John Rogers

Last Update: 02-10-2016

Number of Stocks: 189
Number of New Stocks: 8

Total Value: $8,032 Mil
Q/Q Turnover: 9%

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

John Rogers Watch

  • Guru John Rogers Raises Stake in Helping Animals

    Guru John Rogers (Trades, Portfolio) is the founder of Ariel Investments, which is located in Chicago. It specializes in small and mid-cap stocks based in the U.S.


    Rogers has added 801,010 shares of Kindred Biosciences Inc. (NASDAQ:KIN) in the third quarter of 2015, a 45% increase in his holding. He now owns a total of 2,551,234 shares in the stock.

      


  • John Rogers' Holdings Trading Below Peter Lynch Earnings Line

    John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, the investment firm he started in 1983. The portfolio is composed of 189 stocks, and the following are a few of his holdings that are trading with a very wide margin of safety, according to the Peter Lynch earnings line.


    Gilead Sciences Inc. (GILD) is trading at about $100 per share, while the Peter Lynch earnings line gives the stock a fair price of $153, giving it a margin of safety of 34%.

      


  • John Rogers Sells Position in CVS

    John Rogers (Trades, Portfolio) founded Ariel Investment LLC in 1983. 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. During the third quarter, he sold eight stocks and all of them brought him a gain. The maximum gain he got was from CVS Health Corp. (NYSE:CVS) at 63%.


    Rogers has exited his position in Bob Evans Farms Inc. (BOBE). The firm held 205,686 shares. The stock has had a long-term position in the portfolio since 2010. Over the last two quarters, the investor had been reducing his stake by 0.70% and 1.58%. This quarter the he sold out his stake and gained 31%. The deal had an impact of -0.12% on the portfolio.

      


  • Ariel Investments' Monthly Commentary

    Ariel Investments, founded by guru John Rogers (Trades, Portfolio), just published its monthly commentary, and it continues where it left off other months  reiterating value is out of fashion. However it brings out the data to back this up and shows that, over the trailing one-year, three-year, five-year and 10-year periods, growth has outperformed value.


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  • John Rogers Comments on Gilead Sciences Inc.

    Biotechnology leader Gilead Sciences, Inc. (NASDAQ:GILD) dropped -15.90% on recent concerns over drug pricing. Gilead actually reported quarterly earnings that were better than expected. We continue to hold the shares, based on our belief that the market is overly focused on pricing and underestimating future sales that we think are likely to grow.

      


  • John Rogers Comments on Ruckus Wireless Inc.

    Wireless infrastructure expert Ruckus Wireless, Inc. (NYSE:RKUS) gained +14.89% after reporting better-than-expected second quarter earnings. Sales and margins beat expectations, and management guided third quarter sales above analysts’ estimates. The company saw strength across many of its business segments and a rebound in its education vertical driven by higher spending. We continue to hold the shares.

      


  • John Rogers Comments on Southern Co

    Utilities firm Southern Co. (NYSE:SO) jumped +7.56% after reporting quarterly earnings that beat expectations and management’s previous guidance. Southern also raised guidance for the third quarter aboveconsensus expectations. The company’s results were primarily driven by growth in customer load (which measures demand in the utilities field) as well as rate increases. We think the company’s fundamental improvement is likely to continue.

      


  • John Rogers' 3rd Quarter Commentary for Ariel Global Fund

    Investments in foreign securities may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, and foreign currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses, and create more volatility. Investments in emerging and developing markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price. The intrinsic value of the stocks in which the Fund invests may never be recognized by the broader market.

      


  • John Rogers Comments on Dialog Semiconductor Plc

    Other holdings underperformed in the falling market. Semiconductor maker Dialog Semiconductor plc (XTER:DLG) slid -26.10% after announcing it will buy Atmel Corp. (NASDAQ:ATML) for roughly $4.6 billion in stock and cash. The market disliked the deal, which it considered to be too large. We disagree: the logic makes sense to us, because it would diversify Dialog’s reliance on the mobile phone industry. We continue to hold the shares.

      


  • John Rogers Adds to Stakes in Mattel, Bristow, Baidu in 3rd Quarter

    One of John Rogers (Trades, Portfolio)’ responsibilities at Ariel Investment, which he founded in 1983, is the management of Ariel Fund, and he has been successful at it. In the difficult investing environment of 2014, Ariel Fund enjoyed returns of almost 11%. The Fund’s returns were even better in 2013 (nearly 45%) and 2012 (exceeding 20%).


    Consequently, his personal trading activity is worth a long look, and Rogers’ new purchases and additions to existing stakes in the third quarter deserve attention.

      


  • John Rogers Comments on Gaiam Inc.

    Lifestyle and media company Gaiam, Inc. (NASDAQ:GAIA), which we owned previously in our micro-cap strategy, recent sold off enough to make it, in our eyes, a bargain. Gaiam’s strong brand in yoga and fitness, its media library of more than 6,000 exclusive titles, and its distribution network of more than 38,000 retail locations are all valuable assets. Strong and incentivized leadership plus an attractive valuation were additional key factors in our purchase.

