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Kmg Chemicals (KMG) Shareholder Trigran Investments Decreased Position as Share Price Declined; Nrg Energy (NRG) Shareholder Locust Wood Capital Advisers Cut Its Stake by $5.72 Million

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Douglas T. Granat decreased its stake in Kmg Chemicals Inc (KMG) by 6.27% based on its latest 2017Q4 regulatory filing with the SEC. Trigran Investments Inc sold 37,400 shares as the company’s stock declined 7.75% with the market. The hedge fund run by Douglas T. Granat held 559,352 shares of the basic industries company at the end of 2017Q4, valued at $36.96M, down from 596,752 at the end of the previous reported quarter. Trigran Investments Inc who had been investing in Kmg Chemicals Inc for a number of months, seems to be less bullish one the $1.06 billion market cap company. The stock increased 3.57% or $2.36 during the last trading session, reaching $68.38. About 123,920 shares traded or 6.44% up from the average. KMG Chemicals, Inc. (NYSE:KMG) has risen 41.92% since May 18, 2017 and is uptrending. It has outperformed by 30.37% the S&P500.

Stephen J. Errico decreased its stake in Nrg Energy Inc (NRG) by 26.03% based on its latest 2017Q4 regulatory filing with the SEC. Locust Wood Capital Advisers Llc sold 204,250 shares as the company’s stock rose 6.53% while stock markets declined. The hedge fund run by Stephen J. Errico held 580,275 shares of the public utilities company at the end of 2017Q4, valued at $16.53M, down from 784,525 at the end of the previous reported quarter. Locust Wood Capital Advisers Llc who had been investing in Nrg Energy Inc for a number of months, seems to be less bullish one the $10.56 billion market cap company. The stock decreased 0.59% or $0.2 during the last trading session, reaching $33.55. About 3.49 million shares traded. NRG Energy, Inc. (NYSE:NRG) has risen 65.02% since May 18, 2017 and is uptrending. It has outperformed by 53.47% the S&P500.

Trigran Investments Inc, which manages about $278.36 million and $445.63 million US Long portfolio, upped its stake in Gentherm Inc (NASDAQ:THRM) by 61,043 shares to 802,827 shares, valued at $25.49 million in 2017Q4, according to the filing. It also increased its holding in Calix Inc (NYSE:CALX) by 392,404 shares in the quarter, for a total of 480,661 shares, and has risen its stake in Panhandle Oil And Gas Inc (NYSE:PHX).

Analysts await KMG Chemicals, Inc. (NYSE:KMG) to report earnings on June, 8. They expect $0.87 earnings per share, up 64.15% or $0.34 from last year’s $0.53 per share. KMG’s profit will be $13.49M for 19.65 P/E if the $0.87 EPS becomes a reality. After $1.04 actual earnings per share reported by KMG Chemicals, Inc. for the previous quarter, Wall Street now forecasts -16.35% negative EPS growth.

Among 6 analysts covering KMG Chemicals (NYSE:KMG), 4 have Buy rating, 0 Sell and 2 Hold. Therefore 67% are positive. KMG Chemicals had 10 analyst reports since August 12, 2015 according to SRatingsIntel. On Wednesday, August 12 the stock rating was downgraded by Zacks to “Strong-Buy”. The firm has “Buy” rating by KeyBanc Capital Markets given on Wednesday, December 13. The firm has “Hold” rating by Zacks given on Monday, August 31. Seaport Global maintained KMG Chemicals, Inc. (NYSE:KMG) on Thursday, February 22 with “Buy” rating. The company was downgraded on Wednesday, December 14 by Gabelli. The firm has “Neutral” rating given on Wednesday, August 26 by Global Hunter Securities. Seaport Global Securities upgraded the shares of KMG in report on Friday, December 11 to “Buy” rating. The firm has “Buy” rating given on Monday, May 1 by Gabelli.

Since December 11, 2017, it had 0 buys, and 15 sales for $28.06 million activity. 45,000 shares valued at $2.92 million were sold by HATCHER DAVID L on Monday, January 8.

