Columbia Wanger

Columbia Wanger

Last Update: 2014-12-08

Number of Stocks: 280
Number of New Stocks: 11

Total Value: $21,721 Mil
Q/Q Turnover: 4%

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

Columbia Wanger Watch

  • Steven Cohen Adds New Holding in Pier 1

    Steven Cohen (Trades, Portfolio) of Point72 Asset Management purchased a new holding in Pier 1 Imports (PIR) on Sept. 18, increasing his stake in the chain of home furnishings stores to 4.98%, according to GuruFocus’ Real Time Picks.


    Cohen increased his holdings to more than 470,000 shares in September 2013 when Pier 1’s stock rose to one of its highest points at $22.61. The hedge fund manager then sold almost 97% of his stake when the prices began to decrease.

      


  • Columbia Select Large-Cap Value Fund

    Fund performance


    Excluding sales charges, Class A shares of Columbia Select Large-Cap Value Fund underperformed the fund’s benchmark, the Russell 1000 Value Index, for the quarter ending June 30, 2014, returning 3.77% vs. 5.10%. Stock selection was decidedly positive in a number of industries, particularly oil exploration and production, but those results were more than offset by lagging individual performers in food, banking, pharmaceuticals, information technology and refining. For up-to-date performance information, please check online at columbiamanagement.com.

      


  • WRLD: Potential Amid Political Correctness

    Run your eye over the top listings on the GuruFocus Undervalued Predictable screener - somewhere there you’ll see WRLD, World Acceptance Corporation. On Friday, September 19, 2014, it sat atop the list, by virtue of the fact its price is a whopping 88% below its Discount Cash Flow value.


    Had you taken a look at the same screener a few months ago, you might have seen WRLD in the same area. And, that prompts us to ask, if it’s selling at such a discount, how come investors haven’t begun accumulating it and consequently pulling up its price and moving it down or off the Undervalued Predictable screener?

      


  • Steven Cohen Has a Track Record of Impressive Returns

    In this article, let´s see Steven Cohen (Trades, Portfolio)´s return, a guru who has a net worth of about $12 billion, and in a wealth ranking is situated in the place 19 in the industry and 43 in the U.S.; continues having impressive returns. He had generated average annual returns of 30%, on top of the hedge-fund industry, since SAC Capital launched in 1992.


    SAC Capital

      


  • Three Insider Buys at 52-Week Lows

    Over the past month three companies have reported insider buys as their price hits or nears 52-week lows. Looking at insider buys while they’re trading at low prices can offer an excellent time to buy into a company or further your research on the company. Peter Lynch once offered that insiders will sell their shares in a company for many reasons, but they will only invest it if they think that the share price will rise.


    The following four companies are trading at or within 5% of their 52-week low share price and reported insider buy(s) over the past 30 days.

      


  • BUSE: A Regional Bank Back on Track

    On April 22, 2014 First Busey Corporation (BUSE), announced a 25% increase in its annual dividend. In making the announcement, the Illinois-based regional bank cited "strong financial performance".


    At current prices and an annual dividend of 20-cents, the stock yields around 3.5%.

      


  • Columbia Wanger Shuffles Two

    As reported by the GuruFocus Real Time Picks, Columbia Wanger (Trades, Portfolio) has recently shuffled two companies’ stocks. The guru-rated fund upped its holdings in SPS Commerce Inc (SPSC) and decreased its stake in IFM Investments (CTC). As one of the 10 largest management firms in the U.S., Columbia Management Investment Advisers oversees $300 billion in a variety of mutual funds, closed-end funds and other products.

    SPS Commerce   


  • Insider Buys at 52-Week Lows

    Over the past week four companies have reported multiple insider buys as their price hits or nears 52-week lows. Looking at insider buys while they’re trading at low prices can offer an excellent time to buy into a company or further your research on the company. Peter Lynch once offered that insiders will sell their shares in a company for many reasons, but they will only invest it if they think that the share price will rise.


    The following four companies are trading at or within 5% of their 52-week low share price and reported insider buy(s) over the past week.

      


  • Columbia Wanger’s Top Five Year-End Holdings

    The guru ranked fund recently released its fourth quarter portfolio holdings.  These holdings boasted 301 stocks, with 26 of these being new, valued at $26.181 billion.  The following five stocks are Columbia Wanger (Trades, Portfolio)’s top five holdings.


    Ametek Inc. (AME)

      


  • Apparel for Anti-Bullies – ANF Stretches to Address Tough Year When Style Isn’t Enough

    With weak back-to-school sales and a slow holiday anticipated, Abercrombie & Fitch Company (ANF) is not only turning to sales outside of the US but also kicking off a socially relevant fashion statement here at home. Last month the company unveiled a cause marketing campaign that gets a graphic anti-bullying t-shirt message in front of school students. Teaming up with a bullying expert and a celebrity spokesperson for a wearable cause is an excellent way to reach target youth consumers, increases sales, generate buzz and make a difference. The cross-country campaign features Cali Linstrom, a champion of anti-bullying and current high school senior in Chicago.

    But why is all of this extra-curricular activity necessary for an apparel manufacturer? It’s creative marketing, especially when prices remain flat in the face of increasing production costs in an industry that faces increasing uncertainty. The apparel market in the US weighs in for about 28% of the global market, at a value of $331 billion, according to Statista. So it’s understandable that Abercrombie & Fitch, like other major apparel makers, would focus on greener pastures outside the US to offset flat or declining sales at home. Further, Trefis reported that Abercrombie & Fitch had low inventory issues in the first fiscal quarter of 2013, and it hurt their comparable store sales.  


