Last Update: 12-31-1969

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Columbia Wanger Sells Out 3 Stakes in Portfolio 2 companies to be sold this year
Columbia Wanger (Trades, Portfolio) sold out three stakes on April 30 – Select Comfort Corp. (NASDAQ:SCSS), Cvent Inc. (NYSE:CVT) and Textura Corp. (NYSE:TXTR). Read more...
David Einhorn Purchases 4 Stocks Near Multi-Year Lows Each company has run into a negative event
David Einhorn (Trades, Portfolio), founder of hedge fund Greenlight Capital, turned a corner this year, gaining 3.0% net of fees in the first three months after five consecutive quarters of losses. Celebration was temperate in his shareholder letter out this week as he told investors he would “like to make it a habit” but did not manage the portfolio for mere short-sighted quarterly gains. Read more...
Economic Data Continues to Be Weak GDP grows by only 0.5% in 1st quarter
U.S. market indexes closed broadly lower again on Thursday. Economic data for the week has continued to trend lower and today’s report on jobless claims also added to the lower trend. On Thursday, the Dow Jones Industrial Average closed at 17,660.44 and was flat for the day with a 0.05% gain. IBM (NYSE:IBM) led gains, while JPMorgan (NYSE:JPM) led losses. The S&P 500 was also flat, closing at 2,050.61 for a gain of 0.51 points or 0.02%. The Nasdaq Composite closed lower for the day at 4,717.09 for a loss of 8.55 points or 0.18%. Read more...
Matthews Pacific Tiger Fund Maintains Its Mission Guru trades in Asian holdings in 1st quarter
The Matthews Pacific Tiger Fund (Trades, Portfolio) lost 1.3% in its returns in 2015, a rather sharp drop from its 11.79% return rate the year before, but remained true to its commitment to Asian investments in its first-quarter deals. Read more...
Spiros Segalas Buys McDonald's, Microsoft, Alibaba Fund manager's largest trades in 1st quarter
The Harbor Capital Appreciation Fund, subadvised by Jennison Associates, invests primarily in equity securities, specifically U.S. companies with market capitalizations of at least $1 billion at the time of purchase. The fund is led by Spiros Segalas. The following are his trades during the first quarter that had the largest impact on the total assets. Read more...
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David Einhorn Purchases 4 Stocks Near Multi-Year Lows Each company has run into a negative event David Einhorn - David Einhorn Purchases 4 Stocks Near Multi-Year Lows
David Einhorn (Trades, Portfolio), founder of hedge fund Greenlight Capital, turned a corner this year, gaining 3.0% net of fees in the first three months after five consecutive quarters of losses. Celebration was temperate in his shareholder letter out this week as he told investors he would “like to make it a habit” but did not manage the portfolio for mere short-sighted quarterly gains. More...

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Columbia Wanger Sells Out 3 Stakes in Portfolio 2 companies to be sold this year Columbia Wanger - Columbia Wanger Sells Out 3 Stakes In Portfolio
Columbia Wanger (Trades, Portfolio) sold out three stakes on April 30 – Select Comfort Corp. (NASDAQ:SCSS), Cvent Inc. (NYSE:CVT) and Textura Corp. (NYSE:TXTR). More...

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Economic Data Continues to Be Weak GDP grows by only 0.5% in 1st quarter  - Economic Data Continues To Be Weak
U.S. market indexes closed broadly lower again on Thursday. Economic data for the week has continued to trend lower and today’s report on jobless claims also added to the lower trend. On Thursday, the Dow Jones Industrial Average closed at 17,660.44 and was flat for the day with a 0.05% gain. IBM (NYSE:IBM) led gains, while JPMorgan (NYSE:JPM) led losses. The S&P 500 was also flat, closing at 2,050.61 for a gain of 0.51 points or 0.02%. The Nasdaq Composite closed lower for the day at 4,717.09 for a loss of 8.55 points or 0.18%. More...

U.S. FINANCIAL MARKET


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Matthews Pacific Tiger Fund Maintains Its Mission Guru trades in Asian holdings in 1st quarter Matthews Pacific Tiger Fund - Matthews Pacific Tiger Fund Maintains Its Mission
The Matthews Pacific Tiger Fund (Trades, Portfolio) lost 1.3% in its returns in 2015, a rather sharp drop from its 11.79% return rate the year before, but remained true to its commitment to Asian investments in its first-quarter deals. More...

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Larry Pitkowsky Reviews His Contrarian Winners and Losers Co-founder of GoodHaven Capital speaks at GuruFocus' Value Conference  - Larry Pitkowsky Reviews His Contrarian Winners And Losers
Contrarian investor Larry Pitkowsky of GoodHaven Capital Management has showed that it's no easy feat to be successful at the strategy. He shared his three big contrarian wins, as well as one of his large missteps, at GuruFocus' Value Conference this past Friday in Omaha. More...

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Spiros Segalas Buys McDonald's, Microsoft, Alibaba Fund manager's largest trades in 1st quarter Spiros Segalas - Spiros Segalas Buys McDonald's, Microsoft, Alibaba
The Harbor Capital Appreciation Fund, subadvised by Jennison Associates, invests primarily in equity securities, specifically U.S. companies with market capitalizations of at least $1 billion at the time of purchase. The fund is led by Spiros Segalas. The following are his trades during the first quarter that had the largest impact on the total assets. More...

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Infinera's CEO Buys Company Shares Insider invests in 100,000 shares  - Infinera's CEO Buys Company Shares
Thomas Fallon (Insider Trades), CEO of Infinera Corp. (INFN), bought 100,000 shares of the company on May 3. More...

THOMAS FALLON, INFINERA CORP, INSIDER TRADES


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Royce Funds Commentary: The Economy's Journey into Uncharted Waters Portfolio Manager Charlie Dreifus sees high-quality, inexpensive, and dividend-growing businesses as the best choice in a still challenging environment Chuck Royce - Royce Funds Commentary: The Economy's Journey Into Uncharted Waters
With negative yields and financial experimentation ongoing and the world still dependent on monetary stimulus, Portfolio Manager Charlie Dreifus sees high-quality, inexpensive, and dividend-growing businesses as the best choice in a still challenging environment. More...

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The Art of Speculation Philip Carret's definition of speculation as an art inspires Amazon acquisition Warren Buffett - The Art Of Speculation
Philip L. Carret lived from 1896 to 1998, and, according to Warren Buffett (Trades, Portfolio), he had "the best long-term investment record of anyone I know." More...

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Matthews China Fund Buys Stake in Alibaba 4 of fund's 5 new buys in 1st quarter have significant impacts on portfolio Matthews China Fund - Matthews China Fund Buys Stake In Alibaba
The Matthews China Fund (Trades, Portfolio) made five new buys in the first quarter, and four of them had impacts of 1.82% or greater on the fund’s portfolio. More...

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Tweedy Browne Fund 1st Quarter 2016 Commentary Review of economy and holdings Tweedy Browne - Tweedy Browne Fund 1st Quarter 2016 Commentary
High equity valuations combined with increasing macroeconomic worries, not the least of which is the sense that monetary largesse may have run its course, continued to roil global equity markets in the first quarter. After a turbulent start to the New Year similar to that faced late last summer, equity markets rather quickly regained their composure to finish the second half of the quarter with a flourish, recouping much of the losses they suffered in the first half of the quarter. With the exception of the Wordwide High Dividend Yield Value Fund, which modestly underperformed its benchmark over the last three months, our remaining three Funds all outperformed their benchmarks in the first quarter, which led to an index beating result, albeit negative, over the last fiscal year in our two global value funds. More...

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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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