Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 2015-02-09

Number of Stocks: 342
Number of New Stocks: 31

Total Value: $41,155 Mil
Q/Q Turnover: 10%

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

Jean-Marie Eveillard Watch

  • Packaging Corporation Is Returning Value to Shareholders

    In this article, let's take a look at Packaging Corporation of America (PKG), a $8.15 billion market cap company, which manufactures and sells containerboard and corrugated packaging products in the United States, Mexico, Canada, and Europe.

    A 37.5% Dividend Hike


  • Revenue Growth Is the Key for Bed Bath & Beyond

    In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.9 billion market cap company, operating more than 1,500 stores in all 50 states, Puerto Rico, Canada, and Mexico.



  • This Hedge Fund Continues Betting on China-based Companies

    Hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Shah Capital Management LLC.

    Recently the fund reported its equity portfolio, as of the end of December. The total value of the portfolio amounted to $116.05 million, up from $106.7 million disclosed at the end of the previous quarter. Consequently, the fund's total return was $9.3 million in the last quarter. The filing revealed that at the end of December, the fund added four new positions to its equity portfolio and sold out one position. The top 10 portfolio holdings as of the end of the quarter represented 95.96%. The largest changes from previous 13-F´s fillings are in the telecom and technology sectors.


  • Weekly 3-Year Low Highlights: RYN, PICO, JIVE, GEOS

    According to GuruFocus list of 3-year lows, Rayonier Inc, PICO Holdings Inc, Jive Software Inc, and Geospace Technologies Corp have all reached their 3-year lows.

    Rayonier Inc (RYN) Reached $27.12


  • Value Investing Legend Jean-Marie Eveillard On What Ails Japan

    Japan has been stuck with virtually no growth since the 1990s following an incredible double bubble in real estate and stocks that was built up in the 1980s.

    Jean-Marie Eveillard (Trades, Portfolio) thinks that Japan needs to do whatever it can to inflate, whether or not they will be successful, he doesn't know.


  • Part Four: A Continuing Discussion on Intrinsic Value

    In a recent interview with Consuelo Mack of WealthTrack (link), Jean-Marie Eveillard of First Eagle Funds said something that I’ve heard many times before – and something I have a tough time understanding. I figured it’s about time that I put my thoughts on this topic in writing.

    When discussing the different types of value investors, Mr. Eveillard had this to say about Warren Buffett (Trades, Portfolio):


  • First Eagle Investment Management Annual Letter to Shareholders 2014

    Dear Fellow Shareholders, At First Eagle, we remain committed to protecting and preserving our shareholders’ purchasing power over time. Irrespective of short-term market events, swings in investor confidence or the pressure to follow a new market paradigm, our first priority is unwavering: to provide prudent stewardship of the assets you have placed in our care.

    Market Overview


  • Eveillard's Top 5 New Buys During Q4

    John-Marie Eveillard is the Senior Adviser and Board Trustee of First Eagle Funds and Senior Vice President of Arnhold and S. Bleichroeder Advisers.

    Eveillard was born in France and moved to the U.S. in 1968. He managed the First Eagle Overseas and First Eagle Global Fund at their inception in 1993, as well as the First Eagle U.S. Value Fund in 2001.


  • 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


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