Paul Tudor Jones

Paul Tudor Jones

Last Update: 02-16-2016

Number of Stocks: 1612
Number of New Stocks: 396

Total Value: $3,566 Mil
Q/Q Turnover: 35%

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

Paul Tudor Jones Watch

  • CEO and President of Stage Stores Invests in Company

    Michael Glazer (Insider Trades), CEO and president of Stage Stores Inc. (SSI), bought 24,556 company shares on April 8.


    The average price per share was $6.68, for a total transaction of $164,034. Stage Stores operates under Bealls, Goods Palais Royal, Peeble and Stage nameplates, which offer apparel, accessories, cosmetics and footwear for the family. The company has a market cap of $184.37 million and a P/S ratio of 0.13.

      


  • 5 of the Most Discounted, US-Listed Net-Nets

    Ben Graham popularized net-net investing in his legendary book, "The Intelligent Investor." To this day, it’s an area of the market I love to explore.


    Net-net investing means investing in companies that trade at a market price that values them below the value of its cash and cash equivalents, accounts receivable (adjusted for doubtful accounts) and inventory (which you should adjust as well). The total of all liabilities is then subtracted from these current assets to arrive at a net-net value.

      


  • Most-Bought Small Cap Stocks During 4th Quarter

    Small cap companies are generally defined as those with capitalizations between $300 million and $2 billion. While these smaller companies tend to present more risk and volatility than larger stocks, they also have a chance of higher returns and tend to have much less coverage from analysts and the media.


    GuruFocus’ All-in-One Screener provides more than 150 filters to sort investment ideas, including a revenue filter to sort by capitalization. Using the screener, the following are four of the most popular small-cap stocks bought by the gurus during the fourth quarter.

      


  • Insiders Are Selling Facebook and Ford Motor

    The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "March 2016."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • JCPenney CEO Invests in Company

    Marvin Ellison (Insider Trades), CEO of JCPenney Co. Inc. (JCP), bought 50,000 shares of the company on March 9.


    The average price per share was $11.80 for a total transaction of $590,000. JCPenney is an apparel and home furnishings retailer with a market cap of $3.53 billion and a P/S ratio of 0.28.

      


  • Tilson Explains New Short in Lumber Liquidators in 1 Word: Cancer

    Whitney Tilson (Trades, Portfolio), founder of Kase Capital Management, released a presentation Tuesday regarding his new short position in Lumber Liquidators (NYSE:LL), outlining six main reasons that may lead to a 50-50 chance of the company reaching bankruptcy.


    Tilson first announced a short position in the flooring company in November 2013 on allegations that Lumber Liquidators was selling Chinese-made flooring tainted with formaldehyde, putting customers at risk for cancer. He then covered the short this past December on a tip that company management was unaware that it was selling toxic flooring. With no “smoking gun,” Tilson wrote in the presentation that “the company was sloppy and naïve, but not evil.”

      


  • Paul Tudor Jones Reduces Position in Facebook by More Than 23%

    Paul Tudor Jones (Trades, Portfolio), president and founder of Tudor Investment Corporation, invests in a lot of new stakes every quarter. He acquired nearly 400 new stakes in the fourth quarter, but most were modest. His most significant fourth-quarter transaction was the reduction of his stake in Facebook Inc. (NASDAQ:FB).


    Jones trimmed his stake in Facebook, a Menlo Park, California-based social networking service, by more than 23%, selling 515,265 shares for an average price of $102.98 per share. The deal had a -1.57% impact on Jones’ portfolio.

      


  • Top Insider Trades of the Week

    The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • CEO of Jakks Pacific Buys 5,000 Shares of Company

    Stephen Berman (Insider Trades), CEO, president and secretary of Jakks Pacific Inc. (JAKK), bought 5,000 shares of the company on Feb. 29. The average price per share was $6.94 for a total transaction cost of $34,700. Jakks Pacific is a designer and marketer of children’s toys. The company has a market cap of $135.13 million and P/S ratio of 0.15.


    The number and volume of insider transactions from 2013 to 2016 did not follow an obvious increasing or decreasing trend. There were three insider buys in 2013, all conducted by 10% owner Patrick Soon Shiong (Insider Trades). Soon Shiong also sold 226,791 shares in the only two insider sells of JAKK in 2015. Oasis Management Co. Ltd., another 10% owner, also purchased 1,344,050 shares in the only three insider buys in 2015. Aside from Berman’s aforementioned transaction, there were two other insider trades in the first two months of 2016. Directors Rex Poulsen (Insider Trades) and Michael Sitrick (Insider Trades) acquired 10,000 and 35,000 shares at an average price of $6.87 and $6.75 per share. The increase in insider buys in the beginning of 2016 correlates to a decrease in month-end price. 1456861006090.png 1456861012928.png For more information about insider trades with JAKK, click here.

      


  • This Local Business Review Stock Could Soar by 250%

    It’s always interesting to look at stocks that just experienced significant plunges in the stock prices. There might be a lot of opportunities for investors to buy stocks at dirt-cheap prices. Yelp (NYSE:YELP) is a typical example.


    The company went public at the beginning of March 2012 at $15 per share. In the first day of trading, Yelp saw its share price surge rapidly, up to $26 per share. Two years later, in March 2014, its share price went as high as nearly $100 per share. Since then, its stock price has been on the down trend, and it was trading at $19.12 per share Thursday. In the fourth quarter of 2015, a lot of famous investors including Jim Simons (Trades, Portfolio), David Einhorn (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio) and Lee Ainslie (Trades, Portfolio) got into the stock.

      


  • Jana Partners Trims Stakes in Rackspace, Time Warner, Hertz

    Jana Partners, an investment manager specializing in event-driven investing, reduced several stakes in the third quarter.


    It reduced its stake in Rackspace Hosting Inc. (RAX) by 83.50% with an impact of -2.03% on the portfolio. It now holds 1.35% of the company's outstanding shares, and the stake has a 0.51% weighting in the portfolio.

