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Performance - Week Ending 04/18/2014

|Includes:AGU, ARCB, DAR, DORM, GFF, GRA, GT, HollyFrontier Corp. (HFC), KAMN, LAYN, MYE, SCX, SWM, WOR

The Wax Ink Portfolio was up 3.2% for the week. By comparison, the Dow was up 2.4%, the Nasdaq was up 2.4%, the S&P 500 was up 2.7%, the Russell 2000 was up 2.4%, and the Volatility Index, commonly known as the VIX, was down 21.6%.

Year to date, the Wax Ink portfolio is down 0.6%, the Dow is down 1.0%, the Nasdaq is down 1.9%, the S&P 500 is down 0.9%, the Russell 2000 is down 2.2%, and the VIX is lower by 2.6%.

The portfolio breakdown is 65% equities, 35% cash, and 0% bonds. There was no change in the total shares held.

This week's winners were refiner HollyFrontier Corporation (NYSE: HFC), up 10%, rubber and tire king Goodyear Tire and Rubber Company (NYSE: GT), up 7%, and rubber and plastic container maker Myers Industries (NYSE: MYE), up 6%.

This week's losers were muncipal and heavy construction contractor Layne Christensen (Nasdaq: LAYN), down 3%, and small tools maker The L.S. Starrett Company (NYSE: SCX), down 1%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 38% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 12% since being added to the portfolio.

Worksheets were updated this week for:
Myers Industries (NYSE: MYE), Dorman Products (Nasdaq: DORM), W.R. Grace and Company (NYSE: GRA), Darling International (NYSE: DAR), Worthington Industries (NYSE: WOR), Agrium, Inc. (NYSE: AGU), Schweitzer-Mauduit International (NYSE: SWM), Griffon Corporation (NYSE: GFF), Arkansas Best Corporation (Nasdaq: ABFS), Kaman Corporation (Nasdaq: KAMN), HollyFrontier Corporation (NYSE: HFC), The L.S. Starrett Company (NYSE: SCX).

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing. To access any worksheet in this post, click on the associated company name.

Wax

Wax Ink is a baseline equity research company not licensed or registered with any government agency
Copyright © 2014 Wax Ink

Disclosure: I am long HFC, GT, MYE, LAYN, DORM, GRA, DAR, WOR, AGU, SWM, GFF, ABFS, KAMN, HFC, SCX.

Stocks: HFC, GT, MYE, LAYN, DORM, GRA, DAR, WOR, AGU, SWM, GFF, ARCB, KAMN, SCX