Last Update: 12-31-1969

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Roger Penske Buys Penske Automotive Chairman and CEO acquired shares in transportation company
Roger Penske (Insider Trades), chairman and CEO of Penske Automotive Group Inc. (PAG), acquired 478,000 shares of the company on Aug. 29. The average price per share was $44.21 for a total transaction of $21,132,380. Penske Automotive, an international transportation service company, has a market cap of $3.86 billion. Read more...
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U.S. Market Indexes Lower with Higher Trending Credit Rates Equity market valuations continue to decrease.
U.S. market indexes were lower Wednesday. For the day, the Dow Jones Industrial Average closed at 18400.88 for a loss of -53.42 points or -0.29%. The S&P 500 was also down, closing at 2170.95 for a loss of -5.17 points or -0.24%. The Nasdaq Composite closed lower at 5213.22 for a loss of -9.77 points or -0.19%. The VIX Volatility Index was higher at 13.41 for a gain of 0.29 points or 2.21%. Read more...
David Tepper Exits Facebook, Boosts Allergan Guru's second quarter trades
David Tepper (Trades, Portfolio) is the founder of Appaloosa Management, which is a $3 billion hedge fund investment firm based in Chatham, New Jersey. The following are his largest trades of the second quarter. Read more...
Seth Klarman Sells Paypal, Novagold Guru's largest 2nd quarter sales
Seth Klarman (Trades, Portfolio) is a value investor and portfolio manager at The Baupost Group. During the second quarter, the guru sold shares in the following stocks. Read more...
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U.S. Market Indexes Lower with Higher Trending Credit Rates Equity market valuations continue to decrease.  - U.S. Market Indexes Lower With Higher Trending Credit Rates
U.S. market indexes were lower Wednesday. For the day, the Dow Jones Industrial Average closed at 18400.88 for a loss of -53.42 points or -0.29%. The S&P 500 was also down, closing at 2170.95 for a loss of -5.17 points or -0.24%. The Nasdaq Composite closed lower at 5213.22 for a loss of -9.77 points or -0.19%. The VIX Volatility Index was higher at 13.41 for a gain of 0.29 points or 2.21%. More...

U.S. FINANCIAL MARKET, ADP EMPLOYMENT REPORT


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Roger Penske Buys Penske Automotive Chairman and CEO acquired shares in transportation company Chuck Royce - Roger Penske Buys Penske Automotive
Roger Penske (Insider Trades), chairman and CEO of Penske Automotive Group Inc. (PAG), acquired 478,000 shares of the company on Aug. 29. The average price per share was $44.21 for a total transaction of $21,132,380. Penske Automotive, an international transportation service company, has a market cap of $3.86 billion. More...

ROGER PENSKE, PENSKE AUTOMOTIVE, INSIDER TRADES


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Prem Watsa Buys 5% More of Owner of Canada's Largest Daily Newspaper Watsa owns almost a third of the media company after the buy Prem Watsa - Prem Watsa Buys 5% More Of Owner Of Canada's Largest Daily Newspaper
Investor Prem Watsa (Trades, Portfolio) bought a large chunk of Canada-based media company and owner of Canada’s largest daily newspaper Torstar Corp. (TSX:TS.B) that increased his ownership to 27.4% of the company, he reported Thursday.Watsa, whose investment vehicle Fairfax Financial (TSX:FFH) often draws comparisons to Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), acquired 3,539,400 of Torstar’s Class B shares, equivalent to 4.9% of those outstanding. Watsa acquired the shares in the midst of their 40% slide this year from a price of $2.78. He purchased 939,400 of the shares on June 3 at a price of $1.77, and 2.6 million Thursday when the price dropped to $1.40.Fairfax, a conglomerate that often acquires whole companies, bought the shares on the open market, and may continue to buy more in the future, it said.Torstar owns hundreds of daily and community newspapers, specialty publications and digital media interests and has seen revenue and earnings declines in recent years. In the most recent second quarter, it produced a net loss of $23.9 million or 30 cents per share, compared to $1.1 million or 1 cent per the same period a year ago. Revenue declined 9.4% to $196.5 million in the second quarter from $216.9 million a year ago.In the past five years, its revenue has declined at an annual rate of 14.3%, while book value was erased at a rate of 3.8%. Torstar ended the second quarter with $24.1 million in cash and no long-term debt. Its dividend, maintained at 13.125 cents for four years, has been cut to 2.5 cents the start of 2015. On July 6, Torstar announced the retirement of its president and CEO, David Holland.Torstar’s stock price fell 83% over the past five years and traded at 1.64 Canadian dollars per share on Wednesday, giving the company a $119 million market cap. Watsa has had a penchant for ailing companies at rock-bottom prices in recent years. He has an 8.94% stake in smartphone maker BlackBerry (NASDAQ:BBRY) as his largest portfolio position, which he started more than five years ago. He has also taken an active role in the turnaround effort at the company, whose stock price dropped 74% over the past five years.See Prem Watsa (Trades, Portfolio)’s portfolio here. Start a free 7-day trial of Premium Membership to GuruFocus. More...

