Last Update: 12-31-1969

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  • Qualcomm Vs Advanced Micro Devices (AMD): Which is the Better Bet?

    Qualcomm’s shares surged after the company reported better-than-expected third quarter results. Earnings per share came in at $1.16 on the back of $6.04 billion in revenues, while analysts were expecting $0.97 EPS with a revenue estimate of $5.58 million. The strong results can be directly attributed to the progress Qualcomm has made in China, and the chipmaker shipping 16 million more chips than it guided.

    "The key piece is the underlying technology migration to LTE, which has been the engine that is really driving the importance of getting China in a good spot for us as a business. ... China will continue to be an important component of the growth story for Qualcomm moving forward," CEO Steve Mollenkopf told CNBC


  • Apple's Earnings Signal a New Direction for the iPhone Maker

    The first iPhone was launched in 2007 by Steve Jobs. Nine years and 13 models later, Apple (NASDAQ:AAPL) has sold over 1 billion iPhones - a huge milestone for any consumer tech products company. Apple released its third quarter earnings on July 26, beat Wall Street estimates by a mile, sold lot more iPhone SE than anticipated and was subsequently rewarded by the stock soaring after the results came out.

    But there were a few analysts who expressed caution about the improved performance of Apple, and there are a few reasons why they might be correct. Let’s dig a little bit deeper into the quarterly results to identify the path forward for Apple.


  • Yacktman Fund Hopeful in Second Quarter Report

    The AMG Yacktman Fund (Trades, Portfolio) (YACKX) gave their second quarter update on July 27. Joe Maccone from Affiliated Managers Group Fund (AMG) moderated the meeting. Stephen Yacktman and Jason Subotky, the portfolio managers at Yacktman Asset Management, gave their views on the portfolio’s performance as well as discussed their major stock purchases and sales.

    The AMG Yacktman Focused Fund (Trades, Portfolio)-Service Class (YAFFX) reported a return of 2.23% for the second quarter, with a 6.7% return for the year to date. The Yacktman Focused Fund (Trades, Portfolio)-Institutional Class (YAFIX) reported a quarterly return of 2.23% and a year-to-date return of 6.8%. The AMG Yacktman Fund (Trades, Portfolio)-Service Class reported a return of 2.4% for the quarter and a year-to-date return of 6.6%. According to GuruFocus, Yacktman reported a three-year cumulative return of 34.2% from 2013-2015 with an excess gain of -18.1% over the same time period.


  • 52-Week Company Lows

    According to GuruFocus’ list of 52-week lows, these Guru stocks have reached their lowest in 52 weeks.


  • Is Caterpillar's Dividend Still Safe?

    After failing to increase its dividend in June like it has in past years and continuing to report double-digit declines in sales and earnings this week, Caterpillar (NYSE:CAT) has many dividend investors wondering about the safety of its current payout.


  • Invesco European Growth Fund Comments on Sky PLC

    Sky PLC (LSE:SKY), a UK-based media and broadcasting firm, was the portfolio’s largest individual detractor. The stock underperformed due to concerns about inflation going into the anticipated Bundesliga rights auction and Brexit’s potential negative impact on UK consumers. We remain positive on Sky’s long-term business given a strong management team with a track record of cost control during weaker environments.


  • Invesco European Growth Fund Comments on Sberbank PAO

    Russian bank Sberbank PAO (MIC:SBERP) was the fund’s top individual contributor, delivering strong first quarter results with a return on equity (ROE) in the high teens, particularly impressive given Russia’s still-poor macroeconomic situation. However, the economy appears to be stabilizing and Sberbank stock rose from the deeply oversold levels of 2015. Many analysts are now upgrading their earnings estimates for the bank, which in our view, remains attractively valued given its very dominant franchise in Russia.


  • Invesco European Growth Fund 2nd Quarter Performance Commentary

    Market overview


  • Is Benchmark Electronics a Contrarian Investment?

    If there ever was a stock that has gone nowhere, Benchmark Electronics, Inc. (NYSE:BHE) is the one. A quick look at its 10-year and 1-year price histories shows that buy and hold investors of BHE have little to show for their investments.


  • Nestle is Arguably the Best Food Company in the World

    Nestle (NSRGY, NSRGF) is arguably the best food company in the world. It is number one or two in most of its product lines. The stock is owned by too many value funds to name. The stock is not cheap by any means but could go on sale some day.

