Lam Research Com (LRCX) Shareholder Oaktop Capital Management Ii LP Has Boosted Stake by $688,000; Martin Currie LTD Trimmed Its Position in Apple (AAPL) by $3.23 Million as Market Value Rose

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Oaktop Capital Management Ii Lp increased its stake in Lam Research Corp Com (LRCX) by 1.34% based on its latest 2018Q2 regulatory filing with the SEC. Oaktop Capital Management Ii Lp bought 4,000 shares as the company’s stock declined 18.54% while stock markets rallied. The hedge fund held 303,504 shares of the industrial machinery and components company at the end of 2018Q2, valued at $52.46M, up from 299,504 at the end of the previous reported quarter. Oaktop Capital Management Ii Lp who had been investing in Lam Research Corp Com for a number of months, seems to be bullish on the $21.42B market cap company. The stock decreased 5.28% or $7.7 during the last trading session, reaching $138.03. About 3.08M shares traded. Lam Research Corporation (NASDAQ:LRCX) has declined 12.41% since December 8, 2017 and is downtrending. It has underperformed by 28.03% the S&P500. Some Historical LRCX News: 06/03/2018 – LAM RESEARCH SAYS CY2021 TARGET MODEL REV. $14.5B-$15.5B; 06/03/2018 – LAM RESEARCH CORP – ADDITIONAL $2 BLN SHARE REPURCHASE AUTHORIZATION FOR A TOTAL OF $4 BLN AUTHORIZED SINCE NOVEMBER 2017; 17/04/2018 – LAM RESEARCH CORP SEES NET INCOME PER DILUTED SHARE (NON-GAAP) $5.00, +/- $0.20 FOR JUNE 2018 QTR; 17/04/2018 – Lam Research Beats Revenue, EPS Expectations– Earnings Review; 19/04/2018 – Lam Research Closes Below 50-Day Moving Average: Technicals; 18/04/2018 – First Lam, Now ASML: People Are Worried About Chip Equipment — Barron’s Blog; 17/04/2018 – LAM RESEARCH CORP SEES FOR JUNE 2018 QTR, U.S. GAAP REVENUE $3.100 BLN +/- $150 MLN; 06/03/2018 – LAM RESEARCH: ADDED $2B SHARE BUYBACK; 17/04/2018 – LAM RESEARCH CORP LRCX.O QUARTERLY NON-GAAP SHR $4.79; 17/05/2018 – Lam Research Corporation Declares Quarterly Dividend

Martin Currie Ltd decreased its stake in Apple Inc (AAPL) by 9.11% based on its latest 2018Q2 regulatory filing with the SEC. Martin Currie Ltd sold 17,486 shares as the company’s stock rose 15.93% with the market. The institutional investor held 174,354 shares of the computer manufacturing company at the end of 2018Q2, valued at $32.28M, down from 191,840 at the end of the previous reported quarter. Martin Currie Ltd who had been investing in Apple Inc for a number of months, seems to be less bullish one the $799.55B market cap company. The stock decreased 3.57% or $6.23 during the last trading session, reaching $168.49. About 42.19M shares traded or 9.58% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 37.43% since December 8, 2017 and is uptrending. It has outperformed by 21.81% the S&P500. Some Historical AAPL News: 13/04/2018 – Apple Clouds ASML Earnings Forecast — Barron’s Blog; 16/03/2018 – Treasury Secretary Steven Mnuchin tweeted a photo with Apple CEO Tim Cook on Friday; 17/04/2018 – Activist investor Jana hired staff for new socially responsible fund; 04/05/2018 – Qualcomm to depose Apple services chief Eddy Cue; 26/04/2018 – Another major Apple supplier just delivered potential bad news for the iPhone X; 28/03/2018 – Apple wants to sell more iPads to schools, but Google already owns the education market. Chromebooks represented about 60 percent of the U.S. K-12 school market last year; 16/05/2018 – Berkshire Hathaway Buys Apple as Others Flee (Video); 09/04/2018 – Apple’s Entire Business Is Now Being Powered With Clean Energy; 12/04/2018 – Apple has gone green; 06/03/2018 – HomeStreet Bank Focuses on Customer Experience with Collection of Digital Upgrades

Martin Currie Ltd, which manages about $1.43 billion US Long portfolio, upped its stake in Wec Energy Group Inc by 56,547 shares to 268,826 shares, valued at $17.38M in 2018Q2, according to the filing. It also increased its holding in Taiwan Semiconductor Mfg Ltd (NYSE:TSM) by 11,168 shares in the quarter, for a total of 2.51 million shares, and has risen its stake in Cognizant Technology Solutio (NASDAQ:CTSH).

Among 58 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 22 Hold. Therefore 60% are positive. Apple Inc. had 454 analyst reports since July 21, 2015 according to SRatingsIntel. On Friday, November 3 the stock rating was maintained by Citigroup with “Buy”. Raymond James maintained the stock with “Hold” rating in Friday, September 11 report. The rating was maintained by RBC Capital Markets on Friday, September 11 with “Buy”. The firm has “Buy” rating by Goldman Sachs given on Monday, February 13. UBS maintained the shares of AAPL in report on Monday, October 23 with “Buy” rating. The firm has “Hold” rating by S&P Research given on Friday, September 11. BTIG Research maintained the stock with “Buy” rating in Wednesday, March 1 report. The rating was upgraded by Bank of America to “Buy” on Tuesday, February 13. On Friday, November 2 the stock rating was maintained by Citigroup with “Buy”. Morgan Stanley maintained Apple Inc. (NASDAQ:AAPL) on Friday, August 7 with “Buy” rating.

