Last Update: 12-31-1969

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  • Third Avenue's David Barse Discusses REITS and Interest Rates, Global Real Estate

    David Barse, CEO of Martin Whitman (Trades, Portfolio)'s Third Avenue Management (Trades, Portfolio), discusses with Bloomberg how an interest rate increase may affect real estate investment trusts. Barse also comments on portfolio holding Weyerhauser (NYSE:WY), a forest products company. Third Avenue had 12.1% of its equity portfolio invested in real estate at the end of the third quarter, with the largest trading in Hong Kong and Canada: CK Hutchison Holdings Ltd. (HKSE:00001), Brookefield Asset Management Inc. (TSX:BAM.A), Cheung Kong Property Holdings Ltd. (HKSE:01113) and Wheelock and Co. Ltd. (HKSE:00020).

  • Mairs & Power Comments on Vascular Solutions

    Vascular Solutions (NASDAQ:VASC) just continues to deliver strong results. The company is constantly developing strong new products for its sales force to push into the medical instrument market, and its core products have consistently shown strong growth.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Gentherm

    As the major provider of heated, cooled and vented seats and other solutions for automobile manufacturers, Gentherm (NASDAQ:THRM) continues to benefit from increased penetration of the traditional automobile market while a recent win in the hybrid/electric market creates a significant new opportunity for the company.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Cray

    Cray (NASDAQ:CRAY) continues to gain significant share in the high performance computing space against the market leader, IBM, as that company continues to reposition itself away from the space. At the same time, Cray is starting to gain traction with commercial sales, in addition to its core government and academic customer base. Cardiovascular Systems has suffered setbacks in significantly growing and cross-training its existing salesforce, which hurt near term performance. Nevertheless, we believe its solution to peripheral arterial disease which can save a patient’s extremities from potential amputation makes a lot of sense and has a lot of room to grow. Likewise recent FDA approval of the company’s solution to dealing with calcified arteries near the heart before angioplasty or stenting also appears to serve an unmet need. Revenue growth has been lumpy as the company attempts to build out these two new markets, but over the long term we expect they will be successful

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Vasco

    We continue to believe that Vasco (NASDAQ:VDSI) will gain its fair share of the data security market with its proprietary solution that dramatically reduces the likelihood that hackers will successfully compromise on-line or mobile login credentials.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • How Does Market Volatility Usually Affect Investing in Small-Caps? - Royce Funds Commentary

    The post-Financial Crisis period has been an environment largely characterized by above-average returns with few meaningful corrections. Portfolio Manager Jay Kaplan talks about the importance of stock market volatility and the ways in which he attempts to manage risk by paying close attention to valuation and the expectations of Wall Street.

    Watch the video here.


  • Shares of Thor Industries Jumped After Quarter Results

    Thor Industries Inc. (NYSE:THO) designs, manufactures and sells a range of recreational vehicles and related parts and accessories primarily in the United States and Canada. Shares of the company have jumped more than 3.5% on Monday´s trading after reporting better-than-expected earnings for its first quarter of fiscal 2016.

    Q1 Results


  • Wintergreen Fund buys Reynolds American, trims Franklin Resources, Coca-Cola

    Manager of Wintergreen Fund (Trades, Portfolio), David J. Winters, was formerly chief executive officer and chief investment officer of Franklin Mutual Advisers. Winters resigned from that $35 billion fund behemoth in order to found his own mutual fund and the following are his most heavily weighted sales during the third quarter.

    His largest increase was about Reynolds American Inc. (RAI) in which he has increased his stake by 89.74% and the deal has had an impact of 12.01% on the portfolio.


  • ICICI Bank Worth Accumulating for the Long Term

    ICICI Bank (NYSE:IBN) is India’s largest private sector bank. The Indian central bank recently pointed out that there are clear signs of economic recovery in India. The Indian economy is also likely to gain traction in the coming quarters as the government attempts to lure foreign investments by opening up several sectors to foreign direct investment.

    Amidst economic positives, there are reasons specific to ICICI Bank that make me bullish on the stock and worth holding for the next three to five years. While I am talking about a long-term horizon, I expect the stock to trend even higher in the near term.


  • David Einhorn and Reasons Why Widely Followed Stocks Get Mispriced

    Over the weekend I was reading David Einhorn (Trades, Portfolio)’s book "Fooling Some of the People All of the Time." I’ve had it on my bookshelf for some time, and it has always taken a back seat to other books until I decided to pick it up recently.

    It’s an entertaining read, basically recounting his short thesis on Allied Capital (ALD) in great detail. It is a good book because it provides a glimpse into the significant amount of research and due diligence that a great investor like Einhorn performs in his investment approach.


  • With U.S. Equities Remaining Bullish, How Do You Invest in Gold?

    The U.S. Federal Reserve is widely expected to increase interest rates in the near future as the country’s economic prospects continue to show promise. This has been the story for the last 12 months after ending the quantitative easing program in Q3 last year.

    The U.S. economy has been on a recovery trend since 2011 in the aftermath of the 2008 and 2009 global financial crises. This is illustrated by the nature in which U.S. equities have rallied over the last four years. While there have been dips and rebounds along the way, the overall trend has remained bullish to date as investors continue to be optimistic with regard to the country’s current economic condition.


  • Why Apple Is the Best Retail Stock According to This 15-Point Checklist

    Apple’s (NASDAQ:AAPL) entrance into the brick and mortar retail space began on May 15, 2001 when the company announced that it would open 25 stores in 2001.

    Then just four days after that announcement, it simultaneously opened its first two stores, on the same day, in Tysons Corner in McLean, Va., and the Glendale Galleria in Glendale, Calif.


  • Mario Gabelli on the Current Market Environment

    U.S. financial market indexes ended higher in November. The Standard & Poor's 500 added 0.05% led by the financial sector, which gained 1.99%. Meanwhile, the Dow Jones Industrial Average was up 0.32% led by Home Depot (NYSE:HD), up 8.28%.

    Retail stocks specifically have struggled recently as retailers lower their outlooks for the holiday season, and consumers are spending cautiously as the economy overall continues to improve at a slow pace.


  • Ensco, Atwood Oceanics, Allegheny Technologies Among Van Den Berg's Holdings With High Yields

    Arnold Van Den Berg (Trades, Portfolio) founded Century Management in 1974 and since then the fund has provided separate account money management services for individuals, families, trusts, partnerships, pensions, foundations and businesses. Following are stocks that have high dividends in his portfolio.

    Ensco PLC (ESV)


  • These Dividend Stocks Look Incredibly Cheap

    When the market appears to be extremely unpredictable, investors tend to push the safety button by going for the big stable companies that offer lucrative dividends. However, most of these stocks are expensive to acquire in terms of valuation and also price per share, which makes it somewhat illogical to buy with a focus on dividends.

    Nonetheless, the market is not short of opportunities, and this is why some investors are pretty good at selecting high-yielding stocks that are available at cheap prices. Here we look at a quartet of companies that offer lucrative dividends at cheap prices, as well as, huge potential for growth in the coming years/quarters.


  • Bill Nygren Reduces His Stake in Omnicom Group More Than 40%

    Bill Nygren (Trades, Portfolio) is portfolio manager of the Oak Mark Fund, which is a diversified fund that seeks long-term capital appreciation by generally investing in larger capitalization U.S. companies. Following are the stakes that Nygren reduced in the third quarter. Inc. (AMZN)


  • Since fifa coins the growing 80’s

  • Since fifa coins the growing 80’s

  • Since fifa coins the growing 80’s

  • Objectives Any Investor Must Check

    I was thinking back a little bit; all investors put money into the stock markets to make money. But what should an investor's objectives be? Some people may want to have a CAGR rate of 30%. Some people are happy with the fixed deposit rates of lesser than 1%.

    I have come up with some pointers that may guide those of you who are interested in investing.


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