Ken Fisher

Ken Fisher

Last Update: 07-17-2015

Number of Stocks: 592
Number of New Stocks: 57

Total Value: $49,932 Mil
Q/Q Turnover: 5%

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

Ken Fisher Watch

  • Halvorsen Buys Amazon, Sells Out Micron Technology During Q2

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP, which is a global investment firm founded in 1999 and has offices in Greenwich, N.Y., Hong Kong and London and is registered as an investment adviser with the U.S. Securities and Exchange Commission.

    He manages a portfolio composed of 56 stocks with a total value of $26.47 billion and during the last quarter he increased 20 stakes and reduced 19 of them, bought 18 new stocks and sold out 19 of his existing stakes. The following are the most weighted of the above trades.


  • Six High-Yield Companies With a Wide Margin of Safety

    Last month the bull market that began seven years ago began a correction; since then, the Standard & Poor's 500 dropped by about 12% as did the prices of some of the stocks that pay the highest yields to their shareholders.

    Thanks to GuruFocus' All-In-One Screener, the following is a selection of six of them that are worth putting on a watchlist.


  • Jim Simons and Ken Fisher Decrease Exposure on Novo Nordisk A/S

    Jim Simons (Trades, Portfolio)´ Renaissance Technologies disclosed an equity portfolio valued at some $43.89 billion at the end of the second quarter of 2015. The equity portfolio is mainly invested in Technology (19%), Health Care (15), Consumer Discretionary (13%) %) stocks

    In this article, we will look into the second top holding held at the end of Q2: Novo Nordisk A/S (NYSE:NVO).


  • Ken Fisher Is Increasing Exposure in Finance Stocks

    In this article, let's take a look at JPMorgan Chase & Co. (NYSE:JPM), the $229.95 billion market cap company which was recently upgraded.

    Analysts at Keefe Bruyette & Woods raised the bank's rating to Outperform from Market Perform. Further, it has raised the price target to $77. Yahoo! Finance estimates a one-year price at $74.68, a 20% upside potential.


  • Ken Fisher Still Bullish on Amazon

    Ken Fisher (Trades, Portfolio) increased his position in (NASDAQ:AMZN) by 2% to $1.08 billion or 2.49 million shares, according to the company's latest filing. Amazon is Fisher's tenth largest holding in his $51.4 billion portfolio. Fisher remains bullish on Amazon as evidenced by his increased position, Others including Andreas Halvorsen (Trades, Portfolio), Chase Coleman (Trades, Portfolio) and Robert Karr (Trades, Portfolio) also increased their stakes.

    The company has strong growth potential, especially considering its active users growth at more than 20% compound annual growth rate in the past five years. Further, the growth is seen in total physical and digital units sold, as well as third-party units sold. The firm is constantly gaining market share with physical stores. Moreover, Amazon is capable of charging lower prices than rivals to offset competition.


  • This Correction Is a Lot Like 1997 – Ken Fisher

    Ken Fisher (Trades, Portfolio) thinks it is virtually impossible to time a correction.

    While history doesn't repeat itself, it often rhymes, and Fisher thinks the current correction is much like the 1997 correction.

    Since we are already well into this correction, chances are it will likely be over as fast as it started.

    Fisher then goes on to compare the current correction with the Asian Contagion of 1997/1998.


  • Undervalued Stocks Among Mario Gabelli's Recent Buys

    Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) and at the end of the last quarter, his portfolio was composed of 834 stocks with a total value of $18.5 billion.

    According to GuruFocus' All-In-One screener, the following are the companies he recently bought with a wide margin of safety.


  • Why Ken Fisher Is Buying Black Rock Inc.

    During the last quarter, investor Ken Fisher (Trades, Portfolio) with his Fisher Asset Management’s fund, increased by 147.95% his stake in Black Rock Inc. (BLK), and now he holds 87,758 shares and is the third main holder of the company.

    The company


  • Madison Street Partners Buys Citigroup and Morgan Stanley

    Madison Street Partners LLC is a hedge fund based in Colorado founded by Steven Owsley in 2004. Its portfolio reported a total value of its portfolio of $74 million, with a decrease of 24% since the previous quarter. During 2015, Q2, it bought 20 new stocks and increased four of its existing stakes. The following are the most heavily weighted buys during the quarter.


