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Investor Donald Smith Buys Validus, Seacor, News Corp, Oplink

August 12, 2014 | About:
Holly LaFon

Holly LaFon

255 followers
Donald Smith (Trades, Portfolio) heads the New York investment adviser Donald Smith (Trades, Portfolio) & Co. Inc., a deep value manager with a strict bottom-up approach. The firm seeks out-of-favor companies with the lowest price-to-tangible book value ratios and high earnings potential in the next two to four years.

Smith bought four new stocks in the second quarter: Validus Holdings Inc. (VR), Seacor Holdings Inc. (CKH), News Corp (NWS) and Oplink Communications Inc. (OPLK).

Validus Holdings Inc. (VR)

Smith purchased 816,534 shares of Validus Holdings, for 0.58% of the portfolio. The company’s share price averaged $37 in the second quarter.

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Validus Holdings Ltd. was incorporated under the laws of Bermuda on Oct. 19, 2005. Validus Holdings Inc. has a market cap of $3.43 billion; its shares were traded at around $37.70 with a P/E ratio of 6.50 and P/S ratio of 1.60. The dividend yield of Validus Holdings Inc. stocks is 3.20%.

Seacor Holdings Inc. (CKH)

Smith bought 64,626 shares of Seacor Holdings Inc., for 0.1% of the portfolio. The stock price averaged $83 in the quarter.

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Seacor Holdings Inc. was incorporated in 1989 in Delaware. Seacor Holdings Inc. has a market cap of $1.61 billion; its shares were traded at around $81.02 with a P/E ratio of 25.10 and P/S ratio of 1.43. Seacor Holdings Inc. had an annual average earnings growth of 2.50% over the past 10 years.

News Corp (NWS)

Smith bought 300,000 shares of News Corp, for 0.098% of the portfolio. The second quarter share price averaged $17.

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News Corp is a diversified media and information services company focused on creating and distributing authoritative and engaging content to consumers. News Corp has a market cap of $9.74 billion; its shares were traded at around $16.83 with and P/S ratio of 1.10.

Oplink Communications Inc. (OPLK)

Smith bought 307,498 shares of Oplink Communications for 0.098% of the portfolio. The share price averaged $17 in the second quarter.

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Oplink Communications Inc. was incorporated in California in September 1995 and was later reincorporated in Delaware in September 2000. Oplink Communications Inc. has a market cap of $357.500 million; its shares were traded at around $19.32 with a P/E ratio of 50.60 and P/S ratio of 1.85.


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