The PBR1000: April 2014 Stocks/Commodities Recap!

May 5, 2014 by

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)

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The PBR1000: The April 2014 Breaking News Recap!

May 1, 2014 by

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)

 

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The PBR1000: March Stocks/Commodities Recap!

April 11, 2014 by

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.

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The PBR1000: The March 2014 Breaking News Recap!

April 2, 2014 by

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.)

Filed Under: Recaps Tagged With: , , , , ,

The PBR1000: The February 2014 Breaking News Recap!

March 3, 2014 by

way to success

(Did February help us better understand the business and economic puzzles?)

By Larry C. Paxton

There was much activity in February, more than expected for the shortest month of the year.

The stock market recovered a lot of ground from the losses in January, some indices closing at record levels.

But because of severe winter weather across much of the US, the attention to the Olympics, and then the unrest in the Ukraine at the end of the month, there continues to be a lot of uncertainty.

The US housing market, which was showing signs of recovery is once again a question mark. The jobs market is still confusing and difficult to accurately measure.

FY2013 earnings reports started flooding in with mixed results. There are experts who say the stock market has a lot of play left for advancement, others are predicting a major adjustment. The earnings from the major retailers started coming in towards the end of the month.

Congress seems to be  more active, but concerns remain, especially with midterm elections coming up. The norm is that we will be flooded with a lot of negative campaigning. What effect will that have on business and on the markets?

ObamaCare seems to be gathering momentum with the end of March deadline looming for signups, which will be the true test. But it’s still to early to know what the real short term and long term impacts of ObamaCare will have on the economy.

As usual, following are the breaking news recaps for February that PBRMarketTools followed from The PBR1000, starting with the most current items.

Friday, February 28, 2014:
Chesapeake Energy(PBR206) is selling its midstream compression units for $520 million. Click here for the Chesapeake Energy press release.

Mattel(PBR366) to acquire Canadian toy construction sets company MEGA Brands(NR) for $460 million. Click here for the Mattel press release.

Wednesday, February 26, 2014:
General Electric(PBR8) to pay $1.7 billion to Japan’s Shinsei Bank for Grey Zone claims. Click here for the GE press release.

Tuesday, February 25, 2014:
SandRidge Energy(PBR699) completes $1.2 billion Gulf of Mexico operations sale to Fieldwood Energy(NR). Click here for the SandRidge press release.

Simon Property Group(PBR464) names Mark Ordan as CEO of soon to be REIT spinoff Washington Prime Group. Click here for the SPG press release.

Alcoa(PBR115) reaches power agreement for Quebec smelters, secure 3,000 jobs. Click here for the Alcoa press release.

Monday, February 24, 2014:
Eli Lilly(PBR119) animal health Elanco division is acquiring Germany based international poultry vaccine & feed additives company Lohman SE. Click here for the Lilly press release.

VMWare(PBR481) completes acquisition of mobile management & security solutions vendor AirWatch(NR) for $1.54 billion. Click here for the VMWare press release.

Sunday, February 23, 2014:
Comcast(PBR44) agrees to provide Netflix(PBR582) services to US broadband customers. Click here for the Netflix press release.

Friday, February 21, 2014:
Brookdale Senior Living(PBR689) acquiring Emeritus Corp(PBR961) for $2.8 billion. Click here for the Brookdale press release.

3M(PBR91) acquiring healthcare data analytics & business intelligence firm Treo Solutions(NR). Click here for the 3M press release.

Verizon(PBR16) completes its acquisition of Vodafone’s 45% interest in Verizon Wireless. Click here for the Verizon press release.

Wednesday, February 19, 2014:
Zale Corporation(PBR898) being acquired by Bermuda based Signet Jewelers(NR, NYSE: SIG) for $21/share, $1.4 billion. Click here for the Signet press release.

Facebook(PBR448) acquiring mobile messaging company WhatsApp(NR) for $19 billion. Click here for the Facebook press release.

Devon Energy(PBR267) announces $2.8 billion sale of Canadian assets to Canadian Natural Resources Ltd(NR). Click here for the Devon Energy press release.

Stryker Corp(PBR286) acquiring private hip arthroscopy company Pivot Medical, Inc(NR). Click here for the Stryker press release.

Tuesday, February 18, 2014:
Specialty pharmaceutical Actavis(PBR400) is acquiring Forest Labs(PBR483) for $25 billion. Click here for the Actavis press release.

Ameren(PBR351) elects Warner Baxter as president & board member, to become CEO 04/24/14. Click here for the Ameren press release.

Stryker Corp(PBR286) acquiring Germany based surgical infrastructure company Berchtold Holding AG for $172 million. Click here for the Stryker press release.

Broadcom(PBR309) selling its Ethernet controller assets to QLogic(NR) for $147 million. Click here for the Broadcom press release.

MetLife(PBR39) sells Assurance UK subsidiary with $5 billion in assets to UK’s Rothesay Life(NR). Click here for the MetLife press release.

Ashland(PBR301) is selling its Ashland Water Technologies unit for $1.8 billion. Click here for the Ashland press release.

Monday, February 17, 2014:
Anadarko(PBR192) is selling its Chinese subsidiary to Brightoil Petroleum(NR) for $1.075 billion. Click here for the Anadarko press release.

Sunday, February 16, 2014:
Google(PBR55) acquires Israeli security login startup SlickLogin. Click here for the SlickLogin announcement.

Friday, February 14, 2014:
Minerals Technologies(PBR1075) bids $42/share for AMCOL International Corp(NYSE: ACO), up from $41/share bid by France’s Imerys. Click here for the Minerals Technologies press release.

Apollo Global Management(PBR677) completes acquisition of CEC Corp(NR) & its 577 Chuck E Cheeses for $54/share. Click here for the Apache press release.

Thursday, February 13, 2014:
Time Warner Cable(PBR124) to merge with Comcast(PBR44) in all stock deal valued at $45.2 billion. Click here for the Comcast press release.

Wednsday, February 12, 2014:
Amazon.com(PBR46) hiring 2,500 full time employees w/benefits for US fulfillment centers. Click here for the Amazon.com press release.

FirstEnergy Corp(PBR169) completes sale of 11 hydroelectric power stations to Harbor Hydro Holdings(NR) for $395 million. Click here for the FirstEnergy press release.

Colfax Corp(PBR553) to acquire welding solutions firm Victor Technologies(NR) for $947.3 million. Click here for the Colfax press release.

Apache Corp(PBR156) selling Argentina operations for $852 million. Click here for the Apache press release.

Tuesday, February 11, 2014:
Time Warner’s(PBR94) TV Group acquiring 15 country TV production company Eyeworks. Click here for the Time Warner press release.

Monday, February 10, 2014:
The Carlyle Group(PBR654) is selling its plastics & rubber technology Veyance unit to Germany’s Continental AG for $1.9 billion. Click here for the Carlyle press release.

The Carlyle Group(PBR654) has sold its majority stake in India’s Cyberoam Technologies Private Limited to Sophos. Click here for the Carlyle press release.

Allegheny Technologies(PBR457) has acquired precision flowforming company Dynamic Flowform Corp. Click here for the ATI press release.

Friday, February 7, 2014:
KKR(PBR257) is acquiring optical retailer National Vision from private equity firm Berkshire Partners(NR). Click here for the Berkshire Partners press release.

Thursday, February 6, 2014:
Belden(PBR905) puts in $220 million binding offer for private broadcast equipment company Grass Valley. Click here for the Belden press release.

