Norman Fields Gottscho Capital Management Position In Delta Airlines (DAL) Was Has Lifted; As Rogers (ROG) Market Value Declined, Mycio Wealth Partners Lifted Position

June 23, 2018 - By Richard Conner

Delta Air Lines, Inc. (NYSE:DAL) Logo

Mycio Wealth Partners Llc increased its stake in Rogers Corp (ROG) by 29.08% based on its latest 2018Q1 regulatory filing with the SEC. Mycio Wealth Partners Llc bought 21,924 shares as the company’s stock declined 26.49% with the market. The institutional investor held 97,308 shares of the major chemicals company at the end of 2018Q1, valued at $11.63M, up from 75,384 at the end of the previous reported quarter. Mycio Wealth Partners Llc who had been investing in Rogers Corp for a number of months, seems to be bullish on the $2.12 billion market cap company. The stock decreased 1.07% or $1.25 during the last trading session, reaching $115.61. About 287,497 shares traded or 102.35% up from the average. Rogers Corporation (NYSE:ROG) has risen 9.12% since June 23, 2017 and is uptrending. It has underperformed by 3.45% the S&P500. Some Historical ROG News: 21/04/2018 – DJ Rogers Corporation, Inst Holders, 1Q 2018 (ROG); 26/04/2018 – ROGERS CORP QTRLY NET SALES OF $214.6 MLN, UP 5.3%; 21/03/2018 – ROGERS CORP – ENTERED INTO SIX-MONTH CONSULTING AGREEMENT WITH STIPP TO AID IN CFO TRANSITION; 26/04/2018 – Rogers Corp Sees 2018 Full Year Effective Tax Rate to be 24-26%; 21/03/2018 – ROGERS REPORTS CFO TRANSITION; 21/03/2018 – Rogers Corp. Announces Chief Financial Officer Transition; 22/05/2018 – Rogers Presenting at Conference Tomorrow; 26/04/2018 – Rogers Corp 1Q EPS $1.40; 26/04/2018 – Rogers Corp Sees 2Q EPS $1.10-EPS $1.25; 26/04/2018 – ROGERS SEES 2Q ADJ EPS $1.25 TO $1.40, EST. $1.42

Norman Fields Gottscho Capital Management Llc increased its stake in Delta Airlines Inc. (DAL) by 9.32% based on its latest 2018Q1 regulatory filing with the SEC. Norman Fields Gottscho Capital Management Llc bought 6,975 shares as the company’s stock rose 2.16% while stock markets declined. The institutional investor held 81,800 shares of the transportation company at the end of 2018Q1, valued at $4.48 million, up from 74,825 at the end of the previous reported quarter. Norman Fields Gottscho Capital Management Llc who had been investing in Delta Airlines Inc. for a number of months, seems to be bullish on the $36.85B market cap company. The stock decreased 1.88% or $1.01 during the last trading session, reaching $52.72. About 11.05M shares traded or 61.73% up from the average. Delta Air Lines, Inc. (NYSE:DAL) has risen 10.85% since June 23, 2017 and is uptrending. It has underperformed by 1.72% the S&P500. Some Historical DAL News: 20/04/2018 – Delta Air Names Michael Huerta to Board; 12/04/2018 – DELTA 1Q ADJ. EPS 74C, EST. 73C; 12/04/2018 – Delta Air 1Q Adj EPS 74c; 12/03/2018 – DELTA: PROACTIVELY CANCELLED ABOUT 300 FLIGHTS AHEAD OF STORM; 24/05/2018 – DELTA AIR LINES SAYS INTENDS TO EXPAND EXISTING CODESHARE RELATIONSHIP WITH JET AIRWAYS TO PROVIDE ACCESS TO OTHER DESTINATIONS IN INDIA; 15/05/2018 – DELTA CFO COMMENTS AT BANK OF AMERICA/MERRILL LYNCH CONFERENCE; 12/04/2018 – Delta Predicts Healthy Spring as Fares Withstand Growth in Seats; 01/05/2018 – Delta Private Jets® Announces Enhancements to its Sky Access™ Membership Program; 12/04/2018 – DELTA: NEW AIRCRAFT IN 2018 TO CONTRIBUTE $100 MILLION SAVINGS; 03/04/2018 – Delta Air Lines Sees 1Q Tax Rate About 23%

Norman Fields Gottscho Capital Management Llc, which manages about $175.20M and $183.15M US Long portfolio, decreased its stake in Visa Inc Cl A Class A (NYSE:V) by 19,200 shares to 136,232 shares, valued at $16.30M in 2018Q1, according to the filing.