  • JPMorgan Chase: A Solid Bet at the Moment

    JPMorgan Chase & Co. (NYSE:JPM) is a $238.04 billion market cap company, in which Stanley Druckenmiller (Trades, Portfolio), Ken Heebner (Trades, Portfolio) and Tom Gayner (Trades, Portfolio) have initiated new positions. In the second quarter, they bought 777,300, 570,000 and 85,000 new shares, respectively.

    Estimated Return


  • Valeant Pharmaceuticals' New Female Drug

    Valeant Pharmaceuticals (NYSE:VRX) has confirmed that it will pay $1.0 billion to buy Sprout Pharmaceuticals, the closely held company that has just won U.S. approval to sell the first drug that aims to increase women 's libido. Under the terms of the agreement, which echoes The Wall Street Journal, Valeant will pay $ 500 million in cash upfront and pay the other party early next year, whose pink pills, known as “female Viagra,” will be sold under the name Addyi. The deal is scheduled to close in the third quarter.

    Other acquisitions


  • Strong Dollar Impacted Harley-Davidson's Performance

    In this article, let's take a look at Harley-Davidson, Inc. (NYSE:HOG), a $12.06 billion market cap company, which is a leading maker of heavyweight motorcycles, and also produces a line of motorcycle parts and accessories.

    Reduction in revenue


  • Cablevision Surpasses Estimates and Delivers Attractive Return

    In this article, let's take a look at Cablevision Systems Corporation (NYSE:CVC), a $7.78 billion market cap company, which is one of the largest U.S. cable multiple system operator, it offers Optimum brand cable, Internet and voice services to about 3 million subscribers in the New York tri-state area.

    The company reported higher-than-expected results in the second quarter of 2015. Net income from continuing operations was $75.6 million or $0.27 per share compared with $94.2 million or $0.34 per share in the year ago quarter. EPS outpaced analyst´s estimates of $0.24. Total revenue was at $1,653.4 million beating analyst´s estimates of $1,648 million and up 1.6% year over year. By segments, the cable segment’s revenues were $1,481.1 million, up 1.8% year over year and were divided like this:


  • One Capital Management Cuts Stake in General Electric

    At the end of the second quarter of 2015, the hedge fund One Capital Management reported a total value of its portfolio of $348,999,000 with an increase of 4.90% over the previous quarter.

    During Q2 2015, the hedge-fund sold out 12 stocks and reduced 31 stakes, and the following are the most heavily weighted sales.


  • Hedge Fund Billionaire Bill Ackman's Move on Global Snack Food Company

    Mondelez International, Inc. (NASDAQ:MDLZ) jumped more than 7% in premarket trading after activist investor Bill Ackman (Trades, Portfolio) said he would pay approximately $5.5 billion for a 7.5% stake in the maker of Oreo cookies and Ritz crackers, buying about 120.3 million shares.

    The $74.59 billion market cap company also has another activist as a major shareholder: Nelson Peltz´s Trian Partners held 48.02 million shares valued at $1.73 billion at the end of March.


  • AIG Would Yield 1.8% if the Share Price Stays at Current Levels

    American International Group (NYSE:AIG) more than doubled its quarterly dividend to $0.28 from $0.125 a share. This way, the stock would yield 1.8% if the share price stays at current levels, 100 basis points higher than the actual level. The dividend is payable on September 28 to stockholders of record at the close of business on September 14.

    Further, the company also announced it will buy back up to $5 billion more of its common stock. Year to date, the giant insurer bought $4.7 billion of stock. AIG is funding these politics from asset sales, the company has divested in non-core assets. Moreover, the company beats Q2 EPS ($1.32 vs. $1.23 estimates) and achieved higher revenues ($15.7 billion vs. $14.48 billion), but shares were trading lower by 3% on yesterday´s trading session.


  • Mondelez's EPS Decline on Sluggish Sales

    In this article, let's take a look at Mondelez International, Inc. (NASDAQ:MDLZ), a $73.48 billion market cap company, which is a global snack food company.

    Louis Moore Bacon (Trades, Portfolio) is an American hedge fund manager and trader who focuses on a global macro strategy to invest in the markets. This strategy focuses on indices, currencies, commodities and other asset classes based on expectations about specific markets and asset classes. They had their second consecutive month of net inflows in May. Although funds for $1.6 billion were added during the month, it was not enough to bring the flows to positive territory considering the entire year.


  • Warren Buffett's Bullish Stake in Costco

    In this article, let's take a look at Costco Wholesale Corporation (NASDAQ:COST), a $63.95 billion market cap company, which operates about 679 membership warehouses in the U.S., and other countries such as Puerto Rico, Canada, the U.K., Taiwan, Japan, Korea, Mexico and Australia.

