Last Update: 12-31-1969

Number of Stocks:
Number of New Stocks:

Total Value: $0 Mil
Q/Q Turnover: %

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

' s Profile & Performance

Profile

Total Holding History

Top Ranked Articles

Paul Jacobson Buys Delta The Executive VP and CFO buys 25,000 shares
Paul Jacobson (Insider Trades), Executive Vice President and CFO of Delta Air Lines Inc. (DAL), bought 25,000 shares of the company on July 25. The average price per share was $38.91, for a total transaction amount of $972,750. Delta Air Lines is a global airline company headquartered in Atlanta, Georgia. The company has a market cap of $28.87 billion. Read more...
Paulson’s Checklist Casts Doubt on Verizon-Yahoo! Deal Risk arbitrage specialist evaluates mergers with comprehensive checklist
Early this week, Verizon Communications Inc. (NYSE:VZ) made a definitive agreement to acquire Yahoo! Inc. (NASDAQ:YHOO) for about $4.83 billion. While the merger has high potential synergies, it is subject to a high variety of risks. Using Paulson’s Merger Arbitrage Checklist, the Verizon-Yahoo! acquisition is likely to face challenges during the merger process. Read more...
Jerome Dodson's Best Investments eBay, Micron Technology his largest gains
Jerome L. Dodson is the founder and president of Parnassus Investments. He manages a portfolio composed of 37stocks with total value of $684 million. During the second quarter of 2016, the guru increased several stakes. The following are the ones with the highest performance since that buy. Read more...
Why Nike’s Pullback Is an Opportunity Nike’s projected growth is strong, stock should recover
Nike’s (NYSE:NKE) shares have pulled back considerably since the company’s last earnings report. The stock is currently trading 20% under its 52-week high level, and while its valuation at 26x trailing earnings may seem a bit stretched, I think the pullback is a great buying opportunity. Read more...
Dr. Michael Burry of 'The Big Short' Portfolio Review Shows Several Large Gains Burry sold banks from portfolio in first quarter
Dr. Michael Burry surprised investors this year when he reported his first investment portfolio to the SEC since folding his previous fund in 2008 after he correctly predicted and made a large sum of money off the housing crisis, as portrayed in the movie The Big Short. He further surprised investors when that portfolio listed several of the banks that almost fell apart during the crisis, and even further when he sold all of the banks in the first quarter. Perhaps unsurprising is that his almost every stock in his portfolio as of the first quarter is performing exceptionally. Read more...
» More Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Paulson’s Checklist Casts Doubt on Verizon-Yahoo! Deal Risk arbitrage specialist evaluates mergers with comprehensive checklist John Paulson - Paulson’s Checklist Casts Doubt On Verizon-Yahoo! Deal
Early this week, Verizon Communications Inc. (NYSE:VZ) made a definitive agreement to acquire Yahoo! Inc. (NASDAQ:YHOO) for about $4.83 billion. While the merger has high potential synergies, it is subject to a high variety of risks. Using Paulson’s Merger Arbitrage Checklist, the Verizon-Yahoo! acquisition is likely to face challenges during the merger process. More...

JOHN PAULSON


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Dr. Michael Burry of 'The Big Short' Portfolio Review Shows Several Large Gains Burry sold banks from portfolio in first quarter Michael Burry - Dr. Michael Burry Of 'The Big Short' Portfolio Review Shows Several Large Gains
Dr. Michael Burry surprised investors this year when he reported his first investment portfolio to the SEC since folding his previous fund in 2008 after he correctly predicted and made a large sum of money off the housing crisis, as portrayed in the movie The Big Short. He further surprised investors when that portfolio listed several of the banks that almost fell apart during the crisis, and even further when he sold all of the banks in the first quarter. Perhaps unsurprising is that his almost every stock in his portfolio as of the first quarter is performing exceptionally. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Stocks Down Slightly After Fed Keeps Rate Unchanged Technology stocks up for the day  - Stocks Down Slightly After Fed Keeps Rate Unchanged
U.S. market indexes were mostly lower on Wednesday. More...