The Carlyle Group(PBR654) acquiring the Industrial Packaging Group from Illinois Tool Works(PBR145) for $3.2 billion. Click here for the Carlyle press release.

Verizon(PBR16) to list $500 million in retail notes on NYSE. Click here for the Verizon press release.

The Jacobsen unit of Textron(PBR208) buys zero-turn radius mower manufacturer Dixie Chopper. Click here for the Textron press release.

First American Financial(PBR486) is buying the Verisk Analytics(PBR969) mortgage fraud analytics unit Interthinx for $155 million. Click here for the FAF press release.

BlackRock(PBR269) acquiring 4th solar power plant from Canadian Solar(NR, NASDAQ: CSIQ). Click here for the Canadian Solar press release.

Mondelez Intl(PBR83) investing $130 million in new biscuit technology, closing Philly bakery by 2015. Click here for the Mondelez press release.

The board of General Dynamics(PBR89) authorizes repurchase of up to 20 million shares. Click here for the General Dynamics press release.

Wednsday, February 5, 2014:
CVS Caremark(PBR13) to stop selling tobacco products in all stores by October. Click here for the CVS press release.

Coca-Cola Co(PBR56) paying $1.25 billion for 10% stake in Green Mountain Coffee Roasters(PBR557) to develop Keurig Cold home beverage system. Click here for the Coca-Cola press release.

Tuesday, February 4, 2014:
Microsoft(PBR34) promotes from within, appoints Satya Nadella as CEO, effective immediately. Click here for Microsoft’s press release.

Morgan Stanley(PBR88) agrees to pay $1.25 billion to Freddie Mac(PBR32) & Fannie Mae(PBR11) to settle mortgage securities litigation. Click here for Morgan Stanley’s Form 8-K.

JPMorgan(PBR18) reaches $614 million settlement with US Dept of Justice, HUD, the VA, and FHA. Click here for JPMorgan’s press release.

The W.R. Grace(PBR623) board authorizes up to $500 million stock repurchase program over 12-24 months. Click here for WR Grace’s press release.

3M(PBR91) authorizes $12 billion share repurchase program. Click here for the 3M press release.

Monday, February 3, 2014:
The PBR1000 January Breaking News Recaps blog post has been published.

Bristol-Myers Squibb(PBR147) completes sale to AstraZeneca(NR) of its global diabetes unit for $3.4 billion. Click here for the BMS press release.

W.R. Grace(PBR623) emerges from Chapter 11 bankruptcy. Click here for the WR Grace press release.

Endo Health(PBR643) completes its acquision of specialty generics company Boca Pharmacal for $225 million. Click here for the Endo Health press release.

Regency Energy Partners(PBR1009) completes acquisition of midstream assets of Hoover Energy Partners. Click here for the RegencyEP press release.

Altria Group(PBR110) subsidiary Nu Mark buying e-vapor company Green Smoke(NR) for $130 million. Click here for the Altria press release.

Forest Laboratories(PBR483) completes the $2.9 billion acquisition of gastrointestinal & cystic fibrosis pharmaceutical Aptalis(NR), which will operate as a subsidiary. Click here for the Forest Labs press release.

AMC Networks(PBR1004) completes $1 billion buy of Liberty Global’s(PBR239) international content division Chellomedia. Click here for the AMC press release.

The The PBR1000 March Update Reports, the MS Excel reports with raw data, should be available in a few days.

What surprises are in store from The PBR1000 in March? Will it be a smooth ride? Probably not, but hopefully it is not too much of a roller coaster!

(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.)

 

 

 

Filed Under: Recaps Tagged With: , , , , ,

The PBR1000: The January 2014 Breaking News Recap!

February 3, 2014 by

businessman hand draws solving problem diagram

(Guess what? Many questions remain after the first month of 2014!)

By Larry C. Paxton

The New Year started with a lot of mixed signals.

Earnings reports for companies with fiscal years ending in December, 2013, started coming in with both encouraging and discouraging results. Economic indices like job growth, housing starts, consumer spending, and GDP were also mixed. The stock market exchanges were all down, as were most key commodities.

Janet Yellen takes over from Ben Bernanke as Federal Reserve Chairman starting in February. What changes will she make, how will she handle the taper? Mid term election campaigns are already starting. President Obama in his State of the Union address didn’t seem to close any gaps between the Executive and Legislative branches of the federal government. Will Congress pass any really meaningful laws regarding the debt ceiling, job creation, and immigration? Some severe cold snaps hit the US in January, what role will the weather and other nature related events play in the US and world economies?

Then there are the foreign influences. Significant tensions remain in the Middle East, China‘s economy is changing, there is some uncertainty about The European Union direction, compounded by revelations of the US NSA operations.

So, will February give us a better picture of the year ahead?  The  economy is still too fragile and there are too many variables for anyone to forecast with any accuracy. Prepare to hang onto your hats and enjoy what could be a rather rocky ride through 2014!

Here’s a recap on the stock exchanges and some key commodities for January. After the stock/commodity name is the December 31, 2013, price, then the January 31, 2014, price, and finally the percent change.

DJIA: 16,576.66, 15,698.85, Down 5.30%
NASDAQ: 4,176.59, 4,103.88, Down 1.74%
S&P500: 1,848.36, 1,782.59, Down 3.56%
Gold: 1,202.30, 1,245.60, Up 3.60%
Silver: 19.37, 19.15, Down 1.14%
Oil: 98.42, 97.46, Down 0.98%

As usual, there were a lot of mergers & acquisitions, selling and acquiring of assets, and other activities in The PBR1000. Following are the January Breaking News Recaps with hotlinks to the press releases. The PBR 1000 Ranking is in parenthesis after the company name, based on the The PBR1000 ranking at the end of December, 2013. An NR means No Ranking. The order of the Breaking News items is from most current to oldest.

Wednesday, January 29, 2014:
Google(PBR55) selling Motorola unit to Lenovo(NR) for $2.91 billion. Click here for the Google press release.

Hess Corp(PBR71) selling its Utica Shale dry gas acreage to an undisclosed 3rd party for $924 million. Click here for the Hess Corp press release.

Tuesday, January 28, 2014:
Verizon Communications(PBR16) & VodaFone(NR) shareholders okay Verizon’s $130 billion buy of Vodafone’s 45% stake in Verizon Wireless. Click here for the Verizon press release.

Martin Marietta Materials(PBR850) is buying cement & concrete producer Texas Industries(NR) for $2.7 billion, to close 2nd quarter 2014. Click here for the MMM press release.

Monday, January 27, 2014:
KKR & Co(PBR257) is acquiring majority ownership in Sedgwick Claims Management Services(NR) for $2.4 billion. Click here for the KKR press release.

Liberty Global(PBR239) is buying Dutch cable operator Ziggo(NR) for $13.7 billion. Click here for the Liberty Global press release.

Friday, January 24, 2014:
Global Payments(PBR799) is acquiring PayPros(NR) for $420 million. Click here for the Global Payments press release.

Thursday, January 23, 2014:
IBM(PBR20) is selling its x86 Server Business to Lenova for $2.3 billion. Click here for the IBM announcement.

AOL(PBR803) acquiring Instant Graph creator Gravity(NR) for $83 million. Click here for the AOL press release.

Vulcan Materials(PBR729) selling its Florida cement & concrete business to Cementos Argos(NR) for $720 million. Click here for the Vulcan press release.