    Expanding its business


  • Ken Fisher Continues To Increase Stake In ICICI Bank

    ICICI Bank (NYSE:IBN), which is India’s largest private sector bank, has witnessed strong buying interest from Ken Fisher (Trades, Portfolio). According to Fisher’s latest filing on June 20, 2015, the legendary investor’s holds 10,255,919 shares of ICICI Bank, representing a 27.9% increase in holding as compared to the last filing in March 2015. Investors can track these Guru stock actions in Real Time Alerts by Guru Focus.

    In this article, I will discuss the reasons for my bullish view on ICICI Bank for the long term. I believe that ICICI Bank is one of the best investment options in the banking sector at this point in time. However, the investment horizon needs to be for 3-5 years if investors are looking for stellar returns.


  • Ken Fisher for Forbes - Five Ways to Win From Money Losers

    “Always” is always a dangerous word in investing, but here’s a good time to use it: Always own some stocks of profitless good firms. Some are turnarounds. Others fund growth through legally deductible futuristic expenses that mask profitability while avoiding taxes. Both needlessly confuse and scare off most investors, who are guided solely, mostly or too much by earnings.

    As a result, these underappreciated firms get bid up as they otherwise progress in the real-world marketplace. When I had nothing and had nothing to lose, these were the only kind I bought. While you don’t want profitless bad companies, of course, the profitless good firm is a beautiful thing to behold.


  • Merck Reports Strong Second Quarter 2015 Earnings with Improved Outlook for the Full Year

    Merck (NYSE:MRK) released its second quarter 2015 earnings on July 28. The health care company reported revenue of $9.79 billion with adjusted net income of $2.44 billion resulting in earnings per share of $0.86. Earnings per share beat analysts’ consensus estimate by $0.05; however, revenue fell just below expectations, missing analysts’ average estimate by $10 million.

    In comparison to the second quarter of 2014, revenue was down 11% from $10.93 billion and net income was also slightly lower, down 2% from $2.49 billion. Earnings per share increased from the second quarter of 2014 up 1% from $0.85.


  • Paul Singer Reduces His Position in Juniper

    Paul Singer (Trades, Portfolio) of Elliott Management recently reduced his position in Juniper Networks, Inc. (NYSE:JNPR). Singer is the founder of Elliott Management which currently manages approximately $6.8 billion in equity assets.

    On July 24 Singer sold 27,519,345 shares of Juniper from his portfolio reducing his stake to 11,721,655 shares or 4.72% of his portfolio. After the sell his weighting in technology was reduced to 26.41% with his largest technology holding in EMC Corporation (NYSE:EMC).


  • Pfizer Increases Annual Earnings Guidance for 2015

    Pfizer, Inc. (NYSE:PFE) reported its second-quarter 2015 earnings on July 28. For the quarter, revenue was $11.85 billion versus analysts’ average estimate of $11.42 billion. Earnings per share of $0.56 also beat analysts’ earnings per share consensus estimate by $0.04. Overall, earnings for the quarter lagged slightly from the second quarter of 2014 with total revenue down 7% from the comparable quarter and earnings per share down 3.5%. However, an improved outlook for the second half of 2015 led management to increase its annual revenue and earnings per share guidance for the year.

    The downturn in total revenue for the second quarter was primarily attributed to sales from the firm’s Established Products business segment which fell 22% from the comparable quarter to $5.09 billion. The firm operates within two business segments which include Established Products and Innovative Products. In Innovative Products Pfizer grew operational revenue by 17% for a total increase of 8%. Revenue in Innovative Products totaled $6.63 billion of which the majority was generated from the firm’s Global Innovative Pharma division which accounted for 53% of revenue at $3.50 billion. Sales growth in Innovative Products for the quarter was driven by Global Vaccines and Global Oncology which increased revenue by 44% and 25%, respectively.


  • Aerospace And Defense's Stocks With Lowest P/E

    Recently, GuruFocus introduced a new page that summarizes each industry’s ratios. According to that page, the Aerospace and Defense industry has a median P/E of 20.90 and the following are the biggest companies (based on market cap) that are trading with the lowest P/E ratio.

    United Technologies Corp (UTX)


  • Yelp Shares Tumbling After Q2 Performance

    Ken Griffin´s Citaldel Investment Group upped by 432% his position in Yelp Inc. (NYSE:YELP) to $32.8 million, according to the fund's latest filing. Further, Ken Fisher (Trades, Portfolio) has taken a long position in the stock, initiating a new position with 106,900 shares.

