Brian Rogers

Brian Rogers

Last Update: 2014-04-15

Number of Stocks: 117
Number of New Stocks: 6

Total Value: $27,736 Mil
Q/Q Turnover: 2%

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

Brian Rogers' s Profile & Performance

Profile

Brian Rogers has been the portfolio manager of T. Rowe Price Equity Income Fund (PRFDX) since its inception in 1985.

Web Page:http://www.troweprice.com/

Investing Philosophy

Brian Rogers has a conservative, value-oriented way to pursue substantial dividend income and long-term capital growth potential. He invests in common stocks of established firms that are expected to pay above-average dividends and appear to be out of favor or undervalued.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of T. Rowe Price Equity Income Fu

YearReturn (%)S&P500 (%)Excess Gain (%)
201329.7531.55-1.8
201217.2515.41.9
2011-0.722.08-2.8
3-Year Cumulative51 (14.7%/year)55 (15.7%/year)-4 (-1%/year)
201015.1515.060.1
200925.6226.46-0.8
5-Year Cumulative118.5 (16.9%/year)125.5 (17.7%/year)-7 (-0.8%/year)
2008-35.75-371.2
20073.35.61-2.3
200619.1415.793.3
20054.264.91-0.6
200415.05123.1
10-Year Cumulative107.2 (7.6%/year)104.1 (7.4%/year)3.1 (0.2%/year)
200325.7828.7-2.9
2002-13.04-22.19.1
20011.64-11.913.5
200013.12-9.122.2
19993.8221-17.2
15-Year Cumulative170.6 (6.9%/year)98.3 (4.7%/year)72.3 (2.2%/year)
19989.2328.6-19.4
199728.8233.4-4.6
199620.423-2.6
199533.3537.6-4.2
19944.531.33.2
20-Year Cumulative538.9 (9.7%/year)483.2 (9.2%/year)55.7 (0.5%/year)
199314.8410.14.7
199214.137.66.5
199125.2830.5-5.2
1990-6.79-3.1-3.7
198913.7431.7-18.0
25-Year Cumulative1012.2 (10.1%/year)1050.7 (10.3%/year)-38.5 (-0.2%/year)
198827.6916.611.1
19873.545.1-1.6
198626.7418.68.1

Top Ranked Articles

Staples Stock (SPLS) Is a Steal
Common shares of Staples (SPLS) trade on the NASDAQ at $14 for a market cap of roughly $9.5 billion. Read more...
T. Rowe Price's Brian Rogers Explains His Bullishness on MSFT
Brian Rogers explained his rationale for investing in Microsoft (MSFT) during the Barron's Roundtable. Rogers, a long time value investor, currently holds MSFT in his portfolio. However, it is only 1.4% of his total portfolio. Read more...
Deep Sea Fishing in an Ocean of 52-Week Lows - Search 740 US Stocks
Like stocks at a 52-week low, some amazing and elusive deep sea fish live in the dark waters out of visual range, and some of the best catches can come from the mysterious floor. It could pay to motor out and cast a line in this week’s ocean of 52-week lows. Read more...
Stocks Multiple Gurus Agree On - DIS, GOOG, IR, MUR and XL
Several companies have looked like good buys to several gurus at the same time. The stocks owned by the most Gurus are: Walt Disney Co. (DIS), Google (GOOG), Ingersoll Rand (IR), Murphy Corp. (MUR) and XL Group (XL). Read more...
The Most Overlooked Technology Bargain: Computer Sciences (CSC)
Computer Sciences Corporation (CSC) carries a 4-Star GuruFocus rating for business predictability. Read more...
» More Brian Rogers Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' T. Rowe Price Equity Income Fund First Quarter 2014 Commentary
Most U.S. equities advanced during the first quarter in a volatile session characterized by a sell-off in emerging market currencies, increased geopolitical tensions, and the transition of leadership at the Federal Reserve. Economic data were mixed, influenced by unusually cold weather across the country. Investors grew concerned about potential deflation in Europe and a larger-than-expected slowdown in the Chinese economy. Sector performance was uneven, as some areas that provided leadership in 2013 pulled back while others rose. The utilities sector was strongest, with investors seeking income-producing stocks, while health care, information technology, and financials also did well. Consumer discretionary, energy, and industrials and business services shares were laggards. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Most Guru-Held Utilities Companies Brian Rogers,Jean-Marie Eveillard - Most Guru-Held Utilities Companies
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five utilities companies are held by the largest number of gurus during the past quarter. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Brian Rogers' T. Rowe Price Equity Income Fund Annual Letter
The equity market advanced sharply in 2013, providing excellent returns in both halves of the year with only minor setbacks along the way. Encouraging economic news, healthy gains in corporate earnings, and renewed investor interest in equities combined to create a favorable environment for stocks, with the S&P 500 Index generating a total return of 32.39%. Large-cap value stocks, with their relatively high dividend yields, participated fully in the rally. Investors seeking dividend income and appreciation fared far better than fixed income investors, who saw their investments struggle through most of the year. Concerns about likely changes in Federal Reserve policy triggered a rise in interest rates, which put pressure on longer-term Treasuries. The 10-year Treasury yield rose more than a full percentage point in 2013 and closed the year above 3%. More...

