James Barrow

Last Update: 08-07-2015

Number of Stocks: 324
Number of New Stocks: 18

Total Value: $73,425 Mil
Q/Q Turnover: 3%

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

James Barrow Watch

  • Smith Hayes Advisers Buys Visa, JP Morgan

    At the end of the second quarter of 2015, the hedge fund Smith Hayes Advisers reported a total value of its portfolio of $505.6 million, which increased by 0.51% over the previous quarter.

    During Q2 2015, the hedge fund bought 136 new stocks and increased 89 of its stakes. The following are the most heavily weighted buys during the quarter.


  • G&K Services: A Continuous Dividend Hike with Little Bottom Line

    G&K Services Inc. (NASDAQ:GK) hiked its quarterly dividend to $0.37 from $0.31 a share. The stock yields 2.1% if the share price stays at current levels, and it is close to the highest dividend yield of 2.25%.

    The dividend is payable on Sept. 25 to stockholders of record at the close of business on Sept. 10. Further, the company also announced it will expand its share repurchase program by an additional $100 million and so it could repurchase up to $130 million worth of stock.


  • Guru Stocks at 52-Week Lows: XOM, WMT, PG, BABA, PTR

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

    Exxon Mobil Corporation reached the 52-week low of $76.83


  • James Barrow Makes 18 New Buys in Second Quarter

    James Barrow (Trades, Portfolio) is the executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss. It’s been quite hot in Dallas lately but not as hot as Barrow. His firm is the lead portfolio manager for Vanguard Selected Value Fund, which had a return of 6.36% last year when many others were struggling to avoid negative territory. Vanguard Select Value Fund enjoyed returns of 42.04% in 2013 and 15.25% in 2012.

    Barrow made 18 new buys in the second quarter, the most significant being his purchase of 868,110 shares of Encore Wire Corp (NASDAQ:WIRE), a Texas-based residential and commercial wire provider, for an average price of $43.35 per share. The purchase had a 0.05% impact on his portfolio.


  • ValueAct Started to Buy American Express

    Jeff Ubben is a founder, chief executive officer and the chief investment officer of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Ubben was a managing partner at Blum Capital Partners for more than five years. Previously, Ubben was a former chairman and director of Martha Stewart Living Omnimedia, Inc., a former director of Acxiom Corp., Catalina Marketing Corp., Gartner Group, Inc., Insurance Auto Auctions, Inc., Mentor Corporation, Omnicare, Inc., Misys, plc, Per-Se Technologies, Inc., Sara Lee Corp. and several other public and private companies.

    The hedge fund today has bought a big stake in American Express Co. (AXP) with an investment of about $1 billion that amounts to less than 5% of AXP’s outstanding shares. After the news, shares of the company has risen by about 7%, to $80 and now the price is -15.82% from its 52-week high and +7.51% from its 52-week low and is trading with a P/E ratio of 18.64. Value Act said AXP is not yet a core active target for them, even so they see a strong growth potential for the business of the company that together with its subsidiaries is a service company that provides customers with access to products, insights and experiences that enrich lives and build business success.


  • Brian Shore, Chairman of the Board and CEO of Park Electrochemical Corp. (PKE), bought 10,000 shares of the company at an average price of $17.70 on 08/05/2015

    Brian Shore (Insider Trades), chairman of the board and CEO of Park Electrochemical Corp. (PKE), bought 10,000 shares of the company on Aug. 5. The average price per share was $17.70, for a total transaction of $177,000. Park Electrochemical Corp. specializes in polymer chemistry formulation and coating technology. The company develops and manufactures radio frequency and microwave printed circuit materials for telecommunications and internet infrastructure. PKE’s market cap is 367.53 million, and P/S ratio is 2.45.

    Shore sold 477,200 shares of PKE in 14 transactions, and bought 10,000 shares of the company in one transaction since December 2012. Park Electrochemical President and COO, Christopher Mastrogiacomo (Insider Trades), bought 1,000 shares of PKE at an average price of $21.82 per share on May 14. This is Mastrogiacomo’s only transaction with the company. There were 41 insider trades with the company since July 2004; PKE insiders made five transactions totaling 13,160 shares, and 36 transactions totaling 588,656 shares since then. The earliest insider buy of the company decreased about 20% since purchase in June 2006. The number and volume of insider buys increased from 2013 to 2015, corresponding to a decrease in month-end price during that period of time. 1438966556954.png 1438966566624.png The volume and number of insider buys increased from 910 to 11,250 shares, and one to two trades. The month-end price in 2013 ranged from approximately $25 to $27 per share, while the month-end price for the first two-thirds of 2015 ranged from about $21 to $17 per share. For more information about insider transactions with Park Electrochemical Corp., click here.


  • Steven Romick's Undervalued Stocks Trading With Low P/E Ratio

    Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund has delivered more than 11% a year in average over the past 10 years. His fund has about $10 billion under management and the following are the stocks he owns that are trading with a very low P/E ratio and that are undervalued according to the DCF calculator.


  • 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)


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