Last Update: 12-31-1969

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  • Weekly CEO Buys

    According to GuruFocus’ Insider Data, these are the largest CEO buys during the past week. The overall trend of purchases is illustrated in the chart below:


  • Why Gilead was Smart to Let Medivation Slip through its Fingers

    Gilead, Sanofi and Pfizer were some of the big-name pharma companies in the hunt for Medivation’s blockbuster prostate cancer drug Xtandi that had approximately $2.2 billion in sales in the last four quarters. Gilead has been facing a lot of criticism for not being able to close the deal despite sitting on a $24 billion mountain of cash.

    The disappointment of Gilead investors is understandable. Gilead’s balance sheet is as good as you see in the pharma world. At the end of the most recent quarter, Gilead had $6.485 billion cash on hand, $2.267 billion in short term securities and $15.864 billion in long term marketable securities, a grand total of $24.616 billion to spend. With the company's long-term debt at $21.427 billion and last year’s annual free cash flow hitting $19 billion, Gilead could have easily paid the $14 billion dollars that Pfizer doled out to pop the Medivation pill.


  • Oil Prices Trading Slightly Higher

    Oil prices ended the August 26 week slightly higher as Iran says it will cooperate with OPEC. On Friday, WTI crude oil increased to $47.64 a barrel while Brent crude oil increased to $49.92.

    The week’s reports on oil showed oil inventories increasing and a higher oil rig count. Wednesday’s EIA Petroleum Status report showed an increase in oil inventories of 2.5 million barrels. On Friday, the Baker Hughes Rig Count report showed oil rigs in North America increasing by 23. In the U.S. the rig count decreased by two. In Canada the rig count increased by 25. In comparison to a year ago, the rig count is much lower in both the U.S. and Canada.


  • Sysco Corp: A Great Company But at An Inflated Price

    Company Profile

    Sysco (NYSE:SYY) is by far the biggest and best marketer and distributor of food, food products, and related equipment and supplies to the U.S., Canadian, and international foodservice industry. The company distributes fresh and frozen meats, prepared entrées, vegetables, canned and dried foods, dairy products, beverages, and produce, as well as paper products. It also distributes restaurant equipment, supplies, and cleaning products. The company is a key supplier for many bulk purchasers and retail chains, including not only restaurants but hotel chains and lodges as well. It is also an active supplier to the hospital and education industries.


  • The Role of Kroger's Convenience Stores in Future Growth

    Kroger is one of the few retail giants that has strongly grown its revenues in the last ten years. Though the rate of growth has come down over the past year, they kept expanding when every other retailer faced the wrath of soft consumer spending and the market-eroding influence of e-commerce. It’s amazing to see that a company with so many different brands under a single roof has managed to keep growing as if nothing is going on around them. But the company is trading at a forward earnings multiple of 13, a low valuation considering their past performance.



  • Oakmark International Fund purchases Cosmos Lady

    During the second quarter the Oakmark International Fund purchased 1,046,000 shares of Cosmo Lady (02298- HKSE)at an average price of 5.33 Hong Kong dollars ($0.69 cents). The trade had a 0.02% impact on the Oakmark International Fund’s portfolio.


  • The Value Partners boots stake in Logan Properties

    During the second quarter the Value Partners (Trades, Portfolio) investment firm added to its stake in Logan Property Holdings Company Limited (03380- HKSE). The company added 59,122,000 shares during the second quarter at an average price of 2.79 Hong Kong dollars ($0.36 cents). The trade had a 1.71% impact on the fund’s portfolio. It now owns 154,088,000 shares of the company.   

  • Land a Major Driver of Property Prices, but Housing Gets the Highlights

    As long as population continues to grow, the price of land will always appreciate, and in many cases, property prices will tend to follow the same channel.

    While the price of land may take anything from 5% to 20% of the overall price of a house depending on the location and total replacement cost of structures, the shift in farmland prices has been identified as one of the main indicators of property bubbles.


  • Investing with a Margin of Safety

    This article appeared first on The Stock Market Blueprint Blog.

    Does more risk equal more return? Or, does investing with a margin of safety reduce risk and increase returns?


  • Hormel Foods is Growing Fast

    Hormel Foods Corporation (NYSE:HRL), based in Austin, Minn., is a multinational manufacturer and marketer of consumer-branded food and meat products, many of which are among the best known and trusted in the food industry. The company leverages its extensive expertise, innovation and high competencies in pork and turkey processing and marketing to bring branded, value-added products to the global marketplace.

    The company’s portfolio features iconic products, new on-the-go items, natural and organic meats, and multicultural flavours that are on trend with today’s consumers and foodservice operators.


  • Dividend Aristocrat Correlation Pairs

    Disclosure: I am long MCD

    On June 27th, 2014, I published an article discussing pairing Dividend Aristocrats based on their correlations.


  • Investing in the Credit Card Industry: Is Discover a Good Buy?

    Discover, the U.S.-based banking and payment services company has been living in the shadows of Visa and MasterCard for a long time, and aside from American Express no other company in the industry has been able to scale up with significant market share. Such has been the control of the top three players, they controlled more than 82% if the total transactions around the world in 2015.



  • Allergan: An Undervalued Powerhouse

    Allergan (NYSE:AGN) is one of the largest pharmaceutical powerhouses, operating in many areas including eye care, facial aesthetics, plastic surgery, skin care and neuroscience and urology. Allergan’s history is quite interesting as the company has grown via many big acquisitions.

    Allergan, previously known as Actavis, has spent $8.5 billion to acquire Warner Chilcott plc. With this acquisition, Allergan set the strong foundation in several key areas including women’s health, urology, gastroenterology and dermatology. In 2014, the company acquired Forest Laboratories for $25 billion. Forest Laboratories was considered a good fit for Allergan due to its strong legacy in branded specialty and primary care pharmaceuticals. In the same year, Actavis and Allergan decided to merge with the total deal value of $66 billion, creating a new industry model called Growth Pharma, with world-class brand franchises, a global generics business and a premier pipeline of pharmaceutical development.


  • HP Inc. Beats Earnings Estimates

    HP Inc. (NYSE:HP) and Hewlett Packard Enterprise (NYSE:HPE) separated in the final months of 2015 forming different technology companies with a different focus for each. On Aug. 24, HP Inc. reported its third quarter 2016 earnings results. HP Enterprise is scheduled to report earnings on Sept. 7.

    Since the separation, HP Inc. has gained 4.05% closing at $14.39 on Aug. 26. The HP Inc. business is focused on printing and personal systems, which encompasses commercial printers, consumer printers, printing supplies, notebook computers and desktop computers.


  • Evercore Partners Inc (EVR) President and CEO Ralph Schlosstein Sold $6,403,340 of Stocks

  • Apple Inc (AAPL) CEO Timothy D Cook Sold $35,814,800 of Stocks

  • Evercore Partners Inc (EVR) President and CEO Ralph Schlosstein Sold $6,403,340 of Stocks

  • Apple Inc (AAPL) CEO Timothy D Cook Sold $35,814,800 of Stocks

  • Sanofi's Risk Increases on Acquisition Miss

    French pharma giant Sanofi (NYSE:SNY) has been having a forgettable 2016, with stocks sliding by more than 18% in the last year. Net sales in the first six months of the current fiscal declined to 15.926 billion euro from 16.629 billion euro last year, sending the stock lower. The steady drop in the past year has brought the company’s dividend yield to an extremely attractive 4.2% yield. But how safe is the dividend?



  • Evercore Partners Inc (EVR) President and CEO Ralph Schlosstein Sold $6,403,340 of Stocks

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