    Despite this bullish sentiment, Yelp shares dipped 23% to $25.80 in pre-hours trading after the company beat Q2 revenue estimates but missed on EPS and lowered its revenue guidance for the year, citing slower sales headcount growth and the elimination of its brand-advertising product.


  • Ken Fisher's Top Buys in Q2 2015

    Ken Fisher (Trades, Portfolio) is the chief executive officer and chief investment officer of Fisher Investments and his portfolio has a total value of $49,932 million. The following are his most heavily weighted trades during the second quarter of 2015 :

    He increased his stake in Roche Holding AG (RHHBY) by 409.71% with an impact of 0.80% on his portfolio. The company is a pharmaceutical and diagnostic company. It researches and produces medicines in oncology, infectious diseases, immunology and neuroscience. It has more than 66 new molecular entities in its pipeline.


  • Ken Fisher's most weighted buys in Q2 2015

    Ken Fisher (Trades, Portfolio) is the chief executive officer and chief investment officer of Fisher Investments and at the end of Q2, his portfolio had a total value of $49,932 million. During the Q2 he increased his stake in 281 stocks and started positions in 62 new holdings.

    The following are the most weighted buys/increases :


  • Reasons for a Bullish Outlook on FedEx

    FedEx Corporation (NYSE:FDX) is a leader in global express delivery services, which provides guaranteed domestic and international air express, residential and business ground package delivery, heavy freight and logistics services.

    Mason Hawkins' Southeastern Asset Management has a big position on the stock. The stake contains 5.4 million shares valued at $897.5 million as of March 2015, and represents 5.63% of his portfolio. 


  • KLA Tencor Is a Dividend Growth Stock

    In this article, let's take a look at KLA Tencor Corp.(NASDAQ:KLAC), a $8.29 billion market cap company, which is the world's leading manufacturer of yield monitoring and process control systems for the semiconductor industry.

    Key Aspects


  • Ken Fisher Sells Stake In Outerwall Inc.

    Ken Fisher (Trades, Portfolio) is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He designed the firm with one vision in mind: putting clients at the forefront and building an investment management firm to support long-term investment objectives.

    Last quarter, Fisher Investments sold out its stake in Outerwall Inc (OUTR) that is a provider of automated retail solutions offering convenient products and services that benefit consumers and drive incremental retail traffic and revenue for retailers. The Company's automated retail includes its Redbox segment where consumers can rent or purchase movies from self-service kiosks, and its Coin segment where consumers can convert their coin to cash or stored value products at coin-counting self-service kiosks.


  • Ken Fisher Substantially Increases Stake In Infosys

    Ken Fisher (Trades, Portfolio) of Fisher Asset Management has substantially increased stake in Infosys (NYSE:INFY) according to the latest regulatory filing and the Real Time Update available from GuruFocus. Fisher has increased his stake by 139.2% to 21,667,231 shares at an average price of $16.26.

    I also have a bullish view on Infosys and this article discusses the reasons to be optimistic on the company. Infosys will be declaring its 1Q15 results on July 21, 2015 and I believe that investors can also look for some near-term exposure in today’s trade.


  • Investor, Forbes Columnist Ken Fisher Takes Stake in Alibaba

    During the second quarter, Forbes columnist and founder of Fisher Asset Management, Ken Fisher (Trades, Portfolio), purchased 57 new holdings, according to data reported by GuruFocus Real Time Picks.

    The majority of Fisher’s portfolio at the multi-billion dollar money management firm is held in the financial services sector at 22.5%, followed by 16.2 each in technology and healthcare stocks.  

  • Dril-Quip Is Trading At Attractive Valuations

    Dril-Quip (NYSE:DRQ), which manufactures, sells and services engineered offshore drilling and production equipment for use in deepwater, harsh environment, and severe service applications, is trading at attractive valuations and can be considered at current levels for long-term exposure. This article discusses the rationale behind this view and the valuation perspective.

    I must mention at the onset that Ken Fisher (Trades, Portfolio) of Fisher Asset Management is holding 386,816 shares of the company and Joel Greenblatt (Trades, Portfolio) of Gotham Asset Management is holding 155,288 shares. Therefore, the stock has generated interest from Gurus and considering the attractive valuations, which I will discuss in the article, the stock can generate further interest from hedge fund managers. Investors can track real time fund activity in Guru Focus Real Time Picks.


