James Barrow

Last Update: 02-04-2016

Number of Stocks: 322
Number of New Stocks: 36

Total Value: $67,115 Mil
Q/Q Turnover: 3%

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

James Barrow Watch

  • Barrow Slashes Stake in Walmart by 72%

    James Barrow (Trades, Portfolio), executive director of investment firm Barrow, Hanley, Mewhinney & Strauss and the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, reduced 140 stakes in his portfolio in the fourth quarter. Most – but not all – of the reductions were modest.


    Following are his largest reductions of the quarter.

      


  • Still a Guru Favorite

    Are the gurus right about Bank of America (NYSE:BAC)?


    There are only a few companies that are more widely held by GuruFocus' gurus. Two of these are banks as well: Wells Fargo (NYSE:WFC) and Citigroup (NYSE:C). Meanwhile lots of gurus have been selling out of Bank of America over the past quarter while the stock is within 20% of its 52-week high and only 2.3% above its 52-week low. Today, the bank reported solid earnings that beat expectations.

      


  • Gurus Are Buying These High-Yield Stocks

    The following are companies with high and growing dividend yields that gurus are buying according to GuruFocus' All-in-One Screener.


    Anheuser-Busch Inbev SA (BUD) has a trailing dividend yield of 3.39% with a three-year growth rate of 43% and a five-year growth rate of 74.90%. The stock is now trading with a trailing 12-month P/E multiple of 22.10 and an estimated forward P/E multiple of 20.62. During the last 12 months, the stock price didn’t face any change.

      


  • Examining JPMorgan's Valuation

    JPMorgan Chase & Co. (NYSE:JPM) is a $234.5 billion market cap company. JPM is set to announce its Q4 earnings on Jan.14 before the market opens. According to the below chart, since the beginning of the January 2015, JPM has outperformed the financial sector and its peers. The stock has dropped by 2.72% since the beginning of the last year.


      


  • Donald Smith Loses on Peabody Energy and Tecumseh Products

    Donald Smith (Trades, Portfolio) sold many stocks during the third quarter. Some of them brought him some profits, but he lost on other investments. His biggest quarterly losses were 88% and 60% on Peabody Energy Corp. (BTU) and Tecumseh Products Co. (TECU), but it had a huge gain of 262% on Bassett Furniture Industries Inc. (BSET).


    Smith is the CEO of Donald Smith (Trades, Portfolio) & Co. and is a deep-value manager employing a strict bottom-up approach. He invests in stocks of out-of-favor companies selling at discounts to tangible book value.

      


  • Mariko Gordon's Largest Cuts During the 3rd Quarter

    Mariko Gordon (Trades, Portfolio), CFA, reduced 10 of her existing stakes by more than 20% in the third quarter.


    Gordon is the founder of Daruma Capital Management, which she founded in 1995 with zero assets.

      


  • 5 Guru Picks in Volatile Biotech Industry

    Biotech and pharmaceutical stocks made some of the biggest headlines this year, as 2015 saw massive waves of M&A activity, including the Pfizer (NYSE:PFE) and Allergan (NYSE:AGN) merger, the second-largest deal of all time valued at $160 billion. Other companies found themselves in the spotlight for less than desirable reasons, such as Valeant Pharmaceuticals (NYSE:VRX), whose stock has tanked in the past several months.


    Using GuruFocus’ All-in-One Screener, there are several stocks in the industry held by a wide number of gurus that may be worth more research, even in the often volatile pharmaceutical sector.

      


  • High Dividend Yield Ratios Are Hallmarks of Many Dodge & Cox Stakes

    Ten of the existing stakes in Dodge & Cox's portfolio provide high dividend yields for the company. The firm reduced its positions in six in the third quarter.


    Dodge & Cox was founded in 1930 by Van Duyn Dodge and E. Morris Cox and employs a team research approach in making investment decisions. The investment decisions are made by the Investment Policy Committee.

      


  • United Technologies and IBM Have New Positions in James Barrow's Portfolio

    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. Barrow Hanley currently serves as a sub-adviser to more than 45 equity and fixed income mutual funds.


    During the third quarter 26 stocks got new positions in Barrow’s portfolio, and here are his most weighted new buys.

      


  • Jim Chanos' Noteworthy 3rd-Quarter New Buys

    Jim Chanos is president and founder of Kynikos Associates LP, an investment adviser who is focused on short selling. He once observed, "One thing people always say is that 'I don’t want to short because it can go to infinite.' But I have seen much more zero than infinite."


    In total, the portfolio had a value of $15.7 billion and is composed of 54 stocks; eight stocks got new positions in the portfolio in the third quarter.

      


  • James Barrow Acquires Nearly 13 Million Shares of United Technologies

    Guru James Barrow (Trades, Portfolio) is executive director for Dallas’ Barrow, Hanley, Mewhinney & Strauss and lead portfolio manager for Vanguard Windsor II and Selected Value Funds, which registered returns exceeding 42% in 2013. His third-quarter transactions tend to reflect Barrow, Hanley, Mewhinney & Strauss’ definition of value: Below-market price-to-earnings ratios, below-market price-to-book ratios and above-market dividend yields, regardless of market conditions.


    Barrow’s most noteworthy third-quarter transaction was his purchase of a 12,751,758-share stake in United Technologies Corp. (NYSE:UTX), a Hartford, Conn.-based conglomerate, for an average price of $97.82 per share. The deal had a 1.74% impact on Barrow’s portfolio.

