Pioneer Investments

Pioneer Investments

Last Update: 11-12-2015

Number of Stocks: 532
Number of New Stocks: 55

Total Value: $23,836 Mil
Q/Q Turnover: 16%

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

Pioneer Investments Watch

  • 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


  • Estée Lauder: A Company That Could Surprise the Market Again

    In this article, let's take a look at The Estée Lauder Companies Inc. (NYSE:EL), a $33.68 billion market cap company, which is one of the world's leading manufacturers and marketers of skin care, makeup and fragrance products.



  • Cablevision Surpasses Estimates and Delivers Attractive Return

    In this article, let's take a look at Cablevision Systems Corporation (NYSE:CVC), a $7.78 billion market cap company, which is one of the largest U.S. cable multiple system operator, it offers Optimum brand cable, Internet and voice services to about 3 million subscribers in the New York tri-state area.

    The company reported higher-than-expected results in the second quarter of 2015. Net income from continuing operations was $75.6 million or $0.27 per share compared with $94.2 million or $0.34 per share in the year ago quarter. EPS outpaced analyst´s estimates of $0.24. Total revenue was at $1,653.4 million beating analyst´s estimates of $1,648 million and up 1.6% year over year. By segments, the cable segment’s revenues were $1,481.1 million, up 1.8% year over year and were divided like this:


  • Hedge Funds Are Bearish on Kimberly-Clark Corporation

    In this article, let's take a look at Kimberly-Clark Corporation (NYSE:KMB), a $42.5 billion market cap company, which is best known for brands such as Kleenex, Scott, Huggies and Kotex.

    Forward looking


  • A Nice Bet for Income Investors

    In this article, let's take a look at McDonald's Corp. (NYSE:MCD), a $93.57 billion market cap company, which is the largest fast-food restaurant company in the world, with about 35,000 restaurants in 119 countries.



  • Four Stocks With Growing EPS Near Their 52-Week Lows

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

    HCP Inc (HCP)


  • Glenn Greenberg Adds to Familiar Stakes in First Quarter

    Once known as "the next Buffett," Glenn Greenberg (Trades, Portfolio), co-founder of Chieftain Capital Management, takes a deliberate, disciplined approach to his investments. He looks for companies whose growth rate is slow but steady, avoiding riskier investments that offer the possibility of great rewards as well as great losses. In the first quarter, he added to several such existing stakes in his portfolio.

    Greenberg added to his third-most valuable stake, JPMorgan Chase & Co (NYSE:JPM), a banking and financial services holding company based in New York. He bought 655,332 shares for an average price of $59.22 per share. The transaction had a 1.21% impact on Greenberg’s portfolio.  

  • Pioneer Investments Increases Its Stake In IBM

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its stake in International Business Machines (NYSE:IBM) buying 243,902 shares. As of March 31, 2015, the firm was holding 370,607 shares of the company. Here's a look at the company in detail.

    IBM is a leading IT services and consulting company. IBM creates value for clients through integrated solutions and products that leverage: data, information technology, deep expertise in industries and business processes and a broad ecosystem of partners and alliances. IBM solutions typically create value by enabling new capabilities for clients that transform their businesses and help them engage with their customers and employees in new ways. These solutions draw from an industry-leading portfolio of consulting and IT implementation services, Cloud and cognitive offerings and enterprise systems and software; all bolstered by one of the world's leading research organizations.


  • Pioneer Investments Increases its stake in Estée Lauder

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its stake in Estée Lauder (NYSE:EL) buying 104,536 shares. As of March 31, 2015, the firm was holding 879,941 shares of the company. The following chart shows Pioneer Investments' holding history in the company.


  • Pioneer Investments Buys Agrium in Q1

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment initiated a position in Agrium (NYSE:AGU) buying 25,967 shares. Agrium is a retailer of agricultural products and services in the United States, Canada, Australia, Argentina, Brazil, Chile and Uruguay, as well as a multi-national producer and wholesale marketer of nutrients for agricultural and industrial markets. Agrium’s strategy is to invest and operate across the agricultural inputs value chain (fertilizer, crop protection and seed), through production, distribution and retail sales. This integrated strategy allows the company to generate both strategic and operational synergies.

    In February, Agrium raised its target dividend pay out ratio to 40%-50% of free cash flow and earlier this month it announced a 12 percent increase in its dividend (now $3.50 on an annualized basis). The company also plans to buy back up to 5% of its common shares over the next 12 months. According to the company’s CEO, Chuck Magro, the company expects its free cash flow generation to increase significantly as it complete its major production capacity expansion projects for nitrogen and potash this year. According to him, the higher payout ratio strikes a balance between returning significant capital to shareholders, while maintaining Agrium’s core assets and flexibility for growth.


  • Pioneer Investments Increases Stake in Walgreens

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its position in Walgreens Boots Alliance (NASDAQ:WBA) by buying 729,146 shares of the company. As of March 31, the firm was holding 733,355 shares of the company.

    Walgreens recently reported strong results with adjusted second quarter net earnings per diluted share increase of 21.6%, second quarter sales increase 35.5%, and retail pharmacy USA division comparable store sales increase of 6.9 percent. The company announced fiscal 2015 full year adjusted net earnings guidance of $3.45 to $3.65 per diluted share, and reaffirmed fiscal 2016 adjusted net earnings per diluted share goal of $4.25-$4.60. Free cash flow totaled $1.0 billion in the second quarter and $1.7 billion in the first six months, while GAAP operating cash flow totaled $1.3 billion in the quarter and $2.3 billion in the first six months.


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