Brian Rogers

Brian Rogers

Last Update: 04-16-2015

Number of Stocks: 116
Number of New Stocks: 3

Total Value: $27,177 Mil
Q/Q Turnover: 2%

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

Brian Rogers Watch

  • A Look at McDonald´s Performance

    In this article, let's take a look at McDonald's Corp. (MCD), a $93.19 billion market cap company, which ist he largest fast-food restaurant company in the world, with about 35,000 restaurants in 119 countries.

    Revenues, Earnings, Margins and Profitability


  • Recent Insider Buys

    The All-In-One Guru Screener can be used to find the most insider buys over the past week by clicking on the Insiders tab and changing the settings for All Insider Buying to "500,000+ shares at $2,000,000" and Duration to "over the past 15 days."

    Diamond Offshore Drilling Inc (DO), Intra-Cellular Therapies, Inc. (ITCI), Champions Oncology Inc (CSBR) and American Homes 4 Rent (AMH) were the 4 companies with the heaviest buys over the past week that met the criteria.


  • Vulcan Material Announced a Huge 66.7% Increased in its Quarterly Dividend

    In this article, let's take a look at Vulcan Materials Company (VMC), a $11.18 billion market cap company, which produces and sells construction aggregates, asphalt mix, and ready-mixed concrete primarily in the U.S.

    Stock Price Appreciation


  • Bill Nygren Focuses On Apache Corp.

    Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. Nygren has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota.

    Web Page:


  • Brian Rogers' Annual Letter for T. Rowe Price Equity Income Fund 2014

    The views and opinions in this report were current as of December 31, 2014. They are not guarantees of performance or investment results and should not be taken as investment advice. Investment decisions reflect a variety of factors, and the managers reserve the right to change their views about individual stocks, sectors, and the markets at any time. As a result, the views expressed should not be relied upon as a forecast of the fund’s future investment intent. The report is certified under the Sarbanes-Oxley Act, which requires mutual funds and other public companies to affirm that, to the best of their knowledge, the information in their financial reports is fairly and accurately stated in all material respects.

    REPORTS ON THE WEB Sign up for our E-mail Program, and you can begin to receive updated fund reports and prospectuses online rather than through the mail. Log in to your account at for more information.


  • 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


  • Guru Stocks at 52-Week Lows: BABA, NVO, PCLN, ING, EMR

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

    Alibaba Group Holding Ltd (BABA) reached the 52-week low of $85.68


  • Weekly CEO Buys Highlight: HES, GDOT, BH, CUBI, OPK

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

    Hess Corp (HES): CEO, 10% owner John B Hess bought 57,506 Shares


  • A Look at Which Oil Company is the Safest Buy Based on Dividend Data

    Oil has been a hot topic in the news ever since prices began to decline, which has lead investors to paying closer attention to energy stocks. As outlined in a previous article on the energy sector, the recent spike in insider buys in this sector did not go unnoticed. Although looking at trends in insider trades is one way to determine which stocks are potentially good buys, another way is by looking at the dividend data, a feature we offer to premium members. The tab can be found on each stock's page.

    Here's a look at the top three oil companies in the industry – BP PLC (BP), Exxon Mobil Corporation (XOM) and Chevron Corp (CVX) – and which stock is a safer buy based on dividend data.


  • Brian Rogers' T Rowe Price Equity Income Fund Q4 Commentary 2014

    The U.S. equity market continued its upward trend during the fourth quarter as investors were encouraged by U.S. dollar strength, more certainty in Federal Reserve policy, and the potential for higher consumer spending due to falling gasoline prices and low interest rates. There was cause for concern as the conflict between Russia and Ukraine persisted, and weak economic data from Europe and Japan dampened global growth prospects. The Fed's bond-buying program ended in October, and many investors believe that actual monetary tightening won't occur until the second half of 2015. Interest rates have remained low, making the equity market attractive relative to other asset classes.

    The Equity Income Fund returned 3.02% in the quarter compared with 4.93% for the S&P 500 Index and 3.89% for the Lipper Equity Income Funds Index. For the 12 months ended December 31, 2014, the fund returned 7.49% versus 13.69% for the S&P 500 Index and 10.69% for the Lipper Equity Income Funds Index. The fund's average annual total returns were 7.49%, 13.33%, and 6.83% for the 1-, 5-, and 10-year periods, respectively, as of December 31, 2014. The fund's expense ratio was 0.67% as of its fiscal year ended December 31, 2013.


