Manning & Napier Advisors, Inc

Manning & Napier Advisors, Inc

Last Update: 11-01-2016

Number of Stocks: 320
Number of New Stocks: 19

Total Value: $16,363 Mil
Q/Q Turnover: 7%

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

Manning & Napier Advisors, Inc Watch

  • T. Rowe Price Buys Apple, Pepsi, Western Digital

    John Linehan has been the portfolio manager of T. Rowe Price Equity Income Fund (PRFDX) since November of 2015, taking the reins from Brian Rogers, who managed the Fund since its inception in 1985. The following are the most heavily weighted buys of the second quarter of 2016.


    The fund raised its stake in Total SA ADR. (TOT) by 91.74%, with an impact of 0.68% on the portfolio.

      


  • Manning & Napier June 2016 Perspective

    The U.S. Economy



    There continues to be mixed economic data coming out of the U.S. For example, while manufacturing survey data remain soft and the jobs report released at the beginning of May came in below consensus forecasts, retail sales have been relatively strong and the growth in new home sales has been stellar. The second estimate of growth in first quarter 2016 gross domestic product (GDP) was revised upward, but only to a 0.8% seasonally-adjusted annual rate (the initial estimate was 0.5%). The latest GDP release also included the first official estimate of U.S. corporate profits during the first quarter. Although they grew by 0.3% quarter-over-quarter—a reversal of the previous two quarters of negative growth—profits still decreased 5.8% year-over-year.

      


  • Manning & Napier: First Quarter 2016 International Perspective

    Quarterly Market Review



    Following a volatile and lackluster 2015, global equity markets got off to a rocky start as 2016 opened. The MSCI All Country World Index (ACWI) was down by more than 11% year-to-date as of February 11 before recovering most of its losses by mid-March. By the end of the first quarter, global equities remained in modestly negative territory on a local currency basis and were modestly positive on a U.S. dollar basis. Emerging markets delivered positive performance and handily outperformed developed markets amid a still strong but weakening U.S. dollar, generally declining yields, and commodity prices that rebounded during the latter half of the period to post modest gains for the quarter.

      


  • Manning & Napier Sells Chunks of Stakes in GE, Eli Lilly, Merck

    Manning & Napier Advisors Inc. added a stake in General Electric Co. (NYSE:GE), a Fairfield, Connecticut-based conglomerate, to its portfolio in the second quarter of 2013 and proceeded to contribute more shares to the stake through the rest of 2013 and all through 2014.


    The guru shifted gears and reduced the stake in each quarter in 2015, capping the year by nearly divesting itself of the holding in the fourth quarter.

      


  • Manning & Napier March 2016 Perspective

    The U.S. Economy



    A revised estimate of real gross domestic product (GDP) showed the economy expanded at a 1.0% annualized rate in the fourth quarter, up from an initial estimate of 0.7% growth. A change to inventories accounted for nearly all of the upward revision. The upward revision more than compensated for a downgraded estimate of state and local government spending, which declined at a 1.4% annualized pace versus an initially-estimated 0.6% drop. Although 1.0% annualized growth is by no means stellar, we continue to see evidence that the economy remains resilient. We maintain a constructive view of the U.S. consumer: inflationary wage pressures are showing indications of breaking out, bank lending remains healthy, and retail sales growth continues to be solid.

      


  • Manning & Napier January 2016 Perspective

    The U.S. Economy



    Following its two-day December meeting, the U.S. Federal Reserve’s policy setting Federal Open Market Committee decided to adjust the federal funds policy interest rate for the first time since December 2008. The rate will increase from a target range of 0% to 0.25% to a target range of 0.25% to 0.50%. In explaining its decision, the committee cited improving labor market conditions and its belief that inflation, over the medium-term, should rise toward the committee’s 2% objective. The committee also said it expects economic conditions to develop in a manner which would justify gradual increases in the federal funds rate, and that for some time the rate should remain below levels that are expected to exist in the longer-run.