      


  • Roundys Among Largest Insiders' Buys of the Week

    The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "December 2015."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • Tweedy Browne Cuts Alphabet, Union Pacific and Philip Morris

    Tweedy Browne cut many of its stakes below 0.2% in the third quarter. It is an investment partnership owned by its four managing directors – William H. Browne, John D. Spears, Thomas H. Shrager and Robert Q. Wyckoff Jr.


    3M Co. (MMM)

      


  • Caxton Gains From Apple, Morgan Stanley, Disney, McDonald's, PepsiCo

    Caxton Associates sold many stocks in the third quarter; the following are the trades that brought it some gains. Caxton had gains of 61%, 25%, 23%, 14% and 14% and from Apple Inc. (AAPL), Morgan Stanley (MS)Walt Disney Co. (DIS), Mondelez International Inc. (MDLZ) and Wendy's Co. (WEN).


    Bruce Stanley Kovner is the founder and chairman of Caxton Associates (Trades, Portfolio), L.L.C. He is also a chairman of CxSynta LLC.

      


  • NWQ Managers Reduces Stakes in Microsoft, MetLife and Teva Pharmaceutical

    NWQ Managers (Trades, Portfolio) reduced several of its stakes in the third quarter, some by more than 43%.


    It is a value-oriented money management firm with several funds products and more than $54 billion under management. The firm does bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals.

      


  • Louis Moore Bacon Cuts Stakes in Amazon, Facebook Well Above Purchase Prices

    Louis Moore Bacon (Trades, Portfolio) was born in 1956 and is an American hedge fund manager and trader who uses a global macro strategy to invest in the markets. Bacon has been in the top 20 of the top 100 money earners since the 1990s.


    The following are the stakes that Bacon reduced in the third quarter.

      


  • Paul Tudor Jones Sells Stake in Pall Corporation

    In keeping with the sector weightings in his portfolio, Paul Tudor Jones (Trades, Portfolio)’ most prominent third-quarter transaction was in an ETF, but most of his other large deals came in much less heavily weighted sectors, such as financial services.


    Jones’ most noteworthy third-quarter transaction was the sale of his 1,636,969-share stake in iShares iBoxx $ High Yid. Corp. Bond ETF (HYG) for an average price of $86.68 per share. The divestiture had a -4.25% impact on his portfolio.

      


  • Insiders Buy Shares at Northern Oil & Gas, Wynn Resorts

    The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "December 2015."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • Reasons to Avoid Blackbaud Inc. at Current Levels

    Blackbaud Inc. (NASDAQ:BLKB) stock is trading near its 52-week high of $63.27. The current price level is important for investors who buy stocks when the price exceeds its 52-week high, based on the feeling that if price breaks out from that level, there will be a “momentum” to bet for a favorable price movement.


    This mid-cap stock provides software solutions and related services for nonprofit, charitable giving, and education communities worldwide. Among their recent initiatives, it has launched the first upgrade to its cloud-based solution eTapestry CRM, introducing analytics features that will benefit smaller non-profit organizations, reducing costs and providing flexibility.

      


  • Mattress Firm's Stock Plummets After Beating Estimates

    Mattress Firm Holding Corp (NASDAQ:MFRM) operates as a specialty retailer of mattresses and related products and accessories in the U.S. Shares of the company tumbled almost 5% in Monday’s trading after reporting better-than-expected earnings for its fiscal third quarter ended Nov. 3.


    Earnings per share increased by 48% to 67 cents per share compared to 45 cents per share in the same period the year before. Excluding special items, the adjusted earnings came in at 82 cents per share, beating estimates by 1 cent. Further, revenue rose 50.7% year-over-year to $699.5 million and beats by $38.87 million, due to incremental sales from acquired and new stores, and comparable-store sales growth of 3.8%.

      


  • Paul Tudor Jones Exits Positions in Motorola, Pall Corp.

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation. He manages a portfolio composed of 1510 stock that has a total value of $2.9 billion.


    The following are the stocks that Tudor Jones sold out during the third quarter.

      


  • 3 Gurus Add Beauty to Portfolio With Regis Corp.

    After getting a haircut today and thinking about beauty salons, I decided to research Regis Corporation (NYSE:RGS),  which is the largest hair salon chain in the world with over 10,000 salons.


    Some of the company's brands and salons include City Looks, Famous Hair, Best Cuts, Saturday’s, HCUK, Supercuts, Pro-Cuts, Hair Crafters, Magicuts, Mastercuts, Borics Hair, Hair by Stewarts, SmartStyle, Cost and Vidal Sassoon.

      


  • Medtronic Continues to Report Solid Numbers

    Medtronic PLC (NYSE:MDT) is a global medical device manufacturer that has leadership positions in the pacemaker, defibrillator, orthopedic, diabetes management and other medical markets. Shares of the company were volatile in Thursday’s trading after reporting better-than-expected earnings for its fiscal second quarter of the fiscal year 2016.


    Beats estimates by 3 cents, revenue in line

      


  • Alexion Pharmaceuticals Loses Position in Swensen's Portfolio

    David Swensen (Trades, Portfolio) has been the chief investment officer of Yale University's endowment fund since 1985. He is responsible for managing and investing the university's endowment assets and investment funds. Here are his most weighted stocks that got new positions or lost their positions in the portfolio during the third quarter.


    During the second quarter Swensen bought 319,273 shares of Alexion Pharmaceuticals Inc. (ALXN) for an average price of $172.57; in the third quarter he sold his shares for more than its purchase price at $182.41 and gained 6%. The deal had an impact of -16.37% on his portfolio.

      


  • Eric Mindich Sells Stakes in Catamaran and Alphabet in 3rd Quarter

    Eton Park was founded in 2004 by Eric Mindich (Trades, Portfolio). It is a global alternative investment firm that seeks to provide investors with superior, risk-adjusted returns over the long term. Eton Park invests on behalf of charitable organizations, endowments, pension funds, family offices and others worldwide.


