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Top Ranked Articles

Investor Jim Rogers Tells Fox Business Agriculture Is “Going to Be One of the Great Industries of Our Time”
Chairman and CEO of Rogers Holdings Jim Rogers spoke with FOX Business Network (FBN) about the United States deficit and the path the nation and individuals need to take in order to prosper. Rogers said that the U.S. economy will not recover until we “accept reality, stop spending money we don’t have, go down to a lower level, and start over.” He went on to say that particularly in such an uncertain economy, “you should invest in only what you know, otherwise keep your money in cash.” Excerpts from the interview are below: Read more...
GuruFocus Interview with Fairfax CEO Prem Watsa
GuruFocus had an opportunity to speak with Prem Watsa, chairman and chief executive of Fairfax Financial Holdings, a $7.7 billion Toronto-based firm, where he has delivered a 5-year cumulative return of 176%, compared to 12.2% of the S&P 500. In 2008, when the market was spiraling to a loss of 37%, he achieved a 21% return for his clients. Read more...
Answers from Tom Gayner's Interview with GuruFocus
Tom Gayner, a renowned valued investor, is president and chief investment officer of Markel Corp and president of Markel Gayner Asset Management, the investment subsidiary of Markel Corp., since 1990. He manages about $2 billion. Read more...
Walter Schloss: The Essence of Value Investing
Here are some notes taken from the life of Walter Schloss, once an office roommate of Warren Buffett. He is still alive and kicking at 95, and is one of the investors who inspires me the most. He had several points in common with Philip Fisher and Philip Carret, some of his contemporary investing legends; they lived very long; invested since very young until late in life; and never looked for extreme fortune or fame. He also led a simple life and, until recent interviews, still invests his personal money. His life incarnates the essential substance of value investing. Read more...
GuruFocus Interview with Investor Arnold Van Den Berg
Arnold Van Den Berg is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. A short time ago, GuruFocus readers asked him their investing questions. His responses, in which he discusses MDC Holdings Inc. (MDC), Toll Brothers (TOL), Microsoft (MSFT), Dell (DELL), Cisco (CSCO), Applied Materials (AMAT), Walmart (WMT), Wells Fargo (WFC), are below: Read more...
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Commentaries and Stories

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A Few Reasons Why Finish Line Is a Good Buy
The holiday season is an exciting period for retailers as people are tempted to open their wallets and fill those retailers' coffers. In fact, this period is exciting for investors too as they watch their companies prosper. This was seen when shoe retailer Finish Line (FINL) posted its third-quarter results recently. Its numbers were ahead of analysts' estimates and sent shares higher. More...

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Cal-Maine Foods Is a Good Buy
One of the most popular breakfast items in the U.S. is eggs. A large number of people in the U.S. prefer eggs as an important dietary supplement. This has led to an increase in the per capita consumption of eggs from 247.7 in 2011 to 248.7 in 2012. Additionally, it is expected to rise to 250.7 for 2013 . Therefore, producers and marketers of eggs have been enjoying this trend. More...

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3 Footwear Retailers to Take Your Portfolio Higher
Consumer confidence in the U.S. rose to 78.1 in December from 72 in the previous month. This is surely good news for retailers that have been suffering because of lower consumer demand as shoppers try to save every penny in their pockets. Hence, a prudent investor should be well prepared to invest in the right company, one that will maximize returns as the industry players prosper. More...

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3 Aftermarket Retailers to Consider
U.S. automakers enjoyed total sales of 15.6 million vehicles last year. However, both the December and annual numbers didn't meet expectations. Sales in December moved up by a meager 0.3% over last year, as the colder weather led to fewer purchases. This is also because most people are still willing to get their existing vehicles repaired rather than buy a new one, which creates great opportunities for aftermarket retailers. More...

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The Takeaways from PepsiCo’s Earnings
The beverage giant PepsiCo (PEP) came out with its first quarter 2014 earnings thrashing profit expectations. PepsiCo, which runs banners of savory snacks like Fritolay, Tropicana and Dorito chips, earns its revenue from both the snack as well as beverage sector. The company saw a boom in its snack sales. Even its not-so-happening North American soda business reported better-than-expected numbers, which sent the shares zooming over 2%. But before getting into the quarter takeaways, a brief look into some essential figures is required. More...