Wednesday, January 22, 2014:
Wells Fargo(PBR24) selling $39 billion of residential loans servicing to Ocwen Loan Servicing(NR). Click here for the Wells Fargo press release.

American Eagle Outfitters'(PBR629) exec chairman Jay Schottenstein appointed Interim CEO immediately, succeeding leaving CEO Robert Hanson. Click here for the AEO press release.

The Federal Trade Commission has agreed to let the Community Health Systems(PBR174) $7.6 billion acquisition of Health Management Associates(PBR353) proceed. Click here for the CHS press release.

VMWare(PBR481) acquiring mobile management & security solutions vendor AirWatch(NR) for $1.54 billion. Click here for the VMWare press release.

Tuesday, January 21, 2014:
Endo Health(PBR643) & NuPathe(NR) terminate merger agreement per NuPathe/Teva agreement. Click here for the Endo press release.

General Electric(PBR8) to acquire workforce management software developer API Healthcare(NR), terms not disclosed. Click here for the GE press release.

Monday, January 20, 2014:
Annheuser-Busch InBev(NR) to reacquire South Korea’s Oriental Brewery(NR) from KKR & Co(PBR257) & Affinity Equity Partners(NR) for $5.8 billion. Click here for the KKR press release.

Friday, January 17, 2014:
Actavis(PBR400) selling generics operations in 7 Western Europe countries to Aurobindo Pharma Ltd(NR). Click here for the Actavis press release.

IBM(PBR20) completes acquisition of privately held large data file transfer developer Aspera. Click here for the IBM press release.

Thursday, January 16, 2014:
The Carlyle Group(PBR654) to acquire Johnson & Johnson’s(PBR40) Ortho-Clinical Diagnostics for $4.15 billion. Click here for the Carlyle press release.

Brown & Brown Insurance(PBR1036) to acquire The Wright Insurance Group(NR) for $602.5 million. Click here for the B&B press release.

Wednesday, January 15,2014:
JC Panney(PBR151) to close 33 underperforming stores, eliminate 2,000 positions. Click here for the JCP press release.

Monday, January 13, 2014:
Japan based beverage company Suntory Limited(NR) to acquire Beam, Inc(PBR748) for $83.50/share, $16 billion total value. Click here for the Beam press release.

The Time Warner Cable(PBR123) board unanimously rejects the the third acquisition offer by Charter Communications(PBR321). Click here for the TWC press release.

Google(PBR55) is acquiring Nest Labs(NR) for $3.2 billion cash. Click here for the Google press release.

Friday, January 10, 2014:
Target(PBR37) updates holiday credit/debit card breach to 70 million, updates financials. Click here for the Target press release.

Thursday, January 9, 2014:
The European Commission gives unconditional clearance for the Publicis Groupe(NR) & Omnicom(PBR182) international merger. Click here for Omnicom’s press release.

Endo Health(PBR643) selling its urological Healthtronics unit to Altaris Capital for up to $130 million. Click here for the Endo Health press release.

JPMorgan Chase(PBR18) is exploring sale of its corporate & public prepaid card business. Click here for JPMorgan Chase’s press release.

Mondelez Intl(PBR83) announces $1 billion cash tender offer for certain notes. Click here for the Mondelez press release.

IBM(PBR20) to invest over $1 billion in new cloud-based big data services unit Watson Group. Click here for IBM’s press release.

Alcoa(PBR115) agrees to $384 million settlement with the Dept of Justice over the Alba suit. Click here for Alcoa’s press release.

Wednesday, January 8, 2014:
Barnes & Noble(PBR339) appoints Mike Huseby as CEO, effective immediately. Click here for Barnes & Noble’s press release.

Forest Laboratories(PBR483) acquiring privately held gastrointestinal & cystic fibrosis pharmaceutical Aptalis for $2.9 billion. Click here for the Forest Labs press release.

Tuesday, January 7, 2014:
Microsoft Corp(PBR34) acquires Parature to add leading customer self-service suite to Microsoft Dynamics CRM. Click here for Microsoft’s press release.

Reuters reports that JPMorgan Chase(PBR18) agrees to $2.6 billion settlement per its management of Madoff funds. Click here for the Reuters article.

Honeywell Intl(PBR74) to sell its Friction-Materials unit to Federal-Mogul Corp for $155 million. Click here for Honeywell’s press release.

Macy’s(PBR102) outlines cost-reduction initiatives. Click here for Macy’s press release.

SandRidge Energy(PBR699) selling its Gulf of Mexico operations to Fieldwood Energy LLC(NR) for $1.2 billion. Click here for SandRidge’s press release.

A. Schulman(PBR836) acquires custom colors & additive concentrates manufacturer Prime Colorants(NR) for $15.1 million. Click here for Schulman’s press release.

Oracle(PBR76) to acquire software-defined networking WAN developer Corente. Click here for Oracle’s press release.

Monday, January 6, 2014:
Time Warner Cable Inc(PBR123) completes its purchase of Duke Energy’s(PBR133) DukeNet regional fiber optic unit for $600 million. Click here for TWC’s press release.

T-Mobile US(PBR446) buying 700 MHz A-Block spectrum from Verizon Wireless(PBR16) for $3.315 billion. Click here for T-Mobile’s press release.

FedEx(PBR61) announces $2 billion notes offering for shares repurchase. Click here for the FedEx press release.

Crown Castle Intl(PBR755) to operate as an REIT effective 01/01/14. Click
here for Crown Castle’s press release.

Thermo Fisher Scientific(PBR204) to sell its cell culture & other businesses to General Electric(PBR8) for $1.06 billion. Click here for TFS’s press release.

Saturday, January 4, 2014:
Boeing(PBR31) comments on Seattle area IAM union approving an 8 year contract extension for 777X work. Click here for the Boeing statement.

Thursday, January 2, 2014:
Advance Auto Parts(PBR379) completes its $2.04 billion acquisition of General Parts International Click here for the AAP press release.

Macy’s(PBR102) & Martha Stewart Living Omnimedia settle legal dispute. Click here for the Macy’s press release.

Motorola Solutions(PBR285) acquires privately held Twisted Pair Solutions, known for its push-to-talk over broadband applications. Click here for the Motorola press release.

The February The PBR1000 Monthly Update Reports should be available in a few days.

Let’s see what adventures are in store for The PBR1000 in February!

(The purpose of The PBR1000 is to provide a wide range of interested people with 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.)

Filed Under: Recaps Tagged With: , , , , ,

The PBR1000: January Supplemental Reports-Stocks

January 16, 2014 by

Invest Button 87976-20131105

By Larry C. Paxton

The PBR1000 Monthly Update Report for January has some additional supplemental reports available regarding stock performance during 2013, as well as a Marketing Capitalization report. As you can see, it was a banner year for Wall Street and it was hard to pick a losing stock.

As a reminder, The PBR1000 is a data set on over 1,000 of the largest publicly held companies with principal offices in the US. These companies generated $13 trillion in worldwide revenues in 2012. The data set is published monthly as The PBR1000 Monthly Update Report in Microsoft Excel format.

Here are some summaries and comments on the supplemental reports:

– Report 1: The PBR1000 by Stock % Change for the 4th Quarter, 2013. There are 1,073 companies in this report. During this quarter the stock prices of 4 companies more than doubled, 8 companies increased 50% to 100%, 88 companies 25%to 50%, 392 companies 10% to 25%, 395 companies 0% to 10%, 133 companies 0% to -10%, 43 companies from -10% to -25%, 6 companies from -25% to -50%, 4 companies from -50% to -74%. In summary, 887 companies had an increase in stock price, 186 a decrease.  For the quarter the stock price increased 5.70% for the whole data set.

