The PBR1000 July 2015 Breaking News Recap

ID-100335902 Business Word Head-Sujin Jetkasettakorn

As A Business Leader There Is A Lot To Think About.

 

By Larry C. Paxton

The PBR1000 in July 2015 had a lot of highlights in several areas.

Most of the mega deals involved the continuing consolidation of health related businesses. There were also some long awaited completion of deals like AT&T/DirecTV and Dollar Tree/Family Dollar.

More spinoffs occurred or were announced, with PayPal getting most of the press.

The US economy is still regarded as somewhat fragile but showing modest growth, enough to keep everyone guessing when the Federal Reserve will increase interest rates.

World issues had an affect as well. The stock markets displayed volatility based on the still unresolved Greece debt issues, the slowdown of the China economy and the dramatic downward dip in its markets towards the end of the month. Nevertheless, all US stock markets showed good increases over June with the NASDAQ hitting new highs. Other issues that didn’t seem to have a direct effect, but could have a longer range impact include the nuclear weapons negotiations with Iran, and the battles against extremist warring organizations like ISIL in the Middle East.

August has a history of volatility, let’s see if that’s true again in 2015.

Following are The PBR1000 and economic related news items of note for July 2015, starting with the last active day.

Friday, July 31:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 17,689.86, +0.69% from last Friday, +0.40% MTD/QTD, -.75% YTD.
NASDAQ closes week at 5,128.28, +0.78% from last Friday, +2.84% MTD/QTD, +8.28% YTD.
SPX closes week at 2,103.84, +1.16% from last Friday, +1.97% MTD/QTD, +2.18% YTD.

UPS(PBR47) to acquire truckload freight brokerage company Coyote Logistics for $1.8 billion. $UPS PR link.

Jarden(PBR324) completes $1.35 billion acquisition of disposable tableware manufacturer The Waddington Group from private equity firm Olympus Partners. $JAH PR link.

Berry Plastics(PBR488) to acquire specialty materials provider AVINTIV from Blackstone Group(PBR352) for $2.45 billion cash. $BERY PR link.

Yahoo!(PBR519) to acquire social shopping site Polyvore, terms not disclosed. $YHOO PR link.

Penn National Gaming(PBR750) to acquire Illinois 1,100 video gaming terminals operator Prairie State Gaming. $PENN PR link.

The US Dept of Labor says the 2nd Quarter Employment Cost Index decelerated sharply to 0.2% from the 1st Quarter. MarketWatch article link.

Thursday, July 30:
MasterCard(PBR291) extends partnership with Samsung to deliver Samsung Pay in Europe. $MA PR link.

Intl Flavors & Fragrances(PBR666) completes $311 million acquisition of Lucas Meyer Cosmetics. $IFF PR link.

Ventas(PBR671) to spinoff of most of its post-acute/skilled nursing facility portfolio as an independent publicly held REIT called Care Capital Properties, NYSE: CCP, after 08/17/15. $VTR PR link.

Kroger(PBR20) 1st female corporate executive Group VP for Corporate Affairs Lynn Marmer retiring in early 2016. $KR PR link.

Raytheon(PBR118) promotes Wesley Kremer as President, Integrated Defense Systems. $RTN PR link.

Diebold(PBR676) EVP/COO George Mayes, Jr, leaving, position to be eliminated in streamlining effort. $DBD PR link.

Avista Corp(PBR990) announces 3 changes to its officer team in finance, strategy, & development. $AVA PR link.

The US Dept of Commerce says that the 2nd Quarter Advance GDP estimate is at a 2.3%, $17.840 trillion, annual rate. USDOC PR link.

The US Dept of Labor says for the week ending 07/18/15 the Total Insured Unemployment was at 2.266,000, 4 week moving average at 2,255,250. USDOL PR link.

FreddieMac(PBR41) says on 07/30/15 30 Year Fixed Mortgage Rate averaged 3.98% with 0.6 points/fees. $FMCC PR link.

Wednesday, July 29:
Mylan(PBR346) receives unconditional clearance by European Commission for purchase of Perrigo(PBR565). $MYL PR link.

Apollo Education Group(PBR681) files notice disclosing an FTC civil investigation on business practices. MarketWatch article link.

Cytec(PBR887) to be merged into Brussels based global chemical company Solvay for $75.25/share, $5.5 billion. $CYT PR link.

Manitowoc(PBR579) hires Hubertus Muelhaeuser as CEO for the Manitowoc Foodservice unit. $MTW PR link.

Tuesday, July 28:
AIG(PBR46) acquires private First Principles Capital Management, names its CEO Douglas Dachille as AIG’s next EVP/Chief Investment Officer, succeeds William Dooley, who is retiring. $AIG PR link.

Caterpillar(PBR54) to do $1.5 billion accelerated stock repurchase program by end of 3rd quarter. $CAT PR link.

Caterpillar(PBR54) announces new strategy for its vocational truck product family, to expand production at its Victoria, TX, facility. $CAT PR link.

Honeywell Intl(PBR74) to acquire gas heating, controls, metering, and advanced technologies provider Elster Division from Melrose Industries plc for $5.1 billion. $HON PR link.

SuperValu(PBR164) considering spinoff of its Save-A-Lot unit into a stand-alone publicly traded company. $SVU PR link.

Proctor & Gamble(PBR33) promotes David Taylor as President/CEO, effective 11/01/15, succeeds AG Lafley who becomes Executive Chairman. $PG PR link.

Citrix(PBR658) President/CEO Mark Templeton to retire when successor appointed, search firm retained. $CTXS PR link.

Scientific Games(PBR937) hires David Smail as EVP/Chief Legal Officer, effective 08/03/15. $SGMS PR link.

The US Dept of Commerce says the 2nd Quarter Homeownership Rate was 63.4%, -1.3% from 2nd quarter 2014, -0.4% from 1st quarter 2015. USDOC PR link.

Monday, July 27:
Allergan(PBR219) selling its global generics business to Teva Pharmaceutical($TEVA) for $40.5 billion cash/stock. $AGN PR link.

Allergan(PBR219) to acquire depression therapies developer Naurex for $560 million cash. $AGN PR link.

Mylan(PBR346) comments on Israel based Teva Pharmaceuticals acquisition of generics business of Allergan(PBR219) & unsolicited offer withdrawal for Mylan. $MYL PR link.

McGraw Hill(PBR477) to acquire data, analytics, & research firm SNL Financial for $2.225 billion cash. $MHFI PR link.

Arch Coal(PBR691) postpones 1:10 reverse stock split from 07/27/15 close to 08/03/15 close. $ACI PR link.

Beacon Roofing(PBR818) to acquire roofing products distributor Roofing Supply Group for $1.1 billion cash/stock. $BECN PR link.

SandRidge Energy(PBR975) receives NYSE notice of potential delisting because share price less than $1.00 for 30 days, considering reverse stock split. $SD PR link.

Darden Restaurants(PBR398) announces Todd Burrowes is rejoining LongHorn Steakhouse unit as President, reports to CEO. $DRI PR link.

Friday, July 24:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 17,568.53, -2.86% from last Friday, -0.29% MTD/QTD, -1.43% YTD.
NASDAQ closes week at 5,088.83, -2.33% from last Friday, +2.04% MTD/QTD, +7.45% YTD.
SPX closes week at 2,079.65, -2.21% from last Friday, +0.80% MTD/QTD, +1.01% YTD.

AT&T(PBR12) completes $67 billion acquisition of DirecTV(PBR89), now the largest pay TV provider in the US & world. $T PR link.

Anthem(PBR38) to acquire Cigna(PBR85) for $188/share, $54.2 billion, creates company with 53 million medical members, $115 billion revenues/year. $ANTM PR link.

Enterprise Products(PBR59) completes sale of its offshore Gulf of Mexico assets to Genesis Energy(PBR553) for $1.5 billion cash. $EPD PR link.

Cisco(PBR60) to stop selling flash memory data-storage business known as Invicta. MarketWatch article link.

Johnson Controls(PBR68) plans to spinoff $22 billion in 2014 revenues Automotive Experience business as an independent publicly traded company within 12 months. $JCI PR link.

American Airlines(PBR69) ups shares repurchase program to $4 billion. $AAL PR link.

Charles River Labs(PBR1025) completes acquisition of rapid bacterial detection equipment provider Celsis International for $212 million cash. $CRL PR link.

Public Service Enterprise(PBR257) EVP/CFO Caroline Dorsa to retire in 4th quarter, search firm retained for new CFO. $PEG PR link.

The US Dept of HUD says June New Single-Family Houses Sales were at a 482,000 annual rate, -6.8% from May, +18.1% over June 2014. HUD PR link.

Thursday, July 23:
Cisco(PBR60) to sell its set-top box business unit to France based Technicolor for $604 million. $CSCO PR link.

Alcoa(PBR115) completes acquisition of titanium & specialty metal products manufacturer RTI(NYSE: RTI) in $1.5 billion stock deal. $AA PR link.

Starbucks(PBR178) adds 50 million shares for repurchase to existing 11 million available. $SBUX PR link.

EnerSys(PBR776) completes acquisition of Australia based equipment facilities manufacturer ICS Industries. $ENS PR link.

DuPont(PBR82) promotes Marc Doyle to SVP-Safety/Protections unit upon resignation of Matthew Trerotola. $DD PR link.

Crown Holdings(PBR298) CEO John Conway retiring effective 01/01/16, Timothy Dunne elected to succeed him as President/CEO. $CCK PR link.

Celanese(PBR369) Interim CFO Chris Jensen officially named CFO. $CE PR link.

Colfax Corp(PBR517) hires Matt Trerotola as CEO, effective 07/24/15, succeeds retiring Steve Simms. $CFX PR link.

Yahoo!(PBR519) promotes Lisa Utzschneider to Chief Revenue Officer. $YHOO PR link.

CA Technologies(PBR550) hires Ayman Sayed as Chief Product Officer, reports to CEO Mike Gregoire. $CA PR link.

Graham Holdings(PBR615) Kaplan unit CEO Tom Leppert resigning effective 08/21/15, Chairman Andy Rosen to add CEO responsibilities. $GHC PR link.

Wednesday, July 22:
Home Depot(PBR32) to acquire national distributor/direct marketer of maintenance, repair & operational products Interline Brands for $1.625 billion cash. $HD PR link.

Genworth Financial(PBR287) in negotiations to sell its lifestyle protection insurance business to France based AXA SA for $510 million. $GNW PR link.

Discovery Communications(PBR399) to acquire full ownership of Europe/Asia sports channels group Eurosport from TFI Group for $535 million per 2012 agreement. $DISCA PR link.

St Jude Medical(PBR440) to acquire medical devices for heart failure developer Thoratec for $63.50/share, $3.4 billion cash. $STJ PR link.

Bank of America(PBR24) CFO Bruce Thompson stepping down, Paul Donofrio to become CFO on 08/01/15; other key management changes announced. $BAC PR link.

The National Assn of Realtors reports June Existing Home Sales at a 5.49 million annual rate, $236,400 median price. NAR PR link.

Tuesday, July 21:

KKR(PBR332) to acquire an 80% stake in $1 billion total enterprise valued photovoltaic developer/operator Gestamp Solar from Gestamp Renewables. $KKR PR link.

Lexmark(PBR601) to eliminate 500 positions worldwide as part of restructuring program. $LXK PR link.

CIT Group(PBR608) gets federal & states regulatory approval for $3.4 billion acquisition of OneWest Bank, expected to close 08/03/15. $CIT PR link.

Henry Schein(PBR270) promotes Peter McCarthy to President, Global Animal Health Group. $HSIC PR link.

Corning(PBR281) Vice Chairman/CFO Jim Flaws to retire on 11/30/15. $GLW PR link.

Corning(PBR281) elects Lawrence McRae as Vice Chairman & Corporate Development Officer, Tony Tripeny as SVP/CFO effective 09/01/15, & Dr. Jeffrey Evenson SVP/Chief Strategy Officer. $GLW PR link.

Royal Caribbean(PBR329) hires Jim Berra as Chief Marketing Officer, reports to President/CEO Michael Bayley. $RCL PR link.

HARMAN Intl(PBR456) promotes Phillip Eyler as EVP & President, Infotainment division, reports to Chairman/President/CEO Dinesh Paliwal. $HAR PR link.

Iron Mountain(PBR663) hires Deirdre Evens as Chief People Officer, reports to President/CEO William Meaney. $IRM PR link.

Bon-Ton Stores(PBR707) hires Bill Tracy as COO, effective 07/27/15. $BONT PR link.

AMC Entertainment(PBR728) President/CEO Gerry Lopez leaving, effective 08/06/15, CFO Craig Ramsey to become Interim President/CEO at that time. $AMC PR link.

Elizabeth Arden(PBR1043) hires JuE Wong as President, Elizabeth Arden Brand, effective 08/03/15. $RDEN PR link.

Monday, July 20:
United Technologies(PBR45) to do 75 million shares repurchase program, $8.3 billion, with sale of Sikorsky Aircraft unit to Lockheed Martin(PBR64) for $9 billion. $UTX PR link.

Lockheed Martin(PBR64) to acquire Sikorsky Aircraft unit from United Technologies(PBR45) for $9 billion. $LMT PR link.

Ross Stores(PBR253) to open 19 Ross Dress for Less and 8 dd’s Discount stores in July as part of plan for 90 new stores in 2015. $ROST PR link.

Caesars Entertainment(PBR314) reaches agreement on debt restructuring with a group of 2nd lien holders, makes changes to 01/14/15 Restructuring Support Agreement. $CZR PR link.

Calpine Corp(PBR330) to expand in Texas & NE US with acquisition of retail electric provider Champion Energy Marketing for $240 million. $CPN PR link.

CF Industries(PBR502) confirms it is in preliminary discussions with OCI NV regarding a potential combination involving certain of OCI’s businesses. $CF PR link.

Arch Coal(PBR691) announces 1:10 reverse stock split after 07/27/15 market close, will maintain listing status on NYSE. $ACI PR link.

SunEdison(PBR782) to acquire Vivint Solar(NYSE: VSLR) for $16.50/share, $2.2 billion in cash/stock/notes, to close in 4th quarter 2015. $SUNE PR link.

Synopsis(PBR879) completes acquisition of the Seeker security product and its R&D team from Quotium(NYSE Euronext: QTE).
$SNPS PR link.

eBay(PBR163) spinoff PayPal(NASDAQ: PYPL) in first day of public trading opens at $41.46, range $39.80-$42.55, closes at $40.47. MarketWatch PayPal stock info.

Adobe Systems(PBR557) hires Abhay Parasnis as Chief Technology Officer & SVP/platform technology and services. $ADBE PR link.

HealthSouth(PBR800) EVP/General Counsel & Secretary John Whittington retiring on 12/31/15. $HLS PR link.

Friday, July 17:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 18,086.54, +1.84% from last Friday, +2.65% MTD/QTD, +1.48% YTD.
NASDAQ closes week at 5,210.14(R), +4.25% from last Friday, +4.48% MTD/QTD, +10.01% YTD.
SPX closes week at 2,126.64, +2.41% from last Friday, +3.08% MTD/QTD, +3.29% YTD.

GameStop(PBR287) completes acquisition of ThinkGeek retailer parent Geeknet(NASDAQ: GKNT) for $20/share, $140 million. $GME PR link.

Yahoo!(PBR500) files with SEC to spinoff remaining holdings in Alibaba Group into an independent, publicly traded, registered investment company, as announced on 01/27/15, to close in 4th quarter. $YHOO PR link.

The US Dept of Labor says June Employee Average Earnings were $24.95/hour, 34.5 hours/week, $860.78/week, +2.0% from June 2014. USDOL PR link.

The US Dept of Labor says the June Consumer Price Index for All Items was +0.3% over May, +0.1% over the last 12 months. USDOL PR link.

The US Dept of HUD says the June Private Housing Units Building Permits were at a 1,343,000 annual rate, +7.4% over May, +30.0% over June 2014 HUD PR link.

Thursday, July 16:
Amazon’s(PBR37) first Prime Day sales exceed Black Friday 2014 by 18%, 34.4 million items sold. $AMZN PR link.

Enterprise Products(PBR56) to sell its offshore Gulf of Mexico assets to Genesis Energy(PBR553) for $1.5 billion cash. $EPD PR link.

Mondelez(PBR85) completes acquisition of 80% stake in Vietnam’s leading snacks business Kinh Do for $370 million. $MDLZ PR link.

Hertz(PBR249) completes restatements of annual reports, to separate its equipment rental business, implementing cost reduction program. $HTZ PR link.

McGraw Hill(PBR477) Platts division acquires shipping & oil industries news & analysis provider Petromedia. $MHFI PR link.

Groupon(PBR750) acquires OrderUp to power nationwide food ordering & delivery. $GRPN PR link.

Dollar Tree(PBR329) promotes Mike Witynski to COO. $DLTR PR link.

Fifth Third Bancorp(PBR345) hires Lars Anderson to be EVP/COO on 08/03/15. $FITB PR link.

Hershey Co(PBR347) hires Peter Horst as new Chief Marketing Officer, effective 07/27/15. Mike Wege now SVP/Chief Admin Officer. $HSY PR link.

Domino’s Pizza(PBR927) promotes Jeff Lawrence to EVP/CFO, succeeds Mike Lawton who is retiring at the end of August. $DPZ PR link.

Wednesday, July 15:
Amazon(PBR37) Studios announces Spike Lee’s Chi-Raq as first ever Amazon original movie. $AMZN PR link.

Nike(PBR98) gets $169 million apparel deal from 08/01/16 through 2027 with University of Michigan, MarketWatch article link.

Kinder Morgan(PBR198) to purchase 100% of Shell’s equity interest in the Elba LNG Liquefaction joint venture for $630 million. $KMI PR link.

Corning(PBR332) authorizes $2 billion shares repurchase program, expires 12/31/16. $GLW PR link.

Molina Healthcare(PBR375) to enter Chicago market with acquisition of Medicaid assets of 61,000 member MyCare Chicago. $MOH PR link.

