Morning Coffee: Real-Time Guru Picks

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Apr 02, 2014
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This morning we will take a look at the latest Real Time Picks from the gurus. A schedule 13G indicates the investor will take a passive role. A schedule 13D indicates the investor may take a more active role. Here are the latest filings:

Chuck Royce (Trades, Portfolio) Added 166.36% Cache Inc. (CACH, Financial) at the average price of $3.11 on 03/31/2014, as reported in the latest 13G filings by Chuck Royce (Trades, Portfolio). He owns 1,512,900 shares. The stock price has changed by 5%. Cache operates as a mall-based and online woman’s specialty retailer of apparel and accessories in the U.S. It is held by three gurus we follow.

Chuck Royce (Trades, Portfolio) Reduced -50.25% Matrix Service Company (MTRX, Financial) at the average price of $33.25 on 03/31/2014, as reported in the latest 13G filings by Chuck Royce (Trades, Portfolio). He owns 1,505,303 shares. The stock price has changed by 3%. Matrix provides engineering, fabrication, infrastructure, construction, and maintenance services primarily to the oil, gas, power, petrochemical, industrial and mining and minerals markets principally in the U.S. and Canada. It is held by four gurus we follow.

Mario Gabelli (Trades, Portfolio) Added 16.98% LIN Media LLC (LIN, Financial) at the average price of $26.31 on 03/28/2014, as reported in the latest 13D filings by Mario Gabelli (Trades, Portfolio). He owns 1,885,060 shares. The stock price has changed by 2%. LIN operates as a local multimedia company that operates or services 43 stations and seven digital channels in 23 U.S. markets. It is held by six gurus we follow.

Mario Gabelli (Trades, Portfolio) Added 3454.27% BioScrip, Inc. (BIOS, Financial) at the average price of $7.2 on 03/21/2014, as reported in the latest 13D filings by Mario Gabelli (Trades, Portfolio). He owns 2,040,152 shares. The stock price has changed by -4%. Bio Scrip provides home infustion and other home care services, and pharmacy benefit management services in the United States. It is held by seven gurus we follow.