James Barrow

Last Update: 2015-02-04

Number of Stocks: 162
Number of New Stocks: 4

Total Value: $74,699 Mil
Q/Q Turnover: 3%

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

James Barrow Watch

  • Abner Herrman's Top Three Holdings

    In recent days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed 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 Abner Herrman & Brock LLC, which provides portfolio management for high net worth individuals, endowments, and corporate retirement plans.


    Recently the fund reported its equity portfolio, as of the end of December. The total value of the portfolio amounted to $197.2 million, down from $339.4 million disclosed at the end of the previous quarter. The filing revealed that, at the end of December, the fund added four new positions to its equity portfolio and sold out of 36 other companies. The top 10 portfolio holdings as of the end of the quarter represented 37.28%. The largest changes from previous 13-F´s fillings are in the energy, health care and financial sector.

      


  • David Dreman bets on Barnes Group Inc.

    David Dreman (Trades, Portfolio) is the founder and chairman of Dreman Value Management, LLC and also serves as the firm's chief investment officer. A regular columnist for Forbes for 25 years, Mr. Dreman's recent best-selling book, "Contrarian Investment Strategies: The Next Generation?" was published in the spring of 1998. Three years back, in 2012, he published his last book, “Contrarian Investment Strategies: The Psychological Edge."


    The contrarian and the value guru, Dreman's investment philosophy is based on low P/E approach to stock selection. The philosophy at Dreman Value Management: "We invest in undervalued companies that exhibit strong fundamentals, above-market dividend yields and historic earnings growth, which our analysis indicates will persist. Our strategy is to own strong, fundamentally sound companies and to avoid speculative stocks or potential bankruptcies." They believe that the markets are not perfectly efficient and that behavioral psychology influences investor actions and reactions.

      


  • Guru Stocks at 52-Week Lows: HSBC, AXP, RL, SNI, CNP

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


    HSBC Holdings PLC (HSBC) reached the 52-week low of $46.13

      


  • A Giant in the Television Industry

    In this article, let's take a look at AT&T, Inc. (T), a $179.68 billion market cap company, which provides telephone and broadband service.


    Investment Opportunities

      


  • Fourth Quarter Was Barrow's Slowest Since 2012

    Guru James Barrow (Trades, Portfolio), executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss and lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, wasn’t as busy in the fourth quarter as he was in the third quarter.


    He traded in 31 stocks in the fourth quarter, Barrow’s fewest quarterly transactions since the third quarter of 2012.

      


  • Weekly CEO Buys Highlight: OPK, TCBI, SWN, EGBN, AZZ

    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:


    Opko Health Inc (OPK): CEO and Chairman, 10% owner Phillip Md Et Al Frost bought 124,700 shares

      


  • Investing in a Stock Paying Relatively High Dividends

    In this article, let's take a look at Xcel Energy Inc. (XEL), a $19.09 billion market cap company that offers energy-related products and services to 3.4 million electricity customers and 1.9 million natural gas customers in eight western and midwestern states.


    Attractive Dividend Yield

      


  • A Profitable Investment for James Barrow – ITW and the P/E Valuation Method

    Being a company with only a 2-Star Business Predictability rank, such as Illinois Tool Works Inc. (ITW), might make a valuation method based on earnings difficult. Due to accounting allowances or "one time" charges, this manufacturer of industrial products and equipment might be difficult to value using the P/E ratio.


      


  • Black Friday ... Or Red Friday?

    Black Friday was invented by retailers to kick off the holiday season and encourage shoppers to get Christmas shopping done and out of the way the day after Thanksgiving. In 2005, Cyber Monday became popular, giving shoppers the option to stay away from the Black Friday mobs and shop from home on the computer.


    This year, the turnout for Black Friday was not as hectic and the stores at the mall were not bombarded with eager shoppers who had been camping outside since the night before, right after eating turkey and stuffing with the family on Thanksgiving. What happened to this retail holiday? And will there still be a Black Friday in years to come?

      


  • James Barrow Wheels and Deals in Third Quarter

    James Barrow (Trades, Portfolio), executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, was busy in the third quarter, investing in 20 stocks and selling holdings in 23 others.


