Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 2015-01-08

Number of Stocks: 339
Number of New Stocks: 33

Total Value: $40,292 Mil
Q/Q Turnover: 10%

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

Jean-Marie Eveillard Watch

  • Investors Should Consider Xilinx

    In this article, let's take a look at Xilinx Inc. (XLNX), a $10.43 billion market cap company that is one of the world's leading suppliers of programmable logic chips and related development system software.


    Market share

      


  • First Eagle Global Fund Q4 2014 Commentary

    Market Overview In the fourth quarter of 2014, the MSCI World rose 1.1% while in the U.S. the S&P 500 Index increased 4.9%. In Europe, the German DAX decreased -0.9% and the French CAC 40 index declined -7.3% during the quarter. The Nikkei 225 index decreased -1.3% over the period. Crude oil fell 42% to $53 a barrel, and the price of gold declined 1.9% to $1,184 an ounce by year-end. The U.S. dollar rose 9.2% against the yen and 4.4% against the euro.


    As 2014 drew to a close, investors began to reassess the outlook for global economic growth. Signs of a slowdown in China in particular contributed to a steep price drop for many commodities. Beyond the declines in oil and gold, we have also seen weakness in agricultural commodities and other metals.

      


  • Another Perfect Fit for Dividend Investors

    In this article, let's take a look at PPL Corporation (PPL), a $22.97 billion market cap company that provides electric utilities in Pennsylvania and Kentucky and also owns utilities in the U.K.


    Generating business

      


  • Edwards Lifesciences a Gold Standard in the Market

    In this article, let's take a look at Edwards Lifesciences Corp. (EW), a $13.62 billion market cap company that makes and markets a comprehensive line of products and services to treat late-stage cardiovascular disease.


    Key to growth

      


  • DENTSPLY´s Growth Opportunities

    In this article, let's take a look at DENTSPLY International Inc. (XRAY), a $7.56 billion market cap company, which is a designer, developer, manufacturer and marketer of a broad range of products for the dental market.


    Acquisition Opportunities

      


  • Weekly Guru Bargains Highlights: CNQ, PBR, BHP, SLB, DVN

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


    Canadian Natural Resources Ltd (CNQ): Down 26% Since George Soros (Trades, Portfolio) bought in the quarter ended on 2014-09-30

      


  • Happy Thanksgiving Thoughts – Give and Take

    Each year during this time of the year, I would take some time out and think about the things in life that I am extremely thankful for. The list usually ends up very long but a few of them jump out easily. On this year’s is a book recommendation by one of my heroes – Mohnish Pabrai (Trades, Portfolio). And this book is called Give and Take, masterfully done by Adam Grant.


    This book is about why helping others drivers out success. It is a fascinating idea. Essentially the author claims that there are three types of people – givers, matchers and takers. Takers are people who like to get more than they give, and they tilt reciprocity in their own favor, putting their own interests ahead of other’s needs. Givers are the exact opposite. They tilt reciprocity in the other direction, preferring to give more than they get. They are other-focused, paying more attention to what other people need from them. Matchers strive to preserve an equal balance of giving and getting. They operate on the principle of fairness: when they help others, they protect themselves by seeking reciprocity.

      


  • Why Soros, Burbank and Cohen Bought this Fairly Valued Stock

    In this article, let's take a look at Anheuser-Busch InBev SA/NV(BUD), a $184.78 billion market cap company that is a brewing company and manages a portfolio of over 200 brands of beer.


    Good dividend yield

      


  • Another 'Buy Reason' for this Potash Company

    In a previous article, we analyze quantitative aspects of Potash Corp. of Saskatchewan, Inc. (POT), a $30.39 billion market cap company. Now, in this article let's take a look at the intrinsic value and try to compare it with the current stock price.


    Dividend policy

      


  • Top Reasons to Invest in Omnicom Group

    In this article, let's take a look at Omnicom Group Inc. (OMC), a $18.88 billion market cap company that owns the DDBWorldwide, BBDOWorldwide and TBWAWorldwide advertising agency networks and more than 100 marketing and specialty services firms.


    Diverse agency

      


  • Different Hedge Fund Managers Bought and Added Molson Coors Brewing

    In this article, let's take a look at Molson Coors Brewing Company (TAP), a $14.01 billion market cap company, which is the fifth largest brewer in the world, was formed in early 2005 via the combination of Adolph Coors Co. and Molson, Inc.


