James Barrow

Last Update: 05-11-2015

Number of Stocks: 336
Number of New Stocks: 182

Total Value: $73,655 Mil
Q/Q Turnover: 5%

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

James Barrow Watch

  • David Abrams Adds to Two Stakes and Buys One in First Quarter

    David Abrams (Trades, Portfolio) is the founder of Abrams Capital Management, which oversees nearly $8 billion in assets. Most of Abrams’ holdings are in banking, but his buys and adds in the first quarter were largely in communications.

    Most of Abrams’ holdings in his 12-stock portfolio were untouched in the first quarter, but his addition of 700,000 shares to his stake in Directv (DTV), a California-based direct broadcast satellite service provider, had a dramatic influence on his portfolio.  


  • Analyzing James Barrow’s Holdings

    James Barrow (Trades, Portfolio) is executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. The firm invests in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. According to James Barrow's latest 13F filing, he was holding 3,534,041 shares of Eaton Corporation (ETN) as of March 31, 2015. The following chart shows his holding history in the company.


      


  • James Barrow Buys Qualcomm, Deere & Co During Q1

    During the first quarter, James Barrow (Trades, Portfolio) of Dallas-based investing firm Barrow, Hanley, Mewhinney & Strauss, added 182 new stocks to his portfolio.


    Barrow boasts 53 years of experience in investing and is the lead portfolio manager of the Vanguard Windsor II and Selected Value Funds. In 1973, he joined the Republic National Bank of Dallas, where he would work with Tim Hanley and John Stauss, two other named partners of the firm.

      


  • American Express: A Bargain at Current Prices?

    It’s one of the financial giants, an iconic brand known worldwide. So why did American Express Credit Corporation (AXP) recently find itself on the Guru Bargains list, and is it a bargain today?


    2015 has not been kind to Amex. As a CNN Money article put it, “AmEx (AXP) is the worst performing stock in the Dow this year, and things don't appear to be getting better anytime soon. The credit card giant reported its first quarter results Thursday afternoon. Investors are treating the stock like a cardholder with an overdue balance. Declined!”

      


  • Growing & Undervalued : Helmerich & Payne Inc.

    From my watch list, let’s have a view of Helmerich & Payne Inc (HP), that looks undervalued based on the Peter Lynch Price Value and with an EBITDA that is growing year by year.


    Helmerich & Payne Inc (HP)

      


  • Target Bouncing Back From Security Breach

    Nearly a year after its infamous security breach, Minneapolis-based Target (TGT) was showing signs of bouncing back. But now, more than a year later, there seems to be no doubt of it. Happy days are here again.


    Sales and earnings are up. Revenue is up. The stock price is higher than it has ever been.

      


  • Analyzing James Barrow's Top Holdings: Pfizer Inc.

    James Barrow (Trades, Portfolio) is executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. The firm invest in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields.


    Pfizer (PFE) is one of James Barrow (Trades, Portfolio)'s top ten holdings. As of the last quarter, his firm held 62.76 million shares of the company. Pfizer Inc. is a research-based, global biopharmaceutical company. The company is involved in the discovery, development and manufacture of healthcare products. Its global portfolio includes medicines and vaccines, as well as many of the world’s best-known consumer healthcare products. Pfizer's EPS forecast for the current year is $2.09 and next year is $2.23. According to the consensus estimates, its top line is expected to decline 6.10% in the current year and grow 1% next year. It is trading at a forward P/E of 15.44. Out of 20 analysts covering the company, 14 are positive and have buy recommendations, four have hold ratings, two have sell recommedations.

      


  • Mattel Is losing Ground Due to New Trends and Higher Competition

    In this article, let's take a look at Mattel Inc.(MAT), a $7.65 billion market cap toy company whose successful brands and products include Barbie dolls, Fisher-Price toys, American Girl dolls and books and Hot Wheels.


    Current patterns

      


  • This Bank Will Return $2.35 Billion to its Investors

    In this article, let's take a look at State Street Corporation (STT), a $31.43 billion market cap company, which provides a range of financial products and services to institutional investors worldwide.


    Plans to Hike

      


  • 5-year lows: Resource Capital Corp, San Juan Basin Royalty, Walter Investment Management Corp, and Park Electrochemical Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Resource Capital Corp, San Juan Basin Royalty, Walter Investment Management Corp, and Park Electrochemical Corp.


    Resource Capital Corp (RSO) Reached $4.63

      


  • FMC Corp. Hikes Shareholders Dividends

    In this article, let's take a look at FMC Corp. (FMC), a $8.43 billion market cap company, which is a diversified chemical company that provides solutions, applications, and products for the agricultural, consumer, and industrial markets in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific.


    Dividends Follow Earnings

      


  • 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?

      


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