Columbia Wanger

Columbia Wanger

Last Update: 01-09-2017

Number of Stocks: 195
Number of New Stocks: 22

Total Value: $7,631 Mil
Q/Q Turnover: 10%

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

Columbia Wanger Watch

  • 7 Guru Stocks With High Predictability Ratings

    According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings and at least five gurus are shareholders.

    MarketAxess Holdings Inc. (NASDAQ:MKTX)


  • 9 Stocks Trading Below the Peter Lynch Value

    According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and at least five gurus are shareholders.

    Akorn Inc. (AKRX) is trading at about $22 per share. The Peter Lynch value gives the stock a fair price of $37 so the stock is undervalued with a margin of safety of 41%.


  • A Mid-Cap With Buffett-Munger Status

    Until recently, the share price of Copart Inc. (NASDAQ:CPRT) was rising faster than an auctioneer’s patter. But that stopped abruptly in late November when the price pulled back.

    Copart has taken a leading role in transforming the auto salvage business from local scrap yards into an online phenomenon that takes bids from around the world.


  • 7 Low P/S Stocks With a Rising 10-Year Price

    According to GuruFocus' All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with a very low price-sales (P/S) ratio.

    CAE Inc. (NYSE:CAE) is trading at about $14 with a P/S ratio of 1.94, a trailing 12-month price-earnings (P/E) multiple of 22.18 and an estimated forward P/E multiple of 17.38. The company has a market cap of $3.77 billion and the stock has risen at an annualized rate of 5% over the last 10 years.


  • A Debt-Free, Small-Cap Stock From the Buffett-Munger Screener

    Making it onto the Buffett-Munger list is not easily accomplished, but NIC Inc. (NASDAQ:EGOV) has done it. The company specializes in building portals for governments. These portals allow citizens and businesses to communicate and interact with government agencies. For example, systems that allow citizens to purchase fishing licenses, and businesses to post compliance information.

    The Buffett-Munger screener looks for companies with four key characteristics:


  • WOOF: Health Care Without the Drama

    Considering demographics, innovative new treatments and other issues, health care for people ought to be a great industry in which to invest. However, political and regulatory risk make it one of the most uncertain.

    But do not close that door yet. Another area of health care exists, one in which the demographics and other trends are favorable, and without the political and regulatory uncertainties: pet health care. Or as they call it in the business, companion animal care.


  • Snap-on: Ratcheting Up Margins and Other Vital Metrics

    Shares of Snap-on Inc. (NYSE:SNA) have jumped 13% since third-quarter earnings were announced a month ago.

    Snap-on is behind all those white vans that sell wrenches and sockets at auto repair shops and dealerships. At least, that is the traditional business; it now operates three other segments that make money as well.


  • Columbia Wanger's Largest Trades in 3rd Quarter

    Columbia funds are managed by Columbia Management Investment Advisers LLC, and Columbia Acorn funds are managed by Columbia Wanger (Trades, Portfolio) Asset Management LLC, a subsidiary of Columbia Management Investment Advisers, LLC. During the third quarter the guru’s largest trades were the following:

    It closed its stake in Cepheid (CPHD) with an impact of -0.93% on the portfolio.


  • Will Eaton Vance Continue This Year's Surge?

    In an article published on Feb. 13 of this year, PatientValueInvestor recommended Eaton Vance (NYSE:EV) to investors prepared to take the long view. At the time, the share price of this financial stock was near the $28 mark.

    As it turned out, investors who took his advice did not need much patience. Following a better than 7.5% jump on Nov. 9 and 10, the two days after the American elections, the stock closed at $38.15, an increase of about 36% in less than nine months. Still, as this 20-year chart shows, the company has some distance to go before it gets back to the lofty prices it enjoyed in 2007:


  • Gurus Buy Stocks With Low P/E Ratios

    Gurus are buying stocks that are trading with low price-earnings (P/E) ratios. Some are greatly undervalued, according to the DCF calculator.

    Polaris Industries Inc. (PII) with a market cap of $4.74 billion is trading with a P/E ratio of 12.85 and a price-sales (P/S) ratio of 1.05. According to the DCF calculator the stock has a fair value of $162.9 while it is trading at about $74.03 with a margin of safety of 55%. The price has dropped by 39% during the last 12 months and is now 40.49% below its 52-week high and 9.19% above its 52-week low.


