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Market Trends Lower After Weak Economic Data Jobs report show private sector jobs below consensus
U.S. market indexes continued to report losses Wednesday after weak economic data dragged on valuations. For the day the Dow Jones Industrial Average closed at 17,651.61 for a loss of 99.30 points or 0.56%. The S&P 500 (SPY) was also lower, closing at 2,051.16 for a loss of 12.21 points or 0.59%. Read more...
Yacktman Funds Comments on Coca-Cola Guru stock highlight
Coca-Cola (NYSE:KO) was a solid performer in the quarter, along with the general strength in the consumer staples sector. Given the market turmoil and global uncertainty, staples were favored due to the quality and consistency of their businesses. We think Coca-Cola could benefit from the recent Dollar weakness and achieve solid margin expansion as the company focuses on cutting costs. Read more...
Yacktman Funds Comments on Sysco Guru stock highlight
Sysco (NYSE:SYY), the leading food distribution company in the United States, was a strong performer in the first quarter. After struggling for several years with significant margin pressure, Sysco has shown signs of improvement in recent quarters. The company also announced a $3.1 billion acquisition of Brakes Group, a leading European foodservices distributor, which could provide a platform for additional non-U.S. expansion over time. Read more...
Yacktman Funds Comments on Oracle Guru stock highlight
Oracle (NYSE:ORCL)’s shares rallied after the company reported better-than-expected results. We continue to think the shares are attractive at the current valuation. Although Oracle’s best days of growth are likely behind the company, we think the business can produce strong free cash flow and continue to expand its business over time.
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Yacktman Funds Comments on P&G Guru stock highlight
P&G (NYSE:PG) was a solid performer in the quarter, along with the general strength in the consumer staples sector. Over the last few years, P&G has exited many non-core businesses and has continued restructuring operations to allow management to focus on those markets with the best prospects for long-term growth.

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Yacktman Funds Comments on Coca-Cola Guru stock highlight
Coca-Cola (NYSE:KO) was a solid performer in the quarter, along with the general strength in the consumer staples sector. Given the market turmoil and global uncertainty, staples were favored due to the quality and consistency of their businesses. We think Coca-Cola could benefit from the recent Dollar weakness and achieve solid margin expansion as the company focuses on cutting costs. More...

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Yacktman Funds Comments on 21st Century Fox Guru stock highlight
21st Century Fox (NASDAQ:FOXA) (“Fox”), which is our largest position, appreciated solidly during the quarter, though we think the shares remain significantly undervalued. In recent years, the company has increased expenses to build its sports networks in the U.S. and India, battled significant currency headwinds and underperformed in its film and network television businesses. As the share price declined, the company reduced the share count through a large share repurchase program.We think Fox is now poised for significant growth as its investments bear fruit, underperforming businesses turnaround, and currency headwinds abate. Fox has investments we feel are underappreciated, such as its ownership stakes in Sky and Hulu, which we believe make its valuation even more attractive than meets the eye when looking at reported earnings. Fox shares sell at a modest valuation considering the high quality of its diverse businesses, its significant growth potential, hidden assets and strong management team. More...

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Yacktman Funds Comments on Hengan Guru stock highlight
Hengan (HKSE:01044), which is a leader in tissues, diapers and feminine care products in China, declined modestly due to weaker results and concerns about a Chinese currency devaluation. We think the company has a long runway for growth in future decades and sells at an undemanding valuation. More...

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Yacktman Funds Comments on ConocoPhillips Guru stock highlight
ConocoPhillips (NYSE:COP) was weak along with other commodity stocks in the first quarter. Recently the shares have rallied significantly off their lows. Our total exposure to energy stocks is modest in the Fund. More...

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Yacktman Funds Comments on BNY Mellon Guru stock highlight
BNY Mellon (NYSE:BK) dropped with general weakness in the financial sector. We think the company is highly focused on achieving improved performance from its market leading custodial and investment management businesses, and the shares are attractively priced. More...

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Yacktman Funds Comments on P&G Guru stock highlight
P&G (NYSE:PG) was a solid performer in the quarter, along with the general strength in the consumer staples sector. Over the last few years, P&G has exited many non-core businesses and has continued restructuring operations to allow management to focus on those markets with the best prospects for long-term growth. More...

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Yacktman Funds Comments on Oracle Guru stock highlight
Oracle (NYSE:ORCL)’s shares rallied after the company reported better-than-expected results. We continue to think the shares are attractive at the current valuation. Although Oracle’s best days of growth are likely behind the company, we think the business can produce strong free cash flow and continue to expand its business over time. More...

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Yacktman Funds Comments on Sysco Guru stock highlight
Sysco (NYSE:SYY), the leading food distribution company in the United States, was a strong performer in the first quarter. After struggling for several years with significant margin pressure, Sysco has shown signs of improvement in recent quarters. The company also announced a $3.1 billion acquisition of Brakes Group, a leading European foodservices distributor, which could provide a platform for additional non-U.S. expansion over time. More...

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Yacktman Fund 1st Quarter Commentary Yacktman managers look at market and holdings Donald Yacktman - Yacktman Fund 1st Quarter Commentary
The AMG Yacktman Fund (Trades, Portfolio) (“Fund”) returned 4.1% for the first quarter of 2016 compared with 1.4% appreciation for the benchmark, the S&P 500 Index. For the 12 months ending March 31, 2016, the Fund returned 1.6% versus the benchmark return of 1.8%. More...

