Ken Heebner

Ken Heebner

Last Update: 08-12-2016

Number of Stocks: 49
Number of New Stocks: 24

Total Value: $2,242 Mil
Q/Q Turnover: 31%

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

Ken Heebner Watch

  • Ken Heebner Buys NetEase

    Capital Growth Management’s founder, Ken Heebner (Trades, Portfolio) purchased a 225,000 share stake of NetEase (NTES) at an average price of $155.40 during the second quarter. Since the purchase, the company’s market value has skyrocketed gaining an estimated 51%.

    NetEase is a Chinese internet technology company that provides online services centered on content, community, communications and commerce. It was originally founded in 1997 by Ding Lei, and it was a key pioneer in the development of internet services for China. Today, NetEase develops and operates some of China’s most popular online PC and mobile games, advertising services, email and e-commerce platforms. The company is also one of the largest providers of free email services in China, it offers advanced features such as voice search and facial recognition. NetEase also offers fee-based premium email services for corporate users.


  • Ken Heebner's CGM Mutual Fund 2nd Quarter Report

    CGM Mutual Fund decreased -1.8% during the second quarter of 2016 compared to a return of 2.5% for the Standard and Poor’s 500 Index (S&P 500 Index) and 2.3% for the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Index. For the first six months of the year, CGM Mutual Fund returned -6.7%, the S&P 500 Index, 3.8% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index, 5.5%.


  • Ken Heebner Purchases Stake in Tata Motors

    During the second quarter, guru Ken Heebner (Trades, Portfolio) purchased 210,000 shares of Tata Motors (TTM), at an average price of $31.28 per share. Since Heebner purchased his stake in Tata Motors, the company has risen an estimated 24% in price.


  • Bargain Stocks With Growing Earnings

    Companies with growing EPS are often good investments as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS.

    Earnings per share of Signature Bank (SBNY) grew by 23% over the last five years and according to the DCF calculator, the stock at the price of $124.13 is undervalued and is trading with a margin of safety of 43%.


  • Ken Heebner Buys Stake in Dupont Fabros Technology

    Ken Heebner (Trades, Portfolio) purchased a 1,240,000-share stake in Dupont Fabros Technology Inc. (NYSE:DFT) in the first quarter.

    Dupont Fabros Technology is a real estate investment trust that is headquartered in Washington, D.C. The company designs and operates innovative, multi-tenant, wholesale data centers. Its facilities are designed to offer highly specialized, efficient and safe computing environments in a low priced operating model. Its customers include national and international enterprises across numerous industries including technology, Internet, content providers, cloud providers, media, communications, health care and financial services.


  • Ken Heebner's CGM Mutual Fund Q1 Report

    CGM Mutual Fund returned -5.0% during the first quarter of 2016 compared to a return of 1.3% for the Standard and Poor’s 500 Index (S&P 500 Index) and 3.1% for the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index.


  • Construction Materials Companies Top Heebner's 1st-Quarter Acquisitions List

    Of his 21 new buys in the first quarter, Ken Heebner (Trades, Portfolio)’s largest acquisitions were in construction materials companies.

    Heebner’s biggest new buy of the quarter was a 535,000-share stake in Vulcan Materials Co. (NYSE:VMC), a construction materials company based in Birmingham, Alabama. Heebner paid an average price of $94.56 per share in a deal that had a 2.41% impact on Heebner’s portfolio.  

  • Undervalued Stocks With Wide Margin of Safety

    The following stocks are trading with a wide margin of safety according to the DCF calculator, and some of them have a very low P/E ratio. GuruFocus' All-in-One Screener can be used to find similar stocks. 

    D.R. Horton Inc. (DHI) has a market cap of $11.67 billion and a GuruFocus’ business predictability rating of 1 star. The stock has a price of $31.6 with a forward P/E ratio of 12.30, and according to the DCF calculator is trading with a margin of safety of 43%. During the last 12 months, the price of the stock has risen by 10% and is now 4.53% below its 52-week high.


  • Gilead, Expedia Are Greatly Undervalued

    The following are some of the stocks that are trading below the Peter Lynch earnings line, according to GuruFocus' All-In-One Screener.

    D.R. Horton Inc. (DHI) is trading at about $30 per share, but the Peter Lynch earnings line gives the company a fair price of $51.50, for a margin of safety of 42%. It is trading with a P/E ratio of 14.50, which is ranked lower than 53% of its competitors in the Global Residential Construction industry, and is currently 9.76% below its 52-week high and 30.04% above its 52-week low.