– Report 2: The PBR1000 by Stock % Change 12/31/12 to 12/31/13. There are 1,066 companies in this report. The stock prices of 2 companies increased by over 10 times for the year, Fannie Mae(PBR11) and Freddie Mac(PBR32). Much of this gain was at the end of the year when some heavy investors took the plunge. It should also be noted that AMR Corp, the predecessor organization for new American Airlines Group(PBR108) before its coming out of bankruptcy and merger with US Airways, also had the stock increase by over 10 times. 9 companies had increases of over 250%, 48 companies from 100% to 250%, 260 companies from 50% to 100%, 358 companies from 25% to 50%, 211 companies from 10% to 25%, 87 companies from 0% to 10%, 40 companies from 0% to -10%, 27 companies from -10% to -25%, 27 companies from -25% to -50%, 9 companies from -50% to almost -93%(Exide Technologies(PBR635)). For the 1,066 companies, the overall stock price increased a dramatic 33.13% for the year. A quick summary: Out of 1,066 companies, 973 were above 0%, 93 below. I hope you were in the majority!

– Report 3: By Market Capitalization(MC) on 12/31/13. For The PBR1000 the total MC of 1,073 companies on 12/31/13 was $19.395 trillion. The only company with MC over $500 billion was, of course, Apple(PBR6) at $504 billion. 7 companies had MC from $250 billion to $500 billion, 28 companies from $100 billion to $250 billion, 47 companies from $50 billion to $100 billion, 87 companies from $25 billion to $50 billion, 213 companies from $10 billion to $25 billion, 690 companies with a MC of less than $10 billion.

– Report 4: By Stock Price on 12/31/13. For the 1,074 companies in this report the stock price ranged from $ .24/share for Exide Technologies(PBR635) to, guess who, Berkshire Hathaway(PBR5) at $177,900.00/share. Distribution was as follows: 50 companies with share prices up to $10.00, 169 companies from $10.00 to $25.00/share, 348 companies from $25.00 to $50.00/share, 387 companies from $50.00 to $100.00/share, 97 companies from $100.00 to $250.00/share, 12 companies from $250.00 to $500.00, 6 companies from $500.00 to $1,000.00/share, 4 companies from $1,000.00 to $2,800.00, and, once again, the monstrous Berkshire Hathaway.

It will be interesting to see which companies will rise to the top during 2014 as investment opportunities. The PBR1000 reports can certainly be a useful tool to provide some helpful information for investors to see where the bargains and opportunities are. With stock information as well as a lot of financial information and news briefs, The PBR1000 is also a great tool to help executives, sales and marketing professionals target the best opportunities, compare companies and industries, get bios on key management, and see news highlights.

These supplemental reports are free to The PBR1000 Monthly Update Report subscribers. Please let us know if you are a subscriber and have not received these reports.

Additional supplemental reports will be coming out during January.

(The purpose of The PBR1000 is to provide a wide range of interested people with 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 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.)

 

 

Filed Under: Research Tagged With: , , , , , , ,

The PBR1000: January Monthly Update Report Summary

January 14, 2014 by

ID-100223410 2014 FDP-Needs Comment

By Larry C. Paxton

2014 promises to be another adventurous year for The PBR1000, with lots of fireworks and uncertainty among the many variables that affect these companies. That creates both challenges and opportunities for business professionals. Hopefully The PBR1000 Monthly Reports can be of assistance as we move through the year.

The PBR1000 Monthly Update Report for January includes 1,074 companies.

Total worldwide revenues in 2012 from these 1,074 companies was $12.975 trillion, net profits $.917 trillion, or 7.07% of revenues. They employed 31.4 million full time and part time employees worldwide in 2012.

At the end of 2013 The PBR1000 enjoyed a 5.70% increase in stock price over the last quarter, a 33.13% increase over the year. At the end of 2013 total market capitalization was $19.394 trillion.

The following companies have been dropped since the publication of The PBR1000 4th Quarter Progress Report of 2013(Rankings are for 4th quarter, 2013):

– Smithfield Foods(PBR199): Acquisition completed by China’s Shuanghui International in late September, 2013

– Boise, Inc(PBR730): Acquired by Packaging Corporation of America(PBR674) in October, 2013

– Dell, Inc(PBR79): Completion of buyout and privatization by Michael Dell and investment partners in October, 2013

– The Washington Post Company(PBR545): Sold to Amazon founder Jeff Bezos in October, 2013. Remaining interests now held by Graham Holdings Company

– Dole Food Company(PBR516): Completion of purchase and privatization by Chairman/CEO David Murdock in November, 2013

– Edgen Group, Inc(PBR854): Acquired by Japan’s Sumitomo Corporation in November, 2013

– Nash-Finch Company(PBR470): Merger with Spartan Stores(PBR725) to form SpartanNash in November, 2013

– NYSE Euronext(PBR571): Acquisition completed by Intercontinental Exchange Inc(PBR1013) in November, 2013

– OfficeMax, Inc(PBR349): Merger with Office Depot(PBR235) completed in November, 2013

– Saks, Inc(PBR653): Acquired by Canada’s Hudson Bay in November, 2013

– AMR Corporation(PBR109): Completion of merger with US Airways(PBR189) to form the new American Airlines Group in December, 2013

– US Airways(PBR189): Completion of merger with AMR Corporation(PBR109) to form the new American Airlines Group in December, 2013

– Molex, Inc(PBR600): Acquired by privately held Koch Industries in December, 2013

– NV Energy, Inc(PBR662) became a wholly owned subsidiary of Berkshire Hathaway(PBR5) in December, 2013

– Patriot Coal Corporation(PBR890): Emerges from bankruptcy as a privately held company in December, 2013

While there were a significant number of deletions, we also added in a few new companies. They are(Rankings for January):

– Acxiom Corporation(PBR1048): Business information and data processing services

– AMC Networks(PBR1004): Cable and other pay television services

– American Airlines Group(PBR108): Air transportation services. From merger of AMR Corp & US Airways in December, 2013

– Crocs, Inc(PBR1051): Rubber & plastics footwear

During the 4th quarter of 2013 17 new CEOs were appointed in The PBR1000. This does not reflect in the report because the month is not provided. We hope to add the month field in the future, however. There will be a number of new CEOs appointed in January, most of which will be reflected in the February report.

Earnings reports for all of 2013 will now start flowing in over the next few months. We will be adding those to future reports as they become available.

Other reports and opinion pieces for January will be out soon.

Enjoy the start of the New Year! We look forward to helping you by keeping good track of these key companies throughout the year.

(The purpose of The PBR1000 is to provide a wide range of interested people with 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 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.)

(Photo courtesy of FreeDigitalPhoto.net)

 

 

 

Filed Under: Recaps Tagged With: , , , , ,

The PBR1000 December Breaking News Recap!

January 3, 2014 by

Wall Street photo_8905_20091020

(The PBR1000 Says Welcome To The New York Stock Exchange. Other than DisneyLand, Maybe the Happiest Place on Earth in 2013!)

By Larry C. Paxton

First of all, Happy New Year from the staff of PBRMarketTools!  We sincerely wish you and your family the best year yet. Hopefully The PBR1000 can be a part of your success and happiness.

