Ruane Cunniff

Ruane Cunniff

Last Update: 2015-02-17

Number of Stocks: 156
Number of New Stocks: 9

Total Value: $19,627 Mil
Q/Q Turnover: 1%

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

Ruane Cunniff Watch

  • Guru Stocks at 52-Week Lows: RDS.A, CVX, VZ, T, IBM

    Royal Dutch Shell PLC (RDS.A) reached the 52-week low of $65.56

    The prices of Royal Dutch Shell PLC (RDS.A) shares have declined to close to the 52-week low of $65.56, which is 21.9% off the 52-week high of $83.42. Royal Dutch Shell PLC is owned by 22 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. 8 reduced their positions.


  • Walt Disney's Most Recent Stock Information

    Like most other little girls growing up, I always dreamed about becoming a Disney princess when I was younger. My mother dressed me as Tinkerbell when I was a toddler, and I wore the costume every single day, through November, until my father made me take it off because of the stares from strangers in grocery stores and on the streets. No one could understand why this little girl was wearing a tattered lime green costume around Thanksgiving.

    Walt Disney Co (DIS) has not lost its impact on society. Younger girls nowadays sing along to the "Frozen" soundtrack and beg their mothers to dress them like Princess Elsa. Disney is much more than movies and toys. The company makes sure no one forgets the movies, new or old, by creating rides at the theme parks and even putting some of the characters on cruiselines and at the resorts. Who wouldn't want to be on a ship with Mickey Mouse and Minnie Mouse?


  • What DDM Model Tells Us About The Travelers Companies?

    In a previous article, we analyze the principal drivers of the Travelers Companies, Inc. (TRV), a $34.59 billion market cap company that is a leading commercial and personal lines property-casualty insurer that recently expanded its presence in Canada by acquiring Toronto-based Dominion of Canada. In this article, let´s try to calculate the intrinsic value of the stock and make a recommendation.



  • Reasons to Invest in Boeing

    In this article, let's take a look at The Boeing Company (BA), a $91.63 billion market cap company that is the largest aircraft manufacturer in the world and one of the largest aerospace and defense giant conducting business through three operating segments: Boeing Defense, Space and Security (38%) is the world's fourth-largest military contractor, and Boeing Capital Corp. (1%) primarily finances Boeing aircraft for airlines.

    A potential industry


  • United Technologies Is an Opportunity Investment

    In this article, let's take a look at United Technologies Corp. (UTX), a $96.95 billion market cap company, a multi-industry holding company that conducts business through five segments: Otis; UTC Climate, Controls & Security; Pratt & Whitney; UTC Aerospace Systems and Sikorsky.

    Defense sector


  • Zoetis Will Benefit from Industry Trends

    In this article, let's take a look at Zoetis Inc. (ZTS), a $18.88 billion market cap company, which is a global leader in the animal health products industry and emerged as a separate entity following its spin-off from Pfizer (PFE) in June 2013.

    Number one


  • Weekly CEO Buys Highlight: OPK, QTET, MIC, FAST, OCRX

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

    Opko Health Inc (OPK): CEO & Chairman, 10% Owner Phillip Md Et Al Frost Bought 106,000 Shares


  • It’s Retail and It’s Boring, but it’s TJX Companies

    “Price is what you pay, value is what you get”.

    “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”.


  • Charles De Vaulx Reports His Top Five of the First Quarter

    Charles De Vaulx of the IVA Funds reported his first quarter holdings this past week. In October the IVA Funds will celebrate their sixth year in the business. The fund maintains a dual investment approach which is split into short- and long-term investments. IVA reports that their short-term (12 to 18 months) investments are in order to preserve capital while their longer term (5 to 10 years) they try to perform better that their equity benchmark. The fund also reported that over the past five years, they achieved both of these goals with their investments.

    Over the past quarter Charles De Vaulx in his IVA Worldwide Fund bought no new stocks bringing the total number of stocks to 98 valued at $5.09 billion. The following five companies are De Vaulx’s largest holdings as of the close of the first quarter.


  • Diageo: Why It’s the Perfect Time to Invest

    What do Johnnie Walker scotch, Smirnoff Vodka, Bailey’s Irish Cream and Crown Royal Canadian Whiskey have in common? They’re all No. 1 brands in their respective categories, and they all belong to Diageo Plc ADR (DEO). As the world’s leading producer of branded premium spirits, wine and beer (Guinness Stout), this company has built an $80 billion market capital empire leading the alcoholic beverage industry. In addition to the aforementioned brands, this firm also owns 34% of the premium champagne and cognac maker Moet Hennessy. Since investment gurus Ruane Cunniff (Trades, Portfolio) and Steven Cohen (Trades, Portfolio) bought this company’s shares last quarter, I decided to take a look at its profitable business model.

