James Barrow

Last Update: 2014-02-06

Number of Stocks: 160
Number of New Stocks: 7

Total Value: $69,004 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

James Barrow' s Profile & Performance

Profile

Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.

Web Page:https://www.barrowhanley.com/

Investing Philosophy

Barrow, Hanley, Mewhinney & Strauss' equity portfolios will always exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.

Total Holding History

Performance of Vanguard Selected Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201342.0431.5510.5
201215.2515.4-0.1
20110.822.08-1.3
3-Year Cumulative65 (18.2%/year)55 (15.7%/year)10 (2.5%/year)
201019.4415.064.4
200936.2626.469.8
5-Year Cumulative168.6 (21.8%/year)125.5 (17.7%/year)43.1 (4.1%/year)
2008-35.49-371.5
2007-0.235.61-5.8
20067.9515.79-7.8
20051.524.91-3.4
200411.8612-0.1
10-Year Cumulative111.9 (7.8%/year)104.1 (7.4%/year)7.8 (0.4%/year)
200315.2128.7-13.5
20025.13-22.127.2
20017.91-11.919.8
20005.75-9.114.9
19990.3721-20.6
15-Year Cumulative194 (7.5%/year)98.3 (4.7%/year)95.7 (2.8%/year)
199817.5128.6-11.1
1997-6.5833.4-40.0

Top Ranked Articles

A Graham Defensive Pick: Regal-Beloit Corporation (RBC)
During times of stock market turmoil, similar to what we’ve experienced for some time now, investors will often seek to choose investment opportunities based upon the metrics described by Benjamin Graham as “defensive picks.” Read more...
Using the Aggregated Portfolio to Find the Top Guru-Held Global Banks of Q2
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see financial industry and the global banks which are held by the most gurus. The following five global banking companies are held by the largest number of gurus. Read more...
Top Third Quarter Guru-Held Energy Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which energy companies were held by the highest number of gurus. The following five companies come from a energy sector of the market and are held by the largest number of gurus. Read more...
Deep Value Investor James Barrow Unloads Six
In the recent portfolio update of Guru James Barrow, executive director of Barrow, Hanley, Mewhinney & Strauss of Dallas, Texas, GuruFocus research shows 159 stocks, seven of them new, with a total value of $5.55 billion and a quarter-over-quarter turnover of 6%. GuruFocus research also shows that James Barrow sold out large holdings in six companies in the first quarter of 2013. Read more...
Weekly Top CFO Buys: TRST, SIBC, DLIA, MEI, JCS
According to GuruFocus Insider Data, these are the largest CFO buys during the past week: TrustCo Bank Corp. NY (TRST), State Investors Bancorp Inc. (SIBC), dELIA*s Inc. (DLIA), Methode Electronics Inc. (MEI) and Communications Systems Inc. (JCS). Read more...
» More James Barrow Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

What We Expect for Jet Sales at the Gulfstream Business
General Dynamics Corp. (GD) is an aerospace and defense company. It has four business groups: Aerospace, Combat Systems, Marine Systems and Information Systems and Technology. The company’s key customer is the U.S. government. The company also has business with non-U.S. governments and corporate and individual buyers of business aircraft. More...

LONG, AEROSPACE, DEFENSE


  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

James Barrow’s Silent Offshore Oil & Gas Pick
Sometimes it seems as if companies do everything within their power not to make the news. The case can be made for many businesses involved with environmental disasters, management corruption, or plain poor overall performance. Noble (NE) fits, however, in neither category. Most surprisingly, James Barrow (Trades, Portfolio) increased his share in the company after deciding to give the energy sector a bigger piece of his portfolio. Louis Moore Bacon (Trades, Portfolio) is another guru who sees prospects for growth in the firm and followed suit increasing his share. Richard Perry (Trades, More...

ENERGY, OIL, GAS, DRILLING, PRODUCTION


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Wireless Giant
As the largest wireless carrier in the U.S., Verizon Comunications Inc. (VZ) has an impressive geographical coverage of 95% of the U.S., serving 25% of its population. VZ’s reputation regarding networks without interruptions aids a strong economic moat and its customers' loyalty. Based on high cash flow levels, unmatched investment projects and comparative advantages to AT&T Communications Inc. (T), VZ offers the best wireless service in the U.S. More...