    During the third quarter Mindich sold out 11 stakes and reduced another four; the following are his largest sales during the quarter.

      


  • Bill Nygren Cuts Stake in Omnicom Group More Than 40%

    Bill Nygren (Trades, Portfolio) is portfolio manager of the Oakmark Fund, which is a diversified fund that seeks long-term capital appreciation by investing primarily in larger capitalization U.S. companies. The following are the stakes that Nygren reduced in the third quarter.


    Amazon.com Inc. (AMZN)

      


  • 3 Investment Opportunities Both Insiders and Gurus Are Buying

    As I consider myself something of a cratedigger of a value investor, GuruFocus is a valuable source of information. I’m always looking for new ideas and one cool screen GuruFocus has is the Double Buy screen. It allows you to see which stocks have been bought by both gurus and insiders. Separately that is data I am already interested in but screening for both at the same time is beyond good. These are currently the top three stocks that come up on the screen:


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  • 'Alcoa's Transformation Is Paying Off' Presentation

    GuruFocus recently published an article bringing to my attention that a number of well-known investors like Seth Klarman (Trades, Portfolio), Joel Greenblatt (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio), and Paul Singer (Trades, Portfolio) have recently purchased shares of aluminum company Alcoa (NYSE:AA).


    I found the video below to be extremely helpful in giving a great overview of the company. It's a presentation titled "Alcoa's Transformation is Paying Off," given by CEO Klaus Kleinfeld. The video was published in May 2014. Readers should keep in mind that Alcoa's stock price has dropped from ~$13 per share at the time of the presentation to today's current price of $9.41 per share largely due to the drop in aluminum prices.

      


  • Paul Tudor Jones' Top 3 Stocks Includes Facebook as the Top Growing Stock

    Paul Tudor Jones (Trades, Portfolio)' Tudor Investment Corp. disclosed an equity portfolio valued at some $2.96 billion at the end of the quarter Sept. 30. The equity portfolio is mainly invested in Finance (27%), Technology (25%) and Consumer Discretionary (11%) stocks.


    Among the 10 largest holdings from Tudor Investment’s equity portfolio (which comprises 31.3% of the total portfolio value), the top three positions are Facebook Inc. (NASDAQ:FB), NCR Corp. (NYSE:NCR) and Time Warner Cable Inc. (NYSE:TWC).

      


  • Insiders Sell Paycom, Facebook and Virtu Financial, Buy KaloBios

    The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "November 2015."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • Officer of FireEye Invests in Company

    Michael Berry (Insider Trades), senior vice president and CFO of FireEye Inc. (NASDAQ:FEYE), bought 13,500 shares of the company on Nov. 6. The average price per share was $22.68 for a total transaction of $306,180.


    FireEye specializes in providing enterprises and governments worldwide with a virtual machine-based security platform that provides real-time protection against hackers. The company has a market cap of $3.80 billion and a P/S ratio of 5.97.

      


  • Muhlenkamp's Sales Outnumber Buys in Quarter

    Ronald Muhlenkamp (Trades, Portfolio) of Muhlenkamp & Co. Inc. did more selling than buying in the third quarter. At least, his largest transactions of the quarter were sales. That doesn’t mean he didn’t also buy some stocks in the quarter, but Muhlenkamp’s sales clearly outnumbered his buys.


    Muhlenkamp’s most significant third-quarter transaction was the reduction of his stake in American Axle & Mfg. Holdings Inc. (NYSE:AXL), a Detroit-based maker of automotive systems and components, by 803,970 shares. Muhlenkamp sold the shares for an average price of $20.22 per share. The deal had a -3.64% impact on his portfolio.

      


  • Is Strayer Education a Buy in the For-Profit College Industry?

    Strayer Education (NASDAQ:STRA) manages for-profit colleges. It reported third-quarter results last week, and the stock has dropped 9% to $53 per share. Strayer University was founded in 1892 and currently has approximately 80 physical campuses (see campus locations below). The company offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration and criminal justice. Strayer University also offers an executive MBA online through the Jack Welch Management Institute.


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  • Hedge Fund Legend Paul Tudor Jones on the Unusual Situation Facing the Fed

    We don't often get a chance to hear from investing legend Paul Tudor Jones (Trades, Portfolio).


    This week we did and what he observed is that in these macro conditions – a big bear market in commodities and slowing global growth – you always see the Fed easing.

      


  • Top Insider Trades of the Week

    The All-In-One Guru Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "September 2015."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • Intrepid Potash Inc. Insider Buys Almost 40,000 Shares

    Robert Jornayvaz (Insider Trades), CEO, president and 10% owner of Intrepid Potash Inc. (IPI), bought 39,968 shares of the company on Sept. 23. The average price per share was $5.87 for a total transaction of $234,612. Intrepid Potash Inc. is the sole U.S. producer of potash and supplies 9% of the country’s annual consumption. Intrepid Potash also produces a specialty fertilizer called Trio, which delivers three key nutrients, potassium, magnesium and sulfate in a single particle. The company has a market cap of $452.45 million and a P/S ratio of 1.34.


    Insider buys of the company increased from 2012 to 2015; on the other hand, insider sales of the company decreased during the same period of time. There were six insider sales in 2012 totaling 923,479 shares, and no insider sales as of this month. The inverse is true for 2015. There were no insider buys in 2012, but there were three insider buys totaling 130,688 shares of the company in 2015. Jornayvaz made all three of the insider buys in 2015 and another insider buy in 2013, which add up to a total of 150,688 shares. His earliest buy has decreased nearly 70% since the purchase. Jornayvaz also sold 3,931,051 shares of IPI in 14 transactions since November 2009. His earliest sale has also decreased about 70% since then. 1443212752734.png 1443212759527.png For more information about insider trades with IPI, click here.