    The company has 3.11 billion shares and trades at a market cap of $243 billion. The dividend is $1.46 and dividend yield 1.88%. Earnings were $2.89 and the stock trades at a price to earnings ratio of 27. I'm not going to convert the Swiss franc into the dollar as the two are close to parity. No doubt, not a cheap stock.


  • 10 Most Undervalued Companies for the Enterprising Investor - July 2016

    There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the ten most undervalued companies reviewed by ModernGraham. Each company has been determined to be suitable for the Enterprising Investor according to the ModernGraham approach.

    Defensive Investors are defined as investors who are not able or willing to do substantial research into individual investments, and therefore need to select only the companies that present the least amount of risk. Enterprising Investors, on the other hand, are able to do substantial research and can select companies that present a moderate (though still low) amount of risk. Each company suitable for the Defensive Investor is also suitable for Enterprising Investors.


  • Jeremy Grantham's GMO 2nd-Quarter Commentary: Immigration and Brexit


    I set myself a task this quarter to give my views on why suddenly so many strange things are going on in the US and in the UK and what they might mean. We in the US can see the turmoil resulting from the Brexit vote, which seems to have been undertaken almost casually, without the normal planning for consequences. It has been likened to a dog that to its amazement catches the car – now what? The consequences for the remarkable experiment of the European Union are unknowable but potentially profound.


  • Ben Inker's GMO 2nd Quarter Letter: The Duration Connection

    Executive Summary

    Over the last six or seven years, most financial assets have done very well. The performance divide has not been between low-risk assets and high-risk assets or between liquid assets and illiquid assets, but between long-duration assets and short-duration assets. Long-duration assets such as stocks, bonds, real estate, and private equity have benefitted from a large fall in the discount rate associated with their cash flows, while short-duration assets have been hurt by the same fall. Investors tend to tilt their portfolios in favor of those assets that have done well, and today that pushes them to be increasing effective duration in their portfolios, just when the potential returns to those assets have dropped. What we believe would be most helpful to investors are short-duration risk assets, as they offer the potential of decent returns over time with less vulnerability to rising discount rates. These assets, generally lumped together under the “alternatives” title, are generally out of favor today given their disappointing performance since the financial crisis, but the characteristics that made them disappoint may well prove a blessing if discount rates start to rise.


  • U.S Stock Ends Mostly Lower

    The U.S. stock market is dynamic and every day you will see tons of new things. Today, Apple shares just shined and investors are very happy about it. But investors are following Apple`s share closely as they think that the tech giant`s best moment might come to an end soon. Facebook was also hot today, and this stock rose a little bit as well. As you will read, the FED was hinting at changing its interest rate policy in the following month, so investors are following closely what this Federal agency will do in the future.

    Mixed Data


  • 2 Reasons to Buy First Solar

    When it comes to profitability and efficiency, First Solar (NASDAQ:FSLR) is the best stock is the solar industry. Despite its track record of profitability and strong growth, shares of First Solar have pulled back recently due to a weak quarterly report. However, I think the recent pullback is a buying opportunity and investors should consider adding to their positions before the stock breaks out.

    CdTe technology


  • Kinross Gold Corporation released its Q2 2016 results

    Yesterday Kinross Gold Corporation (NYSE:KGC) announced its results for the second quarter ending June 30, 2016. The miner reported adjusted net loss of $9.8 million, or $0.01 per share, compared with adjusted net loss of $13.6 million, or $0.01 per share, in Q2 2015, and met analysts 'expectations on EPS:


  • Long Term Investors Will Regret Missing Out on Himax Technologies

    The augmented reality and virtual reality market are expected to grow to multi-billion dollar industries in the years to come and there are several companies that investors can buy right now to benefit from this trend. Out of them, one of my favorite picks is Himax Technologies (NASDAQ:HIMX). There are several reasons to buy the stock at current levels that are mentioned below.

    Growing continuously


  • Contact Roadrunner Support Number | 1-844-659-1035

    ROADRUNNER technical support signal,@@@ 1-844-659-1035signal, 1-844-659-1035technical support range, 1-844-659-1035support signal, 1-844-659-1035technical support, 1-844-659-1035client Service signal, 1-844-659-1035client Service range, 1-844-659-1035client Support signal, 1-844-659-1035client Support range,@@@@ 1-844-659-1035client Service Helpline

  • Should You Get Some Skechers?