    Barrow’s Vanguard Windsor II has been on an upward trajectory, showing a 42.04% return in 2013, up from its 15.25% return in 2012 and a 0.82% return in 2011.

      


  • Weekly Guru Bargains Highlights: PBR, DB, EC, BHI

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought them.


    Petroleo Brasileiro SA Petrobras (PBR): Down 23% Since Bestinfond (Trades, Portfolio) Bought In the Quarter Ended on 2014-06-30

      


  • Having a Bullish Sentiment on The Gap

    Apparel brands are increasing their focus on new product lines, e-commerce, investments in company-owned retail, as well as international expansion. In this article, let's take a look at one apparel retailer in a better consumer spending environment in most major markets.


    Margin expansion

      


  • AT&T: A Long-Term Growth Company

    In this article, let's take a look at AT&T Inc. (T), a $173.99 billion market cap company, which is America’s second-biggest supplier of both mobile phone and fixed-line broadband services.


    No Significant Impact

      


  • Ford Continues to be Attractive

    In this article, let's take a look at Ford Motor Co. (F), the second-largest U.S. producer of cars and trucks, which is immersed in a highly cyclical industry. Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands.


    Economies of scale

      


  • Philip Morris Plans to Expand in Emerging Markets

    In this article let's take a look at Philip Morris International Inc. (PM), the global tobacco giant that sells cigarettes in over 200 countries, which manufactures and markets the number one cigarette brand: Marlboro.


    Asian Markets

      


  • Looking at L Brands' Growth Drivers

    In this article, let's take a look at L Brands, Inc. (LB), a $19.49 billion market cap company, which operates as a specialty retailer of women's intimate and other apparel, beauty and personal care products and accessories under various trade names.


    Best Brands

      


  • Weekly Guru Bargains Highlights: ETN, MT, EC, AAL, DB

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


    Eaton Corp PLC (ETN): Down 21% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2014-06-30

      


  • The Most Widely Held Guru Stocks Near 52-Week Lows

    Value investors are always looking for stocks at low prices. Searching for stocks trading near their 52-week lows is one way to do so. Stocks in general trade in wide ranges throughout the year, even if the business has not drastically changed. If you are going to buy good business, why not buy them near the bottom of the price range? To search for these stocks, I used the GuruFocus All-In-One Screener to find stocks that are trading within 5 percent of their 52-week lows and held by the investing gurus. From there, I sorted the list to find the stocks that are held by the most gurus we follow. These expert value investors have done their homework and believe that these stocks will provide gains in the future. Here are the six most widely held stocks trading near their 52-week lows:


    General Motors Co (GM) closed at $32.18 on 10/8/2014, near its 52-week low of $30.79. The stock is down 25.32 percent from its 52-week high of $41.85 on 12/26/2013. GM designs, builds and sells cars, trucks and automobile parts worldwide. It also provides automotive financing services through GM Financial. With the recall problems and lawsuits the company has been facing, EPS has dropped 63.9 percent over the past 12 months. Most analysts believe that these are temporary issues, and the company will bounce back with an EPS of $4.47 for 2015. With the estimates, GM’s forward P/E ratio is just 6.93, making it a bargain. According to Benjamin Graham, a company with no growth should be trading at a P/E ratio of 8.5. Therefore, if GM even experiences no growth after 2015, it is still undervalued by 18.5 percent. The stock is held by 31 gurus we follow with Warren Buffett of Berkshire Hathaway (BRK.A) holding the largest position of 33 million shares, representing 2.06 percent of the shares outstanding.

      


  • International Guru Stocks Near 52-Week Lows

    It is time to take a look at the international 52-week lows to go bargain hunting. There is a page at GuruFocus that is dedicated to finding 52-week lows. The different categories include:




  • Why Don´t You Provide Energy to your Portfolio

    In this article, let's take a look at Xcel Energy Inc. (XEL), a $15.47 billion market cap company, which is a company that offers energy-related products and services to 3.4 million electricity customers and 1.9 million natural gas customers in eight western and midwestern states.


    Business Model

      


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