  • What to Expect From Today's Bank of America's Earnings?

    Bank of America Corporation (NYSE:BAC) is going to report second quarter earnings today, and I think it is a good moment to discuss if this stock represents an appealing investment. We are going to answer the question, but first, let´s take a look at the hedge fund´s positions.

    The largest shareholder of the bank at the end of the first quarter was Bruce Berkowitz (Trades, Portfolio)´s Fairholme Capital Management, with 76.75 million shares and the stake representing 22.1% of his 5.3 billion portfolio. In second and third place we found Ken Fisher (Trades, Portfolio) and Richard Pzena (Trades, Portfolio), with 42.0 and 30.9 million shares, respectively.


  • Manning & Napier Advisors' Most Weighted Trades in Q2 2015

    For more than four decades, Manning & Napier Advisors, Inc has been guiding individual and institutional clients toward their financial goals. Their independent, opportunistic style can help clients meet a wide variety of investment needs even in the most challenging environments. They’re majority employee-owned, which means they’re able to give clients the kind of service and commitment that only comes from people who have a direct stake in success.

    Its portfolio is composed of 352 stocks and has a total value of $22,955 Mil.


  • Ken Fisher for Forbes - 'Bet On The Bulls, Not The Sheep'

    While it’s often claimed that this bull market is the least appreciated in memory, the problem is our memories. As detailed in my 2011 book, Markets Never Forget (but People Do), our memories of past markets are incredibly inaccurate. This bull market turns out to be pretty darned normal for one following such a huge bear market.

    The biggest bear markets have historically created enough skeptics to make the subsequent bull runs feel unjustified or death-defying. That’s the famous “wall of worry” that we’re currently climbing over. Remember Sir John Templeton’s famous phrase, “The four most dangerous words in investing are ‘This time it’s different.’ ” It isn’t really.


  • Despite Recent Downgrade, This Ecommerce Giant is a Buy (NASDAQ:AMZN) was downgraded by analysts at Evercore ISI from a “buy” rating to a “hold” rating in a report to clients. The target price was increased to $460.00 from $440.00. Considering the last close of $ 440.1, this suggests an upside potential of 4.5% from the company’s current price.

    Analyst Ken Sena commented, "We’re reducing our Amazon rating to HOLD from BUY as shares now trade within a close range of our $460 target. While retail and Amazon Web Services trends appear on track and N/T operating margins seemed poised for upside this quarter and next, our reduced rating recognizes the strong run in shares, now up 45% YTD, and the growing capital investment we are seeing through leasing activity, making modeling upside on the basis of FCF increasingly difficult." Ken Sena continued saying: “As we look back historically, we find the use of capital leases in place of standard Capex has steadily grown – from one-third of total capital investment (Capex + PP&E Acq. under Capital Leases) in 1Q13 ($340m) to over one-half in 1Q15 ($954m). While we understand the rationale here, as Amazon takes advantage of a low interest rate environment, it nevertheless masks the true capital intensity of the business when considering standard FCF measures as cash payments are spread out and flow through financing activities (as opposed to Capex through investing activities) on the C/F.”


  • Ford's Economies of Scale and the Three F's

    In this article, let's take a look at Ford Motor Co. (NYSE:F), the second-largest U.S. producer of cars and trucks. The stock is trading between its 52-week price range (about 14% above the minimum and 16% below the peak), so this makes investors show increased interest as price nears either the high or the low.

    Ford operates in a very cyclical auto industry, characterized by a very important competition. For the next years, the big challenge for the firm is increasing market share, but this will not be easy, because Ford operates in highly competitive markets. In addition, China and India's automakers are increasing the market share by adopting cost leadership strategies. The evolution of market share in the U.S. and Europe remain relatively stable.


  • Paul Tudor Jones' Top Three Stocks Deliver Positive Returns

    Paul Tudor Jones (Trades, Portfolio)´ Tudor Investment Corp disclosed an equity portfolio valued at some $3.13 billion at the end of the first quarter of 2015. The equity portfolio is mainly invested in Technology (22%), Health Care (20%) and Finance (16%) stocks.

    In this article we will look into the top three holdings held at the end of Q1. Among the 10 largest holdings from Tudor Investment’s equity portfolio (which comprises 20.95% of the total portfolio value), the three top positions are: Automatic Data Processing, Inc. (NASDAQ:ADP), NCR Corporation (NYSE:NCR) and Pfizer Inc. (NYSE:PFE).


