Jeff Auxier (Trades, Portfolio) of Auxier Asset Management currently owns 133 positions in his $237 million portfolio. Auxier has a low quarter over quarter turnover rate of 1%. Over the past quarters, Auxier has continued to purchase shares in three positions, which include Aetna Inc (AET, Financial), Royal Dutch Shell PLC (RDS.A, Financial) and Unum Group (UNM, Financial).
Auxier owns 5,315 shares of AET, valued at $566,000. He recently increased his stake in this position during the first quarter of 2015 by purchasing one share at $97.96.
Aetna Inc is a provider of healthcare benefits. It offers health insurance products in medical, pharmacy, behavioral health, dental, group life and disability plans.
According to the DCF calculator, Aetna's intrinsic value is $91.44, which indicates the stock may currently be overvalued trading at $124.14 a share. The company has a 5 out of 5 star business predictabiity rating.
The current P/E ratio is 19.20, which is close to its 10-year high. This is a warning sign investors should be cautious of.
Royal Dutch Shell PLC (RDS.A, Financial)
Auxier has 17,228 shares of this position in his portfolio, which have a total value of $1.03 million. During 1QFY15, Auxier purchased 1,125 shares at an averge price of $63.41 a share. The stock is now trading at $58.29 a share.
Royal Dutch Shell PLC is an integrated oil and gas company that was incorporated in England and Wales in 2002.
According to the DCF calculator, Royal Dutch's intrinsic value is $37.75 with a -54% margin of safety. The company has a 3 out of 5 star busienss predictability rating.
Royal Dutch's P/E ratio is currently 12.80 -- exactly where it was one year ago to this date. This is a good sign for investors.
Revenue per share for the trailing twelve months as of March 2015 was $122.62. During the past year, its growth rate was -10.6% and over three years, its growth rate was -2.40% a year. The company's revenue has been steadily declining and investors should be cautious of this.
Auxier increased his stakes in UNM adding 318 shares to his portfolio at an average price of $33.17 a share. He currently owns 70,422 shares valued at $2.37 million.
Unum Group provides disability insurance products in the United States as well as the United Kingdom. The company was founded in 1848.
According to the DCF calculator, UNM's intrinsic value is $22.72 with a -63% margin of safety. The company has a 1 star out of 5 star rating.
Revenue per share for the trailing twelve months as of March 2015 was $41.44. Its growth rate for the year was 15.90%. Over the past ten years, its growth rate was 2.10% a year.
Jeff Auxier (Trades, Portfolio) has agreed to do a Q&A interview with us by the beginning of next month and we would like to give you, our readers, a chance to ask him any investment question you have. Click here to post your question. We will choose the top 20 questions to ask.
