Nepsis Capital Management Lowered Position in Ctrip Com Intl LTD (CTRP) by $468,572; As Xpo Logistics (XPO) Share Price Rose, Shareholder Sg Capital Management Has Decreased Holding by $14.67 Million

January 17, 2018 - By Peter Erickson

Nepsis Capital Management Inc decreased its stake in Ctrip Com Intl Ltd (CTRP) by 9.8% based on its latest 2017Q3 regulatory filing with the SEC. Nepsis Capital Management Inc sold 9,011 shares as the company’s stock rose 23.06% with the market. The institutional investor held 82,955 shares of the miscellaneous company at the end of 2017Q3, valued at $4.38M, down from 91,966 at the end of the previous reported quarter. Nepsis Capital Management Inc who had been investing in Ctrip Com Intl Ltd for a number of months, seems to be less bullish one the $25.34 billion market cap company. The stock increased 0.35% or $0.17 during the last trading session, reaching $48.39. About 3.05 million shares traded. Ctrip.com International, Ltd. (NASDAQ:CTRP) has risen 31.59% since January 17, 2017 and is uptrending. It has outperformed by 14.89% the S&P500.

Ken Grossman decreased its stake in Xpo Logistics Inc (XPO) by 62.37% based on its latest 2017Q3 regulatory filing with the SEC. Sg Capital Management Llc sold 218,937 shares as the company’s stock rose 7.25% with the market. The hedge fund run by Ken Grossman held 132,082 shares of the consumer services company at the end of 2017Q3, valued at $8.95 million, down from 351,019 at the end of the previous reported quarter. Sg Capital Management Llc who had been investing in Xpo Logistics Inc for a number of months, seems to be less bullish one the $11.32B market cap company. The stock increased 2.53% or $2.33 during the last trading session, reaching $94.42. About 659,372 shares traded. XPO Logistics, Inc. (NYSE:XPO) has risen 103.27% since January 17, 2017 and is uptrending. It has outperformed by 86.57% the S&P500.

Nepsis Capital Management Inc, which manages about $214.00M and $193.71 million US Long portfolio, upped its stake in United States Stl Corp New (NYSE:X) by 80,917 shares to 137,539 shares, valued at $3.53 million in 2017Q3, according to the filing. It also increased its holding in Rio Tinto Plc (NYSE:RIO) by 57,425 shares in the quarter, for a total of 110,157 shares, and has risen its stake in Kraft Heinz Co.

Among 21 analysts covering Ctrip.com International Ltd. (NASDAQ:CTRP), 18 have Buy rating, 0 Sell and 3 Hold. Therefore 86% are positive. Ctrip.com International Ltd. had 46 analyst reports since August 6, 2015 according to SRatingsIntel. As per Thursday, November 2, the company rating was maintained by Benchmark. The stock of Ctrip.com International, Ltd. (NASDAQ:CTRP) has “Buy” rating given on Monday, October 9 by Barclays Capital. The firm has “Buy” rating given on Tuesday, August 4 by Piper Jaffray. The firm earned “Hold” rating on Thursday, December 7 by J.P. Morgan. The firm has “Buy” rating by HSBC given on Friday, November 25. The company was maintained on Sunday, August 20 by Cowen & Co. Piper Jaffray maintained the shares of CTRP in report on Friday, August 14 with “Buy” rating. The stock of Ctrip.com International, Ltd. (NASDAQ:CTRP) earned “Buy” rating by Credit Agricole on Friday, February 19. The stock has “Hold” rating by HSBC on Tuesday, December 8. The firm has “Buy” rating by Zacks given on Monday, August 10.

Analysts await Ctrip.com International, Ltd. (NASDAQ:CTRP) to report earnings on February, 28. They expect $0.02 earnings per share, down 88.24% or $0.15 from last year’s $0.17 per share. CTRP’s profit will be $10.47 million for 604.88 P/E if the $0.02 EPS becomes a reality. After $0.32 actual earnings per share reported by Ctrip.com International, Ltd. for the previous quarter, Wall Street now forecasts -93.75% negative EPS growth.