We are also sure that 2014 will be an interesting year for The PBR1000. For that reason we are also pleased to announce that The PBR1000 will move from a quarterly to a monthly release starting with the January report, which should be released in the next business day or so.

This will make it easier for subscribers to keep up to date. Rather than update and sync The PBR1000 Quarterly Progress Report with each month’s recap, they can just get The PBR Monthly Update Report which includes those news releases.

This decision is based on the feedback from several of The PBR1000 subscribers. As always, your comments are welcomed and greatly appreciated. This is an example where we were able and happy to respond to subscriber wishes. In the coming months we look forward to also providing additional fields of helpful information.

Like the snowstorms that are crossing the US today, there was a big flurry of year end activity from The PBR1000. However, the big news was Wall Street itself where stock indices closed at record highs for the year, far higher than most people predicted at the beginning of 2012. Here are the stats. The first number is the closing price, the first percentage is the change from the quarter ending 09/30/13, and the second percentage is the change for the year:

    • Dow Jones Industrial Average, 16,576.66, up 9.56% over 09/30/13, up 26.50% over 12/31/12;
    • NASDAQ, 4,176.59, up 10.74% over 09/30/13, up 38.32% over 12/31/13;
    • S&P 500, 1,848.36, up 9.92% over 09/30/13, up 29.60% over 12/31/12;
    • Gold, 1,202.30/ounce, down 9.40% over 09/30/13, down 28.52% over 12/31/12;
    • Silver, 19.37/ounce, down 10.78% over 09/30/13, down 36.20% over 12/31/12;
    • Oil, 98.42/barrel, down 3.82 over 09/30/13, up 5.04% over 12/31/12.

In the next few days we will be publishing The PBR1000 Forecast for 2014. This is always a little risky, no one has consistently done this successfully, which is why only those few who came close mention it at the end of a year. But we will give it our best shot, hope it is a little entertaining for you, too, and that we get a chance to gloat at the end of 2014!

Following are the many news summaries involving The PBR1000 for December, 2013, by descending date order. Please note that The PBR1000 ranking in parentheses is from The PBR1000 2013 4th Quarter  Report:

Monday, December 31, 2013:

Cooper Tire & Rubber Co(PBR521) terminates its $2.5 billion merger with India’s Apollo Tyres. Click here for Cooper’s press release.

Reuters reports that Hewlett-Packard(PBR15) to lay off 5,000 more people in 2014, total 34,000. Click here for the Reuters article.

The Wall Street Journal reports that Mondelez International(PBR84) has sold its majority stake in Snackwell’s to private equity firm Brynwood Partners.

Monday, December 30, 2013:

Berkshire Hathaway(PBR5) to acquire flow improver Phillips Specialty Products Inc. from Phillips 66(PBR4). Click here for the Phillips 66 press release.

Wells Fargo(PBR24) agrees to pay Fannie Mae(PBR11) $541 million for loan liabilities prior to 2009. Click here for the Wells Fargo press release.

Sunday, December 29, 2013:

Crocs(NR) announces Blackstone Group(PBR544) to buy $200 million in Class A Preferred stock, Crocs CEO to retire in April, 2014. Click here for the Crocs press release.

Friday, December 27, 2013:

Tribune Co(NR) announced completion of its acquisition of Local TV Holdings, LLC. Tribune Co is now the largest US independent broadcast group.Click here for the Tribune press release.

Thursday, December 26, 2013:

Textron(PBR210) acquiring Beechcraft for $1.4 billion, to close in 1st half of 2014. Click here for the Textron press release.

Tuesday, December 24, 2014:

Time Warner Cable(PBR124) & Viacom(PBR188) reach long-term multi-platform distribution agreement. Click here forViacom’s press release.

Monday, December 23, 2013:

Kinder Morgan(PBR252) announces acquisition of US Jones Act Shipping Containers for $962 million. Click here for the Kinder Morgan press release.

Bloomberg News reports that W.R. Grace(PBR630) has reached an agreement with banks, to emerge from Chapter 11 bankruptcy probably around January 31, 2014. Click here for the Bloomberg article.

Tribune Co(NR) announces agreement with Sony Corp of America to purchase its Gracenote subsidiary, the largest source of music data in the world, for $170 million, to close 1st quarter 2014. Click here for the Tribune press release.

Regency Energy Partners(PBR1010) to acquire Eagle Rock Energy Partners midstream assets for $1.3 billion. Click here for Regency’s press release.

Regency Energy Partners(PBR1010) to purchase the midstream assets of Hoover Energy Partners LP for $290 million. Click here for Regency’s press release.

Service Corp Intl(PBR770) announces completion of Stewart Enterprises acquisition based on FTC settlement. Click here for SCI’s press release.

Pall Corp(PBR717) acquiring ATMI’s LifeSciences business for $185 million. Click here for Pall’s press release.

Sunday, December 22, 2013:

Apple(PBR6) and China Mobile announce multi-year agreement to make iPhones available on world’s largest mobile network. Click here for Apple’s announcement.

In arbitration ruling Tiffany & Co(PBR582) to pay Swatch Group Ltd $449.5 million. Click here for Tiffany’s announcement.

Tribune Co & Time Warner Cable(PBR124) announce new multi-year retransmission agreement. Click here for the Tribune press release.

Friday, December 20, 2013:

Cathay Pacific orders 21 777-9X Boeing Co(PBR31) airliners for $7+ billion, first Asia customer, part of Dubai show anticipated purchases. Click here for Boeing’s announcement.

Morgan Stanley(PBR89) to sell its Global Oil Merchanting business to Russia’s Rosneft. Click here for the Morgan Stanley announcement.

Oracle Corp(PBR77) to buy cloud-based B2C marketing company Responsys for $27/share, $1.5 billion transaction value, to close in 1st half of 2014. Click here for Oracle’s announcement.

Thursday, December 19, 2013:

Facebook(PBR451) CEO Mark Zuckerburg to include 41+ million Class A shares as part of a 70 million Class A shares public offering. Click here for Facebook’s announcement.

NV Energy(PBR662) becomes a wholly owned subsidiary of Berkshire Hathaway’s(PBR5) MidAmerican Energy Holdings Company.

Briston-Myers Squibb(PBR148) is selling its global diabetes business to alliance partner AstraZeneca for $3.4 billion, to close 1st quarter 2014. Click here for the BMS press release.

The Hershey Co(PBR363) to acquire private China based Shanghai Golden Monkey Food Joint Stock Co. Click here for the Hershey press release.

MetLife(PBR39) to acquire stake in Malaysia based AMMB’s AMLife and AMTakaful units for $249 million. Click here for MetLife’s press release.

Darden Restaurants(PBR312) announces plan to enhance business, will spin-off Red Lobster. Click here for Darden’s press release.

Target Corp(PBR37) confirms unauthorized access to 40 million credit/debit cards, issue resolved. Click here for the Target announcement.

Wednesday, December 18, 2013:

Patriot Coal(PBR890) emerges from bankruptcy well capitalized & as a private company. Click here for Patriot’s press release.

Privately held Harland Clarke Holdings Inc to acquire Valassis Communications(PBR823) for $34.04/share, transaction valued at $1.84 billion, to close in 1st quarter of 2014. Click here for the Valassis press release.

Blackstone Group(PBR544) to acquire 3 Texas power stations with 1295MW capacity from Centrica plc for $685 million. Click here for the Centrica press release.

