Gamble Jones Investment Counsel Has Trimmed International Business Machs (IBM) Position; Aercap Holdings NV (AER) Sentiment Is 1.12

June 18, 2018 - By Michael Collier

AerCap Holdings N.V. (NYSE:AER) Logo

Gamble Jones Investment Counsel decreased International Business Machs (IBM) stake by 9.57% reported in 2018Q1 SEC filing. Gamble Jones Investment Counsel sold 2,307 shares as International Business Machs (IBM)’s stock declined 9.42%. The Gamble Jones Investment Counsel holds 21,806 shares with $3.35 million value, down from 24,113 last quarter. International Business Machs now has $132.52B valuation. The stock decreased 0.71% or $1.03 during the last trading session, reaching $144.36. About 1.47M shares traded. International Business Machines Corporation (NYSE:IBM) has declined 6.24% since June 18, 2017 and is downtrending. It has underperformed by 18.81% the S&P500. Some Historical IBM News: ; 21/03/2018 – Several well-established companies have been piloting blockchain technology with IBM’s platform; 17/04/2018 – IBM has now posted revenue growth for the second quarter in a row; 20/03/2018 – Zerto Partners with IBM to Provide Data Protection for IBM’s Resiliency Orchestration DRaaS Solution; 14/03/2018 – IBM and EV Group Sign License Agreement on Laser Debonding Technology; 24/05/2018 – IBM: Credit Mutuel to Deploy Watson Across All Business Lines; 24/04/2018 – IBM Raises Dividend By 4.7% — MarketWatch; 17/04/2018 – $IBM extends drop after-hours, down now more than 4%; 16/03/2018 – IBM Helps Accelerate AI with Fast New Data Platform, Elite Team; 26/03/2018 – DailySource: Apple, IBM execs call for stiffer data rules. (USA TODAY) Video:; 24/05/2018 – FRESCHE SOLUTIONS, A PROVIDER OF IBM l APPLICATION MODERNIZATION AND MANAGEMENT SOLUTIONS, ANNOUNCED IT SECURED $60 MLN OF FINANCING

Aercap Holdings NV (AER) investors sentiment decreased to 1.12 in Q1 2018. It’s down -0.10, from 1.22 in 2017Q4. The ratio is negative, as 140 hedge funds increased and started new holdings, while 125 sold and reduced stock positions in Aercap Holdings NV. The hedge funds in our database now own: 127.53 million shares, down from 129.93 million shares in 2017Q4. Also, the number of hedge funds holding Aercap Holdings NV in top ten holdings decreased from 14 to 13 for a decrease of 1. Sold All: 32 Reduced: 93 Increased: 109 New Position: 31.

Analysts await International Business Machines Corporation (NYSE:IBM) to report earnings on July, 17. They expect $3.03 EPS, up 2.02% or $0.06 from last year’s $2.97 per share. IBM’s profit will be $2.78B for 11.91 P/E if the $3.03 EPS becomes a reality. After $2.45 actual EPS reported by International Business Machines Corporation for the previous quarter, Wall Street now forecasts 23.67% EPS growth.

Gamble Jones Investment Counsel increased Vanguard Star Fd (VXUS) stake by 41,053 shares to 46,539 valued at $2.63M in 2018Q1. It also upped Alphabet Inc stake by 1,310 shares and now owns 12,755 shares. Ishares Tr (FLOT) was raised too.

Among 33 analysts covering International Business Machines (NYSE:IBM), 13 have Buy rating, 4 Sell and 16 Hold. Therefore 39% are positive. International Business Machines had 129 analyst reports since July 21, 2015 according to SRatingsIntel. On Friday, October 16 the stock rating was initiated by Cantor Fitzgerald with “Hold”. RBC Capital Markets maintained the shares of IBM in report on Monday, November 13 with “Hold” rating. The firm has “Buy” rating given on Thursday, January 12 by Stifel Nicolaus. The company was maintained on Tuesday, July 19 by UBS. The firm earned “Sell” rating on Tuesday, April 4 by Berenberg. Drexel Hamilton maintained the stock with “Buy” rating in Friday, July 14 report. The stock of International Business Machines Corporation (NYSE:IBM) has “Underperform” rating given on Tuesday, July 19 by Jefferies. BMO Capital Markets maintained it with “Hold” rating and $170.0 target in Sunday, November 26 report. On Wednesday, October 18 the stock rating was maintained by UBS with “Neutral”. Morgan Stanley maintained International Business Machines Corporation (NYSE:IBM) rating on Tuesday, July 19. Morgan Stanley has “Overweight” rating and $182 target.

