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  • Will the AAPL fall far from the tree?

    Apple may once again be the darling of Wall Street. Many analysts are expecting AAPL to beat its earnings projections, which sime believe would drive the stock over $100 a share. I have AAPL in my portfolio, and would love for the company to increase in its price. But the earnings report isn't the main driver for my excitement in the future of AAPL. As a value investor, I'm interested in great businesses that can continue to grow its business, increase its market share, and reward investors through dividends and price appreciation. Price appreciation is a secondary and very short term goal. With a longer investing horizon, increasing value and dividends are what I'm really after.

    Apple has been creating value for shareholders in many ways. One was through the aqcuisition of Beats by Dre. With this acquisition, Apple was able to create another revenue stream, quietly enter into the wearable technology space, and beef up their content and music offerings. Apple has also increased their dividend and has stayed committed to its share repurchase program. Another way Apple will increase shareholder value is through its partnership with IBM. From being direct competitors, to synergetic partners, this is one of the most exciting news we've had from AAPL this past week. AAPL is already a dominant force in consumer technology and products. AAPL also has great partnerships and contracts with the educational departments around the country, bringing Macs to classrooms throughout the U.S. and exposing children to the wonders of Apple at an early age. Now Apple will be able to break into the business sector, offering apps catered to business functionality and productivity on a global scal with IBM.


  • Matthews Pacific Tiger Fund First Quarter 2014 Commentary

    For the quarter ending March 31, 2014, the Matthews Pacific Tiger Fund (Trades, Portfolio) returned 2.32%, while its benchmark, the MSCI All Country Asia ex Japan Index decreased by -0.68%.

    Asia’s capital markets endured a rocky start to the year as investors continue to wrestle with an environment of slowing growth in China. This has been partly offset by a tempering of concerns over the impact of the U.S. Federal Reserve’s tapering policies on economies like India and Indonesia.

    Recent economic indicators coming out of China seem to suggest that the economy has lost some steam. Barring any broad-based stimulus program, it is clear that a more constrained funding environment is already testing weaker business models across a variety of industries in China. As a result, Chinese equities continued to detract from absolute returns for the strategy.


  • Baron Funds Comments on Amber Road Inc

    Amber Road, Inc. (AMBR), is in the Internet software & services sub-industry, where we have found a number of companies we like. We participated in Amber Road’s IPO in March 2014 and added to our position in May 2014. The company has a unique product: a proprietary database developed over the past decade that tracks the complex issues involved in international trade, including worldwide import/export controls, tariff rules, restricted party lists, and sailing schedules, in over 20 languages. It has a high quality customer base and subscription-based revenue model that provides transparency into the company’s financial health.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Top Insider Sells Highlight: Cytec Industries Inc.

    Vice President and CFO of Cytec Industries Inc. (CYT) David Drillock sold 49,038 shares on July 21 at an average price of $107.06. The total transaction amount was $5,250,008.

    Cytec Industries was incorporated as an independent public company in December 1993. Cytec Industries Inc has a market cap of $3.85 billion; its shares were traded at around $107.42 with a P/E ratio of 20.70 and P/S ratio of 2.10. The dividend yield of Cytec Industries stocks is 0.50%. Cytec Industries had an annual average earnings growth of 46.60% over the past 5 years.


  • Baron Funds Comments on Revance Therapeutics Inc

    Revance Therapeutics, Inc. (RVNC), exemplifies the Fund’s investments in biotechnology. Revance’s initial product is a gel that the company is positioning as the first FDA-approved non-injectable form of Botox. We think many patients and doctors will prefer the gel over injectable Botox. In addition, its market is large and growing, especially internationally. (Allergan, which derives 80% of its revenue from sales of Botox, recently rejected a $53 billion takeover offer.) Product launch is scheduled for 2017 or earlier, and we expect that over time, Revance will capture 20-25% of the market.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Flotek Industries Inc

    For instance, in the Energy sector, Baron Discovery owns Flotek Industries, Inc. (FTK), a manufacturer of innovative, eco-friendly citrus-oil-based chemicals used to increase recoverable reserves from shale oil and gas wells in North America.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Acuity Brands Inc

    Acuity Brands, Inc. (AYI), which provides LED lighting systems for commercial real estate facilities, typifies our fallen angel investments. After our initial purchase in 2011, the stock dropped off sharply in reaction to an earnings miss. We used the weakness to significantly increase our position in Acuity. Since then, the stock has more than doubled. The company has an extensive distribution network and expertise in complex lighting schemes that is unparalleled in the industry, and we think it will continue to take market share in the growing number of commercial buildings being retrofit with energy efficient lighting systems.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Waste Connections Inc

    Clean Harbors, Inc. (CLH), and Waste Connections, Inc. (WCN), are two examples of classic growth stocks in the portfolio. … Waste Connections provides solid waste services in non-urban U.S. markets. It has a monopoly in many areas due to high barriers to entry, and derives more than half of its revenue from long-term, exclusive agreements. We have held these two stocks for seven and five years, respectively, during which periods our investments have more than doubled.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Clean Harbors Inc

    Clean Harbors, Inc. (CLH), and Waste Connections, Inc. (WCN), are two examples of classic growth stocks in the portfolio. Clean Harbors is a leading provider of environmental and hazardous waste management services. In addition to its market leadership position, it has many attributes we like, including a stable and recurring revenue base, and high barriers to entry created by permitting and regulatory hurdles and the high capital cost of waste management facilities. … We have held these two stocks for seven and five years, respectively, during which periods our investments have more than doubled.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Arch Capital Group Ltd

