million Graham Class B shares. Click here for the Graham Holdings press release.

Tuesday, March 11, 2014:
After several attempts, Men’s Wearhouse(PBR766) to acquire Jos. A. Bank(NR) for $65/share, $1.8 billion. Click here for the Men’s Wearhouse press release.

Quest Diagnostics(PBR327) to acquire privately held onsite prevention & wellness programs provider Summit Health. Click here for the Quest Diagnostics press release.

NRG Energy(PBR294) acquiring the retail electric business of Dominion Resources(PBR199). Click here for the NRG press release.

Blackstone Group(PBR539) is acquiring majority stake in information security & services company Accuvant(NR). Click here for the Blackstone press release.

Monday, March 10, 2014:
Chiquita Brands(PBR638) to merge with Irish fruit company Fyffes plc by year end, $1.07 billion deal. Click here for the Chiquita press release.

Quest Diagnostics(PBR327) completes its acquisition of Solstace Lab Partners Group(NR) for $570 million. Click here for the Quest Diagnostics press release.

Sunday, March 9, 2014:
United Rentals(PBR525) is acquiring specialty pump rental company National Pump(NR) for $780 million. Click here for the United Rentals press release.

Friday, March 7, 2014:
MasterCard(PBR326) & VISA(PBR237) to start cross-industry effort for payment security, to implement EMV. Click here for the MasterCard press release.

Thursday, March 6, 2014:
Staples(PBR109) announces 4th quarter/full year results, to close 225 stores by end of 2015. Click here for Staples press release.

Cerberus Capital controlled Albertsons to acquire Safeway(PBR60) for $40/share, $9 billion, to close in 4th quarter. Click here for the Safeway press release.

KKR(PBR257) completes its acquisition of Southeastern Central Europe’s 1.89 million subscriber cable & pay TV operator United Group. Click here for the KKR press release.

Morgan Stanley(PBR88) sells majority stake in UK based Zenith Vehicle Contracts to HgCapital. Click here for the Zenith press release.

ABM Industries(PBR506) acquires San Diego based HVAC & energy solutions provider Alpha Mechanical(NR). Click here for the ABM press release.

Tuesday, March 4, 2014:
RadioShack(PBR510) announces FY2013 results, closing 1,100 stores, 5 year financing, changing fiscal year to end of January. Click here for RadioShack’s press release.

QUALCOMM(PBR136) increases stock repurchase program to $7.8 billion. Click here for the QUALCOMM press release.

QUALCOMM(PBR136) appoints Steve Mollenkopf as CEO, Dr. Paul Jacobs as Executive Chairman. Click here for the QUALCOMM press release.

Airgas(PBR474) acquires $10 million/year Welding & Therapy Service, Inc(NR) with its 5 locations in Indiana & Kentucky. Click here for the Airgas press release.

Monday, March 3, 2014:
The Carlyle Group(PBR654) is acquiring ADT Korea from Tyco International for $1.93 billion. Click here for The Carlyle Group press release.

Caesars Entertainment(PBR289) selling 4 properties to Caesars Growth Partners(NR) for $2.2 billion. Click here for the CE press release.

DISH Network(PBR180) & Walt Disney(PBR64) agree to multi-year sports, news, & entertainment package. Click here for DISH press release.

Valero Energy(PBR9) announces that Bill Klesse will step down as CEO on May 1, current Pres/COO Joe Gorder to become CEO. Click here for Valero press release.

(The purpose of The PBR1000 is to provide a wide range of interested people with the premier key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 of the largest publicly traded companies with principal offices in the US, companies that have a huge impact on the US and world economies. This information is updated monthly and published in MS Excel format as The PBR1000 Monthly Update Report. During a month several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)

The PBR1000: February Financial/Stock Prices Recap!

mazeBy Larry C. Paxton

The PBR1000 March Update Report and Supplementary Reports were published on March 3rd, and The PBR1000 Subscribers were emailed them.

February was a busy month with earnings reports starting to flood in for the great majority of The PBR1000 companies that had fiscal years ending in December.