Since January 12, 2018, it had 1 buy, and 8 selling transactions for $10.14 million activity. $504,540 worth of Delta Air Lines, Inc. (NYSE:DAL) shares were sold by West W Gilbert. 24,250 shares valued at $1.43 million were sold by Smith Joanne D on Tuesday, January 16. On Monday, January 22 Jacobson Paul A sold $1.89 million worth of Delta Air Lines, Inc. (NYSE:DAL) or 31,638 shares. Shares for $556,873 were sold by Sear Steven M on Wednesday, May 30. Bastian Edward H sold $1.38M worth of stock or 25,000 shares.

Among 21 analysts covering Delta Air Lines (NYSE:DAL), 21 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Delta Air Lines has $10000 highest and $41 lowest target. $66.57’s average target is 26.27% above currents $52.72 stock price. Delta Air Lines had 80 analyst reports since August 3, 2015 according to SRatingsIntel. The firm has “Buy” rating by Deutsche Bank given on Friday, July 14. On Wednesday, July 5 the stock rating was maintained by Stifel Nicolaus with “Buy”. As per Friday, December 9, the company rating was maintained by Cowen & Co. The firm has “Outperform” rating given on Monday, February 6 by Bernstein. The stock has “Outperform” rating by Credit Suisse on Tuesday, April 12. On Monday, August 14 the stock rating was maintained by Cowen & Co with “Buy”. The rating was maintained by Cowen & Co with “Buy” on Tuesday, September 5. The firm has “Buy” rating by Stifel Nicolaus given on Monday, May 29. The rating was initiated by Stephens with “Overweight” on Tuesday, March 29. On Thursday, March 29 the stock rating was maintained by Stephens with “Buy”.

Investors sentiment increased to 1.26 in 2018 Q1. Its up 0.15, from 1.11 in 2017Q4. It increased, as 56 investors sold DAL shares while 253 reduced holdings. 115 funds opened positions while 273 raised stakes. 569.91 million shares or 2.40% less from 583.95 million shares in 2017Q4 were reported. Linscomb & Williams Inc, Texas-based fund reported 4,894 shares. U S Glob owns 226,982 shares or 7.65% of their US portfolio. Knott David M has invested 1.3% of its portfolio in Delta Air Lines, Inc. (NYSE:DAL). Natl Bank Hapoalim Bm owns 26,419 shares or 0.38% of their US portfolio. Symphony Asset Management Limited Liability Corp reported 4,102 shares or 0.03% of all its holdings. Coatue Management Llc accumulated 0% or 320 shares. Deutsche Bancorp Ag holds 0.25% or 7.08M shares in its portfolio. Eaton Vance has 0.01% invested in Delta Air Lines, Inc. (NYSE:DAL) for 61,959 shares. Kentucky Retirement Sys Fund stated it has 14,889 shares. Tiverton Asset Mgmt Limited Co has 36,084 shares. Mitsubishi Ufj Secs Co Ltd holds 0.21% or 980 shares. Loomis Sayles LP invested in 266,856 shares or 0.03% of the stock. 105 were accumulated by Polaris Greystone Fincl Group Ltd Liability Corp. Nomura Asset Mgmt accumulated 227,031 shares or 0.14% of the stock. Lumina Fund Management Ltd Llc holds 0.05% or 10,000 shares.

More notable recent Delta Air Lines, Inc. (NYSE:DAL) news were published by: Fool.com which released: “American Airlines Suffers the Latest Airline IT Meltdown” on June 20, 2018, also Bizjournals.com with their article: “Delta responds to reports of symptomatic reactions to new uniforms” published on June 06, 2018, Fool.com published: “American Airlines Plans Some Much-Needed Job Cuts” on June 22, 2018. More interesting news about Delta Air Lines, Inc. (NYSE:DAL) were released by: Bizjournals.com and their article: “Southwest, Delta respond to Dallas’ proposal to solve Love Field dispute” published on June 14, 2018 as well as Fool.com‘s news article titled: “Delta Air Lines Retools Again in Asia” with publication date: June 16, 2018.