Anixter(PBR398) to acquire the distributor Power Solutions segment of HD Supply for $825 million. $AXE PR link.

Netflix(PBR534) grows by 3.3 million subscribers in 2nd Quarter, now has over 65 million subscribers worldwide. $NFLX PR link.

Walter Energy(PBR920) reaches restructuring agreement with senior lendors, files for Chapter 11 bankruptcy. $WLTG PR link.

Gannett(PBR458) hires Kevin Gentzel as its first Chief Revenue Officer. $GCI PR link.

Juniper Networks(PBR501) hires Susan Lovegren as SVP/Human Resources, Bob Worrall as SVP/CIO. $JNPR PR link.

The US Dept of Labor says the June Producer Price Index for final demand was +0.4% over May, -0.7% for 12 months ended in June. USDOL PR link.

The US Federal Reserve Board in its G17 report says June Industrial Production was +0.3%, +1.5% over June 2014; Capacity Utilization was at 78.4% USFRB PR link.

The US Federal Reserve Board releases its latest Beige Book, overall districts are generally optimistic. USFRB PR link.

Tuesday, July 14:
Danaher(PBR139) completes $2.6 billion deal that combines its Communications unit with a subsidiary of NetScout Systems(NASDAQ: NTCT). $DHR PR link.

Molina Healthcare(PBR375) to acquire Medicaid assets of 25,000 member S. Florida firm Preferred Medical Plan. $MOH PR link.

Celgene(PBR381) to acquire immune/metabolics therapeutics developer Receptos(NASDAQ: RCPT) for $232/share, $7.2 billion. $CELG PR link.

Barnes & Noble(PBR388) approves publicly held Barnes & Noble Education spinoff, scheduled for 08/02/15, to start trading on 08/03/15 with symbol NYSE: BNED. $BKS PR link.

IAC(PBR669) soon to be spinoff The Match Group to acquire fellow dating site PlentyOfFish for $575 million. $IACI PR link.

WPX Energy(PBR713) to acquire privately held Permian Basin assets based RKI Exploration for $2.35 billion. $WPX PR link.

Guess?(PBR751) Co-Founder/CEO Paul Marciano announces that Victor Herroro to be new CEO in August. $GES PR link.

The US Dept of Commerce in advance report says June Retail & Food Sales were at $442.0 billion, -0.3% from May, +1.4% from June 2014. USDOC PR link.

Monday, July 13:
Valero Energy(PBR10) adds $2.5 billion to its available $400 million for stock repurchases. $VLO PR link.

Comcast(PBR44) to roll out $15/month TV streaming service across the US by the end of 2016, starting in Boston. $CMCSA PR link.

Medtronic(PBR161) to acquire detection/prevention of retained surgical items device company RF Surgical Systems for $235 million. $MDT PR link.

Computer Sciences(PBR209) files Form 10 for government services spinoff Computer Sciences GS, separation planned for October. $CSC PR link.

BorgWarner(PBR339) to acquire rotating electrical components producer Remy International for $29.50/share, $1.2 billion, to close in 4th quarter. $BWA PR link.

Jarden(PBR341) to acquire disposable tableware manufacturer The Waddington Group from private equity firm Olympus Partners for $1.35 billion. $JAH PR link.

PG&E(PBR175) announces promotion of several senior officers as part of restructuring program. $PCG PR link.

Jacobs Engineering(PBR213) hires Steven Demetriou as President/CEO, effective 08/17/15, to succeed retiring Craig Martin. $JEC PR link.

Dana Holding(PBR367) hires Jim Kamsickas as President/CEO, effective 08/11/15, succeeds retiring Roger Wood. $DAN PR link.

Xylem(PBR581) appoints Shashank Patel as Interim CFO upon resignation of Mike Speetzen, effective 07/30/15. $XYL PR link.

The US Dept of the Treasury says the June Surplus was $51.8B on Receipts of $342.9B. YTD Deficit is $313.4B. Treasury PR link.

Friday, July 10:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 17,760.41, +0.17% from last Thursday, +0.80% MTD/QTD, -0.35% YTD.
NASDAQ closes week at 4,997.70, -0.23% from last Thursday, +0.22% MTD/QTD, +5.52% YTD.
SPX closes week at 2,076.62, -0.01% from last Thursday, +0.65% MTD/QTD, +0.86% YTD.

Halliburton(PBR94) $34.6 billion acquisition of Baker Hughes(PBR124) deadline extended to 12/01/15 for time to satisfy US Dept of Justice requirements. $BHI PR link.

Edwards Lifesciences(PBR879) to acquire CardiAQ Valve Technologies for up to $400 million. $EW PR link.

Biogen(PBR358) R&D leader Doug Williams, PhD, leaving to become CEO of a startup, new R&D co-leaders announced. $BIIB PR link.

Tesla(PBR887) hires Ganesh Srivats to be in charge of North American Sales. $TSLA PR link.

The US Dept of Commerce says that May Merchant Wholesalers Sales were $449.8 billion, +0.3% from April, -3.8% from May 2014. USDOC PR link.

Thursday, July 9:
T-Mobile US(PBR115) adds 2.1 million customers in 2nd quarter, up 41% over previous year. $TMUS PR link.

eBay(PBR170) trying to sell e-commerce Enterprise unit, losing Toys R Us as a major client who plans to do its own e-commerce. MarketWatch article link.

Avon(PBR267) sells its UK based natural skincare line Liz Earle to Walgreens Boots Alliance(PBR36) for $215 million cash. $AVP PR link.

Coty(PBR524) to merge Proctor & Gamble’s(PBR32) Beauty Business into Coty in deal valued at $12.5 billion. $COTY PR link.

Charles River Labs(PBR1058) to acquire rapid bacterial detection equipment provider Celsis International for $212 million cash. $CRL PR link.

Walgreens Boots Alliance(PBR36) Interim CEO Stefano Pessina named CEO. $WBA PR link.

Conn’s(PBR1052) hires Thomas Moran as CFO, effective 07/27/15. $CONN PR link.

Wednesday, July 8:
The PBR1000 June 2015 Stocks/Commodities Snapshots summary is posted. Blog post.

Microsoft(PBR30) restructuring phone hardware business, to reduce staff by up to 7,800. $MSFT PR link.

Enterprise Products(PBR56) completes purchase of all Eagle Ford Shale member interests of EFS Midstream for $2.15 billion. $EPD PR link.

Ingredion(PBR371) to acquire privately held natural fruits and vegetables concentrates producer Kerr Concentrates for $100 million. $INGR PR link.

CA Technologies(PBR520) completes $480 million acquisition of Agile software development & services provider Rally Software(NYSE: RALY). $CA PR link.

Curtiss-Wright(PBR771) expands stock repurchase program to $300 million. $CW PR link.

Walter Energy(PBR920) gets delisting notice from NYSE because of stock price non-compliance. $WLT PR link.

Micron Technology(PBR166) hires Trevor Schulze as Chief Information Officer. $MU PR link.

Fifth Third Bancorp(PBR345) President/COO Greg Carmichael to become President/CEO on 11/01/15, will succeed retiring Kevin Kabat. $FITB PR link.

Darden Restaurants(PBR393) hires Jeff Davis as SVP/CFO, effective 07/16/15, reports to CEO Gene Lee. $DRI PR link.

Sprouts Farmers Market(PBR789) hires Shawn Gensch as Chief Marketing Officer, Dan Sanders as EVP of store operations. $SFM PR link.

Acxiom(PBR1073) hires Jeremy Allen as President of $445 million Marketing Services Division. $ACXM PR link.

The US Federal Reserve says May Consumer Credit increased at 5.75% annual rate, Revolving Credit 2%, Nonrevolving Credit 7%. FRB PR link.

The US Federal Reserve in its Federal Open Market Committee minutes of its 06/16-17/15 meeting says that economic activity is expanding moderately after little 1st quarter change. FRB PR link.

Tuesday, July 7:
Cisco(PBR58) to acquire private cloud based service renewals firm MaintenanceNet for $139 million. $CSCO PR link.

Carnival Corp(PBR176) gets US approval for travel to Cuba, expects to start in May, 2016. $CCL PR link.

Allergan(PBR297) gets exclusive worldwide rights licensing agreement for Merck(PBR63) CGRP migraine development program for $250 million plus incentives. $MRK PR link.

Frontier Communications(PBR497) hires Kathleen Weslock as EVP/Chief People Officer, effective 07/13/15, reports to President/CEO Daniel McCarthy. $FTR PR link.

Xylem(PBR581) hires Kairus Tarapore as SVP/Chief Human Resources Officer, effective 07/27/15, reports to President/CEO Patrick Decker. $XYL PR link.

The US Dept of Labor says May Job Openings were at 5.4 million, hires at 5.0 million, separations at 4.7 million. USDOL PR link.

The US Dept of Commerce says May International Trade deficit was -$41.9 billion on exports of $188.6 billion, imports of $230.5 billion. USDOC PR link.

Monday, July 6:
Cardinal Health(PBR27) completes acquisition of generics/OTC medications distributor The Harvard Drug Group for $1.115 billion. $CAH PR link.

Dollar Tree(PBR329) completes $9.2 billion cash/stock acquisition of discount retailer Family Dollar(PBR252). $DLTR PR link.

Advance Auto Parts(PBR382) to replace recently acquired Family Dollar on the S&P500 on 07/08/15. $AAP PR link.

LINN Energy(PBR810) sells remaining Permian Basin Wolfcamp acreage for $281 million. $LINE PR link.

SunEdison(PBR888) and spinoff TerraForm Power to acquire 930 megawatt contracted wind portfolio from Invenergy for $2 billion. $SUNE PR link.

JPMorgan Chase(PBR20) Stacey Friedman to succeed Steve Cutler next year as General Counsel; Cutler to be appointed Vice Chairman. $JPM PR link.

Axiall(PBR503) EVP Timothy Mann appointed Interim President/CEO upon immediate retirement of Paul Carrico, new CEO search starts. $AXLL PR link.

Friday, July 3:
US Stock Markets Closed
in Observance of Independence Day.

Give Thanks & Celebrate
Our History and Freedoms.

Humana(PBR71) to be acquired by Aetna(PBR57) for $230/share, $37 billion cash/stock. $HUM PR link.

Thursday, July 2:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 17,730.11, -1.21% from last Friday, +0.63% MTD/QTD, -0.52% YTD.
NASDAQ closes week at 5,009.21, -1.40% from last Friday, +0.45% MTD/QTD, +5.77% YTD.
SPX closes week at 2,076.78, -1.18% from last Friday, +0.66% MTD/QTD, +0.87% YTD.

Kraft Foods(PBR145) & HJ Heinz complete merger, new company is Kraft Heinz Co, to start trading as NASDAQ: KHC on 07/06/15. $KRFT PR link.

Centene(PBR244) to acquire health care plans provider Health Net(PBR239) for $6.8 billion cash/stock, to close in early 2016. $CNC PR link.

Biogen(PBR358) & AGTC(NASDAQ: AGTC) enter collaboration to develop gene therapies in ophthalmology, Biogen payments could exceed $1 billion. $BIIB PR link.

Barnes & Noble(PBR388) names Ron Boire CEO of Retail, effective 09/08/15; spinoff of College unit planned for August. $BKS PR link.

Freescale Semiconductor(PBR548) & Netherlands based NXP Semiconductor(NASDAQ: NXPI) stockholders approve $11.8 billion merger, to close 2nd half 2015. $FSL PR link.

Aeropostale(PBR868) continues aggressive expansion in Asia with new licensing agreements in India & Indonesia. $ARO PR link.

SunEdison(PBR888) & Gamesa(BME: GAM) form joint venture to develop 1 gigawatt of wind power plants by 2018. $SUNE PR link.

Intel(PBR52) President Renee James leaving, other executive leadership changes announced. $INTC PR link.

The US Dept of Labor says Total June Nonfarm Employment rose by 223,000, compared with an average monthly gain of 250,000 over the prior 12 months. June Unemployment Rate drops 0.2% to 5.3%. USDOL PR link.

The US Dept of Commerce says May New Manufactured Goods Orders were down $4.5 billion, -1.0%, to $470.5 billion, down 9 of last 10 months. USDOC PR link.

Wednesday, July 1:
General Electric(PBR9) $3.3 billion sale of Appliances unit dened by US Dept of Justice; Swedish based Electrolux to fight decision. Electrolux PR link.

Hewlett-Packard(PBR19) Enterprise files Form 10 to become a separate publicly traded company, planned for November. $HPQ PR link.

INTL FCStone(PBR64) merges 3 US subsidiaries into INTL FCStone Financial Inc. $INTL PR link.

DuPont(PBR83) completes spinoff of its Performance Chemicals unit as The Chemours Company, trading as NYSE: CC. $DD PR link.

Hess Corp(PBR114) completes $2.675 billion sale of Bakken midstream assets, establishes Bakken Midstream joint venture with Global Infrastructure Partners valued at $5.35 billion. $HES PR link.

eBay(PBR170) PayPal unit buying international money transfers/remittances processor Xoom(NASDAQ: XOOM) for $25/share, $890 million. $EBAY PR link.

Baxter Intl(PBR179) spinoff Baxalta starts 1st day as biopharmaceutical with base of $6 billion in annual sales. $BXLT PR link.

Chubb Corp(PBR200) to be acquired by Ace Ltd(NYSE: ACE) for $28.3 billion cash/stock, expects to close in 1st quarter 2016. $CB PR link.

MeadWestvaco(PBR439) & Rock-Tenn(PBR278) complete merger, name combined company WestRock(NYSE: WRK)(PBR278). $WRK PR link.

CF Industries(PBR438) to acquire remaining 50% in UK based nitrogen production company GrowHow from Yara Intl for $580 million. $CF PR link.

McGraw Hill(PBR477) JD Power division acquires NADA Used Car Guide. $MHFI PR link.

Constellation Brands(PBR483) to acquire Napa Valley wine brand Meiomi from Copper Cane for $315 million. $STZ PR link.

Energizer Holdings(PBR527) completes spinoff of Household Products division, changes name to Edgewell Personal Care Company, now trading as NYSE: EPC. $EPC PR link.

Energizer Holdings(PBR527) completes spinoff as a public company from parent Edgewell Personal Care Co. $ENR PR link.

Apollo Global Mgmt(PBR531) acquires 2 million clients business/home security firm Protection 1 & also ASG Security. $APO PR link.

Patterson Cos(PBR563) to sell its medical business to Madison Dearborn Ptnrs for $715 million cash. $PDCO PR link.

Graham Holdings(PBR610) completes spin-off of separate publicly traded company Cable ONE(NYSE: CABO). $GHC PR link.

American Tower(PBR625) closes acquisition of 4,700 communication sites in Nigeria from Bharti Airtel. $AMT PR link.

Caesars Entertainment(PBR301) announces Mark Frissora has assumed role of President/CEO. $CZR PR link.

Peabody Energy(PBR355) promotes Amy Schwetz to EVP/CFO, upon resignation of Michael Crews. $BTU PR link.

Men’s Wearhouse(PBR781) hires Bruce Thorn as COO, reports to CEO Doug Ewert. $MW PR link.

The US Dept of Commerce reports that May Construction Spending was at a $1,035.8 billion annual rate, +0.8% from April, +8.2% from May 2014. USDOC PR link.

The PBR1000 June 2015 Breaking News Recap is posted on the BLOG page. You can also click here.

(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 freedigitalphotos.net, Sujin Jetkasettakorn.)

The PBR1000 June 2015 Stocks/Commodities Snapshots

ID-100213365 Profit Loss Risk-jscreationzs

Welcome to the World of Stock Trading!
What is Your Risk Level?

 

By Larry C. Paxton

The PBR1000 June 2015 Snapshots include news and stocks data on 1,062 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook. If you are not a current Subscriber just click here to get your 13 month subscription and download the June edition of The PBR1000 Snapshots.

The first half of 2015 was finishing pretty strong. The NASDAQ had reached new highs, the S&P500 was closing in on a new record, and the DJIA was climbing. Then the bottom dropped out on the last few trading days, especially on June 29th. The Greek drama took most of the blame, but the moderately growing US economy still feels a little fragile, and the rest of the world appears more shaky.

This sets the stage for the 2nd half of the year. Will the Federal Reserve raise interest rates once or twice, or not at all? Will there be a Greek exit? A few other Eurozone countries continue to struggle, could there be a domino effect?

Nevertheless, every month there are a significant number of gainers over the previous month and year-to-date. There are investment opportunities.

In the following tables the stock price is for the close of trading on June 30th, Month % Chg is compared to May 29th, YTD % Chg is compared to December 31, 2014, and the 18 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,062 companies currently tracked by The PBR1000.

Company Price
06/30/15
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
The PBR1000 74,815.34 -1.19 +1.12 +13.29

 

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

Table 2 Summary: The range was +75.81% to -70.73%. 361 out of 1,062 stock prices were up 0.00% or more, or 33.99% of the companies tracked. The median was a loss of 2.17%.

Company PBR
Rank
Symbol Price
06/30/15
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Alliance One Intl
804 AOI 23.91 +75.81 +51.33 -21.61
HCC Insurance
760 HCC 76.84 +34.38 +43.57 +66.54
Coty
524 COTY 31.97 +28.24 +54.74 +109.64
OM Group
1059 OMG 33.60 +26.60 +12.75 -7.72
Pep Boys
874 PBY 10.13 +21.13 +24.95 +1.07

 

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

Table 3 Summary: The range was +112.41% to -84.20%. 535 out of 1,062 stock prices were up 0.00% or more, or 50.38% of the companies tracked. The median was a gain of 0.04%

Company PBR
Rank
Symbol Price
06/30/15
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Conn’s
1052 CONN 39.70 +7.33 +112.41 -49.55
Skechers USA
922 SKX 109.79 +3.70 +98.71 +231.39
Netflix
534 NFLX 6566.94 +5.27 +92.31 +78.43
McDermott Intl
734 MDR 5.34 -2.20 +83.51 -41.70
Pinnacle Entertainment
993 PNK 37.28 +0.84 +67.55 +43.44

 

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

Table 4 Summary: Range was +231.39% to -99.41%. 655 out of 1,056 stock prices were up 0.00% or more, or 62.03% of the companies tracked. The median was a gain of 7.26%.