      


  • Broadcom, Pall Corp. Among Paul Tudor Jones' Recent Buys

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation, the first of the Tudor Group companies, which is a group of affiliated entities engaged in the management of client and proprietary assets. The Tudor Group manages assets across fixed income, currency, equity and commodity asset classes and related derivative instruments in the global markets for an international clientele.


    He manages a portfolio comprised of 1,464 stocks with a total value of $3,419 million. During the last quarter, he bought more than 350 new stocks, and the following are the largest buys.

      


  • Undervalued Stocks Among Chuck Royce's Recent Buys

    Chuck Royce (Trades, Portfolio) is the president, co-chief investment officer and portfolio manager of Royce & Associates LLC, a hedge fund with a $23,670 million portfolio composed of 1211 stocks. According to GuruFocus' All-In-One screener, the following are the companies he recently bought that are trading with a wide margin of safety.


    During second quarter 2015, he increased his stake in World Acceptance Corp. (WRLD) by 20%, and the company looks undervalued at the current price of $36. The DCF calculator gives a fair value of $351.87 with a current margin of safety of 90%. GuruFocus users gives as fair value half the price suggested by the DCF calculator, with $171.66 that is the average price after 13 votes.

      


  • Genuine Parts Company: An Attractive Stock That Mario Gabelli Thinks Will Double

    Genuine Parts Company (NYSE:GPC) sells under the Napa brand for automotive replacement parts, the Motion Industrial brand for industrial replacement parts, the S.P. Richards brand for office products and the EIS brand for electrical/electronic materials. The company was founded in 1928 in Atlanta, Ga. GPC has 2,600 locations with stores in the U.S., Canada, Australia, New Zealand, Mexico and Puerto Rico. The stock current trades at ~$84/share with a PE ratio of 17.4.


    The below charts show percent of revenue and operating profit by segment for the most recent six months. You can see the automotive segment accounts for the majority of its profit. A tailwind helping GPC, and other other auto parts retailers, is that Americans are holding onto their cars longer. According to IHS, the average age of vehicles on the road in the U.S. has hit a high of 11.5 years. In the latest six months, the office products segment was the bright spot by contributing 15.7% Y-O-Y growth.

      


  • Can Paul Tudor Jones Fix Income Inequality?

    Famed investor Paul Tudor Jones (Trades, Portfolio) believes that we’re headed for trouble if we don’t shrink the wealth gap. His solution? Pressure companies to be more just.


    On the tony Belle Haven peninsula in Greenwich, Conn., overlooking Long Island Sound, sits a massive neoclassical house that looks as if it could have been transplanted from the University of Virginia campus, the alma mater of the property’s owner: hedge fund billionaire Paul Tudor Jones (Trades, Portfolio) II. A mansion on Greenwich’s gold coast might not be the most obvious place to go looking for solutions to America’s growing wealth gap. Yet it was there two years ago that Jones began hatching a plan to shrink the widening chasm between rich and poor.

      


  • Avery Dennison Reported Another Solid Quarter

    In this article, let's take a look at Avery Dennison Corporation (NYSE:AVY), a $5.31 billion market cap company that is a leading worldwide manufacturer of pressure-sensitive adhesives and materials, labels and retail systems.


    A principal player

      


  • Harvest Capital Strategies Buys Ambarella

    At the end of the second quarter of 2015, hedge fund Harvest Capital Strategies LLC reported a total value of its portfolio of $775 million, with a decrease of 31.84% since the previous quarter. During the quarter, it bought 44 new stocks and increased 42 of its stakes. The following are the most heavily weighted buys during the quarter.



      


  • Officer of CA Inc. Sells 70,402 Company Shares

    Richard Beckert (Insider Trades), executive vice president and CFO of CA Inc. (CA), sold 70,402 shares of the company on Aug. 21. The average price per share was $28.49, for a total transaction of $2,005,753. CA Technologies is a worldwide software company with a market cap of 11.68 billion, and a P/S ratio of 2.89.


    Beckert made one transaction with CA Inc. since September 2003. CA insider sells decreased from five transactions totaling 145,744 shares of the company in 2012, to three transactions totaling 75,997 shares in 2014. There was an increase in the number and volume of insider sells during 2013. Twenty-five transactions totaling 805,270 shares were made in that year alone, more than doubling the amount for the years 2012 and 2014 combined. The increase in number of CA insider sells corresponds to an increase in month. 1440474006341.png 1440474146504.png For more information about insider transactions with CA Inc., click here.

      


  • Methode Electronics: A Stock Worthy of Consideration After a 42% Fall

    Methode Electronics, Inc. (NYSE:MEI) traded at $47/share before Q4’15 earnings release on 6/25/15. Today, the stock is at ~$27/share, a drop of over 42%. Revenues for FY’15 were $881M. Market Cap is $1.04B. Gurus that have positions include Jim Simons, Paul Tudor Jones, and Joel Greenblatt You can see their purchase prices here.


    Company

      


  • Three Stocks With Growing EPS Near 52-Week Lows - Part III

    With these articles, thanks to GuruFocus All-In-One Screener, I want to highlight stocks that have a strong price correction and are trading near their 52-week low. These stocks can be good for investors, since they reported growing earnings over the last few years.


    Yandex NV (YNDX)

      


  • Insiders Top Buys: Amyris Inc.

    The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying from “$500,000+” and Duration to "July 2015."


    According to the above filters, the following are the recent buys from company insiders over the past week:

      


  • Coach's Opportunity for Growth

    In this article, let's take a look at Coach Inc. (NYSE:COH), a $8.62 billion market cap company, that designs, makes and markets fine accessories for women and men, including handbags, weekend and travel accessories, outerwear, footwear and business cases.


