Pioneer Investments

Pioneer Investments

Last Update: 05-10-2016

Number of Stocks: 502
Number of New Stocks: 68

Total Value: $26,345 Mil
Q/Q Turnover: 14%

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

Pioneer Investments Watch

  • Hedge Funds Maintain Bullish Move on Caterpillar

    Caterpillar Inc. (NYSE:CAT) is the world's largest producer of earthmoving equipment and a big maker of electric power generators and engines used in petroleum markets and mining equipment.

    In the first quarter the hedge fund sentiment seemed to be bullish. Pioneer Investments (Trades, Portfolio), Stanley Druckenmiller (Trades, Portfolio) and David Dreman (Trades, Portfolio) initiated new positions in the stock with 2,813 shares, 330,000 shares and 567 shares. Moreover, other bullish movements were made by Joel Greenblatt (Trades, Portfolio) and Paul Tudor Jones (Trades, Portfolio), having upped their stakes by 259.57% and 68.40%.


  • Pioneer Investments Adds to Stake in CVS

    Pioneer Investments (Trades, Portfolio) was founded by Philip L. Carret in 1928. Carret started his own investment portfolio with $10,000. Over the course of the next 55 years, his initial investment grew to $8 million. Warren Buffett (Trades, Portfolio) once said that Carret had "the best long term investment record of anyone I know."



  • Pioneer Sells Most of Stakes in Bank of America, Express Scripts, Citizens Financial

    Pioneer Investments (Trades, Portfolio)’ preferred sectors are Technology and Healthcare, but its most prominent transactions in the first quarter covered a wide range of sectors.

    Pioneer’s largest first-quarter transaction was the nearly 86% reduction of its stake in Bank of America Corporation (NYSE:BAC), a Charlotte, North Carolina-based banking and financial services company. Pioneer sold 20,731,901 shares for an average price of $13.54 per share. The deal had a -1.33% impact on Pioneer’s portfolio.


  • Guru Stocks With Steady Returns: NetEase, Monster Beverage

    According to GuruFocus' All-in-One Screener, the following stocks have had strong performance over the last 10 years with high and steady returns as well as profitability. EPS has also grown steadily with the company’s revenue. Most of these companies have a great cash-to-debt ratio.

    NetEase Inc. (NTES)


  • Time to Get Out of Dover

    Dover Corp (NYSE:DOV) is a $10.51 billion market cap company that manufactures a broad range of specialized industrial products and sophisticated manufacturing equipment.

    Better profitability


  • Gilead, Fossil Among Stocks Trading Below Lynch Earnings Line

    Former Magellan fund manager Peter Lynch devised a method of determining whether stocks are over or undervalued by equating $1 in earnings with $15 in stock price. The earnings line was introduced in his best-selling book “One Up on Wall Street.”

    A graph comparing the Peter Lynch earnings line with the actual stock price can be found on the summary pages of each stock on GuruFocus. The Peter Lynch Screen is also available to automatically search for high-performing undervalued stocks. Five of these picks are listed below.


  • 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.


  • Insiders Roundup: Sales of Facebook

    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 recent buys from company insiders in the past week.


  • Cummins and CSX: Undervalued With Predictable Business

    According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders in the companies.

    Cabot Oil & Gas Corp. (COG)


  • Pioneer Investments Acquires 50 New Stakes

    Pioneer Investments (Trades, Portfolio) made 50 new buys in the fourth quarter. That is nearly as many new buys as Pioneer made in the third quarter, but it is also the guru’s fewest new buys since the third quarter of 2014.

    Pioneer Investments (Trades, Portfolio)’ most significant fourth-quarter transaction was the purchases of stakes in Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG), the Mountain View, California-based parent company of Google Inc. Pioneer purchased a 723,236-share stake in GOOGL for an average price of $742.51 per share and a 499,584-share stake in GOOG for an average price of $720.15 per share.


  • Bill Nygren Boosts Stakes in Halliburton, American Express, Caterpillar

    Bill Nygren (Trades, Portfolio) increased his stake in many stocks, but most of them were below 10%. He is portfolio manager of the Oakmark Fund. He and his partners are value investors, and they invest in companies that they believe trade at a substantial discount to what they consider to be the true business value.

    The biggest increase was in Halliburton Co. (HAL); the guru increased the stake by 51.13% at an average price of $39.34 per share. The position was established in Q4 2012 and in the first quarter he reduced the stake by 10.36%. The deal had an impact of 0.52% on the portfolio, and the stock price dropped 20%. The stock traded for $31.47 on Thursday.


  • 2 Gurus Betting Big on Panera Bread

    Guru Jim Simons (Trades, Portfolio) graduated from MIT in 1958 and went on to pursue a Ph.D in mathematics from the University of California, Berkeley in 1961. He then went on to serve for the U.S Department of Defense as a codebreaker during the Vietnam War. After the war, Simons founded Renaissance Technologies in 1982, which he ran for 28 years before retiring in 2010. He still continues to work for the fund helping to improve the company's mathematics-based medallion system.

    Simons is #32 on the Forbes 400 list with an estimated net worth of $14 billion.


  • Home Depot Leading in the Retail Sector

    Retail sales in November were up 0.2%, according to the U.S. Census Bureau’s most recent report. Meanwhile, consumers also reported increased optimism in the economy overall, according to the University of Michigan’s December Consumer Sentiment Index. While both reports released during the Dec. 11 week were broadly positive, each slightly missed economists’ expectations as the retail sector overall continues to see a trend towards lower sales forecasts for the 2015 holiday season.

