John Rogers

Last Update: 05-13-2016

Number of Stocks: 194
Number of New Stocks: 16

Total Value: $8,301 Mil
Q/Q Turnover: 9%

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

John Rogers Watch

  • John Rogers Comments on Interpublic Group of Cos.

    Advertising concern Interpublic Group of Cos., Inc. (NYSE:IPG) advanced +22.32% after a strong quarterly earnings report. Based on revenues and margin that were better than the prior year, the company earned $0.27 per share—ahead of the $0.25 per share expectation. We still think advertising is expanding in ways that drive Interpublic Group’s success, while the crowed is pessimistic about ads in general and established advertising firms in specific.

    From John Rogers (Trades, Portfolio)' fourth quarter 2015 Ariel Fund Commentary.  


  • John Rogers Comments on Blount Intl Inc.

    Some of our holdings posted solid gains for the quarter. Chainsaw chain-maker Blount Intl, Inc. (NYSE:BLT) leapt +76.12% on news of its upcoming acquisition. On December 10th it entered a definitive agreement to be acquired by American Securities LLC and P2 Capital Partners, LLC for $ 10 cash per share—an 86% premium to its closing price the day before. While we think the company may be worth even more than its sale price, we view the buyout as a very efficient way to quickly capture much of its value. In fact, we wrote extensively about this stock in our third quarter letter as one of the most undervalued industrial stocks in the portfolio.

    From John Rogers (Trades, Portfolio)' fourth quarter 2015 Ariel Fund Commentary.  


  • Ariel Global Fund 4th Quarter Commentary From John Rogers

    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.

      


  • Ariel Fund Quarterly Commentary From John Rogers

    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 December 31, 2015, the average annual total returns of Ariel Fund (Investor Class) for the 1-, 5- and 10-year periods were -4.10%, +10.43% and +6.62%, respectively. The Fund’s Investor Class shares had an annual expense ratio of 1.03% for the year ended September 30, 2014 and an annual expense ratio of 1.02% for the year ended September 30, 2015. Performance data current to the most recent month-end for Ariel Fund may be obtained by visiting our website, arielinvestments.com.

      


  • Ariel Investments Monthly Commentary for December

    For equity markets, this was the worst December since 2007. International benchmarks as well as domestic large-cap and small-cap indexes all posted losses. We have not seen such widespread December losses in seven years. Yet somehow, with the holiday fanfare and the endless political news, stock market returns did not garner big headlines.

      


  • John Rogers Increases Stake in Toy-Maker Mattel

    John Rogers (Trades, Portfolio) founded Ariel Investment LLC in 1983. He has concentrated his investment selection on small and medium-sized companies whose share prices are undervalued. During the third quarter, Rogers increased many stakes in his portfolio, and the following were some of the largest trades.


    Mattel Inc. (NASDAQ:MAT)

      


  • A John Rogers Holding That Could Take Flight in 2016

    Guru John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC. His specialty is in undervalued small and medium-sized companies. Rogers favors companies that are statistically cheap when comparing the price of their stock to potential earnings or when comparing the price of the stocks to the intrinsic values of the stocks. His portfolio is monitored on GuruFocus and I want to highlight one specific company he holds, an $800 million market cap called Bristow Group (NYSE:BRS).


    1323714573.png

      


  • John Rogers Identifies the Best Value Stocks for 2016

    Is John Rogers (Trades, Portfolio) concerned about the Fed raising interest rates?


    Not at all. Rogers says that if the Fed were to raise rates four or five times consecutively, then there may be issues. But as of now, it is a not a problem.

      


  • 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.


    ariel.jpg

      


  • 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.

      


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)