Company PBR
Rank
Symbol Price
06/30/15
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
Skechers USA
922 SKX 109.79 +3.70 +98.71 +231.39
Electronic Arts
603 EA 66.50 +5.97 +41.44 +189.89
Centene
244 CNC 80.40 +6.72 +54.82 +172.73
Freescale Semiconductor
548 FSL 39.97 -11.41 +58.42 +149.03
Hawaiian Holdings
849 HA 23.75 -1.94 -8.83 +146.63

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
06/30/15
Mo
% Chg
YTD
% Chg
18 Mos
% Chg
DJIA 17,619.51 -2.17 -1.14 +6.29
NASDAQ 4,986.87 -1.64 +5.30 +19.40
S&P500 2,060.36 -2.23 +0.07 +11.47
Gold 1,173.10 -1.46 -1.00 -2.43
Silver 15.66 -6.28 +0.38 -19.15
Oil 58.67 -2.57 +10.14 -35.67

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers 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 click here to go to the PBRMarketTools.com Order page.)

(Photo made available through freedigitalphotos.net, jscreationzs.)

The PBR1000 May 2015 Stocks/Commodities Snapshots

ID-100143639 Data Analysis-adamr

Should All Decisions Be Based On Data Analysis?
When Do You Take Action Based On A Strong Hunch?

 

By Larry C. Paxton

The PBR1000 May 2015 Snapshots include news and stocks data on 1,062 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook.


A unique feature of May 2015 is that after many years all the major US stock market exchanges registered new record closing highs in the same month. As temperatures rose across the US the stock markets showed less volatility, especially in the second half of May. Will that trend continue through the summer?

Key commodities also showed gains in May. But employment figures, new and used home sales, manufacturing, and many other economic indicators continue to be mixed. As a result, the Federal Reserve continues to be cautious about when it thinks it will start increasing interest rates.

In the following tables the stock price is for the close of trading on May 29th, Month % Chg is compared to April 30th, YTD % Chg is compared to December 31, 2014, and the 17 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,062 companies currently tracked by The PBR1000.

Company Price
05/29/15
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
The PBR1000 76,157.82 +0.86 +2.44 +13.36

 

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

Table 2 Summary: The range was +32.25% to -49.70%. 611 out of 1,062 stock prices were up 0.00% or more, or 57.53% of the companies tracked. The median was a gain of 0.84%.

Company PBR
Rank
Symbol Price
05/29/15
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
Conn’s
1052 CONN 36.99 +32.25 +97.91 -52.99
Humana
71 HUM 214.65 +29.62 +49.45 +107.95
Broadcom
313 BRCM 56.85 +28.61 +31.20 +91.77
Triple-S Mgmt
803 GTS 24.00 +28.21 +0.38 +23.46
Pall Corp
708 PLL 124.44 +27.87 +22.95 +45.80

 

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

Table 3 Summary: The range was +220.00% to -77.94%. 593 out of 1,062 stock prices were up 0.00% or more, or 55.84% of the companies tracked. The median was a gain of 1.72%

Company PBR
Rank
Symbol Price
05/29/15
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
NII Holdings
495 NIHDQ 0.06 -8.57 +220.00 -97.67
Conn’s
1052 CONN 36.99 +32.25 +97.91 -52.99
Skechers USA
922 SKX 105.87 +17.74 +91.62 +219.56
McDermott Intl
734 MDR 5.46 +4.00 +87.63 -40.39
Netflix
534 NFLX 624.06 +12.14 +82.68 +69.50

 

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

Table 4 Summary: Range was +171.42% to -97.65%. 688 out of 1,057 stock prices were up 0.00% or more, or 65.09% of the companies tracked. The median was a gain of 10.60%.

Company PBR
Rank
Symbol Price
05/29/15
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
Skechers USA
922 SKX 105.87 +17.74 +91.62 +219.56
Freescale Semiconductor
548 FSL 58.09 +15.43 +78.83 +181.12
Electronic Arts
603 EA 39.09 +8.03 +33.48 +173.56
Centene
244 CNC 20.53 +21.54 +45.08 +155.56
Hawaiian Holdings
849 HA 23.08 +4.94 -7.02 +151.51

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
05/29/15
Mo
% Chg
YTD
% Chg
17 Mos
% Chg
DJIA 18,010.68 +0.95 +1.05 +8.65
NASDAQ 5,070.03 +2.60 +7.05 +21.39
S&P500 2,107.39 +1.05 +2.36 +14.01
Gold 1,190.50 +0.80 +0.47 -0.98
Silver 16.71 +3.40 +7.12 -13.73
Oil 60.23 +0.82 +13.07 -33.96

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers 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 click here to go to the PBRMarketTools.com Order page.)

(Photo made available through freedigitalphotos.net, jscreationzs.)

The PBR1000 April 2015 Stocks/Commodities Snapshots

ID-100326596 World Stocks Chart-jscreationzs

Which Directions Did Your Stocks Go In April?

 

By Larry C. Paxton

The PBR1000 April 2015 Snapshots include news and stocks data on 1,065 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook.


At the end of April it was good to see that the stock exchanges were in the black in all time ranges. However, the journey to get there still involved a lot of fluctuations throughout the month. One highlight was NASDAQ reaching a new high close during the month, the first time in years.

Economic indicators are still mixed. The Federal Reserve continues to be cautious about when it will inevitably have to start to increase interest rates and the rationale for doing justifying that action. This  sets the stage for May. It will be interesting to see how investors respond as a new set of indicators come out and company quarterly SEC reports are filed.

 

In the following tables 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, 2014, and the 16 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,065 companies currently tracked by The PBR1000.

Company Price
04/30/15
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
The PBR1000 288,901.61 -1.76 -3.81 +17.88

 

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

Table 2 Summary: The range was +75.00% to -30.67%. 443 out of 1,065 stock prices were up 0.00% or more, or 41.60% of the companies tracked. The median was a loss of 1.12%.

Company PBR
Rank
Symbol Price
04/30/15
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
NII Holdings
495 NIHDQ 0.07 +75.00 +250.00 -97.45
Windstream
410 WIN 11.68 +57.84 +41.75 +46.37
Tidewater
1004 TDW 27.69 +44.67 -14.56 -53.28
iHeartRadio
396 IHRT 6.75 +42.11 -18.18 +3.37
McDermott Intl
734 MDR 5.25 +36.72 +80.41 -42.69

 

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

Table 3 Summary: The range was +250.00% to -65.58%. 573 out of 1,065 stock prices were up 0.00% or more, or 53.80% of the companies tracked. The median was a gain of 1.09%

Company PBR
Rank
Symbol Price
04/30/15
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
NII Holdings
495 NIHDQ 0.07 +75.00 +250.00 -97.45
McDermott Intl
734 MDR 5.25 +36.72 +80.41 -42.69
Pinnacle Entertainment
993 PNK 36.76 +1.86 +65.21 +41.44
Netflix
534 NFLX 556.50 +33.55 +62.91 +51.15
Skechers USA
922 SKX 89.92 +25.05 +62.75 +171.42

 

Table 4: The PBR1000 Top 5 16 Months Stock Price % Gainers

Table 4 Summary: Range was +171.42% to -97.65%. 688 out of 1,060 stock prices were up 0.00% or more, or 64.91% of the companies tracked. The median was a gain of 9.94%.

Company PBR
Rank
Symbol Price
04/30/15
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
Skechers USA
922 SKX 89.92 +25.05 +62.75 +171.42
Electronic Arts
603 EA 58.09 -1.23 +23.56 +153.23
Freescale Semiconductor
548 FSL 39.09 -4.10 +54.93 +143.55
JetBlue Airways
441 JBLU 20.53 +6.65 +29.45 +140.40
Hawaiian Holdings
849 HA 23.08 +4.79 -11.40 +139.67

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
04/30/15
Mo
% Chg
YTD
% Chg
16 Mos
% Chg
DJIA 17,840.52 +0.36 +0.10 +7.62
NASDAQ 4,941.42 +0.83 +4.34 +18.31
S&P500 2,085.51 +0.85 +1.29 +12.83
Gold 1,181.10 -0.18 -0.32 -1.76
Silver 16.16 -2.65 +3.59 -16.57
Oil 59.74 +25.50 +12.15 -34.50

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers 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 click here to go to the PBRMarketTools.com Order page.)

(Photo made available through freedigitalphotos.net, jscreationzs.)

The PBR1000: The April 2015 Breaking News Recap!

ID-100287519 Politics-Stuart Miles

The 2016 Race for the US Presidency Has Started.
What Promises for Economic and Business Growth Can We Expect?

 

By Larry C. Paxton

Activity in The PBR1000 companies during April 2015 was a bit like the start of the 2016 race for the US presidency. There was some activity, like Hillary Clinton announcing her bid and then the quiet followup with her initial road trip. On the business side perhaps Apple(PBR4) came the closest by announcing the Apple Watch and accepting initial orders. The falling apart of the Comcast(PBR44)/Time Warner Cable(PBR125) merger provided some excitement and the Mylan(PBR36) dance with Perrigo(PBR564) and Israel based Teva Pharmaceuticals has provided some entertainment, too.

Following are The PBR1000 and economic news items of note for April 2015 starting with the last active day.

Thursday, April 30:
The PBR1000 Monthly US Stock Exchanges Snapshot:
DJIA closes month at 17,840.52, -1.33% from last Friday, +0.36% MTD/QTD, +0.10% YTD.
NASDAQ closes month at 4,941.42, -2.96% from last Friday, +0.83% MTD/QTD, +4.34% YTD.
SPX closes month at 2,085.51, -1.52% from last Friday, +0.85% MTD/QTD, +1.29% YTD.

AmerisourceBergen(PBR16) authorizes $1 billion shares buyback program. $ABC PR link.

Boulevard Acquisition(NASDAQ: BLVD) to acquire AgroFresh business from Dow Chemical(PBR48) for $810 million, make it a public company. $BLVD PR link.

Harley-Davidson(PBR417) to begin direct distribution to Canadian independent dealers in August per agreement with current exclusive distributor. $HOG PR link.

NII Holdings(PBR495) completes $1.875 billion sale of its Nextel Mexico operations to AT&T(PBR12). $NIHDQ PR link.

Crown Castle(PBR670) to acquire Quanta Services(NYSE: PWR) subsidiary fiber networks provider Sunesys for $1.0 billion cash. $CCI PR link.

Tesla(PBR887) CEO Elon Musk announces new Tesla battery energy storage emphasis for homes & businesses. $TSLAI PR link.

Sears Holdings(PBR82) & Macerich(PBR1090) create 50/50 joint venture Involving 9 Sears properties located at Macerich malls. $MAC PR link.

Discover Financial(PBR281) promotes Julie Loeger to SVP, Chief Marketing Officer for US Cards, reports to president/COO. $DFS PR link.

Booz Allen Hamilton(PBR437) promotes VP Gary Voellger to Chief Ethics & Compliance Officer, reports to President/CEO Horacio Rozanski. $BAH PR link.

Analog Devices(PBR738) promotes John Hassett to SVP Worldwide Manufacturing, reports to President/CEO Vincent Roche. $ADI PR link.

The US Dept of Commerce reports that March Personal Income & Personal Disposable Income was up less than 0.1% over February. USDOC PR link.

FreddieMac(PBR33) says homeowners who refinanced through the HARP program in 1Q15 are saving $290/mo on a $200,000 loan in the first year. $FMCC PR link.

FreddieMac(PBR33) says the Average 30 Year Fixed Mortgage Rate at 3.68% with 0.6 fees/points. $FMCC PR link.

Wednesday, April 29:
Express Scripts(PBR21) announces $5.5 billion accelerated shares repurchase transaction. $ESRX PR link.

Ashland(PBR404) completes $1.35 billion shares buyback program, authorizes a new $1 billion program to expire 12/31/17. $ASH PR link.

Perrigo(PBR564) rejects Mylan(PBR360) $75/share plus 2.3 Mylan shares offer, says still effectively below 1st offer. $PRGO PR link.

Israeli based Teva Pharmaceuticals(NYSE: TESA) sends letter to Mylan(PBR360) board justifying its $82/share, $43 billion offer. $TEVA PR link.

Mylan(PBR360) sends 3rd acquisition offer to Perrigo(PBR564), $75/share plus 2.3 Mylan shares, effective $232.23/share. $MYL PR link.

ITT Educational(PBR1078) CFO Dan Fitzpatrick retiring 10/29/15; 2015 enrollment at 51,201. $ESI PR link.

Kellogg Co(PBR188) promotes Paul Norman to President, North America, reports to Chairman/CEO John Bryant. $K PR link.

GrafTech(PBR1056) CFO Erick Asmussen leaving, VP Finance/Treasurer Quinn Coburn to also be Interim CFO. $GTI PR link.

The US Dept of Commerce reports that the 1Q15 Gross Domestic Product was at 0.2% annual rate, $17.71T, down from 4Q14 2.2%. GDP PR link.

The US Federal Reserve System Open Market Committee issues its latest statement on the US economy, no set timeframe to up interest rates from 0%, long term goal is 2%. FOMC PR link.

Tuesday, April 28:
Tyson Foods(PBR80) to eliminate human antibiotics from broiler chicken flocks by 2017. $TSN PR link.

T-Mobile US(PBR115) has 1.8 million net wireless subscriber adds during 1st quarter 2015, 8th consecutive quarter over 1 million. $TMUS PR link.

MasterCard(PBR310) to acquire cloud-based analytics provider Applied Predictive Technologies for $600 million. $MA PR link.

HRG Group(PBR412) completes $1.4 billion sale of Armored AutoGroup to subsidiary Spectrum Brands(PBR529). $HRG PR link.

Iron Mountain(PBR666) to acquire Australian based digital/physical document information management firm Recall Holdings for $2 billion. $IRM PR link.

UPS(PBR50) promotes Corporate Controller/Treasurer Richard Peretz to CFO, effective 07/01/15, succeeds retiring Kurt Kuehn. $UPS PR link.

Anadarko Petroleum(PBR193) promotes Darrell Hollek to EVP, US Onshore Production & Exploration, reports to Chairman/President/CEO Al Walker. $APC PR link.

JCPenney(PBR228) board member Mary Beth West joins as EVP, Chief Customer & Marketing Officer. $JCP PR link.

Apollo Education Group(PBR668) SVP/CFO Brian Swartz resigning effective 05/15/15, Joseph D’Amico named Interim CFO. $APOL PR link.

Endo International(PBR741) hires Matthew Maletta as EVP/Chief Legal Officer, effective 05/04/15, succeeds retiring Caroline Manogue. $ENDP PR link.

The US Dept of Commerce reports that the US Homeownership Rate for 1st quarter 2015 was at 63.7%, -1.1% from 1st quarter 2014, -0.3% from 4th quarter 2014. USDOC PR link.

Monday, April 27:
Freddie Mac(PBR33) reaches the $100 billion milestone in multifamily K-Deal securitizations. $FMCC PR link.

ESPN goes to court to force Verizon(PBR15) to change pay-TV offering The Street article link.

Applied Materials(PBR335) & Tokyo Electron terminate $29 billion merger agreement per US Dept of Justice requirements. $AMAT PR link.

Applied Materials(PBR335) authorizes $3 billion 3 year shares buyback program to start in the 3rd quarter. $AMAT PR link.

Mylan(PBR360) rejects Teva Pharmaceuticals(NYSE: TEVA) $82/share, $40 billion buyout offer as undervalued & risky. $MYL PR link.

Celgene(PBR381) to acquire private biotech cancer discovery company Quanticel Pharmaceuticals for $100 million plus up to $385 million based on milestones achieved. $CELG PR link.

Corinthian Colleges(PBR974) announces cessation of effectively all operations, all campuses now closed. $COCO PR link.

Flowserve(PBR477) hires Karyn Ovelmen as EVP/CFO, effective 06/01/15. $FLS PR link.

Fortune Brands(PBR551) hires Nicholas Fink as SVP of Global Growth & Development, effective 06/01/15. http://bit.ly/1dmvCL8$FBHS PR link.

Friday, April 24:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 18,080.14, +1.42% from last Friday, +1.71% MTD/QTD, +1.44% YTD.
NASDAQ closes week at 5,092.09(R), +3.25% from last Friday, +3.90% MTD/QTD, +7.52% YTD.
SPX closes week at 2,117.69(R), +1.75% from last Friday, +2.41% MTD/QTD, +2.86% YTD.

Comcast(PBR44) terminates $45 billion merger agreement with Time Warner Cable(PBR125) & transactions agreement with Charter Communications(PBR320). $CMCSA PR link.

DISH(PBR201) comments on termination of Comcast(PBR44)/Time Warner Cable(PBR125) merger. $DISH PR link.

Dover(PBR295) completes sale of its precision-engineered components Sargent Aerospace & Defense unit to RBC Bearings(NASDAQ: ROLL) for $500 million. $DOV PR link.

Mylan(PBR360) makes 2nd unsolicited bid for Perrigo(PBR564) for $60/share & 2.2 shares of Mylan, $33 billion cash/stock deal. $MYL PR link.

Perrigo(PBR564) rejects Mylan’s(PBR360) 2nd unsolicited $60 share & 2.2 shares acquisition offer saying it is less than the initial rejected offer. $PRGO PR link.

Scholastic Corp(PBR923) to sell educational technology & services business unit to Houghton Mifflin for $575 million. $SCHL PR link.

Riverbed Technology(PBR1085) acquisition by private equity firm Thomas Bravo & Ontario(Canada) Teachers Pension Plan for $21/share, $3.6 billion cash is completed, now a private company. $RVBD PR link.

Thursday, April 23:
Happy 451st Birthday, Shakespeare!

NASDAQ closes at 5,056.06, first new record close in over 15 years. NASDAQ PR link.

The US Dept of HUD reports that the March New Family Home Sales Annual Rate was at 481,000, -11.4% from February, +19.4% from March 2014. HUD PR link.

