Builders Firstsource (BLDR) Market Valuation Rose While Redwood Capital Management Decreased Holding by $5.46 Million; First Fiduciary Investment Counsel Holding in Philip Morris Int’l (PM) Has Cut as Stock Rose

February 15, 2018 - By Darrin Black

First Fiduciary Investment Counsel Inc decreased its stake in Philip Morris Int’l (PM) by 55.23% based on its latest 2017Q3 regulatory filing with the SEC. First Fiduciary Investment Counsel Inc sold 114,859 shares as the company’s stock rose 10.69% with the market. The institutional investor held 93,109 shares of the farming and seeds and milling company at the end of 2017Q3, valued at $10.34M, down from 207,968 at the end of the previous reported quarter. First Fiduciary Investment Counsel Inc who had been investing in Philip Morris Int’l for a number of months, seems to be less bullish one the $159.27 billion market cap company. The stock decreased 0.49% or $0.51 during the last trading session, reaching $102.54. About 4.25 million shares traded. Philip Morris International Inc. (NYSE:PM) has risen 16.65% since February 15, 2017 and is uptrending. It has underperformed by 0.05% the S&P500.




Jonathan Kolatch decreased its stake in Builders Firstsource Inc (BLDR) by 80.31% based on its latest 2017Q3 regulatory filing with the SEC. Redwood Capital Management Llc sold 321,230 shares as the company’s stock rose 13.67% with the market. The hedge fund run by Jonathan Kolatch held 78,770 shares of the consumer services company at the end of 2017Q3, valued at $1.42M, down from 400,000 at the end of the previous reported quarter. Redwood Capital Management Llc who had been investing in Builders Firstsource Inc for a number of months, seems to be less bullish one the $2.24B market cap company. The stock increased 1.75% or $0.34 during the last trading session, reaching $19.82. About 1.66 million shares traded or 16.47% up from the average. Builders FirstSource, Inc. (NASDAQ:BLDR) has risen 24.30% since February 15, 2017 and is uptrending. It has outperformed by 7.60% the S&P500.

Investors sentiment increased to 2.02 in Q3 2017. Its up 0.72, from 1.3 in 2017Q2. It increased, as 11 investors sold BLDR shares while 53 reduced holdings. 52 funds opened positions while 77 raised stakes. 101.77 million shares or 11.10% more from 91.60 million shares in 2017Q2 were reported. Laurion Cap Mngmt Ltd Partnership reported 0.05% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Point72 Asia (Hong Kong) accumulated 58 shares. Invesco Ltd holds 0.03% or 3.89 million shares. Virtu Fincl Ltd Limited Liability Company stated it has 0% in Builders FirstSource, Inc. (NASDAQ:BLDR). Cwm Limited Company stated it has 0% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Balyasny Asset Mngmt Ltd Limited Liability Company stated it has 3.37 million shares. Fmr Limited Liability Co holds 0% or 1.43 million shares. Manufacturers Life Insur The stated it has 0% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Thompson Siegel And Walmsley Lc holds 42,850 shares or 0.01% of its portfolio. Spitfire Capital Ltd Limited Liability Company accumulated 1.01 million shares. Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta owns 15,800 shares. Jpmorgan Chase & holds 1,507 shares or 0% of its portfolio. First Personal Serv holds 0% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR) for 1,230 shares. Regions Corp has invested 0.01% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Buckingham Cap Management Incorporated, a New York-based fund reported 1.02 million shares.

Since September 6, 2017, it had 1 buying transaction, and 4 insider sales for $207.80 million activity. On Wednesday, September 6 LEVY PAUL S bought $12.94M worth of Builders FirstSource, Inc. (NASDAQ:BLDR) or 800,000 shares. 109,536 Builders FirstSource, Inc. (NASDAQ:BLDR) shares with value of $1.83 million were sold by SHERMAN FLOYD F. The insider JLL Building Holdings – LLC sold 13.48 million shares worth $218.01 million. GRIFFIN ROBERT C sold $297,134 worth of stock or 17,655 shares.

Among 11 analysts covering Builders Firstsource (NASDAQ:BLDR), 9 have Buy rating, 0 Sell and 2 Hold. Therefore 82% are positive. Builders Firstsource had 24 analyst reports since August 3, 2015 according to SRatingsIntel. SunTrust maintained it with “Buy” rating and $20.0 target in Thursday, November 9 report. The firm has “Outperform” rating given on Wednesday, September 7 by Wedbush. The stock of Builders FirstSource, Inc. (NASDAQ:BLDR) has “Buy” rating given on Wednesday, August 9 by Deutsche Bank. The firm earned “Buy” rating on Sunday, January 21 by Stifel Nicolaus. The firm has “Buy” rating by Seaport Global given on Tuesday, January 2. The stock has “Buy” rating by Zacks on Monday, August 10. The stock of Builders FirstSource, Inc. (NASDAQ:BLDR) has “Buy” rating given on Tuesday, January 16 by Stephens. The company was maintained on Tuesday, June 27 by FBR Capital. The company was initiated on Thursday, October 8 by Credit Suisse. FBR Capital maintained the stock with “Buy” rating in Friday, November 10 report.

Analysts await Builders FirstSource, Inc. (NASDAQ:BLDR) to report earnings on February, 27. They expect $0.16 earnings per share, 0.00% or $0.00 from last year’s $0.16 per share. BLDR’s profit will be $18.07M for 30.97 P/E if the $0.16 EPS becomes a reality. After $0.39 actual earnings per share reported by Builders FirstSource, Inc. for the previous quarter, Wall Street now forecasts -58.97% negative EPS growth.

Since August 30, 2017, it had 0 insider purchases, and 2 insider sales for $13.44 million activity. Azinovic Drago sold $1.62M worth of stock.

Investors sentiment increased to 0.97 in Q3 2017. Its up 0.09, from 0.88 in 2017Q2. It is positive, as 55 investors sold PM shares while 524 reduced holdings. 112 funds opened positions while 452 raised stakes. 1.10 billion shares or 0.12% more from 1.10 billion shares in 2017Q2 were reported. Ngam Advisors Ltd Partnership holds 0.37% or 311,267 shares. Sentry Invs Corp accumulated 2,300 shares. Andra Ap has invested 0.26% in Philip Morris International Inc. (NYSE:PM). 7,905 were reported by Intersect Llc. Illinois-based Oakbrook Ltd has invested 0.56% in Philip Morris International Inc. (NYSE:PM). The Nebraska-based First Retail Bank Of Omaha has invested 0.25% in Philip Morris International Inc. (NYSE:PM). Horrell Capital Management invested 0% in Philip Morris International Inc. (NYSE:PM). Gillespie Robinson And Grimm Incorporated holds 8,620 shares or 0.13% of its portfolio. Sumitomo Mitsui Trust has 4.59 million shares for 0.72% of their portfolio. Busey accumulated 7,175 shares. Cap One National Association reported 53,180 shares or 0.41% of all its holdings. Vident Advisory Ltd Liability owns 0.02% invested in Philip Morris International Inc. (NYSE:PM) for 3,489 shares. Mackenzie Finance Corp has 0.24% invested in Philip Morris International Inc. (NYSE:PM) for 396,022 shares. Stephens Incorporated Ar reported 155,081 shares. Argent reported 8,378 shares.

Among 19 analysts covering Philip Morris International (NYSE:PM), 13 have Buy rating, 0 Sell and 6 Hold. Therefore 68% are positive. Philip Morris International has $140.0 highest and $80 lowest target. $113.27’s average target is 10.46% above currents $102.54 stock price. Philip Morris International had 54 analyst reports since August 24, 2015 according to SRatingsIntel. The rating was maintained by Piper Jaffray with “Buy” on Thursday, October 19. Piper Jaffray maintained the stock with “Buy” rating in Thursday, February 8 report. The firm has “Neutral” rating given on Tuesday, April 19 by JP Morgan. The rating was upgraded by CLSA to “Buy” on Monday, November 14. Cowen & Co maintained it with “Buy” rating and $13500 target in Thursday, July 20 report. The rating was maintained by Jefferies with “Hold” on Tuesday, June 20. The firm earned “Hold” rating on Friday, August 11 by SBG Securities. Stifel Nicolaus maintained the shares of PM in report on Thursday, August 31 with “Buy” rating. The stock has “Buy” rating by Goldman Sachs on Monday, October 3. Citigroup initiated the shares of PM in report on Tuesday, September 13 with “Neutral” rating.

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