Chuck Royce

Chuck Royce

Last Update: 04-07-2016

Number of Stocks: 1119
Number of New Stocks: 56

Total Value: $16,753 Mil
Q/Q Turnover: 5%

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

Chuck Royce Watch

  • 10 Years of Strong Returns: Priceline, Biogen

    According to GuruFocus' All-in-One Screener, the following stocks have had strong performances over the last 10 years with high and steady returns as well as profitability. EPS has also grown steadily with the companies' revenues. Most of these companies have great cash-to-debt ratios.

    KapStone Paper And Packaging Corp. (KS)


  • Royce Funds Commentary: Does the Shift to Value Signal a Shift to Active Management?

    CEO Chuck Royce (Trades, Portfolio) and Co-CIO Francis Gannon discuss the first quarter, which saw a correction and a powerful rally, and the prospects for active management following the transitions from growth to value and non-earners to earners.

    Watch the video here.  

  • American Railcar and HCI Group May Be Undiscovered Gems

    Attention, lovers of small stocks. Here are five small-capitalization stocks that I think qualify as undiscovered gems.

    America Railcar Industries Inc. (ARII), a railcar manufacturer based in St. Charles, Missouri, leads off the list. Financier Carl Icahn (Trades, Portfolio) owns a significant stake here, which is interesting to me since he often prefers larger companies.  

  • Chuck Royce Adds to Stake in Media Company McClatchy

    Legendary guru Chuck Royce (Trades, Portfolio) is a Brown University graduate and received an MBA from Columbia University. Royce is known as one of the fathers of small cap investing. Royce Funds likes to focus on micro cap, small cap and small/mid-cap securities that have value within their industries and also have strong balance sheets. Royce has nearly 55 years of investment experience and 44 years of experience managing the Royce Funds.

    In the first quarter, Royce added 100,000 shares of The McClatchy Co. (NYSE:MNI)


  • Arnold Van Den Berg's Largest Buys in 1st Quarter

    Arnold Van Den Berg is a value investor who founded Century Management in 1974. He applies value investment strategies as his investment philosophy. He focused his first-quarter buys as follows:

    The guru increased his stake in Allegheny Technologies Inc. (ATI) by 66.47%  with an impact of 2.16% on the portfolio.


  • Guess? Inc. CEO Invests in Apparel Brand

    Victor Herrero (Insider Trades), CEO and Director of Guess? Inc. (GES), purchased 1,031 shares of the company on April 18. The average price per share was $17.39 for a total transaction cost of $17,929. Guess? Inc. designs, markets, distributes, and licenses consumer products such as apparel, denim, handbags, and related accessories worldwide. The company has a market cap of $1.52 billion and a P/S ratio of 0.67.

    There were no insider buys in 2013, one insider buy totaling 15,000 shares in 2014 and two insider buys totaling 1,566 shares of the company in 2015. Herrero purchased 2,597 shares of the company in three transactions since 2013. His earliest transaction with the company of 650 shares at an average per share price of $19.33 decreased in value by about 10% since then. The number and volume of insider transactions with GES increased in 2014, which corresponds to a decrease in month end price starting in 2014 and continuing on to early 2015. 1461173420307.png 1461173426129.png For more information about insider transactions with Guess? Inc., click here.


  • Royce Funds Comments on Ensign Services

    I also like Ensign Services (NASDAQ:ENSG), which operates nursing homes and rehabilitative care services centers, often by buying underperforming facilities and vastly improving them.

    It looked mispriced to me because most of its revenue stream comes primarily from Medicare, so there's ever-present pressure on the business to do things better, faster, and cheaper. I think they've been really good at that, so I see a lot of potential for the business going forward.


  • Royce Funds Comments on Alliance Fiber Optic

    Most recently, I've been looking at Alliance Fiber Optic (NASDAQ:AFOP), which makes high performance fiber optic components such as interconnect systems and couplers and splitters.

    There's been a resurgence in the fiber optical business lately that hasn't yet been fully reflected in the share prices of many companies, so I like the opportunity there.


  • Royce Funds Comments on Matrix Service

    I also tend to think of my largest holding in Energy, Matrix Service (NASDAQ:MTRX), as more of an industrial engineering and construction company than a pure play energy business. Given that view, my weighting looks even smaller to me.

    Matrix is has a sizable exposure to energy, but it also serves a number of other industries, such electrical power. In addition, its exposure to energy is focused on large-scale construction projects, such as above-ground storage tanks, and on engineering, retrofitting, maintenance, cleaning, and other services.


