James Barrow

Last Update: 02-04-2015

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

  • 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?

      


  • 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

      


  • Reasons Why Greenblatt and Simons Are Betting on Southwest Airlines

    In this article, let's take a look at Southwest Airlines Co. (LUV), a $23.38 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 include Ryanair Holdings (RYAAY), Delta Air Lines (DAL), United Continental Holdings (UAL), US Airways Group (LCC), JetBlue Airways (JBLU), and SkyWest (SKYW).


    Industry characteristics

      


  • Guru Stocks at 52-Week Lows: BHP, GSK, EC, VALE, ABB

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


    BHP Billiton Ltd (BHP) Reached the 52-Week Low of $63.33

      


  • Guru Stocks at 52-Week Lows: BHP, GSK, VOD, LYG, TEF

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



    BHP Billiton Ltd (BHP) Reached the 52-Week Low of $64.42

      


  • High Net Margin Led High ROE for Norfolk Southern

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Norfolk Southern Corp. (NSC)


    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value

      


  • Guru Stocks at 52-Week Lows: GSK, VOD, LYG, EC, VALE

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


    GlaxoSmithKline PLC (GSK) reached the 52-week low of $46.78

      


  • BNY Mellon: Despite Some Weaknesses Is Still Attractive

    In this article, let's take a look at The Bank of New York Mellon Corporation (BK), a $44.66 billion market cap company, which is a leader in securities processing and also provides a range of banking, asset management and other financial services.


    Dominant player

      


  • Carnival Looks Like a Sell

    In this article, let´s consider Carnival Corporation (CCL), a $30.13 billion market cap that has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 26.5x vs Industry Median 28.5x).


    So in this article, let's take a look at a model which is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it useful and appropriate for many applications, is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.

      


  • An Amazing Chemical Company (and more)

    In this article, let's take a look at E. I. du Pont de Nemours and Company (DD), a $60.34 billion market cap company, which is a broadly diversified company and is the second-largest U.S. chemicals manufacturer.


    Great portfolio

      


  • Absolute Valuation Model Indicates that Altria Is a Good Buy

    In this article, let´s consider Altria Group Inc. (MO), an $84.83 billion market cap, which has a trailing P/E ratio that indicates that the stock is relatively overvalued (PE 19.7x vs Industry Median 19.5x).


    So in this article, let's take a look at a model which is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it useful and appropriate for many applications, it is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.

      


  • Guru Stocks at 52-Week Lows: PFE, GSK, VOD, EC, MFG

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


    Pfizer Inc (PFE) Reached the 52-Week Low of $28.64

      


  • Understanding Verizon's ROE

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Verizon Communications Inc. (VZ).


    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value

      


  • I Feel Bullish 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.


    A well-known brand

      


  • The Nation's Largest Wireless Carrier

    In this article, let's take a look at Verizon Communications Inc. (VZ), a $202.45 billion market cap company, which is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies with a presence in more than 150 countries around the world.


    Good business

      


  • Duke Energy Continues Its Maximization of Shareholder´s Wealth

    In this article, let's take a look at North Carolina-based Duke Energy Corporation (DUK), a $50.58 billion market cap company, which provides electric and gas utility services in the southeastern U.S. and Ohio.


    Catalysts

      


  • Weekly CEO Buys Highlight: OPK, LJPC, SFNC, HAFC, TUBE

    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 & Chairman, 10% Owner Phillip Frost Bought 40,000 Shares

      


  • Guru Held Stocks Near Historical Low P/B

    Buying stocks at historically low price-to-book (P/B) ratios has been an effective strategy. The model portfolio, “Top 25 Historical Low P/B Ratio Companies”, has outperformed the S&P 500 by 25.44 percent since its inception in 2010. The following stocks are the most widely held stocks by the investing gurus we follow that are trading near their historical low P/B ratios:


    Kellogg Co (K) is trading at a low P/B ratio of 6.80, near its 10-year low of 5.92. The company is well-known for its cereal and offers other convenience foods. Some of the other brands it markets are Keebler, Cheez-It, Murray, Austin and Famous Amos. The stock is held by 17 gurus we follow with Hotchkis & Wiley holding the largest position of 2.43 million shares, representing 0.68 percent of the shares outstanding.

      


  • Many Reasons to be Bullish on Ford

    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 immerse in a highly cyclical industry.


    Better Cars

      


  • Oracle Continues to Be One the Most Profitable Business-Software Company

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Oracle Corporation (ORCL), the leading provider of enterprise technology solutions, offering software, services and hardware.


    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value

      


  • Top Insider Sells Highlight: Cardinal Health Inc.

    CFO of Cardinal Health Inc (CAH) Jeffrey William Henderson sold 23,632 shares on July 14 at an average price of $70.65. The total transaction amount is $1,669,601.


    Cardinal Health is an Ohio corporation formed in 1979. Cardinal Health Inc has a market cap of $24.16 billion; its shares were traded at around $71.01 with a P/E ratio of 72.40 and P/S ratio of 0.30. The dividend yield of Cardinal Health Inc stocks is 1.80%. Cardinal Health Inc had an annual average earnings growth of 2.80% over the past 5 years.

      


  • Highest Yielding Stocks Widely Held By The Gurus

    I used the GuruFocus All-In-One Screener to find stocks with the highest dividend yields owned by the gurus. I wanted a consensus opinion that the stock was worth owning, so I narrowed my search to only display stocks that were held by at least five gurus. Below are the results:


    Vodafone Group Plc (VOD) 7.5%

      


  • Top Guru Owned Large-Cap Stocks

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see large cap companies which are held by the most gurus. The following five large-capped companies are held by the largest number of gurus during the past quarter.


    Citigroup (C)

      


  • The Top Five Dividend Stocks that Gurus are Holding

    Using the GuruFocus All-In-One Guru Screener you can filter and find all sorts of stocks based on criteria you’ve created. I decided to take a look at which dividend-focused stocks were held by the highest number of gurus. In my personalized filter I chose to focus on companies with a dividend yield of at least 4% and that have been consistently increasing their dividends. You can view the results of my filter by clicking here. The following five stocks are held by the highest number of gurus and are actually all traded in the U.S. Market.


    Verizon Communications (VZ)

      


  • Major British Companies Lead Top Guru-Held UK and Ireland Stocks

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus.


    BP PLC (BP)

      


  • Top Guru Held Asian Companies of the First Quarter

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Asian countries were held by the highest number of gurus. The following five companies come from a variety of industries, are Asian-based and are held by the largest number of gurus.


    Teva Pharmaceutical Industries (TEVA)

      


  • Top Five Guru-Held Financial Services Companies

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which financial services companies are held by the most gurus. As of the first quarter, the following five financially-based companies are held by the largest number of gurus.


    Wells Fargo (WFC)

      


  • A Successful Spin-Off Frees Long-Term Growth

    A recovering world economy placed an additional pressure on energy supply. While the Chinese economy appears to take a breath, North America steps on the accelerator, as Europe continues to look for the ignition. All that activity implies an additional stress on oil and gas supplies. North America has seen a gas boom on which it continues to ride. Also, unconventional reserves are still an important part. On the other hand, fracking remains a relatively new production technique.


    But Europe has not been able to secure its own resources, depending on Russia for gas and Africa and the Middle East for oil. Hence, the greater activities experienced by the industry respond to a greater global demand. ConocoPhillips (COP) is one of the worldwide companies looking to absorb this market synergy. With operations in over 30 countries, the company continues to look for ways to increase reserves and production levels. But, can it reward long-term shareholders at the same time?

      


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