Boeing Co(PBR31) announces key leadership promotions. Click here for the Boeing announcement.

Tuesday, December 17, 2013:

3M(PBR92) ups plan, to spend $17-22 billion in 2013-2017 for share repurchases. Click here for the 3M press release.

Monday, December 16, 2013:

General Motors(PBR7) announces it is investing $1.3 billion in 5 US plants. Click here for the GM press release.

KKR(PBR259) to acquire KKR Financial Holdings in stock-for-stock deal valued at $2.6 billion. Click here for the Boeing press release.

Endo Health(PBR650) to acquire NuPathe Inc (NASDAQ: PATH) for $2.85/share, $105 million. Click here for the Endo press release.

Boeing(PBR31) board okays $10 billion stock repurchase program, raises dividend. Click here for the Boeing press release.

Archer-Daniels-Midland(PBR27) board approves increased dividend, buyback of 18 million shares by end of 2014, valued at around $725 million. Click here for ADM’s press release.

American International Group(PBR42) to sell its International Lease Finance Corporation to AerCap Holdings NV for $5.4 billion. Click here for AIG’s press release.

Intel(PBR53) to acquire the MindSpeed Technologies Wireless Infrastructure division. Click here for Intel’s press release.

LSI Corp(PBR746) to be acquired by Singapore based Avago Technologies for $11.15/share, $6.6 billion, to close during 1st half of 2014. Click here for LSI’s press release.

SingularityHub reports on Google(PBR56) buying military robots developer Boston Dynamics, 8th robots acquisition in 6 months. Click here for the SingularityHub article.

Friday, December 13, 2013:

Simon Property(PBR467) to spin off strip center & smaller malls business. Click here for Simon’s press release.

Las Vegas Sands Corp(PBR226) stops pursuing $30 billion Spain development, will focus on Asian markets. Click here for the Sand’s announcement.

Reuters reports US judge says Anadarko(PBR194), Kerr-McGee liable for $5+ billion spin-off Tronox(PBR919) cleanup costs. Click here for the Reuters article.

QUALCOMM(PBR137) announces Pres/COO Steve Mollenkopf to become Pres/CEO in March, 2014. Click here for the QUALCOMM announcement.

Thursday, December 12, 2013:

Ford(PBR10) announces new jobs, plants, and product plans for 2014. Click here for Ford’s press release.

The Coca-Cola Co(PBR57) announces that the North America unit will be split into North American & Refreshments operating units. Click here for Coca-Cola’s press release.

General Motors(PBR7) announces the sale of its 7% equity stake in Peugot. Click here for the GM press release.

The Merrill Lynch unit of Bank of America(PBR21) agrees to pay $132 million for misleading investors in CDOs. Click here for the SEC announcement.

Wednesday, December 11, 2013:

UNS Energy(PBR990) agrees to be acquired by Canada based energy company Fortis, Inc. for $60.25/share, $4.3 billion total transaction value, to close by end of 2014. Click here for the UNS press release.

Avon(PBR234) provides details on $400 million cost savings plan, 650 positions to be eliminated. Click here for the Avon press release.

AECOM Technology(PBR302) announces that Michael Burke to succeed John Dionisio as CEO on March 6, 2014. Click here for the AECOM press release.

Hilton Worldwide Holdings (No PBR ranking yet) announces IPO, opening at $20.00 share, NYSE: HLT. Click here for Hilton’s press release.

Tuesday, December 10, 2013:

MasterCard(PBR328) announces 10:1 stock split, dividend, $3.5 billion stock repurchase plan. Click here for MasterCard’s press release.

Outerwall(PBR809) announces organizational & capital restructuring. Click here for the Outerwall press release.

General Motors Co(PBR7) announces Dan Ackerson to retire as Chairman/CEO, Mary Barra to become CEO, other C level staff changes. Click here for the GM press release.

Monday, December 9, 2013:

Sprint(PBR82) offering $2.5 billion in 2024 notes to institutions & non US persons. Click here for the Sprint press release.

WhiteWave Foods(PBR791) to acquire organic produce company Earthbound Farm for $600 million. Click here for the WhiteWave press release.

Abercrombie & Fitch(PBR527) announces new agreement to extend term of Michael Jeffries as CEO. Click here for A&F’s press release.

Privately held Koch Bros completes its acquisition of Molex(PBR600), which is now de-listed.

The US Treasury announced that it has sold all remaining shares in General Motors(PBR7). Click here for the US Treasury announcement.

Hologic(PBR871) appoints former Pres/CEO of Stryker Corp(PBR288) Steve MacMillan as its new CEO. Click here for the Hologic press release.

Sysco Corp(PBR64) & private equity owned US Foods to merge, $8.2 billion total transaction, expected to close 3rd quarter 2014. Click here for the Sysco press release.

Alpha Natural Resources(PBR347) exchanging its interest in Alpha Shale Resources joint venture for $300 million. Click here for the AlphaNR press release.

Reuters-Incoming Time Warner Cable(PBR124) CEO Robert Marcus says not in a hurry to sell company. Click here for the Reuters article.

AMR Corp(PBR109)/US Airways(PBR189) merger completed, now American Airlines Group, now trading as NASDAQ: AAL. Click here for the AAL press release.

Friday, December 6, 2013:

On Assignment(PBR1037) completes its acquisition of $55 million in revenues CyberCoders Holdings Inc for $94 million + $11 million incentives. Click here
 for On Assignment’s press release.

Sears Holding Corp(PBR68) files SEC paperwork to separate Land’s End from its holdings. Click here for the Sears announcement.

The US Bureau of Labor Statistics reports 203,000 non-farm new jobs in November, unemployment rate drops to 7.0%. Click here for the US BLS press release.

Wednesday, December 4, 2013:

ADP(PBR236) reports that private sector employment rose 215,000 in November. Click here for the ADP press release details.

Career Education Corp(PBR987) completes the sale of its European operations to private equity firm Apax Partners. Click here for Career Education’s press release.

The Wall Street Journal reports that General Motors(PBR7) is selling its remaining stake in Ally Financial for around $900 million. Will focus on using GM Financial for loans.

Deere & Co(PBR81) board authorizes purchase of up to $8 billion of additional common stock. Click here for the Deere press release.

Tuesday, December 3, 2013:

The Carlyle Group’s(PBR663) Paradigm Precision unit completes purchase of 8 units of GE Aviation’s subsidiary Unison Engine Components. Click here for Carlyle’s press release.

Monday, December 2, 2013:

Blackstone Group’s(PBR544) Hilton Worldwide Inc looking at $2.37 billion IPO this month. Click here for the Reuters article.

Calpine Corp(PBR428) to acquire Guadalupe County, TX, 1050MW power plant for $625 million from MinnTex Power Holdings. Click here for Calpine’s press release.

Cognizant Technology(PBR334) to hire 10,000 people in US over next 3 years. Click here for the Reuters article.

In 2 agreements Hess Corp(PBR72) has sold its Indonesian assets for $1.3 billion. Click here for the Hess press release.

Forest Laboratories(PBR487) announces operations streamlining and stock repurchase plans. Click here for Forest Lab’s press release.

Dow Chemical(PBR51) to carve out $5 billion in revenues from its chlorine segment. Click here for the Dow announcement.

Bank of America Corp(PBR21) to pay Freddie Mac(PBR32) $404 million to settle residential mortgage claims through 2009. Click here for the BofA press release.