Wednesday, April 22:
45th Anniversary of Earth Day. Do something nice for the environment today.

AT&T(PBR12) reports 1.2 million total wireless net adds in 1st quarter, DIRECTV(PBR90) $67 billion acquisition on target for 2nd quarter. $T PR link.

Google(PBR46) announces Project Fi which includes a partnership with T-Mobile(PBR115) & Sprint(PBR162) to provide an optimal fast and easy wireless service. $GOOG PR link.

Coca-Cola Co(PBR59) signs additional letters of intent with Coca-Cola bottlers in refranchising effort. $KO PR link.

Macy’s(PBR97) does exclusive US launch of intimate apparel brand HEIDI by model/TV personality Heidi Klum. $M PR link.

Ashland(PBR404) promotes Luis Fernandez-Moreno to SVP & President of Chemicals Group, reports to chairman/CEO. $ASH PR link.

SunEdison(PBR888) promotes Pancho Perez to EVP/COO. $SUNE PR link.

The National Association of Realtors reports that the March Existing Home Sales were at a 5.19 million annual rate, +6.1% from February, +10.4% from March 2014. NAR PR link.

Tuesday, April 21:
General Motors(PBR7) sold 2.4 million vehicles worldwide in 1st quarter 2015. $GM PR link.

Verizon(PBR15) announces new FiOS customizable pay-TV service. $VZ PR link.

Archer-Daniels-Midland(PBR28) acquires corn processing plants in Bulgaria, Turkey, increases ownership stake in Hungary, for $258 million. $ADM PR link.

Humana(PBR71) acquires multi-state nurse practitioner in home visits provider Your Home Advantage, terms not disclosed. $HUM PR link.

Baker Hughes(PBR124) is cutting 17% of workforce, 10,500 positions, due to drop in oil prices. $BHI PR link.

Mylan(PBR360) is sent an $82/share, $40 billion in cash/stock offer to be acquired by Israel based Teva Pharmaceuticals(NYSE: TEVA). $MYL PR link.

Gannett(PBR458) says TEGNA is to be name of spin-off broadcasting/digital company, will trade as NYSE: TGNA. $GCI PR link.

Perrigo(PBR564) rejects unsolicited $205/share, $29 billion bid from Mylan(PBR360), says offer is undervalued. $PRGO PR link.

FMC Corp(PBR578) completes $1.8 billion acquisition of Denmark based multinational crop protection company Cheminova. $FMC PR link.

Monday, April 20:
Raytheon(PBR118) to invest $1.57 billion for majority ownership in venture with Vista Equity Partners’ Websense unit to provide cyber security services. $RTN PR link.

Groupon(PBR750) to sell 46% stake, retain a 41% stake, in Ticket Monster to partnership of KKR(PBR272)/Anchor Equity for $360 million. $GRPN PR link.

Prologis(PBR937) unit partnership to acquire real estate assets & operating platform of KTR Capital Partners for $5.9 billion. $PLD PR link.

Hyatt Hotels(PBR549) appoints Atish Shah as SVP, Interim CFO. $H PR link.

Friday, April 17:
The PBR1000 Weekly US Stock Exchanges Snapshot:
DJIA closes week at 17,826.30, -1.28% from last Friday, +0.28% MTD/QTD, +0.02% YTD.
NASDAQ closes week at 4,931.81, -1.28% from last Friday, +0.63% MTD/QTD, +4.13% YTD.
SPX closes week at 2,081.18, -0.99% from last Friday, +0.64% MTD/QTD, +1.08% YTD.

Ford Motor(PBR8) to invest $2.5 billion to build new engine & transmission plants in Mexico. $F PR link.

Costco(PBR18) reauthorizes up to $4 billion shares repurchase program to expire in April, 2019. $COST PR link.

Raytheon(PBR118) awarded an over $2 billion contract for an international Patriot Air & Missile Defense System. $RTN PR link.

Alpha Natural Resources(PBR478) plans to restore compliance with NYSE minimum stock price average of $1.00/share over last 30 days. $ANR PR link.

Hudson City Bancorp(PBR1022) & M&T Bank Corp(PBR516) agree to extend merger deadline from 04/30/15 to 10/31/15, waiting for regulatory approval. $HCBK PR link.

New York Times(PBR982) promotes Meredith Kopit Levien to Chief Revenue Officer, reports to President/CEO Mark Thompson. $NYT PR link.

Centrus Energy(PBR1035) SVP/COO Bob Van Namen is stepping down on 05/29/15. $LEU PR link.

The US Dept of Labor reports that the March Current Average/Hour Earnings were at $24.86, up from February’s $24.79, up from March 2014’s $24.34. USDOL PR link.

The US Dept of Labor reports that the March Consumer Price Index-Urban was +0.2%, was -0.1% over the last 12 months. USDOL PR link.

Thursday, April 16:
PPG Industries(PBR183) to do 2:1 stock split after close on 06/12/15. $PPG PR link.

Ecolab(PBR204) to acquire the Travelers North Tower in St. Paul, MN, as new world headquarters. $ECL PR link.

Discover Financial(PBR281) authorizes $2.2 billion shares repurchase program. $DFS PR link.

Alliance Data(PBR540) increases 2015 stock repurchase program from $600 million to $1 billion. $ADS PR link.

Carlyle Group(PBR528) names former WalMart(PBR1) President/CEO Mike Duke as Operating Executive for the Consumer & Retail Group. $CG PR link.

SunEdison(PBR888) hires Cathy Zoi as CEO of its Rural Electric Utility Company unit. $SUNE PR link.

Cytec Industries(PBR901) promotes Carmelo Lo Faro, PhD, to VP/Chief Technology Officer. $CYT PR link.

The US Dept of Commerce reports that the March rate for Private Housing Building Permits was at 1,039,000/year, -5.7% from February, +2.9% from March 2014 USDOC PR link.

FreddieMac(PBR33) reports that 30 year fixed rate mortgages averaged 3.67% with 0.7 point for the week ending 04/16/15, was 4.27% a year ago FreddieMac PR link.

The American Petroleum Institute reports that March petroleum deliveries averaged 19.2 million barrels/day, -0.6% from February, +3.4% from March 2014. API PR link.

Wednesday, April 15:
Happy Income Tax Day!

Panera Bread(PBR794) increases shares repurchase program to $750 million, to sell/refranchise 73 company owned stores. $PNRA PR link.

Rackspace(PBR989) hires Scott Crenshaw as SVP Strategy & Product, reports to President/CEO Taylor Rhodes. $RAX PR link.

Freddie Mac(PBR33) hires Anil Hinduja as EVP/Chief Enterprise Risk Officer, reports to CEO Donald Layton. $FMCCX PR link.

CNA Financial(PBR263) hires Andrew Pinkes to be EVP CNA Worldwide Property & Casualty, reports to Chairman/CEO Tom Motamed, effective 05/18/15. $CNA PR link.

The US Federal Reserve Bank reports that Industrial Production was -0.6% in March, was +0.1% in February, -1.0% annual rate, effect of oil. FRB PR link.

The US Federal Reserve Bank releases the April Beige Book, summary of comments from businesses. FRB PR link.

Tuesday, April 14:
CSX(PBR224) authorizes $2 billion shares repurchase program over 24 months. $CSX PR link.

Host Hotels(PBR456) announces leadership reorganization in investment team for US West & East coasts. $HSTPR link.

The US Dept of Labor reports that the March Producer Price Index for Final Demand, a measure of inflation, was +0.2%, after -0.5% in February, -0.8% in January, -0.8% for the past 12 months. USDOL PR link.

The US Dept of Commerce reports in the Advance Report for Monthly Retail & Food Sales that March was at $441.4 billion, +0.9% from February, +1.3% over March 2014. USDOC PR link.

Monday, April 13:
Apple(PBR4) is estimated to have presold 1 million Apple Watches in the first weekend according to digital media analytics firm Slice Intelligence. SI PR link.

PepsiCo(PBR43) & NBA enter multiyear partnership; Chinese partner Tingyi’s Master Kong becomes basketball league beverage provider. $PEP PR link.

Sears Holding(PBR82) contributes 10 properties in 50/50 real estate partnership with Simon Property(PBR455). $SHLD PR link.

Citigroup(PBR26) CEO of Global Consumer Bank Manuel Medina-Mora retiring, Stephen Bird to succeed him on 06/01/15; other management changes announced. $C PR link.

Microsoft(PBR30) hires Kurt DelBene as EVP Corporate Strategy and Planning, reports to the CEO. $MSFT PR link.

Best Buy(PBR67) Chairman Hatim Tyabji to retire 06/09/15, CEO Hubert Joly to add role at that time. $BBY PR link.

eBay(PBR170) hires 3 executives to key leadership roles in preparation for spin-off. $EBAY PR link.

The US Dept of Treasury reports that for the 6 months through March Fiscal YTD Receipts were $1.42 trillion, Outlays $1.86 trillion, deficit $0.44 trillion. USDOT PR link.

Republican Senator from Florida Marco Rubio makes it official that he is a candidate to be the next US President. MR campaign link.

Sunday, April 12:
Former First Lady, Senator from New York, and Secretary of State Democrat Hillary Clinton announces that she is a candidate to be the next US President. HC campaign link.

Friday, April 10:
DJIA closes week at 18,057.65, +1.65% from last Thursday, +1.58% MTD/QTD, +1.31% YTD.
NASDAQ closes week at 4,995.98, +2.23% from last Thursday, +1.94% MTD/QTD, +5.49% YTD.
SPX closes week at 2,102.06, +1.70% from last Thursday, +1.65% MTD/QTD, +2.10% YTD.

Ford Motor(PBR8) reports it sold 296,825 vehicles in China during the 1st quarter, up 9% from last year. $F PR link.

General Electric(PBR9) in major restructuring to sell most of its GE Capital real estate assets for $26.5 billion to Blackstone(PBRPBR374) & Wells Fargo(PBR29); authorizes $50 billion shares buyback program through 2018. $GE PR link.

Blackstone Group(PBR374) to acquire retail REIT firm Excel Trust(NYSE: EXL) for $15.85/share, $2 billion. $EXL PR link.

The US Dept of Labor reports that the March US Import Prices Index was -0.3%, was +0.2% in February; the March US Exports Prices Index was +0.1%, was -0.2% in February. USDOL PR link.

Thursday, April 9:
eBay(PBR170) provides further information on plan to separate PayPal & working arrangements. $EBAY PR link.

Sprint(PBR162) to open 1,435 Sprint-RadioShack locations acquired by General Standard, to add 3,500 employees. $S PR link.

PG&E(PBR175) fined $1.6 billion by the California Public Utilities Commission for unsafe gas transmission lines operation, including the 2010 San Bruno pipeline rupture. CPUC PR link.

PG&E(PBR175) responds to CPUC $1.6 billion fine, says lessons will not be forgotten. $PCG PR link.

Avis Budget(PBR326) completes $160 million acquisition of largest independent Italian car rental company The Maggiore Group. $CAR PR link.

Harman Intl(PBR448) completes $780 million acquisition of private 8,000 employee $370 million/year software services company Symphony Teleca. $HAR PR link.

Acxiom(PBR1073) hires Rick Erwin to be President/GM of new division Audience Solutions, reports to CEO Scott Howe. $ACXM PR link.

The US Dept of Commerce says February Monthly Wholesale Sales were $444.2 billion, -0.2% from January, -1.5% from February 2014. USDOC PR link.

Wednesday, April 8:
Mylan(PBR360) bids $205/share, $29 billion cash/stock, for fellow generic drugmaker Perrigo(PBR564). $MYL PR link.

HanesBrands(PBR505) completes $200 million acquisition of seller of licensed collegiate logo apparel retailer Knights Apparel. $HBI PR link.

Netherlands based world’s 4th largest oil producer Royal Dutch Shell to acquire UK based liquid natural gas company BG Group for $70 billion in cash/stock. RDS PR link.

The US Federal Reserve Board releases the Federal Open Market Committee minutes from the 03/17-18/15 meeting. FRB PR link.

Tuesday, April 7:
FedEx(PBR61) to acquire Netherlands based logistics provider TNT Express for $8.73/share, $4.8 billion cash. $FDX PR link.

Halliburton(PBR94) to market for sale its drill bits, directional drilling and LWD/MWD businesses in connection with its Baker Hughes(PBR124) acquisition. $HAL PR link.

International Game Techology(PBR876) $6.4 billion acquisition by Italian based GTECH completed, to keep IGT name with headquarters in London. $IGT PR link.

ABM Industries(PBR489) names SVP Treasurer Anthony Scaglione as CFO, succeeds James Lusk who is leaving. $ABM PR link.

Frontier Communications(PBR497) promotes John Lass to EVP Field Operations, reports to CEO Dan McCarthy. $FTR PR link.

The US Dept of Labor in preliminary report says that there were 5.1million US Job Openings in February, 4.9 million hires, and 4.7 million separations. USDOL PR link.

The US Federal Reserve reports that February Consumer Credit at a seasonally adjusted annual rate of 5.6%, revolving credit at 5.0%, nonrevolving credit at 9.4%. USFRB PR link.

Monday, April 6:
Ventas(PBR707) to acquire private $2 billion/yr Ardent Health Care for $1.75 billion. $VTR PR link.

Ventas(PBR707) to spin-off post-acute/skilled nursing facility portfolio into a separate public REIT company 2nd half of 2015. $VTR PR link.

Health Care REIT(PBR693) VP Treasurer Mike Crabtree has retired as planned, Steve Schroeder promoted to the position. $HCN PR link.

Friday, April 3:
Good Friday Observed.
US Stock Exchanges Closed.

The PBR1000: The March 2015 Breaking News Recap is available. Click here for the blog post.

Tesla(PBR887) delivers 10,030 vehicles during the 1st quarter 2015, 55% more than in 2014. $TSLA PR link.

Hub Group(PBR623) promotes Vava Dimond to Chief Information Officer. $HUBG PR link.

BOK Financial(PBR1023) promotes Marc Maun to Chief Credit Officer, reports to President/CEO Steve Bradshaw. $BOKF PR link.

The US Dept of Labor reports that March Total Nonfarm Payroll Employment increased by only 126,000, unemployment rate stays at 5.5% USDOL PR link.

Thursday, April 2:
DJIA closes week at 17,763.24, +0.29% from last Friday, -0.07% MTD/QTD, -0.34% YTD.
NASDAQ closes week at 4,886.94, -0.09% from last Friday, -0.28% MTD/QTD, +3.19% YTD.
SPX closes week at 2,066.96, +0.29% from last Friday, -0.04% MTD/QTD, +0.39% YTD.

Group 1 Automotive(PBR291) has acquired $160 million/yr Prestige Audi in N Miami Beach, FL. $GPI PR link.

Simon Property(PBR455) authorizes 24 month $2 billion shares buyback program. $SPG PR link.

Expedia(PBR496) purchasing Amgen(PBR144) Seattle waterfront campus as headquarters location in 2018. $EXPE PR link.

Dynegy(PBR1000) completes $2.8 billion acquisition of Duke Energy(PBR111) Midwest 7 MWhr commercial generation & retail assets. $DYN PR link.

Ralph Lauren(PBR337) promotes Christopher Peterson to President, Global Brands, Mitchel Kosh to Chief Administration Officer, Robert Madore to CFO. $RL PR link.

Hershey Co(PBR347) promotes President/CEO John Bilbrey to the additional post of Chairman. $HSY PR link.

Mattel(PBR383) Chairman/Interim CEO Christopher Sinclair now CEO, retains Chairman position. $MAT PR link.

Cliffs Natural Resources(PBR422) EVP Business Development P. Kelly Tompkins now EVP/CFO, Clifford Smith now EVP Business Development. $CLF PR link.

Transdigm(PBR798) hires Terrance Paradie as EVP/CFO, to succeed Greg Rufus who is retiring. $TDG PR link.

The US Dept of Commerce reports that the preliminary February International Trade Balance was $186.2 billion in exports, $221.7 billion in imports, US deficit was $35.4 billion. USDOC PR link.

The US Dept of Commerce reports that the February New Orders for Manufactured Goods was up 0.2% over January to $468.3B, 1st up month in 6 months. USDOC PR link.

The US Dept of Labor reports that Unemployment Insured Initial Claims were at 268,000 for the week ending 03/28/15, 20,000 less than the previous week. USDOL PR link.

Wednesday, April 1:
Target(PBR38) to shut all 133 Canadian stores by 04/12/15. $TGT PR link.

AIG(PBR41) completes acquisition of Ireland’s 2nd largest health insurance provider, Laya Healthcare. $AIG PR link.

McDonald’s(PBR96) USA to increase wages on 07/01/15 to $1 above minimum wage at corporate locations, to at least $10/hr by end of 2016; also expanding employee benefits. $MCD PR link.

US Commodity Futures Trading Commission charges Kraft Foods(PBR145) & Mondelez(PBR85) with manipulation of wheat futures & cash wheat prices. CFTC PR link.

Celgene(PBR381) appoints Gerald Masoudi EVP, General Counsel & Corporate Secretary, succeeds retiring Lawrence Stein. $CELG PR link.

FMC Corp(PBR578) completes sale of Alkali Chemicals business to Tronox(PBR907) for $1.64 billion. $FMC PR link.

Carlisle Cos(PBR679) completes acquisition of Graco(PBR1072) Liquid Finishing business assets for $590 million cash. $CSL PR link.

Dynegy(PBR1000) completes $3.45 billion purchase of 6.3 gigawatts of power from Energy Capital Partners. $DYN PR link.

ADP(PBR220) reports that March Private Sector Employment grew by 189,000. $ADP PR link.

The US Dept of Commerce reports that the February annual construction rate was at $967.2 billion, -0.1% from January, +2.1% over February 2014. USDOC PR link.

California governor Jerry Brown issues executive order for state to reduce its water usage by 25%. CA Governor Newsroom PR link.

(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 freedigitalphotos.net, Stuart Miles.)

The PBR1000: The March 2015 Stocks/Commodities Snapshots

ID-100174853 Buy Sell Hold Dice on Computer Stuart Miles

Buy, Hold, or Sell? Use The PBR1000
To Help You Develop Your Strategy!