SNACKS AND BEVERAGES, EARNINGS


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This Tech Stock Holds Great Potential
Storage solutions provider SanDisk Corp (SNDK) made a fantastic start to its fiscal 2014. The company posted stellar first-quarter results riding on the solid state drive (SSD) powertrain. Numbers were decently above Street’s expectations and the year-ago period. Second quarter revenue as well as gross margin outlook was also better-than-expected. All these positives took SanDisk shares 5.79% higher in the after-hours on the day of earnings release and currently they are hovering around 52-week high price. So, what were the key drivers for the quarter and what more can SanDisk offer? Scroll down to unleash. More...

SANDISK, FIRST-QUARTER 2014, SSD, RETAIL, NAND, DIVIDEND


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Safaricom: Finding Long-Term Growth in Mobile Payments
Since Safaricom (SCOM)’s 2007 IPO, the company has emerged as the leading telecommunications provider in Kenya and expanded its operations throughout East and Central Africa. Safaricom is a long-term investment for stock traders looking for a company with strong financials and innovative products that serves a largely untapped mobile market. More...

LONG, VALUE, TELECOMMUNICATIONS, AFRICA, MOBILE PAYMENT


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GuruFocus Real Time Picks of the Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from Bill Ackman (Trades, Portfolio) and Edward Lampert (Trades, Portfolio). More...

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Longleaf Partners Comments on DirecTV
During the quarter we exited DIRECTV (DTV), a highly successful core holding in our U.S. and Global accounts for over a decade. We discuss our DTV experience not to showcase one winner, but because the investment illustrates the process and approach we follow for holdings across all mandates and highlights some of Southeastern's unique research strengths. More...

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GT Advanced Technologies: Bet on This Stock for the Long Run
GT Advanced Technologies (GTAT) has delivered impressive results in 2014. GT Advanced Technologies, along with other Apple suppliers, had gained popularity when smartphone growth was at its peak, but then gradually faded away as time passed. However, GT Advanced Technologies is a good buy for many reasons. More...

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Men’s Wearhouse Is a Better Prospect Than Jos. A. Bank
Jos. A. Bank (JOSB) and The Men’s Wearhouse (MW) are two companies that have entered into a battle of one-upmanship through various unilateral proposals of buyout bids thrown at each other. More...

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Dollar General - Superior Position in the Market Makes It a Good Investment
Despite a sluggish economy where most of the consumers are left with very little cash in their hands due to high payroll taxes, dollar store chains are growing at a good speed. They have performed well amid a tough recession and now they are moving forward to acquire more market share. Both Family Dollar (FDO) and Dollar General (DG) are worth watching in this space. More...

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First Pacific Advisors' First Quarter Top Five Holdings First Pacific Advisors - First Pacific Advisors' First Quarter Top Five Holdings
First Pacific Advisors Capital Fund and the FPA New Income Fund, reported their first quarter portfolio holdings earlier this week. FPA Capital primarily invests in the stocks of smaller companies, and according to his investing philosophy they base their investments on the following criteria: strong balance sheets, free cash flow, an understandable and successful business strategy under capable management and unique business characteristics. More...

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David Rolfe Comments on Mead Johnson Nutrition
Mead Johnson Nutrition (MJN) More...

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David Rolfe Comments on LKQ Corporation
LKQ Corporation (LKQ) is the world's largest procurer and distributor of alternative and aftermarket collision replacement parts for automobiles and other vehicles. The Company has grown rapidly since its inception in 1998, by executing an expansion strategy that has included aggressive organic and inorganic investments. To date, LKQ's strategy has resulted in a business with unparalleled scale, at over $5 billion in revenues across three continents, compared with aftermarket and salvage parts competitors that routinely post less then $100 million in sales, usually with the largest footprints limited to regional geographies. More...