AAR Corp(PBR851) to acquire the cargo loading systems assets from German based PFW Aerospace GmbH. Click here for the AAR press release.

(The purpose of The PBR1000 is to provide a wide range of interested people with 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 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.)

 

Filed Under: Recaps Tagged With: , , , , ,

The PBR1000 November Breaking News Recap!

December 3, 2013 by

hand working business

By Larry C. Paxton

For November a major breaking news stream was AMR Corporation emerging from taxiing down the long runway of bankruptcy, getting the go ahead from the tower(aka the US government) to complete the merger with US Airways, and now we are all waiting for the December 9th takeoff of the new entity known as the American Airlines Group. Controversies remain. It will be interesting to see how the C-level pilots handle some of the inevitable rough weather ahead, the effect on other carriers and supporting industries, and the impact on travelers. As for me, I hope they decrease prices but also increase the amount of legroom and seat width in the economy cabins. Maybe I should be happy if either one happens.

The many news items with links to the articles and press releases on this and the other The PBR1000 members are below.

But first here’s a recap of some stock indices and commodity prices at the month end closing on Friday, November 29:

– The Dow Jones Industrial Average: 16,086.41, up 3.5% from 10/31/13, and up 22.8% from 12/31/12.

– NASDAQ: 4,059.89, up 4.1% from 10/31/13, and up 34.5% from 12/31/12.

– S&P 500: 1,805.81, up 2.8% from 10/31/13, and up 26.6% from 12/31/12.

– Gold: 1,250.40, down 5.6% from 10/31/13, and down 25.7% from 12/31/12.

– Silver: 20.03, down 8.6% from 10/31/13, and down 34.0% from 12/31/12.

– Oil: 92.72, down 4.1% from 10/31/13, and down 1.0% from 12/31/12.

Here are the news items PBRMarketTools tracked during November:

Thursday, November 28, 2013:
Archer Daniels Midland’s(PBR27) $3.4 billion bid for GrainCorp is prohibited by Australia’s Treasurer. Click here for ADM’s comment.

Wednesday, November 27, 2013:
AMR Corp(PBR109) settles bankruptcy suit, reorganization plan & merger with US Airways(PBR189) as American Airlines Group to be completed on 12/09/13. Click here for the AMR press release.

Wednesday, November 27, 2013:
CVS Caremark(PBR13) is buying Apria Healthcare Group’s specialty infusion services & enteral nutrition business unit Coram LLC for $2.1 billion. Click here for the CVS press release.

Tuesday, November 26, 2013:
NASDAQ breaks through the 4,000 mark, closes at 4,017.75, up 2.5% month-to-date(3,919.71 on 10/31/13), and up 33.1% year-to-date(3,019.51 on 12/31/12).

Tuesday, November 26, 2013:
Aeropostale(PBR781) adopts a limited term stockholder rights plan to avoid a potential coercive or abusive takeover attempt. Click here for the Aeropostale press release.

Tuesday, November 26, 2013:
The Carlyle Group(PBR663) is acquiring Toronto, Canada, based global hedge fund manager Diversified Global Asset Management Corporation, which has $6.7 billion in managed & advised assets. Click here for the Carlyle press release.

Monday, November 25, 2013:
Aetna Inc(PBR80) to acquire 65,000 worldwide medical members UK based InterGlobal Group. Click here for the Aetna press release.

Monday, November 25, 2013:
The Carlyle Group(PBR663) closed its Carlyle Partners VI fund with $13 billion for US corporate buyouts & strategic minority investments in 6 industries. Click here for the Carlyle press release.

Monday, November 25, 2013:
Walmart Stores(PBR2) elects Doug McMillon to become CEO on 02/01/14. Click here for the Walmart announcement.

Friday, November 22, 2013:
The S&P500 closes at a record high of $1,804.76, up 26.54% year-to-date(from 1,426.19 on 12/31/12).

Friday, November 22, 2013:
J.C. Penney Co(PBR152) is moving from the S&P500 to the S&P MidCap 400 on 11/29/13. Click here for the S&P Dow Jones Indices article.

Friday, November 22, 2013:
Bloomberg News reports that Charter Communications(PBR323) & Comcast(PBR44) are considering a joint bid for Time Warner Cable(PBR124). Click here for the Bloomberg article.

Thursday, November 21, 2013:
The Dow Jones Industrial Average closes at a record $16,009.99, up 22.18% year-to-date(from 13,104.14 on 12/31/13).

Thursday, November 21, 2013:
Reuters reports US jury awards Apple, Inc(PBR6) $290 million in retrial against Samsung. Click here for the Reuters article.

Thursday, November 21, 2013:
KKR’s(PBR259) Asset Management unit is acquiring LBO France’s Winoa Group, a worldwide provider of abrasion & cutting technologies for the metal & stone industries. Click here for the KKR press release.

Thursday, November 21, 2013:
Reuters reports US Treasury to sell stock in General Motors(PBR7) by year end. Click here for the Reuters article.

Thursday, November 21, 2013:
Hologic, Inc(PBR871) adopts 1 year stockholder rights plan upon hearing that a Carl Icahn unit is acquiring a stake in the company. Click here for the Hologic press release.

Wednesday, November 20, 2013:
Today PBRMarketTools released The PBR1000 4th Quarter Rankings Report to the general public. Click here for the PBRMarketTools blog post summarizing some observations as we near the end of the year.

Wednesday, November 20, 2013:
The Carlyle Group(PBR663) announced the selling of its German based software developer P&I Personal & Informatik AG to HgCapital by year end. Click here for Carlyle’s press release.

Wednesday, November 20, 2013:
Boeing Co(PBR31) announces $101.5 billion in commitments from Dubai Airshow. Click here for Boeing’s press release.

Wednesday, November 20, 2013:
Devon Energy Corp(PBR269) is acquiring the Eagle Ford assets of GeoSouthern Energy for $6 billion. Click here for the Devon Energy press release.

Tuesday, November 19, 2013:
Johnson & Johnson’s(PBR40) DePuy unit agrees to $2.5 billion settlement for ASR hip systems issues. Click here for Johnson & Johnson’s press release.

Tuesday, November 19, 2013:
US Dept of Justice reports that Sysco(PBR64) unit FreshPoint Inc to pay $4.2 million for overbilling the Dept of Defense for produce. Click here for the USDOJ announcement.

Tuesday, November 19, 2013:
JPMorgan Chase & Co(PBR18) agrees to $13 billion settlement on bad residential mortgage backed securities. Click here for the JPMorgan press release.

Monday, November 18, 2013:
The Washington Post Co(PBR545) changing name to Graham Holdings Company effective 11/29/13, stock symbol GHC. Click here for The Washington Post press release.

Friday, November 15, 2013:
Forbes reports on BerkshireHathaway’s(PBR5) end of 3rd quarter holdings. Click here for the Forbes article.

Friday, November 15, 2013:
JPMorgan Chase & Co(PBR18) agrees to $4.5 billion settlement with 21 institutional investors. Click here for the JPMorgan announcement.

Friday, November 15, 2013:
Pershing Square acquires 10% share in Freddie Mac(PBR32) & Fannie Mae(PBR11) stocks. Click here for the Reuter’s article.

Friday, November 15, 2013:
AMR Corp(PBR109) to be renamed American Airlines Group Inc, trade on NASDAQ, symbol AAL. Click here for the AMR press release.

Thursday, November 14, 2013:
The US International trade deficit was $41.8 billion in September. Click here for the press release from The Bureau of Economic Affairs.

