Pioneer Investments

Pioneer Investments

Last Update: 05-11-2015

Number of Stocks: 546
Number of New Stocks: 53

Total Value: $27,128 Mil
Q/Q Turnover: 12%

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

Pioneer Investments Watch

  • 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 (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 (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 (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.

      


  • Pioneer Investments Adds to Stake in Coca-Cola

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with a presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its position in Coca-Cola (KO) by buying 153,780 shares of the company. As of March 31, the firm held 2,208,675 shares of the company. The following chart shows its holding history in Coca-Cola.


      


  • Pioneer Investments Increases Stake in Home Depot

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its position in Home Depot (HD) by buying 226,867 shares of the company. As of March 31, the firm was holding 2,704,322 shares of the company. The following chart shows its holding history in Home Depot.


      


  • Pioneer Investments Sells Stakes in Allergan, Xilinx in First Quarter

    On its website, Pioneer Investments (Trades, Portfolio) assures visitors that its goal is “to offer concrete investment solutions that satisfy real investment needs,” and it claims that its “time-tested” approach to investing “is supported by in-depth research and analysis as well as expert portfolio and risk management.”


    It is reasonable to presume that the same applies to Pioneer’s own investment – and divestiture – decisions.

      


  • Chevron Corporation´s Dividend Sustainability Analysis

    In this article, let's analyze the sustainability of dividends using coverage ratios in the case of Chevron Corporation (CVX).


    MM Dividend Irrelevance Theory

      


  • RS Investment Management's Growing Stocks trading at low P/E

    RS Investment Management (Trades, Portfolio) invests in public equity and fixed income markets across the world, as well as both growth and value stocks. In March, the firm launched an emerging markets small-cap fund for both retail and institutional share classes.


    The privately held San Francisco-based investment firm provides services for pension and profit-sharing plans, pooled investment vehicles, corporations, and banks. Matthew H. Scanlon, a graduate of Northwestern’s Kellog School of Management, is the firm’s CEO. RS Investment’s total assets are almost $27 billion.

      


  • Oracle Boosts Quarterly Dividends

    In this article, let's take a look at Oracle Corporation (ORCL), a $188.26 billion market cap company that develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware systems, and related services worldwide.


    Dividend hike

      


  • This Insurer Company Will Have 22 Consecutive Years of Dividend Increases

    In this article, let's take a look at ACE Limited (ACE), a $38.04 billion market cap company, which is a specialty insurer that provides commercial insurance and reinsurance for a diverse group of international clients.


    New dividend proposal

      


  • An Expected Growth Outside the U.S.

    In this article, let's take a look at Xerox Corporation (XRX), a $15.49 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products.


    Eurozone

      


  • Pioneer Investments Purchases Time Warner Cable, Kohl's in Q4

    Pioneer Investments (Trades, Portfolio) is a global investment manager that launched in 1928. Its Pioneer Fund, which launched in that year, is a large-cap equity fund that focuses on well-established companies.


    The fund’s investment approach takes a long-term value-oriented, risk-managed view. John Carey, the current portfolio manager, has led the fund since 1996.

      


  • Expedia Has Made Astute Acquisitions

    In this article, let's take a look at Expedia Inc. (EXPE), a $10.89 billion market cap company tha is one of the world's largest online travel services companies. Businesses include Expedia, Hotels.com and Hotwire. In December 2011, Expedia spun off TripAdvisor as a publicly traded company.


    Dominant player

      


  • Archer-Daniels-Midland Is a Major Processor Expanding Abroad

    In this article, let's take a look at Archer-Daniels-Midland Company (ADM), a $32.77 billion market cap company that is one of the world's leading agribusiness concerns with major market positions in agricultural processing and merchandising.


    Low margins

      


  • Alliant Energy´s Earnings Growth Prospects

    In this article, let's take a look at Alliant Energy Corporation (LNT), a $7.07 billion market cap company that provides electric and natural gas utility services, and also has various unregulated energy, freight transportation and other investments.


    Key driver

      


  • Why You Should Invest In Kroger

    In this article, let's take a look at The Kroger Co. (KR), a $25.35 billion market cap company, which is a supermarket operator with over 2,650 stores in 34 states and also operates convenience stores, jewelry stores, supermarket fuel centers and food-processing plants.


    Fierce competition

      


  • A Successful Spin-Off Frees Long-Term Growth

    A recovering world economy placed an additional pressure on energy supply. While the Chinese economy appears to take a breath, North America steps on the accelerator, as Europe continues to look for the ignition. All that activity implies an additional stress on oil and gas supplies. North America has seen a gas boom on which it continues to ride. Also, unconventional reserves are still an important part. On the other hand, fracking remains a relatively new production technique.


    But Europe has not been able to secure its own resources, depending on Russia for gas and Africa and the Middle East for oil. Hence, the greater activities experienced by the industry respond to a greater global demand. ConocoPhillips (COP) is one of the worldwide companies looking to absorb this market synergy. With operations in over 30 countries, the company continues to look for ways to increase reserves and production levels. But, can it reward long-term shareholders at the same time?

      


  • AstraZeneca: Time to Make a Bet? Steven Cohen Seems to Think It Is

    AstraZeneca PLC (AZN) is a global prescription-based biopharmaceutical company with operations in the UK, continental Europe, the Americas, Asia, Africa and Australia. Its business focuses on the discovery and development of new products and its manufacturing, marketing and sale. AstraZeneca has managed to build its leading presence in the pharma and biotech industry thanks to patent-protected drugs and a constantly developing pipeline, both of which add up to a wide economic moat. In spite of this, its top and bottom-line have been and are expected to remain under pressure as non-generic and generic competition grows.


    So far the company’s quarterly revenues have fallen 4 percent (at constant exchange rates). Additionally, U.S. health care reforms impacted in revenues and costs by $199 million. Now, on the face of massive patent losses on gastrointestinal drug Nexium in 2014 and cholesterol reducer Crestor in 2016, doubts are raised about the company’s growth prospects. The loss of these products’ exclusivity will impact strongly on margins and could cause an amplified shock on AstraZeneca’s bottom line. The question is, then, how will the company manage to fill those shoes?

      


  • Four Gurus Trade Exelis and Blucora

    In the third quarter of 2013, billionaire investors and insiders were actively trading BCOR and XLS: The Internet company Blucora Inc. (BCOR) is up 79% since January over 12 months. According to Bloomberg, the company’s Internet service called Infospace, a technology that gathers information and results from major search engines, benefited from the ad revenue brought in by new partners.

    Exelis Inc., a global aerospace and communications company, is up 43% since January and is winning contracts. Last week Exelis reported that it had won a $20.6 million contract from General Atomics Aeronautical Systems Inc. of Poway, Calif., to produce 500 ejector racks for a U.S. Air Force remotely piloted aircraft, according to a company press release. Exelis also announced that one of its business units was recently selected to implement a communications system for the Australian Karratha Gas Plant. The system will be operational for 10 years, according to a company press release.  


  • Three Companies Gain in Bargain Portfolio

    Here's an update on three of the gaining companies held in the GuruFocus Guru Bargains Model Portfolio, begun in 2006 with an investment of $100,000. As of the last rebalance, the portfolio was up 35.25% versus the S&P500 at 21.03%. The Guru Bargains Portfolio is one strategy out of 14 offered by GuruFocus.

    Perrigo Company (PRGO)  


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