Ken Fisher

Ken Fisher

Last Update: 01-30-2015

Number of Stocks: 582
Number of New Stocks: 78

Total Value: $48,366 Mil
Q/Q Turnover: 6%

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

Ken Fisher Watch

  • Citi Adds General Motors to its Focus List

    Citigroup recently added General Motors (GM) to its focus list and reiterated its buy rating on the company. According to analysts, investors are missing some important catalysts that can likely help General Motors' stock price. In particular, he talked about margin expansion potential from 2016 and 2017 product cycles, accelerated European sales recovery, exit from loss making Russian operations and tailwinds from lower raw material prices.


    The company has seen positive commentaries from other analyst as well. Last week, Sterne, Agee & Leach analysts Michael Ward and Ali Faghri reiterated their Buy rating and a $50 price target on the stock citing the Canadian government plans to sell its remaining stake in the company. RBC Capital Markets analyst Joseph Spak also released a positive earnings preview on the company citing positive North American price and mix, and a lower than expected European loss.

      


  • What to Expect From Apple's Dividend Hike?

    A recent article published by CNBC discussed the excess cash Apple Inc. (AAPL) has in the balance sheet and predicted the next dividend hike.


    Several opinions

      


  • Torchmark´s Dividend Hike Does Not Justify Its Market Price

    In this article, let's take a look at Torchmark Corporation (TMK), a $6.95 billion market cap company, which provides various life and health insurance products, and annuities in the United States, Canada, and New Zealand.


    Dividend Hike

      


  • Ken Fisher for Forbes - You've Got Questions? I've Got Answers

    I hear so many questions that have fast, easy answers. Here are a few:


    “Small stocks have lagged. So should I dive in now?”

      


  • Why General Motors is a good buy at current levels

    General Motors (GM) has seen a lot of positive analysts commentary after announcing $5 billion share repurchase program earlier this month. Citigroup’s analyst Itay Michaeli believes that the stock has more catalysts going forward. In his latest report, he commented,


      


  • Ken Griffin Upped Stake in Citi, Devon and United Technologies

    Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look at Citadel Investment Group.


    Recently, the fund reported its equity portfolio, as at the end of December. The total value of the portfolio amounted to $82.66 million. The filing revealed that at the end of December, the fund added 517 new positions to its equity portfolio, and sold out of 344 other companies. The top ten portfolio holdings as of the end of the quarter represented 7.31%. The largest changes from previous 13-F´s fillings are in the consumer discretionary, industrials and tech sector.

      


  • BlackRock: A Fair-Value Giant with Predictable Earnings

    It’s perhaps fitting that the company that claims to be the world’s biggest asset manager - $4.7 trillion worth of assets - also has a lofty share price, in the $350s.


    However, we investors don’t care so much about the the relative share price so much as the valuation and direction. Given that we found BlackRock, Inc. (BLK) in the Buffett Munger screener at GuruFocus, we have would expect that the company is at least fairly-valued, and has predictable earnings; that, in turn, should pull the stock price up.

      


  • Model Portfolio Review – March 16, 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):

      


  • Weekly Guru Bargains Highlights: VALE, EC, WPZ, PBR.A, STO

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


    Vale SA (VALE): Down 38% Since Jeremy Grantham (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

      


  • Weekly Guru Bargains Highlights: SSL, PBR, FCX, EC, APA

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


    Sasol Ltd (SSL): Down 26% since Jeremy Grantham (Trades, Portfolio) bought in the quarter ended on 2014-12-31

      


  • Why Buffett, Soros and Other Hedge Fund Titans are Buying General Motors

    General Motors' (GM) stock is seeing significant interest from fund managers off late. Last quarter, two of the Wall Street's savviest investors, Warren Buffett (Trades, Portfolio) and George Soros (Trades, Portfolio) increased their stake in the company. Warren Buffett (Trades, Portfolio) now holds 41 mn shares of the company while George Soros (Trades, Portfolio) holds ~3.86 mn shares and more than 1 mn call options. Other notable investors who bought shares of the company last quarter includes Ken Heebner (Trades, Portfolio), Ken Fisher (Trades, Portfolio) and T Boone Pickens.