    Skechers USA (NYSE:SKX) fell an incredible 22% on July 22 after it announced its earnings. According to GuruFocus data, Skechers now trades at its lowest price-to-earnings multiple for the past three years. Still, Skechers USA trades 2.5 times its book value of $9.83 per share.

    Since its IPO price of $11 a share in June 1999, Skechers USA has provided an annual average total return of 11.79%, while the Standard & Poor's 500 delivered 4.83%.


  • Lions Gate Entertainment: The John Malone Factor

    If the market’s initial reaction is anything to go by, the deal between Lions Gate (NYSE:LGF) and Starz (NASDAQ:STRZA) is already doomed. Over the past six months, shares in Lions Gate are down by 25%; since the deal was officially announced on June 30 Lions Gate’s stock is down by about 2%.

    The $4.4 billion deal was immediately hit with criticism. The chief concerns are that the deal will leave Lions Gate with a chunk of debt it will not be able to service in the long term in a world of rapidly shifting TV viewing habits. What’s more, Lions Gate’s earnings are notoriously lumpy as the company relies on its ability to produce box office hits. And while the combination with Starz should help smooth out earnings, changing viewing habits could derail the whole business long term.


  • La-Z-Boy Is on a Growth Spree

    La-Z-Boy Inc. (NYSE:LZB) is one of the growth stocks in the furniture industry that has been playing well.

    This furniture company has produced excellent quarterly results including an 11.24% increase in net sales. For the full year, La-Z-Boy’s total sales increased 7.75%.


  • About the Master Plan Part Deux

    Last week Tesla (NASDAQ:TSLA) CEO Elon Musk released his Master Plan Part Deux which is a blog post where he attempts to rationalize the crazy plan to buy SolarCity (NASDAQ:SCTY). The new Tesla master plan is summarized by Musk himself:


  • Cognizant Technology Solutions Corp (CTSH) CEO Francisco Dsouza Sold $17.5 million of Stocks

  • US Stocks Rise and Apple Shares Shine

    The U.S. stock market climbed Wednesday, and Apple (NASDAQ:AAPL) shares soared as well.

    The Cupertino, California-based company has been doing a great job in the technology industry, and investors seem to be very confident about the firm´s future. Since the Fed had to report at 2 p.m. (EDT), investor´s expectations were kept in check. In fact, the SPX added 4 points or 0.2% where technology stocks were leading these gains. The Dow was also hot in its upward trend climbing 54 points or 0.3%, and the COMP jumped 32 points or 0.6%. Apple shares just soared 7.2% today as well.


  • Pultegroup Inc (PHM) CEO Richard J Jr Dugas Sold $5.3 million of Stocks

  • Kimberly-clark Corp (KMB) Chairman of the Board and CEO Thomas J Falk Sold $27.5 million of Stocks

  • Abbott Laboratories (ABT) Chairman and CEO Miles D White Bought $777,216 of Stocks

  • Abbott Laboratories (ABT) Chairman and CEO Miles D White Bought $7.6 million of Stocks

  • Abbott Laboratories (ABT) Chairman and CEO Miles D White Bought $4.9 million of Stocks

  • Abbott Laboratories (ABT) Chairman and CEO Miles D White Bought $7.8 million of Stocks

  • Abbott Laboratories (ABT) Chairman and CEO Miles D White Bought $10.5 million of Stocks

  • Sales for Apple Continue to Decrease

    Apple (NASDAQ:AAPL) reported its third-quarter 2016 earnings results Tuesday. Revenue and earnings beat analysts’ average estimate, but sales continued to fall for the technology company in the third quarter.

    For the quarter Apple reported revenue of $42.4 billion, beating analysts’ average estimate by $310 million. Revenue for the quarter was down 14.5% from the comparable quarter. Earnings per share for the quarter were $1.42, beating analysts’ average estimate by 4 cents. Earnings per share for the quarter were down 23% from the comparable quarter.


  • Paulson’s Checklist Casts Doubt on Verizon-Yahoo Deal

    Early this week, Verizon Communications Inc. (NYSE:VZ) made a definitive agreement to acquire Yahoo! Inc. (NASDAQ:YHOO) for about $4.83 billion. While the merger has high potential synergies, it is subject to a high variety of risks. Using Paulson’s Merger Arbitrage Checklist, the Verizon-Yahoo merger is likely to face challenges during the process.