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David Rolfe Comments on Berkshire Hathaway
Although we view Berkshire Hathaway (BRK.A)(BRK.B) to be an exceptional growth and profitability machine, that doesn't mean Mr. Market agrees with us. In other words, despite our expectations for double-­‐digit BVPS growth and value-­‐added advantages, growth could turn out to be "not growth." Essentially, we could be wrong. While this might sound helpless, quite the contrary, we believe it is this admission of potential error that allows us to seek an effective cushion from the very risk of "not growth." If Chapter 20 of the Intelligent Investor just came to mind, then kudos to you! If not, we understand, particularly because Ben Graham's examples of a "margin of safety" are much more draconian than we use. But the concept of preserving capital by not overpaying for the future earnings stream of a business is very much the same. More...

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David Rolfe Comments on Visa
During the quarter, Visa (V) reported strong year-­‐over-­‐year growth with earnings up 14%, as the business continues to operate at a superior level – very much in-­‐line with the past several years. Visa has been a core holding for our clients since October 2008 and rarely has a year gone by without the Company and its partners having to contend with lawsuits and legislation aimed at limiting pricing power and 4 distribution. 2014 is no exception, though most of the news has been favorable, with a ruling for "no change" to Visa's exclusivity for high-­‐value signature transactions. We continue to see Visa's pricing power as being derived from VisaNet's superior value proposition relative to substitutes, particularly paper-­‐ based payments, automated clearinghouse (ACH), and more recently, "cryptocurrencies" (e.g. Bitcoin). While these emerging payment platforms, including PayPal and Square, represent very legitimate substitutes to traditional interchange, in our view they are not quite "good enough," as evidenced by merchant acceptance that is largely sequestered to small businesses. While we have More...

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David Rolfe Comments on Stericycle
Stericycle (SRCL) alone operates globally and generates close to $2 billion in annual revenues. Despite Stericycle's strong business performance during the recently reported quarter, the stock detracted from performance, partially driven by headlines of rumored regulatory action related to one of the Company's incinerators. We believe the issue is not meaningful to results and we would be willing to add to shares on pullbacks related to this. Stericycle's stock trades in the mid to high-­‐teens EBITDA range, but the company routinely purchases smaller competitors for just 3X-­‐6X EBITDA. This accretion is a byproduct of Stericycle's competitive positioning and we believe it paves a multi-­‐year runway for double-­‐digit growth. More...

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David Rolfe Comments on Varian Medical Systems
Varian Medical Systems (VAR) has been a staple in our portfolio since the fall of 2005. The stock has rebounded smartly, up +31% from its April 2013 lows through the first quarter. Varian continues to be the global market share and technological leader in the radiation oncology business. Unfortunately, the incidence of cancer continues its deadly growth. In the U.S. alone, the American Cancer Society projects that some 1.7 million people will be diagnosed with cancer. Expectations of new cancer cases around the world are approaching 25 million over the next three decades. Of these new cases, approximately two-­‐thirds will be treated with some sort of radiation therapy. Varian has been at the forefront of linear particle accelerator since the late 1940's. Today the Company's installed base numbers over 7,300 LINACS across the globe – a 60% market share. As impressive as that may sound, the availability of state-­‐of-­‐the-­‐art radiation therapy (radiosurgery and proton therapy) outside of the U.S. is woefully low. The developed world has access to 35 to 110 LINACS per million people over the age of More...

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David Rolfe Comments on Schlumberger
Schlumberger (SLB) was a top performer during the quarter, continuing its strong performance since the summer of 2012. Since late June 2012 (6/22) through mid-­‐ April 2014, the stock (a holding since late September 2011) is up approximately 60% -­‐ nearly double the S&P 500 Index's gain of 36%. Schlumberger continues to do what it does best – dominate their respective industry and generate industry-­‐ leading growth and cash flow generation. The Company is a leading global provider of oil services. At the risk of repeating an oil service industry cliché, "the easy oil has been found." The technological development being brought to bear to the extremes and complexities in the exploration and development of hydrocarbon energy is relentless. The Company's depth and breadth of their integrated products and services has been at the forefront of the unceasing progress of energy services for decades. Indeed, according to the Company, over the past decade, total E&P capital expenditures have increased by 400%, yet global oil production is up only a scant 15%. Furthermore, in just the last three years, More...

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