John Rogers

Last Update: 05-14-2015

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

  • Many Hedge Fund Managers Invest in Bed Bath

    In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.10 billion market cap company, which isone of the best retailer of the industry.


    Long-term goal

      


  • Weekly CEO Buys Highlight: OPK, BOBE, CONN, WPX, PHII

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Opko Health Inc (OPK): CEO & Chairman, 10% Owner Phillip Md Et Al Frost bought 103,000 shares

      


  • Accenture: What Amazing ROE During Ten Years

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Accenture PLC (ACN).


    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value

      


  • The Top Five Guru-Held Mid-Cap Stocks of Q2

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see mid-cap companies which are held by the most gurus. The following five mid-capped companies are held by the largest number of gurus during the past quarter.


    Quest Diagnostics (DGX)

      


  • Weekly 3-Year Low Highlights: GES, QLGC, NPK, PHMD, FHCO

    According to GuruFocus list of 3-year lows, Guess? Inc, QLogic Corp, National Presto Industries, PhotoMedex Inc, and Female Health Co have all reached their 3-year lows.


    Guess? Inc (GES) Reached $23.44

      


  • Weekly 3-Year Low Highlights: CHL, TM, STO, NTT

    According to GuruFocus list of 3-year lows; China Mobile Ltd, Toyota Motor Corp, Statoil ASA, and Nippon Telegraph & Telephone Corp, have all reached their 3-year lows.


    China Mobile Ltd (CHL) Reached $60.94

      


  • Guru Stocks at 52-Week Lows: CHL, TM, SNY, NVO, TSM

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


    China Mobile Ltd (CHL) Reached the 52-Week Low of $60.94

      


  • 5-year lows: Aeropostale Inc, Multi-Fineline Electronix Inc, Layne Christensen Co, and Forest Oil Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Aeropostale Inc, Multi-Fineline Electronix Inc, Layne Christensen Co, and Forest Oil Corp.


    Aeropostale Inc (ARO) Reached $3.17

      


  • John Rogers' Ariel Fund July Commentary

    Our May commentary addressed U.S. stock market performance from January to May. As you may recall, returns had been up and down, large and mid caps had trounced small caps, and value had beaten growth. While the returns of Ariel Fund and Ariel Appreciation Fund were quite similar, the disparity between benchmarks made Ariel Fund look solid and Ariel Appreciation Fund appear lethargic. This commentary will focus more attention on assessing performance generally and on the Russell Midcap Value Index in particular.


    Dissecting investment results can be tricky. First and foremost—and this is no secret—strong absolute returns sometimes mask poor relative returns, while low absolute returns can actually be solid in a given market environment. That is, a +10% gain is not astounding in the context of a market that is up more than +32%, as the market was in 2013. By contrast, a –10% loss would have been stellar for an equity portfolio in 2008, when the S&P 500 plummeted –37%.

      


  • Widely Held Guru Stocks Near Historical Low P/B Ratios

    Buying stocks at historically low price-to-book (P/B) ratios has been an effective strategy. The model portfolio, “Top 25 Historical Low P/B Ratio Companies”, has outperformed the S&P 500 by 29.51 percent since its inception in 2010. The following stocks are widely held by the investing gurus we follow and are trading near their historical low P/B ratios:


    Kellogg Company (K) is trading at a low P/B ratio of 6.10, near its 10-year low of 5.88. Its principle products are ready-to-eat cereals and convenience foods, such as cookies, crackers, savory snacks, toaster pastries, cereal bars, fruit-flavored snacks, frozen waffles and veggie foods. The 5- and 10-year median P/B ratios are 8.4 and 8.5. At the 5-year median, the stock would be priced at $87.60. Book value per share has been growing at an annual rate of 11.90 percent over the past five years. The stock is held by 18 gurus we follow with Hotchkis & Wiley having the largest holding of 2.43 million shares, representing 0.68 percent of the shares outstanding.

      


  • Goldman Sachs: A Strongest Investment Bank

    In this article, let's take a look at The Goldman Sachs Group, Inc. (GS), a $77.3 billion market cap company, which is one of the world's leading investment banking and securities companies.


    Well-Positioned

      


  • This Tobacco Stock Looks Attractive Enough

    In this article let's take a look at an option for investing in the tobacco sector with British American Tobacco plc (BTI), which sells tobacco products in 180 countries. The company holds leadership positions in around 50 of them. Brands like Dunhill, Kent, Pall Mall, and Lucky Strike account for one third of group sales because they are well known and have been gaining share over the past several years.


    Competitive Advantages

      


  • John Rogers' Ariel Fund Q2 2014 Shareholder Letter

    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 portfolio invests may never be recognized by the broader market. Investing in equity stocks is risky and subject to the volatility of the markets. 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 June 30, 2014, the average annual total returns of Ariel Fund (Investor Class) for the 1-, 5- and 10-year periods were +29.50%, +24.25% and +7.54%, respectively. Ariel Fund’s Investor Class shares had an annual expense ratio of 1.03% for the year ended September 30, 2013. Performance data current to the most recent month-end for Ariel Fund may be obtained by visiting our website, arielinvestments.com.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 portfolio invests may never be recognized by the broader market. Investing in equity stocks is risky and subject to the volatility of the markets. 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.

