Ken Heebner

Ken Heebner

Last Update: 2014-11-13

Number of Stocks: 56
Number of New Stocks: 20

Total Value: $3,551 Mil
Q/Q Turnover: 32%

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

Ken Heebner' s Profile & Performance

Profile

Ken Heebner is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.

Web Page:http://www.cgmfunds.com/

Investing Philosophy

Heebner is a growth oriented investor. He has a history of making bold and swift sector calls. Mr. Heebner is fiercely independent, and is not afraid to make large bets based on his convictions.

Total Holding History

Performance of CGM Focus Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201337.6131.556.1
201214.2315.4-1.2
2011-26.292.08-28.4
3-Year Cumulative15.9 (5%/year)55 (15.7%/year)-39.1 (-10.7%/year)
201016.9415.061.9
200910.4226.46-16.0
5-Year Cumulative49.6 (8.4%/year)125.5 (17.7%/year)-75.9 (-9.3%/year)
2008-48.18-37-11.2
200779.975.6174.4
200614.9215.79-0.9
200525.294.9120.4
200412.41120.4
10-Year Cumulative125.8 (8.5%/year)104.1 (7.4%/year)21.7 (1.1%/year)
200366.4628.737.8
2002-17.79-22.14.3
200147.65-11.959.6
200053.93-9.163.0
19998.4521-12.6
15-Year Cumulative661.7 (14.5%/year)98.3 (4.7%/year)563.4 (9.8%/year)
19983.5228.6-25.1

Top Ranked Articles

Ken Heebner and His Portfolio: Petroleo Brasileiro, Schlumberger, Freeport-McMoRan, Peabody Energy and CONSOL Energy Inc.
What can we learn from Ken Heebner, the Investment Guru of 2007? Over the past 10 years his fund has averaged more than 25% a year, while the S&P500 just delivered 4%. With this article we like to review Ken Heebner’s investment strategy and his latest investment trend. Read more...
Ken Heebner Buys Hess Corp., MEMC Electronic Materials Inc., Transocean Inc., Sells BHP Billiton Ltd., Toyota Motor Corp., Cisco Systems Inc.
Ken Heebner's CGM Focus Fund gained some 80% in 2007. He was named Invesetment Guru of Year 2007 by our readers. He looks for opportunities wherever he can find them and then pursues them aggressively, quickly diving in and out of stocks of all sorts. He sold short financial stocks due this year’s mortgage crisis, which helped him gain while others lost. This is his buys and sells during the fourth quarter. Read more...
Ken Heebner Buys Alcoa Inc., Southern Copper Corp., General Growth Properties Inc, Sells Apple Inc., Johnson & Johnson, Hess Corp.
Ken Heebner was voted as the Investment Guru of year 2007 by our users last year, his fund gained more than 80% while a lot of value investors were hurt by the credit crisis. Heebner tends to have higher turnovers. He likes South America now. These are his buys and sells during the first quarter of 2008. Read more...
Investment Guru of the Year 2007: Ken Heebner
We are very glad to announce that Ken Heebner has been named Investment Guru of the Year 2007 by GuruFocus readers. Read more...
10-Year Performance Review of Bruce Berkowitz, Ken Heebner and Bill Miller
Famous investors Bruce Berkowitz, Ken Heebner and Bill Miller have now each ascended to the top of the rankings at one point, and dropped to the bottom thereafter. According to Morningstar, their three funds are the poorest performers among large diversified U.S. mutual funds through June 9, down 11 to 12 percent, compared to the S&P 500 Index gain of 3.4 percent. Read more...
» More Ken Heebner Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: RDS.B, GSK, WPZ, CLR
According to GuruFocus list of 3-year lows; Royal Dutch Shell PLC, GlaxoSmithKline PLC, Williams Partners LP, and Continental Resources Inc have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


  • Currently 5.00/5

Rating: 5.0/5 (3 votes)

Investor Returns (or Lessons from Elk in Rut) Ken Heebner - Investor Returns (or Lessons From Elk In Rut)
The recent departure of Bill Gross from PIMCO had us thinking about the strengths and weaknesses of a portfolio manager who takes highly publicized positions and is perceived as a thought leader. How do investors react to funds and managers who outperform the markets with bold and sweeping investment styles? The answer in general is quite badly. More...