    The company's business is improving and it has now been profitable for 20 consecutive quarters. Last quarter, GM's business delivered strong core operating performance with almost all key operating metrics including global deliveries, net income and adjusted EBIT improving. The company's adjusted EBIT was $2.4 billion for the fourth quarter, a $500 mn improvement over the prior year. Adjusted EBIT margin was 6.10%, up 140 basis points from the fourth quarter of 2013. Net income to common shareholders was $1.1 billion, up $200 mn compared to prior year period and earnings per share improved to $0.66 versus $0.57 of prior year.

      


  • Hedge Fund Billionaire Paulson Kept its Stake in Gold ETF

    Gold is a limited commodity that retains consumer´s purchasing power even under inflationary economies. The advantages are that gold is not at the mercy of government policy so it cannot be easily issued or mined. Additionally, it is used to hedge, so it is a currency hedge, an inflation hedge and, most importantly, a diversification tool in your portfolio.


    Days ago, gold prices rebounded from a six-week low. The metal has reversed losses after minutes from the Federal Reserve's last meeting show some concern about raising rates soon. A delay in raising interest rates benefit holding gold in your portfolio and investors should pay attention to this strategy.

      


  • Ken Fisher for Forbes - 'Tech's Sneaky Market Dividend'

    Readers regularly ask what can go wrong but almost never what could positively surprise. The elephant in our world’s living room is, simply, technology. Not only is Moore’s Law, the North Star of semiconductors, vibrant and likely intact for fully another decade, but silently other technologies are bulging, too.




  • Model Portfolio Review – February 16, 2015

    In recent 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):

      


  • 5-year lows: GulfMark Offshore Inc, Tetra Technologies Inc, PICO Holdings Inc, and Geospace Technologies Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: GulfMark Offshore Inc (GLF), Tetra Technologies Inc (TTI), PICO Holdings Inc (PICO), and Geospace Technologies Corp (GEOS).


    GulfMark Offshore Inc (GLF) Reached $19.25

      


  • Analyzing Ken Fisher's Holdings: United Technologies (UTX)

    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. United Technologies (UTX) is one of the major holdings of the firm. As of the last quarter, Fisher Asset Management was holding 8,042,663 shares of the company. Here's a look at the company in detail.


    United Technologies Corporation provides high technology products and services to the building systems and aerospace industries worldwide. The company's business is classified into five segments: Otis, UTC Climate, Controls & Security, Pratt & Whitney, UTC Aerospace Systems, and Sikorsky, with each segment comprised of groups of similar operating companies.

      


  • Analyzing Ken Fisher's Holdings: Johnson and Johnson (JNJ)

    Ken Fisher (Trades, Portfolio) is a billionaire fund manager managing ~$48 billion 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. Johnson & Johnson (JNJ) is one of the major holdings of the firm. As of the last quarter, Fisher Asset Management was holding 10,424,607 shares of the company. Here's a look at the company in detail.


    Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture and sale of a broad range of products in the health care field. The company’s primary focus has been on products related to human health and well-being. The company is organized into three business segments: Consumer, Pharmaceutical and Medical Devices and Diagnostics. The company's EPS forecast for the current year is $6.21 and next year is $6.55. According to the consensus estimates, its top line is expected to decline 2.6% current year and grow 3.5% next year. It is trading at a forward P/E of 15.32. Out of 21 analysts covering the company, nine are positive and have buy recommendations, 11 have hold ratings and one has an underperform rating.

      


  • Analyzing Ken Fisher's Holdings: Home Depot (HD)

    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. The Home Depot, Inc. (HD) is one of the major holdings of the firm. As of the last quarter, Fisher Asset Management was holding 8,294,708 shares of the company. Here's a look at the company in detail.


    The Home Depot, Inc. is the world’s largest home improvement retailer based on net sales for the fiscal 2013. The Home Depot stores sell a wide assortment of building materials, home improvement products and lawn and garden products and provide a number of services. The company's EPS forecast for the current year is $4.49 and next year is $5.23. According to the consensus estimates, its top line is expected to grow 4.9% current year and 4.5% next year. It is trading at a forward P/E of 21.16. Out of 32 analysts covering the company, 19 are positive and have buy recommendations, and 13 have hold ratings.

      


  • A Giant in the Television Industry

    In this article, let's take a look at AT&T, Inc. (T), a $179.68 billion market cap company, which provides telephone and broadband service.


    Investment Opportunities

      


  • Weekly Guru Bargains Highlights: PBR, NOV, BNS, HES, SLB

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


    Petroleo Brasileiro SA Petrobras (PBR): Down 39% since Ken Fisher (Trades, Portfolio) bought in the quarter ended on Dec. 31, 2014

      


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