Last Update: 12-31-1969

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Vanguard Boosts Stake in Incyte in 1st Quarter Guru sells holdings in CVS Health, Edwards Lifesciences, Monsanto
Vanguard Health Care Fund continued a streak of double-digit returns in 2015 with returns of 12.65%. That is below the fund’s returns levels of 2014 (28.52%) and 2013 (43.19%), but it is still in double digits, which was a considerable achievement in 2015’s challenging investing environment. Read more...
Best Moments From Buffett's Annual Berkshire Shareholder Meeting Highlights from Buffett and Munger on oil prices, renewable energy, Valeant, interest rates, Coke, stocks, buybacks and more from this year's annual meeting
Question: In a 1987 letter to shareholders, you comment on the type of companies Berkshire (NYSE:BRK.A)(NYSE:BRK.B) likes to buy. Today the company has changed the strategy. Now it invests in companies with tons of capital expenditures and lower returns on equity. Why? Read more...
First Eagle Investments Comments on Weyerhaeuser Guru stock highlight
Early in the first quarter, Weyerhaeuser (NYSE:WY) merged with Plum Creek Timber, another of our large timberland holdings. Commodity-related stocks were weak at that time, and Plum Creek’s depressed share price made it a detractor from the fund’s return. However, the combined company (which kept the Weyerhaeuser name) rebounded strongly as commodity-related stocks recovered in the second half of the quarter, and it was one of our five leading contributors for the period. Over the longer term, due to urban encroachment of forests, we view timber as a supply-constrained commodity. Read more...
First Eagle Investments Comments on American Express Guru stock highlight
American Express (NYSE:AXP) illustrates the negative supply consequences of easy monetary policy. Zero -percent interest rates have generally compressed banks’ net interest margins, but not in the consumer credit card business, where margins have remained wide. This has become an especially bright spot in the financial sector, and banks have committed more capital to credit cards. As a result, American Express has faced a period of heightened competition, which has put pressure on its stock. We believe American Express has remained a very well-entrenched franchise, and in a world where many banks are earning single-digit return on equity (ROE), American Express has earned a 25% ROE.2 Its balance sheet is solid by comparison, and it has been able to buy back stock rather than needing to issue stock. We have remained committed to American Express, but we acknowledge that its environment has become somewhat more challenging.
Read more...
First Eagle Investments Comments on Bank of New York Mellon Guru stock highlight
Bank of New York Mellon (NYSE:BK) has been struggling with the effects of central bank policy. The fact that the Fed has not tightened interest rates further and the possibility of negative interest rates are hurting the valuations of banks, which normally earn interest on deposits. Interest rates that have stayed low for a long time have increased investors’ worries that these headwinds to Bank of New York Mellon will persist—both for its deposit float and for the fee waivers in its money market asset management businesses.
Read more...
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Commentaries and Stories

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Blockchain Not Bitcoin Is Here to Stay The underlying technology behind bitcoin, known as blockchain, will revolutionize all areas of business  - Blockchain Not Bitcoin Is Here To Stay
In this week’s "Market SitRep – Blockchain" we discuss Bitcoin and the revolutionary blockchain technology it utilizes. We then review recent central bank announcements and take a look at some monthly charts to get a big picture view of markets. More...

BITCOIN,BLOCKCHAIN,MACRO,DOLLAR,OIL,GOLD,FED,BOJ


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Vanguard Boosts Stake in Incyte in 1st Quarter Guru sells holdings in CVS Health, Edwards Lifesciences, Monsanto Vanguard Health Care Fund - Vanguard Boosts Stake In Incyte In 1st Quarter
Vanguard Health Care Fund continued a streak of double-digit returns in 2015 with returns of 12.65%. That is below the fund’s returns levels of 2014 (28.52%) and 2013 (43.19%), but it is still in double digits, which was a considerable achievement in 2015’s challenging investing environment. More...

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Rockwell Automation Is a Classic Buffett Style Investment Company will benefit from the secular global trend of rising industrial automation Warren Buffett - Rockwell Automation Is A Classic Buffett Style Investment
One of the stocks we are considering adding to our portfolio is Rockwell Automation (NYSE:ROK). The company is a leader in industrial automation technology and we believe it will play a critical role in the global economy going forward and the typical Warren Buffett (Trades, Portfolio) style good company at a good price. The company is attractive to both dividend investors with a yield of over 2.5% as of this writing and for investors looking for capital appreciation. More...