  • A Look at Sector Weight in Brian Rogers' Portfolio

    Guru Brian Rogers (Trades, Portfolio) currently has 116 stocks in his portfolio, valued at $27,809 Mil. Most of the stocks he purchases come from the Financial Services sector, which consists of 19.4% of his portfolio. It is no surprise that out of the five most heavily weighted stocks, three of them are in the banking industry. The other two stocks are in the industrial products industry and oil and gas, each responsible for roughly 13% of his portfolio.

    Both General Electric Co (GE) and JPMorgan Chase & Co (JPM) cover 2.9% of his portfolio. Next is Wells Fargo & Co (WFC) at 2.4% and last are U.S. Bancorp (USB) and Chevron Corp (CVX) at 2%.


  • Brian Rogers Purchases 5 New Stocks In Q4

    During the fourth quarter, Brian Rogers (Trades, Portfolio) of the T. Rowe Price Equity Income Fund added five new positions to the portfolio and sold out of three holdings.

    The Equity Income Fund follows a value-oriented approach that focuses on established companies with strong records of dividend payments. The majority of the portfolio is held in financial stocks at 19.4%, followed by consumer cyclical, and industrials.


  • The Top 5 European Stocks Held During Q3

    GuruFocus publishes the implied future returns for the 18 largest stock markets in the world, which can be found on the Global Market Valuation page under the Market tab.

    These market valuations are measured by the ratio of total market cap to GDP. As of Nov. 5, of the 14 markets listed in the valuations of developed countries, the projected annual return for the U.S. market is 0.6%, beating only Japan at 0.5%.


  • A Buy Recommendation From Absolute Valuation Model to Bristol-Myers Squibb

    In this article, let's take a look at Bristol-Myers Squibb Company (BMY), a $97.54 billion market cap company that is a leading global drugmaker, with strengths in cardiovascular, anti-infective and anticancer therapeutics.

    Returning value


  • Investors Should Enlarge their Portfolios

    In this article, let's take a look at the Procter & Gamble Co (PG), a $239.41 billion market cap company that is a leading consumer products company which markets household and personal care products in more than 180 countries.

    Brand portfolio


  • Several Indicators for a Good Buy

    In this article, let's take a look at Deere & Company (DE), a $30.83 billion market cap company that is the world's biggest producer of farm equipment, as well as a large maker of construction machinery and lawn and garden equipment with a brand name that has been in the industry for 175 years.

    Revenues, margins and profitability


  • Blackhill Bets Almost Half of Portfolio on Williams-Sonoma

    Over the past few days, hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings filed by 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 Blackhill Capital Inc., a financial investment advisory firm headquartered in Morristown, New Jersey.

    Recently, the fund reported its equity portfolio ended September. The total value of the portfolio amounted to $733.6 million, down from $730.9 million disclosed at the end of the previous quarter. Consequently, the fund's equity market change value was negative 2.6 million in the last quarter. The filing revealed that at the end of September, the fund added one new position to its equity portfolio and sold out one position. The top ten portfolio holdings as of the end of the quarter represented 70.70%. The largest changes from previous 13-F´s fillings are in the energy and consumer discretionary sectors.


  • Acquisition Strategy Will Benefit ConAgra Foods

    In this article, let's take a look at ConAgra Foods, Inc. (CAG), a $14.41 billion market cap company that is one of the larger U.S. food companies, with a number of widely known brands.

    Acquisition and divestiture strategy


  • Betting on a Fairly Valued Stock

    In this article, let's take a look at The Walt Disney Company (DIS), a $153.68 billion market cap company that is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products.

    Revenues, margins and profitability


  • Time Warner Is Trading at Almost Half of Its Intrinsic Value

    In this article, let´s consider a giant that went public a decade ago, Time Warner Inc. (TWX). The $66.41 billion market cap, has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 16.6x vs Industry Median 30.1x).

    So in this article, let's take a look at a model that is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it useful and appropriate for many applications, it is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.


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