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David Nadel Trims TravelSky Holding Company is close to 10-year high in price David Nadel - David Nadel Trims TravelSky Holding
David Nadel (Trades, Portfolio) trimmed his stake in TravelSkyTechnology Ltd. (HKSE:00696) during the second quarter. More...

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Backtesting Feature Identifies Top-Performing Strategies New feature insight: high dividend yields offer strong portfolio returns  - Backtesting Feature Identifies Top-Performing Strategies
GuruFocus launched the new Backtesting feature within the All-in-One Guru Screener on June 20, allowing users to model an investing strategy’s performance relative to the Standard & Poor’s 500 index, one of the most commonly used benchmarks. More...

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US Foods Holding Is Worth Holding Company reported mixed quarterly results and is poised to grow with its initiatives  - US Foods Holding Is Worth Holding
US Foods Holding Corp. (NYSE:USFDwent public on May 26 and is playing well. More...

LONG


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Charles de Vaulx Hikes Stake in Hyundai Motors Company is close to 5-year low in price Charles de Vaulx - Charles De Vaulx Hikes Stake In Hyundai Motors
Morocco native Charles de Vaulx (Trades, Portfolio) more than tripled his stake in Hyundai Motor Co. (XKRX:005380) during the second quarter. More...

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Click Holdings Is a Growth Manager's Dream Stock South African retailer has almost no debt and has been putting up double-digit sales growth  - Click Holdings Is A Growth Manager's Dream Stock
Clicks Group (CLCGY) is a South African retailer that has been growing year after year. It owns the rights to GNC, Body Shop, Claire’s and several other retailers and pharmaceutical businesses in southern Africa. More...

SOUTH AFRICA


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David Funds Comments on Encana Guru stock highlight
Our fourth representative holding is the Canadian shale oil and gas company Encana (NYSE:ECA), a business that fits all three of these criteria. Based on global supply and demand projections for oil, we do not believe the current price of $45 per barrel is sustainable.10 In our view, oil prices will have to increase significantly over time to provide enough supply to meet growing global demand. In addition, because Encana’s reserves are located in the core of four of the top six shale areas in North America, Encana’s costs to develop and produce oil and gas are quite low. More...

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David Funds Comments on Tencent Guru stock highlight
Given Tencent (HKSE:00700)’s key position in Naspers’ business, examining Tencent’s operations more closely is worthwhile. Tencent is led by Chinese entrepreneur Ma Huateng, also known as Pony Ma. The company’s messaging app WeChat has 700 million users and is the leading social media website in China. In addition, Tencent is one of the world’s largest video gaming companies with such popular games as League of Legends, CrossFire and Dungeon Fighter Online as well as an 84% stake in one of the world’s leading mobile video gaming companies Supercell. In addition, Tencent has built a highly desirable portfolio of strategic investments in other leading Internet companies such as e-commerce company JD.com, U.S. video game leader Activision Blizzard, China’s ride-sharing leader Didi Chuxing, and classified ads leader 58.com. Through our investment in Naspers we are effectively investing in Tencent at a 15% discount and paying 23 times 2017 owner earnings for a company growing revenues and earnings at 25% to 30% a year. More...

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David Funds Comments on Naspers Guru stock highlight
A third representative holding is Naspers (NPN), a company most investors would not recognize despite its $60 billion market capitalization. Naspers is a South African conglomerate that owns a diverse array of media and Internet holdings in emerging markets. The company’s satellite TV business is the largest in Africa with 10 million subscribers, and its online classified ad business operates in 31 countries with leading positions in key markets such as Brazil, India, Indonesia, and Russia. Naspers also owns 15% of Flipkart, one of the leading e-commerce businesses in India. Moreover, in 2010 Naspers invested $34 million in Tencent Holdings, one of China’s largest, most innovative and most used Internet portals, and today the company’s 34% stake is worth $72 billion. Considering that Naspers total market capitalization is $60 billion and also includes other assets, the company’s valuation is attractive in our view. More...