Sg Capital Management Llc, which manages about $427.20M and $924.72 million US Long portfolio, upped its stake in Chicago Bridge & Iron Co N V (NYSE:CBI) by 545,000 shares to 787,022 shares, valued at $13.22 million in 2017Q3, according to the filing. It also increased its holding in Mastec Inc (NYSE:MTZ) by 120,621 shares in the quarter, for a total of 489,121 shares, and has risen its stake in Ethan Allen Interiors Inc (NYSE:ETH).

Investors sentiment increased to 1.83 in Q3 2017. Its up 0.25, from 1.58 in 2017Q2. It improved, as 28 investors sold XPO shares while 76 reduced holdings. 76 funds opened positions while 114 raised stakes. 96.74 million shares or 19.39% more from 81.03 million shares in 2017Q2 were reported. Asset One holds 0% of its portfolio in XPO Logistics, Inc. (NYSE:XPO) for 24,824 shares. Jane Street Gp Ltd holds 0.01% of its portfolio in XPO Logistics, Inc. (NYSE:XPO) for 65,247 shares. Highland Cap Mngmt Limited Partnership, a Texas-based fund reported 233,349 shares. Baker Avenue Asset Management Limited Partnership reported 5,854 shares. Fishman Jay A Mi accumulated 226,791 shares or 3.13% of the stock. Perkins Management accumulated 0.25% or 3,500 shares. Neuberger Berman Grp Incorporated Ltd Liability, New York-based fund reported 17,570 shares. 39,040 were accumulated by Bluecrest Capital Management. Fmr Limited Liability Corp owns 5.38 million shares. 300,000 are owned by Jennison Associates Lc. Greenwood Cap Assoc Limited Liability holds 0.06% or 3,405 shares in its portfolio. Axa stated it has 0.06% of its portfolio in XPO Logistics, Inc. (NYSE:XPO). Friedberg Inv Management holds 1.7% or 15,480 shares. Two Sigma Limited has 3,489 shares for 0.02% of their portfolio. Advsrs Asset Inc reported 0% of its portfolio in XPO Logistics, Inc. (NYSE:XPO).

Among 21 analysts covering XPO Logistics (NYSE:XPO), 19 have Buy rating, 0 Sell and 2 Hold. Therefore 90% are positive. XPO Logistics had 67 analyst reports since August 7, 2015 according to SRatingsIntel. As per Thursday, August 3, the company rating was maintained by Oppenheimer. Cowen & Co maintained XPO Logistics, Inc. (NYSE:XPO) on Tuesday, May 23 with “Outperform” rating. The company was maintained on Tuesday, December 26 by Citigroup. The rating was initiated by Buckingham Research on Tuesday, May 17 with “Buy”. The firm has “Buy” rating by Bank of America given on Wednesday, January 3. As per Friday, November 6, the company rating was maintained by Cowen & Co. The company was maintained on Thursday, August 3 by Cowen & Co. The rating was maintained by Seaport Global on Tuesday, January 2 with “Buy”. The firm has “Overweight” rating given on Friday, August 5 by JP Morgan. Cowen & Co maintained XPO Logistics, Inc. (NYSE:XPO) rating on Friday, August 5. Cowen & Co has “Outperform” rating and $38 target.

Analysts await XPO Logistics, Inc. (NYSE:XPO) to report earnings on February, 20. They expect $0.43 earnings per share, up 79.17% or $0.19 from last year’s $0.24 per share. XPO’s profit will be $51.55 million for 54.90 P/E if the $0.43 EPS becomes a reality. After $0.59 actual earnings per share reported by XPO Logistics, Inc. for the previous quarter, Wall Street now forecasts -27.12% negative EPS growth.

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