Guru Eric Mindich (Trades, Portfolio) is a Harvard graduate and hedge fund manager who founded the Eton Park Capital Management in 2004. The firm primarily focuses on long term value investments, and also invests for charitable organizations, endowments, pension funds, and family offices worldwide. In the third quarter of 2015, Mindich purchased 1,132,490 shares in Cigna Corp. (CI, Financial) and 117,500 shares in Sherwin-Williams Co. (SHW, Financial).
Cigna was incorporated in Delaware in 1981. The company primarily focuses on health services as well as insurance that are providers of medical, dental, disability, life and accident insurance. Cigna sells various health care packages to businesses and individuals including medical supplement insurance, Cigna Healthspring Rx helps reduce the costs of drugs, and Cigna Healthspring provides healthcare benefits that Medicare doesn’t offer.
Cigna has a market cap of $36.2 billion, a P/E ratio of 17.18, an enterprise value of $37.56 billion and dividend yield of 0.03%.
Cigna has one severe warning sign according to GuruFocus, which is the operating margin has been in a five-year decline. The average rate of decline per year is 3.2%.
Below is a Peter Lynch chart for Cigna Corp.
The graph below shows the price movement for Sherwin-Williams Co.
Sherwin-Williams was founded in 1866 by Henry Sherwin and Edward Williams. The Sherwin Williams company is the largest producer of paints and coatings in the U.S. They are also one of the top companies that produce paints and coatings in the world.
Sherwin-Williams has a market cap of $24.6 billion, an enterprise value of $26.47 billion, a P/E ratio of 25.21, a P/S ratio of 2.21 and a 1.01% dividend yield.
Below is a Peter Lynch chart for Sherwin-Williams Co.
Sherwin-Williams has a 4-star predictability rating according to GuruFocus. The company also hasthree good signs:
- Piotroski F-Score of 8 indicates a very healthy financial situation.
- Sherwin-Williams has shown predictable revenue and earnings growth.
- The operating margin is expanding.Ă‚
Cheers to your investment success.