    A brief history on Paulson and his checklist


  • Dr. Michael Burry of 'The Big Short' Portfolio Review Shows Several Large Gains

    Dr. Michael Burry surprised investors this year when he reported his first investment portfolio to the SEC since folding his previous fund in 2008 after he correctly predicted and made a large sum of money off the housing crisis, as portrayed in the movie The Big Short. He further surprised investors when that portfolio listed several of the banks that almost fell apart during the crisis, and even further when he sold all of the banks in the first quarter. Perhaps unsurprising is that his almost every stock in his portfolio as of the first quarter is performing exceptionally.

    As of March 31, Burry’s firm Scion Asset Management, junked positions in Citigroup (NYSE:C), Bank of New York Mellon (NYSE:BK), PNC Financial Services Group (NYSE:PNC) and Bank of American (NYSE:BAC) – the bank stocks he disclosed owning at the end of the fourth quarter. Burry founded the Cupertino, California-based firm in 2013, announcing ownership of 13 stocks at the end of 2015. He shrunk that to eight by the end of the first quarter.


  • Stocks Down Slightly After Fed Keeps Rate Unchanged

    U.S. market indexes were mostly lower on Wednesday.

    For the day the Dow Jones Industrial Average closed at 18,472.17 for a loss of 1.58 points or 0.01%. The Standard & Poor's 500 was also down, closing at 2,166.58 for a loss of 2.60 points or 0.12%. Technology stocks gained for the day. The Nasdaq Composite was higher at 5,139.81 for a gain of 29.76 points or 0.58%. The VIX Volatility Index was lower at 12.79 for a loss of 0.26 points or 1.99%.


  • A Quart of Milk, a Loaf of Bread and 22% ROE at Casey's General Stores

    Warren Buffett (Trades, Portfolio) would probably like this company. He and we could easily understand it.

    Casey's General Stores - GuruFocus


  • Gilead Sciences Is Still a Buy

    Gilead Sciences (NASDAQ:GILD) continues to offer one of the best long-term investment opportunities despite reporting weak numbers this week.

  • Irish Brewer Could Be a Buyout Candidate

    C&C PLC (CCGGY) is an Irish brewer of beer and cider. The company has been hurt by increased competition and lack of interest in cider in the U.S. However, the stock has gotten pretty cheap and could portend a potential buyout as the industry continues to consolidate. Some of the company’s better known brands include Woodchuck Cider, Magmers, Hornsby’s and Tennent.

    The company has 326.77 million shares and trades at a market cap of 1.2 billion euros ($1.322 billion). Sales were down in the most recent year by 3.1% to 662.6 million euros. It takes $1.10 to buy one euro. Adjusted earnings per share were 0.242 euro cents, and the stock trades at a price-to-earnings ratio of 15.2. The dividend was 0.1365, and the dividend yield 3.7%. The dividend was increased 18.7%.


  • What Is Driving the Markets?

    For investors, the week is still young, but the market’s amazing climb to the top is beginning to slow.

    After last week’s record-setting highs, this week certainly feels a little bit lackluster. What has caused the slowdown, and will the market be able to ascend even higher before the end of the week? Several key events are taking place this week, and they’ll ultimately impact the performance of the market from now until Friday.


  • How Walmart Can Fight Online Encroachment

    The growth of ecommerce has taken away a lot of shine from brick-and-mortar retailers, and that scenario is not about to change any time in the next decade. The more this segment grows where people simply click a button and expect delivery at their doorstep – the lower the growth possibilities for physical retail chains – unless they are ready to jump on the ecommerce bandwagon.

    In an earlier article called "Walmart is Getting Smarter," I wrote about Walmart's (NYSE:WMT) gains in China and how it was learning its lessons well overseas. In this article, I'll address a major shift in its strategy that can help it deal with the competition from ecommerce players such as Amazon (NASDAQ:AMZN).


  • Key Metrics: Price to Sales

    Today I want to take an in-depth look at what James O'Shaughnessy, author of "What Works on Wall Street," found to be the best historical value metric – the price to sales ratio. I'll discuss how to calculate it, what it tells us and how you can incorporate the metric in your investing approach.

    What is price to sales?