      


  • Manning & Napier - October 2015 Perspective Market Commentary

    The U.S. Economy


    Following their two day meeting in mid-September, members of the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided not to adjust the federal funds policy interest rate. The rate will remain within the current 0% to 0.25% range, where it has been since December 2008.

      


  • Dean Foods' Aggressive Policy Impacts Its Sales

    Dean Foods Co. (DF) processes and distributes milk, other fluid dairy products, and plant-based beverages in the United States, North America as well as Europe. Its business has two segments: Fresh Dairy Direct and The WhiteWave Foods Company. Fresh Dairy Direct processes and distributes fluid milk and other dairy products in the United States. Its product portfolio includes milk, ice cream, cultured dairy products, creamers, ice cream mix and other dairy products that sold under more than 50 familiar local and regional brands and an array of private labels. It also produces and distributes Tru Mo flavored milk. It currently operates 79 manufacturing facilities in 32 states.


    The price of the stock has dropped today by more than 4% following news about its second-quarter results and the sudden departure of its chairman.

      


  • Why L Brands Can Deliver Strong Growth in the Future

    L Brands, Inc. (NYSE:LB) is a $24.45 billion market cap company, which operates as a specialty retailer of women's intimate and other apparel, beauty and personal care products and accessories under various trade names.


    Growth Drivers

      


  • Ohio-based Bank´s Results Were in the Median of Regional Banking Peers

    In this article, let's take a look at Fifth Third Bancorp (NASDAQ:FITB), a $17.08 billion market cap company, which is a diversified financial services company, based in Cincinnati, which operates 1,340 branches in 12 states, with a focus on Ohio, Michigan and Illinois.


    A top bank

      


  • Cameron International: Facing a Challenging First-Quarter Macro Environment

    In this article, let's take a look at Cameron International Corp (NYSE:CAM), a $9.43 billion market cap company, which is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems, and related oilfield services products.


    Oil Price

      


  • A Closer Look at Bemis Co

    In this article, let's take a look at Bemis Co Inc. (NYSE:BMS), a $4.7 billion market cap company, which is a leading maker of a broad range of flexible packaging and pressure-sensitive materials.


    High-Margin Products

      


  • Verizon's Competition is Higher but Not Enough Yet

    In this article, let's take a look at Verizon Communications Inc. (NYSE:VZ), a $213.3 billion market cap company that is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies with a presence in over 150 countries around the world.


    A leader

      


  • Texas Instruments Trading Close to 52-Week High

    In this article, let's take a look at Texas Instruments Inc. (NASDAQ:TXN), a $52.68 billion market cap company, and one of the world's largest manufacturers of semiconductors. It also produces scientific calculator products and DLP products for TVs and video projectors.


    A Market Leader

      


  • Nordstrom: Definitely a Good Buy

    In this article, let's take a look at Nordstrom Inc. (NYSE:JWN), a $12.37 billion market cap company, a specialty retailer of apparel and accessories, which operates some 260 stores in 35 states.


    A leader

      


  • Understanding Verizon's ROE

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Verizon Communications Inc. (NYSE:VZ).


    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value

      


  • The Nation's Largest Wireless Carrier

    In this article, let's take a look at Verizon Communications Inc. (NYSE:VZ), a $202.45 billion market cap company, which is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies with a presence in more than 150 countries around the world.


    Good business

      


  • Texas Instruments Will Continue to be a Good Candidate for a Long Position

    In this article, let's take a look at Texas Instruments Inc. (NASDAQ:TXN), a $49.1 billion market cap company, which is one of the world's largest manufacturers of semiconductors. It alsoproduces scientific calculator products and DLP products for TVs and video projectors.


    Analog chip market

      


  • Weekly Guru Bargain Highlights: TFM, ABX, AU, PAY, GG

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

    [b]Fresh Market, Inc. (NASDAQ:TFM): Down 27% Since Manning & Napier Advisors, Inc. Bought  


  • Weekly Guru Bargains Highlights: AU, PAY, BVN, ABX, TFM

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

    Anglogold Ashanti Limited (NYSE:AU): Down 23% Since John Hussman Bought In the Quarter Ended on 2012-12-31  


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