  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

T. Rowe Price CIO Brian Rogers Joins GuruFocus for Q&A – Ask an Investing Question Brian Rogers -  T. Rowe Price CIO Brian Rogers Joins GuruFocus For Q&A – Ask An Investing Question
GuruFocus welcomes Brian Rogers (Trades, Portfolio) to Q&A with our readers. Brian is chairman and chief investment officer of T. Rowe Price, a firm with $692.4 billion in assets as of Dec. 31, 2013. He is also fund manager of the T. Rowe Price Equity Income Fund (PRFDX), a portfolio with net assets of $28.5 billion, which seeks dividend income and long-term capital growth through investment in value-oriented stocks. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: RIG, REN, CHU, TLM
According to GuruFocus list of 3-year lows; Transocean Ltd, Resolute Energy Corp, China Unicom (Hong Kong) Ltd, and Talisman Energy Inc. have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHT


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

GuruFocus Names Five Dividend Growers Brian Rogers - GuruFocus Names Five Dividend Growers
During the past week, GuruFocus recognized five companies as dividend growers. In order to be qualified for this list, the company had to: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Five-Year Lows: Northwest Natural Gas, Diamond Offshore Drilling Inc., Quality Systems Inc. and National Bank Holdings Corp
According to GuruFocus list of 5-year lows, these Guru stocks have reached their five-year lows: Northwest Natural Gas, Diamond Offshore Drilling Inc., Quality Systems Inc. and National Bank Holdings Corp. More...

  • Currently 4.50/5

Rating: 4.5/5 (6 votes)

Citadel Advisor - Among the Largest and Most Successful Hedge Funds in the World
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings filed by institutional investment managers with at least $100 million in equity assets under management, as required by the U.S. Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Citadel Advisor LLC from Kenneth C. Griffin, a Chicago-based investment firm. More...

LONG, FUNDS, GRIFFIN, CITADEL


  • Currently 4.67/5

Rating: 4.7/5 (9 votes)

Deere's DDM Valuation Indicates an Urgent Buy
In a previous article we looked into Deere & Company (DE), the world's biggest producer of farm equipment, which is also a large maker of construction machinery and lawn and garden equipment. We saw that the firm is investing hard (has launched several new tractor products) to increase its market share in Brazil because the value of agricultural production is expected to rise. Deere expects its agriculture and turf sales to grow 20% in South America. The firm's largest competitors include Caterpillar (CAT) and Kubota Corporation (KUBTY). More...

LONG, MACHINERY, FARM, CONSTRUCTION


  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Coca-Cola, or the Profit Generator
The Coca-Cola Company (KO) is without a doubt the world’s largest and most popular non-alcoholic beverage company. With core brands like Coca-Cola, Sprite, Powerade or Minute Maid as the backbone, this firm riels in several billion dollars a year in revenues, with 60% accounted for through international sales. And in addition to this, Coca-Cola’s deal with Coca-Cola Enterprises Inc. (CCE) gave the company ownership over 80% of its distribution in North America, increasing its pricing power. More...

LONG, BEVERAGES, NON-ALCHOHILC, COCA-COLA, COLA, PEPSI, SNAPPLE, DR. PEPPER, INTERNATIONAL


  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

Five-Year Lows: Entergy Corp, Annaly Capital Management, Diamond Offshore Drilling, Coty
According to GuruFocus list of five-year lows, these Guru stocks have reached their five-year lows: Entergy Corp., Annaly Capital Management Inc., Diamond Offshore Drilling Inc. and Coty Inc. More...

  • Currently 4.00/5

Rating: 4.0/5 (3 votes)

Weekly Guru Bargains Highlights: PBR
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

  • Currently 2.86/5

Rating: 2.9/5 (7 votes)

Everyone Hates Emerging Markets. It’s Time to Buy Emerging Markets Brian Rogers - Everyone Hates Emerging Markets. It’s Time To Buy Emerging Markets
  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Weekly 3-Year Low Highlights: DO, BIG, PGEM, CCG
According to GuruFocus list of 3-year lows; Diamond Offshore Drilling Inc, Big Lots Inc, Ply Gem Holdings Inc, and Campus Crest Communities have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


  • Currently 2.67/5

Rating: 2.7/5 (3 votes)

Brian Rogers' Roundtable Year-End Report Card Brian Rogers - Brian Rogers' Roundtable Year-End Report Card
Every year Barron’s gets its Roundtable team together and they discuss stock picks and the status of the economy in general.  Guru Brian Rogers (Trades, Portfolio) is a member of Barron’s Roundtable team, and the following stocks are his stock picks for 2013 and how they ended up doing for the year.  More...

