Ken Heebner

Ken Heebner

Last Update: 05-13-2016

Number of Stocks: 49
Number of New Stocks: 21

Total Value: $2,339 Mil
Q/Q Turnover: 30%

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

Ken Heebner Watch

  • 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.


  • Is Standard Pacific Corp still a good buy ?

    The company:

    Standard Pacific Corp (SPF) is engaged in the business of constructing single-family attached and detached homes with operations in the metropolitan markets in California, Florida, Arizona, Texas, the Carolinas and Colorado. The Company builds homes in 25 markets through its 15 operating divisions. Its homes sizes typically range from approximately 1,500 to 3,500 square feet, although it has built homes from 1,100 to over 6,000 square feet. At December 31, 2013, the Company owned or controlled 34,175 home sites (including joint ventures) and had 180 active selling communities.


  • Ken Heebner's stocks trading with low P/E

    Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, which is a privately owned investment manager. It was founded in 1990 and is based in Boston and the firm invests in the public equity markets of the United States. The firm provides its services to charitable organizations, pension and profit sharing plans, investment companies, and high net worth individuals.

    His portfolio is composed of 67 stocks and 33 of them are new stock bought during the last quarter. The total value of the portfolio is now $3,656 million and the following are the stocks that are trading with lowest P/E ratio and may be attractive for other investors.


  • Ken Heebner Makes 33 New Buys in First Quarter

    Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm that almost routinely produces positive returns, even in challenging investing environments. CGM’s return of 1.39% last year was dwarfed by the 37.61% return it had in 2013.

    Heebner has built his reputation on growth. His moves are often seen as daring, but they frequently pay off handsomely. His portfolio changes at a 33% quarter-over-quarter turnover clip, and there 33 new stakes in his portfolio, four of which are among his 20 most valuable stakes.


  • Ken Heebner's Most Heavily Weighted Trades In Q1 2015

    Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.

    The portfolio is composed of 67 stocks and 33 of them are new stocks. Total value of the portfolio is $3,656 Mil with 33% Q/Q Turnover and the following are the most weighted trades during the Q1 2015.


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