Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 03-20-2015

Number of Stocks: 342
Number of New Stocks: 31

Total Value: $41,155 Mil
Q/Q Turnover: 10%

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

Jean-Marie Eveillard Watch

  • Smart Money Trickling Into Transocean for Deep Value in Underwater Oil Driller

    The outlook on Transocean (RIG) is very grim as oil sells at four-year lows – near $80 a barrel. Transocean’s stock price is off 82% from its 2007 apex above $170 a share. But shares may already reflect the negative prospects for the oil industry. Exceptional value is born from new lows and bleak prospects  not when everyone sees improvements on the horizon.Transocean oil rig.


    Contrarian mutual fund manager Bruce Berkowitz (Trades, Portfolio) at Fairholme Capital Management bought Transocean in the second quarter, according to GuruFocus. So did two hedge fund giants: First Eagle Investment Management’s Jean-Marie Eveillard (Trades, Portfolio) and Dreman Value Management’s David Dreman (Trades, Portfolio). Carl Icahn owns 21.5 million shares with them accounting for about 3% of his portfolio. Transocean is one of his top 10 investment picks for 2014.

      


  • A Dividend Hike That Justify the Trading Price

    In this article, let´s consider Lexmark International Inc. (LXK), a $2.57 billion market cap that has a trailing P/E ratio that indicates the stock is relatively undervalued (PE 12.7x vs Industry Median 30.5x).


    Dividend hike

      


  • First Eagle Global Fund Q3 2014 Commentary

    Market Overview


    In the third quarter of 2014, the MSCI World Index declined 2.2% while in the U.S. the S&P 500 Index increased 1.1%. In Europe, the German DAX decreased 11.1% and the French CAC 40 Index fell 7.9% during the quarter. The Nikkei 225 Index declined 1.5% over the period. Crude oil fell 13.5% to $91.16 a barrel, and the price of gold fell 9% to $1,208.16 an ounce by quarter end. The U.S. dollar strengthened 8.3% against the yen and 8.4% against the euro.

      


  • First Eagle Overseas Fund Q3 2014 Commentary

    Market Overview


    In the third quarter of 2014, the MSCI EAFE Index declined 5.9%. In Europe, the German DAX decreased 11.1% and the French CAC 40 Index fell 7.9% during the quarter. The Nikkei 225 Index declined 1.5% over the period. Crude oil fell 13.5% to $91.16 a barrel, and the price of gold fell 9% to $1,208.16 an ounce by quarter end. The U.S. dollar strengthened 8.3% against the yen and 8.4% against the euro.

      


  • I Would Recommend This Potash Stock Due to Its Drivers and Valuation

    In this article, let´s consider Potash Corp. of Saskatchewan, Inc. (POT), a $28.01 billion market cap that has a trailing P/E ratio that indicates the stock is relatively undervalued (PE 21.7x vs Industry Median 22.7x). The obvious question I’m sure you want to know is – what is the future stock price movement? Although I cannot predict exactly the moment, we can see some drivers of this potash company, which is the world's largest integrated fertilizer and related industrial and feed products company by capacity.


    Principal drivers

      


  • Mario Gabelli's Recent Portfolio Changes

    Mario Gabelli (Trades, Portfolio) is the chairman and CEO of GAMCO Investors (GBL), a firm he founded in 1977. The firm has $49.4 billion in assets under management as of June 30, with more than 30 analysts on its research team.


    GAMCO originally began as an institutional research firm and has evolved into a diversified financial services company, though institutional research continues to be an important part of the firm. Its mutual funds cover a variety of philosophies and sectors, including value, growth, contrarian, socially responsive, gold equity, and money market.

      


  • McDonald's Taking Steps in Wake of Low Quarterly Earnings Report

    “I’m lovin’ it,” McDonald’s advertisements have proclaimed for years.


    But it is safe to assume that McDonald’s (MCD) and its stockholders didn’t love the company’s third-quarter earnings report on Tuesday.

      


  • Guru Stocks at 52-Week Lows: GOOG, PFE, UN, E, MTU

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


    Google Inc (GOOG) Reached the 52-Week Low of $511.17

      


  • Ensco is on MarketWatch's List; Should You Buy?