  • Currently 5.00/5

Rating: 5.0/5 (7 votes)

Investment Journal Review, 2014 Warren Buffett,Ken Heebner,Jim Simons - Investment Journal Review, 2014
At times in the past, I’ve discussed my thoughts on using an investment journal; I’m convinced that this is an indispensable tool. Why do I believe this? Simply put, I think it’s too damn easy to trick yourself otherwise. Keeping an investment journal keeps you honest: you can’t change your previous beliefs (or what you’re brain has now convinced you was your original thinking as you soak up new evidence / biases over time) when you periodically track your thoughts in a journal. More...

LONG BRK.B, MSFT, AND IBM


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Avago's CAGR Growth Makes Me Feel Bullish
In this article, let's take a look at Avago Technologies Ltd (AVGO), a $26.07 billion market cap company, which focuses on designing and developing radio frequency devices for wireless communications applications. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Alcoa Reported Significant EPS Improvement First Pacific Advisors,Ken Heebner - Alcoa Reported Significant EPS Improvement
Alcoa Inc. (AA), a $19.24 billion market cap company, is one of the world's largest producers of aluminum. More...

Ken Heebner, Steven Romick, Paul Tudor Jones, Stanley Druckenmiller, Mario Gabelli, First Pacific Advisors, Aloca


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Alcoa's Growth Drivers Justified Almost Doubling in a Year
In this article, let's take a look at Alcoa Inc. (AA), a $20 billion market cap, which is one of the world's largest producers of primary aluminum as well as one of the world's largest suppliers of alumina, an intermediate raw material used to make aluminum products for a variety of end markets. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ford Continues to be Attractive
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 immersed in a highly cyclical industry. Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. More...

  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

Reasons to Consider Marriott in Your Portfolio
In this article, let's take a look at Marriott International, Inc. (MAR), a $17.93 billion market cap company, which operates more than 3,500 hotels and 600,000 rooms in more than 50 countries. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ken Heebner's CGM Focus Fund Q2 2014 Update
CGM Focus Fund increased 2.0% during the second quarter of 2014 compared to a return of 5.2% for the unmanaged Standard and Poor’s 500 Index over the same period. For the first six months of the year, CGM Focus Fund returned -0.3% and the unmanaged Standard and Poor’s 500 Index, 7.1%. In late June, the Bureau of Economic Analysis released a revised estimate for first quarter 2014 gross domestic product which indicated negative growth of 2.9%. Severe winter weather in much of the country was at least partially to blame, along with a late-falling Easter holiday though some pundits and media outlets were quick to predict a return to recession. However, data for the second quarter of 2014—specifically in housing and auto sales—suggests a rebound in economic growth. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ken Heebner's Fund Q2 Commentary
CGM Mutual Fund increased 4.2% during the second quarter of 2014 compared to a return of 5.2% for the unmanaged Standard and Poor’s 500 Index and 2.2% for the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index. For the first six months of the year, CGM Mutual Fund returned 1.1%, the unmanaged Standard and Poor’s 500 Index, 7.1% and the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index, 4.2%. In late June, the Bureau of Economic Analysis released a revised estimate for first quarter 2014 gross domestic product which indicated negative growth of 2.9%. Severe winter weather in much of the country was at least partially to blame, along with a late-falling Easter holiday though some pundits and media outlets were quick to predict a return to recession. However, data for the second quarter of 2014—specifically in housing and auto sales—suggests a rebound in economic growth. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Three Reasons to Invest in Walt Disney
In this article, let's take a look at The Walt Disney Company (DIS), a $150.37 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products. More...

  • Currently 3.80/5

Rating: 3.8/5 (5 votes)

Visa Is a Buy According to Dividends Discount Model Bill Nygren,Ken Heebner - Visa Is A Buy According To Dividends Discount Model
Visa Inc. (V) is the world's largest retail electronic payments network and leading payments brand, providing services to consumers, businesses and governments globally. Its P/E ratio indicates that the stock is relatively overvalued (26.7 vs 12.4 of industry mean). So now let's take a look at the intrinsic value of this company and try to explain to investors the reasons why it is a good buy or not. More...

