Last Update: 12-31-1969

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  • David Dreman Reinvests in Two Former Holdings in First Quarter

    David Dreman (Trades, Portfolio), founder, chairman and CIO of Dreman Value Management, has a reputation for being a contrarian investor who takes a low P/E approach to his stock choices. He believes markets are not perfectly efficient and that investor actions are influenced by behavioral psychology.

    Dreman’s preference is stocks in financial services, and many of his first-quarter buys fall in that category, but some do not. “When temptations to change course are at their worst,” the Dreman Value Management website proclaims, “we're at our best.” It looks good on paper, but how does it hold up in practice? Dreman made 23 new buys in the first quarter, which may prove instructive as time goes by.


  • JCP Investment Letter To Casella Waste System

    JCP Investment Management has upped its stake in Casella Waste Systems (CWST) slightly to 5.6%. The fund has sent a letter to Casella informing the company that the fund has been contacted by multiple potential strategic acquirers wanting to acquire Casella. The letter goes on to discuss its views about management of Casella and the company delaying the annual shareholder meeting.

    Letter to Casella Waste Systems


  • Rice Energy's Cash-Flow Generating Wells Make It a Good Investment

    Rice Energy (RICE) recently reported its results for the fourth quarter. The results were decent, but, if we look at the overall all performance in 2014, the company fell shy of expectations. This weakness is not new for Rice as the whole industry is being impacted negatively by the difficult situations in the oil and gas pricing.

    Still if we closely look, Rice succeeded in narrowing its loss; however, its profit still fell short of meeting analysts’ estimates. But the management is counting on number of initiatives and a decent track record on the stock exchange which it thinks will be an added advantage for it to gain good market share even during the soft market conditions. Let us have a look whether Rice Energy succeeds in justifying its commitments.


  • Time for a Turnaround at Athabasca Oil

    It's been more than six months that the oil industry is under a downtrend which is also not showing any signs of fading away soon. The commodity prices are challenging, and it is tough for the companies to maintain a flexible balance sheet in such a crisp situation. It is exciting to know that Athabasca Oil (ATHOF), despite soft market conditions, managed to perform well and ended 2014 in a strong financial position.

    However, the stock isn’t doing so well on the stock exchange as the investors are a little bearish about the stock due to prevailing weak oil pricing. It might lead to tough times for Athabasca to gain market share in the future. But the company is confident of its operations, and many bright spots which it is seeing under its camp. The management thinks that these might help it to be profitable in the future. Let us find out.


  • Deep Value and The Acquirer's Multiple

    Video Discussion of deep value and the acquirer's multiple at Harvard University. The lecture was part of Harvard's Michael Parzen's business statistic class on Deep Value. It's over 40 minutes and very informative.


  • Wasatch International Growth Fund Comments on Pigeon Corp

    Pigeon Corp. (TSE:7956) manufactures baby bottles and has over 80% of the market share in Japan. The company is aggressively taking its strong brand to overseas markets. The overseas business now contributes 74% of earnings, up from 49% four years ago. Sales to international markets have grown at an annualized 22% over the past four years. Pigeon is now leveraging its brand to expand its product line into diapers for the Chinese market.

    From Wasatch International Growth (Trades, Portfolio) Fund’s Q1 2015 Commentary.  

  • This Waste Recycling Company Is On Track to Get Better

    Waste Management (WM) has been a consistent performer on the stock exchange and is definitely one of the high-flying stocks that an investor always looks for. The company kept its commitments by delivering another solid fourth quarter also ending fiscal 2014 on a strong note. Its results were impressive which attracted many investors leading to a hike in the share price soon after it posted its results.

    The management is now more confident of a better fiscal year ahead on the back of solid track record as well as various strategic initiatives that it has undertaken or it will undertake in the coming fiscal year. With future looking bright, Waste Management wants to continue this momentum rolling. Let us see how?


  • Will Sherwin Williams Be Able to Sustain Its Strong Run in the Future?

    Sherwin Williams' (SHW) results are being driven by solid traction for its best-selling paint brands namely Dutch Boy, Minwax and Krylon. Management of the company is now confident of a better performance in the future on the back of a positive-looking market. In addition, the acquisitions made in the past are also expected to play a major role in its success in the future. Let us have a closer look at the overall market and where does Sherwin Williams find itself in it?

    What next for Sherwin?


  • Invest in This Aftermarket Retailer for Long-Term Gains

    AutoZone (AZO) is on a roller coaster ride. The company entered fiscal 2015 on a strong note and has maintained its momentum by delivering solid results in the recently reported second quarter as well. The company posted good improvement in the earnings as well as a 9.8% increase in the net income clearly states its smooth journey. AutoZone also managed to impress investors with its upbeat performance.

    The shares of the company touched its 52-week high, reflecting its strong operational and financial performance. The management is now confident of a better performance in the future and now has shifted its focus to some of the key initiatives to improve its profitability. Let us have a look.


  • Wasatch International Growth Fund Comments on Calbee Inc

    Calbee, Inc. (TSE:2229) dominates the snack-food market in Japan with market share of over 50%. The company has an enviable brand, though for many years Calbee was only able to generate single-digit margins, far lower than its global peers. The current CEO, Akira Matsumoto, previously worked at Johnson & Johnson‡ and has brought a focused discipline to margins and returns on capital. Mr. Matsumoto has also led an aggressive push into international markets, growing Calbee’s international business by an annualized 57% over the past four years. His leadership is one of the key reasons the company’s return on equity (ROE)‡‡ has nearly doubled over the same time frame.

    From Wasatch International Growth (Trades, Portfolio) Fund’s Q1 2015 Commentary.  

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