 

By Larry C. Paxton

The PBR1000 March 2015 Snapshots include news and stocks data on 1,076 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook.

The “Yo-Yo Syndrome” might be in effect in 2015. January was down, February back up, and March was down. The stock exchanges had a lot of big swing days. The DJIA was up 100 or more points on 8 trading days, and there were 7 down days. The biggest swing was a loss of  333 points on March 10.   US economic growth and stability continues to be tepid and fragile as demonstrated by jobs related data.  Rumors on when the Federal Reserve Board will raise interest rates seems to cause some of the up and downs.  The Global economy  has been somewhat shaky as well. Nevertheless, as shown in the tables below, there are some excellent results coming out of the stock market games.

Let’s see if April 2015 continues the “YoYo Syndrome” trend.

In the following tables the stock price is for the close of trading on March 31st, Month % Chg is compared to February 27th, YTD % Chg is compared to December 31, 2014, and the 15 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,076 companies currently tracked by The PBR1000.

Company Price
03/31/15
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
The PBR1000 294,389.27 -1.17 -2.07 +19.99

 

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

Table 2 Summary: The range was +53.60% to -71.43%. 514 out of 1,076 stock prices were up 0.00% or more, or 47.77% of the companies tracked. The median was a loss of 0.25%.

Company PBR
Rank
Symbol Price
03/31/15
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
McDermott Intl
734 MDR 3.84 +53.60 +31.96 -58.08
Pinnacle Entertainment
993 PNK 36.09 +40.21 +62.20 +38.86
Herbalife
486 HLF 42.76 +37.89 +13.42 -45.67
Kraft Foods
145 KRFT 87.12 +35.99 +39.03 +61.59
Travel Centers of America
325 TA 17.44 +27.77 +38.19 +79.06

 

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

Table 3 Summary: The range was +100.00% to -77.73%. 622 out of 1,076 stock prices were up 0.00% or more, or 57.81% of the companies tracked. The median was a gain of 1.90%

Company PBR
Rank
Symbol Price
03/31/15
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
NII Holdings
495 NIHDQ 0.04 -71.43 +100.00 -98.55
Pinnacle Entertainment
993 PNK 36.09 +40.21 +62.20 +38.86
Conn’s
1052 CONN 30.28 +17.14 +62.01 -61.52
Freescale Semiconductor
548 FSL 40.76 +12.88 +61.55 +153.96
Insperity
830 NSP 52.29 +0.95 +54.29 +44.73

 

Table 4: The PBR1000 Top 5 15 Months Stock Price % Gainers

Table 4 Summary: Range was +156.39% to -99.21%. 703 out of 1,071 stock prices were up 0.00% or more, or 65.64% of the companies tracked. The median was a gain of 10.43%.

Company PBR
Rank
Symbol Price
03/31/15
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
Electronic Arts
603 EA 58.82 +2.86 +25.10 +156.39
Freescale Semiconductor
548 FSL 40.76 +12.88 +61.55 +153.96
Centene
244 CNC 70.69 +15.02 +36.13 +139.79
Southwest Airlines
150 LUV 44.30 +2.45 +4.68 +135.14
Hawaiian Holdings
849 HA 22.03 +18.99 -15.45 +128.71

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
03/31/15
Mo
% Chg
YTD
% Chg
15 Mos
% Chg
DJIA 17,776.12 -1.97 -0.26 +7.24
NASDAQ 4,900.89 -1.26 +3.48 +17.34
S&P500 2,067.89 -1.74 +0.44 +11.88
Gold 1,183.20 -2.42 -0.14 -1.59
Silver 16.60 +0.24 +6.41 -14.30
Oil 47.60 -4.34 -10.64 -47.81

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers 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 click here go to the PBRMarketTools.com Order page.)

(Photo made available through freedigitalphotos.net, Stuart Miles.)

 

The PBR1000: The March 2015 Breaking News Recap!

ID-100270408 Under Construction Supertrooper

After The 1st Quarter, 2015 Is Still Very Much Under Construction.

 

By Larry C. Paxton

With the end of March 2015 the 1st Quarter is in the books and it is with mixed results. The economy continues to show slow but steady progress, oil and key commodities prices were pretty stable, and reflected at the gas pump, which seems to have lead to higher consumer optimism about the future.  The Federal Reserve Board  continues to show restraint on raising interest rates, and justifiably so, based on their careful analysis. However, any whisper of an increase in interest rate creates a lot of volatility in the markets, with wide swings on several days throughout March. On the international scene the European Union seems focused on trying to find a resolution with Greece and its obligations, Ukraine is rarely in the news. China is trying to bolster its own economy which is still growing, but certainly not at the rapid pace of years past. The capturing the headlines towards the end of March were the nuclear power countries negotiating with Iran to delay or end its development of nuclear bomb material. So, there are some big question marks as we enter the second quarter, and these can result in huge opportunities or major setbacks, but will probably be somewhere in between. Based on results so far this year, 2015 is still very much under construction.

Following are The PBR1000 and economic news items of note for March 2015 starting with the last active day.

Tuesday, March 31:
DJIA closes month at 17,776.12, +0.36% from last Friday, -1.97% MTD, -0.26% QTD/YTD.
NASDAQ closes month at 4,900.89, +0.20% from last Friday, -1.26% MTD, +3.48% QTD/YTD.
SPX closes month at 2,067.89, +0.33% from last Friday, -1.74% MTD, +0.44% QTD/YTD.

IBM(PBR24) to invest $3 billion over 4 years to establish a new Internet of Things unit. IBM PR link.

Comcast(PBR44) & CFO Michael Angelakis to invest $4.1 billion to create new investment/operating global company. New CFO search starting. CMCSA PR link.

Arrow Electronics(PBR129) completes acquisition of 800 partners government sales specialist immixGroup. ARW PR link.

Charter Communications(PBR320) to acquire 6th largest US cable operator Bright House Networks for $10.4 billion. CHTR PR link.

CBRE Group(PBR346) to acquire Johnson Controls(PBR65) Global Workplace Solutions unit for $1.475 billion cash. CBG PR link.

RadioShack(PBR619) gets okay from bankruptcy judge to sell stores to hedge fund Standard General. Associated Press article PR link.

GNC(PBR739) selects agencies Consigliere, CROSSMEDIA, & 22squared for branding & marketing efforts. GNC PR link.

Macerich(PBR1090) rejects new $95.50/share, $23.5 billion unsolicited offer from Simon Property(PBR455). MAC PR link.

Chevron(PBR3) Vice Chairman & EVP Upstream George Kirkland to retire 06/15/15, Jay Johnson to become EVP Upstream. CVX PR link.

Cameron Intl(PBR269) appoints Justin Rounce as VP Marketing & Chief Technology Officer, reports to Chairman/CEO Jack Moore. CAM PR link.

Campbell Soup(PBR315) promotes Ed Carolan to SVP in new Integrated Global Services unit. CPB PR link.

Equifax(PBR817) promotes Trey Loughran to Chief Marketing Officer, succeeds Paul Springman who is retiring after 24 years. EFX PR link.

The US Dept of Commerce reports that the 4th Quarter 2014 US Net International Position was assets $24.7 billion, liabilities $31.6 billion, deficit of $6.9 billion. USDOC PR link.

Monday, March 30:
UnitedHealthcare(PBR14) OptumRx pharmacy care services unit to acquire pharmacy benefit management company Catamaran(PBR189) for $61.50/share, $12.8 billion. UNH PR link.

Archer-Daniels-Midland(PBR28) to acquire private Belgium based edible oils bottler/distributor AOR NV. ADM PR link.

Best Buy(PBR67) Canadian unit to close Future Shops, consolidate to 192 Best Buy locations, layoff 1,500 employees. BBY PR link.

Alcoa(PBR122) to curtail smelting capacity in Brazil by 04/15/15. AA PR link.

Avis Budget(PBR326) marks 100 million rental days in N America over past 12 months. CAR PR link.

Fortune Brands(PBR551) to acquire kitchen/bathroom cabinetry manufacturer Norcraft for $25.50/share, $600 million. FBHS PR link.

Perrigo(PBR564) completes buy of Belgium based over-the-counter healthcare products company Omega Pharma NV for $4.5 billion cash & equity. PRGO PR link.

American Tower(PBR625) completes acquisition of exclusive rights to 11,448 wireless communications sites from Verizon(PBR15) for $5 billion cash. AMT PR link.

GNC(PBR739) herbal products are in full compliance with FDA regulations, reaches agreement with the NY Attorney General for further testing. GNC PR link.

Tesla(PBR887) CEO Elon Musk tweets that there will be a major announcement on 04/30/15 regarding a new non-automotive product.

Enterprise Products(PBR56) announces CEO Mike Creel to retire 12/31/15; COO Jim Teague to become CEO; Fowler, Bulawa and Nelly promoted. EPD PR link.

Yahoo!(PBR500) hires Bryan Power as SVP Human Resources, reports to CEO Marissa Mayer. YHOO PR link.

TD Ameritrade(PBR651) CFO Bill Gerber retiring, hires Steve Boyle to be CFO in July. AMTD PR link.

New York Times(PBR982) promotes Kinsey Wilson EVP Product & Technology, reports to President/CEO Mark Thompson & Executive Editor Dean Baquet. NYT PR link.

The US Dept of Commerce reports that the February US Annual Personal Income was at $15.130 trillion, +3.9% over January, savings rate was at 5.8% of disposable income, was 5.5% in January. USDOC PR link.

Friday, March 27:
DJIA closes week at 17,712.66, -2.29% from last Friday, -2.32% MTD, -0.62% QTD/YTD.
NASDAQ closes week at 4,891.22, -2.69% from last Friday, -1.46% MTD, +3.28% QTD/YTD.
SPX closes week at 2,061.02, -2.23% from last Friday, -2.07% MTD, +0.10% QTD/YTD.

Chevron(PBR3) to sell off its 50% share in Caltex Australia. CVX PR link.

Johnson & Johnson(PBR39) Ethicon unit gets agreement to collaborate with Google(PBR46) on surgical robotics. JNJ PR link.

Dow Chemical(PBR48) to separate much of its chlor-alkali business which will merge with Olin Corp(PBR769) in $5 billion deal. DOW PR link.

Visteon(PBR338) receives antitrust approvals for sale of its 70% interest in S. Korea based 15,500 employee Halla Visteon Climate Control to Hahn & Co for $3.6 billion. VC PR link.

Dynegy(PBR1000) gets regulatory approval to buy 12,500 MW of coal & gas generation from Duke Energy(PBR111) & Energy Capital Partners(NR) for $6.25 billion. DYN PR link.

Davita Healthcare(PBR312) announces CFO Garry Menzel leaving, James Hilger named Interim CFO. DVA PR link.

Ascena Retail(PBR493) hires Brian Lynch as President/CEO of its Justice tween specialty retail unit. ASNA PR link.

QuikSilver(PBR925) President Pierre Agnes now CEO, Greg Healey promoted to President, founder Bob McKnight appointed Chairman. ZQK PR link.

Thursday, March 26:
Goodyear Tire(PBR137) has established its first Chinese development center in Pulandian. GT PR link.

Medtronic(PBR161) completes acquisition of minimally invasive hearing implant provider Sophono. MDT PR link.

Carnival Corp(PBR176) to add 9 new generation cruise ships over 4 year period starting in 2019. CCL PR link.

Dover(PBR295) selling its precision-engineered components Sargeant Aerospace & Defense unit to RBC Bearings(NASDAQ: ROLL) for $500 million. DOV PR link.

AAR Corp(PBR882) completes the sale of Telair Cargo Group to TransDigm(PBR798) for $725 million cash. AIR PR link.

Calumet Specialty(PBR443) promotes F William Grube to Executive Vice Chairman, hires Bill Hatch as Interim CEO, starting 04/01/15. CLMT PR link.

FreddieMac(PBR33) says 30 year fixed mortgage rates averaged 3.69% with 0.6 points in the last week. FreddieMac PR link.

Wednesday, March 25:
Comcast(PBR44) EVP/Chief Diversity Officer David Cohen says merger with Time Warner Cable(PBR125) moving to mid 2015 because of regulatory issues. CMCSA PR link.

Kraft Foods(PBR145) to be acquired by HJ Heinz with 51% ownership, to be Kraft Heinz, special $16.50/share dividend, $10 billion, to Kraft stockholders. KRFT PR link.

Brown-Forman(PBR575) increases share buyback program by $1 billion. BFB PR link.

Global Payments(PBR756) acquires European based Realex Payments for $110 million. GPN PR link.

Tuesday, March 24:
Merck(PBR63) adds $10 billion, total $11.7 billion, for shares buyback program. MRK PR link.

Hertz(PBR249) provides explanation for failure to file 10-K with SEC, has until 09/17/15. HTZ PR link.

Ross Stores(PBR260) to do 2:1 stock split on 06/11/15. ROST PR link.

AutoZone(PBR278) adds $750 billion to its ongoing shares buyback program. AZO PR link.

Group 1 Automotive(PBR291) has acquired $80 million/yr Dallas/Ft Worth area DFW Audi. GPI PR link.

Carlyle Group(PBR528) to acquire majority stake in 200 client $100 billion in assets Conifer Financial Services. CG PR link.

Lexmark Intl(PBR598) to acquire software developer Kofax(NASDAQ: KFX) for $11/share, $1 billion. LXK PR link.

Alliance One Intl(PBR804) responds to compliance issue by NYSE regarding strategies to get stock price at or above $1.00. AOI PR link.

Google(PBR46) hires Morgan Stanley(PBR81) CFO Ruth Porat as CFO, effective 05/26/15. GOOG PR link.

The US Dept of Labor reports that the February current average earnings/hr is $24.78, +0.1% from January, +2.0% from February, 2014 USDOL PR link.

The US Dept of Labor reports that the February Consumer Price Index-Urban was up 0.2% over January, 0.0% for the last 12 months. USDOL PR link.

The US Dept of HUD reports that February sales of new single family homes were at a 539,000 annual rate, +7.8% over January, +24.8% over February, 2014. HUD PR link.

Monday, March 23:
Humana(PBR71) to sell wholly owned subsidiary Concentra to a joint venture of Select Medical & Welsh Carson for $1.055 billion cash. HUM PR link.

American Electric Power(PBR177) to review strategic alternatives for its barge transportation business. AEP PR link.

Tenet Healthcare(PBR223) to own 50.1% of a joint venture with United Surgical to form largest US ambulatory surgery provider valued at $2.6 billion. THC PR link.

Tenet Healthcare(PBR223) to acquire UK based 9 hospital/clinic facilities Aspen Healthcare for $215 million cash. THC PR link.

Biogen Idec(PBR358) changes name to Biogen, keeps stock symbol. BIIB PR link.

ON Semiconductor(PBR710) changing its NASDAQ stock symbol from ONNN to ON on 04/06/15. ONNN PR link.

Carnival Corp(PBR176) promotes James Chedgy to VP, Global Financial Planning & Analysis, reports to Treasurer Josh Weinstein. CCL PR link.

The National Association of Realtors says February Existing Home Sales were at a 4.88 million annual rate, +1.2% over January, +4.7% over February, 2014. NAR PR link.

The White House issues a statement marking the 5th year anniversary of the signing of The Affordable Care Act, aka Obamacare. WH PR link.

Friday, March 20:
DJIA closes week at 18,127.65, +2.13% from last Friday, -0.03% MTD, +1.71% QTD/YTD.
NASDAQ closes week at 5,026.42, +3.17% from last Friday, +1.27% MTD, +6.13% QTD/YTD.
SPX closes week at 2,108.10, +2.66% from last Friday, 0.17% MTD, +2.39% QTD/YTD.

RadioShack(PBR619) notifies SEC of its intent to de-list from the NYSE on 03/31/15. RSHCQ PR link.

Macerich(PBR1090) confirms new $95.50/share, $23.5 billion unsolicited offer from Simon Property(PBR455). MAC PR link.

AVX(PBR1003) Chairman/CEO John Gilbertson resigning effective 03/31/15, John Sarvis to be promoted to CEO on 04/01/15. AVX PR link.

BOK Financial(PBR1023) announces resignation of COO Dan Ellinor, Stacy Kymes promoted to new position of EVP Corporate Banking. BOKF PR link.

Thursday, March 19:
American Express(PBR86) gets exclusive multi-year co-brand deal with Charles Schwab(PBR442). AMEX article link.

SeaWorld(PBR1002) hires Joel Manby to be CEO effective 04/07/15, David D’Alessandro to remain Chairman. SEAS article link.

FreddieMac(PBR33) says the 30 Year Fixed Mortgage Rate averaged 3.78% with 0.6 point for week ending 03/19/15, was 4.32% year ago. Freddie Mac PR link.

Wednesday, March 18:
Target(PBR38) employees to receive $9 minimum wage next month UPI article link.

Starbucks(PBR164) reaffirms 7 strategies to grow market cap to $100 billion, to test delivery services. SBUX PR link.

Starbucks(PBR164) announces 2:1 stock split after 04/08/15 closing. SBUX PR link.

Ocwen Financial(PBR881) to sell $9.6 billion portfolio of mortgage servicing rights to Green Tree(NR). OCN PR link.

ITT Educational(PBR1078) provides update on failure to file required 10-K report to SEC. ESI PR link.

TreeHouse Foods(PBR819) promotes Christopher Sliva to EVP/COO. THS PR link.

Tuesday, March 17:
Happy St. Patrick’s Day!

Actavis(PBR297) completes $70.5 billion acquisition of Allergan(PBR392), combined company expects $23 billion in 2015 revenues. ACT PR link.

Becton Dickinson(PBR305) completes $12.2 billion acquisition of CareFusion(PBR580). BDX PR link.

Charter Communications(PBR320) shareholders approve issuance of shares in transactions with Comcast(PBR44). CHTR PR link.

Brookdale Senior Living(PBR692) & HCP(PBR866) to acquire 35 private pay senior living communities from Chartwell Retirement Residences for $849 million. HCP PR link.