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David Funds Comments on United Technologies Guru stock highlight
United Technologies (NYSE:UTX) is a good example of a company with both a durable business and an innovative culture. United Technologies’ four business segments are of roughly equal size and include Pratt & Whitney jet engines and aerospace parts such as landing gear and nacelles (the outer casing of an aircraft engine), Otis Elevator, and Carrier heating and ventilation systems. Pratt & Whitney, for example, enjoys solid growth prospects driven by increased global travel as well as a favorable market structure with only one key competitor in the narrow body or single aisle commercial aircraft business. Moreover, Pratt & Whitney is now rolling out its new PurePower Geared Turbofan (GTF) jet engine that, according to United Technologies, reduces fuel consumption by 16%, environmental emissions by 50% and noise levels during landing and takeoff by 75%.8 According to industry observers, Pratt & Whitney’s GTF jet engine represents one of the biggest advances in jet engines in the past 50 years, which could More...

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David Funds Comments on Amazon Guru stock highlight
Adaptability not only results in pricing power but also the ability to create new markets. Amazon (NASDAQ:AMZN) provides a prime example. Looking back at Amazon’s humble beginnings in 1994, clearly one of the reasons the company became the world’s largest bookseller was that Amazon created entirely new markets. The Kindle E-reader was not only a product innovation but also a business model innovation. Printing and shipping costs suddenly disappeared, combining improved convenience for consumers with higher profits for Amazon. Company founder Jeff Bezos and his team then proved they would not be satisfied to sit on their laurels by parlaying their expertise in cloud computing, gained from running their retail business, to an Infrastructure as a Service (IaaS) business for third parties. Thus, was born Amazon Web Services (AWS), which reached $10 billionin sales even faster than Amazon’s retail business and which one day might surpass the retail segment in size.7 More...

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Here’s Why Kroger’s ClickList Carries Huge Potential The ClickList ecommerce option from Kroger is merely scratching the surface  - Here’s Why Kroger’s ClickList Carries Huge Potential
I recently wrote about how Kroger (NYSE:KR) bucked the retail trend by showing steady growth over the past 10 years and the reasons why that was so. The ecommerce problem isn’t going to go away for brick-and-mortar retailers, and the sooner they move into that space, the better. More...

LONG, RETAIL, ECOMMERCE


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Car Sales Expected to Remain Stagnant How will it affect your investments?  - Car Sales Expected To Remain Stagnant
The automobile sector has been hit hard over the past year. More...

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David Tepper Exits Facebook, Boosts Allergan Guru's second quarter trades David Tepper - David Tepper Exits Facebook, Boosts Allergan
David Tepper (Trades, Portfolio) is the founder of Appaloosa Management, which is a $3 billion hedge fund investment firm based in Chatham, New Jersey. The following are his largest trades of the second quarter. More...

BUY, SELL, TEPPER, APPALOOSA


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Seth Klarman Sells Paypal, Novagold Guru's largest 2nd quarter sales Seth Klarman - Seth Klarman Sells Paypal, Novagold
Seth Klarman (Trades, Portfolio) is a value investor and portfolio manager at The Baupost Group. During the second quarter, the guru sold shares in the following stocks. More...

KLARMAN, SALES, SECOND, QUARTER


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Merck Will Hold Steady on Div Increase Despite Flat Revenue Growth A low-risk dividend for the short to mid term  - Merck Will Hold Steady On Div Increase Despite Flat Revenue Growth
From the price to sales point of view, Merck (NYSE:MRK) is one of the most expensive healthcare stocks, trading at nearly 4.5 times sales, more than you need to pay for Pfizer (NYSE:PFE) or Novartis (NYSE:NVS). Merck is possibly the only pharma major to see its stock price almost steadily rise in the last five years. It has more than doubled its price during that time, from under $30 in August 2011 to above $60 in August 2016. More...

LONG, PHARMACEUTICALS, MEDICAL


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Davis Global Fund Semi-Annual Review 2016 Update from portfolio manager Danton Goei Chris Davis - Davis Global Fund Semi-Annual Review 2016
Summary More...

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Intel and NVIDIA Fighting for Deep Learning Dominance Both companies will have their fair share of a rapidly expanding market  - Intel And NVIDIA Fighting For Deep Learning Dominance
Intel (NASDAQ:INTC), the chip maker who returned to sales growth this year after seeing its revenue stagnate in 2015, has been doubling down on its efforts to capitalize the growth opportunity in the Internet of Things and datacenter markets. More...

LONG, TECHNOLOGY, CLOUD


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