COMMUNICATIONS,TELECOM,WIRELESS CARRIERS,MOBILE,SMARTPHONE,IPHONE,4G LTE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

British Giants Top Most-Held Guru UK and Ireland Stocks James Barrow,Steve Mandel - British Giants Top Most-Held Guru UK And Ireland Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Watch Out! Gurus Have a New Favorite for the Short Term
At the beginning of March, after analyzing the settlement data published by Nasdaq, Forbes published an article by Dividend Channel that announced that DuPont (DD) had taken over Verizon (VZ) as the second most shorted stock in the market. The conclusion has been reached after a comparative between the “days to cover” metric because it considers both the total shares short and the average daily volume of shares typically traded, the paper said. More...

SHORT, CHEMICALS, FORBES, NASDAQ, SCIENCE, ENGINEERING, AGRICULTURE, NUTRITION, ELECTRONICS AND COMMUNICATIONS, SAFETY AND PROTECTION, HOME AND CONSTRUCTION, TRANSPORTATION AND APPAREL


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Gurus Dump L-3 Communications - Should You?
Richard Pzena (Trades, Portfolio) and James Barrow (Trades, Portfolio), the two largest shareholders of L-3 Communications (LLL), reduced their positions in excess of 30% during the December of 2013. Post facto, and with additional info, it can be concluded that in the short-term the decision was correct. After all, by the end of January 2014, earnings per share dropped by 4%. Also, during fourth quarter fiscal 2013 revenues decreased 9% year-over-year. Additionally, the secure communications systems for intelligence, surveillance and reconnaissance aircrafts segment lost 13% in revenues, and the national security solutions segment decreased another 11%. Hence, the losses in the short-term are evident. However, can L-3 Communications More...

LONG, DEFENSE, DOD


  • Currently 4.75/5

Rating: 4.8/5 (4 votes)

Are Gurus Divided About Defense Prospects?
The Sequester, a policy to control budget allocations in the US, affected many defense contractors through 2013. For some, the spending cuts meant a big blow to projected performance. For others, it offered an opportunity to take buy-out some competitors. On whichever side of the equation Northrop Gumman (NOC) and General Dynamics (GD) were, these are two companies that survived the policy and continue to offer rewards to shareholders. More...

LONG, DEFENSE, AEROSPACE, DOD


  • Currently 3.20/5

Rating: 3.2/5 (5 votes)

Top Guru-Held Financial Services Companies as of the Close of the Fourth Quarter James Barrow,Ken Fisher - Top Guru-Held Financial Services Companies As Of The Close Of The Fourth Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which financial services companies are held by the most gurus. As of the fourth quarter, the following five financially-based companies are held by the largest number of gurus. More...

  • Currently 4.00/5

Rating: 4.0/5 (3 votes)

John Wiley: A Profitable Academic Publisher?
Investment gurus Joel Greenblatt (Trades, Portfolio) and James Barrow (Trades, Portfolio) recently added over 50% of John Wiley & Sons Inc. (JW.A)’s company shares to their stock portfolio, seeking to gain long term profits. And I believe this acquisition is a clever option for investors looking to benefit from a company with a wide economic moat. As a global publisher of print and electronic products, it generates half of its profits from the U.S market, through three diverse segments: the science, technology, medical, and scholarly unit (STMS) generates 60% of global revenue; the professional/trade segment, which accounts for 27% of revenue; and the higher education segment, which represents the remaining 13%. More...

PUBLISHING,PRINT,ELECTRONIC PRODUCTS,SCIENCE,TECHNOLOGY,MEDICAL,STMS,HIGHER EDUCATION,ACADEMIC JOURNAL,ACADEMIC PUBLISHER


  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

Don't Quit on Teva Just Yet
Teva Pharmaceuticals Industries Ltd. (TEVA) is a global pharmaceutical company committed to the development, manufacture and marketing of both branded and generic drugs, as well as active pharmaceutical ingredients (APIs) in North America, Europe, Latin America, Asia and Israel, where it is headquartered. Right now, Teva is going through a transition period, and this year will be a challenging year for the company. The company is expected to face new and harder competition for branded products, and could start facing generic competition for one of its star drugs, Copaxone, prescribed for multiple sclerosis, which would eventually cut earnings by 60 cents and revenues by $500 million. More...

