John Burbank

Last Update: 11-14-2016

Number of Stocks: 134
Number of New Stocks: 63

Total Value: $4,788 Mil
Q/Q Turnover: 31%

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

John Burbank Watch

  • CEO of Intrexon Invests in Company

    Randal Kirk (Insider Trades), CEO and 10% owner of Intrexon Corp. (XON), purchased 34,606 shares on Dec. 13. The price per share was $28.90 for a total transaction of $1,000,113.


    Intrexon uses synthetic biology to create environmentally responsible products that meet the needs of the growing world population. The company has a market cap of $3.37 billion.

      


  • Dodge & Cox Sells Symantec, Walmart, Microsoft

    Van Duyn Dodge and E. Morris Cox founded Dodge & Cox in 1930. The firm manages a portfolio with a total value of $106.414 billion. During the third quarter the guru’s largest sells were the following:


    Its stake in EMC Corp. (EMC) was closed with an impact of -2.05% on the portfolio.

      


  • John Burbank Boosts Alibaba, Exits Yahoo

    John Burbank (Trades, Portfolio) III is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. During the third quarter the guru’s largest trades were the following:


    The guru bought 18,783,715 shares in Marvell Technology Group Ltd. (MRVL) with an impact of 5.21% on the portfolio.

      


  • David Rolfe Buys 1, Sells 1 in 3rd Quarter

    Wedgewood Partners’ David Rolfe (Trades, Portfolio) acquired one new holding and sold another in the third quarter.


    Rolfe is the chief investment officer at Wedgewood. The firm’s investment philosophy is established on the belief that significant long-term wealth can be created through investing as an “owner” in a company. It looks for a dominant product or service that is hard to compete with, has sustainable and consistent growth of revenue, earnings and dividends, is highly profitable and has a strong, shareholder-oriented management team.

      


  • Cisco: Margin of Safety and the Internet of Things

    Cisco (NASDAQ:CSCO) builds the hardware that powers the Internet. In fact, most of the Internet runs through a Cisco device. Today, that’s a profitable business for the company and one it intends to keep growing.


    At the beginning of the year, Cisco acquired Jasper Technologies, a platform to build applications for the Internet of Things, for $1.4 billion to integrate with the company’s cloud business unit. Currently, it has over 5,000 clients including Amazon (NASDAQ:AMZN), Ford (NYSE:F), Vivint (NYSE:VSLR) and General Motors (NYSE:GM).

      


  • John Burbank's Best Investments

    John Burbank (Trades, Portfolio) is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. He manages a portfolio composed of 98 stocks with total value of $6.101 billion. During the first quarter, the guru increased several stakes, and the following are the ones with the best performances since those buys.


    Johnson & Johnson (JNJ)

      


  • John Burbank Ups Stake in Hortonworks

    John Burbank (Trades, Portfolio) is the founder and CIO of Passport Capital. The firm was founded in 2000 with $800,000 in assets under management and has grown to approximately $4.4 billion as of 2015 under Burbank's investment guidance and leadership. Passport Capital currently owns 100 stocks with a total value of $5.96 billion.


    In the first quarter of 2016, Burbank increased his stake in Hortonworks Inc. (NASDAQ:HDP), adding 4,960,328 shares.

      


  • John Burbank Raises Stake in Microsoft

    John Burbank (Trades, Portfolio) of Passport Capital made 29 new buys in the fourth quarter, but his biggest transactions were increases to existing stakes. His most noteworthy fourth-quarter transaction was the increase of his stake in Microsoft Corp. (NASDAQ:MSFT), the Redmond, Washington-based computer and consumer electronics company, by nearly 3,103%.


    Burbank acquired 4,294,226 shares for an average price of $52.81 per share, raising Burbank’s stake to 4,432,616 shares. The transaction had a 4% impact on Burbank’s portfolio.

      


  • Nike Is a Good Bet at Current Price

    Nike Inc. (NYSE:NKE) is the world's leading designer and marketer of high-quality athletic footwear, athletic apparel and accessories. For a giant in the athletic footwear, apparel and equipment business, the competition is hard, but the firm has key attributes such as size, brand and competitive advantages that should help to maintain its leadership.


    The athletic apparel market can provide opportunities for other companies to grow its portion of the cake (market share). Apart from competition, the company faces some other risks, including weaker-than-expected revenue growth and changes in consumer demand. When looking at Nike’s principal drivers, we’ve got its innovation and marketing as the primary catalyst in all its markets (sports apparel or footwear market).

      


  • Home Depot Looks Appealing After 17% Dividend Hike

    Home Depot Inc (NYSE:HD) has raised its quarterly dividend to 69 cents per share or $2.76 on an annual basis from its previous 59 cents per share or $2.36 per year.


    The day the company announced the dividend increase, the stock moved higher. However, the stock is off by 5% on a year-to-date basis.

      


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