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Performance - Week Ending 04/04/2014

|Includes: ARCB, CRI, Darling Ingredients Inc. (DAR), DECK, GFF, GT, LAYN, MRK, MYE, NTR, SGC, TG

The Wax Ink Portfolio was up 0.8% for the week. By comparison, the Dow was up 0.5%, the Nasdaq was down 0.7%, the S&P 500 was up 0.4%, the Russell 2000 was up 0.1%, and the Volatility Index, commonly known as the VIX, was down 3.1%.

Year to date, the Wax Ink portfolio is up 0.6%, the Dow is down 1.0%, the Nasdaq is down 1.2%, the S&P 500 is up 0.9%, the Russell 2000 is down 0.9%, and the VIX is higher by 1.7%.

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 grease and chicken parts collection company Darling International (NYSE: DAR), up 7%, rubber and plastics container maker Myers Industries (NYSE: MYE), up 6%, and trucking company Arkansas Best Corporation (Nasdaq: ABFS), up 5%.

This week's losers were agricultural chemicals company Agrium (NYSE: AGU), down 2%, drug maker Cubist Corporation (Nasdaq: CBST), down 2%, and rubber and tire king Goodyear Tire and Rubber Company (NYSE: GT), down 1%.

The portfolio's worst performing stocks remain garage door and telephone headset maker Griffon Corporation (NYSE: GFF), down 35% since being added to the portfolio, and municipal/industrial construction company Layne Christensen (Nasdaq: LAYN), down 10% since being added to the portfolio.

Worksheets were updated this week for: Carters, Inc. (NYSE: CRI), Superior Uniform Group, Inc. (NYSE: SGC), Deckers Outdoor Corporation (Nasdaq: DECK), and Tredgear Corporation (Nasdaq: TG).

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

Disclosure: I am long DAR, MYE, ABFS, AGU, CBST, GT, GFF, LAYN.