John Rogers

Last Update: 06-10-2015

Number of Stocks: 187
Number of New Stocks: 4

Total Value: $8,922 Mil
Q/Q Turnover: 9%

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

John Rogers Watch

  • Top Micro-Cap Picks From the Gurus

    Much like small-cap stocks, micro caps (generally defined as capitalizations between $50-300 million) offer opportunities for very large growth, but also present significant risk and volatility.


    Over the last year, the Russell Microcap Index returned 11.19%, slightly underperforming the Russell 3000 return of 11.86%. When looking over a three-year period, the Microcap index returned 20.89% compared to Russell 3000’s 19.92%.

      


  • John Rogers' Ariel Funds Monthly Commentary - May 2015

    Month Ended May 31, 2015

      


  • Five-year lows: Acacia Research Corporation, Park Electrochemical Corp, Bill Barrett Corporation, Black Box Corp

    According to GuruFocus list of five-year lows, these Guru stocks have reached their five-year lows: Acacia Research Corporation, Park Electrochemical Corp, Bill Barrett Corporation, Black Box Corp


    Acacia Research Corporation reached $9.62

      


  • Ariel Investments' Top Undervalued Stocks

    Ariel Investment, founded by John Rogers (Trades, Portfolio) in 1983, is a firm that looks closely at a company's intrinsic value and its margin of safety (of at least 40%). The prices are given ample time to reflet intrinsic vlaue.


    The firm currently owns 187 positions in its portfolio, valued around $8.9 billion and has a 9% quarter over quarter turnover rate.

      


  • John Rogers' Recent Buy: Versar Inc

    John Rogers (Trades, Portfolio) is the Founder of Ariel Investment, LLC, which he started in 1983. As of Q1 2015 the portfolio has a value of $8,922 million and is composed of 187 stocks.


    On April he increased by 47.61% his stake in Versar Inc (VSR) a project and program management firm that provides the government, municipalities, and the private sector with solutions for infrastructure, facilities management, construction, environmental quality, professional services, defense and homeland security needs.

      


  • John Rogers' Investment Propels Two Stakes into His Personal Top 10

    John Rogers (Trades, Portfolio), founder of Ariel Investment, LLC, is known to like to invest in small and medium-sized companies whose share prices are undervalued, believing that patience, independent thinking and a long-term outlook are critical to achieving good returns. Ariel had a 44.68% return in 2013 and a 20.32% return in 2012.


    In the first quarter, Rogers made additions to two stakes – Kennametal Inc (KMT) and Blount International Inc (BLT) – that were sufficient to land them in his Top 10 by volume.

      


  • 5-year lows: American Public Education Inc, Quiksilver Inc, RealNetworks Inc, Universal Technical Institute Inc.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: American Public Education Inc, Quiksilver Inc, RealNetworks Inc, Universal Technical Institute Inc.


    American Public Education Inc reached $23.26

      


  • Risk & Reward with Gilead Sciences Inc. (GILD)

    I realize that biotech stocks are not really value investments, per se. They constantly need R&D to keep up with competitors and the competitive advantages from drug patents have a limited, albeit long, time frame. However, with Gilead (GILD) there could be some reward owning at this level.


    The Company’s areas of focus include human immunodeficiency virus (HIV), liver diseases such as chronic hepatitis B virus (HBV) infection and chronic hepatitis C virus (HCV) infection, oncology or inflammation and serious cardiovascular and respiratory conditions.

      


  • John Rogers' Ariel Fund Monthly Commentary for April

    In the March monthly commentary, we discussed how our investment activity drove Ariel Fund’s strong bull market performance, examining focus, concentration and the trading of portfolio holdings. In our traditional value quarterly letter from the same period, we examined K. J. Martijn Cremers’s Patient Capital Outperformance: The Investment Skill of High Active Share Managers Who Trade Infrequently, to explore the benefits of being highly active managers with long holding periods. This month, we will bring the two topics together and dive deeper to study portfolio turnover.

      


  • 5-year lows: Bridgepoint Education, Pendrell Corp, Gulf Island Fabrication, and Commercial Vehicle Group Inc.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Bridgepoint Education Inc, Pendrell Corp, Gulf Island Fabrication Inc, and Commercial Vehicle Group Inc.


    Bridgepoint Education Inc (NYSE:BPI) Reached $8.78

      


  • Growing And Undervalued: Aflac Inc.

    From my watch list, let’s have a short view ofAflac Inc (AFL). It looks undervalued based on the Peter Lynch value, discounted cash flow and is trading below the Peter Lynch earnings line


    Aflac Inc (AFL)

      


  • Guru Investors Are Piling Into National Oilwell Varco

    Plenty of top name super investors continue to buy into this stock, and rightfully so.


    National Oilwell Varco (NOV) is a beast!

