NWQ Managers

NWQ Managers

Last Update: 2014-08-14

Number of Stocks: 177
Number of New Stocks: 27

Total Value: $9,944 Mil
Q/Q Turnover: 9%

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

NWQ Managers Watch

  • Four Major Reductions by NWQ Managers

    The stocks bought by NWQ Investment Management Company over the past 12 months averaged a return of 22.69%. As of the third quarter, the portfolio lists 160 stocks, 17 of them new, a total value at $10.52 billion, with a quarter-over-quarter turnover of 5%. The portfolio is weighted with top three sectors: financial services at 30.1%, technology at 14.9% and energy at 14.2%.

    Here are the top four reductions made by NWQ Managers in the third quarter of 2013. NWQ Managers significantly reduced CA Technologies, an Internet technology software company that services a product’s total lifecycle. The company reported its second quarter fiscal year 2014 with revenue at $1.14 billion, down 1% from the same fiscal quarter one year ago. Net income was up by 8% (GAAP) at $240 million for the reporting quarter, compared to $222 million in the prior-year quarter. Earnings of $0.53 per diluted share (GAAP) are up by 10%. In the same quarter a year ago, earnings were $0.48 per diluted share, on a GAAP basis.  


  • Sector Watch: Oil & Gas Pending Possible U.S. Strike on Syria

    It's a pivotal week as the U.S. determines its role in Syria. A military strike would greatly impact the oil and gas sectors as well as the global economy. Yesterday ABC News reported on market jitters as the Dow dropped 150 points last Friday immediately after Russian President Vladimir Putin announced that Russia would be backing Syria. Crude is at a two-year high around $110 per barrel. With a U.S. military strike against Syria, both gas and oil prices would be expected to rise.

    According to the GuruFocus Industry Trend screener for aggregate trends, gurus have been selling more than buying in certain oil and gas industry sectors, based on the latest data available. For example, in the oil and gas services sector, billionaire investors made 42 sells and 38 buys; in oil and gas E&P, gurus made 121 sells and 94 buys. The oil and gas integrated sector also shows 38 sells versus 21 buys. In other sectors, investors are almost equally buying and selling shares of oil and gas companies in refining and marketing with 22 buys and 21 sells; in oil and gas drilling there are 26 buys and 27 sells currently posted. However, in oil and gas midstream, there are currently 29 buys and 19 sells.  


  • Value Shop NWQ Management Reports Second Quarter Portfolio; Buys TEVA, CSCO, MKSI, SLXP, GS, C, WFC, IPG, MMI

    Value investing firm Nuveen Investments reports their second quarter portfolio. Nuveen Investments was founded in 1898. NWQ Management is specialized in value investing. They look for undervalued companies with catalysts such as new management, improving fundamentals, renewed focus, industry consolidation or company restricting. As of 06/30/2011, NWQ Investment Management Co owns 134 stocks with a total value of $19.4 billion. These are the details of the buys and sells.

    This is the portfolio chart of NWQ Managers. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.  


  • NWQ Managers Buy Arlington Asset Investment Corporation (AI)

    (GuruFocus, June 11, 2009) Investment Gurus at NWQ Managers have recently initiated a new position in mortgage REIT Arlington Asset Investment Corporation (AI), formerly Friedman, Billings, Ramsey Group Inc.(FBR). On May 29, 2009, NWQ bought 5.6 million shares of FBR at the average price of $0.38 per share.

    Arlington Asset Investment Corporation (AI), formerly Friedman, Billings, Ramsey Group, Inc., invests on a leveraged basis in residential mortgage-backed securities (MBS), including collateralized mortgage obligations (CMOs), either issued by a United States Government agency, or guaranteed as to principal and interest by United States Government agencies or United States Government-sponsored entities. Arlington Asset Investment Corporation has a market cap of $70 million; its shares were traded at around $0.44 with and P/S ratio of 0.1.  


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