  • Gurus Hold High-Gaining ‘A-List’ Tech Stocks

    Today’s theme is the letter “A,” representing amazing gains on advanced technology stocks in companies beginning with the letter A. In the first half of 2013, billionaire investors were trading these ‘A-list’ technology stocks from the S&P500, including Amphenol Corporation (APH), Akamai Technologies Inc. (AKAM) and Analog Devices Inc. (ADI). These companies were screened for their billionaire stakeholders, high gains, recent insider trading and yield.

    Amphenol Corporation (APH)  


  • Group Insiders Reporting Large Buys in the Energy Sector

    Over the past week there have been several large group insider buys. These buys come from various sectors of the market, but had their stock bought by two or more corporate executives. The following three companies reported the largest group of insider buys.

    SolarCity Corp (SCTY)
      


  • Advancing to Production, Super Cheap Metal Stocks Held by Billionaires

    This week the metals and mining sector has fallen to eighth position of the top ten U.S. sectors with the most companies on a 52-week-low. The metals and mining sector currently has 21 companies out of 173 on a 52-week low.

    Here’s a review of four companies with precious metals and mineral projects advancing into production. Companies were also screened for their low share prices along with billionaire stakeholders.  


  • FPA Capital's Third Quarter Top Five Stocks

    First Pacific Advisors Capital Fund and the FPA New Income Fund, reported their third quarter portfolio holdings earlier today. 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.

    Holding a fairly concentrated portfolio, the fund added one new stock to its holdings. This sets the total portfolio at 27 stocks valued at nearly $800 million. The following five companies represent the fund's top five stocks that hold the highest weighting in the FPA portfolio.  


  • Third Quarter Roundup - Three Gurus Reduce Three - AN, WBMD, RHP

    Third quarter reduction activity looks light so far in the ongoing portfolio research.

    Here’s a roundup review of three gurus, Edward Lampert of ESL Investments, Carl Icahn of Icahn Capital Management LP and Columbia Wanger Asset Management, all of whom reduced one company as of Sept. 30, 2013.  


  • On the Low - Four Insurance Stocks Held by Numerous Billionaires

    According to Deloitte’s Property & Casualty Industry Outlook for 2013: “…Economic recovery has been erratic over the past two years, but there have been gains in private sector hiring as well as auto sales, creating millions of new insurable exposures for property and casual carriers.” The report advises insurance companies to prepare to adapt to a “new normal,” and expect to ‘take two-steps forward, one-step back’ in a recovering economy.

    The GuruFocus Value Screen for finding 52-Week Lows shows the property and casual insurance sector with 10 companies out of 69 on a 52-week low. The low ratio is 0.14. These companies compete with strong regional insurers as well as major insurers like Travelers Companies Inc., Allstate Insurance Company, GEICO, and others, possibly safer bets broadly held by billionaires. GuruFocus research shows that gurus haven’t touched about half of the currently listed 52-week low insurance companies, but here are four companies selected for broad appeal to billionaire investors, as of the second quarter of 2013.  


  • Columbia Management's Top 5 New Buys with Positive Outlook

    As one of the 10 largest management firms in the U.S., Columbia Management Investment Advisers oversees $300 billion in a variety of mutual funds, closed-end funds and other products. The firm announced 24 new stock positions made in the second quarter, bringing about a 5% turnover in its portfolio totaling 310 stocks.

    In the second quarter, the firm found that positive housing and employment data pushed U.S. equity averages to all-time highs. While Federal Reserve Chairman Ben Bernanke’s tapering announcement caused a ripple, investors eventually realized that the Fed will tighten its easing program only in a “demonstrably strong U.S. economy,” Columbia said in its second quarter letter.  


  • Mid Cap Real Estate USA Stocks – Second Quarter REIT Trades

    In the second quarter of 2013, billionaire investors made 18 trades in the mid-cap real estate sector of U.S. companies. Here are several highlights focusing on new holdings.
      


  • Industry Sector Watch: Banks, REIT, Metals & Mining at 52-Week Low

    This week industry sectors with the highest number of 52-week lows are banking, REITs, and metals and mining, according to the GuruFocus special feature 52-week low Value Screen. This rapid-research tool allows you to surf through hundreds of USA stocks currently listed at a 52-week low and discover performance data along with ownership and trade information. Additionally, you can find thousands of other possible bargain stocks around the world using the GuruFocus 52-week low Value Screen for stocks in Canada, Europe, Asia, UK, Ireland, and Oceania. Finding stocks hitting new lows that are still held by billionaire investors and insiders can be an investment revelation.

    Here’s a look at three industry sectors with a stock highlight for each:  


  • Hudson Valley and Cincinnati Financial Report Large Insider Buys

    Over the past couple of days two banking companies have reported large insider buys coming from their CFOs. These buys come as the stocks hit a high in their price. The following two companies reported insider buys valued at over $100,000.

    Hudson Valley Holding Corp. (HVB)
      


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User Comments

Mocheng
ReplyMocheng - 5 months ago
most of the performance data are available on the funds website. Gurufocus should hire someone to go there and compile this data, that will make the premium subscription worth the fee..
Mocheng
ReplyMocheng - 8 months ago
Goforit,
I agree, they should put more performance data into each gurus.
Goforit
ReplyGoforit - 10 months ago
How are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records. Most of the time the "profile/performance" tab does not have anything on performance. Why not? Maybe it should just be called the "profile" tab. This is very frustrating.

Also, if you do not have the performance record, then how do you even know that they deserve to be in the Guru list? Maybe they should not be listed?



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