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

  • Why I Am Buying New York Community Bancorp Inc.

    Continuing with my goal to build a portfolio of high-yield companies, last week I bought New York Community Bancorp Inc. (NYCB).


      


  • Northstar Group Inc. Holdings bought JPMorgan and Microsoft in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Northstar Group Inc. Holdings reported a total value of its portfolio of $130,988,000 with an increase of 0.97% since the previous quarter.


    During Q2 2015, the hedge fund bought five new stocks and increased 68 stakes, and the following are the most heavily weighted U.S. companies it bought.

      


  • Risk And Reward With Seadrill Ltd

    Seadrill Ltd (NYSE:SDRL) is an offshore, some would consider maverick, drilling contractor focused on unlocking oil and gas in the safest most efficient way. The company has the industry’s youngest and most advanced rig fleet to go along with 9,450 highly skilled employees.


    Offshore drilling (despite the dangers) is still very attractive for companies like Exxon (NYSE:XOM) and Shell (NYSE:RDS.A)(NYSE:RDS.B) who have zero access to most of the world’s reserves because of state-owned companies. Plus, with oil prices at cyclical lows right now, buying into this company could make a lot of sense.

      


  • Cue Financial Group sold out American Express in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Cue Financial Group Inc. reported a total value of its portfolio of $106,266,000 with an increase of 6.92% since the previous quarter.


    During the Q2 2015, the hedge-fund bought eight new stocks and increased 97 stakes as summarized in my previous article. It also sold out 10 stakes and reduced another 27. The following are the most heavily weighted sales of U.S. companies the hedge fund did during that quarter.

      


  • John Calamos Sr. of Calamos Asset Management Inc. Buys Nearly 40,000 Shares Of Company Stock

    John Calamos Sr. (Insider Trades), chairman, CEO, global Co-CIO and 10% owner of Calamos Asset Management Inc. (CLMS), bought 39,538 shares of the company on July 9, 2015. The average price per share was $11.97, and the transaction total was $475,038. Calamos Asset Management Inc. is a diversified investment management firm with a market cap of 251.91 million and a P/S ratio of 1.01.


    Insider buys outnumber insider sells of the company; there have only been two insider sells of 10,000 shares total, compared to 248 insider buys of Calamos since January 2012. The volume of insider buys is inversely correlated to month end price for the company, and the two sells correspond to an increase in month end price. 1436912829568.png 1436850785487.png John Calamos bought 3.75 million shares of the company since February 2007, and holds 5.53% of shares outstanding. Calamos Senior Vice President and CFO Nimish Bhatt (Insider Trades) bought 570 shares of Calamos Asset Management at an average price of $12.21 per share on May 29, 2015. The company also bought back 17,990 shares at the average price of $11.99 per share on June 12, 2015. For more information about insider transactions with Calamos Asset Management Inc., click here.

      


  • Paul Singer's undervalued stocks trading with low P/E ratio

    Paul Singer (Trades, Portfolio) founded Elliot Management in 1977 and now it manages more than $8,000 million in assets with about 60 stocks. Singer is well-known for taking an activist investor stance in underperforming companies, and for buying sovereign debt at a discount, including countries such as Peru, Democratic Republic of the Congo, and Argentina.


    These are the companies in his portfolio that are trading with a very low P/E ratio and even look undervalued according to the GuruFocus’ DCF calculator.

      


  • Big Growth Potential For Golar LNG

    Real Time Stock Picks at Guru Focus is interesting as it allows investors to track most recent Guru Picks and Golar LNG (NASDAQ:GLNG) has seen plenty of action from Gurus in 2015. In particular, James Barrow (Trades, Portfolio) increased his holding to 2,074,979 shares at an average price of $32.04 per share. With Golar LNG currently trading at $41.7, the benefit of tracking Gurus is evident.


    This article will discuss the fundamental factor that will drive long-term growth for Golar LNG as I am also bullish on the long-term prospects for the company. Golar LNG has trended higher by 14% in YTD15, and I believe that the stock has more upside potential over the next 2-3 years.

      


  • Southwest Airlines Looks Attractive Despite Recent Investigation

    In this article, let's take a look at Southwest Airlines Co. (NYSE:LUV), a $21.73 billion market cap company, which is a major passenger airline that provides scheduled air transportation in the U.S. Some of the largest publically traded companies in the industry include Delta Air Lines (NYSE:DAL), United Continental Holdings (NYSE:UAL), US Airways Group (NYSE:LCC), JetBlue Airways (NASDAQ:JBLU), and SkyWest (NASDAQ:SKYW).


    Drivers and Expectations

      


  • Five Stocks With Low P/E Gurus Are Buying (Part II)

    With these articles, thanks to the All-In-One screener of GuruFocusI give a selection of stocks that are trading with a very low P/E(ttm) ratio and that are catching the attention of multiple Gurus.


    Discover Financial Services (DFS)

      


  • Consumer Defensive Stocks Trading Near 52-Week Lows

    The consumer defensive sector is generally a stable segment of the market, due to the fact that demands for these products hardly fluctuate, even during hard times.


    Though these stocks are unlikely to present rapid growth opportunities, the advantage to having them in a portfolio is slow and steady growth. Because they are often seen as “boring” stocks, low prices present good buying opportunities in the sector.

      


  • A Look at James Barrow's Investment in Pfizer

    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.The firm invest in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. For the 10-year period ending 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. 


    Pfizer (PFE) is one of James Barrow's top ten holdings. Last quarter, his firm held 55,080,222 shares of the company. The following chart below shows his holding history in the company.

      


  • Weekly CEO Buys Highlight: TPC, GBDC, NUVA, TEGP, JOY

    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:


    Tutor Perini Corp (NYSE:TPC): Chairman & CEO, 10% Owner Ronald N Tutor Bought 131,809 Shares

      


  • Alan Fournier's undervalued stocks trading at low P/E

    Alan Fournier (Trades, Portfolio) is the manager of Pennant Master Fund, Pennant Windward Master Fund, Broadway Gate Master Fund, Ltd., and Pennant General Partner, LLC.He began his investment career at Sanford C. Bernstein in 1988 and in before he was the partner responsible for global equity investments at Appaloosa Management L.P. He manages a portfolio composed of 40 stocks with a total value of $5,338 Mil with 16% Q/Q Turnover.


    Marathon Petroleum Corp (MPC)

      


  • James Barrow increases his position in Johnson and Johnson

    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.


    Last quarter, James Barrow (Trades, Portfolio) increased his position in Johnson and Johnson (NYSE:JNJ) buying 184,976 shares. As of March 31, 2015, he was holding 15,676,362 shares of the company. The following chart shows his holding history in the company.

      


  • 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 (NASDAQ: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 (NYSE: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 (NYSE: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 (NYSE: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 (NYSE: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 (NYSE: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.

      


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