Since January 31, 2018, it had 1 buy, and 2 insider sales for $2.69 million activity. WADDELL FREDERICK H bought 610 shares worth $99,659. Another trade for 5,000 shares valued at $780,000 was sold by Gherson Diane J. On Friday, February 23 Clementi Erich sold $2.01M worth of International Business Machines Corporation (NYSE:IBM) or 13,000 shares.

Investors sentiment increased to 1.11 in Q1 2018. Its up 0.08, from 1.03 in 2017Q4. It increased, as 60 investors sold IBM shares while 560 reduced holdings. 117 funds opened positions while 570 raised stakes. 501.15 million shares or 0.58% less from 504.07 million shares in 2017Q4 were reported. Parametric Assocs Limited Co reported 2.73M shares. First Quadrant Limited Partnership Ca invested in 0.04% or 14,160 shares. Johnson Investment Counsel has 41,350 shares for 0.16% of their portfolio. Qs Invsts Limited Liability stated it has 0.27% in International Business Machines Corporation (NYSE:IBM). Foster & Motley Incorporated holds 14,016 shares or 0.35% of its portfolio. Clarkston Lc owns 237,727 shares for 1.43% of their portfolio. Fil reported 1% stake. 1,715 are held by Woodmont Inv Counsel Ltd Liability Com. Sfmg Ltd Liability Co reported 1,434 shares. Montag A And Assoc Inc holds 36,798 shares or 0.58% of its portfolio. Burt Wealth Advisors owns 0.48% invested in International Business Machines Corporation (NYSE:IBM) for 6,103 shares. Credit Agricole S A has 0.38% invested in International Business Machines Corporation (NYSE:IBM). 9,727 are owned by Carroll Associate Incorporated. Boyar Asset Mgmt owns 1,692 shares or 0.19% of their US portfolio. Wealthfront Inc accumulated 23,809 shares.

More notable recent International Business Machines Corporation (NYSE:IBM) news were published by: Seekingalpha.com which released: “IBM: A Long Work-In-Progress” on June 14, 2018, also Seekingalpha.com with their article: “IBM: Not Worth It” published on June 14, 2018, Seekingalpha.com published: “IBM: Unimpressive And Overpriced” on June 05, 2018. More interesting news about International Business Machines Corporation (NYSE:IBM) were released by: Seekingalpha.com and their article: “Executive Interview Series: IBM” published on June 14, 2018 as well as Seekingalpha.com‘s news article titled: “Mass layoffs at IBM Watson Health?” with publication date: May 31, 2018.

AerCap Holdings N.V., an independent aircraft leasing company, engages in the lease, financing, sale, and management of commercial aircraft and engines in China, the United States, Ireland, and internationally. The company has market cap of $8.08 billion. The firm provides aircraft asset management services, including remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. It has a 8.22 P/E ratio. The Company’s aircraft asset management services also comprise periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services.

The stock increased 0.26% or $0.14 during the last trading session, reaching $54.89. About 340,944 shares traded. AerCap Holdings N.V. (AER) has risen 22.94% since June 18, 2017 and is uptrending. It has outperformed by 10.37% the S&P500. Some Historical AER News: ; 26/04/2018 – AerCap Holdings at Wells Fargo Industrials Conference May 9; 07/05/2018 – AERCAP HOLDINGS NV AER.N : CITIGROUP RAISES TARGET PRICE TO $60 FROM $57; 03/04/2018 – Greenlight Capital’s largest disclosed long positions at the time of the letter were AerCap, Bayer, Brighthouse Financial, General Motors and gold; 03/05/2018 – AERCAP HOLDINGS 1Q REV. $1.22B, EST. $1.23B; 03/05/2018 – AERCAP HOLDINGS 1Q EPS $1.72; 04/04/2018 – Moody’s Affirms Aercap’s Baa3 Senior Unsecured Rating, Upgrades Junior Subordinated Debt Rating To Ba1(hyb); 23/03/2018 – Barings Alternative Investments Expands Aviation Investment Platform Through Partnership with Genesis Aircraft Services; 28/03/2018 – AerCap Announces Completion of $0.95 B Unsecured Revolver Amendment and Extension; 08/05/2018 – AerCap Holdings at Wells Fargo Industrials Conference Tomorrow; 04/04/2018 – AerCap Holdings Closes Above 50-Day Moving Average: Technicals

Analysts await AerCap Holdings N.V. (NYSE:AER) to report earnings on August, 2. They expect $1.46 earnings per share, down 12.57% or $0.21 from last year’s $1.67 per share. AER’s profit will be $214.84M for 9.40 P/E if the $1.46 EPS becomes a reality. After $1.72 actual earnings per share reported by AerCap Holdings N.V. for the previous quarter, Wall Street now forecasts -15.12% negative EPS growth.

International Business Machines Corporation (NYSE:IBM) Institutional Positions Chart

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