Investors sentiment decreased to 0.9 in Q1 2018. Its down 0.19, from 1.09 in 2017Q4. It dropped, as 35 investors sold ROG shares while 82 reduced holdings. 42 funds opened positions while 63 raised stakes. 14.87 million shares or 5.61% less from 15.75 million shares in 2017Q4 were reported. Guggenheim Cap Limited Liability Corp owns 12,839 shares. Texas-based Dimensional Fund Advsrs Lp has invested 0.05% in Rogers Corporation (NYSE:ROG). Parametric Port Assocs Limited Liability Com has 49,286 shares for 0.01% of their portfolio. Susquehanna Intll Grp Llp reported 7,734 shares. Comerica Bancorp accumulated 0.02% or 28,776 shares. Meeder Asset Mngmt invested 0% in Rogers Corporation (NYSE:ROG). Sterling Capital Mgmt Ltd Limited Liability Company holds 0.03% or 25,427 shares in its portfolio. Swiss Fincl Bank owns 31,700 shares for 0% of their portfolio. Citadel Limited Liability Com has 0% invested in Rogers Corporation (NYSE:ROG) for 42,866 shares. 234,281 were reported by Bancorporation Of New York Mellon Corporation. Virtu Limited Liability has 21,415 shares. 18,039 are held by Voya Investment Mgmt Limited Liability Company. Credit Suisse Ag owns 17,344 shares. Parallax Volatility Advisers Limited Partnership holds 0% of its portfolio in Rogers Corporation (NYSE:ROG) for 21 shares. Citigroup Incorporated has invested 0% in Rogers Corporation (NYSE:ROG).

Another recent and important Rogers Corporation (NYSE:ROG) news was published by Tucson.com which published an article titled: “Rogers Corporation Files Patent Infringement Lawsuit” on June 05, 2018.

Among 4 analysts covering Rogers Corp (NYSE:ROG), 4 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Rogers Corp had 15 analyst reports since October 2, 2015 according to SRatingsIntel. The stock of Rogers Corporation (NYSE:ROG) earned “Buy” rating by Sidoti on Wednesday, April 12. Needham maintained Rogers Corporation (NYSE:ROG) on Wednesday, August 2 with “Buy” rating. As per Friday, April 28, the company rating was maintained by Needham. Sidoti downgraded Rogers Corporation (NYSE:ROG) on Wednesday, November 16 to “Neutral” rating. On Tuesday, August 15 the stock rating was maintained by B. Riley & Co with “Buy”. The rating was maintained by B. Riley & Co on Monday, July 31 with “Buy”. The firm has “Buy” rating by FBR Capital given on Friday, December 15. B. Riley & Co maintained Rogers Corporation (NYSE:ROG) rating on Friday, April 27. B. Riley & Co has “Buy” rating and $155 target. As per Tuesday, September 13, the company rating was initiated by Needham. The firm has “Buy” rating by B. Riley & Co given on Thursday, March 10.

Since February 20, 2018, it had 0 buys, and 7 sales for $2.76 million activity. Zhang Helen had sold 9,325 shares worth $1.03 million. Another trade for 1,430 shares valued at $222,837 was made by Grudzien Jeffrey M on Tuesday, February 20. $164,725 worth of stock was sold by Knoll Jay B on Thursday, March 1. GLANDON GARY M also sold $132,380 worth of Rogers Corporation (NYSE:ROG) on Thursday, March 1.

Mycio Wealth Partners Llc, which manages about $6.46 billion and $886.63M US Long portfolio, decreased its stake in Ishares Tr (IWB) by 5,075 shares to 162,529 shares, valued at $23.87 million in 2018Q1, according to the filing. It also reduced its holding in Dowdupont Inc by 11,871 shares in the quarter, leaving it with 15,869 shares, and cut its stake in Netflix Inc (NASDAQ:NFLX).

Rogers Corporation (NYSE:ROG) Institutional Positions Chart

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