James Barrow

Last Update: 2014-05-13

Number of Stocks: 171
Number of New Stocks: 13

Total Value: $69,879 Mil
Q/Q Turnover: 7%

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

James Barrow' s Profile & Performance

Profile

Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.

Web Page:https://www.barrowhanley.com/

Investing Philosophy

Barrow, Hanley, Mewhinney & Strauss' equity portfolios will always exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.

Total Holding History

Performance of Vanguard Selected Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201342.0431.5510.5
201215.2515.4-0.1
20110.822.08-1.3
3-Year Cumulative65 (18.2%/year)55 (15.7%/year)10 (2.5%/year)
201019.4415.064.4
200936.2626.469.8
5-Year Cumulative168.6 (21.8%/year)125.5 (17.7%/year)43.1 (4.1%/year)
2008-35.49-371.5
2007-0.235.61-5.8
20067.9515.79-7.8
20051.524.91-3.4
200411.8612-0.1
10-Year Cumulative111.9 (7.8%/year)104.1 (7.4%/year)7.8 (0.4%/year)
200315.2128.7-13.5
20025.13-22.127.2
20017.91-11.919.8
20005.75-9.114.9
19990.3721-20.6
15-Year Cumulative194 (7.5%/year)98.3 (4.7%/year)95.7 (2.8%/year)
199817.5128.6-11.1
1997-6.5833.4-40.0

Top Ranked Articles

A Graham Defensive Pick: Regal-Beloit Corporation (RBC)
During times of stock market turmoil, similar to what we’ve experienced for some time now, investors will often seek to choose investment opportunities based upon the metrics described by Benjamin Graham as “defensive picks.” Read more...
Using the Aggregated Portfolio to Find the Top Guru-Held Global Banks of Q2
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 financial industry and the global banks which are held by the most gurus. The following five global banking companies are held by the largest number of gurus. Read more...
Top Third Quarter Guru-Held Energy Stocks
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 which energy companies were held by the highest number of gurus. The following five companies come from a energy sector of the market and are held by the largest number of gurus. Read more...
Deep Value Investor James Barrow Unloads Six
In the recent portfolio update of Guru James Barrow, executive director of Barrow, Hanley, Mewhinney & Strauss of Dallas, Texas, GuruFocus research shows 159 stocks, seven of them new, with a total value of $5.55 billion and a quarter-over-quarter turnover of 6%. GuruFocus research also shows that James Barrow sold out large holdings in six companies in the first quarter of 2013. Read more...
Weekly Top CFO Buys: TRST, SIBC, DLIA, MEI, JCS
According to GuruFocus Insider Data, these are the largest CFO buys during the past week: TrustCo Bank Corp. NY (TRST), State Investors Bancorp Inc. (SIBC), dELIA*s Inc. (DLIA), Methode Electronics Inc. (MEI) and Communications Systems Inc. (JCS). Read more...
» More James Barrow Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: OPK, LJPC, SFNC, HAFC, TUBE
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Held Stocks Near Historical Low P/B James Barrow,John Rogers - Guru Held Stocks Near Historical Low P/B
Buying stocks at historically low price-to-book (P/B) ratios has been an effective strategy. The model portfolio, “Top 25 Historical Low P/B Ratio Companies”, has outperformed the S&P 500 by 25.44 percent since its inception in 2010. The following stocks are the most widely held stocks by the investing gurus we follow that are trading near their historical low P/B ratios: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Many Reasons to be Bullish on Ford
In this article, let's take a look at Ford Motor Co. (F), the second largest U.S. producer of cars and trucks, which is immerse in a highly cyclical industry. More...

  • Currently 2.67/5

Rating: 2.7/5 (3 votes)

Oracle Continues to Be One the Most Profitable Business-Software Company
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Oracle Corporation (ORCL), the leading provider of enterprise technology solutions, offering software, services and hardware. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Insider Sells Highlight: Cardinal Health Inc.
CFO of Cardinal Health Inc (CAH) Jeffrey William Henderson sold 23,632 shares on July 14 at an average price of $70.65. The total transaction amount is $1,669,601. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Highest Yielding Stocks Widely Held By The Gurus
I used the GuruFocus All-In-One Screener to find stocks with the highest dividend yields owned by the gurus. I wanted a consensus opinion that the stock was worth owning, so I narrowed my search to only display stocks that were held by at least five gurus. Below are the results: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Guru Owned Large-Cap Stocks James Barrow,Jean-Marie Eveillard - Top Guru Owned Large-Cap Stocks
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 large cap companies which are held by the most gurus. The following five large-capped companies are held by the largest number of gurus during the past quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Top Five Dividend Stocks that Gurus are Holding James Barrow,Bill Gates - The Top Five Dividend Stocks That Gurus Are Holding
Using the GuruFocus All-In-One Guru Screener you can filter and find all sorts of stocks based on criteria you’ve created. I decided to take a look at which dividend-focused stocks were held by the highest number of gurus. In my personalized filter I chose to focus on companies with a dividend yield of at least 4% and that have been consistently increasing their dividends. You can view the results of my filter by clicking here. The following five stocks are held by the highest number of gurus and are actually all traded in the U.S. Market. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Major British Companies Lead Top Guru-Held UK and Ireland Stocks Bill Gates,James Barrow - Major British Companies Lead Top Guru-Held UK And Ireland Stocks
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 which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Guru Held Asian Companies of the First Quarter Ken Fisher,James Barrow - Top Guru Held Asian Companies Of The First Quarter
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 which companies based in Asian countries were held by the highest number of gurus. The following five companies come from a variety of industries, are Asian-based and are held by the largest number of gurus. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Top Five Guru-Held Financial Services Companies James Barrow,Bruce Berkowitz - Top Five Guru-Held Financial Services 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 which financial services companies are held by the most gurus. As of the first quarter, the following five financially-based companies are held by the largest number of gurus. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

A Successful Spin-Off Frees Long-Term Growth
A recovering world economy placed an additional pressure on energy supply. While the Chinese economy appears to take a breath, North America steps on the accelerator, as Europe continues to look for the ignition. All that activity implies an additional stress on oil and gas supplies. North America has seen a gas boom on which it continues to ride. Also, unconventional reserves are still an important part. On the other hand, fracking remains a relatively new production technique. More...

