Ken Fisher

Ken Fisher

Last Update: 2015-01-30

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

  • 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

      


  • Gabelli's Q4 Picks Include Acquisition Targets

    Mario Gabelli (Trades, Portfolio) founded GAMCO Investors in 1977, which runs a variety of mutual and closed-end funds. The Gabelli Asset Fund manages $3.6 billion in assets as of the fourth quarter and is rated 4 stars by Morningstar.


    According to the firm’s website, the fund follows a value investing strategy that looks for companies that appear underpriced relative to the private market value (PMV), which is the price a strategic buyer would be willing to pay for the whole company.

      


  • Ken Fisher's Top 5 New Fourth Quarter Stock Buys

    Ken Fisher (Trades, Portfolio) founded Fisher Investments in 1979 and selects stocks he believes will benefit from his analysis of global macroeconomic, political and sentiment factors.


    His diversified portfolio contains 582 stocks, 78 of which are new buys in the fourth quarter, according to his new portfolio released today. The portfolio has a total value of $48.4 billion, and has its greatest weighting in Financial Services at 23.1%, followed by Technology at 16.1%.

      


  • Ken Fisher for Forbes - Why Foreign Stocks Are Primed For A Comeback

    My 55 2014 stock picks lagged badly. Equal money invested in each, upon publication, less a 1% commission haircut, did four percentage points worse than the same money plunked into the S&P 500 (with no haircut). Why? Mine were only 47% American. So while my picks actually beat the Morgan Stanley World Index (which itself is 58% U.S.) by more than 2%, that’s cold comfort when the S&P fared so much better.


    America has led this whole six-year bull market overall and, with hindsight, for many reasons. Increasingly I hear investors ask if they shouldn’t just junk overseas stocks and stay home.

      


  • Guru Stocks at 52-Week Lows: GOOGL, HSBC, AMZN, RY, LYG

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



    Google Inc (GOOGL) Reached the 52-Week Low of $510.46

      


  • Weekly Guru Bargains Highlights: NFLX, CS, CAT, HAL, SLB

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



    Netflix Inc (NFLX): Down 26% Since George Soros (Trades, Portfolio) Bought In the Quarter Ended on 2014-09-30

      


  • Weekly Guru Bargains Highlights: TOT, NOV, APC, FCX, HAL

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


    Total SA (TOT): Down 26% Since John Hussman (Trades, Portfolio) Bought In the Quarter Ended on 2014-09-30

      


  • Ken Fisher for Forbes - The 2015 Forecast: Another Year To Thrive

    In 2015 expect an S&P 500 and global bull market extension of 15%-plus. Why?


    On June 30 I detailed why fourth quarters in midterm election years were historically positive 86.4% of the time–because markets don’t discount the goodies in increased gridlock–and why that continues for the next two quarters, both also 86.4% positive, history’s most positive continuous three quarters extant. Believe it.

      


  • Should You Invest In a Diversified Manufacturer?

    In this article, let's take a look at Honeywell International Inc. (HON), a $79.59 billion market cap company that is the world's largest maker of avionics, small jet engines and climate and process control equipment.


    Diversified revenue base

      


  • Guru Stocks at 52-Week Lows: HSBC, SNY, WBK, DCM, BBVA

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


    HSBC Holdings PLC (HSBC) reached the 52-week low of $47.78

      


  • Weekly Guru Bargains Highlights: PBR, CEO, WMB, APC, HAL

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


    Petroleo Brasileiro SA Petrobras (PBR): Down 56% Since Ken Fisher (Trades, Portfolio) Bought In the Quarter Ended on 2014-09-30

      


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