The stock market exchanges were busy, too, and there was some movement in the commodities indices as well. Following are the recaps on these. The fields are index name, value after the close on February 28, % monthly change from the January 31 close, % change Year-to-Date, % change from December 31, 2012:

  • DJIA          : 16,321.71,   +3.97%,        -1.54%,   +24.55%
  • NASDAQ :   4,308.12,   +4.98%,       +3.15%,   +42.68%
  • S&P500   :   1,859.45,    +4.31%,       +0.60%,  +30.38%
  • Gold          :   1,328.60,    +6.66%,    +10.50%,    -21.01%
  • Silver       :         21.27,   +11.07%,      +9.81%,    -29.94%
  • Oil              :      102.76,     +5.44%,      +4.41%,      +9.67%

As for stock prices, of the 1,069 companies in The PBR1000, 867(81.10%) gained or stayed even, and 202(18.90%) dipped in stock price over January.

The February composite of The PBR1000 had a +3.20% increase.

The Top 5 Monthly Stock Price Gainers for February were:

  1. Fannie Mae           : $    4.80, +53.35%
  2. Freddie Mac         : $    4.62, +52.98%
  3. Forest Labs           : $ 97.57, +47.16%
  4. Zale Corp                : $ 21.73, +43.72%
  5. Emeritus Corp   : $ 31.53, +42.99%

Similarly, year-to-date 579(54.16%) of The PBR1000 companies gained or stayed even, and 490(45.84%) dipped in stock price. The year-to-date composite of The PBR1000 shows that the stock price has dipped -1.15%.

The Top 5 Year-To-Date Stock Price Gainers through February are:

  1. Forest Labs                   : $ 97.57, +62.54%
  2. Fannie Mae                   : $    4.80, +59.47%
  3. Freddie Mac                 : $    4.62, +59.31%
  4. YRC Worldwide         : $ 26.20, +50.83%
  5. American Airlines  : $ 39.93, +46.62%

For the 14 months after December 31, 2012, 957(89.52%) of The PBR1000 companies gained or stayed the same, and 112(10.48%) fell in stock price. The 14 month composite of The PBR1000 shows a +31.40% increase.

The Top 5 14 Month Stock Price Gainers through February are:

  1. Fannie Mae            : $   4.80, +1,746.15%
  2. Freddie Mac          : $   4.62, +1,676.92%
  3. SunPower Corp  : $ 33.13,     +489.50%
  4. SunEdison             : $ 18.26,     +471.96%
  5. Zale Corp                : $ 21.73,     +428.71%

The PBR1000 Supplementary Revenues Report includes 507 companies for which preliminary earnings reports or 10-K annual reports were filed. The results will change dramatically for the April report because the vast majority of earnings reports and 10-K reports will have been filed. But of the 507 The PBR1000 companies, 363(71.60%) reported an increase in revenues over fiscal year 2012, 144(28.40%) showed a drop off.

Here are the current Top 5 Revenue Gainers for 2013(revenues stated in millions of dollars):

  1. Crestwood Equity Partners         : $ 1,427, + 494.58%
  2. The Blackstone Group                    : $ 6,613, +    64.54%
  3. Clean Harbors                                       : $ 3,510, +    60.42%
  4. Suburban Propane Partners       : $ 1,704, +   60.30%
  5. American Equity Investment  : $ 2,611,  +   58.05%

Once again, this list will change dramatically in the next month.

We anticipate that the new rankings for The PBR1000 will happen early to mid April, depending on the earnings and 10-K reports available.

There are a lot of conclusions that might be drawn by The PBR1000 data. You are encouraged to review the News Briefs, company and industry websites.

The emphasis is for PBRMarketTools, through The PBR1000 Reports, is to give you have the best raw data as a starting point in evaluating companies in The PBR1000, which is used by individual investors, investment advisors, C-level executives, sales/marketing professionals, business reporters, business professors, job seekers, etc.

Not a The PBR1000 Subscriber yet? Take advantage of The PBR1000 4 Leaf Clover Special! Just click here!

We always look forward to your comments. Just email us at Sales@PBRMarketTools.com, or give us a call at (520)282-4100.

As always, Thank You for your support of The PBR1000!

(The purpose of The PBR1000 is to provide a wide range of interested people with the premier key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 of the largest publicly traded companies with principal offices in the US, companies that have a huge impact on the US and world economies. This information is updated monthly and published in MS Excel format as The PBR1000 Monthly Update Report. During a month several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)