Greenbrier Cos(PBR839) gets $1.09 billion in orders for 10,100 railcars. GBX PR link.

Equinix(PBR852) to become an S&P 500 component after close on 03/20/15. EQIX PR link.

Macerich(PBR1090) board rejects Simon Property(PBR455) $91/share, $22.4 billion unsolicited offer, feels it was undervalued. MAC PR link.

Groupon(PBR750) hires Carol Campagnolo as SVP Human Resources & Jay Sullivan as SVP Consumer Product. GRPN PR link.

The Dept of HUD reports that preliminary February New Housing Permits were at a 1,092,000 annual rate, +3% over January, +7.7% over February 2014. HUD PR link.

Monday, March 16:
The PBR1000 February Snapshots, 15 analytical reports on 1,081 public companies in Excel format, has been released.

General Electric(PBR9) selling its GE Capital Australia & New Zealand Consumer Lending Business for $6 billion enterprise value to a consortium of investors that includes KKR(PBR272). GE PR link.

Henry Schein(PBR276) to become an S&P 500 component on 03/18/15. HSIC PR link.

Blackstone Group(PBR374) to acquire Chicago’s 3.8 million sf, 110 stories tall, 2nd tallest office building in the US, Willis Tower, terms not disclosed. BX PR link.

McGraw Hill(PBR482) S&P500 unit to add American Airlines Group(PBR103) to its index, will replace Allergan(PBR392) which is being acquired by Actavis(PBR297). MHFI PR link.

Babcock & Wilcox(PBR637) files registration statement to form an independent public spinoff of its power generation business. BWC PR link.

Diebold(PBR696) acquires Canada based ATM software developer 200 employee Phoenix Interactive. DBD PR link.

A. Schulman(PBR787) to acquire specialty engineered plastics company Citadel Plastics for $800 million. SHLM PR link.

Endo Health(PBR741) withdraws its $175/share, $11 billion cash & stock offer for Salix Pharmaceuticals(SLXP) because of competing Valeant bid. ENDP PR link.

Coca-Cola Enterprises(PBR317) EVP/Supply Chain Bill Douglas retiring, Ronald Lewis to rejoin as SVP/Supply Chain. CCE PR link.

Visteon(PBR338) President/CEO Timothy Leuliette to step down by end of 2015, search firm retained. VC PR link.

Spectrum Brands(PBR529) promotes COO Andreas Rouve to CEO, to succeed retiring Dave Lumly. SPB PR link.

Friday, March 13:
DJIA closes week at 17,749.31, -0.60% from last Friday, -2.11% MTD, -0.41% QTD/YTD.
NASDAQ closes week at 4,871.76, -1.13% from last Friday, -1.85% MTD, +2.87% QTD/YTD.
SPX closes week at 2,053.40, -0.86% from last Friday, -2.43% MTD, -0.27% QTD/YTD.

MGM Resorts(PBR270) promotes Nik Rytterstrom to General Manager of the Las Vegas Luxor Resort; Renee West, president of Luxor & Excalibur Resorts, to retire on 04/24/15. MGM PR link.

Facebook(PBR327) acquires shopping site TheFind. TheFind PR link.

The US Dept of Labor reports that private industry employers spent an average of $31.32/hr worked for employee compensation in December 2014, $46.50/hr for union workers. USDOL PR link.

The US Dept of Labor reports that the February Producer Price Index for final demand fell 0.5%, decreased 0.6% for the 12 months ended in February. USDOL PR link.

Thursday, March 12:
Amazon(PBR37) launches Amazon Exclusives store featuring new innovative products from popular up and coming brands, including some from TV show “Shark Tank.” AMZN PR link.

Dollar General(PBR153) to open new 730 stores in 2015, move/remodel 875 stores, has $1.2 billion available for shares buyback. DG PR link.

Gannett(PBR458) on track to spin-off new publicly held broadcasting/digital company in mid 2015. GCI PR link.

RadioShack(PBR619) in 8-K filing states that since it is in Chapter 11 stockholders should not expect to receive any recovery funds. RSHCQ PR link.

Children’s Place Retail(PBR934) in outlook says it expects to close 200 stores in 2013-2017. PLCE PR link.

Dollar General(PBR153) EVP/CFO David Tehle resigning effective 07/01/15, internal/external search starts. DG PR link.

FreddieMac(PBR33) reports that 30 year fixed mortgage rates averaged 3.86% with 0.6 point for week ending 03/12/15, 3.75% last week, 4.37% a year ago. FreddieMac PR link.

The US Dept of Commerce reports that advance estimate of February retail/food services sales were $437.0 billion, -0.6% from January, +1.7% above February 2014. USDOC PR link.

The US Dept of Treasury says February US government receipts were $139 billion, outlays $332 billion, deficit $192 billion, deficit YTD(5 mos) is $387 billion. Treasury PR link.

Wednesday, March 11:
United Technologies(PBR45) exploring strategic alternatives for its Sikorsky helicopter unit, including possible public spin-off. UTX PR link.

The US Federal Trade Commission charges DIRECTV(PBR90) with deceptively advertising the cost of its satellite television service. FTC PR link.

KKR(PBR272) to acquire Air Medical Group which handles 75,000 medical emergencies annually. KKR PR link.

PetSmart(PBR359) acquisition by a consortium led by pan-Euopean buyout investor BC Partners for $83/share, $8.7 billion cash is completed, being delisted from NASDAQ. PETM PR link.

Ingredion(PBR371) completes acquisition of specialty ingredients provider Penford Corp for $340 million. INGR PR link.

Endo Health(PBR741) makes unsolicited acquisition offer to Salix Phamaceuticals(SLXP) for $175/share cash & stock, $11 billion. ENDP PR link.

The US Federal Reserve Board completes evaluations of “stress tests”(CCAR) of major financial institutions. FRB PR link.

Because of the US Federal Reserve Board CCAR results the following organizations authorize shares buyback programs:
American Express(PBR86) up to $6.6 billion
Bank of America(PBR22) $4 billion
Bank of New York Mellon up to $3.1 billion
Citigroup(PBR26) up to $7.8 billion
Discover Financial(PBR281) up to $2.2 billion
JPMorgan Chase(PBR20) up to $6.4 billion
PNC Financial(PBR171) up to $2.875 billion
State Street(PBR259) up to $1.8 billion
US Bancorp(PBR131) $3 billion

FreddieMac(PBR33) in March US Economic/Housing Market Outlook says 2015 to be best year for home sales since 2007. FreddieMac PR link.

The US Dept of Labor reports that private industry employers spent an average of $31.32/hour worked in December 2014, $21.72/hour worked, $9.60/hour in benefits. USDOL PR link.

Tuesday, March 10:
Express Scripts(PBR21) reports that 2014 US prescription drug spending increased 13.1%, driven by Hepatitis C & compounded medications. ESRX PR link.

Target(PBR38) files 8-K announcing layoff of 1,700, to save $100 million. TGT PR link.

Actavis(PBR297) $66 billion acquisition of Allergan(PBR392) approved at both shareholders meetings, expected to close in 2-4 weeks. AGN PR link.

The Pantry(PBR331) shareholders approve acquisition by Quebec, Canada based Alimentation Couche-Tard for $36.75/share, $1.7 billion deal. PTRY PR link.

First Solar(PBR628) & SunPower(PBR772) forming 8point3 Energy Partners limited partnership to own/operate a portfolio of selected solar generation assets, IPO paperwork filed. FSLR PR link.

Sprouts Farmers Market(PBR789) announces closing of sale of all remaining shares held by affiliates of Apollo Global Management(PBR531). SFM PR link.

AmSurg(PBR1077) physician services division, Sheridan, completes acquisition of 50+ radiologists practice Radiology Associates of Hollywood, FL. AMSG PR link.

Google(PBR46) files 8-K regarding CFO Patrick Pichette’s retirement within next 6 months. GOOG PR link.

The US Dept of Labor reports that there were 5.0 million job openings on the last business day of January, little changed from December. Hires decreased to 5.0 million and separations were little changed at 4.8 million in January. USDOL PR link.

The US Dept of Commerce reports that January merchant wholesalers sales were $433.7 billion, down 3.1% from December, down 1.0% from the January 2014 level. USDOCL PR link.

Monday, March 9:
Apple(PBR4) announces Apple Watch, to be available 04/24/15 in 9 countries, retails for $349 to $10,000. AAPL PR link.

General Motors(PBR7) authorizes an initial $5 billion shares buyback program, targets $20 billion cash balance. GM PR link.

Macy’s(PBR97) completes acquisition of 60 locations luxury beauty products & spa services retailer Bluemercury for $210 million cash. M PR link.

QUALCOMM(PBR104) authorizes $15 billion shares buyback program, will use $10 billion over next 12 months. QCOM PR link.

Alcoa(PBR122) to acquire titanium & specialty metal products manufacturer RTI(NYSE: RTI) in a $1.5 billion stock deal. AA PR link.

Barnes & Noble(PBR388) investing in college study materials provider Flashnotes.com. BKS PR link.

Harbinger Group(PBR412) changes name to HRG Group; president Omar Asali adds CEO title. HRG PR link.

Simon Property(PBR455) proposes to buy fellow mall developer/manager Macerich(PBR1090) for $91/share, $22.4 billion, which includes $6.4 billion of debt. SPG PR link.

Gaming & Leisure Properties(NASDAQ: GLPI makes unsolicited $4.1 billion offer to buy Pinnacle Entertainment(PBR993) assets. GLPI PR link.

The US Congressional Budget Office estimates a deficit of 2.7% of GDP in 2015, 2.4% the next 3 yrs, then rise. By 2025 public debt is estimated to be at 77% of GDP. CBO PR link.

Friday, March 6:
DJIA closes week at 17,856.78, -1.52% from last Friday & MTD, +0.19% QTD & YTD.
NASDAQ closes week at 4,927.37, -0.73% from last Friday & MTD, +4.04% QTD & YTD.
SPX closes week at 2,071.26, -1.58% from last Friday & MTD, +0.60% QTD & YTD.

Dow Jones announces that Apple(PBR4) will replace AT&T(PBR12) on the DJIA on 03/19/15. DJ PR link.

Alcoa(PBR122) doing strategic review of smelting & refining capacity worldwide for possible divestiture. AA PR link.

PetSmart(PBR359) shareholders approve acquisition by a consortium led by pan-Euopean buyout investor BC Partners for $83/share, $8.7 billion cash, expected to close on 03/11/15. PETM PR link.

Orbital ATK(PBR494) designed & built Dawn spacecraft now orbiting dwarf planet Ceres. OA PR link.

NII Holdings(PBR495) announces a new restructuring plan to emerge from Chapter 11. NIHDQ PR link.

The US Food & Drug Administration approves its first biosimilar medication for use in the US, Sandoz’s Zarxio. FDA PR link.

The US Dept of Labor reports that Total Nonfarm Payroll Employment was up by 295,000 in February, the Unemployment Rate is at 5.5%. USDOL PR link.

The US Federal Reserve Board reports that January Consumer Credit increased at an annual rate of 4.25%, revolving credit -1.5%, nonrevolving credit +6.25%. FRB PR link.

The US Dept of Commerce reports that the January International Trade of Goods and Services deficit was $41.8 billion, down $3.8 billion from December. USDOC PR link.

Thursday, March 5:
3M(PBR92) releases revised paper policy providing leading-edge protection for forests, endangered species, and forest communities worldwide. MMM PR link.

SunEdison(PBR888) acquires energy storage operating projects, pipeline, and project origination team from Solar Grid Storage. SUNE PR link.

Airgas(PBR463) to promote SVP/HR Pamela Claypool to President, Airgas North Division up retirement of Shaun Powers in August, will report to Andrew Cichocki, President, Airgas USA. ARG PR link.

Clearwater Paper(PBR913) VP of Supply Chain Patrick Burke to become President, Consumer Products Division, upon retirement of Thomas Colgrove at end of the quarter. CLW PR link.

Centrus Energy(PBR1035) hires Daniel Poneman, former US deputy secretary of energy, as president/CEO. LEU PR link.

The US Dept of Labor reports that the 4th quarter 2014 Nonfarm Business Sector Labor Productivity decreased at a 2.2 percent annual rate, output increased 2.6 percent and hours worked increased 4.9 percent. USDOL PR link.

The US Dept of Commerce reports that New Orders for Manufactured Goods in January, down 6 consecutive months, was -$0.9 billion, or -0.2%, to $470.0 billion. USDOC PR link.

The PBR1000 Index for February is 298,638.22, +3.24% over January, -0.90% QTD/YTD, +21.46% over 12/31/13.

Wednesday, March 4:
McDonald’s(PBR96) USA announces new antibiotics policy & menu sourcing initiatives. MCD PR link.

AbbVie(PBR142) to acquire hematology oncology Imbruvica developer Pharmacyclics(NASDAQ: PCYC) for $21 billion. ABBV PR link.

Bristol-Myers Squibb(PBR165) gets FDA approval for lung cancer treatment Opdivo. BMY PR link.

Baxter Intl(PBR179) acquires German based private autoimmune& allergic disease treatment biopharma company SuperMol for $225 million. BAX PR link.

HanesBrands(PBR505) previously announced 4:1 stock split is effective today. HBI PR link.

Brocade Communication(PBR836) completes acquisition of Riverbed Technology’s(PBR1085) SteelApp assets. BRCD PR link.

Alcoa(PBR122) hires José Aurélio Drummond as President of Alcoa Latin America, effective 03/09/15. AA PR link.

AECOM(PBR309) CEO Michael Burke adds Chairman title, effective 03/04/15. ACM PR link.

ADP(PBR220) reports that the February private sector jobs increased by 212,000, down 38,000 from January. ADP PR link.

The US Federal Reserve Board releases latest Beige Book, reports moderate economic growth in most districts. FRB PR link.

Tuesday, March 3:
Citigroup(PBR26) selling its OneMain credit service to Springleaf(NYSE: LEAF) for $4.25 billion. C PR link.

Target(PBR38) to cut $2 billion in costs over next 2 years, grow digital channel by 40%/year, open stores with more flexible formats. TGT PR link.

Best Buy(PBR67) resumes authorized $5 billion shares buyback program, to use $1 billion over next 3 years. BBY PR link.

Alcoa(PBR122) completes acquisition of private German titanium products $100 million/yr, 600 employees, company TITAL. AA PR link.

Stryker Corp(PBR288) authorizes additional $2 billion shares buyback program to $583 million currently available. SYK PR link.

Arthur J Gallagher(PBR647) acquires NationAir Aviation Insurance of W Chicago, IL. AJG PR link.

Frontier Communications(PBR497) Pres/COO Daniel McCarthy to become Pres/CEO on 04/03/15, CEO Maggie Wilderotter to become Exec Chair. FTR PR link.

Hubbell(PBR646) hires Maria Lee as VP, Corporate Strategy & Investor Relations, reports to SVP/CFO William Sperry. HUBB PR link.

Brinker Intl(PBR688) hires Tom Edwards, Jr, as EVP/CFO, effective 03/16/15. EAT PR link.

Other News Highlights: House of Representatives passes the Homeland Security Funding bill passed by the Senate; Israeli Prime Minister Benjamin Netanyahu warns US of Iran nuclear threats in historic joint meeting of Congress.

Monday, March 2:
Costco(PBR18) enters multi-year co-brand credit card agreement with Citigroup(PBR26) & co-brand incentive agreement with VISA(PBR212). COST PR link.

Cardinal Health(PBR27) to acquire Johnson & Johnson’s(PBR39) cardiac/endovascular medical products unit Cordis for $1.944 billion cash. CAH PR link.

Arrow Electronics(PBR129) to acquire 800 partners government sales specialist immixGroup. ARW PR link.

eBay’s(PBR170) PayPal unit is acquiring mobile payments provider Paydiant for $280 million. EBAY PR link.

Avis Budget(PBR326) to acquire the largest independent Italian car rental company The Maggiore Group for $170 million. CAR PR link.

Boston Scientific(PBR349) to acquire urology portfolio from Endo Intl’s(PBR741) American Medical Systems unit for up to $1.65 billion cash. BSX PR link.

Arthur J Gallagher(PBR647) acquires NJ based wholesale brokers Excel Insurance Services & Metcom Excess. AJG PR link.

Heartland Payment Systems(PBR859) acquires private national payroll service provider Payroll 1. HPY PR link.

Lumber Liquidators(PBR1093) responds to “60 Minutes” episode regarding product safety issues. LL PR link.

Archer-Daniels-Midland(PBR28) makes several leadership appts, including div presidents, SVP, & CTO. ADM PR link.

AECOM(PBR309) hires Carla Christofferson as EVP, General Counsel. ACM PR link.

Axiall(PBR503) announces departure of George Biltz, Chief Strategy Officer, to take a CEO position in another company. AXLL PR link.

DeVry(PBR906) hires Lisa Sodeika as SVP External Relations, succeeds Sharon Thomas Parrott who is retiring. DV PR link.

The US Dept of Commerce reports that January Personal Income was at a $15.062 trillion annual rate, up 0.3% over December. USDOC PR link.

The US Dept of Commerce reports that January Construction Spending was at a $971.4 billion annual rate, -1.1% from December, +1.8% from January 2014. USDOC PR link.

Sunday, March 1:
The PBR1000: The February 2015 Breaking News Recap is available. Click here for the blog post.

Netherlands based NXP Semiconductor (NASDAQ: NXPI) & Freescale Semiconductor (PBR548) agree to merger in $11.8 billion deal, to close 2nd half of 2015. FSL PR link.

(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 freedigitalphotos.net, Supertrooper.)

The PBR1000: The February 2015 Stocks/Commodiies Snapshots

Invest Button 87976-20131105

Where to Invest Next? Use The PBR1000!

 

By Larry C. Paxton

The PBR1000 February 2015 Snapshots include news and stock data on 1,081 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook.

February experienced a recovery from the down tick of January. The stock exchanges continue to fluctuate widely day to day. US economic indices continue to be mixed, but the Federal Reserve Board continues to show restraint in raising interest rates, but also by indicating optimism for the future. Global economics and conflicts have an impact on the markets as well, but are mostly unpredictable.