  • Columbia Wanger Sold 2 Stakes in September

    Columbia Wanger (Trades, Portfolio) sold two stakes from its portfolio on Sept. 30.

    The guru sold its 2,611,401-share stake in Cepheid Inc. (NASDAQ:CPHD), a California-based scientific and technical instrument company, for $52.69 per share. The divestiture had a -0.93% impact on the portfolio.


  • Dunkin’ Donuts to Release Bottled Beverages

    In an attempt to position itself further as a coffee destination, Dunkin’ Brands Group Inc. (NASDAQ:DNKN) has partnered with Coca-Cola (NYSE:KO) to launch bottled Dunkin’ Donuts coffee in the U.S.

    The company announced Thursday that it plans to have these ready-to-drink bottled beverages in stores early next year with Coca-Cola handling the production and distribution. Dunkin’ has already stretched into consumer goods with bagged coffee and single-serve K-cups, so the company is taking the next step by bottling its products for consumers on the go.


  • Columbia Wanger Boosts LivaNova, Sells Stericycle

    Columbia Wanger (Trades, Portfolio) manages a portfolio composed of 198 stocks with total value of $8.623 billion. The following are its largest trades of the second quarter:

    The guru bought 2,207,192 shares in LivaNova PLC (LIVN) with an impact of 1.29% on the portfolio.


  • Undervalued Stocks with Low Price-Earnings Ratios

    The following stocks are trading with wide margins of safety, according to the DCF calculator and some of them have very low price-earnings (P/E) ratios. GuruFocus' All-in-One Screener can be used to find similar stocks.

    Amerco Inc. (UHAL) has a market cap of $6.88 billion and a GuruFocus business predictability rating of 2 of 5 stars. The stock has a price of $350.88 per share with a P/E ratio of 14.77 and according to the DCF calculator, is trading with a margin of safety of 51%, since its fair value is $710.28. During the last 12 months, the price of the stock has dropped by 5% and is now 19.69% below its 52-week high and 14.79% above its 52-week low.


  • Bargain Stocks With Growing Earnings

    Companies with growing 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.

    Earnings per share of Signature Bank (SBNY) grew by 23% over the last five years and according to the DCF calculator, the stock at the price of $124.13 is undervalued and is trading with a margin of safety of 43%.


  • Is Now the Time to Invest in Motorcycle Companies?

    The motorcycle industry and the oil industry have an interesting relationship.

    When gas prices are high, many consumers turn to motorcycles to bring their transportation budgets under control. They will sometimes choose other options, such as riding bicycles, walking or taking public transportation, but many consumers prefer the freedom of personal vehicle ownership; thus, when gas prices are high and cars are seen as too expensive to operate, sales of fuel-efficient motorcycles go up, sometimes way up.


  • Guru Stocks That Outperform the S&P 500

    The following are some of the stocks that outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.

    Federal Realty Investment Trust (FRT), with a market cap of $11.87 billion, has outperformed the S&P 500 Index by 22.4% during the last 12 months. Currently three gurus are holding the company that has returned 16%-plus year to date and 94%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 48.37, and according to the DCF calculator it looks overpriced by 465% at the price of $167.35. Over the last 12 months the company’s revenue has grown by 6% and EPS has grown by 10%.


  • Chuck Royce's Largest 2nd-Quarter Trades

    Chuck Royce (Trades, Portfolio), portfolio manager for Royce Pennsylvania Mutual Fund since 1972, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. During the second quarter he traded the following stocks:

    The guru reduced his stake in UniFirst Corp. (UNF) by 21.25% with an impact of -0.26% on the portfolio.


  • 10 Years of Strong Returns: 51job, Under Armour

    GuruFocus’ All-In-One Screener helps to find profitable companies with 10-year positive returns, strong profitability and growing EPS.

    Under Armour Inc. Class C. (UA.C)


  • Columbia Wanger Sells Out Textura

    Columbia Wanger sold its stake in Textura Corp. (NYSE:TXTR) at a price of $26.39 per share on April 30.

    Columbia Wanger originally purchased 360,284 shares of Textura during the second quarter of 2014 at an average price of $20.36. Since its initial purchase, Columbia Wanger has added to its stake in Textura six times before reducing its position by 46.25% during the first quarter. Columbia Wanger then sold out its remaining shares in the second quarter for a net loss of 15% on its investment over the previous two years.


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