    While sales in the retail sector overall have been trending downward, Home Depot (NYSE:HD) has continued to gain. With mortgage rates at all-time lows and the housing market a lead catalyst for the economy, Home Depot has been emerging as one of the retail sectors best performing stocks. Specifically in December as companies focus on their holiday sales forecasts with broad downgrades, Home Depot has gained, posting strong results and continued positive forward guidance.


  • 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.


  • Gurus Add to Stakes in Biopharmaceutical Research Company

    Guru Ray Dalio (Trades, Portfolio) added 140,400 shares of Gilead Sciences Inc. (NASDAQ:GILD), a research-based biopharmaceutical company that discovers, develops and markets innovative medicines, to his portfolio in the third quarter.

    This was a 171.80% increase for Dalio, who now owns 222,121 shares of Gilead.


  • Pioneer Investments Adds to Stakes in Hartford Financial Group, Reynolds American

    Pioneer Investments (Trades, Portfolio), which was founded in Boston in 1928, has an extensive portfolio that includes a wide range of holdings. Pioneer made hundreds of transactions in the third quarter, as it does in most quarters, some large, most small by comparison but representing considerable global and market diversity.

    Pioneer’s most significant third-quarter transaction was its addition of 3,702,039 shares to its existing stake in Hartford Financial Services Group Inc. (NYSE:HIG), a Hartford, Conn.-based investment and insurance company. Pioneer paid an average price of $46.18 per share in a deal that had a 0.71% impact on its portfolio and raised Pioneer’s stake by more than 131%.


  • Bargain Stocks Among Pioneer Investments' Holdings

    Pioneer Investments operates in wide areas of investment vehicles: Mutual Funds, Single Manager Hedge Funds, Funds of Hedge Funds, Structured Products, Segregated and Managed Accounts, Institutional Funds.

    The current portfolio is composed of 567 stocks and has a total value of $26.705 million. The following are the stocks trading with a wide margin of safety according to the GuruFocus DCF calculator.


  • Steven Romick Sells CVS, Buys United Technologies

    Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund, a Los Angeles-based money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation.

    He manages a portfolio of 59 stocks with a total value of $9,351 million and the following are the most weighted trades during the third quarter .


  • Time to Take Profits on NASDAQ

    NASDAQ Inc. (NASDAQ:NDAQ) is one of the world’s largest providers of trading, clearing, exchange technology, regulatory, securities listing and information and public company services. NASDAQ operates in four business segments: market services, listing services, information services and technology solutions.

    NASDAQ’s market services include equity and derivative trading and clearing, cash equity trading, fixed income, currency and commodities trading and clearing, and broker services. Its transaction-based platforms provide market participants with the ability to access, process, display and integrate orders and quotes.


  • Pioneer Investments Buys JPMorgan, Sells Out Lorillard

    Pioneer Investments operates in a wide investment range and manages a portfolio composed of 567 stocks with a total value of $26,705 million. The following are its largest trades during the third quarter.

    It increased its stake in JPMorgan Chase & Co. (JPM) by 1053% with an impact of 0.87% on its portfolio.


  • Insiders Are Selling Dave & Buster's Entertainment and Buying Twinlab

    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 "October 2015."

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


  • Hedge Fund FMR's Largest Buys in Second Quarter

    The hedge fund FMR LLC in its last quarterly 13F reported a total value of its portfolio of $780 billion, with a decrease of 0.61% since the previous quarter. During Q2 2015, the investor bought 188 new stocks and increased 1,155 of its existing stakes. The following are the most heavily weighted buys during the quarter.

    it bought shares of Allergan PLC (AGN) with an impact of 0.81% on the total value of its portfolio. The hedge fund started its position in the integrated specialty pharmaceutical company while it was trading at about $300.


  • Xerox Expands Health Care Technology and Launches New Brand Strategy

    Xerox (NYSE:XRX) is a well-known brand in the technology industry. Its business focuses on two main aspects which include document technology and business process services. In recent quarters it has continued to struggle to gain market share versus its dominant peers IBM (NYSE:IBM) and Hewlett-Packard (NYSE:HPQ). On Aug. 24 Xerox announced the acquisition of health care analytics company RSA Medical and on Aug, 28 also announced the launch of a new brand strategy around the theme “Work Can Work Better.” Despite Xerox’s efforts to expand in health care technology and improve its brand positioning, industry analysts are skeptical of its growth prospects.

    Xerox has been lagging its industry peers in market share and revenue growth over the past few quarters. In its most recent earnings report it posted revenue of $4.6 billion with earnings of $246 million and earnings per share of $0.22. Total revenue missed analysts’ revenue consensus for the second quarter by $50 million and fell 7% from the comparable quarter. Earnings were in line with analysts’ average estimate; however, both earnings and earnings per share fell from the comparable quarter. Earnings were down 19%, and earnings per share were down 12%.


  • David Einhorn's Greenlight Capital Raises Stake in Leading U.S. Memory Chip Maker Micron

    In this article, let's take a look at Micron Technology, Inc. (NASDAQ:MU), a $15.74 billion market cap company, which provides semiconductor solutions worldwide. Although the company delivers a negative return of more than 58% year-to-date, David Einhorn (Trades, Portfolio) holds 37.95 million shares, ups his stake by 14% on the quarter. The value of the stake amounts to $714.97 million. The second largest shareholder of the company is Seth Klarman (Trades, Portfolio), with 19.7 million shares, valued at $371.26 billion, held as of the end of the Q2 2015.

    More bullish sentiment


  • Nordstrom Beats Wall Street and Rallies Due to an Updated Guidance

    In this article, let's take a look at Nordstrom Inc. (NYSE:JWN), a $15.54 billion market cap company, which is a specialty retailer of apparel and accessories, widely known for its emphasison service.

    Trading higher


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