      


  • John Rogers Comments on Electro Scientific Industries Inc.

    Electro Scientific Industries, Inc. (NASDAQ:ESIO) is an innovator in laser-based manufacturing tools for the microtechnology industry. We established a small position after: the stock sold off to a price below tangible asset value; management improved its market strategy; and there were significant positive changes in corporate governance.

      


  • John Rogers Comments on Broadwind Energy Inc.

    Wind energy expert Broadwind Energy, Inc. (NASDAQ:BWEN) makes wind towers, performs maintenance and repair on wind turbines, and builds and remanufactures precision gears and gearing systems for the oil and gas, wind, mining, and steel industries. Recent manufacturing issues, which we believe are short -term in nature, have caused the stock to trade at roughly half of tangible asset value. With an improving balance sheet that will be in a net cash position by year-end, we initiated a small position in the company.

      


  • John Rogers Comments on Bristow Group Inc.

    Helicopter services specialist Bristow Group Inc. (NYSE:BRS), a holding in other Ariel portfolios, recently made a major push into the search and rescue (SAR) field with a multi-year United Kingdom contract. Depressed conditions in the energy sector have caused the stock to trade well below the value of its helicopter fleet, providing what we believe is an attractive entry point.

      


  • John Rogers Comments on Rentech Inc.

    Clean energy solutions firm Rentech, Inc. (NASDAQ:RTK) dropped -47.66% despite multiple pieces of good news. The company’s earnings for the quarter were solid, it is paying down its debt as expected, and most importantly Rentech Nitrogen Partners LP (NYSE:RNF) is being purchased by another company. While Rentech Nitrogen Partners is a separate entity, Rentech, Inc. owns 60% of it, and the cash purchase comes at a good price. We think the sell-off came largely because the company is being incorrectly caught up in the commodities and natural resources rout. In our view it now stands as one of the better bargains in the portfolio.

      


  • John Rogers Comments on Pendrell Corp

    Other holdings underperformed in the falling market. Intellectual property company Pendrell Corp. (NASDAQ:PCO) fell -47.45% as it lost a high-profile court case. Specifically, a federal jury ruled Google, Inc. (NASDAQ:GOOG) and Samsung Electronics Co., Ltd. had not infringed upon the firm’s intellectual property. The company has a similar but larger case pending against Apple Inc. (NASDAQ:AAPL), and investors are now pessimistic about that outcome. The company holds the rights to many intellectual properties, so we are not concerned about just one case.

      


  • John Rogers Comments on First American Financial Corp.

    Mortgage insurer First American Financial Corp. (NYSE:FAF) gained +5.68% due to a strong earnings report. Wall Street anticipated solid revenue growth but once again underappreciated the company’s powerful operating leverage. As a result, the company’s $0.83 per share in operating earnings smashed the $0.67 consensus estimate. We continue to think the company is in very good shape in a soft but improving housing market and can do even better if housing fully recovers.

      


  • John Rogers Comments on Brooks Automation Inc.

    Automation specialist Brooks Automation, Inc. (NASDAQ:BRKS) rose +3.27% in the falling market due to a strong earnings report. The company’s better-than-expected quarter came from sequential improvements in sales growth, cost management and product mix. The company continues to be debt-free and holds roughly 30% of its market capitalization in cash. The company is a straightforward example of the type of company we seek in our deep value strategy: no debt, high cash, profitable, and cheap on an asset basis.

      


  • John Rogers' Monthly Commentary on the Ariel Fund for October

    What a difference a month makes! As you know, investors and the financial press were worried by the end of September given widespread losses during the third quarter. As we noted in our quarterly commentaries: “Equities had a difficult quarter across regions, market cap ranges and styles. The U.S. large-cap S&P 500 Index fell -6.44%, the U.S. small-cap Russell 2000 Index dropped -11.92%, while the international, developed large-cap MSCI EAFE Index slid -10.23%.” Then, in what must have come as a big surprise to the hand-wringers, October happened. For the single month, the returns of the indexes cited above were: S&P 500 up +8.44%; Russell 2000 up +5.63%; MSCI EAFE up +7.82%. October’s gains do not change the tough returns from January through September, but we think you will agree the 2015 markets look quite different just one month later. Before October, the three broad indexes we watch closely were down significantly in 2015, while the twelve-month numbers were uninspiring. There is a different picture today, as you can see below:


    At this point in the year, the large-caps at home and abroad both have modest gains, and U.S. small-caps are off a minor amount. Over the last twelve months, the international and U.S. small-cap returns appear flat to us, with U.S. large-caps up a meaningful amount. That is a much more positive description than anyone could muster just one month ago.

      


  • John Rogers Comments on Baidu Inc.

    Internet search firm Baidu, Inc. (NASDAQ:BIDU) fell -30.98% after reporting weaker-than-expected second quarter earnings and guiding third quarter sales below analysts’ consensus. Baidu is improving its search engine capabilities by investing in mobile and more locally-focused services such as movie tickets, home delivery and car services. We have been adding to our position.

    From John Rogers (Trades, Portfolio)' Ariel International Fund third quarter 2015 shareholder letter.  


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