LONG, PHARMA, BIOPHARMA, BIO


  • Currently 1.00/5

Rating: 1.0/5 (3 votes)

Weekly CEO Buys Highlight: OPK, GE, CLMS, HELI, GAM
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 3.80/5

Rating: 3.8/5 (5 votes)

Chevron Goes for the Long-Term – Brazil Emerges as Major Oil Reserve
Brazilian offshore exploration over the past years has turned the South American bull into one of the fastest growing economies, as well as the 10th largest oil producer in the world. This, of course, is no news if we take into account the radical increase in revenues and steady growth of long-term assets shown by local enterprises, such as Petroleo Brasileiro SA Petrobras (PBR).  More...

OIL,OFFSHORE EXPLORATION,BRAZIL,PAPA-TERRA,FRADE,MAROMBA,YPF,


  • Currently 4.14/5

Rating: 4.1/5 (7 votes)

Top Third Quarter Guru-Held Energy Stocks James Barrow,Warren Buffett - Top Third Quarter Guru-Held Energy Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which energy companies were held by the highest number of gurus. The following five companies come from a energy sector of the market and are held by the largest number of gurus. More...

  • Currently 2.50/5

Rating: 2.5/5 (4 votes)

Top Five Guru-Held Health Care Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which health care companies are held by the most gurus. As of the third quarter, the following five health care companies are held by the largest number of gurus. More...

  • Currently 3.25/5

Rating: 3.3/5 (4 votes)

GuruFocus Reports Weekly Top Dividend Growers James Barrow,Tom Russo - GuruFocus Reports Weekly Top Dividend Growers
During the past week, GuruFocus recognized five companies as dividend growers. In order to be qualified for this list, the company had to: More...

  • Currently 2.33/5

Rating: 2.3/5 (3 votes)

Choosing Stocks over Bonds
In the search for yield, activist hedge fund managers have successfully pushed managements towards increasing dividends and buybacks. The results are clear: Many high quality companies are paying cash dividend yields that closely resemble what those companies pay for their 10 year bonds. This does not surprise me when I see 10 year US treasury yields trading at almost the exact same level as the MSCI world dividend yield index. Still, the average payout ratio of US companies is 10% off its long run median. Let's take a look at two companies. The first one not only does pay a high cash dividend yield but also should keep on increasing its current payout ratio. The second company is a highly leveraged play which pays a dividend yield that surpasses the yield US high yield bonds are currently paying. More...

LONG, EQUITIES


  • Currently 2.50/5

Rating: 2.5/5 (2 votes)

Top Five Guru-Held UK and Ireland Stocks James Barrow,Bill Gates - Top Five Guru-Held UK And Ireland Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the United Kingdom and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. [b] More...

  • Currently 4.57/5

Rating: 4.6/5 (7 votes)

Why This Indian Automaker Is Worth Considering as a Long-Term Investment
When it comes to automobile manufacturing, Tata Motors Ltd. (TTM) is not necessarily the first company that comes to mind. Unlike traditional car makers, such as Toyota Motor Corp. (TM), General Motors Co. (GM) or Volkswagen AG ADR (VLKAY), the Indian firm recently entered the global stage, making it a relative newcomer in the industry. Tata Motors’ acquisitions of Jaguar, Range Rover and Land Rover was the first step towards international expansion, which means it will be competing directly with the previously mentioned vehicle behemoths. More...

TATA, GENERAL MOTORS, FORD, VOLKSWAGEN, SARAH KETTERER, JAMES BARROW, JEREMY GRANTHAM,INDIA,BRAZIL,TOYOTA,CARS,AUTOMOBILE,JAGUAR,LAND ROVER,RANGE ROVER


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

GuruFocus Names Four Dividend Growers Highlighted by Verizon and Reynolds American Jim Simons,James Barrow - GuruFocus Names Four Dividend Growers Highlighted By Verizon And Reynolds American
During the past week, GuruFocus recognized four companies as dividend growers. In order to be qualified for this list, the company had to: More...

  • Currently 3.75/5

Rating: 3.8/5 (4 votes)

Top Ten Guru Held Stocks of the Third Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies were held by the highest number of gurus. The following ten companies come from a variety of industries, are based actually all based out of the United States and are held by the largest number of gurus. [b] More...

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide