Frank Sands

Last Update: 2014-11-13

Number of Stocks: 51
Number of New Stocks: 5

Total Value: $40,245 Mil
Q/Q Turnover: 4%

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

Frank Sands Watch

  • Frank Sands' First Quarter Top Five

    Frank Sands (Trades, Portfolio) of Sands Capital Management reported his first quarter holdings today. These holdings highlighted five new buys, bringing his total to 44 stocks valued at $38.4 billion. The Sands Capital Management team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years.


    The following five stocks are Sands’ top five holdings as of the close of the first quarter:

      


  • Frank Sands' Gas Long-Term Pick

    When reviewing stocks from the gas industry, the principal risk is always the same: price volatility. Praxair (PX) is one company that has been able to avoid the risk and improve overall performance since its entrance to the stock market. Only the 2007 economic crisis was able to shake the solid foundations on top of which the company’s business model rests. Nonetheless, market performance has ever since been on the uptrend. There are several reasons for the positive results. Most importantly, the profits conquered were shared with stock holders through annual dividend increments. One of the beneficiaries has been Frank Sands (Trades, Portfolio), who increased the size of his holding since early 2011 was the largest shareholder before selling out, making a strong statement for long-term investment in the company.


    Commenting on Success

      


  • Assessing the New Boss at National Oilwell Varco

    Nothing raises more fear or hopes in a business than change in management. The questions are always the same, will the new CEO shift the company’s direction? Does the change mean the business was not doing well before? Can overall performance improve? How will the market and shareholders react to the news? What about prospect investors? The truth is that there is no certain answer to the many inquiries a change in management raises. However, an assessment can be made based on the firm’s previous performance and new management’s discourse. That is exactly what it will be looked upon throughout this analysis that concerns National Oilwell Varco (NOV). So far, gurus have shown great confidence on the company and completed important purchases throughout the last quarter of 2013.


    Announced and Smooth Transition

      


  • Two Market Leaders, Two Very Different Investments

    The casual dining industry is tainted by intense competition and fickle consumer preferences, so promotional offers and menu innovation are a must. Let’s take a look at two dominant players, Darden Restaurants Inc. (DRI) and Chipotle Mexican Grill (CMG), to see which strategy is most effective.

    A Bargain Price for a Key Industry Player  


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