U.S. FINANCIAL MARKET, FOMC


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Irish Brewer Could Be a Buyout Candidate C&C's stock is cheap compared to its much larger competitors  - Irish Brewer Could Be A Buyout Candidate
C&C PLC (CCGGY) is an Irish brewer of beer and cider. The company has been hurt by increased competition and lack of interest in cider in the U.S. However, the stock has gotten pretty cheap and could portend a potential buyout as the industry continues to consolidate. Some of the company’s better known brands include Woodchuck Cider, Magmers, Hornsby’s and Tennent. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

What Is Driving the Markets? What should investors consider for the remainder of the week?  - What Is Driving The Markets?
For investors, the week is still young, but the market’s amazing climb to the top is beginning to slow. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

How Walmart Can Fight Online Encroachment Brick-and-mortar retailers can protect their businesses and come out on top  - How Walmart Can Fight Online Encroachment
The growth of ecommerce has taken away a lot of shine from brick-and-mortar retailers, and that scenario is not about to change any time in the next decade. The more this segment grows – where people simply click a button and expect delivery at their doorstep – the lower the growth possibilities for physical retail chains – unless they are ready to jump on the ecommerce bandwagon. More...

LONG, RETAIL


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Key Metrics: Price to Sales An in-depth look at what has been called the king of value metrics  - Key Metrics: Price To Sales
Today I want to take an in-depth look at what James O'Shaughnessy, author of "What Works on Wall Street," found to be the best historical value metric – the price to sales ratio. I'll discuss how to calculate it, what it tells us and how you can incorporate the metric in your investing approach. More...

PRICE-TO-SALES RATIO, INTRINSIC VALUATION, JAMES O'SHAUGHNESSY


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Paul Jacobson Buys Delta The Executive VP and CFO buys 25,000 shares George Soros - Paul Jacobson Buys Delta
Paul Jacobson (Insider Trades), Executive Vice President and CFO of Delta Air Lines Inc. (DAL), bought 25,000 shares of the company on July 25. The average price per share was $38.91, for a total transaction amount of $972,750. Delta Air Lines is a global airline company headquartered in Atlanta, Georgia. The company has a market cap of $28.87 billion. More...

PAUL JACOBSON, DELTA AIR LINES INC, INSIDER TRADES


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Jerome Dodson's Best Investments eBay, Micron Technology his largest gains Jerome Dodson - Jerome Dodson's Best Investments
Jerome L. Dodson is the founder and president of Parnassus Investments. He manages a portfolio composed of 37stocks with total value of $684 million. During the second quarter of 2016, the guru increased several stakes. The following are the ones with the highest performance since that buy. More...

BUYS, DODSON, EBAY, MICRON


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Barrick Is Positioned to Meet Expectations Company to release 2nd-quarter results after market closes  - Barrick Is Positioned To Meet Expectations
Barrick Gold Corporation (ABX) will release its second-quarter results after the market closes July 27. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Gilead’s Valuation Makes It a Screaming Buy There may be more than meets the eye at Gilead Sciences  - Gilead’s Valuation Makes It A Screaming Buy
Gilead’s (NASDAQ:GILD) misfortunes continue to hammer the stock. Since the stock’s spectacular run from under $20 in 2011 to near $120 in 2015, it has been on a slide and is now trading at seven times earnings, the lowest trading multiple among the top 10 pharmaceutical companies in terms of market capitalization. More...

