Last Update: 12-31-1969

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Donald Yacktman Increases America's Car-Mart Holding Yacktman increases stake by over 1,000%
Guru Donald Yacktman (Trades, Portfolio) founded Yacktman Asset Management in 1992. Prior to this he served as a senior portfolio manager of Selected Financial Services Inc. He is a co-manager for AMG Yacktman Focused Fund (Trades, Portfolio) and the award-winning AMG Yacktman Fund (Trades, Portfolio). Read more...
Lou Simpson Adds to Valeant Stake Former Geico CEO ups holding in 4th quarter
Guru Lou Simpson (Trades, Portfolio) ran the Geico insurance, a subsidiary of Berkshire Hathaway (BRK.A) (BRK.B) for more than three decades with outstanding returns. In his 2004 letters to shareholders, Warren Buffett (Trades, Portfolio) dedicated an entire section to Lou Simpson (Trades, Portfolio) called "Portrait of a Disciplined Investor." Read more...
3D Printing Company Stratasys Has Yet to Reach a Bottom Bad management and falling sales will put pressure on Stratasys’ shares
3D printing stocks have been struggling for over a year now, and market leader Stratasys (NASDAQ:SSYS) is no exception to it. The stock was hovering near 52-week lows. On the other hand, Voxeljet’s (NYSE:VJET) better-than-expected 2016 revenue guidance gave the entire 3D printing sector a big boost. Stratasys, which was down almost 30% year to date, also jumped on the news. Read more...
Lululemon: What Is Steve Mandel's Thesis? Retail specialist Mandel is buying into Lululemon, but is there any value there?
Steve Mandel (Trades, Portfolio) is the founder of Lone Pine Capital. He has a terrific track record with his long/short equity portfolio, which began in 1997. Previously he was a senior managing director and consumer analyst at Tiger Management (1990 to 1997) under Julian Robertson (Trades, Portfolio) and a mass-market retailing analyst at Goldman Sachs (1984 to 1990). Lone Pine Capital got its name from a tree at Mandel’s alma mater that survived a lightning strike. Read more...
Pzena Trades in Familiar Companies in 4th Quarter Guru makes 5 new buys
Richard Pzena (Trades, Portfolio), founder and co-chief investment officer of Pzena Investment Management LLC, tended to make his biggest fourth-quarter trades in existing stakes rather than new ones. Read more...
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Commentaries and Stories

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Pzena Trades in Familiar Companies in 4th Quarter Guru makes 5 new buys Richard Pzena - Pzena Trades In Familiar Companies In 4th Quarter
Richard Pzena (Trades, Portfolio), founder and co-chief investment officer of Pzena Investment Management LLC, tended to make his biggest fourth-quarter trades in existing stakes rather than new ones. More...

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Lululemon: What Is Steve Mandel's Thesis? Retail specialist Mandel is buying into Lululemon, but is there any value there? Steve Mandel - Lululemon: What Is Steve Mandel's Thesis?
Steve Mandel (Trades, Portfolio) is the founder of Lone Pine Capital. He has a terrific track record with his long/short equity portfolio, which began in 1997. Previously he was a senior managing director and consumer analyst at Tiger Management (1990 to 1997) under Julian Robertson (Trades, Portfolio) and a mass-market retailing analyst at Goldman Sachs (1984 to 1990). Lone Pine Capital got its name from a tree at Mandel’s alma mater that survived a lightning strike. More...

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Donald Yacktman Increases America's Car-Mart Holding Yacktman increases stake by over 1,000% Donald Yacktman - Donald Yacktman Increases America's Car-Mart Holding
Guru Donald Yacktman (Trades, Portfolio) founded Yacktman Asset Management in 1992. Prior to this he served as a senior portfolio manager of Selected Financial Services Inc. He is a co-manager for AMG Yacktman Focused Fund (Trades, Portfolio) and the award-winning AMG Yacktman Fund (Trades, Portfolio). More...

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Lou Simpson Adds to Valeant Stake Former Geico CEO ups holding in 4th quarter Lou Simpson - Lou Simpson Adds To Valeant Stake
Guru Lou Simpson (Trades, Portfolio) ran the Geico insurance, a subsidiary of Berkshire Hathaway (BRK.A) (BRK.B) for more than three decades with outstanding returns. In his 2004 letters to shareholders, Warren Buffett (Trades, Portfolio) dedicated an entire section to Lou Simpson (Trades, Portfolio) called "Portrait of a Disciplined Investor." More...

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Mr. Market and a Valuation of the Dow Jones Industrial Average - February A summary of all 551 company valuations by ModernGraham  - Mr. Market And A Valuation Of The Dow Jones Industrial Average - February
Mr. Market's mental state More...

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3D Printing Company Stratasys Has Yet to Reach a Bottom Bad management and falling sales will put pressure on Stratasys’ shares  - 3D Printing Company Stratasys Has Yet To Reach A Bottom
3D printing stocks have been struggling for over a year now, and market leader Stratasys (NASDAQ:SSYS) is no exception to it. The stock was hovering near 52-week lows. On the other hand, Voxeljet’s (NYSE:VJET) better-than-expected 2016 revenue guidance gave the entire 3D printing sector a big boost. Stratasys, which was down almost 30% year to date, also jumped on the news. More...