LONG, ELECTRONIC, PAYMENTS, RETAIL, FINANCE


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Why Wyndham Is Certainly a Winning Investment
That the tourism industry, and especially the lodging, vacation rental and time-share segments, are subject to the national and global economy’s cyclicality is nothing new. However, surviving the dramatic effects of a recession is difficult, and thriving afterwards even more so. But Wyndham Worldwide Corporation (WYN) has been one of the most successful industry players in this regard, having returned from a 12% revenue decline in 2009 to a current impressive 21.2% growth rate. While fourth quarter 2013 showed impressive financial results for the company, sporting quarterly revenue of $1.20 billion, and 9% EBITDA increase, many investment gurus like Ken Heebner (Trades, Portfolio) and Steve Mandel (Trades, Portfolio) rushed to buy More...

TOURISM,LEISURE,TRAVEL,LODGING,VACATION,TIME-SHARE,HOTELS


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Mutual Fund 2013 Annual Commentary
CGM Mutual Fund increased 8.1% during the fourth quarter of 2013 compared to the Standard and Poor's 500 Index which grew 10.5% and the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index which declined -0.2% over the same period. For the twelve months ended December 31, 2013, CGM Mutual Fund increased 21.0%, the S&P 500 Index returned 32.4% and the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index fell -2.3%. More...

  • Currently 4.40/5

Rating: 4.4/5 (5 votes)

Watch Out: Wynn Resorts Is in It for the Long Haul
As the U.S. gambling industry has grown over the past few decades, and the market has become somewhat saturated, many casino operators have diversified their business models, focusing more energy and resources in Asian markets like Singapore or Macao, China. Wynn Resorts Ltd. (WYNN) is one of the companies that has successfully installed its high-quality casino and resort brand in China, while still gaining revenue growth in the Las Vegas Strip. Maybe that’s why investment gurus Ken Heebner (Trades, Portfolio) and Steven Cohen (Trades, Portfolio) recently bought over 150,000 company shares each. More...

GAMBLING,CASINO OPERATORS,LAS VEGAS,LEISURE,LODGING,HOTELS,CHINA,MACAO


  • Currently 4.00/5

Rating: 4.0/5 (4 votes)

TRW Continues to Shine in the Auto Parts Industry Ken Heebner - TRW Continues To Shine In The Auto Parts Industry
TRW Automotive Holdings Corp (TRW) is global supplier of automotive systems, modules and components to OEMs, and has grown into one of the most powerful players in the industry. Unlike most industry rivals, however, the firm has the ability to generate top- and bottom-line growth in unfavorable market situations, thanks to its ample portfolio. Hence, even when OEM’s aren’t selling big, TRW still manages to get enough business to stay afloat. And, thanks to revamped production levels in the U.S. and China, the company’s innovative technologies are more sought after than ever. More...

AUTO PARTS,AUTOMOBILE,VEHICLES,OEMS,SAFETY,SEATBELT,AIRBAG


  • Currently 2.00/5

Rating: 2.0/5 (4 votes)

Groups of Gurus Hold Stocks on the Low
According the GuruFocus Value Screen for finding 52-Week Lows, Equity Residential (EQR), PG&E Corp (PCG) and BRF SA (BRFS) are guru-owned stocks traded at or near a 52-week low. Here are the company updates and recent trading highlights from top guru stakeholders. More...

REITS – RESIDENTIAL, UTILITIES – REGULATED ELECTRIC, FARM PRODUCTS


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Weekly CEO Buys Highlight: CLR, CLMS, OPK, PACB, GAIN
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 1.50/5

Rating: 1.5/5 (2 votes)

Guru Ken Heebner on Favorite Investments - Auto and Housing
  • Currently 4.08/5

Rating: 4.1/5 (13 votes)

A 'Green Alternative': The Leaders in Hydrogen Fuel Cell Technology
The automobile industry is comprised of companies that design, manufacture, engineer, assemble and market automobiles and motorcycles. It is expected higher demand in emerging markets such as China, so with this positive outlook let's take a look at two companies in this highly cyclical industry. More...

LONG, CARS, HYDROGEN, FUEL, ALTERNATIVE


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

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