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Blogs about AVT

Blogs	Description	Date Updated
A Good Month — A Good Year, so far	Of the 35 stocks in my portfolio, only 4 lost money for me in May: Magna International, Group 1 Automotive, Reinsurance Group of America, and Hartford Insurance. My largest gainer, OfficeMax, paid for all of the losses and then some. I am only market-weight in energy, so that was not what drove my month. Almost everything worked in May: company selection, industry selection, etc. My other big gainers were: Charlotte Russe, Helmerich & Payne, Japan Smaller Capitalization Fund, and Ensco...	May 31, 2008
Second Quarter 2008 Portfolio Changes	For this quarter, I sold two my two placeholder assets, the Industrial and Technology SPDRs, and Arkansas Best, which had richened enough for me to trade out of it. I had two rebalancing buys, Charlotte Russe and Avnet. On Charlotte Russe, the rebalancing buy occurred because I tendered all my stock @ $18 in the Dutch Tender, and 45% of it got bought. On Avnet, things aren’t as bad as the market thought on 4/15, in my opinion. I had one rebalancing sell, Helmerich and Payne. Just t...	April 16, 2008
The 52-Week Low Club (BORL)(SIGM)(NVTL)(AFFX)(CROX)	Fremont General (FMT) Down 50% today. Finally delisted. Hit bottom at $.26 against 52-week high of $13.80. Avnet (AVT) Warns on profits. Slips to $27.76 from... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	April 15, 2008
Wall Street Rumors - April 15, 2008	Daily Rumors Covering the Global Markets. Subscribe to the Daily Rumors Update Here. Delta, Northwest Agree to Merge; May Start Trend Delta Air Lines Inc. (NYSE:DAL) and Northwest Airlines Corp. (NYSE:NWA), after three months of twists and turns, agreed to merge in a deal that would create the world’s largest airline by traffic — if the agreement can pass regulatory muster and overcome potentially serious employee resistance. J&J’s Rosy Report Boosts Stocks Better-than-expe...	April 15, 2008
Earnings highlights: McDonald's, Kraft, P&G, Verizon, MasterCard, 3M and others	Filed under: Earnings reports, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), McDonald's (MCD), 3M Corporation (MMM), American Express (AXP), Black and Decker (BDK), Hershey Co (HSY), MasterCard Inc'A' (MA), Procter and Gamble (PG), Verizon Communications (VZ), Eastman Kodak (EK), Tyson Foods'A' (TSN), Kraft Foods'A' (KFT), SanDisk Corp (SNDK)The earnings crunch is in full swing, and here are a few of the highlights of this past week's earnings coverage from BloggingStocks: American Expr...	February 03, 2008
Avnet (AVT): Shares in bullish 'pennant' pattern	Filed under: Earnings reports, Cisco Systems (CSCO), Hewlett-Packard (HPQ), Oracle Corp (ORCL), Technical Analysis, Stocks to BuyAvnet (NYSE: AVT) distributes electronic components, computer products, software and embedded subsystems to more than 100,000 manufacturers and resellers in the Americas, the Middle East, Asia, Africa and Europe. The Electronics Marketing division provides such products as semiconductors, electronic connectors, electronic wires and cables, electromechanical products an...	January 30, 2008
Completion of the Reshaping	I ended up doing more in the first quarter reshaping than I had originally intended. Here are the trades: New Buys Avnet Ensco International Alliance Data Systems New Sales Bronco Drilling Rebalancing Sales Valero Energy (that was fast) The trades left me with 5% available in cash, and my normal 35 positions, with one being a double-weight (NAHC), and one being a 1.5x weight (JOF). I didn’t want to go a lot heavier into financials, and particularly not insurance. Ensco ends up repl...	January 30, 2008
Jim Cramer's Lightning Round	BullishArch Coal, Inc. (ACI), Peabody Energy Corporation (BTU), Avnet, Inc. (AVT), Allegheny Technologies Incorporated (ATI), Superior Offshore International, Inc. (DEEP), BASF (BF), Google Inc. (GOOG), L-3 Communications Holdings, Inc. (LLL), Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC). BearishExxon Mobil Corporation (XOM), Applied Materials, Inc. (AMAT), BJ Services Company (BJS), Travelzoo Inc. (T...	April 24, 2007
Jim Cramer's Lightning Round	BullishSyneron Medical Ltd. (ELOS), FuelCell Energy, Inc. (FCEL), Avnet, Inc. (AVT), Chemed Corporation (CHE), Time Warner Inc. (TWX), Comcast Corporation (CMCSA), The Gorman-Rupp Company (GRC), Onyx Pharmaceuticals, Inc. (ONXX), General Dynamics Corporation (GD), Lockheed Martin Corporation (LMT), Ceradyne, Inc. (CRDN), Hercules Offshore, Inc. (HERO), Hornbeck Offshore Services, Inc. (HOS), News Corporation (NWS), Six Flags,...	April 23, 2007
Analyst downgrades 4-09-07: Hess Corp & American Home Mortgage downgraded today	Filed under: Analyst upgrades and downgrades, Bad newsMOST NOTEWORTHY: Hess Corp (HES), American Home Mortgage Investment Corp (AHM) and Anglo American plc (AAUK) were today's noteworthy downgrades. Lehman Brothers downgraded Hess Corp (NYSE: HES) to Underweight from Equal-Weight based on valuation. American Home Mortgage Investment Corp (NYSE: AHM) was cut to Underperform from Market Perform at Keefe Bruyette, to Market Perform from Outperform at Friedman Billings, to Equal-Weight fr...	April 09, 2007

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