      


  • John Rogers' Ariel Fund Q1 2015 Commentary

    Investing in small- and mid-cap stocks is riskier and more volatile than investing in large-cap stocks. The intrinsic value of the stocks in which the Fund invests may never be recognized by the broader market. Ariel Fund often invests a significant portion of its assets in companies within the financial services and consumer discretionary sectors, and its performance may suffer if these sectors underperform the overall stock market.


    Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Investor Class shares. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the period ended March 31, 2015, the average annual total returns of Ariel Fund (Investor Class) for the 1-, 5- and 10-year periods were +19.54%, +16.12% and +7.89%, respectively. Ariel Fund’s Investor Class shares had an annual expense ratio of 1.03% for the year ended September 30, 2014. Performance data current to the most recent month-end for Ariel Fund may be obtained by visiting our website, arielinvestments.com.

      


  • John Rogers' Ariel Fund Monthly Commentary on March

    We will not beat around the bush: We are very proud of our flagship Ariel Fund’s performance record. Within its Morningstar1 MidBlend Category, the Fund ranks in the top decile over the trailing 1-, 3-, 5-, and 15-year periods as of March 31, 2015. True, no fund has a spotless record: Ariel Fund ranks in the 70th percentile over the 10-year period. That decade-long period contains the 2006-2008 period when the Fund struggled. But just as there are periods where a fund is out of favor, there are periods where everything clicks. In the six years between the March 9, 2009 bottom and March 9, 2015, Ariel Fund ranks number one in the 259 funds in this same category. Moreover, its performance over that stretch has been balanced. Among funds that existed in March 2009 as well as March 2015, Ariel Fund ranked number one among 259 category peers in the three years from March 9, 2009 to March 9, 2012, and it ranked number four among 322 in its category in the three years from March 9, 2012 to March 9, 2015.


    True to our fiercely competitive form, we are not resting on our laurels but are investigating the period in order to keep the streak alive. We want to deeply examine our activities in the periods from 2009 to 2012, and 2012 to 2015 to determine what lessons we could draw that we can apply going forward.

      


  • John Rogers Expands Stake in MTS Systems

    Guru John Rogers (Trades, Portfolio) did something in February that he has done in nearly every quarter for the last two years – he bought stock in MTS Systems Corp (MTSC), a provider of test systems and industrial position sensors based in suburban Minneapolis.


    MTSC announced three weeks ago that it had reached an agreement with McLaren Applied Technologies (MAT) to manufacture a next-generation vehicle dynamics simulator (VDS).

      


  • Analyzing John Rogers' Top Holding: Gannett Co.

    John Rogers (Trades, Portfolio) is the Founder of Ariel Investment, LLC, which he started in 1983. As of 2008, the firm had over $15.5 billion in assets under management. John manages Ariel's small and mid-cap institutional portfolios, as well as the Ariel Fund (ARGFX) and the Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."


    Rogers has concentrated his investment selection on small and medium-sized companies whose share prices are undervalued. He believes that patience, independent thinking, and a long-term outlook are essential to achieving good returns. His fund seeks to purchase companies whose prospects include high barriers to entry, sustainable competitive advantages, and predictable fundamentals that allow for double digit cash earnings growth. Rogers purchases companies when they are trading at a low valuation relative to potential earnings (p/e less than 13x forward cash earnings) and/or a low valuation relative to intrinsic worth (40% discount to private market value - PMV).

      


  • Weekly Guru Bargains Highlights: NOV, PBR.A, EC, VALE, SSL

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


    National Oilwell Varco Inc (NOV): Down 28% since David Dreman (Trades, Portfolio) bought in the quarter ended on 2014-12-31

      


  • John Rogers' Top Growth Stocks

    John Rogers (Trades, Portfolio) is the Founder of Ariel Investment, LLC, which he started in 1983. As of 2008, the firm had over $15.5 billion in assets under management. Rogers manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."


    Web Page: http://www.arielmutualfunds.com/

      


  • Weekly 3-Year Low Highlights: IBM, ABEV, ITUB, OXY

    According to GuruFocus list of 3-year lows, International Business Machines Corp, Ambev SA, Itau Unibanco Holding SA and Occidental Petroleum Corp have all reached their 3-year lows.


    International Business Machines Corp (IBM) Reached $157.08

      


  • Mario Gabelli´s Last Bet

    Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) a $30 billion dollar global investment firm headquartered in Rye, New York.


    The investor reported increasing his stake in Superior Industries International (SUP) on March 11, according to GuruFocus Real Time Picks. With the transaction, Gabelli’s position increased by 1.06% to 2,132,001 shares. The fund initiated a position more than five years ago, and during 2014 Gabelli added and reduced the stake to reach 2.1 million shares at the end of the fourth quarter of 2014, worth $41.98 million.

      


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