  • Ken Heebner's CGM Mutual Fund Q4 Commentary

    CGM Mutual Fund increased 1.1% during the fourth quarter of 2015, compared to the Standard and Poor’s 500 Index (S&P 500 Index) which increased 7.0% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index which returned -0.6% over the same period. For the twelve months ended December 31, 2015, CGM Mutual Fund decreased -3.1%, the S&P 500 Index increased 1.4% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index returned 0.6%.


  • Ken Heebner Buys More Than 2 Dozen New Stocks

    Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, traded in 76 companies in the fourth quarter with roughly two dozen of those deals involving new buys.

    Heebner’s most significant fourth-quarter transaction was his purchase of a 625,000-share stake in Signet Jewelers Ltd. (NYSE:SIG), a jewelry retailer based in Akron, Ohio, for an average price of $135.22 per share. The acquisition had a 2.57% impact on Heebner’s portfolio.


  • Marriott and Starwood to Create the World's Largest Hotel Chain

    Marriott International Inc. (MAR) is going to buy Starwood Hotels & Resorts Worldwide Inc. (HOT) in a deal that will create the world's largest hotel chain. The merger should offer a wider choice of brands to consumers, improve economics for owners and franchisees and increase unit growth.

    Marriott will have great presence in markets outside the United States since the combined company will own or franchise more than 5,500 hotels with 1.1 million rooms worldwide.


  • Ken Heebner Sells Stake in Polaris Industries

    Ken Heebner (Trades, Portfolio)’s fondness for financial services stocks was clear to see in his second-quarter transactions. He made transactions in that sector in the third quarter as well, but they weren’t as prominent. In the third quarter, his trades were more diverse.

    Heebner’s most noteworthy third-quarter transaction was the divestiture of his 834,000-share stake in Polaris Industries Inc. (NYSE:PII), a Medina, Minn.-based automotive company, for an average price of $135.73 per share. The deal had a -3.54% impact on Heebner’s portfolio.


  • Ken Heebner's CGM Mutual Fund 3rd Quarter Commentary

    CGM Mutual Fund decreased -7.1% during the third quarter of 2015 compared to a return of -6.4% for the Standard and Poor’s 500 Index (S&P 500 Index) and 1.2% for the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Index.


  • The Sustainable Active Investing Framework: Simple, But Not Easy

    The debate over passive versus active investing is akin to Eagles vs. Cowboys or Coke vs. Pepsi. In short, once our preference for one style over the other is established, it becomes a proven fact or incontrovertible reality in our minds.

    This post is not meant to convert a passive investor into an active investor; however, we do explain why we believe some active investing approaches can logically beat passive strategies over a reasonably long time horizon (clearly it won’t work forever). Our framework also helps investors decipher the quantitative “factor zoo,” to determine if data-mining computers have actually identified a sustainble active strategy or a pipe dream.


  • JPMorgan Chase Is Still Undervalued

    JPMorgan Chase & Co. – Still undervalued



  • 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


  • Ken Heebner Invests in Financial Services Stocks in Second Quarter

    Financial Services are the second-most heavily weighted stocks in Ken Heebner (Trades, Portfolio)’s portfolio, so it wasn’t surprising that his largest new buys in the second quarter were in that category. In 1990, Heebner co-founded Capital Growth Management, where his growth-oriented approach produced returns of 1.39%, 37.61% and 14.23% in 2014, 2013 and 2012, respectively.

    Heebner bought a 728,000-share stake in Goldman Sachs Group Inc. (NYSE:GS), a New York-based multinational investment banking firm, for an average price of $203.51 per share. The purchase had a 4.35% impact on Heebner’s portfolio and landed Goldman Sachs Group in the sixth spot in Heebner’s 10 most-valuable stakes.


  • Powered by Strong Earnings, Marriott Is a Compelling Investment

    In this article, let's take a look at Marriott International, Inc. (NASDAQ:MAR), a $21.15 billion market cap company, which operates more than 3,500 hotels and 600,000 rooms in more than 50 countries.

    Joel Greenblatt (Trades, Portfolio) initiated a position in the company with 73,899 shares according to his fund's latest filing. The guru's philosophy involves finding cheap stocks and looking for a catalyst, so let´s take a look at why he initiated a new position in this stock.


  • Bill Frels' Stocks With Growing Yields

    Bill Frels (Trades, Portfolio) is the portfolio manager at Mairs & Power, which is an SEC-registered investment advisory firm and is Minnesota's oldest investment firm under private ownership and management.

    His portfolio is composed of 187 stocks and it has a total value of $7,270 million.


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