LONG, WARREN BUFFETT, ROCKWELL AUTOMATION, INDUSTRIAL AUTOMATION


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Best Moments From Buffett's Annual Berkshire Shareholder Meeting Highlights from Buffett and Munger on oil prices, renewable energy, Valeant, interest rates, Coke, stocks, buybacks and more from this year's annual meeting Warren Buffett - Best Moments From Buffett's Annual Berkshire Shareholder Meeting
Question: In a 1987 letter to shareholders, you comment on the type of companies Berkshire (NYSE:BRK.A)(NYSE:BRK.B) likes to buy. Today the company has changed the strategy. Now it invests in companies with tons of capital expenditures and lower returns on equity. Why? More...

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Buffett: American Express Stock Buybacks a Smart Decision Warren Buffett talks with CNBC on economy and why he pays little attention to currency movements Warren Buffett - Buffett: American Express Stock Buybacks A Smart Decision
Warren Buffett (Trades, Portfolio) spoke with Becky Quick on CNBC's Squawk Box Monday morning two days after Berkshire Hathaway's (NYSE:BRK.A) (NYSE:BRK.B) annual shareholder meeting in Omaha, touching on topics such as first quarter GDP growth and his sell philosophy. More...

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Baron Funds Comments on Worldpay Group plc Guru stock highlight
Most recently, we participated in the successful IPO of WorldpayGroup plc (LSE:WPG), a U.K.-based provider of technology solutions that enable merchant customers to accept digital payments. We particularly like Worldpay’s strategic positioning in the complex and fast-growing niche of multi-currency, e-commerce transactions. The company is a leader in Europe, serving approximately 400,000 merchants across a variety of end-markets, sizes and geographies. More...

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Baron Funds Comments on MonotaRO Co. Guru stock highlight
We also have a position in Japan-based MonotaRO Co., Ltd. (TSE:2064), an online distributor of machine tools, engine parts and consumables for maintenance, repair, and operations (MRO) and a strategic supply chain partner to Japanese businesses. U.S.-based W.W. Grainger is the company’s majority owner. MonotaRO’s online model avoids the fixed costs that store-based competitors bear, and passes on cost savings to its customers. We expect MonotaRO to grow its share of the Japanese MRO segment, and will successfully expand and compete in other large markets such as South Korea. More...

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Baron Funds Comments on AO World plc Guru stock highlight
We are participating in the secular shift to digital commerce through other investments as well. Our holding AO Worldplc (LSE:AO.) is the U.K.’s leading online retailer of major domestic appliances (e.g., refrigerators, ovens, and dishwashers). We think AO derives its competitive advantage from a unique supply chain and customized software. We believe the company can be several times larger over the next several years given its expansion into new product categories and into continental Europe. More...

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Baron Funds Comments on Ctrip.com International Guru stock highlight
We also recently established a position in Ctrip.com International,Ltd. (NASDAQ:CTRP), China’s leading online travel platform. The company recently secured a dominant competitive position via a savvy acquisition of a controlling interest in Qunar, its principal competitor. We have been following Ctrip for some time, looking for an opportune time to invest. We believe this transaction finally ends a price war, and thus potentially opens the door to several years of profitable growth. More...

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Baron Funds Comments on JUST EAT plc Guru stock highlight
The concept of mobile e-commerce aggregation is expanding to vertical industries. For instance, we have invested in JUST EAT plc (LSE:JE.), the dominant online/mobile restaurant delivery aggregator/platform in the United Kingdom and Western Europe. The company generates a 10-13% commission on gross food sales ordered via its websites and mobile apps. JUST EAT benefits from its leading position in a winner-take-most/all industry that is rapidly shifting from over-the-phone to online ordering. More...

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Baron Funds Comments on Rakuten Inc. Guru stock highlight
The Fund also has a position in Rakuten, Inc. (TSE:4755), Japan’s largest e-commerce site, offering more than 95 million products from about 40,000 merchants. Rakuten also operates an Internet finance business that includes banking, brokerage, and credit card services. The stock has been weighed down by aggressive M&A, but we think overseas losses will mitigate as investments like Viber (mobile messaging app), Kobo (e-books), and Ebates (shopper loyalty) deliver strategic value. More...