In the following tables the stock price is for the close of trading on February 27th, Month % Chg is compared to January 30th, YTD % Chg is compared to December 31, 2014, and the 14 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,081 companies currently tracked by The PBR1000.

Company Price
02/27/15
Mo
% Chg
YTD
% Chg
14 Mos
% Chg
The PBR1000 298,555.31 +3.24 -0.90 +21.47

 

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

Table 2 Summary: The range was +65.16% to -64.43%. 885 out of 1,081 stock prices were up 0.00% or more, or 81.87% of the companies tracked. The median was a gain of 6.14%

Company PBR
Rank
Symbol Price
02/27/15
Mo
% Chg
YTD
% Chg
14 Mos
% Chg
Aeropostale
868 ARO 4.03 +65.16 +73.71 -55.67
Conn’s
1052 CONN 25.85 +64.23 +38.31 -67.15
Amkor Technology
676 AMKR 9.73 +53.23 +37.04 +58.73
ITT Exelis
487 XLS 24.20 +41.44 +38.05 +26.97
Arch Coal
671 ACI 1.31 +41.27 -26.40 -70.56

 

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

Table 3 Summary: The range was +220.00% to -65.72%. 637 out of 1,081 stock prices were up 0.00% or more, or 58.93% of the companies tracked. The median was a gain of 1.69%

Company PBR
Rank
Symbol Price
02/27/15
Mo
% Chg
YTD
% Chg
14 Mos
% Chg
NII Holdings
495 NIHDQ 0.064 +0.00 +220.00 -97.67
Aeropostale
868 ARO 4.03 +65.16 +73.71 -55.67
Insperity
830 NSP 51.80 +23.51 +52.85 +43.37
Education Mgmt Corp
826 EDMC 0.25 -9.38 +51.58 -97.52
Freescale Semiconductor
548 FSL 36.11 +12.53 +43.12 +124.98

 

Table 4: The PBR1000 Top 5 13 Months Stock Price % Gainers

Table 4 Summary: Range was +149.26% to -98.78%. 714 out of 1,076 stock prices were up 0.00% or more, or 66.36% of the companies tracked. The median was a gain of 10.54%.

Company PBR
Rank
Symbol Price
02/27/15
Mo
% Chg
YTD
% Chg
14 Mos
% Chg
Electronic Arts
603 EA 57.18 +4.23 +21.62 +149.26
Southwest Airlines
150 LUV 43.24 -4.29 +2.17 +129.51
Freescale Semiconductor
548 FSL 36.11 +12.53 +43.12 +124.98
The Pantry
331 PTRY 36.70 -0.54 -0.97 +118.71
Hospira
570 HSP 87.54 +38.01 +42.92 +112.06

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
02/27/15
Mo
% Chg
YTD
% Chg
14 Mos
% Chg
DJIA 18,132.70 +5.64 +1.74 +9.39
NASDAQ 4,963.53 +7.08 +4.80 +18.84
S&P500 2,104.50 +5.49 +2.21 +13.86
Gold 1,213.10 -5.17 +2.38 +0.90
Silver 16.56 -3.78 +6.15 -14.51
Oil 49.76 +3.15 -6.59 -45.44

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers include C-level executives, entrepreneurs, sales/marketing/advertising professionals, investors/investment advisers, business professors/students, career counselors/job seekers, to name just a few. To order your annual subscription, just go to the PBRMarketTools.com Order page.)

 

The PBR1000: The February 2015 Breaking News Recap!

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The Global Market Place Was Very Active In February 2015! By Larry C. Paxton

 

February 2015 started out with a classic battle on the American football field with Super Box XLIX. The global market place also had many ongoing battles, and several of them have yet to be played out. The recent dramatic drop in oil prices continues to be a major driver. The Eurozone granted Greece a 4 month extension on its loans. The Ukraine/Russia ceasefire is fragile. The Middle East remains unsettled. In the US the government struggled over issues of the Keystone XL Pipeline. There was the funding of the Department of Homeland Security with or without some implications to President Obama’s immigration directives.  The Federal Communications Commission approved some controversial net-neutrality regulations. Several major acquisitions were closed. Throughout it all some of the US stock exchanges reached new highs. Annual reports were submitted with mixed results. So, the battles continue. Let’s see what happens as we finish the first quarter of 2015!

Following are The PBR1000 and economic news items of note for February 2015 starting with the last active day.

Friday, February 27:
DJIA closes week at 18,132.70, -0.04%% from last Friday, +5.64% MTD, +1.74% QTD & YTD.
NASDAQ closes week at 4,963.53, +0.15% from last Friday, +7.08% MTD, +4.80% QTD & YTD.
SPX closes week at 2,104.50, -0.27% from last Friday, +5.49% MTD, +2.21% QTD & YTD.

Mylan(PBR360) completes $5.3 billion stock deal for acquisition of Abbott’s(PBR127) non-US developed markets specialty & branded generics business. MYL PR link.

Targa Resources(PBR377) completes $7.7 billion acquisition of Atlas Energy(PBR748). TRGP PR link.

Cooper-Standard(PBR654) acquires 95% of China based Huayu-Cooper Standard Sealing Systems, has 9 manufacturing facilities & 2 technical centers. CPS PR link.

Kroger(PBR25) SVP/Human Resources Katy Barclay retiring in the Fall of 2015, Timothy Massa will take over HR responsibilities. KR PR link.

Priceline(PBR365) promotes Paul Hennessy to become CEO of the priceline.com division on 04/01/15. CEO Chris Soder to become division Chairman. PCLN PR link.

The US Dept of Commerce in 2nd Estimate says 4th quarter Gross Domestic Product was at a 2.2% annual rate, $17.7 trillion. USDOC PR link.

Thursday, February 26:
Gap Inc(PBR168) approves $1 billion shares buyback program, adds to $7.25 billion repurchased since 2010. GPS PR link.

Catamaran Corp(PBR189) to acquire pharmacy benefit management client Healthcare Solutions for $405 million. CTRX PR link.

Ross Stores(PBR260) authorizes $1.4 billion shares buyback program through fiscal year 2016. ROST PR link.

Harley-Davidson(PBR417) to add Canada for direct distribution to independent dealers. HOG PR link.

Chico’s FAS(PBR748) to do a $250 million shares buyback program, open 40 new stores, close 120 existing stores, cut headcount by 12%. CHS PR link.

Hershey Co(PBR347) hires Patricia Little as SVP/CFO starting 03/16/15. HSY PR link.

Alaska Air(PBR459) hires Charles Breer as Managing Director of Alliances. ALK PR link.

FreddieMac(PBR33) says 30 year fixed mortgage rates for the week ending 02/26/15 averaged 3.80% with 0.6 points/fees. FM PR link.

The US Federal Communications Commission votes in favor of internet net-neutrality regulations. FCC PR link.

The US Dept of Labor reports that the January Consumer Price Index for All Urban Consumers (CPI-U) declined 0.7% in January on a seasonally adjusted basis, down 0.1% over the last 12 months before seasonal adjustment. USDOL PR link.

The US Dept of Labor reports that Real Earnings in January averaged $24.75/hour, 34.6 hours/week, $856.35 per week. USDOL PR link.

Wednesday, February 25:
Starwood Hotels(PBR405) announces partnership with rider service Uber for guests to earn Starpoints rewards. HOT PR link.

Frontier Communications(PBR497) gets strategic partnership to provide its internet subscribers TiVo(NASDAQ: TIVO) DVR services. FTR PR link.

SunEdison(PBR888) announces plan to electrify 20 million people by 2020 in underserved areas around the world. SUNE PR link.

McGraw Hill(PBR482) Chairman Terry McGraw not standing for re-election on 04/29/15, board proposes independent Director Ed Haldeman as non-Exec Chairman. MHFI PR link.

The US Dept of HUD reports preliminary January New Home Sales were at a 481,000 units annual rate with a $294,300 median price. HUD PR link.

Tuesday, February 24:
AmerisourceBergen(PBR16) completes acquisition of animal health distribution company MWI Veterinary Supply(PBR673) for $190/share, $2.5 billion. ABC PR link.

Comcast(PBR44) increases shares repurchase authorization to $10 billion, $4.25 billion allocated for 2015. CMCSA PR link.

HanesBrands(PBR505) to acquire seller of licensed collegiate logo apparel retailer Knights Apparel in deal valued at $200 million. HBI PR link.

Mondelez Intl(PBR85) hires Roberto Marques as EVP & President, North America, starting mid March. MDLZ PR link.

VMware(PBR454) hires Bask Iyer as SVP, Chief Information Officer, starting 03/23/15, will report to EVP/CFO/COO Jonathon Chadwick. VMW PR link.

Flowers Foods(PBR590) announces EVP Gene Lord is retiring 04/24/15 after almost 50 years of service. FLO PR link.

Charles River Labs(PBR1058) announces EVP/CFO Thomas Ackerman is retiring in 2016, SVP David Smith to be successor, other promotions announced. CRL PR link.

Monday, February 23:
Apple(PBR4) to build 100% renewable energy data centers in Ireland & Denmark for $2 billion. AAPL PR link.

Mondelez Intl(PBR85) announces $2 billion cash tender offer for certain notes. MDLZ PR link.

3M(PBR92) to acquire Polypore’s $210 million in revenues Separations Media business for $1 billion. MMM PR link.

American Airlines(PBR103) to sell its Telair Cargo Group to TransDigm(PBR798) for $725 million cash, expected to close by 05/31/15. AAL PR link.

Medtronic(PBR161) acquires private bladder control products company Advanced Uro-Solutions, terms not disclosed. MDT PR link.

Bristol-Myers Squibb(PBR165) to expand immuno-oncology pipeline by acquiring Flexus Biosciences for $1.25 billion. BMY PR link.

Baxter Intl(PBR179) says mid-2015 public spin-off biopharma Baxalta to locate headquarters in 260,000 sf facility in Bannockborn, IL. BAX PR link.

Keurig Green Mountain(PBR499) repurchasing 5.2 million shares from Luigi Lavazza SpA(NR) for $620 million. GMCR PR link.

Armstrong World(PBR717) to separate into 2 publicly held companies through spin-off of Flooring business to shareholders in 1st quarter 2016. AWI PR link.

Ocwen Financial(PBR881) selling $9.8 billion portfolio of mortgage servicing rights to Nationstar. OCN PR link.

Stifel Financial(PBR885) to expands wealth management/fixed income capabilities with acquisition of private Sterne Agee Group, transaction value around $150 million. SFN PR link.

DISH Network(PBR201) President/CEO Joseph Clayton to retire 03/31/15, Founder/Chairman Charles Ergen to add those roles. DISH PR link.

Darden Restaurants(PBR393) promotes Interim CEO Gene Lee to CEO & member of the board. DRI PR link.

JetBlue(PBR441) announces leadership EVP promotions for HR, Operations, other areas. JBLU PR link.

M&T Bank(PBR516) promotes Janet Coletti to EVP/Human Resources, succeeds Steve Braunscheidel who is retiring in 03/15. MTB PR link.

The National Association of Realtors reports that the January annual rate of sales of existing homes was at 4.82 million, down 4.9% from December. NAR PR link.

Friday, February 20:
DJIA closes week at 18,140.44(R), +0.67% from last Friday, +5.68% MTD, +1.78% QTD & YTD.
NASDAQ closes week at 4,955.97, +1.27% from last Friday, +6.92% MTD, +4.64% QTD & YTD.
SPX closes week at 2,110.30(R), +0.63% from last Friday, +5.78% MTD, +2.50% QTD & YTD.

Targa Resources(PBR377) acquisition of Atlas Energy(PBR748) for $7.7 billion approved by shareholders of both companies, expected to close 02/27/15. Targa PR link.

Energizer Holdings(PBR527) to spin-off Personal Care Division on 07/01/15 as a separate public company with the name Edgewell Personal Care(NYSE: EPC). Household Products Division to retain Energizer Holdings name and stock symbol. ENR PR link.

Thursday, February 19:
The Federal Trade Commission files a lawsuit against the proposed Sysco(PBR60) & US Foods(NR) merger, creates a foodservice distributor with 75% of the market. FTC PR link.

Ball Corp(PBR304) proposes to acquire UK based metal beverage can maker Rexam(LSE: REX) for $8.4 billion cash/stock. BLL PR link.

Priceline(PBR365) announces a $3 billion shares buyback program in its 4th Quarter/Full Year report. PCLN PR link.

LabCorp(PBR419) completes the $5.7 billion acquisition of Covance(PBR747). LH PR link.

Wednesday, February 18:
Citigroup(PBR26) announces $100 billion 10 year commitment to finance sustainable growth activities. C PR link.

Anthem(PBR40) completes acquisition of Florida 196,000 Medicaid/Medicare members company Simply Healthcare. Anthem PR link.

Actavis(PBR297) to take Allergan name after its $66 billion acquisition of Allergan(PBR392). Actavis PR link.

Crown Holdings(PBR298) completes acquisition of Monterrey, Mexico, 1500 employee, aluminum can/bottle manufacturer EMPAQUE from Heineken NV. CCK PR link.

Campbell Soup(PBR315) introducing cost savings program, to simplify organization structure, will save $200 million/year. CPB PR link.

Homebuilder NVR(PBR544) announces a $300 million shares buyback program. NVR PR link.

GEO Group(PBR991) completes acquisition of 8 correctional & dentention facilities with 6,500 beds from LCS Corrections Services for $312 million. GEO PR link.

Cubic Corp(PBR1008) combines two defense units into one $800 million revenues Cubic Global Defense segment, William Toti named president. CUB PR link.

Lockheed Martin(PBR62) promotes Rod Makoske to SVP/Corp Engineering, Tech, & Operations, also corporate officer; Keoki Jackson promoted to Chief Technology Officer. LMT PR link.

Flowserve(PBR477) SVP/CFO Mike Taff leaving 03/31/15, VP Malcolm Platt named interim CFO. FLS PR link.

Ciena Corp(PBR870) hires Marcus Starke SVP/Chiem Marketing Officer, reports to President/CEO Gary Smith. CIEN PR link.

The US Dept of Labor says the January Producer Price Index for Final Demand was -0.8%, was unchanged for the last 12 months USDOL PR link.

The US Dept of HUD reports that the January Privately-Owned Housing Starts were at a 1,065,000 annual rate, -2.0% from revised Dec estimate of 1,087,000. HUD PR link.

FreddieMac(PBR33) releases its February US Economic & Housing Market Outlook. FMCC PR link.

Tuesday, February 17:
DuPont(PBR83) sends letter to shareholders regarding its direction, responds to Trian Fund Mgmt letter. DD PR link.

Halliburton(PBR94) $34.6 billion acquisition of Baker Hughes(PBR124) to be voted on by shareholders of both companies on 03/27/15. HAL PR link.

Arrow Electronics(PBR129) acquires the United Technical Publishing division of Hearst Business Media(NR). ARW PR link.

Actavis(PBR297) receives temporary injunction for generic $1.1 billion market asthma treatment Pulmicort RESPULES. ACT PR link.

Boston Scientific(PBR349) to pay Johnson & Johnson(PBR39) $600 million for merger agreement breach in Guidant buy in 2006. BSX PR link.

Carlyle Group(PBR528) acquires controlling stake in global sports travel & event management company PrimeSport Holdings from Clearlake Capital(NR). CG PR link.

Fossil Group(PBR638) to design, develop & distribute Kate Spade(PBR1040) New York watches through 2025 through global licensing agreement. FOSL PR link.

Arthur J Gallagher(PBR647) acquires Phoenix, AZ, based private placement life insurance distributor Cohn Financial Group. AJG PR link.

Ford(PBR8) hires John Casesa as Group VP/Global Strategy, reports to President/CEO Mark Fields. F PR link.

Kraft Foods(PBR145) announces James Kehoe rejoining Kraft as EVP/CFO. KRFT PR link.

FirstEnergy(PBR187) announces Tony Alexander to resign as Executive Chairman on 04/30/15, director George Smart to return to his prior role as Chairman at that time. FE PR link.

Owens & Minor(PBR285) President/CEO James Bierman to retire upon election of a successor. OMI PR link.

Starwood Hotels(PBR405) President/CEO Frits van Paasschen resigns, director Adam Aron appointed Interim CEO. HOT PR link.

Alaska Air(PBR459) promotes Andrew Harrison to EVP/Chief Revenue Officer. ALK PR link.

SandRidge Energy(PBR892) hires Steve Turk as EVP/COO effective 03/02/15. SD PR link.

The Whitehouse reports that 11.4 million people have signed up for private health insurance under the Affordable Care Act. WH PR link.

Monday, February 16:
Presidents’ Day. US stock exchanges, most US federal, state, and local government offices are closed.

Mondelez Intl(PBR85) acquires private 40 product US snacking company Enjoy Life Foods, terms not disclosed. MDLZ PR link.

Ball Corp(PBR304) acquires 2 Canton, Ohio, area 100 employee metal end & closure facilities from Sonoco Products(PBR485). Ball PR link.

Crown Castle(PBR670) is exploring the sale of its wireless infrastructure Australian subsidiary. CCI PR link.

Friday, February 13:
DJIA closes week at 18,019.35, +1.09%% from last Friday, +4.98% MTD, +1.10% QTD & YTD.
NASDAQ closes week at 4,893.84, +3.15% from last Friday, +5.58% MTD, +3.33% QTD & YTD.
SPX closes week at 2,096.99(R), +2.02%% from last Friday, +5.11% MTD, +1.85% QTD & YTD.

American International Group(PBR41) authorizes $2.5 billion shares buyback program, repurchased $4.9 billion in 2014. AIG PR link.

Enterprise Products(PBR56) completes $5.9 billion acquisition of Oiltanking Properties, to operate as a wholly owned subsidiary. EPD PR link.

Actavis(PBR297) to divest its outsourcing/R&D unit Aptalis Pharmaceutical Technologies to private investment firm TPG. Actavis PR link.

Heartland Payment Systems(PBR859) has acquired POS companies Dinerware & pcAmerica, adds to previous POS acquisitions. HPY PR link.