    Light Beer

      


  • I Feel Bullish on this Canadian Company

    In this article, let's take a look at Potash Corp. of Saskatchewan, Inc. (POT), a $30.39 billion market cap company, which is the world's largest diversified fertilizer company by capacity, and is one of the world's largest potash producers.


    Revenues and Net Income

      


  • Eveillard's First Eagle Boosts Stake in Growing Comtech Telecom

    First Eagle Investment Management, of which renowned investor Jean-Marie Eveillard (Trades, Portfolio) is senior investment adviser, has boosted its stake in company Comtech Telecommunications (CMTL), by 45.36%, GuruFocus Real Time Picks reported.


    The new stake reported Oct. 31 reflects an increase of 530,970 shares, giving them 1,701,570 shares in total, worth 10.5% of the company. First Eagle has been building its position in Comtech since the fourth quarter of 2013.

      


  • What About McDonald's Dividend Hike?

    In this article, let's take a look at the intrinsic value of McDonald's Corp. (MCD), the largest fast-food restaurant company in the world, with more than 35,000 restaurants in 119 countries.


    Dividend hike

      


  • McDonald's Top “Long” Reasons

    In this article, let's take a look at McDonald's Corp. (MCD), a $92.12 billion market cap company that is the largest fast-food restaurant company in the world, with more than 35,000 restaurants in 119 countries.


    Bright outlook

      


  • The Gurus to Follow Based on Sector – Part 1

    GuruFocus provides information on 147 investment managers, hedge funds and mutual funds that can help guide your own investment choices. With that many portfolios, it can be difficult to narrow down which gurus to follow.


    Every investor has different circles of competencies; I breakdown which gurus have a majority of their portfolio in some of the most common industries. For instance, whether or not you prefer to stay away from high-tech stocks could determine if you want to follow Warren Buffett (Trades, Portfolio) or Jean-Marie Eveillard (Trades, Portfolio).

      


  • Smart Money Trickling Into Transocean for Deep Value in Underwater Oil Driller

    The outlook on Transocean (RIG) is very grim as oil sells at four-year lows – near $80 a barrel. Transocean’s stock price is off 82% from its 2007 apex above $170 a share. But shares may already reflect the negative prospects for the oil industry. Exceptional value is born from new lows and bleak prospects  not when everyone sees improvements on the horizon.Transocean oil rig.


    Contrarian mutual fund manager Bruce Berkowitz (Trades, Portfolio) at Fairholme Capital Management bought Transocean in the second quarter, according to GuruFocus. So did two hedge fund giants: First Eagle Investment Management’s Jean-Marie Eveillard (Trades, Portfolio) and Dreman Value Management’s David Dreman (Trades, Portfolio). Carl Icahn owns 21.5 million shares with them accounting for about 3% of his portfolio. Transocean is one of his top 10 investment picks for 2014.

      


  • A Dividend Hike That Justify the Trading Price

    In this article, let´s consider Lexmark International Inc. (LXK), a $2.57 billion market cap that has a trailing P/E ratio that indicates the stock is relatively undervalued (PE 12.7x vs Industry Median 30.5x).


    Dividend hike

      


  • First Eagle Global Fund Q3 2014 Commentary

    Market Overview


    In the third quarter of 2014, the MSCI World Index declined 2.2% while in the U.S. the S&P 500 Index increased 1.1%. In Europe, the German DAX decreased 11.1% and the French CAC 40 Index fell 7.9% during the quarter. The Nikkei 225 Index declined 1.5% over the period. Crude oil fell 13.5% to $91.16 a barrel, and the price of gold fell 9% to $1,208.16 an ounce by quarter end. The U.S. dollar strengthened 8.3% against the yen and 8.4% against the euro.

      


  • First Eagle Overseas Fund Q3 2014 Commentary

    Market Overview


    In the third quarter of 2014, the MSCI EAFE Index declined 5.9%. In Europe, the German DAX decreased 11.1% and the French CAC 40 Index fell 7.9% during the quarter. The Nikkei 225 Index declined 1.5% over the period. Crude oil fell 13.5% to $91.16 a barrel, and the price of gold fell 9% to $1,208.16 an ounce by quarter end. The U.S. dollar strengthened 8.3% against the yen and 8.4% against the euro.

      


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