Frank Sands

Last Update: 02-16-2016

Number of Stocks: 53
Number of New Stocks: 3

Total Value: $38,817 Mil
Q/Q Turnover: 9%

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

Frank Sands Watch

  • Guru Stocks With Steady Returns, Profitability

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


    Baidu Inc. (BIDU)

      


  • Netflix, Starbucks Outperform S&P 500

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the fourth quarter.


    Netflix Inc. (NFLX) has a market cap of $44.67 billion, and during the last 12 months has outperformed the S&P 500 Index by 72.6%. Currently, six gurus are holding the company that has declined 5% year-to-date but returned 212% during the last five years. It is now trading with a P/E ratio of 374.39 and according to the DCF calculator, it looks overpriced by 2,101%.

      


  • Top Insiders' Buys and Sales of the Week

    The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "March 2016."


    According to the above filters, the following are recent buys and sells from company insiders in the past week.

      


  • High Quality Stocks: Chipotle Mexican Grill, Dollar Tree Stores

    According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders in the companies.


    Chipotle Mexican Grill Inc. (CMG)

      


  • Sands Capital Boosts Stake in Edwards Lifesciences

    Frank Sands' Sands Capital Management boosted its stake in Edwards Lifesciences (NYSE:EW) in the fourth quarter by adding 9,598,997 shares.


    Edwards Lifesciences got started when Miles “Lowell” Edwards had the idea at the age of 60 to mechanize the human heart. Edwards had an engineering background in hydraulics and fuel pump operations. He presented the concept to Dr. Albert Starr, a young surgeon at the University of Oregon Medical School, who thought the idea was too complex. Instead, Starr encouraged Edwards to focus first on developing an artificial heart valve, for which there was an immediate need.

      


  • Frank Sands Acquires Stake in Netflix

    Much of the significant fourth-quarter investment activity from Frank Sands (Trades, Portfolio), CEO and CIO of Sands Capital Management, an investment management firm that invests in quality growth businesses across the globe, was in familiar names in North America.


    Sands’ most noteworthy fourth-quarter transaction was his acquisition of a 7,451,892-share stake in Netflix Inc. (NASDAQ:NFLX), a Los Gatos, California-based provider of streaming video and by-mail DVDs. Sands paid an average price of $114.59 per share in a deal that had a 2.2% impact on his portfolio.

      


  • Facebook, McDonald's Among Guru Stocks Outperforming S&P 500

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter.


    Facebook Inc. (FB) with a market cap of $327.41 billion, during the last 12 months has outperformed the S&P 500 Index by 55.7% and currently, 14 gurus are holding the stock that has returned 14% year-to-date and 205% during the last five years. It is now trading with a P/E ratio of 116.45 but according to the DCF calculator, it looks overpriced by 1,000%.

      


  • Share Your Year-End Performance, Best Picks for 2016

    It’s a new year and we’re interested in hearing how GuruFocus members fared in 2015, a rather tough year for the market. What were your best holdings, which stocks were your largest detractors and what is your best idea for 2016? Share your picks in the comments area below.

    The gurus posted performances all across the spectrum. Carl Icahn (Trades, Portfolio), who was recently voted Guru of the Year by a landslide, had a busy 2015 with a multitude of activist moves involving companies like AIG (NYSE:AIG), Pep Boys (NYSE:PBY) and Cheniere Energy (LNG). Despite being down 2.8% through the third quarter, Icahn’s fund is still outperforming the S&P 500, which declined 8% over the same time frame.  


  • Frank Sands Increases Stake in Illumina, Alibaba, Baidu

    Frank Sands is the CEO and CIO of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He manages a portfolio composed of 53 stocks and the following are the stakes the guru increased during the third quarter.


    He increased his stake in Illumina Inc. (ILMN) by 63.44% with an impact of 0.83% on the portfolio. The current stake is 2.13% of his total assets and 2.96% of the company’s outstanding shares.

      


  • Stocks That Lost Their Positions in Jim Chanos' Portfolio

    Jim Chanos is president and founder of Kynikos Associates LP., an employee-owned investment manager, and invests in public equity and fixed income markets across the globe. The hedge fund has 54 stocks with a total value of $248 milion.


    Cerner Corp. (CERN)

      


  • Frank Sands Invests in Stake in Amazon.com

    Sands Capital Management, the investment management company that was founded in 1992 by Frank Sands (Trades, Portfolio)’ father, emphasizes patience in its investment decisions, targeting exceptional growth businesses that the company expects to hold for a long time.


    It is reasonable to think that Sands shares that approach, but it may be hard to imagine how much more Sands’ largest third-quarter acquisition can grow. That investment was a 1,745,554-share stake in Amazon.com Inc. (NASDAQ:AMZN), a Seattle-based ecommerce company, for an average price of $505.62 per share. The purchase had a 2.49% impact on Sands’ portfolio.