SHORT


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Spirit Airlines' Low Cost Advantage Positioned for Long-Term Profitability Spirit keeps expenses even lower than other famous low-cost carriers  - Spirit Airlines' Low Cost Advantage Positioned For Long-Term Profitability
I have just pitched one of my favorite long positions, Spirit Airlines (NASDAQ:SAVE). Normally, an airline business could be thought of as a combination of high fixed operating costs and high capital expenditures for airline purchases and leasing. Those business characteristics result in high debt level and low return on equity. However, Spirit Airlines has proved the opposite. In the past three years, Spirits Airlines has generated high double-digit returns on both equity and assets. Trailing 12 months, its return on equity reached nearly 28.5%, while its return on assets was nearly 16%. How can Spirit Airlines generate such a high return? Let’s take a deeper look. More...

LONG


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Incompetent Management May Kill GoPro GoPro will continue moving lower under the leadership of CEO  - Incompetent Management May Kill GoPro
Over the last few months, I have been recommending investors to short or sell GoPro (NASDAQ:GPRO). Since my initial call, shares of GoPro have fallen as much as 40%. The downfall was propelled by the company’s poor earnings report. GoPro released its Q4 earnings earlier this week and despite the company reducing its guidance in the previous months, it missed the mark by a wide margin. More...

SHORT, TECHNOLOGY


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Yacktman Fund Comments on Staples Guru stock highlight
Staples (NASDAQ:SPLS) was weak after the Federal Trade Commission challenged its proposed merger with Office Depot due to anti- trust concerns. The company is a significant free cash flow generator and inexpensive even though the industry is under intense pressure. There could be significant additional upside if Staples is able to ultimately prevail in its attempt to acquire Office Depot. More...

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Yacktman Fund Comments on Apollo Guru stock highlight
Apollo (NASDAQ:APOL) continues to face challenging business and regulatory environments. The company has a strong balance sheet and early in 2016 announced it was exploring strategic alternatives that could lead to a change of control. More...

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Yacktman Fund Comments on C.H. Robinson Guru stock highlight
C.H. Robinson (NASDAQ:CHRW) continues to face challenges and earnings pressure from improved competition. We think the company is well positioned to handle challengers and remain a dominant force in the logistics industry. More...

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Yacktman Fund Comments on PepsiCo Guru stock highlight
PepsiCo (NYSE:PEP)’s shares performed well during the quarter after the company delivered solid results. Businesses like PepsiCo, which sell products that are consumed in good times and bad, can provide good stability to a portfolio during times of market distress. More...

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Yacktman Fund Comments on P&G Guru stock highlight
P&G (NYSE:PG)’s shares bounced back during the quarter, although the shares were still down for the year. Strong currency headwinds caused many to overlook the significant progress the company has made in streamlining its business and cutting costs. New Chief Executive Officer David Taylor took charge during the quarter and we anticipate solid execution from him. During the year we increased our position in P&G’s shares when the stock declined. More...

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Yacktman Fund Comments on Microsoft Guru stock highlight
Microsoft (NASDAQ:MSFT)’s shares were strong as investors continued to gain enthusiasm for the company’s cloud-based business prospects, which should return the company to steady growth. Microsoft’s stock is on the more positive side of investor enthusiasm recently after being out of favor for years while its business momentum stalled. We were attracted to the shares because we felt the valuation was too pessimistic and the company had many new business opportunities that we were, in essence, getting for free. More...

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FPA Capital Fund 4th Quarter 2015 Commentary Commentary on the markets and important holdings from First Pacific Advisors FPA Capital Fund - FPA Capital Fund 4th Quarter 2015 Commentary
Dear Fellow Shareholders, More...

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Donald Yacktman's Yacktman Fund 4th Quarter Commentary Value investor and GuruFocus Value Conference speaker's shareholder letter says 'It's like deja vu all over again' Donald Yacktman - Donald Yacktman's Yacktman Fund 4th Quarter Commentary
The AMG Yacktman Fund (Trades, Portfolio) returned 4.8% for the fourth quarter of 2015 compared with 7.0% appreciation for the benchmark, the S&P 500 Index. For the 12 months ending December 31, 2015, the Fund returned -5.6% versus the benchmark return of 1.4%. Performance for all share classes can be found on page 4 of this document and on our website at www.amgfunds.com. More...

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Auxier Asset Management Year-End 2015 Market Commentary The Auxier Report for fourth quarter 2015 Jeff Auxier - Auxier Asset Management Year-End 2015 Market Commentary
Year End 2015 Market Commentary More...

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Donald Yacktman Trims Stake in Procter & Gamble in 4th Quarter Guru also reduces holdings in PepsiCo, Coca-Cola and Microsoft Donald Yacktman - Donald Yacktman Trims Stake In Procter & Gamble In 4th Quarter
Donald Yacktman (Trades, Portfolio), president and co-chief investment officer of Yacktman Asset Management Co. and a co-manager for The Yacktman Fund (Trades, Portfolio)s, reduced more than 40 of his existing stakes in the fourth quarter, including several holdings in well-known companies. More...

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On Running a Concentrated Portfolio I can also watch 20-30 stocks like a hawk  - On Running A Concentrated Portfolio
I tend to run a fairly concentrated portfolio at Sizemore Capital. My Dividend Growthportfolio – which is an income-focused long-only strategy – will generally have between 20 and 30 stocks at any given time. More...

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Dividend Cut Risk of the 6 Oil Super Majors Analysis of safety of the dividends of largest oil companies  - Dividend Cut Risk Of The 6 Oil Super Majors
Oil prices have collapsed from highs of ~$120 per barrel to lows of ~$30 per barrel. More...

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