      


  • Stakes Chris Davis Sold Out During the 3rd Quarter

    Davis Advisors Fund is an independent, employee-owned investment management firm founded in 1969. Chris Davis (Trades, Portfolio) is the portfolio manager of Davis Financial Fund, which has successfully managed money through many environments – including periods of inflation, recession, rising and falling energy prices, rising and falling interest rates and bull and bear markets. Following are its largest sales during the third quarter.


    Davis sold out shares of Corporate Office Properties Trust Inc. (OFC) for $22.59 per share. The deal had a -0.05% impact on Davis’ portfolio. Corporate Office Properties has had a long-term position in Davis' portfolio since 2010.

      


  • Stocks Bill Frels Keeps On Buying

    Bill Frels (Trades, Portfolio) is the portfolio manager at Mairs & Power, the investment advisory firm where he started in 1992. Mairs & Power Inc. is a small firm whose strength and success has resulted from applying a conservative growth investment approach consistently for more than 70 years.


    Frels manages a portfolio of 174 stocks with a total value of $6,398 million, and the following are the stocks he has been buying for at least the last two quarters

      


  • Joy Global Is Beaten Down But Not Out

    Joy Global (NYSE:JOY) is a leading equipment maker for the extraction of coal and other minerals and ores. Two guru investors own big positions in JOY — James Barrow (Trades, Portfolio) with a 10.44% stake and Brian Rogers (Trades, Portfolio) with 3.33%.


      


  • Gap Inc. Has 50% Upside Potential

    Gap Inc. (NYSE:GPS), the iconic American brand, has experienced a very rough patch in 2015, starting the year at $42 and currently trading down 35%, under $27 per share.


    Guru investors Edward Lampert (Trades, Portfolio) (2,057,403 shares), James Barrow (Trades, Portfolio) (2,206,049 shares), and Joel Greenblatt (Trades, Portfolio) (1,022,286 shares) all own small pieces of the company. Yet, looking at the stock on a short-term basis, the financial data tells a very depressing story. Revenue growth is below the company’s five- and 10-year averages and EPS, cash flow and book value growth are all negative in the last 12 months.

      


  • Pioneer Investments Buys JPMorgan, Sells Out Lorillard

    Pioneer Investments operates in a wide investment range and manages a portfolio composed of 567 stocks with a total value of $26,705 million. The following are its largest trades during the third quarter.


    It increased its stake in JPMorgan Chase & Co. (JPM) by 1053% with an impact of 0.87% on its portfolio.

      


  • A Look at JPMorgan's Valuation

    JPMorgan Chase & Co. (NYSE:JPM) is a $228.99 billion market cap company. JPM is set to announce its Q3 earnings on Oct. 13 after the market close. According to the below chart, since the beginning of the January, JPM has outperformed the financial sector and its peers. The stock has dropped by -1.04% since the beginning of the year.


    Image is subject to copyright of Marketrealistic.com

      


  • Benefiting From a Transition Company After Activist Investor Nelson Peltz's Big Bet

    General Electric Company (NYSE:GE), a $270.79 billion market cap company, sells products ranging from jet engines and gas turbines to consumer appliances, railroad locomotives and medical equipment.


    A $2.5 billion stake

      


  • Sarah Ketterer Sells Out Six Stakes in Second Quarter

    Sarah Ketterer is the chief executive officer of Causeway, an employee-owned investment management firm based in Los Angeles, specializing in managing global, international, emerging market and absolute return equities. The company invests in major equity markets across the globe, spanning the U.S., international and emerging markets, and obtains long and short exposures to securities. Ketterer worked for the Hotchkis and Wiley division of Merrill Lynch Investment Managers ("HW-MLIM") and in Causeway she is responsible for investment research in global financials and healthcare.


    She manages a portfolio composed of 81 stocks with a total value of $3,998 million and during the last quarter, she sold out 6 stakes as follow :

      


  • James Barrow's Undervalued Stocks Trading With Low P/E

    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. He graduated from the University of South Carolina. For the 10-year period ended March 31, 2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. He manages a portfolio comprised of 324 stocks with a total value of $73,425 million. The following are the top five stocks trading with the highest margin of safety and at very cheap P/E ratio.


    L.B. Foster Co. (FSTR)

      


  • Five-Year Lows: Superior Energy Services, Corporate Office Properties Trust, Allegheny Technologies, Joy Global

    According to GuruFocus list of five-year lows, these Guru stocks have reached their five-year lows: Superior Energy Services, Corporate Office Properties Trust, Allegheny Technologies, and Joy Global.


    Superior Energy Services Inc. (NYSE:SPN) Reached $13.64

      


  • Madison Street Partners Buys Citigroup and Morgan Stanley

    Madison Street Partners LLC is a hedge fund based in Colorado founded by Steven Owsley in 2004. Its portfolio reported a total value of its portfolio of $74 million, with a decrease of 24% since the previous quarter. During 2015, Q2, it bought 20 new stocks and increased four of its existing stakes. The following are the most heavily weighted buys during the quarter.



      


  • Guru Stocks at 52-Week Lows: HSBC Holdings, Unilever, Banco Santander, Duke Energy, Itau Unibanco

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


    HSBC Holdings PLC reached the 52-week low of $39.61

      


  • 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)

      


  • 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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