  • FedEx Is a Long-Term Buy

    In this article let's take a look at FedEx Corporation (NYSE:FDX), the leader in global express delivery services, which provides guaranteed domestic and international air express, residential and business ground package delivery, heavy freight and logistics services.

    Although revenue increased, when compared to the same quarter one year before, it was below the forecast. Also, the company reported weaker earnings than expected from analyst estimates. Earnings of $2.66 per share missed estimates of $2.68. Among the reasons we found were the currency translation and the falling fuel surcharges. After the earnings were released, the stock price plummeted by 3% to $176. In what we consider a five-year period, EPS has grown by 14% annually.


  • Ken Fisher for Forbes - Hillary Clinton Stock Market Bets

    I’ve turned up a 155-year indicator that suggests Hillary Clinton will not be elected next year–and offers some interesting perspective as to the market direction in 2016 and 2017.

    An old, little-known truth: Overwhelmingly, when Republicans are elected President, stocks soar during the year they are elected (this has held true every single election since World War II, except 2000, an election in which Al Gore won the popular vote). Average S&P 500 gain: 12%, presumably in anticipation of market-friendly policies. Then stocks flipped negative during most GOP inaugural years–presumably when investors realized the new guy was, yes, still just a politician.


  • 5-year lows: Elizabeth Arden Inc, Permian Basin Royalty Trust, PICO Holdings Inc, GulfMark Offshore Inc.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Elizabeth Arden Inc, Permian Basin Royalty Trust, PICO Holdings Inc, and GulfMark Offshore Inc.

    Elizabeth Arden Inc (NASDAQ:RDEN) Reached $13.55


  • Weekly CEO Buys Highlight: TPC, NUVA, PHII, GBDC, ARO

    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:

    Tutor Perini Corp: Chairman & CEO, 10% Owner Ronald N Tutor bought 153,115 shares


  • Ken Fisher Adds to His Pfizer Position

    Ken Fisher (Trades, Portfolio) is a billionaire fund manager managing ~$48 bn worth of equity assets through his investment advisory firm Fisher Asset Management, LLC. The firm uses a combination of top-down macroeconomic research and bottom-up, fundamental stock selection process in order to identify potential candidates for its portfolio.

    Last quarter, he increased his holdings in Pfizer Inc. (PFE) by buying 11,856 shares. As of March 31, 2015, he held 31,208,271 shares of the company. The following chart shows his holding history in the company.


  • Guru Stocks at 52-Week Lows: PG, WBK, DEO, CNI, BBDO

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

    Procter & Gamble Co (NYSE:PG) Reached the 52-Week Low of $79.95


  • Ken Fisher Loves These Two Dividend-Payer Banks

    In this article, let's take a look at JPMorgan Chase & Co. (NYSE:JPM), the $246.68 billion market cap company which has recently announced a dividend hike.

    Returning Wealth


  • Lee Ainslie's Undervalued Stocks With Growing Earnings

    Lee Ainslie (Trades, Portfolio) is founder and CEO of Dallas-based Maverick Capital. He started Maverick Capital back in 1993 with $38 million. During the last quarter he bought 90 new stocks reaching a total of 119 stock and a total value of $6,214 Mil.

    According to the overall rank of GuruFocus All-In-One Screeners, Allstate Corp (ALL), AmTrust Financial Services Inc (AFSI) and Alleghany Corp (Y) are the most undervalued companies with the most growing EPS during the last 5 years


  • Model Portfolio Review – May 19, 2015

    In the past six years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, 31.8% in 2013, and 11.39% in 2014. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies:

    Value Strategies (Long):


  • Ken Fisher for Forbes – 'Five Market Trends You Can Bank On'

    Continuing last month’s format, here are common investor questions from this month:

    “With this bull market now six years old, isn’t it time to be cautious?” It’s caution time when few worry. Bull market length says nothing, by itself, about the future. See my April 14, 2014 column online. Only excess optimism or a gargantuan, unexpected economic problem can derail bull markets. To date we have neither.


  • Wallace Weitz Sells Off 5 Holdings

    During the first quarter, Wallace Weitz (Trades, Portfolio) of Weitz Investment Management did not see any new opportunities and instead sold off five holdings, including acquisition target DirecTV.

    Weitz will join GuruFocus for an exclusive interview to answer readers’ questions in the next few weeks; investing questions should be submitted by Friday for consideration.


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