General Dynamics(PBR91) appoints L Flynn EVP Aerospace Group, M Burns president of Gulfstream, M A Gilliland EVP HR/Admin, various effective dates. GD PR link.

Avery Dennison(PBR402) hires Anne Bramman as SVP/CFO. AVY PR link.

Thursday, February 12:
American Express(PBR86) announces co-brand & merchant acceptance agreements with Costco(PBR18) to expire 03/31/16. AMEX PR link.

Anixter(PBR398) to sell its OEM Supply-Fasteners segment to American Industrial Partners(NR) for $380 million cash. Anixter PR link.

Expedia(PBR496) to acquire global online travel company Orbitz Worldwide(NYSE: OWW) for $12/share, $1.6 billion cash. Expedia PR link.

Energen(PBR941) allocating $1 billion for drilling & development in 2015, selling majority of San Juan Gas assets for $395 million. Energen PR link.

Kraft Foods(PBR145) promotes George Zoghbi to COO, Chris Kempczinsk to EVP, Growth Incentives & President, International; CFO, CMO, & EVP R & D departing. Kraft PR link.

ConAgra Foods(PBR149) names former Hillshire Brands president/CEO Sean Connolly as its next CEO, effective 04/06/15, to succeed retiring CEO Gary Rodkin. ConAgra PR link.

The US Dept of Commerce in advance report says January 2014 retail & food services was at $439.8 billion, up $14.2 billion from January 2013. USDOC PR link.

The US Dept of Labor reports that for the week ending 01/31/15 the total insured unemployment was at 2,354,000, 1.8% insured unemloyment rate. USDOL PR link.

Wednesday, February 11:
Rite Aid(PBR108) to acquire independent pharmacy benefit manager EnvisionRx for $2 billion. Rite Aid PR link.

Arrow Electronics(PBR129) to acquire Taiwan based $500 million/yr Asian electronic component distributor ATM Electronic Corp. AE PR link.

Corinthian Colleges(PBR974) receives suspension/delisting notice from NASDAQ, to be effective 02/17/15, for failure to file annual 10-K report on a timely basis. CC PR link.

CSX(PBR224) promotes Oscar Munoz to President, retains COO title. Cindy Sanborn promoted to EVP-Operations, reports to Munoz. CSX PR link.

Alaska Air(PBR459) appoints Jay Gupta Managing Director of Infrastructure & Modern Platforms in IT Services division, oversees data, call centers. Alaska Air PR link.

Ascena Retail(PBR493) promotes SVP Financial Planning & Analysis Robb Giamatteo to CFO. Ascena PR link.

Amkor Technology(PBR676) appoints Dr. Choon Heung Lee EVP Worldwide Manufacturing Operations, succeeds retiring JooHo Kim, reports to President/CEO Steve Kelley. Amkor PR link.

Louisiana-Pacific Corp(PBR869) makes several changes in executive leadership effective 03/01/15, including sales & marketing. L-P PR link.

The US Dept of Treasury reports January receipts of $307.6 billion, outlays of $324.3 billion, deficit of $17.5 billion, fiscal YTD deficit of $194.2 billion. USDOTr PR link.

Tuesday, February 10:
First Solar(PBR628) announces Apple(PBR4) has committed to a $848 million, 25 year, 130 megawatt solar power purchase deal. FS PR link.

International Game Technology(PBR876) stockholders approve $6.4 billion acquisition led by Italian based GTECH. IGT PR link.

Home Depot(PBR35) is filling more than 80,000 positions for the spring season. HD PR link.

The US Dept of Commerce preliminary report says that December 2014 wholesalers sales were $449.8 billion, -0.4% from November, but +1.4% from December 2013. USDOC PR link.

The US Dept of Labor reports that there were 5.0 million job openings on the last business day of December(4.8 million in November), the highest level since January 2001. USDOL PR link.

Monday, February 9:
General Dynamics(PBR91) authorizes repurchase of up to 10 million shares on the open market. GD PR link.

Federal-Mogul(NASDAQ: FDML) completes $385 million acquisition of the TRW Automotive(PBR154) German based 4,000 employee engine valve business. F-M PR link.

Alliant Techsystems(PBR494) completes spin-off of its Sporting Goods business as Vista Outdoor, which will start trading on 02/10/15 as NYSE: VSTO, then completes merger with Orbital Sciences(PBR1019), renamed Orbital ATK, to start trading as NYSE: OA on 02/10/15. Orbital ATK PR link.

Alcoa(PBR122) names Nahla Azmy VP/Investor Relations, appoints Kelly Pasterick VP Global Financial Processes, Global Primary Products. Alcoa PR link.

BlackRock(PBR262) appoints Deborah Winshell as Managing Director/Global Impact Investing, for social/environmental causes, will also oversee global philanthropy program. BlackRock PR link.

The Andersons(PBR428) Grain Group President Denny Addis retiring in May, Ethanol Group President Neill McKinstray to assume leadership over both groups. The Andersons PR link.

Aeropostale(PBR868) EVP/CFO Marc Miller becoming COO, David Dick joining as SVP/CFO on 02/17/15. Aeropostale PR link.

Avista Corp(PBR973) names Kevin Christie VP of Customer Solutions, retains external communications, community outreach, philanthropy and other responsibilities. Avista PR link.

CBL & Assoc(PBR1082) names appointments for director of accounting, SVP planning/redevelopment, VP shared services, VP development/redevelopment, VP development. CBL PR link.

Friday, February 6:
DJIA closes week at 17,824.29, +3.84%% from last Friday & MTD, +0.01% QTD & YTD.
NASDAQ closes week at 4,744.40, +2.36% from last Friday & MTD, +0.18% QTD & YTD.
SPX closes week at 2,055.47, +3.03%% from last Friday & MTD, -0.17% QTD & YTD.

The Pantry(PBR331) sets 03/10/15 for special shareholders meeting to vote on acquisition by Quebec, Canada based Alimentation Couche-Tard for $36.25/share, $1.7 billion deal. Pantry PR link.

Harris Corp(PBR469) to buy global aerospace, defense, information & other technologies Exelis(NYSE: XLS) for $23.75/share, $4.75 billion. Harris PR link.

Cablevision(PBR397) president Brian Sweeney to also become CFO on 03/01/15, report to CEO James Dolan. Cablevision PR link.

The US Dept of Labor reports that total nonfarm payroll employment rose by 257,000 in January, and the unemployment rate was little changed at 5.7%. USDOL PR link.

The US Federal Reserve reports that December consumer credit increased at an annual rate of 5-1/2%. FRB PR link.

Standard & Poor’s lowers Greece Long-Term Rating from ‘B’ to ‘B-‘, kept on CreditWatch negative. S&P PR link.

Thursday, February 5:
Verizon(PBR15) announces $15.54 billion in deals with Frontier Communications(PBR497) & American Tower(PBR625), authorizes $5 billion shares buyback program. Verizon PR link.

Anthem(PBR40) confirms patient records were hacked, CEO statement. Anthem PR link.

Actavis(PBR297) to divest rights to branded respiratory portfolio in US/Canada to AstraZeneca for $600+ million. Actavis PR link.

RadioShack(PBR619) reaches asset purchase agreement for affiliate of Standard General to acquire up to 2,400 stores, also filing for Chapter 11 bankruptcy. RadioShack PR link.

W.R. Grace(PBR657) to split into 2 independent public companies to be named later, Catalyst & Materials Technologies, and Construction Products & Darex packaging. WRG PR link.

Brocade Communication(PBR836) to acquire assets of Riverbed Technology(PBR1085). Brocade PR link.

Greenbrier Cos(PBR839) appoints Brad Skinner as SVP, Business Development, other appointments mentioned. GreenbrierPR link.

Brown & Brown(PBR1020) hires B Carl Owen as CIO, reports to EVP/CFO R Andrew Watts. B&BPR link.

The US Dept of Commerce reports that the international trade of goods & services deficit was $46.6 billion in December, up $6.8 billion from November. USDOC PR link.

FreddieMac(PBR33) reports that the average 30 year fixed mortgage rate ending 02/05/15 was 3.59% with 0.7 fees/points. FreddieMac PR link.

The US Dept of Labor reports that annual nonfarm labor average productivity increased 0.8% from 2013 to 2014. USDOL PR link.

Wednesday, February 4:
Staples(PBR120) to acquire Office Depot(PBR235) in $6.3 billion cash/stock deal. OD PR link.

GNC(PBR739) agrees to NY Attorney General request to halt sales of certain herbal supplements, stands behind product quality. GNC PR link.

Under Armour(PBR809) has acquired 20 million user mobile sports tracking Denmark based Endomondo for $85 million cash, to acquire 80 million online user health goals US based MyFitnessPal for $475 million. UA PR link.

Caesars Entertainment(PBR301) announces Mark Frissora joining as CEO designee, to become CEO on 07/01/15. CE PR link.

Harley-Davidson(PBR417) names President/COO Matt Levatich to become President/CEO after retirement of Keith Wandell on 05/01/15. H-D PR link.

ADP(PBR220) reports that there were 213,000 new private sector jobs in January, down from 253,000 in December. ADP PR link.

FreddieMac(PBR33) reports that borrowers who refinanced in 2014 to save net $5 billion in interest over 1st 12 mos compared to $20 billion in 2013. FreddieMac PR link.

Tuesday, February 3:
Auto Industry Update:
GM US January sales were 202,786 vehicles, up 18% over last year. PR link
Ford US January sales were 178,351 vehicles, up 15% over last year. PR link
Fiat Chrysler US January sales were 145,007 vehicles, up 14% over last year. PR link .

Ford(PBR8) hiring 1,550 for F-150 plants. Ford PR link.

Archer-Daniels-Midland(PBR28) to sell 50% stake in Northern Brazil export terminal, to quadruple capacity. ADM PR link.

Macy’s(PBR97) to acquire luxury beauty products & spa services retailer Bluemercury for $210 million cash. Click here for the Macy’s press release.

JM Smucker(PBR427) to acquire 2,500 employee pet food & snacks producer Big Heart Pet Brands for $5.8 billion cash/stock, includes $2.6 billion debt. Click here for the JMS press release.

FMC Corp(PBR578) selling its Alkali Chemicals business to Tronox(PBR907) for $1.64 billion. FMC PR link.

Wendy’s(PBR777) to sell 500 corp restaurants to franchisees, open 1,000 new restaurants by 2020. Wendy’s PR link.

Macy’s(PBR97) announces several senior executive changes & appointments to deepen focus on omnichannel profitable sales growth. Click here for the Macy’s press release.

SunEdison(PBR888) appoints Paul Gaynor, former First Wind CEO, as EVP N American Utility & Global Wind. SunEdison PR link.

The NY Attorney General asks major retailers to halt sales of certain herbal supplements, DNA tests fail to confirm listed active ingredients. NYAG PR link.

The US Dept of Commerce reports that new orders for manufactured goods in December were down 5 consecutive mos, decreased $16.4 billion, -3.4%, to $471.5 billion. USDOC PR link.

Monday, February 2:
Sysco(PBR60) to sell 11 US food distribution centers to Performance Food Group, contingent on successful Sysco-US Foods merger. Click here for the Sysco press release.

Mylan(PBR360) to acquire certain female healthcare businesses from India based Famy Care for up to $800 million. Mylan PR link.

Kindred Healthcare(PBR481) completes $1.8 billion acquisition of Gentiva Health(PBR944). KND PR link.

FMC Corp(PBR578) acquires global rights for new broadleaf weed herbicide from Japan based Kumiai Chemical. FMC PR link.

Arthur J Gallagher(PBR647) acquires specialty insurance broker Aequus Trade Credit. AJG PR link.

Cerner(PBR687) completes acquisition of Siemens Health Services for $1.3 billion cash. Cerner PR link.

Intuitive Surgical(PBR829) approves an up to $1 billion shares buyback program. Click here for the IS press release.

AvalonBay Communities(PBR1001) buys 22.5ksf site at 1865 Broadway from American Bible Society for $300 million, will develop 300ksf residential/retail facility. ABC PR link.

Chevron(PBR3) promotes Jeanette Ourada to Corporate VP/Comptroller effective 04/01/15, upon retirement of Matt Foehr. Chevron PR link.

VISA(PBR212) appoints Vasant Prahbu as CFO effective 02/09/15, succeeds Byron Pollitt who is retiring. VISA PR link.

Dick’s Sporting Goods(PBR400) appoints CFO Andre Hawaux to additional role of COO. DSG PR link.

Cincinnati Financial(PBR517) lists promotions & new appointments of subsidiary companies directors, officers & general counsel. CF PR link.

CA Technologies(PBR520) hires Michael Bisignano as EVP/General Counsel, reports to CEO Mike Gregoire. CA PR link.

Lands’ End(PBR984) CEO Edgar Huber to retire on 02/17/15, Federica Marchionni to become CEO. Click here for the LE press release.

The US Dept of Commerce reports that personal income was up $41.3 billion, 0.3%, & disposable personal income up $35.8 billion, 0.3%, in December. USDOC PR link.

The US Dept of Commerce reports that December construction spending is estimated at an annual rate of $982.1 billion, 0.4% above November, 2.2% above December 2013. USDOC PR link.

Sunday, February 1:
The PBR1000: The January 2015 Breaking News Recap is available. Click here for the blog post.

Super Bowl XLIX Final:
New England Patriots 28, Seattle Seahawks 24.
Most Valuable Player:
Quarterback Tom Brady
Played at:
University of Phoenix Stadium,
Glendale, Arizona

Protective Life(PBR572) acquisition by Japan based Dai-ichi Life Insurance Company, Limited (TSE: 8750) for $70.00/share, $5.7 billion cash has been completed. PL PR link.

(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 freedigitalphotos.net, KROMKRATHOG.)

The PBR1000: The January 2015 Stocks/Commodities Snapshots

ID-100235617 Stock Market Chart-cooldesign

Where Should We Put Our Money?

By Larry C. Paxton

The PBR1000 January 2015 Snapshots include news and stock data on 1,088 companies in 15 analytical reports.

Current The PBR1000 Subscribers should have already received the MS Excel workbook.

The stock exchanges started the new year down from the near record highs in December. The stock exchanges continue to be greatly affected by the price of oil and international current and potential crises. Economic indicators continue to show mixed results. It is anticipated by nearly everybody that the Federal Reserve will up interest rates at some point, but it now looks like later in the year.

In the following tables the stock price is for the close of trading on January 30th, Month % Chg is compared to December 31st, YTD % Chg is compared to December 31, 2014, and the 13 Mos % Chg is compared to December 31, 2013.

Table 1: The PBR1000 Stock Price Composite

Table 1 Summary: Made up of the sum of the stock prices of the 1,088 companies currently tracked by The PBR1000.

Company Price
01/30/15
Mo
% Chg
YTD
% Chg
13 Mos
% Chg
The PBR1000 289,767.92 -3.99 -3.99 +17.66

 

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

Table 2 Summary: The range was +220.00% to -59.47%. 348 out of 1,088 stock prices were up 0.00% or more, or 31.99% of the companies tracked. The median was a loss of 3.35%

Company PBR
Rank
Symbol Price
01/30/15
Mo
% Chg
YTD
% Chg
13 Mos
% Chg
NII Holdings
495 NIHDQ 0.064 +220.00 +220.00 -97.67
Education Management
826 EDMC 0.276 +67.27 +67.27 -97.26
Exide Technologies
697 XIDEQ 0.082 +37.82 +38.82 -65.83
Newmont Mining
311 NEM 25.150 +33.07 +33.07 +9.21
Netflix
534 NFLX 441.800 +29.33 +29.33 +20.00

 

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

Table 3 Summary: The range was +220.00% to -59.47%. 348 out of 1,088 stock prices were up 0.00% or more, or 31.99% of the companies tracked. The median was a loss of 3.35%

Company PBR
Rank
Symbol Price
01/30/15
Mo
% Chg
YTD
% Chg
13 Mos
% Chg
NII Holdings
495 NIHDQ 0.064 +220.00 +220.00 -97.67
Education Management
826 EDMC 0.276 +67.27 +67.27 -97.26
Exide Technologies
697 XIDEQ 0.082 +37.82 +38.82 -65.83
Newmont Mining
311 NEM 25.150 +33.07 +33.07 +9.21
Netflix
534 NFLX 441.800 +29.33 +29.33 +20.00

 

Table 4: The PBR1000 Top 5 13 Months Stock Price % Gainers

Table 4 Summary: Range was +139.81% to -97.67%. 624 out of 1,083 stock prices were up 0.00% or more, or 57.62% of the companies tracked. The median was a gain of 4.47%.

Company PBR
Rank
Symbol Price
01/30/15
Mo
% Chg
YTD
% Chg
13 Mos
% Chg
Southwest Airlines
150 LUV 45.18 +6.76 +6.76 +139.81
Electronic Arts
603 EA 54.86 +16.69 +16.69 +139.15
The Pantry
331 PTRY 36.90 -0.43 -0.43 +119.90
Hawaiian Holdings
849 HA 19.44 -25.37 -25.37 +101.87
Freescale Semiconductor
548 FSL 32.09 +27.19 +27.19 +99.94

 

Table 5: The PBR1000 Selected Stock Exchanges/Commodities

Company Price
01/30/15
Mo
% Chg
YTD
% Chg
13 Mos
% Chg
DJIA 17,164.95 -3.69 -3.69 +3.55
NASDAQ 4,635.24 -2.13 -2.13 +10.98
S&P500 1,994.99 -3.10 -3.10 +7.93
Gold 1,279.20 +7.96 +7.96 +6.40
Silver 17.21 +10.32 +10.32 -11.15
Oil 48.24 -9.44 -9.44 -47.11

 

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

Don’t forget to follow us on Twitter at @ThePBR1000.

(The PBR1000 provides astute investors and business professionals with the data, news, and analysis for taking higher probability of success actions. The PBR1000 covers over 1,000 of the largest publicly held companies with principle or administrative 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 Subscribers of The PBR1000. Subscribers 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 cooldesign/FreeDigitalPhotos.net)