    Among our longer term holdings, 12 positions, representing about 15.1% of the portfolio, have been held for over 10 years. On average, these investments increased almost six-fold in the time we have held them. Holdings include Arch Capital Group Ltd. (ACGL), an insurance and reinsurance company that excels at writing specialized policies and has a long, successful track record across numerous insurance cycles. In the 12 years we have owned Arch Capital, its market cap has grown from $0.4 billion to more than $7.7 billion today.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on RSP Permian Inc

    Another newer holding, RSP Permian, Inc. (RSPP), is an oil and gas exploration & production company in the Permian Basin in West Texas. RSP has an experienced management team with an excellent track record. Its key acreage position gives it an additional competitive advantage, since this is where the most productive wells are likely to be drilled. As of June 30, 2014, the stock has climbed 58.6% since we initiated our position in January 2014.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • Baron Funds Comments on Iridium Communications Inc

    For example, we invested in Iridium Communications Inc. (IRDM), which operates satellites used for voice and data communication via handheld satellite phones and other transceivers. Iridium is developing the world’s first satellite-based global air traffic surveillance system, which we think has the potential for transformational improvements in flight safety, control and efficiencies. As of June 30, 2014, the stock was up nearly 40% since our initial investment in early May 2014.

    From Baron Funds' Second Quarter 2014 Shareholder Letter.


  • How Far Will BlackBerry Assistant Help In Making A Comeback?

    Since past few month BlackBerry (BBRY) has been discussing a lot about its latest and probably the its best ever handset till date, the BlackBerry Passport. John Chen has worked very hard to figure out what his customers actually want and has added back many of the BlackBerry signature features that were dropped along the path.

    But the Passport will not just sport successful BB features, it will also come with the art-of-the-age features and BlackBerry Assistant is just one of them. BlackBerry recently announced the app on its official blog page and industry experts and analysts now have their eyes set on this. Here’s what you need to know about the app and how this might shape things for BlackBerry.


  • PRIMECAP Odyssey Funds Letter to Shareholders from 2014 Semiannual Report

    Dear Fellow Shareholders,

    For the six months ended April 30, 2014, the PRIMECAP Odyssey Stock Fund, PRIMECAP Odyssey Growth Fund, and PRIMECAP Odyssey Aggressive Growth Fund produced total returns of +7.47%, +4.79%, and +4.59%, respectively, in each case below the +8.36% return of the unmanaged S&P 500 Index.


  • Why It Is a Good Idea to Stay Away From Limelight Networks

    After Akamai Technologies (AKAM) released solid results, it was the turn of individual cloud services supplier Limelight Networks (LLNW) to join the spotlight. Be that as it may, Limelight's results were no place close to Akamai's as the substance conveyance service supplier's revenue fell year over year.

    Limelight turned in a feeble performance as a result of customer churns and high customer acquisition costs. Nonetheless, the organization has been in turnaround mode throughout the previous one year, and it could convey a smaller than anticipated loss in the quarter. Likewise, Limelight's loss declined slightly to $5.1 million from last year's $5.6 million.


  • OmniVision Technologies: Smartphones Are Catalysts for This Stock

    Omnivision Technologies (OVTI) produces image sensors for smartphones, tablets and other smart devices. The very certainty that camera smartphones have a 13:1 lead over stand alone cameras means that Omnivision operates in a huge industry. How about we investigate the industry landscape and how Omnivision is positioned.

    The industry's landscape


  • Buy This Retailer to Benefit From the Outdoor Recreation Economy

    The outdoor amusement economy in the U.S. developed 5% every year somewhere around 2005 and 2011, notwithstanding the subsidence, when numerous areas contracted. It is creating $646 billion in buyer using every year and 6.1 million immediate occupations. Subsequently, it is not hard to see why merchandise retailers like Cabela's (CAB), Dick's Sporting Goods (DKS) and Big 5 Sporting Goods (BGFV) have performed well.

    Cabela's has been the best of the three. Be that as it may on the off chance that you however that you have missed the transport, don't stress, in light of the fact that Cabela's can move higher later on. The organization posted solid comes about as of late and the methodologies that it is after are additionally great.


  • Many Reasons to be Bullish on Ford

    In this article, let's take a look at Ford Motor Co. (F), the second largest U.S. producer of cars and trucks, which is immerse in a highly cyclical industry.

    Better Cars


  • Buy This Footwear Company for the Long Run

    Brown Shoe (BWS), a footwear seller in the US, Canada, and China, has done exceptionally well this year. The organization operates brands such as Famous Footwear, Naturalizer and Dr. Scholls, to name a couple, and has in excess of 1,300 retail locations.

    The stock is up around this year, with significant gains advancing after it announced second-quarter results in August and revised its earnings direction.


  • This Restaurant Looks Like a Good Value Investment

    As per Blackbox Intelligence, second from last quarter sales and movement for the restaurant industry in the U.s. were feeble. Vast same-store sales, or comps, were a negative 0.2%. This signifies that the sluggish environment confronted by the restaurant industry is proceeding, as three out of the last four quarters have shown a decrease in same-store sales .

    This vast pattern is understandable because cash-strapped consumers favor spending less on consuming outside. In the midst of such an extreme scenario, The Cheesecake Factory's (CAKE) second from last quarter results were very surprising. The organization reported consolidated comps development of 0.8%.


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