Ken Fisher

Ken Fisher

Last Update: 01-27-2017

Number of Stocks: 729
Number of New Stocks: 58

Total Value: $55,303 Mil
Q/Q Turnover: 2%

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

Ken Fisher' s Profile & Performance

Profile

Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.

Web Page:http://www.fi.com/

Investing Philosophy

The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The way to add value, according to the Fisher strategy, is to "identify information not widely known, or to interpret widely known information differently and correctly from other market participants." Fisher Investments employs a team of research analysts to accomplish these tasks.

Total Holding History

Performance of Purisima Total Return (PURIX)

YearReturn (%)S&P500 (%)Excess Gain (%)
20151.771.380.4
20144.5313.69-9.2
201323.3832.39-9.0
3-Year Cumulative31.3 (9.5%/year)52.6 (15.1%/year)-21.3 (-5.6%/year)
20126.2816-9.7
2011-7.872.11-10.0
5-Year Cumulative28.5 (5.1%/year)80.7 (12.6%/year)-52.2 (-7.5%/year)
201014.7415.06-0.3
200936.1826.469.7
2008-42.95-37-6.0
200712.435.496.9
200615.0515.79-0.7
10-Year Cumulative48.2 (4%/year)102.4 (7.3%/year)-54.2 (-3.3%/year)
20058.734.913.8
20047.8410.88-3.0
200335.2828.686.6
2002-21.96-22.10.1
20014.08-11.8916.0
15-Year Cumulative90.9 (4.4%/year)107.9 (5%/year)-17 (-0.6%/year)
2000-7.42-9.11.7
199924.3621.043.3
199829.4828.580.9
199722.6133.36-10.8

Top Ranked Articles

Consumer Defensive Companies Offer Good Value Potential Deep statistical analysis: historical trend of financial metrics for consumer defensive companies
Among U.S. companies, consumer defensives offer good value-investing opportunities. Such companies, like The Coca-Cola Co. (NYSE:KO), PepsiCo Inc. (NYSE:PEP), Proctor & Gamble Co. (NYSE:PG) and The Wal-Mart Stores Inc. (NYSE:WMT), have strong and consistent financial strength, suggesting low bankruptcy risk. Additionally, at least three of the above companies have strong gross margins, suggesting durable competitive advantage. Read more...
Warning Signs Identify Value Declining Companies Accumulating warning signs convince gurus to look elsewhere
Among U.S. companies, Leucadia National (Trades, Portfolio) Corp. (NYSE:LUK) has declining profit margins and a weakened financial outlook. As the beef-processing company shows warning signs of potential bankruptcy, several gurus look elsewhere for growth and value. Read more...
Sanofi Sues Merck Over Patent Infringement Company trying to prevent further competition, reverse declining sales
French pharmaceutical giant Sanofi SA (NYSE:SNY) filed a lawsuit against Merck & Co. (NYSE:MRK) for supposed patent infringements last Friday. Read more...
Anheuser-Busch, SABMiller Merger Approved by Shareholders Merger further establishes brewer as a powerhouse
Anheuser-Busch InBev (NYSE:BUD) won the approval of shareholders for its takeover of SABMiller (LSE:SAB) on Wednesday. Read more...
John Hussman Buys Infosys, Southern The guru's largest 2nd-quarter acquisitions
John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. During the second quarter he bought shares in the following stocks. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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Rising Revenue and Earnings: Mistubishi Financial, United Therapeutics Companies have strong 5-year figures Charles Brandes,Ken Fisher,Jim Simons,HOTCHKIS & W - Rising Revenue And Earnings: Mistubishi Financial, United Therapeutics
The following companies have boosted their revenue over the last three years as well as their earnings. This figure can be a good point to start for a profitable investment. More...

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8 Stocks With Rising Revenue and EPS Companies have strong 3-year figures Frank Sands,Ken Fisher,Chris Davis,Spiros Segalas, - 8 Stocks With Rising Revenue And EPS
The following companies have boosted their revenue over the last three years as well as their earnings. This figure can be a good point to start for a good investment. More...