Investors sentiment increased to 1.65 in Q4 2017. Its up 0.70, from 0.95 in 2017Q3. It increased, as 21 investors sold KMG shares while 30 reduced holdings. 35 funds opened positions while 49 raised stakes. 11.87 million shares or 40.19% more from 8.47 million shares in 2017Q3 were reported. Rhumbline Advisers holds 11,070 shares. 71,107 are held by Jpmorgan Chase &. Omers Administration Corp holds 0% in KMG Chemicals, Inc. (NYSE:KMG) or 6,600 shares. Gsa Capital Prtn Limited Liability Partnership invested 0.08% in KMG Chemicals, Inc. (NYSE:KMG). Illinois-based Perritt Capital Mngmt has invested 0.37% in KMG Chemicals, Inc. (NYSE:KMG). First Trust Advsr LP stated it has 0% in KMG Chemicals, Inc. (NYSE:KMG). Panagora Asset invested 0.01% of its portfolio in KMG Chemicals, Inc. (NYSE:KMG). Amer Century holds 125,418 shares. Fiera Capital invested in 0.02% or 67,142 shares. Usca Ria Lc owns 0.14% invested in KMG Chemicals, Inc. (NYSE:KMG) for 19,500 shares. First Quadrant Ltd Partnership Ca has invested 0% of its portfolio in KMG Chemicals, Inc. (NYSE:KMG). Td Asset Mgmt Inc invested in 0% or 11,200 shares. Contravisory Inv owns 9 shares or 0% of their US portfolio. Parametric Portfolio Assoc Ltd Liability Co reported 36,609 shares or 0% of all its holdings. Arrowmark Colorado Ltd Liability Co invested in 222,521 shares.

Analysts await NRG Energy, Inc. (NYSE:NRG) to report earnings on August, 2. They expect $0.63 earnings per share, up 75.00% or $0.27 from last year’s $0.36 per share. NRG’s profit will be $198.37 million for 13.31 P/E if the $0.63 EPS becomes a reality. After $0.87 actual earnings per share reported by NRG Energy, Inc. for the previous quarter, Wall Street now forecasts -27.59% negative EPS growth.

Among 14 analysts covering NRG Yield (NYSE:NRG), 11 have Buy rating, 0 Sell and 3 Hold. Therefore 79% are positive. NRG Yield had 36 analyst reports since August 10, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Tuesday, November 22 by Bank of America. The stock of NRG Energy, Inc. (NYSE:NRG) earned “Buy” rating by Guggenheim on Friday, January 29. The firm has “Buy” rating by Barclays Capital given on Monday, September 21. The firm earned “Neutral” rating on Monday, November 7 by Citigroup. On Thursday, June 9 the stock rating was downgraded by UBS to “Sell”. UBS upgraded the stock to “Neutral” rating in Monday, November 14 report. The company was maintained on Monday, March 19 by SunTrust. The rating was maintained by Guggenheim on Thursday, March 1 with “Buy”. The firm earned “Buy” rating on Friday, February 24 by Citigroup. The rating was upgraded by UBS to “Buy” on Thursday, June 1.

More important recent NRG Energy, Inc. (NYSE:NRG) news were published by: Bizjournals.com which released: “NRG saves $80 million in Q1, plans more for rest of year” on May 08, 2018, also Seekingalpha.com published article titled: “Highlights from Appaloosa’s Q1”, Bizjournals.com published: “Mattress Firm announces changes to C-suite” on May 17, 2018. More interesting news about NRG Energy, Inc. (NYSE:NRG) was released by: Seekingalpha.com and their article: “NRG Energy (NRG) Q1 2018 Results – Earnings Call Transcript” with publication date: May 03, 2018.

Locust Wood Capital Advisers Llc, which manages about $781.63M and $1.08 billion US Long portfolio, upped its stake in Cisco Sys Inc (NASDAQ:CSCO) by 53,305 shares to 1.22 million shares, valued at $46.62M in 2017Q4, according to the filing. It also increased its holding in Vantiv Inc (NYSE:VNTV) by 256,220 shares in the quarter, for a total of 503,590 shares, and has risen its stake in Comcast Corp New (NASDAQ:CMCSA).

KMG Chemicals, Inc. (NYSE:KMG) Institutional Positions Chart

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