      


  • Guru Held Stocks Near Historical Low P/B

    Buying stocks at historically low price-to-book (P/B) ratios has been an effective strategy. The model portfolio, “Top 25 Historical Low P/B Ratio Companies”, has outperformed the S&P 500 by 25.44 percent since its inception in 2010. The following stocks are the most widely held stocks by the investing gurus we follow that are trading near their historical low P/B ratios:


    Kellogg Co (K) is trading at a low P/B ratio of 6.80, near its 10-year low of 5.92. The company is well-known for its cereal and offers other convenience foods. Some of the other brands it markets are Keebler, Cheez-It, Murray, Austin and Famous Amos. The stock is held by 17 gurus we follow with Hotchkis & Wiley holding the largest position of 2.43 million shares, representing 0.68 percent of the shares outstanding.

      


  • John Rogers Comments on Contango Oil & Gas Co

    Also, natural resources explorer Contango Oil & Gas Co. (MCF) slipped –11.37% after an earnings report that disappointed the Street. Specifically, the company’s first-quarter loss of $10 million was driven by $42 million in dry-hole (a well that produces no commercially viable oil and gas) costs from a Gulf of Mexico well. Investors focused heavily on that unfortunate news—which we see as an unlucky part of the business— rather than on the company’s otherwise solid numbers. We were quite encouraged that the company plans to shift its capital expenditures entirely onshore where dry-hole risks are much lower.

    From John Rogers (Trades, Portfolio)' Ariel Fund Second Quarter 2014 Commentary.  


  • John Rogers Comments on Charles River Laboratories Intl Inc

    Preclinical testing firm Charles River Laboratories Intl, Inc. (CRL) dropped –11.30% as mergers and acquisitions ramped up in the health-care sector. Health-care consolidations have been rising, the most prominent being a proposed $100 billion acquisition of Astra-Zeneca by Pfizer Inc. (PFE), and with mergers come the rationalization of research capabilities. The market tends to react swiftly and sharply to such events. We think such reactions are generally overblown, as the effects tend to be more short-term than long-term; as such we think Charles River has become a better bargain lately.

    From John Rogers (Trades, Portfolio)' Ariel Fund Second Quarter 2014 Commentary.  


  • John Rogers Comments on CBRE Group Inc

    In addition, global real estate company CBRE Group, Inc. (CBG) jumped +16.81% after a very strong quarterly earnings report. Its adjusted earnings per share were $0.25, $0.08 higher than expectations, on the basis of strong revenue overall and nearly across its units. The market seemed especially pleased that management saw more upside than downside for the rest of 2014.

    From John Rogers (Trades, Portfolio)' Ariel Fund Second Quarter 2014 Commentary.  


  • John Rogers Comments on US Silica Holdings Inc

    Industrial sand producer U.S. Silica Holdings, Inc. (SLCA) piled up a +45.60% return after a great earnings report. Recent results were solid, but the key takeaway from management’s comments was the comparison of the current environment to that of 2011 and 2012, when business boomed based on heavy demand. All along, we have viewed Silica as a cyclical business, so we expected it to improve along the way; by the same token, we do not think a great environment will persist forever.

    From John Rogers (Trades, Portfolio)' Ariel Fund Second Quarter 2014 Commentary.  


  • John Rogers' Ariel Fund Second Quarter 2014 Commentary

    Quarter Ended June 30, 2014


    After a slow start to the year, global equities accelerated in the second quarter of 2014. For the quarter, domestic large caps edged out mid caps and foreign equities—with small caps posting a solid but less dramatic quarterly gain. The pattern from the first quarter continued: a preference for yield-bearing investments and equities with a reputation for steadiness and fundamental strength. For instance, across Russell’s main smaller-cap value indexes (2000, 2500 and Midcap), the two top-performing sectors were utilities and energy. Along the same lines, in smaller- cap stocks value topped core, while growth underperformed. The pattern was not as pronounced abroad, where emerging markets stocks outpaced developed markets—with sagging China being a key exception. We had strong returns this quarter, as Ariel Fund gained +6.42%, beating the Russell 2500 Value Index’s +4.20% advance, as well as the +2.38% rise of the Russell 2000 Value Index.

      


  • John Rogers' Ariel Investments 2nd Quarter 2014 Commentary

    We will come right out and say it: this has been a strange year for the markets so far. In 2014, through mid-April, the S&P 500 Index took a bumpy trip to nowhere—or technically a +0.02% gain. Since then, however, it has returned +7.54%. According to the Wall Street Journal, the S&P 500 has also had 16 record closes in the second quarter of 2014, and its volatility has dropped to the lowest level since 2007. At this point in a bull market, you might expect record highs and low volatility to drive unencumbered exuberance, but not this time. On the one hand, the Investors Intelligence Advisors Sentiment Charts show 61% are bullish on the market and 16% are bearish, with the rest expecting a correction. On the other hand, market pundits continue to detect fear, skepticism and worse in market movements. One global strategist recently told Bloomberg Businessweek: “Classically, the market climbs a wall of worry. Now we’re having a wall of hatred.”


    A look at asset flows suggests what investors are doing, and what it might mean. When we examined 56 Morningstar mutual fund categories and find the biggest inflows in dollar and percentage terms in the first five months of 2014, some fairly clear patterns emerge.

      


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