LONG


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Viacom Inc. Guru stock highlight
Viacom Inc. (NASDAQ:VIA) (6.7%) (VIA – $46.42 – NASDAQ) is a pure-play content company that owns a global stable of cable networks, including MTV, Nickelodeon, Comedy Central, VH1, BET, and the Paramount movie studio. Viacom’s cable networks generate revenue from advertising sales, fixed monthly subscriber fees, and ancillary revenue from toy licensing, etc. We believe a low valuation and M&A potential outweigh the secular risks of cord-cutting. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Sony Corp Guru stock highlight
Sony Corp. (NYSE:SNE) (3.3%) (SNE – $29.35 – NYSE) is a diversified electronics and entertainment company based in Tokyo, Japan. The company manufactures televisions, PlayStation game consoles, mobile phone handsets, and cameras. It also operates the Columbia film studio and Sony Music entertainment group. We expect the new PlayStation launch and operational improvements in consumer electronics and entertainment to generate EBITDA growth through 2017. We also think the spinoff of the entertainment assets could be a catalyst. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Ryman Hospitality Properties Inc. Guru stock highlight
Ryman Hospitality Properties Inc. (NYSE:RHP) (1.6%) (RHP – $50.65 – NYSE) is a Nashville, Tennessee based REIT that owns convention hotels in Nashville, Tennessee; Orlando, Florida; Dallas, Texas; and Washington, D.C. Other assets include the iconic Opryland, the famous Ryman Auditorium, the General Jackson Showboat, and Nashville based radio station WSM-AM. With property manager Marriot’s operational issues resolved, the team is focused on taking advantage of strong convention bookings trends, seeking to drive margin expansion by increasing occupancy and room rates. Finally, as the leading country music entertainment brand, the potential monetization and spin-off of the Entertainment assets, including the Grand Ole Opry, also remains a significant catalyst for RHP shares. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Newmont Mining Corp Guru stock highlight
Newmont Mining Corp. (NYSE:NEM) (3.5%) (NEM – $39.12 – NYSE) based in Denver, Colorado, is one of the largest gold mining companies in the world. Founded in 1921 and publicly traded since 1925, NEM is the only gold company included in the S&P 500 Index and Fortune 500. We expect the company to produce approximately 5.1 million ounces of gold and 320 million pounds of copper in 2016, with over 70% of this production coming from Australia and Nevada. Newmont undertook company wide cost cutting measures during the period 2013 – 2015, lowering its average unit costs base by over 20% during this period. The company has sold non-core assets and has deployed the proceeds from these sales into repaying debt and building new projects which it expects will generate superior rates of return for shareholders. Given Newmont’s largely fixed cost base, every increase (or decrease) in the gold price will flow directly to the company’s bottom line. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Honeywell International Inc. Guru stock highlight
Honeywell International Inc. (NYSE:HON) (3.1%) (HON – $116.32 – NYSE) operates as a diversified technology company with highly engineered products, including turbine propulsion engines, auxiliary power units, turbochargers, brake pads, environmental and combustion controls, sensors, security and life safety products, resins and chemicals, nuclear services, and process technology for the petrochemical and refining industries. One of the key drivers of HON’s growth are acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Elster Industries, a leading provider of thermal gas solutions, smart meters, software and data analytics for the commercial, industrial and residential heating market. Elster’s gas business offers products in high demand among natural gas customers and brings a strong, global distribution network and numerous cross-selling opportunities for existing HON technologies to new customers. Elster’s gas, electric and water meters are highly valued for their reliability, safety and accuracy. The company maintains More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Edgewell Personal Care Co. Guru stock highlight
Edgewell Personal Care Co. (NYSE:EPC) (2.0%) (EPC – $84.41 – NYSE) based in St. Louis, Missouri, is the personal care division of Energizer Holdings, which split its personal care and household products divisions on July 1, 2015. Edgewell generates approximately $2.3 billion of revenue through its principal businesses: wet shaving, including Schick-branded razors and blades, Edge and Skintimate shaving preparation and private label shaving products; sun care, including the Banana Boat and Hawaiian Tropic brands; feminine care, including Playtex and o.b. tampons and Carefree and Stayfree liners and pads; and infant care, utilizing the Playtex and Diaper Genie brands. As a pure-play personal care company, Edgewell competes in high-margin, attractive categories with leading brands. We expect management to focus on improving margins through product mix, restructuring savings and operating leverage, which should afford it flexibility to reinvest in growth opportunities. The company has approximately $1.2 billion of net debt providing management with sufficient flexibility to invest in internal growth, make acquisitions and/or More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on DISH Network Corp Guru stock highlight
DISH Network Corp. (NASDAQ:DISH) (1.8%) (DISH – $52.40 – NASDAQ) is the fourth largest pay television provider in the U.S., serving approximately 14 million subscribers through its original satellite business and newer Sling internet delivered over-the-top offering. Founder Charlie Ergen owns approximately 53% of DISH’s shares. DISH has accumulated a significant spectrum position at attractive prices. DISH could monetize its spectrum through a sale of the spectrum or the whole company, or, more likely, a partnership with an existing wireless operator. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS Corp. (NYSE:CBS) (6.8% of net assets as of June 30, 2016) (CBS – $57.62 – NYSE) operates the CBS television network and the premium cable network Showtime. It also owns 29 local television stations and 130 radio stations. We believe that CBS has a number of opportunities to generate incremental non-advertising revenue from the sale of existing content through its OTT platforms, online video distributors and retransmission agreements with traditional distributors. In addition, we expect a continued recovery in advertising to contribute to earnings growth. Finally, we believe that financial engineering, including the split-off of its radio business, could act as a catalyst for shares. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Gabelli Value 25 Fund 2nd-Quarter Shareholder Commentary Gabelli discusses quarter and holdings Mario Gabelli - The Gabelli Value 25 Fund 2nd-Quarter Shareholder Commentary
To Our Shareholders, More...

Add Notes, Comments

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

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)
FEEDBACK