    Opportunity for growth

      


  • CEO of Del Frisco's Restaurant Group Buys 5,000 Shares Of Company Stock

    Mark Mednansky (Insider Trades), CEO of Del Frisco’s Restaurant Group Inc. (DFRG), bought 5,000 shares of the company on July 27, 2015. The average price per share was $14.40, for a total transaction of $72,000. Del Frisco’s Restaurant Group is a collection of 47 restaurants that vary from Sullivan’s Steakhouse, a great neighborhood place, to Del Frisco’s Grille, a modern take on a classic bar. DFRG’s market cap is $349.40 million, and P/S ratio is 1.07.


    Mednansky bought 23,000 shares of the company in five transactions since July 2012. His first transaction increased about 10% since the purchase. DFRG CFO, Thomas Pennison (Insider Trades), also bought 6,850 shares of the company at an average price of $14.47 per share on July 27, 2015. Additionally, DFRG Director, Ian Carter (Insider Trades) bought 13,750 shares of the company on the same day. The average per share price was $14.49. There have been 10 insider buys totaling 49,600 shares of the company, and 8 insider sells totaling 18,005,667 shares since July 2012. 10% owner of DFRG, John Grayken (Insider Trades), made 5 of the 8 insider sells in 2013. Grayken sold out all his 13,244,667 shares of the company from March to December 2013. The number and frequency of insider buys of the company are inversely related to the month end price. 1438114149899.png 1438114156908.png

      


  • Paul Tudor Jones' Undervalued Stocks Trading With Low P/E Ratio

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation which is the group of affiliated entities engaged in the management of client and proprietary assets. Paul Tudor Jones (Trades, Portfolio) II formed Tudor Investment Corporation, the first of the Tudor Group companies, in 1980. The investment strategies of the Tudor Group include, among others, discretionary global macro, quantitative global macro (managed futures), quantitative equity systems and discretionary equity long/short.


    His portfolio is composed of 1,423 stocks, 349 of which were bought during the first quarter of 2015. The total value of his portfolio is $3,126 million with 37% Q/Q turnover.

      


  • The Market for Tobacco Alternatives Continues to Evolve

    In this article let's take a look at Philip Morris International Inc. (NYSE:PM), the global tobacco giant that sells cigarettes in over 200 countries, which manufactures and markets the number one cigarette brand: Marlboro.


    Next generation of ecigarettes

      


  • 5 High-Yield Tech Stocks Gurus Are Buying

    GuruFocus provides a High Yield Dividend Stock page for income investors. This feature allows you to sort stocks by business predictability, or whether gurus are currently holding the stock. Further, you can narrow companies down by sector and market capitalization.


    The following are five high-yielding companies in the technology sector that gurus are buying.

      


  • Paul Tudor Jones' Highest Performing Stocks

    According to GuruFocus' All-In-One screener, the following are the highest-performing stocks in Paul Tudor Jones (Trades, Portfolio)’ portfolio during the first quarter of 2015.


    Synergy Pharmaceuticals Inc. (SGYP)

      


  • Duke Energy Provides Upside Potential

    Jim Simons (Trades, Portfolio) decreased his position in Duke Energy Corporation (NYSE:DUK) through Renaissance Technologies by 4% to $166.6 million in the company's latest filing, with 2.17 million shares.


    On the other hand, Israel Englander remains bullish on the company as evidenced by its increased position in the company's shares, so let´s try to find the intrinsic value of the stock based on an absolute valuation model and see if we can find an upside potential in this stock. Then, we are going to calculate the same value with the new dividend declared by the company.

      


  • 5 Stocks Gurus, Insiders, and Companies Are Buying

    While GuruFocus now follows the holdings of all U.S. investors who file a 13-F form (available with the Premium Plus membership), it can be beneficial to have added conviction than to simply know what the gurus are buying.


    For this, GuruFocus provides a Triple Buys page to list stocks that gurus, insiders, and the company itself are all buying. Famed investor Peter Lynch wrote that insiders buy stock because they believe the price will increase, while share buybacks increase the portion of the company that shareholders own.

      


  • Mason Hawkins keeps on buying Triangle Petroleum

    Mason Hawkins (Trades, Portfolio) has been chairman and chief executive officer of Southeastern Asset Management since 1975, and its investment philosophy has been to consistently employ its time-tested value approach to long-only equity investing based on owning strong businesses with good people at deeply discounted prices. It seeks to reduce risk and deliver positive absolute returns for investors over time. Southeastern is 100% employee-owned and manages both the Longleaf Partners Funds and separately managed accounts for institutional clients.


    His portfolio is composed of 30 stocks and has a total value of $15,932 Mil.

      


  • Litespeed Management adds to its stake in MedAssets

    Litespeed Management, L.L.C. was founded by Jamie Zimmerman in October 2000 and is an event-driven hedge fund focusing on special situations, distressed securities, and bankruptcies by providing its services to pooled investment vehicles.


    It had more than $2.36 billion assets under management in March, 2014 and this fund invests only a small percentage of its assets in equities and options. Taken from Litespeed Management latest Adv, the fund reported to have 17 full and part-time employees. Five years after its establishment by Zimmerman the company gave back 118% between October 2000 and December 2005.

      


  • Xerox's Shares Down by 23%

    In this article, let's take a look at Xerox Corporation (NYSE:XRX), a $11.73 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations intheme parks, filmed entertainment, television broadcasting and consumer products.


    Bullish sentiments

      


  • One of Icahn's Favorite Stocks Seems to be Overvalued

    One well-known activist investor, Carl Icahn (Trades, Portfolio), further increased his position in Chesapeake Energy Corporation (NYSE:CHK) through Icahn Capital LP by 10% to $1.03 billion in the company's latest filing, with 73.05 million shares. Chesapeake is Icahn's eighth-largest holding in its $32.05 billion portfolio, and the stake represents 3.2% of Icahn´s portfolio, so we can conclude that the stock´s performance will affect its performance.


    Icahn remains bullish on the company as evidenced by his increased position in the company's shares, so let´s try to find the intrinsic value of the stock based on an absolute valuation model and see if we can have an upside potential in this stock.