      


  • Alibaba Bets on Middle Class and Opens Offices Worldwide

    Alibaba Group Holding Ltd. (BABA) is a holding company and conducts its businesses through its subsidiaries. Alibaba is engaged in online and mobile commerce through products, services and technology that enable businesses to operate efficiently and extend their reach to sell to consumers and businesses in the People's Republic of China and internationally.


    Recently Alibaba’s founder urged small and medium-sized Western companies to enter the country's markets since China’s middle class is expanding. 

      


  • Frank Sands' Undervalued Holdings With Growing EPS

    Frank Sands is the CEO and CIO of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He manages a portfolio of 51 stocks with a total value of $40.6 billion. The following are five undervalued stocks in his portfolio with the highest growing EPS over the last five years.


    IPG Photonics Corp.'s (IPGP) EPS grew by 78.70% over the last five years. According to the DCF calculator, the stock is undervalued at its current price of $81 and is trading with a margin of safety of 34%.

      


  • Five High-Yield Stocks With a Wide Margin of Safety

    If you are looking for stocks that pay high yields, the current market correction gave us some at a discounted price. GuruFocus' All-In-One Screener provides a selection of five that are worth putting on a watchlist.


    Great Northern Iron Ore (GNI) owns interests in fees, both mineral and nonmineral lands, on the Mesabi Iron Range in northeastern Minnesota. The company's properties span two counties (St. Louis and Itasca) in northeastern Minnesota, extend from Hoyt Lakes on the east end of the Mesabi Iron Range to Grand Rapids on the west end of the Mesabi Iron Range.

      


  • Six High-Yield Companies With a Wide Margin of Safety

    Last month the bull market that began seven years ago began a correction; since then, the Standard & Poor's 500 dropped by about 12% as did the prices of some of the stocks that pay the highest yields to their shareholders.


    Thanks to GuruFocus' All-In-One Screener, the following is a selection of six of them that are worth putting on a watchlist.

      


  • Frank Sands Shows Bold Side in Second-Quarter Trades

    Frank Sands (Trades, Portfolio) is CIO/CEO for Sands Capital Management, the firm his father founded more than 20 years ago and has grown from $900 million in assets under management to more than $15 billion. The portfolio of its Select Growth strategy, which emphasizes quick growth and bold vision, produced double-digit returns in 2012 (24.1%) and 2013 (42.2%).


    In the second quarter, Sands was bold in his investment decisions, both buying and selling shares in several companies that traded for hundreds of dollars apiece.

      


  • Perigon Wealth Management's Largest Buys in Second Quarter

    The hedge fund Perigon Wealth Management in its last quarterly 13F reported a total value of its portfolio of $379 million, with an increase of 4.19% since the previous quarter. During Q2 2015, the firm bought eight new stocks and increased 100 of its existing stakes. The following are the most heavily weighted buys during the quarter.


    It bought shares of Allergan PLC (AGN) with an impact of 1.63% on its portfolio. The company is engaged in development, manufacturing, marketing, sale and distribution of generic, branded generic, brand name, biosimilar and over-the-counter pharmaceutical products. It also develops and out-license generic pharmaceutical products in Europe through its Medis third-party business. It operates in three segments: Pharma, Specialty Brands and Anda Distribution.

      


  • Allergan, Google Among Popular Guru Stocks

    According to GuruFocus' All-in-One screener, the following stocks were three of the most popular among the gurus during the past three months.


    Related Article: Stocks Gurus Are Buying - Part I

      


  • Ariel Capital Advisors bought Sanofi and Priceline in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Ariel Capital Advisors reported a total value of its portfolio of $174,199,000 with an increase of 3.44% since the previous quarter.


    During the Q2 2015, the hedge fund bought 282 new stocks and increased 51 stakes. The following are the most heavily weighted buys of U.S. companies the hedge fund has done during that quarter.

      


  • Frank Sands Adds to His Position in Medidata Solutions, Inc.

    Frank Sands (Trades, Portfolio), Jr. of Sands Capital Management recently reported an increase in his holdings of Medidata Solutions, Inc. (NASDAQ:MDSO). Sands is the Chief Executive Officer and Chief Investment Officer of Sands Capital Management. Frank Sands (Trades, Portfolio), Jr. is the son of company founder Frank Sands (Trades, Portfolio), Sr. who started Sands Capital Management in 1992. The firm’s investments focus on quality businesses with an emphasis on growth.


    Sands has been steadily adding to his holdings of Medidata Solutions, Inc. since the second quarter of 2014 when he first bought the portfolio holding at $41.52. In 2015 Sands has added to his holdings of Medidata twice. In the first quarter of 2015 Sands added 273,700 shares, increasing the portfolio stake by 5.34%. Most recently, Sands added 176,800 shares, increasing his holding in the stock by 3.27% and bringing the total portfolio position to 0.72%.

      


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