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Baron Funds Comments on Alibaba Group Holding Limited Guru stock highlight
Online marketplaces held in the Fund include China-based AlibabaGroup Holding Limited (NYSE:BABA), the world’s largest e-commerce company by gross merchandise value. Alibaba’s dominant franchise benefits from massive scale and powerful network effects; a rapidly expanding e-commerce market even with the recent slowdown in China; and an advertising-centric, asset-light business model that produced strong profit margins. Further, in many of China’s Tier II and III cities, Alibaba is enabling commerce as bricks and mortar competitors are often scarce. More...

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First Eagle Investments Comments on Berkeley Group Holdings plc Guru stock highlight
Another detractor was Berkeley Group Holdings plc (LSE:BKG), a British property-development company whose shares we first purchased in the wake of the Global Financial Crisis. The stock has approached our sense of its intrinsic value, and we trimmed the position. We believe that the first-quarter weakness in Berkeley’s shares reflected the company’s more elevated valuation, as well as recent softness in the high-end London real estate market. More...

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First Eagle Investments Comments on Bank of New York Mellon Guru stock highlight
Bank of New York Mellon (NYSE:BK) has been struggling with the effects of central bank policy. The fact that the Fed has not tightened interest rates further and the possibility of negative interest rates are hurting the valuations of banks, which normally earn interest on deposits. Interest rates that have stayed low for a long time have increased investors’ worries that these headwinds to Bank of New York Mellon will persist—both for its deposit float and for the fee waivers in its money market asset management businesses. More...

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First Eagle Investments Comments on American Express Guru stock highlight
American Express (NYSE:AXP) illustrates the negative supply consequences of easy monetary policy. Zero -percent interest rates have generally compressed banks’ net interest margins, but not in the consumer credit card business, where margins have remained wide. This has become an especially bright spot in the financial sector, and banks have committed more capital to credit cards. As a result, American Express has faced a period of heightened competition, which has put pressure on its stock. We believe American Express has remained a very well-entrenched franchise, and in a world where many banks are earning single-digit return on equity (ROE), American Express has earned a 25% ROE.2 Its balance sheet is solid by comparison, and it has been able to buy back stock rather than needing to issue stock. We have remained committed to American Express, but we acknowledge that its environment has become somewhat more challenging. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

First Eagle Investments Comments on Weyerhaeuser Guru stock highlight
Early in the first quarter, Weyerhaeuser (NYSE:WY) merged with Plum Creek Timber, another of our large timberland holdings. Commodity-related stocks were weak at that time, and Plum Creek’s depressed share price made it a detractor from the fund’s return. However, the combined company (which kept the Weyerhaeuser name) rebounded strongly as commodity-related stocks recovered in the second half of the quarter, and it was one of our five leading contributors for the period. Over the longer term, due to urban encroachment of forests, we view timber as a supply-constrained commodity. More...

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Billionaire Robert Sillerman's Plan for DraftDay Fantasy Sports Here's why Sillerman's latest venture could be his next multithousand percentage points return candidate  - Billionaire Robert Sillerman's Plan For DraftDay Fantasy Sports
An investor tasked with composing a list of the media industry’s most prolific identities would be hard pressed not to include Robert Sillerman. More...

LONG, SILLERMAN, MEDIA, DRAFTDAY, RANT


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John Hussman: 'Justified Consequences' The latest from John Hussman John Hussman - John Hussman: 'Justified Consequences'
Market conditions continue to be characterized by the likelihood of extremely poor long-term and full-cycle outcomes, with expected 10- to 12-year estimated Standard & Poor's 500 nominal total returns in the 0% to 2% range, negative expected real returns on both horizons and the continued likelihood of a 40% to 55% interim market loss over the completion of the current cycle; a decline that would represent only a typical run-of-the-mill cycle completion, based on valuation measures most tightly related with actual subsequent market returns across history. More...

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Market Timing Part 4: Modern Graham Central Value Model Model signals modest overvaluation in U.S. and fair valuation in Canadian markets  - Market Timing Part 4: Modern Graham Central Value Model
Market timing part 4: Modern Graham Central Value Model More...

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Apple a Good Pick for Dividend Stock Apple raises stock buybacks by $35 billion Carl Icahn - Apple A Good Pick For Dividend Stock
Summary More...

LONG


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