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Intel Increases Quarterly Dividend Forward dividend yield of 3.06% Ken Fisher,Bill Nygren - Intel Increases Quarterly Dividend
Intel (NASDAQ:INTC) has announced a quarterly dividend of 27.25 cents with an ex-dividend date of May 3. The dividend is a 5% increase from the previous dividend of 26 cents. With the March dividend, the stock now has a forward dividend yield of 3.06%. More...

INTEL, TECHNOLOGY, DIVIDEND


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Ray Dalio's Top 10 Holdings Include Giant Apple Company prominent in Buffett and Fisher's portfolios Ray Dalio,Ken Fisher,Warren Buffett - Ray Dalio's Top 10 Holdings Include Giant Apple
Ray Dalio (Trades, Portfolio)'s Bridgewater Associates disclosed an equity portfolio valued at some $10.53 billion at the end of the fourth quarter of 2016 and a top 10 concentration of 83.2%. More...

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Despite Disappointing Short-Term Results, FedEx Is Leading the Way Courier company is a nice bet for long-term investors regardless of poor quarterly results Ken Fisher, Spiros Segalas - Despite Disappointing Short-Term Results, FedEx Is Leading The Way
Expansion and cost advantage More...

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Parexel Investors: Swimming With the Whales Some value investors may see frequent gap-downs as an opportunity rather than an obstacle Ken Fisher, Vanguard Health Care Fund, Jana Partne - Parexel Investors: Swimming With The Whales
Biopharm outsourcing company Parexel has a lot—a whole lot—of institutional ownership. GuruFocus reports that pension mutual funds and other big buyers and sellers own more than 99% of the company. More...

VALUE, INSTITUTIONAL INVESTORS, RETAIL INVESTORS, GAP-DOWN, BIOPHARMACEUTICAL, DRUGS, LONG, SHORT


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7 Undervalued Stocks With Growing EPS These companies have strong earnings and margins of safety Ken Fisher,Jim Simons,Arnold Van Den Berg,Joel Gre - 7 Undervalued Stocks With Growing EPS
Companies with growing earnings per share (EPS) are often good investments as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Jeff Ubben Nabs NetScout in 4th Quarter Guru establishes position in application software company Jeff Ubben,Ken Fisher,Chuck Royce,Third Avenue Man - Jeff Ubben Nabs NetScout In 4th Quarter
ValueAct Capital founder Jeff Ubben (Trades, Portfolio) gained one new holding in the final quarter of 2016, NetScout Systems Inc. (NASDAQ:NTCT). More...

UBBEN, VALUE ACT, BUYS, 4Q


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Ken Fisher for Forbes: For Defense Investments, Think Smaller And Cheaper Stock recommendations Ken Fisher - Ken Fisher For Forbes: For Defense Investments, Think Smaller And Cheaper
Big defense contractors tanked the week after Trump won the election. The Republicans won’t get blamed for being too soft on defense, so they needn’t be strong on it. And as we’ve seen, Trump won’t like big firms charging him big-ticket prices. More...

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3M Insider Sells Holdings in Company Official parts with 28,183 shares Ken Fisher,Chuck Royce - 3M Insider Sells Holdings In Company
3M Co. (MMM) Chairman, President and CEO Inge Thulin (Insider Trades) sold 28,183 shares for $177.48 per share on Feb. 9. The total transaction was $5,001,919. More...

INGE THULIN, 3M CO, INSIDER TRADES


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7 High-Yield Stocks With a Negative 1-Year Performance Cal-Maine Foods declined 12.8% Ken Fisher,Chuck Royce - 7 High-Yield Stocks With A Negative 1-Year Performance
According to the GuruFocus All-in-One Screener, the following stocks have a high dividend yield but performed poorly over the past 12 months. More...