Thursday, November 14, 2013:
Lockheed Martin Corp(PBR59) to close some US facilities, reduce workforce by 4,000. Click here for Lockheed’s press release.

Thursday, November 14, 2013:
ABM Industries(PBR510) launching a Healthcare Support Business unit. Click here for ABM’s press release.

Wednesday, November 13, 2013:
Juniper Networks(PBR503) announces that Shaygan Kheradpir will become CEO effective 01/01/14, current CEO Kevin Johnson will remain on board. Click here for Juniper’s press release.

Wednesday, November 13, 2013:
Procter & Gamble(PBR29) announce reorganization, some long time key management retiring. Click here for P&G’s press release.

Wednesday, November 13, 2013:
The Goldman Sachs Group(PBR67) names its Managing Directors for 2014. Click here for the Goldman Sachs press release.

Tuesday, November 12, 2013:
Omnicom Group’s(PBR183) Ketchum unit is acquiring Singapore based ICON International Communications. Click here for Omnicom’s press release.

Tuesday, November 12, 2013:
Starbucks Corp(PBR195) agrees to arbitration suit, to pay Kraft, now Mondelez International(PBR84), $2.76 billion. Click here for the Starbucks press release.

Tuesday, November 12, 2013:
Patriot Coal Corp(PBR890) secures $200 million letter of credit, also preparing for $250 million term loan & a $125 million asset-backed revolving loan. Click here for the Patriot Coal press release.

Tuesday, November 12, 2013:
Roland C. Smith is appointed Chairman/CEO of the new Office Depot(PBR235). Click here for the Office Depot press release.

Tuesday, November 12, 2013:
Advanced Micro Devices, Inc(PBR434) acquires $500 million secured line of credit. Click here for AMD’s press release.

Tuesday, November 12, 2013:
The US Department of Justice agrees that the AMR Corp(PBR109) & US Airways(PBR189) can merge based on meeting certain conditions. Click here for the transcript of the DOJ press conference announcing the agreement & details of the conditions.

Monday, November 11, 2013:
Amazon.com(PBR47) & the USPS to work together to deliver packages in select cities on Sundays. Click here for Amazon’s press release.

Monday, November 11, 2013:
KKR & Co(PBR259) is acquiring landscaper & snow removal company the Brickman Group for $1.6 billion. Click here for KKR’s announcement.

Monday, November 11, 2013:
T-Mobile US(PBR449) to sell 66+ million shares to buy additional wireless airwaves. Click here for the T-Mobile US press release.

Monday, November 11, 2013:
PepsiCo(PBR43) announced that they and their partners plan to invest $5.5 billion in India through 2020. Click here for PepsiCo’s press release.

Friday, November 8, 2013:
IntercontinentalExchange Inc(PBR1013) to complete its acquisition of NYSE Euronext(PBR571) on 11/13/13. Click here for the IntercontinentalExchange press release.

Thursday, November 7, 2013:
AES Corp(PBR144) provides update on 21 international asset sales totaling $1.4 billion, including Cameroon operations. Click here for the AES press release.

Thursday, November 7, 2013:
The Carlyle Group(PBR663) completes it acquisition of its 11th power generating facility, 823 megawatt Red Oak Power in Sayreville, NJ. Click here for the Carlyle press release.

Thursday, November 7, 2013:
Priceline.com(PBR441) announced that Darren Huston, CEO of wholly owned subsidiary Booking.com, will become President/CEO effective 01/01/14. Jeffrey Boyd currently holds those positions, will remain as Chairman. Click here for Priceline’s press release.

Thursday, November 7, 2013:
Toll Brothers, Inc(PBR903) is acquiring California private land developer & homebuilder Shapell Industries, Inc. for $1.60 billion cash. Click here for Toll Brothers’ press release.

Wednesday, November 6, 2013:
DISH Network Corp(PBR181) announces that it is closing down its 300 US owned BlockBuster video rental stores & DVD by mail services by January, 2014. US & foreign franchised & licensed locations to remain open. Click here for DISH’s press release.

Wednesday, November 6, 2013:
General Motors Co(PBR7) opens its online car buying service to its dealers. Click here for GM’s press release.

Wednesday, November 6, 2013:
Court authorizes Patriot Coal(PBR890) to solicit creditor approval for its reorganization plan. Click here for Patriot Coal’s announcement.

Tuesday, November 5, 2013:
Ford Motor Co(PBR10) announces several senior management changes. Click here for Ford’s announcement, includes hotlinks to bios..

Tuesday, November 5, 2013:
The LoyaltyOne unit of Alliance Data Systems Corp(PBR584) is acquiring a 60% stake in Netherland’s based BrandLoyalty($400 million/2012). Click here for Alliance Data’s announcement.

Tuesday, November 5, 2013:
OfficeMax(PBR349) & Office Depot(PBR235) complete merger, new company is Office Depot, Inc.(NYSE: ODP). Click here for the press release.

Tuesday, November 5, 2013:
Endo Health Solutions(PBR650) to acquire Canadian based specialty pharmaceutical company Paladin Labs Inc(TSX: PLB) for $1.6 billion, both to be then acquired by Irish based holding company New Endo. Click here for Endo’s press release.

Monday, November 4, 2013:
Weyerhaeuser Company(PBR344) is transferring its homebuilding & real estate development business to Tri Pointe Homes(NYSE: TPH) in a transaction valued at $2.7 billion. Expected to close during 2nd quarter, 2014. Click here for Weyerhaeuser’s press release.

Monday, November 4, 2013:
Johnson & Johnson(PBR40) agrees to pay $2.2 billion in fines for FDA violations. Click here for the US Dept of Justice announcement.

Monday, November 4, 2013:
Alliant Techsystems Inc(PBR484) completes acquisition of sporting goods company Bushnell Group Holdings for $985 million. Click here for the Alliant Techsystems press release.

Monday, November 4, 2013:
The Carlyle Group(PBR663) completed its acquisition of $2.6 billion in capital commitments Metropolitan Real Estate Equity Management. Click here for the Carlyle press release.

Monday, November 4, 2013:
Allegheny Technologies Inc(PBR460) completes the sale of its tungsten unit to Kennametal Inc(PBR706) for $605 million. Click here for Allegheny’s press release.

Friday, November 1, 2013:
The Omnicom Group Inc(PBR183) & Publicis Groupe SA(Paris, France) merger waiting period in the US has passed with no objections, only a few global regulatory approvals remain. Click here for Omnicom’s press release.

Friday, November 1, 2013:
The US FTC has cleared the merger of equals of OfficeMax, Inc(PBR349) & Office Depot, Inc(PBR235), expected to close on 11/05/13. Click here for the OfficeMax press release.

Friday, November 1, 2013:
Today Hess Corporation(PBR72) completed the sale of its Energy Marketing business to North America subsidiary Direct Energy of Centrica plc for $1.2 billion. Click here for the Hess press release.

Friday, November 1, 2013:
Airgas, Inc(PBR478) completes its acquisition of privately held Encompass Gas Group & its 11 locations. Click here for the Airgas press release.

Let’s see what kinds of surprises business Santa has for us in December.

Have a Happy and Blessed Holiday Season!

(The purpose of The PBR1000 is to provide a wide range of interested people  with key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 publicly traded companies with principal offices in the US. This information is updated quarterly and published in Excel format as The PBR1000 Quarterly Rankings Report. During a quarter 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.)

 

 

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