    A recent article from MarketWatch titled “10 S&P 1500 dividend stocks with yields up to 9.14%,” analyzed the highest-yielding companies that have declared dividends for at least the past five full calendar years and have not discontinued them in the last four years.


    So, in this article, let´s consider one on the list — Ensco plc (ESV) — and we will 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 end-all-be-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.

      


  • First Eagle Investment's Top 5 Holdings

    Jean-Marie Eveillard (Trades, Portfolio), a native of Poitiers, France, is the former lead portfolio manager for First Eagle Investment. In his 21 years in the position, Eveillard built a reputation as one of the most successful value investors of his generation.

    He received a Lifetime Achievement Award from Morningstar in 2003 for his successful long-term record. Eveillard left the position in 2004, but returned in 2007 until Matt McLennan took over in 2008. Eveillard currently serves as a senior advisor to the First Eagle Investment Management Global Value team.  


  • TE Connectivity Is Going to Double Revenue Growth

    In this article, let's take a look at TE Connectivity Ltd (TEL), a $24.74 billion market cap company, which is a company which designs, manufactures and markets engineered electronic components and network solutions for the automotive, appliances, aerospace and defense, telecommunications, computers and consumer electronics industries.


    Leading positions

      


  • Insider Buys at Halozyme Look to Improve Stock Outlook

    Halozyme Therapeutics Inc. (HALO) CEO Helen Torley and CFO David Ramsey together bought 75,000 shares of the company on Sept. 17, at a cost of $668,500.


    Halozyme is a California-based biopharmaceutical company specializing in researching human enzymes that aid in the absorption of biologics, drugs and fluids. Halozyme’s research is applied to several medical fields, including diabetes, oncology and dermatology.

      


  • Eveillard's First Eagle Increases 2 Positions

    First Eagle Investment Management on Aug. 31 reported adding to positions in two holdings: CUI Global Inc. (CUI) and Pain Therapeutics Inc. (PTIE).


    The First Eagle Funds focus on long-term absolute return while protecting against market downturns. Each of the funds have gained year to date.

      


  • Caxton Associates Bought this Stock

    In this article, let´s consider Anheuser-Busch InBev SA/NV (BUD), a $180.02 billion market cap. which has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 21.9x vs Industry Median 24.8x).


    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: 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

      


  • This E&P Firm Is Attractive Enough

    In this article, let's take a look at Cabot Oil & Gas Corporation (COG), a $14.21 billion market cap company, which is an independent oil and gas company engaged in development, exploration and production in North America


    Huge Assets

      


  • A Leading Analog Chipmaker to Consider in Your Portfolio

    In this article, let's take a look at Analog Devices, Inc. (ADI), a $15.79 billion market cap company, which is a company that manufactures high-performance integrated circuits (ICs) used in analog and digital signal processing applications.


    The company is a great analog chipmaker player, which has a strong position in analog converter and amplifier chips, two key products often needed in wireless network equipment.

      


  • The Price of Being Different

    Back in April, I wrote an article discussing Howard Marks (Trades, Portfolio)’ memo Dare to Be Great II; in the memo, Mr. Marks said the following:


    “I’m convinced that for many institutional investment organizations the operative rule –intentional or unconscious – is this: ‘We would never buy so much of something that if it doesn’t work, we’ll look bad.’ For many agents and their organizations, the realities of life mandate such a rule. But people who follow this rule must understand that by definition it will keep them from buying enough of something that works for it to make much of a difference for the better.”

      


  • Resolving the Main Question on Hedge Fund Manager´s Minds After Gold´s Rally

    After the rally of the first half of 2014, in which gold beat all the other investments such as commodities and equities, Hedge funds are reducing their positions in this "safe-haven" asset.


    Gold is a limited commodity that retains consumer´s purchasing power even under inflationary economies. The advantages are that gold is not at the mercy of government policy, so it cannot be easily issued or mined. Additionally, it is used to hedge, so it is a currency hedge an inflation hedge and a most importantly, a diversification tool in your portfolio.

      


  • Bristol-Myers: Absolute Valuation Model versus Relative Valuation Model

    In this article, let´s consider Bristol-Myers Squibb Company (BMY), an $83.79 billion market cap that has a trailing P/E ratio that indicates the stock is relatively undervalued (PE 31.4x vs Industry Median 44.3x).


    So in this article, let's take a look at a model that 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.

      


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