  • Paul Jacobson Buys Delta

    Paul Jacobson (Insider Trades), Executive Vice President and CFO of Delta Air Lines Inc. (DAL), bought 25,000 shares of the company on July 25. The average price per share was $38.91, for a total transaction amount of $972,750. Delta Air Lines is a global airline company headquartered in Atlanta, Georgia. The company has a market cap of $28.87 billion.

    The number and volume of insider buys decreased from five transactions of 29,000 shares in 2013, to three transactions totaling 5,000 shares in 2014. There were four insider buys totaling 18,415 shares in the following year. Jacobson’s aforementioned transaction is his sole insider buy with DAL since 2013 to date. Jacobson sold 107,000 shares of the company in 13 transactions during the same time frame. His earliest insider sell in November 2013 increased in value by about 40% since then. Another DAL insider, Executive Chairman of the Board, Richard Anderson (Insider Trades), sold 758,000 shares of the company on July 15. The average price per share price was $40.07. Month end price and the number of insider sells were directly related from 2013 to 2015. 1469642537828.png 1469642545417.png For more information about insider trades with DAL, click here.


  • 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%.


  • Jerome Dodson's Best Investments

    Jerome L. Dodson is the founder and president of Parnassus Investments. He manages a portfolio composed of 37stocks with total value of $684 million. During the second quarter of 2016, the guru increased several stakes. The following are the ones with the highest performance since that buy.

    Praxair Inc. (PX)


  • Alphabet Inc (GOOG) CEO Lawrence Page Sold $23.9 million of Stocks

  • Barrick Is Positioned to Meet Expectations

    Barrick Gold Corporation (ABX) will release its second-quarter results after the market closes July 27.

    In the first quarter Barrick reported EPS of 11 cents, exceeding the consensus estimate of 1 cent.


  • Gilead’s Valuation Makes It a Screaming Buy

    Gilead’s (NASDAQ:GILD) misfortunes continue to hammer the stock. Since the stock’s spectacular run from under $20 in 2011 to near $120 in 2015, it has been on a slide and is now trading at seven times earnings, the lowest trading multiple among the top 10 pharmaceutical companies in terms of market capitalization.

    The stock is a strong buy despite the market thinking otherwise, and I covered my reasons in detail in my earlier article "An Unfair Valuation Makes a Great Investment."


  • Mario Gabelli Comments on Viacom Inc.

    Viacom Inc. (NASDAQ:VIA) (6.7%) (VIA – $46.42 – NASDAQ) is a pure-play content company that owns a global stable of cable networks, including MTV, Nickelodeon, Comedy Central, VH1, BET, and the Paramount movie studio. Viacom’s cable networks generate revenue from advertising sales, fixed monthly subscriber fees, and ancillary revenue from toy licensing, etc. We believe a low valuation and M&A potential outweigh the secular risks of cord-cutting.

    From Mario Gabelli (Trades, Portfolio)'s Value 25 Fund second quarter commentary.   

  • Mario Gabelli Comments on Sony Corp

    Sony Corp. (NYSE:SNE) (3.3%) (SNE – $29.35 – NYSE) is a diversified electronics and entertainment company based in Tokyo, Japan. The company manufactures televisions, PlayStation game consoles, mobile phone handsets, and cameras. It also operates the Columbia film studio and Sony Music entertainment group. We expect the new PlayStation launch and operational improvements in consumer electronics and entertainment to generate EBITDA growth through 2017. We also think the spinoff of the entertainment assets could be a catalyst.

    From Mario Gabelli (Trades, Portfolio)'s Value 25 Fund second quarter commentary.   

  • Mario Gabelli Comments on Ryman Hospitality Properties Inc.

    Ryman Hospitality Properties Inc. (NYSE:RHP) (1.6%) (RHP – $50.65 – NYSE) is a Nashville, Tennessee based REIT that owns convention hotels in Nashville, Tennessee; Orlando, Florida; Dallas, Texas; and Washington, D.C. Other assets include the iconic Opryland, the famous Ryman Auditorium, the General Jackson Showboat, and Nashville based radio station WSM-AM. With property manager Marriot’s operational issues resolved, the team is focused on taking advantage of strong convention bookings trends, seeking to drive margin expansion by increasing occupancy and room rates. Finally, as the leading country music entertainment brand, the potential monetization and spin-off of the Entertainment assets, including the Grand Ole Opry, also remains a significant catalyst for RHP shares.

    From Mario Gabelli (Trades, Portfolio)'s Value 25 Fund second quarter commentary.   

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