ENERGY, OIL, GAS, UNCONVENTIONAL, NORTH AMERICA


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

James Barrow Is Proved Right, and You Should Follow in His Steps
Rising tensions in Europe have added an extra condiment to the oil and gas market. Gas supplies have been mostly unaffected by political events throughout the last decade. Only the world economic crisis was able to have an impact on the sector. Unlike the oil sector, gas has escaped the war stories associated with the first since 2001. Nonetheless, politics manage to disturb yet another industry. That is, Russian intentions in Ukraine have the potential to disrupt current market conditions. So far, the Kremlin has assured European consumers the stability of supplies. A disruption of distribution operations, or a preferred treatment for Ukraine, will certainly have an impact on gas prices. What follows is the opening of opportunities to other gas-related companies with operations in Europe. Phillips 66 (PSX) is one important refining company, with an eye set on midstream activities. More...

ENERGY, MIDSTREAM, REFINING, NORTH AMERICA


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

What We Expect for Jet Sales at the Gulfstream Business
General Dynamics Corp. (GD) is an aerospace and defense company. It has four business groups: Aerospace, Combat Systems, Marine Systems and Information Systems and Technology. The company’s key customer is the U.S. government. The company also has business with non-U.S. governments and corporate and individual buyers of business aircraft. More...

LONG, AEROSPACE, DEFENSE


  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

James Barrow’s Silent Offshore Oil & Gas Pick
Sometimes it seems as if companies do everything within their power not to make the news. The case can be made for many businesses involved with environmental disasters, management corruption, or plain poor overall performance. Noble (NE) fits, however, in neither category. Most surprisingly, James Barrow (Trades, Portfolio) increased his share in the company after deciding to give the energy sector a bigger piece of his portfolio. Louis Moore Bacon (Trades, Portfolio) is another guru who sees prospects for growth in the firm and followed suit increasing his share. Richard Perry (Trades, More...

ENERGY, OIL, GAS, DRILLING, PRODUCTION


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Wireless Giant
As the largest wireless carrier in the U.S., Verizon Comunications Inc. (VZ) has an impressive geographical coverage of 95% of the U.S., serving 25% of its population. VZ’s reputation regarding networks without interruptions aids a strong economic moat and its customers' loyalty. Based on high cash flow levels, unmatched investment projects and comparative advantages to AT&T Communications Inc. (T), VZ offers the best wireless service in the U.S. More...

COMMUNICATIONS,TELECOM,WIRELESS CARRIERS,MOBILE,SMARTPHONE,IPHONE,4G LTE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

British Giants Top Most-Held Guru UK and Ireland Stocks James Barrow,Steve Mandel - British Giants Top Most-Held Guru UK And Ireland Stocks
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 which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Watch Out! Gurus Have a New Favorite for the Short Term
At the beginning of March, after analyzing the settlement data published by Nasdaq, Forbes published an article by Dividend Channel that announced that DuPont (DD) had taken over Verizon (VZ) as the second most shorted stock in the market. The conclusion has been reached after a comparative between the “days to cover” metric because it considers both the total shares short and the average daily volume of shares typically traded, the paper said. More...

SHORT, CHEMICALS, FORBES, NASDAQ, SCIENCE, ENGINEERING, AGRICULTURE, NUTRITION, ELECTRONICS AND COMMUNICATIONS, SAFETY AND PROTECTION, HOME AND CONSTRUCTION, TRANSPORTATION AND APPAREL


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Gurus Dump L-3 Communications - Should You?
Richard Pzena (Trades, Portfolio) and James Barrow (Trades, Portfolio), the two largest shareholders of L-3 Communications (LLL), reduced their positions in excess of 30% during the December of 2013. Post facto, and with additional info, it can be concluded that in the short-term the decision was correct. After all, by the end of January 2014, earnings per share dropped by 4%. Also, during fourth quarter fiscal 2013 revenues decreased 9% year-over-year. Additionally, the secure communications systems for intelligence, surveillance and reconnaissance aircrafts segment lost 13% in revenues, and the national security solutions segment decreased another 11%. Hence, the losses in the short-term are evident. However, can L-3 Communications More...

LONG, DEFENSE, DOD


  • Currently 4.75/5

Rating: 4.8/5 (4 votes)

Are Gurus Divided About Defense Prospects?
The Sequester, a policy to control budget allocations in the US, affected many defense contractors through 2013. For some, the spending cuts meant a big blow to projected performance. For others, it offered an opportunity to take buy-out some competitors. On whichever side of the equation Northrop Gumman (NOC) and General Dynamics (GD) were, these are two companies that survived the policy and continue to offer rewards to shareholders. More...

LONG, DEFENSE, AEROSPACE, DOD


Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide