As Lam Research (LRCX) Stock Value Rose, Shareholder Alpha Windward Has Lowered Holding by $603,198; As Verizon Communications (VZ) Share Value Declined, Mark Sheptoff Financial Planning Decreased Its Stake by $985,204

November 14, 2017 - By Marguerite Chambers

Mark Sheptoff Financial Planning Llc decreased its stake in Verizon Communications Inc (VZ) by 31.94% based on its latest 2017Q2 regulatory filing with the SEC. Mark Sheptoff Financial Planning Llc sold 22,391 shares as the company’s stock declined 7.66% while stock markets rallied. The institutional investor held 47,708 shares of the telecommunications equipment company at the end of 2017Q2, valued at $2.13M, down from 70,099 at the end of the previous reported quarter. Mark Sheptoff Financial Planning Llc who had been investing in Verizon Communications Inc for a number of months, seems to be less bullish one the $180.35B market cap company. The stock declined 1.14% or $0.51 reaching $44.21 per share. About 14.96 million shares traded. Verizon Communications Inc. (NYSE:VZ) has declined 8.48% since November 14, 2016 and is downtrending. It has underperformed by 25.18% the S&P500.

Alpha Windward Llc decreased its stake in Lam Research Corp (LRCX) by 94.54% based on its latest 2017Q2 regulatory filing with the SEC. Alpha Windward Llc sold 4,278 shares as the company’s stock rose 32.64% with the market. The institutional investor held 247 shares of the industrial machinery and components company at the end of 2017Q2, valued at $35,000, down from 4,525 at the end of the previous reported quarter. Alpha Windward Llc who had been investing in Lam Research Corp for a number of months, seems to be less bullish one the $33.67B market cap company. The stock declined 0.64% or $1.34 reaching $207.89 per share. About 748,114 shares traded. Lam Research Corporation (NASDAQ:LRCX) has risen 107.86% since November 14, 2016 and is uptrending. It has outperformed by 91.16% the S&P500.

Investors sentiment decreased to 0.88 in Q2 2017. Its down 0.12, from 1 in 2017Q1. It turned negative, as 90 investors sold VZ shares while 700 reduced holdings. 112 funds opened positions while 587 raised stakes. 2.49 billion shares or 0.28% less from 2.50 billion shares in 2017Q1 were reported. Meiji Yasuda Life Ins owns 88,047 shares. The California-based Shelton Cap Mgmt has invested 0.46% in Verizon Communications Inc. (NYSE:VZ). Dana Inv Advisors reported 98,819 shares. Delta Asset Management Ltd Liability Tn owns 65,761 shares for 0.45% of their portfolio. Dt Prtnrs Limited Liability owns 0.33% invested in Verizon Communications Inc. (NYSE:VZ) for 37,864 shares. Ig Investment Management Limited accumulated 13.12M shares or 3.02% of the stock. Pring Turner Cap Group reported 26,948 shares stake. Evercore Wealth Mngmt Lc holds 0.1% or 58,902 shares in its portfolio. Reilly Fincl Advisors Limited Liability Com accumulated 237,064 shares or 1.62% of the stock. Cincinnati Fincl Corp holds 486,700 shares. Bessemer Grp Inc Inc has 0.53% invested in Verizon Communications Inc. (NYSE:VZ) for 2.97M shares. Great West Life Assurance Can has invested 0.6% in Verizon Communications Inc. (NYSE:VZ). Security National Tru has invested 1.2% in Verizon Communications Inc. (NYSE:VZ). Smith Chas P & Pa Cpas stated it has 2.64% of its portfolio in Verizon Communications Inc. (NYSE:VZ). Fukoku Mutual Life reported 197,830 shares stake.

More notable recent Verizon Communications Inc. (NYSE:VZ) news were published by: Prnewswire.com which released: “Mariana Agathoklis named communications vice president at Verizon” on November 06, 2017, also Bloomberg.com with their article: “Verizon Is Eyeing Spring for the Start of Delayed Online TV Service” published on October 18, 2017, Nasdaq.com published: “Zacks Industry Outlook Highlights: AT&T, Verizon Communications, Comcast …” on November 14, 2017. More interesting news about Verizon Communications Inc. (NYSE:VZ) were released by: Businessinsider.com and their article: “Verizon beats as subscriber growth tops estimates” published on October 19, 2017 as well as Investorplace.com‘s news article titled: “Verizon Communications Inc. Stock is a Dividend Investor’s Dream” with publication date: November 01, 2017.

Since May 30, 2017, it had 0 insider buys, and 1 insider sale for $27,657 activity.

Analysts await Verizon Communications Inc. (NYSE:VZ) to report earnings on January, 23. They expect $0.88 EPS, up 2.33% or $0.02 from last year’s $0.86 per share. VZ’s profit will be $3.59B for 12.56 P/E if the $0.88 EPS becomes a reality. After $0.98 actual EPS reported by Verizon Communications Inc. for the previous quarter, Wall Street now forecasts -10.20% negative EPS growth.

Mark Sheptoff Financial Planning Llc, which manages about $218.89 million and $145.60 million US Long portfolio, upped its stake in American Elec Pwr Inc (NYSE:AEP) by 9,749 shares to 18,825 shares, valued at $1.31M in 2017Q2, according to the filing. It also increased its holding in Nextera Energy Inc (NYSE:NEE) by 7,418 shares in the quarter, for a total of 35,831 shares, and has risen its stake in Alibaba Group Hldg Ltd (NYSE:BABA).

Among 26 analysts covering Verizon Communications Inc. (NYSE:VZ), 6 have Buy rating, 0 Sell and 20 Hold. Therefore 23% are positive. Verizon Communications Inc. had 57 analyst reports since July 22, 2015 according to SRatingsIntel. The stock has “Perform” rating by Oppenheimer on Wednesday, July 20. FBR Capital downgraded the stock to “Mkt Perform” rating in Wednesday, January 25 report. Moffett Nathanson upgraded the stock to “Buy” rating in Tuesday, February 21 report. Cowen & Co maintained it with “Hold” rating and $50.0 target in Thursday, October 19 report. The rating was maintained by RBC Capital Markets with “Hold” on Sunday, September 17. The company was maintained on Friday, October 6 by Jefferies. On Friday, August 14 the stock rating was upgraded by Zacks to “Hold”. Barclays Capital maintained it with “Equal Weight” rating and $49 target in Thursday, April 13 report. Robert W. Baird maintained Verizon Communications Inc. (NYSE:VZ) on Wednesday, October 4 with “Hold” rating. As per Friday, May 26, the company rating was maintained by RBC Capital Markets.

Analysts await Lam Research Corporation (NASDAQ:LRCX) to report earnings on January, 24. They expect $3.67 earnings per share, up 63.84% or $1.43 from last year’s $2.24 per share. LRCX’s profit will be $594.40M for 14.16 P/E if the $3.67 EPS becomes a reality. After $3.46 actual earnings per share reported by Lam Research Corporation for the previous quarter, Wall Street now forecasts 6.07% EPS growth.

Alpha Windward Llc, which manages about $148.77M and $155.50M US Long portfolio, upped its stake in Synovus Finl Corp (NYSE:SNV) by 10,734 shares to 11,395 shares, valued at $504,000 in 2017Q2, according to the filing. It also increased its holding in Vmware Inc (NYSE:VMW) by 4,979 shares in the quarter, for a total of 5,275 shares, and has risen its stake in Packaging Corp Amer (NYSE:PKG).

More important recent Lam Research Corporation (NASDAQ:LRCX) news were published by: Globenewswire.com which released: “Lam Research Corporation Reports Financial Results for the Quarter Ended …” on October 17, 2017, also Seekingalpha.com published article titled: “Reuters: Lam CFO says no more big acquisition attempts”, Seekingalpha.com published: “Lam Research: Quality, Value And Momentum” on November 08, 2017. More interesting news about Lam Research Corporation (NASDAQ:LRCX) was released by: Globenewswire.com and their article: “Lam Research Corporation Announces Participation at Upcoming Conferences” with publication date: October 31, 2017.

Since May 18, 2017, it had 0 insider buys, and 2 insider sales for $1.82 million activity. Shares for $1.39 million were sold by ARCHER TIMOTHY. $3.01 million worth of Lam Research Corporation (NASDAQ:LRCX) shares were sold by NEWBERRY STEPHEN G.

Investors sentiment decreased to 0.98 in Q2 2017. Its down 0.14, from 1.12 in 2017Q1. It fall, as 43 investors sold LRCX shares while 255 reduced holdings. 110 funds opened positions while 182 raised stakes. 149.22 million shares or 7.19% less from 160.77 million shares in 2017Q1 were reported. Group One Trading Lp stated it has 13,611 shares or 0.02% of all its holdings. Kentucky-based Kentucky Retirement Insurance Tru Fund has invested 0.11% in Lam Research Corporation (NASDAQ:LRCX). Tiaa Cref Invest Management Limited Liability Corporation invested 0.17% of its portfolio in Lam Research Corporation (NASDAQ:LRCX). Colorado-based Pub Employees Retirement Association Of Colorado has invested 0.03% in Lam Research Corporation (NASDAQ:LRCX). Federated Inc Pa has 0.24% invested in Lam Research Corporation (NASDAQ:LRCX) for 579,699 shares. Commonwealth Of Pennsylvania Public School Empls Retrmt Systems invested in 11,984 shares. Moreover, Origin Asset Management Limited Liability Partnership has 1.84% invested in Lam Research Corporation (NASDAQ:LRCX) for 211,467 shares. Benjamin F Edwards And Co owns 0% invested in Lam Research Corporation (NASDAQ:LRCX) for 138 shares. Johnson Investment Counsel owns 1,472 shares. Amf Pensionsforsakring Ab owns 272,500 shares or 0.4% of their US portfolio. Retirement Of Alabama has 78,213 shares. First Merchants Corp reported 4,965 shares. Grassi Inv Mngmt owns 0.2% invested in Lam Research Corporation (NASDAQ:LRCX) for 7,925 shares. Sumitomo Mitsui holds 0.12% of its portfolio in Lam Research Corporation (NASDAQ:LRCX) for 560,705 shares. Thompson Siegel & Walmsley Lc invested in 352 shares.

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