Ken Fisher

Ken Fisher

Last Update: 10-20-2015

Number of Stocks: 673
Number of New Stocks: 138

Total Value: $46,629 Mil
Q/Q Turnover: 4%

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

Ken Fisher Watch

  • David Einhorn Buys Apple, Dillards and Sells Micron Technologies, Michael Kors

    David Einhorn (Trades, Portfolio) is president of Greenlight Capital, a value-oriented investment advisor. He manages a portfolio composed of 42 stocks with a total value of $6.032 billion and his largest trade in the third quarter involved Apple Inc. (NASDAQ:AAPL) with a huge impact of 7.03%.

    Einhorn raised his stake in Apple by 52.08% with an impact of 7.03% on his portfolio.


  • Ken Fisher for Forbes - Back to the Future the Bull Rumbles Forward

    The most stunning unnoted market phenomena right now are the parallels between the past eight years and the period between 1988 and 1997. History never repeats itself, but this rhymes. This bull cycle may last longer than anyone imagines–maybe the longest ever.

    Some 1990s parallels were larger than now, some smaller and some surely coincidental. That said, substitute the 1990′s “S&L Crisis” for 2008′s “Home Mortgage Crisis,” and “Resolution Trust Corp.” (“fixing” that mess) for “TARP” (“fixing” this mess). By 1991, 911 financial firms had failed, for an inflation-adjusted $547 billion. This time far fewer firms failed–for “merely” $421 billion.


  • These 6 Bargain Stocks Are Still in Play

    Over the last six months, I’ve written more than 40 articles for GuruFocus. In this business, you have to take the good with the bad, especially in the performance column. With that in mind, I’ve gone back over my articles and found these stocks are even better bargains now than they were at publication.

    I believe in dollar cost averaging, or in this case dollar down averaging, as long as the underlying company is fundamentally rock solid and its stock still has the same upside potential from my original price point.


  • Stakes Chris Davis Sold Out During the 3rd Quarter

    Davis Advisors Fund is an independent, employee-owned investment management firm founded in 1969. Chris Davis (Trades, Portfolio) is the portfolio manager of Davis Financial Fund, which has successfully managed money through many environments – including periods of inflation, recession, rising and falling energy prices, rising and falling interest rates and bull and bear markets. Following are its largest sales during the third quarter.

    Davis sold out shares of Corporate Office Properties Trust Inc. (OFC) for $22.59 per share. The deal had a -0.05% impact on Davis’ portfolio. Corporate Office Properties has had a long-term position in Davis' portfolio since 2010.


  • Chris Davis' Stocks Trading Below the Peter Lynch Value

    Chris Davis (Trades, Portfolio) is the portfolio manager of Davis Financial Fund, an independent, employee-owned investment management firm founded in 1969. Davis Advisors manages more than $60 billion across several different asset classes.

    Here are the stocks in his portfolio that are trading below the Peter Lynch value.


  • Home Depot Continues to Beat Wall Street's Expectations

    Shares of The Home Depot Inc. (NYSE:HD) are moving almost 4% following Thursday morning's session after the company reported better-than-expected earnings for Q3.

    The company reported earnings per share of $1.35, which are higher than the $1.15 per share obtained in the same quarter a year ago and are higher than estimates by 3 cents. Further, revenue increased by 6.4% and reached $21.8 billion in line with analyst’s estimates. Comparable store sales for the quarter were positive 5.1%, and comp sales for U.S. stores were positive 7.3%.


  • McDonald's Reports Strong 3rd Quarter

    McDonald's Corp. (NYSE:MCD) is a $103.7 billion market cap company and the largest fast-food restaurant chain in the world, with about 35,000 restaurants in 119 countries.

    Third quarter results


  • Whole Foods Is Still Strong in a Time of Skepticism and Negativity

    What business is Whole Foods Market (NASDAQ:WFM) in? Selling safe, healthy food.

    Who today doesn't want to eat organic? In today's world people are becoming conscious of what goes into their food. Whole Foods has some of the largest stores in the country; with more than 400 stores, Whole Foods is hard to miss if you are a disciple of natural and organic. In fact, Whole Foods is the eighth-largest food and drug store in the U.S.


  • Just How Good of a Buy Is Nike?

    Nike (NYSE:NKE) has taken a generic piece of apparel like the shoe and turned it into a brand name product.

    When you think Nike, you think shoes.


  • Walgreens Buys Rite Aid to Avoid Loose Market

    In May, Walgreens Boots Alliance Inc. (WBA)’s biggest competitor in the U.S., CVS Health Corp. (CVS), agreed to purchase nursing-home pharmacy Omnicare Inc. (OCR); a few weeks later, CVS signed a deal to acquire Target Corp. (TGT)’s pharmacies, expanding CVS Health’s retail presence in new markets, such as Seattle, Denver, Portland, Ore., and Salt Lake City by putting its brand, in retail locations across 47 states so WBA’s top rival in the U.S. has been getting bigger. This is why WBA’s next step is to acquire Rite Aid Corp. (RAD).

    Walgreens already has a foothold in the drug-distribution business after it signed a 10-year agreement with AmerisourceBergen Corp. (ABC) in 2013, and it became the company’s third-largest shareholder, but this agreement doesn’t stop the management's search for new profitable partnerships, and the reported fiscal fourth-quarter earnings shows how Walgreens Boots Alliance managed cost savings from mergers and it has saved $799 million in fiscal 2015 after combining with Alliance Boots GmbH last year.