  • Currently 2.50/5

Rating: 2.5/5 (2 votes)

Five-Year Lows: Murphy USA Inc., Chambers Street Properties, Natural Resources Partners LP and New Residential Investment Corp
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Murphy USA Inc, Chambers Street Properties, Natural Resources Partners LP, and New Residential Investment Corp More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers T. Rowe Price Equity Income Fund Fourth Quarter Commentary
The U.S. equity market continued to rally through the fourth quarter against a backdrop of stabilizing fiscal policy, positive economic data, improving investor sentiment, and the Federal Reserve's decision to taper its monthly asset purchases. A government budget deal provided some fiscal clarity for the first time in four years, while improving labor and housing data led to the Fed's decision to reduce asset purchases starting in January 2014. Positive sentiment seemed to build as cash flows into stocks accelerated into the end of the year. More...

  • Currently 4.33/5

Rating: 4.3/5 (9 votes)

A Diversified Financial Services Company – Brian Rogers Sold Out
According to GuruFocus Real Time Picks, on Dec. 31 Brian Rogers (Trades, Portfolio) sold out his stake in Capital One Financial Corp. (COF). The Consumer Finance sector is dominated by three credit card companies: American Express (AXP), Discover Financial Services (DFS) and Capital One Financial. The business consists of charging small fees to consumer transactions. Although new legislation has arisen to protect consumers from credit card banks, I do not expect this to have a major impact on profitability. So what made Rogers cut back his position? More...

LONG, FINANCE, FINANCIAL, SERVICES, COF, AXP, DFS, FCFS, NNI, JULIAN ROBERTSON, LEE AINSLIE, JIM SIMONS


  • Currently 2.25/5

Rating: 2.3/5 (4 votes)

Brian Rogers' Top Five Fourth Quarter Holdings Brian Rogers - Brian Rogers' Top Five Fourth Quarter Holdings
Brian Rogers of the T. Rowe Price Equity Income Fund recently released his fourth quarter portfolio updates which report that he has three new holdings, 14 increases, 14 reductions and six stocks that he sold out of.   The guru’s most recent portfolio holds 115 stocks valued at $27.65 billion. More...

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Duke Energy Marked as GuruFocus Dividend Grower of the Week Brian Rogers,Dodge & Cox - Duke Energy Marked As GuruFocus Dividend Grower Of The Week
During the past week, GuruFocus recognized one company as a dividend grower. In order to be qualified for this list, the company had to: More...

Add Notes, Comments or Ask Questions

User Comments

Mpdowd
ReplyMpdowd - 3 weeks ago
how can you be so bullish on financials after 2008 financial crisis ? what's to prevent another situation
where contacts were not honored ? In the 70's financials made up 8% of the S&P today it's closer to 29%
with derivatives Wouldn't it make more sense to be long more electric utilities which have underperformed for a long time and shouldn't there be a reversion back to the mean? I've always thought that in order to outperform one has to be right on the "macro picture" first then drill down and buy the best companies or the ones that put the greatest amount of their sales dollars back into R & D.
When you compete on price it's a race to zero. Do you really think that the banks are actually marking their real estate to the market ? After Janet Yellen's comets today don't you think that she's telling the world that we can't stop the buying back treasuries and the taper will continue at 8o Billion plus a month for a long time. You can't win at poker when the rest of the world can see your cards.
Helicopter been left a mess. Janet Yellin has no choice but to continue to print, print, print
while the GLD and CEF continue to print more certificates that actual Gold held in reserve.
Does anyone even think of these things. When Paulson at Goldman holds up the U.S. for a 700 Billion dollar bailout while Blankefeld tells people he's doing God's work while GS is putting together baskets of overpriced mortgage backs and allowing the other side of GS to cherry pick which baskets their preferred clients are allowed to Short ?? How is GS allowed to get away with this deceptive behavior ?
What a mockery of markets. Who was the firm that allowed Greece to to deceive it's creditors with
GS to structure deceptive mortgage backed baskets that were truly weapons of mass destructions.
To be 19 % long financials you're trying to catch a falling knife ? Has that ever worked for you in the past ? Be different think for your self. I thought you were a smart guy. You're just following the herd.
Think outside the box and for yourself. Just because previous metrics tell you something is cheap don't mean it is.. Just like all the fools who took down the muni offering in Puerto Rico this past week.
We need to get people back to work and you should only be looking at things to invest in where there is pricing power. So to be so blunt but I'm surprised you're listening to the majority of talking heads.
Sincerely Yours
Michael D.

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