Since June 8, 2018, it had 0 insider buys, and 3 selling transactions for $4.86 million activity. KONDO CHRIS also sold $647,520 worth of Apple Inc. (NASDAQ:AAPL) shares. 6,568 shares valued at $1.24M were sold by AHRENDTS ANGELA J on Thursday, June 14.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on February, 7. They expect $4.74 EPS, up 21.85% or $0.85 from last year’s $3.89 per share. AAPL’s profit will be $22.49 billion for 8.89 P/E if the $4.74 EPS becomes a reality. After $2.91 actual EPS reported by Apple Inc. for the previous quarter, Wall Street now forecasts 62.89% EPS growth.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Seekingalpha.com which released: “Buy Apple on supplier pullback – Morgan Stanley – Seeking Alpha” on November 15, 2018, also Nasdaq.com with their article: “Everything You Need to Know About Apple (AAPL) Stock in Five Charts – Nasdaq” published on November 21, 2018, Seekingalpha.com published: “Microsoft overtakes Apple as most valuable U.S. company – Seeking Alpha” on December 01, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Benzinga.com and their article: “How Sell-Side Sentiment On Apple Has Changed Since Q4 Print (NASDAQ:AAPL) – Benzinga” published on December 07, 2018 as well as Nasdaq.com‘s news article titled: “Apple to Introduce HomePod in China, Boosts Global Presence – Nasdaq” with publication date: December 07, 2018.

Investors sentiment increased to 0.71 in Q2 2018. Its up 0.02, from 0.69 in 2018Q1. It increased, as 57 investors sold AAPL shares while 1002 reduced holdings. 132 funds opened positions while 622 raised stakes. 2.77 billion shares or 3.26% less from 2.86 billion shares in 2018Q1 were reported. Mckinley Capital Mgmt Delaware owns 109,824 shares or 1.32% of their US portfolio. Norman Fields Gottscho Cap Ltd Limited Liability Company invested in 39,278 shares or 3.9% of the stock. Canada Pension Plan Board owns 5.15 million shares for 1.83% of their portfolio. Connors Investor Svcs holds 2.73% or 104,999 shares in its portfolio. Consolidated Investment Group Limited Liability holds 3.3% or 36,757 shares in its portfolio. Hm Payson accumulated 3.92% or 496,150 shares. Apriem Advisors owns 55,664 shares. Zwj Inv Counsel has 1.74% invested in Apple Inc. (NASDAQ:AAPL) for 108,763 shares. First Bancshares holds 1.82% in Apple Inc. (NASDAQ:AAPL) or 63,657 shares. Dumont & Blake Inv Advsr Ltd Liability Com holds 1.99% or 25,674 shares in its portfolio. Cincinnati Specialty Underwriters Communication has invested 9.61% in Apple Inc. (NASDAQ:AAPL). Marshall & Sullivan Inc Wa reported 3,033 shares or 0% of all its holdings. The Massachusetts-based Baystate Wealth Ltd Com has invested 0.51% in Apple Inc. (NASDAQ:AAPL). Csat Investment Advisory Ltd Partnership has 1.5% invested in Apple Inc. (NASDAQ:AAPL). Benedict Financial Advisors reported 37,779 shares.

Oaktop Capital Management Ii Lp, which manages about $426.23 million and $456.36 million US Long portfolio, decreased its stake in Celgene Corp Com (NASDAQ:CELG) by 101,559 shares to 2.06 million shares, valued at $163.99M in 2018Q2, according to the filing.

Among 27 analysts covering Lam Research Corporation (NASDAQ:LRCX), 19 have Buy rating, 0 Sell and 8 Hold. Therefore 70% are positive. Lam Research Corporation had 112 analyst reports since September 17, 2015 according to SRatingsIntel. As per Tuesday, December 15, the company rating was initiated by Morgan Stanley. The rating was maintained by B. Riley & Co with “Buy” on Thursday, October 22. The rating was downgraded by Goldman Sachs on Wednesday, September 12 to “Neutral”. The rating was maintained by Susquehanna with “Buy” on Thursday, January 25. The stock of Lam Research Corporation (NASDAQ:LRCX) earned “Neutral” rating by Nomura on Thursday, August 11. The rating was maintained by Needham with “Buy” on Thursday, January 25. FBR Capital downgraded the shares of LRCX in report on Monday, October 29 to “Neutral” rating. Stifel Nicolaus maintained the shares of LRCX in report on Thursday, October 20 with “Buy” rating. The stock has “Buy” rating by Morgan Stanley on Friday, July 7. The firm has “Buy” rating by B. Riley & Co given on Thursday, October 20.

More notable recent Lam Research Corporation (NASDAQ:LRCX) news were published by: Nasdaq.com which released: “Lam Research Corporation (LRCX) Ex-Dividend Date Scheduled for December 04, 2018 – Nasdaq” on December 03, 2018, also Seekingalpha.com with their article: “Myopia And Lam Research – Seeking Alpha” published on October 18, 2018, Nasdaq.com published: “Lam Research’s (LRCX) CEO Resigns Amid Misconduct Allegations – Nasdaq” on December 06, 2018. More interesting news about Lam Research Corporation (NASDAQ:LRCX) were released by: Thestreet.com and their article: “Stocks Dive, Huawei, Tesla, Facebook and Lam Research – 5 Things You Must Know – TheStreet” published on December 06, 2018 as well as Nasdaq.com‘s news article titled: “Report: Developing Opportunities within Gol Linhas Aereas Inteligentes SA, Duluth, International Business Machines, Lam Research, Red Hat, and Weatherford International — Future Expectations, Projections Moving into 2018 – Nasdaq” with publication date: November 30, 2018.

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