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Yacktman Focused Fund 1st Quarter Shareholder Letter Yacktman gives investment outlook and review of holdings Donald Yacktman - Yacktman Focused Fund 1st Quarter Shareholder Letter
The AMG Yacktman Focused Fund (Trades, Portfolio) (“Fund”) (Service Class) returned 4.4% for the first quarter of 2016 compared with 1.4% for the benchmark, the S&P 500 Index. For the 12 months ending March 31, 2016, the Fund returned 2.1%, versus the benchmark return of 1.8%. More...

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Market Trends Lower After Weak Economic Data Jobs report show private sector jobs below consensus  - Market Trends Lower After Weak Economic Data
U.S. market indexes continued to report losses Wednesday after weak economic data dragged on valuations. For the day the Dow Jones Industrial Average closed at 17,651.61 for a loss of 99.30 points or 0.56%. The S&P 500 (SPY) was also lower, closing at 2,051.16 for a loss of 12.21 points or 0.59%. More...

U.S. FINANCIAL MARKET, U.S. ECONOMY


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Donald Smith Sells Shares in Insurance Companies Guru exits positions in Validus Holdings and Royal Caribbean Donald Smith - Donald Smith Sells Shares In Insurance Companies
Guru Donald Smith (Trades, Portfolio), CIO of Donald Smith (Trades, Portfolio) & Co., added to some stakes and bought a few new ones in the first quarter, but his biggest transactions were divestitures and reductions, many of them in the insurance industry. More...

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My “Old Faithful” Stocks Have Averaged a 23% Return Stocks that pass the Old Faithful screen  - My “Old Faithful” Stocks Have Averaged A 23% Return
I call it “Old Faithful.” More...

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Rating: 4.8/5 (4 votes)

Einhorn on Beating Market, New Holdings in 1st Quarter Call Einhorn went over Consol, Michael Kors, gold, shorts, new positions, Apple and more David Einhorn - Einhorn On Beating Market, New Holdings In 1st Quarter Call
Hedge fund manager David Einhorn (Trades, Portfolio) held a conference call Tuesday to discuss the earnings of his reinsurance company and investment vehicle, Greenlight Re, with more upbeat news than in recent periods. Holdings in Greenlight’s portfolio climbed 2.5%, while the S&P 500 index rose just 1.5% in the first three months of the year. Last year, Einhorn suffered a 20% loss. More...

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Baron Opportunity Fund 1st Quarter Letter Fund declined 7.76%, trailing the Russell 3000 Growth Index Ron Baron - Baron Opportunity Fund 1st Quarter Letter
Dear Baron Opportunity Fund Shareholder: More...

BARON OPPORTUNITY FUND,FIRST QUARTER,LETTER,GROWTH INVESTING,RON BARON,


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Baron Real Estate Fund 1st Quarter Letter - Part 2 Fund exited both Forest City Realty Trust Inc. and Brookfield Infrastructure Partners L.P. Ron Baron - Baron Real Estate Fund 1st Quarter Letter - Part 2
The first quarter of 2016 was an active period for the Fund. We believe we made several improvements to the portfolio. We exited both Forest City Realty Trust, Inc. and Brookfield Infrastructure Partners L.P. (to lower the profile of companies with complex businesses and higher balance sheet leverage). We exited Hyatt Hotels Corp. as part of our desire to reduce the Fund’s overall hotel exposure. Following its strong share price performance over the last few years, we trimmed our position in Equinix, Inc. The Fund also greatly trimmed its position in CaesarStone Sdot-Yam Ltd. and reallocated the proceeds to higher conviction ideas. More...

BARON, REAL ESTATE FUND,FIRST QUARTER,LETTER,PART TWO,VALUE INVESTING,LONG-TERM,


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Now May Not Be the Time to Buy Apple Apple is perfectly priced, but growth concerns will continue holding the stock back  - Now May Not Be The Time To Buy Apple
Apple’s (NASDAQ:AAPL) recent struggles have many people doubting the company’s long-term potential. With the stock selling off almost 15% in just a matter of days, investors are getting nervous about the upside potential of the stock. More...

SHORT, TECH


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Apple Likely to Lag the Market for Years Being the No. 1 company in the global economy equates to lower growth for current investors  - Apple Likely To Lag The Market For Years
Apple (NASDAQ:AAPL) is a consumer-driven technology company with some of the most popular devices on the market. As long as these devices are used, it has positioned itself to continue generating significant profits for years to come. More...

TECHNOLOGY, APPLE. UBER, GOOGLE, SELF-DRIVING CARS, VR, VIRTUAL REALITY


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Altisource Portfolio Solutions CEO Invests in Company William Shepro purchases 1,700 shares Murray Stahl - Altisource Portfolio Solutions CEO Invests In Company
William Shepro (Insider Trades), CEO of Altisource Portfolio Solutions SA (ASPS), purchased 1,700 company shares on May 2. More...

WILLIAM SHEPRO, ALTISOURCE PORTFOLIO SOLUTIONS SA, INSIDER TRADES


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Quarterly 'Guess What Warren Buffett Bought' Contest Guess what stocks Warren Buffett bought or added to in the first quarter and win a free book Warren Buffett - Quarterly 'Guess What Warren Buffett Bought' Contest
Buffett will disclose his first-quarter buys and sells in two weeks, after unloading his up-to-date investing thoughts and witticisms for a sea of shareholders and a livestreamed audience last weekend at the Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) meeting in Omaha. More...

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