  • Royce Funds Comments on Deckers Outdoor

    Deckers Outdoor (NYSE:DECK), which is best-known as the maker of Uggs, is working on broadening its product line away from winter footwear to more fashionable, all-season wares.

    Its shares tend to move around a lot based on seasonal holiday sales, so its stock was hit hard by the warm winter and slower 2015 holiday sales cycle. Even as its shares have bounced back a bit, the Street still doesn't seem to be expecting a lot in the near term from the company. I like its long-term potential.


  • Royce Funds Comments on Show Carnival

    Sure. The business of Shoe Carnival (NASDAQ:SCVL) remains solid—they've upgraded some of their women's brands in order to try to gain business from the moms who are in their stores buying for back-to-school and holidays. I like the way they're trying to grow the business in the face of some major challenges.


  • Royce Funds Commentary: An Encouraging Market Turn for a Disciplined Contrarian

    Portfolio Manager Jay Kaplan talks about this Royce Fund enjoying one the best relative quarters in its history, why he has confidence in his core holdings, and how the shift toward a more normalized environment has so far rewarded profitability.


  • Growing EPS for Viacom, Western Digital, Fossil

    Companies with growing EPS are often a good investment as they can return a very good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS.

    Earnings per share of Waddell & Reed Financial Inc. (WDR) grew by 14% over the last five years; according to the DCF calculator, the stock, at the price of $22.41, is undervalued and trading with a margin of safety of 70%.


  • Why Fortress Investments Is Extremely Undervalued

    Fortress Investments (NYSE:FIG) shares are tremendously undervalued. The firm trades at a deep discount to a reasonable value even though it is recently showing growth in revenues, EPS and balance sheet value. It is also transitioning from the legacy private equity model into a permanent capital model. Management looks like it is very shareholder friendly with signficant dividend payouts and stock buybacks being executed. The firm has a total of $70 billion of assets under management, although the configuration isn’t ideal. There is a lot of upside earnings potential because of embedded value investments and optionality because of incentive payouts.

    Assets under management are a key component of Fortress' value and it is divided across asset classes as follows:


  • Helmerich & Payne, MasterCard Have Growing Dividend Yields

    Thanks to GuruFocus’ All-in-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed by long-term company profitability and a very strong financial situation.

    Helmerich & Payne Inc. (HP) has a dividend yield that has grown by 81% over the past five years. The yield is now 4.81% with a payout ratio of 127%. The average ROA of the last five years has been 10.84% and the average ROE during the period was 15.8%.


  • The Royce Funds Show Shift, Outperform YTD

    Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannondiscuss The Royce Funds' recent performance turnaround and how we are fully committed to ensuring that Royce remains preeminent in the small-cap space.

    Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannon respond to questions from clients about many Royce Funds' recent performance turnaround.


  • CEO and President of Stage Stores Invests in Company

    Michael Glazer (Insider Trades), CEO and president of Stage Stores Inc. (SSI), bought 24,556 company shares on April 8.

    The average price per share was $6.68, for a total transaction of $164,034. Stage Stores operates under Bealls, Goods Palais Royal, Peeble and Stage nameplates, which offer apparel, accessories, cosmetics and footwear for the family. The company has a market cap of $184.37 million and a P/S ratio of 0.13.


  • Royce Funds Commentary: A Shift to Small-Cap Value

    Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannondiscuss The Royce Funds' recent performance turnaround and how we are fully committed to ensuring that Royce remains preeminent in the small-cap space.


  • Chuck Royce Adds to Stake in Flexsteel Industries

    Legendary guru Chuck Royce (Trades, Portfolio) added 501,912 shares of Flexsteel Industries Inc. (NASDAQ:FLXS) to his portfolio on Jan. 31.

    Flexsteel Industries was incorporated in 1929 in Minnesota. The company is a manufacturer and importer of residential and commercial upholstered and wooden furniture products. Flexsteel Industries offers products for the living area including sofas and sleepers, sectionals, reclining furniture, lift reclining furniture, chairs and sofas, bookcases and shelving as well as media consoles. The company also provides furniture for the bedroom and dining area as well as the home office.


  • Chuck Royce Buys Matrix Service, Sells Shares of Finish Line

    Chuck Royce (Trades, Portfolio), president, co-chief investment officer and portfolio manager of Royce & Associates LLC, added to his existing stake in Matrix Service Co. (NASDAQ:MTRX) and reduced his stake in Finish Line Inc. (NASDAQ:FINL) on March 31.

    The guru raised his stake in Matrix Service, the Tulsa, Oklahoma-based parent company to a group of providers of engineering, fabrication, construction, maintenance and repair services to primarily energy companies, by more than 6%.


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