  • Caxton Associates' Stocks Trading at Low P/E

    Bruce Stanley Kovner is the founder and chairman of Caxton Associates (Trades, Portfolio), L.L.C.

    According to GuruFocus the hedge fund manages a $2,681,000,000 portfolio composed of 140 stocks and the following are the ones trading with the highest margin of safety and with a very low P/E ratio.


  • Apple's New iPhone Has Massive Deal for Investors

    One of the prominent stocks most hedge fund managers like to keep in their portfolios is Apple (NASDAQ:AAPL). Among the hedge fund managers, Carl Icahn (Trades, Portfolio) is one of the largest holders of the stock. According to GuruFocus data, Apple makes up 21.21% of Carl Icahn (Trades, Portfolio)’s portfolio.

    Apple designs, manufactures and markets mobile communication and media devices, personal computers, watches and portable digital music players worldwide. It reported higher-than-estimated third-quarter earnings on Oct. 27. The stock has increased by 9.20% year to date and performed well as compared to Technology SPDR (ETF) [XLK]


  • Despite the Last Negative Quarter, IBM Is Expanding Its Business

    International Business Machines Corp. (IBM) creates business value for clients and solves business problems through integrated solutions that leverage information technology and knowledge of business processes. The company's operations consist of five business segments namely Global Technology Services and Global Business Services, which the company collectively calls Global Services, and Software, Systems and Technology and Global Financing.

    For IBM the third quarter was the 14th straight quarter of declining sales; despite falling sales, the company still plans to invest heavily in Cloud computing, data analytics and other areas where it sees growth and believes the aggressive investments of today would pay off in the future because, with the rise of Cloud computing, corporations are increasingly buying computing resources and software on demand instead of buying their own data center gear.


  • Coca-Cola’s New Growth Platforms Will Give Higher Organic Growth

    Coca-Cola (NYSE:KO), a beverage company with $186.14 billion market cap, is not only popular among hedge fund managers, but most of the investors like it, too.

    According to GuruFocus data, Coca-Cola makes up 14.34% of Warren Buffett’s portfolio. Coca Cola owns or licences and markets more than 500 nonalcoholic beverage brands, mainly sparkling beverages, but also a variety of still beverages such as waters, enhanced waters, juices and juice drinks, ready-to-drink teas and coffees and energy and sports drinks. It owns and markets four of the world's top five nonalcoholic sparkling beverage brands – Coca-Cola, Diet Coke, Fanta and Sprite – and reported its third-quarter earnings on Oct. 21 with higher-than-estimated EPS in such a robust environment, but its revenue fell below the estimations of analysts.


  • Undervalued Stocks With Growing Earnings Among Dodge & Cox's Holdings

    Dodge & Cox was founded in 1930 by Van Duyn Dodge and E. Morris Cox and employs a team research approach in making investment decisions.

    The following are the most undervalued stocks on the hedge fund’s portfolio that during the last five years have shown a strong growth rate on earnings per share ratio (EPS).


  • Halliburton Misses Revenue Estimates

    Halliburton Co. (NYSE:HAL) is a provider of services and products to the energy industry related to the exploration, development and production of oil and natural gas. Shares of the company have tumbled more than 2.5% on Monday's trading even after reporting better-than-expected earnings for the third quarter of 2015.

    Q3 2015 results


  • Ken Fisher Reduces Stake in Toyota, Increases Position in Anheuser-Busch

    Initially Ken Fisher (Trades, Portfolio) majored in forestry in college, but he ended up getting a degree in economics. Instead of growing plants, he grew his investment firm into one of the wealthiest in the world.

    Fisher’s most significant third-quarter transactions involved stocks in an automobile company and a brewing company.


  • Investor, Forbes Columnist Ken Fisher to Join GuruFocus for Exclusive Q&A

    We’re pleased to announce Ken Fisher (Trades, Portfolio), CEO and Co-Chief Investment Officer of Fisher Investments, will be taking the time to answer a few questions from GuruFocus. Here’s your chance to ask Fisher your own investment questions. Simply email them to sheila[at]gurufocus[dot]com, and check back in a few weeks to read the interview.

    Fisher founded Fisher Investments in 1979, and today the firm serves over 27,000 individuals and more than 150 institutional clients. Its investment philosophy includes a focus on asset allocation, utilizing global diversification and holding a long-term view.  

  • Amazon Among Ken Fisher's Best Performing Stocks

    Ken Fisher (Trades, Portfolio) is CEO and Co-CIO of Fisher Investments. His investment philosophy is based on the idea that supply and demand of securities is the sole determinate of pricing. Furthermore, he believes that all widely known information has already been priced into the market. Thanks to this, he has about 200 stocks that are giving him a positive return year to date. The following are five with a market cap of at least $10 billion.

    He holds 2,490,542 shares of Inc. (AMZN) that has returned 83.90% year-to-date. The stake represents 0.53% of outstanding shares of the company and 2.17% of Fisher’s total assets.


  • GlaxoSmithKline Has a High (and Dangerous) Dividend Yield

    GlaxoSmithKline PLC (NYSE:GSK) is the world's second-largest pharmaceutical company. Formed in 2000 through the merger of British drugmakers GlaxoWellcome and SmithKline Beecham, the firm has managed to develop the next generation of treatments in the health care arena.



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