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FDA Approves Abbott Labs' Devices for MRI Scans Patients with Assurity MRI pacemaker or Tendril MRI pacing lead can have full-body scans Vanguard Health Care Fund,Ken Fisher - FDA Approves Abbott Labs' Devices For MRI Scans
Good news for heart patients implanted with Abbott Labs’ (NYSE:ABT) Assurity MRI pacemaker and Tendril MRI pacing lead. The U.S. Food and Drug Administration (FDA) has approved the two devices for total-body MRI scans. More...

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Valero Energy Reports 2016 Results Company records earnings, revenue beat Ken Fisher - Valero Energy Reports 2016 Results
Valero Energy Corp. (NYSE:VLO) released its results for fourth-quarter and full-year 2016 on Jan. 31, reporting an earnings beat. More...

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Beware Apple for Early 2017 Company reports strong fiscal 1st-quarter results but expects weakening financial outlook Ken Fisher - Beware Apple For Early 2017
On Jan. 31, 2017, Apple Inc. (NASDAQ:AAPL) reported revenue of $78.4 billion and earnings per share of $3.36 for their fiscal first-quarter 2017. These values outperformed fiscal first-quarter 2016 values, implying that the Cupertino-based consumer electronics company started their fiscal year strong. Despite the strong performance, Apple’s financial outlook is expected to decline for fiscal second-quarter 2017. More...

MANNING & NAPIER ADVISORS INC., WARREN BUFFETT, KEN FISHER


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Shuffling the Business Mix Pays Off for NICE But is it a buy? Ken Fisher,Jim Simons - Shuffling The Business Mix Pays Off For NICE
It was a significant business decision for NICE-Systems Ltd. (NASDAQ:NICE) to drop two major lines and focus instead on the remaining two: customer interaction (such as call center software) and financial fraud prevention. More...

APPLICATION SOFTWARE, INFORMATION TECHNOLOGY, NEXIDIA, INCONTACT, ADR, ADS, CALL CENTERS, FRAUD DETECTION, LONG


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6 Low P/E Stocks Gurus Are Buying Cheap stocks according to P/E ratios Ken Fisher,Jeremy Grantham,HOTCHKIS & WILEY,Donald - 6 Low P/E Stocks Gurus Are Buying
Here are six stocks gurus are buying that are trading with low price-earnings (P/E) ratios. Some of them are great investments; others need a double check, according to the DCF calculator. More...

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Microsoft Finishes 2016 Strong Company's cloud revenues contribute to strong earnings performance Spiros Segalas, Ken Fisher, Manning & Napier Advis - Microsoft Finishes 2016 Strong
During fourth-quarter 2016, Microsoft Corp. (NASDAQ:MSFT) reported net income of $5.2 billion and diluted earnings per share of 66 cents on an as-reported basis. Adjusting for Windows 10 revenue deferrals, net income increased to $6.515 billion while earnings per share climbed to 83 cents. Both performance figures outperformed comparative values for fourth-quarter 2015, suggesting Microsoft had a strong final quarter of 2016 and expects a good financial outlook for 2017. More...

SPIROS SEGALAS, MANNING & NAPIER ADVISORS INC., KEN FISHER


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All-In-One Screener Finds Companies With High, Growing Yields Strong profitability supports the dividend yield Ken Fisher,Pioneer Investments,Paul Tudor Jones,Ma - All-In-One Screener Finds Companies With High, Growing Yields
Thanks to GuruFocus’ All-In-One Screener, we can pinpoint stocks that have a five-year growing dividend yield with strong profitability and a long-term track of solid returns and growing asset value. More...

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6 Stocks Trading Below Peter Lynch Value Undervalued companies gurus are buying Ken Fisher, Jim Simons, Warren Buffett, - 6 Stocks Trading Below Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current price. The following stocks are trading with wide margins of safety and at least five gurus are shareholders. More...

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Ken Fisher Exits Cabela's Company is trading above its intrinsic value Ken Fisher - Ken Fisher Exits Cabela's
Ken Fisher (Trades, Portfolio) sold out his remaining 1,032,287 shares of Cabela's (NYSE:CAB) in the fourth quarter for an estimated average price of $62.06 per share. The trade had a -0.11% impact on Fisher’s portfolio. More...

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