      


  • Reasons to Bet On Darden Restaurants

    Darden Restaurants, Inc. (NYSE:DRI) stock is trading near its 52-week high of $73.40. Although the stock price is relatively expensive to the rest of the industry, in my opinion, it is a "buy" at this current price level.


    Analysis

      


  • Reasons to Buy Carter's

    Shares of Carter's, Inc. (NYSE:CRI) reached a 52-week high of $108.34 on June 23. Investors’ confidence got a boost after the company announced its quarter results.


    In fact, shares have been gaining momentum since the company reported better-than-expected first quarter revenues and results. Shares of the firm closed at $107.35, amassing a year-to-date return of 59.6%, which I consider very good when compared to a market benchmark such as the SPDR S&P 500 ETF (SPY).

      


  • Paul Tudor Jones' Top Three Stocks Deliver Positive Returns

    Paul Tudor Jones (Trades, Portfolio)´ Tudor Investment Corp disclosed an equity portfolio valued at some $3.13 billion at the end of the first quarter of 2015. The equity portfolio is mainly invested in Technology (22%), Health Care (20%) and Finance (16%) stocks.


    In this article we will look into the top three holdings held at the end of Q1. Among the 10 largest holdings from Tudor Investment’s equity portfolio (which comprises 20.95% of the total portfolio value), the three top positions are: Automatic Data Processing, Inc. (NASDAQ:ADP), NCR Corporation (NYSE:NCR) and Pfizer Inc. (NYSE:PFE).

      


  • Stocks Guru Investors Are Buying in the Worst-Performing Sector - Utilities

    Value investors often like to find gems among lackluster sectors. In 2015, the most floundering is Utilities. According to Morningstar, these stocks have gained 0.33% year-to-date, far below the next lowest performing, Energy, which gained 6.36%.

      


  • Will El Pollo Loco Starts To Grow ?

    El Pollo Loco Holdings Inc (LOCO) or El Pollo Loco, pronounced “L Po-yo Lo-co” in Spanish that means “The Crazy Chicken,” is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. It operates within the restaurant industry, the LSR segment. It is engaged in restaurant concept that specializes in fire-grilling citrus-marinated chicken in front of its customers. The company opened its first location on Alvarado Street in Los Angeles, California in 1980, and currently it has approximately 401 restaurants, comprised of 168 company-operated and 233 franchised restaurants.


    The franchise model is set to be a great limitation for the company, when compared to the main competitor Chipotle Mexican Grill (CMG) that owns its restaurants so it can maximize its revenue, offering to investors a better growth rate.

      


  • Insiders New Buys: Bruker Corp

    The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$2,000,000+” and Duration to "over the past 7 days".


    With the above filters, just one trade met that criteria.

      


  • Paul Tudor Jones Buys Stakes in ADP and Visa

    Paul Tudor Jones (Trades, Portfolio), founder of Tudor Investment Corporation, has been estimated to be worth in excess of $4 billion. Much of his money was made when he predicted “Black Monday” in October 1987, thanks to large short positions.


    He makes hundreds of transactions every quarter. The transaction with the greatest impact to Jones’ portfolio in the first quarter of 2015 was the selling of his 2,328,800-share stake in SPDR S&P 500 ETF (SPY) for an average price of $205.57 per share. That sale had a -4.6% impact on his portfolio.

      


  • 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.

      


  • Mario Cibelli Trims Largest Position: Shutterfly Inc.

    Investor Mario Cibelli (Trades, Portfolio)’s Marathon Partners reduced its largest position, Shutterfly Inc. (NASDAQ:SFLY), where it has been pushing for change, GuruFocus Real Time Picks reported today.


    Marathon Partners trimmed the position by 10.93%, dropping its shares held to 1,670,000, or 4.5% of the company’s shares outstanding, from 2,034,800 shares, or 5.4% of the shares outstanding, reportedly held on May 18. The position occupied more than one-third of Marathon’s portfolio.

      


  • 3 Undervalued Stocks Using the Peter Lynch Analysis - Part 4

    From my watch list, these three companies are undervalued based on the Peter Lynch Price Value.


    1) Seagate Technology PLC (STX)

      


  • Paul Tudor Jones initiates a position in Monsanto

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation. He is one of the most successful investors of current times. Last quarter, he initiated a position in Monsanto (NYSE:MON) by buying 37,567 shares. The following chart shows his holding history in the company.


      


  • Paul Tudor Jones Adds To Position in CSX Corp

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation. He is one of the most successful investors of current times. Last quarter, he increased his stake in CSX Corporation (NASDAQ:CSX) by buying 142,379 shares. As of March 31, he held 325,494 shares of the company.


      


  • Paul Tudor Jones Adds To Position in Cooper Tire

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation. He is one of the most successful investors of current times. Last quarter, he increased his stake in Cooper Tire & Rubber Company’s (CTB) by buying 16,533 shares. As of March 31, he held 24,698 shares of the company.


      


  • Steven Cohen's recent trades

    Point72 Asset Management L.P. is a family office managing the assets of its founder Steven A. Cohen. It is headquartered in Connecticut, and its portfolio is now composed of 673 stocks and has a total value of $14,673 million.


    The most recent trades are about massive adds to stakes in Bloomin Brands Inc (BLMN), Green Plains Inc (GPRE) and Alon USA Energy Inc (ALJ).

      


  • David Abrams Adds to Two Stakes and Buys One in First Quarter

    David Abrams (Trades, Portfolio) is the founder of Abrams Capital Management, which oversees nearly $8 billion in assets. Most of Abrams’ holdings are in banking, but his buys and adds in the first quarter were largely in communications.

    Most of Abrams’ holdings in his 12-stock portfolio were untouched in the first quarter, but his addition of 700,000 shares to his stake in Directv (NASDAQ:DTV), a California-based direct broadcast satellite service provider, had a dramatic influence on his portfolio.  


  • Paul Tudor Jones Adds to His United Technologies Position

    Paul Tudor Jones (Trades, Portfolio) is the president and founder of Tudor Investment Corporation. He is one of the most successful investors of current times. Last quarter, he increased his stake in United Technologies (NYSE:UTX) by buying 33,053 shares. As of March 31, 2015, he was holding 50,635 shares of the company.


      


  • Castleton Commodities Seeking To Acquire Morgan Stanley’s Physical Oil Business

    The Connecticut-based independent global commodities merchant, Castleton Commodities International, took over the slumping physical oil business of Morgan Stanley (NYSE:MS), which has been the largest and oldest on Wall Street. The details of the deal were not disclosed; however, analysts are of the belief that the deal must have been worth a little more than $1 billion. Through the deal, while Morgan Stanley’s 30 years of leadership in the physical oil markets will come to an end, Castleton commodities is set to gain a number of oil tank storage leases, physical oil supply and purchase contracts and a team of around 100 traders.


    Proceedings of the deal

      


  • Paul Tudor Jones' growing stocks trading at low P/E

    Paul Tudor Jones (Trades, Portfolio) II is the president and founder of Tudor Investment Corporation, a hedge fund composed of 1418 stocks and with a total value of $2,876 Mil. Since Inception the fund returned a 6% to the investor, and with this article I want to highlight the most growing stocks of his portfolio that are trading at very low P/E ratio, thanks to Guru Focus All-In-One Screener


    Trinity Industries Inc (TRN)

      


  • Paul Tudor Jones' Growing Stocks trading at low P/E

    Paul Tudor Jones (Trades, Portfolio) II is the president and founder of Tudor Investment Corporation, a hedge fund composed of 1418 stocks and with a total value of $2,876 Mil. Since Inception the fund returned a 6% to the investor, and with this article I want to highlight the most growing stocks of his portfolio that are trading at very low P/E ratio, thanks to Guru Focus All-In-One Screener


    Trinity Industries Inc (TRN)

      


  • Hedge Fund Titan Paul Tudor Jones – Why We Need To Rethink Capitalism

    Talk about biting the hand that feeds you!


    Hedge fund billionaire Paul Tudor Jones (Trades, Portfolio) thinks that we need to rethink capitalism because its laser focus on profits is threatining the underpinning of society.

      


  • Fifth Street Finance Announced a Dividend Cut, But I Will Follow Zeke Ashton and Push the “Buy Button”

    In this article, let's take a look at Fifth Street Finance Corporation (NASDAQ:FSC), a $1.09 billion market cap company, which is a growing asset manager that provides credit solutions to small and mid-sized businesses.


    Principal hedge fund's activity

      


  • Why Several Hedge Fund Managers Initiated a Position in Alcoa

    In this article, let's take a look at Alcoa Inc. (NYSE:AA), a $15.79 billion market cap company, which is one of the world's largest producers of aluminum and alumina.


    Aerospace and Auto Industry

      


  • 5 Industrial Stocks Gurus Are Buying

    Last month, the U.S. added 126,000 jobs, and unemployment remained unchanged at 5.5%. Since the jobs figure was well under economist estimates of 248,000 jobs, it’s reasonable to be wary of the performance of industrial stocks. These companies’ are involved in home building, manufacturing, and other activities tied to the state of the economy.


    GuruFocus provides an All-In-One-Screener that can be used to narrow stock choices with more than 150 filters. For this article, we screened for industrial companies headquartered outside the U.S., in which at least five gurus are currently buying as of the fourth quarter. The following are the top five stocks in terms of number of gurus with current positions.

      


  • Joel Greenblatt, Paul Tudor Jones and John Burbank Added this Big-Cap Stock

    In this article, let's take a look at Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT), a $14.34 billion market cap company, which operates as a hotel and leisure company which is comprised of a hospitality network of approximately 1,200 full service hotels, vacation ownership resorts and residential developments.


    Diversify globally

      


  • Louis Moore Bacon Adds this Micro Cap That Has a Solid Price Appreciation

    Louis Moore Bacon (Trades, Portfolio) is an American hedge fund manager and trader who uses a global macro strategy to invest in the markets. Bacon has been in the top 20 of Top 100 money earners since the 1990s, and he is considered one of the top 100 traders of the 20th century.


    He is the manager of a leading New York City-based hedge fund, Moore Capital Management, which had $3.17 billion under management at Dec. 31, 2014. The investor reported increasing his stake in Levy Acquisition Corp. (LEVY), a $252.5 million market cap, according to GuruFocus Real Time Picks. So in this article, we are going to try to find an explanation for this long position.

      


  • The Mosaic Company Hikes Dividends and Moves Higher

    In this article, let's take a look at The Mosaic Company (NYSE:MOS), a $17.33 billion market cap company, which produces and markets concentrated phosphate and potash crop nutrients for the agricultural industry worldwide.


    Dividend Hike

      


  • Other Highly Concentrated Fund´s Portfolio

    Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into David Tepper (Trades, Portfolio)´s Appaloosa Management LP.


    Recently the fund reported its equity portfolio, as at the end of December. The total value of the portfolio amounted to $4.05 billion. The filing revealed that at the end of December, the fund added 18 new positions to its equity portfolio and sold out of 12 other companies. The top ten portfolio holdings as of the end of the quarter represented 75.69%. The largest changes from previous 13-F´s fillings were in the consumer discretionary, industrials and finance sector.

      


  • George Soros and Ken Heebner Sold Out this Life Insurance Company

    In a previous article we analyzed Torchmark Corporation's (NYSE:TMK) dividend hike of 6.6% in its quarterly dividend to $0.135 per share from the previous $0.1267, generating an annualized dividend of $0.6 cents per share and a dividend yield of nearly 1%.


    In this article, let's take a look at Prudential Financial, Inc. (NYSE:PRU), a $35.93 billion market cap company that provides insurance, investment management and other financial products and services to individual and institutional customers in the U.S. and internationally.

      


  • Follow Paul Tudor Jones in this Mid-Cap Stock

    In this article, let's take a look at Robert Half International Inc. (NYSE:RHI), a $8.32 billion market cap company, which provides staffing and risk consulting services in North America, South America, Europe, Asia, and Australia.


    New Buy

      


  • Investors Behaving Badly – CMG's Steve Blumenthal


    “The secret to my success is that I buy when everyone else is selling and I sell when everyone else is buying.” – Sir John Templeton

      


  • Estimate for Patterson Companies' Intrinsic Value Equals the Market Price

    In this article, let's take a look at Patterson Companies, Inc. (NASDAQ:PDCO), a $5.16 billion market cap company, which distributes dental, veterinary, and rehabilitation supplies.


    Decreasing Rate

      


  • Joel Greenblatt and Paul Tudor Jones Bet on Hasbro

    In this article, let's take a look at Hasbro Inc. (NASDAQ:HAS), a $7.64 billion market cap company, which is a company with a broad portfolio of toys, games and entertainment offerings includes brands such as Transformers, Playskool, Monopoly and My Little Pony.


    Expanding its Business

      


  • Should you follow these analysts and buy Chicago Bridge and Iron

    Recent correction in oil prices have taken a toll on Chicago Bridge & Iron Company's (NYSE:CBI) share prices and the stock has corrected ~50% from 2014 highs. However, according to many analysts, this correction provides a good opportunity to buy the stock. In his recent report, Jefferies analyst Luke Folta reiterated his buy opinion on the company. He considers the stock a bargain at current levels and has a price target of $75 on the stock. He believes divesture of assets and restructuring could generate more that $100 million in cash flow for the company in 2015 and 2016 which could be used towards stock buy backs.


    Another analyst, John B. Rogers of D.A. Davidson, is also bullish on the stock and has a $70 price target. He believes that with sustained earnings and cash flow, let alone growth, the stock can appreciate substaintially from the current level. He is optimistic on the company's backlog growth due to “LNG export facilities, new gas fired power plants, and other energy/downstream infrastructure that could be awarded in 2015.”

      


  • Martin Whitman's recent trades

    Martin Whitman (Trades, Portfolio) is founder and portfolio manager of the Third Avenue Value Fund (TAVFX). Whitman is a 1949 graduate of Syracuse University, which recently renamed its School of Management after Whitman, after a large gift from him in June 2003. He is an adjunct faculty member at Yale School of Management.


    Web Page:http://www.thirdavenuefunds.com/

      


  • Paul Tudor Jones Ups Stake in Kronos Worldwide

    In this article, let's take a look at Kronos Worldwide, Inc. (NYSE:KRO), a $1.49 billion market cap company, which produces and markets titanium dioxide pigments (TiO2) worldwide.


    Revenues and EPS

      


  • Greenblatt's Top 3 Stakes for the Fourth Quarter

    Hedge funds have been filing their 13-F forms, which are quarterly reports of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Gotham Asset Management LP, in which Joel Greenblatt (Trades, Portfolio) and Robert Goldstein serve as managing principals and co-CIOs for Gotham, with over 50 years of combined investment experience.


    Recently, the fund reported its equity portfolio ended December. The total value of the portfolio amounted to $12.32 million, up from $10.04 million disclosed at the end of the previous quarter. Consequently, the fund's equity market change value was $2.28 million in the last quarter. The filing revealed that, at the end of December, the fund added 196 new positions to its equity portfolio and sold out 231 positions. The top ten portfolio holdings as of the end of the quarter represented 7.17%. The largest changes from previous 13-F´s fillings are in industrial and health care stocks.

      


  • Gurus and Insiders Continue to Buy Energy Stocks

    With oil currently priced under $50 a barrel, gurus and insiders at eight energy companies are taking advantage of plunging stock prices to buy company shares, according to GuruFocus’ Double Buys page.


    Certain sectors within the energy industry can be safer to invest in, like companies that service oil wells, according to Chuck Royce (Trades, Portfolio) of Royce Funds.

      


  • Coach Is Extending the Brand into New Geographies

    In this article, let's take a look at Coach Inc. (NYSE:COH), a $11.97 billion market cap company, which designs, makes and markets fine accessories for women and men, including handbags, weekend and travel accessories, outerwear, footwear, and business cases.


    Promising regions

      


  • 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

      


  • Paul Tudor Jones and His Top 5 Positions by Market Value

    Recently hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate on Paul Tudor Jones (Trades, Portfolio) II, who is the president and founder of Tudor Investment Corporation, a private asset management company and hedge fund. As of March 2014, his net worth was $4.3 billion according to Forbes estimates.


    Recently the fund reported its equity portfolio, as at the end of December. The total value of the portfolio amounted to $1,855 million, up $115.99 million disclosed at the end of the previous quarter. The filing revealed that, at the end of December, the fund added 411 new positions to its equity portfolio and sold out 322 positions. The top ten portfolio holdings as of the end of the quarter represented 19.68%. The largest changes from previous 13-F fillings are in the financials and technology sectors.

      


  • Investors Should Bet on this New York City-Based Insurer

    In this article, let's take a look at American International Group, Inc. (NYSE:AIG), a $75.29 billion market cap company that is a leading international insurance organization, which was rescued by various government entities in the financial crisis of 2008.


    Reverting 2008 crisis

      


  • Abner Herrman's Top Three Holdings

    In recent days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Abner Herrman & Brock LLC, which provides portfolio management for high net worth individuals, endowments, and corporate retirement plans.


    Recently the fund reported its equity portfolio, as of the end of December. The total value of the portfolio amounted to $197.2 million, down from $339.4 million disclosed at the end of the previous quarter. The filing revealed that, at the end of December, the fund added four new positions to its equity portfolio and sold out of 36 other companies. The top 10 portfolio holdings as of the end of the quarter represented 37.28%. The largest changes from previous 13-F´s fillings are in the energy, health care and financial sector.

      


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