    A Well-Rounded Business Model


  • Guru Stocks at 52-Week Lows: T, PBR.A, EC, BBD, TGT

    According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.

    AT&T Inc. (T) Reached the 52-Week Low of $33.70


  • Gurus Floored on Mohawk - Ruane Cunniff Reduces MHK

    In the third quarter of 2013, Ruane, Cunniff & Goldfarb Inc. reduced its Mohawk Industries Inc. (MHK) position by 18.98%, with current shares remaining at over 3 million or 4.25% of shares outstanding. Because four gurus sold out their MHK in the second quarter and four increased, here’s a company update to sort out why the billionaire investors are so divided on this well-known flooring company.

    Guru: Ruane, Cunniff & Goldfarb Inc.  

  • Sell-out Update from Ruane, Cunniff & Goldfarb

    Managed by Ruane, Cunniff & Goldfarb Inc., the Sequoia Fund's investment objective is long-term capital growth. To that end, the fund focuses on undervalued common stocks that have growth potential. The recently updated portfolio of Ruane, Cunniff & Goldfarb Inc. lists 143 stocks, five of them new, with a total value of $15.18 billion and a quarter-over-quarter turnover of 1%. The portfolio’s top sectors are weighted as healthcare at 24.8%, consumer cyclical at 23.4% and financial services at 21.5%.

    According to GuruFocus research, Ruane & Cunniff & Goldfarb sold out holdings in four companies in the first quarter of 2013. Here are the details of the sell-out trades, as of March 31, 2013.  

  • Sequoia Fund - Ruane, Cunniff & Goldfarb Investor Day St. Regis Hotel, May 18, 2012, New York City

    Dear Shareholder: Sequoia Fund's results for the second quarter of 2012 are shown below with comparable results for the S&P 500 Index:

    The performance shown above represents past performance and does not guarantee future results. The table does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares. Current performance may be lower or higher than the performance information shown.  

  • Sequoia Fund Investor Day Notes

    The Sequoia team goes through much of their portfolio during a question and answer session with investors. Companies discussed include:

    - Valeant (VRX)  

  • Frank J. Coyne, Chairman and CEO of Verisk Analytics, Sold $4.6 Million Worth of Shares

    Verisk Analytics (VRSK) is a provider of risk assessment solutions to professionals in insurance, healthcare, mortgage lending, government, risk management, and human resources. Verisk Analytic has a market cap of $7.7 billion; its shares were traded at around $47.28 with a P/E ratio of 25.6 and P/S ratio of 5.8.

    On June 5, 2012, chairman and CEO of Verisk Analytics Frank J. Coyne sold 100,000 shares at an average price of $46.36. The total transaction amount is $4,636,000.  

  • Bill Ruane’s Must-Read List for Superinvestors

    He is one of superinvestors mentioned by Warren Buffett in his famous Graham-and-Doddsville. The late William J. Ruane I knew had a shining smile that could light up a room when he walked in. Warren Buffett advised associates to invest with Ruane after closing out the Buffett Partnership. William J. Ruane (October 24, 1925, Chicago, Illinois – October 4, 2005, New York City, New York) was one of the superinvestors in Warren Buffett’s Graham-and-Doddvile. Ruane graduated from the University of Minnesota in 1945 with a degree in electrical engineering and from Harvard Business School in 1949. He enlisted in the U.S. Navy and was on his way to Japan when World War II ended.

    Ruane met Warren Buffett at an investment seminar with value investing guru Benjamin Graham. They became lifelong friends. Ruane founded his own investment firm, Ruane Cunniff, with partner Rick Cunniff in 1970, and the same year they launched their flagship Sequoia Fund (SEQUX). You can read more about Ruane’s success formula for the investment business.  

  • Weekly Guru Bargains Highlights: UPL, YNDX, NFX, AUQ, CEL

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

    Ultra Petroleum Corp. (UPL): Down 38% Since Ruane Cunniff Bought In the Quarter Ended on 2011-09-30  

  • Low P/E Stocks in Ruane, Cunniff's Portfolio - Are They Cheap?

    William Ruane was the founder of Ruane, Cunniff & Goldfarb Inc., a privately owned investment manager. Ruane passed away in 2005 but the firm continues operating. Apart from investment managing, the firm provides advisory services to its clients. Its customer database includes individuals as well as investments companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations and corporations. It manages mutual funds for its clients.

    The company was formerly known as Ruane, Cunniff & Co. Inc.  

  • Cutting Berkshire Helps Sequoia Fund

    From Bloomberg on the fund that Buffett once recommended to investors:

    Sequoia Fund Inc. (SEQUX), recommended by Warren Buffett when it opened, beat the U.S. stock market over the past four decades, in part because a large piece of the fund was invested in his company, Berkshire Hathaway Inc. (BRK.A)(BRK.B).  

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