The Real Time Picks section of GuruFocus is a great way to ideas from the investing gurus. We currently follow 147 guru portfolios. If a guru makes a purchase or sale of a company in which he or she owns a greater than 5 percent stake, SEC regulations require the trade to be reported within 10 days. Some of the gurus report their trades within 2 days. The type of filing can disclose whether the trade is a passive (Schedule 13G) or activist (Schedule 13D) holding. The link to the filing is available through the Real Time Picks section. The latest picks are from Chuck Royce, Arnold Van Den Berg, Paul Singer, Lee Ainslie, and Mario Gabelli.
Chuck Royce of Royce & Associates LLC initiated a new holding of 100,000 shares of World Energy Solutions Inc (XWES) at the average price of $4.29 on 08/31/2014, as reported in the latest 13G filings by Chuck Royce (Trades, Portfolio). His new position of 100,000 shares represents 0.79 percent of the shares outstanding. World Energy Solutions offers a range of energy management solutions to commercial and industrial businesses, institutions, utilities and governments to reduce their overall energy costs. Revenue per share has been growing at an annual pace of 14.26 percent over the past five years and earnings are crossing into positive territory after being negative for 2013. The stock is very speculative with a market cap of only $54.7 million and a history of negative earnings. Chuck Royce (Trades, Portfolio) previously sold out of his position in the second quarter but now has decided to get back in. Currently he is the only guru holding the stock. Continue Reading »