Scott Black

Scott Black

Last Update: 08-15-2016

Number of Stocks: 89
Number of New Stocks: 6

Total Value: $156 Mil
Q/Q Turnover: 9%

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

Scott Black' s Profile & Performance

Profile

Mr. Scott Myles Black is the Chairman, President, Chief Investment Officer, and Chief Compliance Officer at Delphi Management, Inc. Previously in 1978, he had joined William O'Neil Company, before managing equities for Sunkist Growers in 1979. Prior to that, Mr. Black worked at Merrill Lynch, initially in the market planning department and then rose to the Head of Corporate Development, where he was responsible for the holding company's diversification activities. Mr. Black’s education includes a BA from Johns Hopkins University in Applied Mathematics and Economics. He earned an MBA in Finance at the Harvard Business School in 1971 after completing his U.S. Army active service obligation at Fort Ord, California.

Investing Philosophy

“We pursue a proven, conservative investment strategy that emphasizes the fundamental performance of underlying companies rather than making bets on short-term market movements or jumping on the latest bandwagon. We only invest in companies that meet our internally developed set of rigorous quantitative criteria and that are under good management. As disciples of the Graham-Dodd school of value investing, this means we believe that an investment should exhibit what we call absolute value, and it means that we personally contact management at every company we invest in before committing clients’ funds.”

Total Holding History

Top Ranked Articles

Scott Black's Largest Buys in 1st Quarter Intel, Ralph Lauren, Boeing top guru's list
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks and 10 of them are new buys from the first quarter. The most weighted buys follow: Read more...
Companies With Strong Profitability, High Yield Guru stocks that have solid financials
Using GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed by long term company profitability and a very strong financial situation. Read more...
Scott Black Takes Stake in Lennar Corp. Homebuilding company's sales have increased over past 3 years
Guru Scott Black (Trades, Portfolio) is a Portland, Maine native who has over 40 years of investment experience. Black graduated with from Johns Hopkins University in applied mathematics and economics. He later earned an MBA in finance at the Harvard Business School in 1971. Read more...
Scott Black Reduces Position in Berkshire Hathaway Guru also trims stakes in Tyson Foods and Allergan in 4th quarter
Scott Black (Trades, Portfolio), chairman, president, CIO and chief compliance officer at Delphi Management, made his most high-profile transactions in reductions of existing stakes in his portfolio in the fourth quarter. Read more...
A Glance at Scott Black's 3rd-Quarter Divestitures Guru sells stakes in United Technologies, Royal Bank of Canada, Synnex
A guru’s quarterly acquisitions always attract attention, and GuruFocus has examined Scott Black (Trades, Portfolio)’s acquisitions in the third quarter and his top picks for 2016, but there are lessons to be learned from an investor's divestitures. In the third quarter, Black sold 13 stakes. Read more...
» More Scott Black Articles

Commentaries and Stories

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Rating: 5.0/5 (1 vote)

Piotroski F-Score Study: Specialty Retail Companies Offer Hot Buys A study of the distribution of F-scores for S&P 500 companies, part 1 Jeremy Grantham,Scott Black,Paul Tudor Jones,John  - Piotroski F-Score Study: Specialty Retail Companies Offer Hot Buys
As of July, the Piotroski F-scores for Standard & Poor's 500 companies are normally distributed with a mean of 5.59 and a standard deviation of 1.44. Among specialty retail companies, Foot Locker Inc. (NYSE:FL) and AutoZone Inc. (NYSE:AZO) have the maximum F-score of 9. Since these stocks have many good signs, including high F-scores, many gurus invest major capital into specialty retail companies. More...

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Scott Black's Largest Buys in 1st Quarter Intel, Ralph Lauren, Boeing top guru's list Scott Black,PRIMECAP Management,Ken Fisher,Barrow  - Scott Black's Largest Buys In 1st Quarter
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks and 10 of them are new buys from the first quarter. The most weighted buys follow: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Companies With Strong Profitability, High Yield Guru stocks that have solid financials Steven Cohen, Scott Black - Companies With Strong Profitability, High Yield
Using GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed by long term company profitability and a very strong financial situation. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Scott Black Takes Stake in Lennar Corp. Homebuilding company's sales have increased over past 3 years Scott Black - Scott Black Takes Stake In Lennar Corp.
Guru Scott Black (Trades, Portfolio) is a Portland, Maine native who has over 40 years of investment experience. Black graduated with from Johns Hopkins University in applied mathematics and economics. He later earned an MBA in finance at the Harvard Business School in 1971. More...

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Scott Black Reduces Position in Berkshire Hathaway Guru also trims stakes in Tyson Foods and Allergan in 4th quarter Warren Buffett, Scott Black - Scott Black Reduces Position In Berkshire Hathaway
Scott Black (Trades, Portfolio), chairman, president, CIO and chief compliance officer at Delphi Management, made his most high-profile transactions in reductions of existing stakes in his portfolio in the fourth quarter. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Stocks in the Spotlight Stocks followed oil lower Warren Buffett,Scott Black,Steve Mandel,George Sor - Stocks In The Spotlight
Stocks ended down on Monday as they came under heavy pressure toward the end of the trading day. Stocks once again followed crude lower, which settled at $30 after finishing last week at $31. More...

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Rating: 3.5/5 (2 votes)

A Glance at Scott Black's 3rd-Quarter Divestitures Guru sells stakes in United Technologies, Royal Bank of Canada, Synnex Scott Black - A Glance At Scott Black's 3rd-Quarter Divestitures
A guru’s quarterly acquisitions always attract attention, and GuruFocus has examined Scott Black (Trades, Portfolio)’s acquisitions in the third quarter and his top picks for 2016, but there are lessons to be learned from an investor's divestitures. In the third quarter, Black sold 13 stakes. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Scott Black's 4 Stock Picks for 2016 Classic Graham and Dodd value investor talks about investment ideas including Apple Scott Black,Paul Singer,George Soros,Kyle Bass,Jan - Scott Black's 4 Stock Picks For 2016
More...

TECH, HEALTHCARE, LONG


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Scott Black Ups Stake in Goldman Sachs, Goodyear Black increases Goldman Sachs holding by more than 200% Scott Black - Scott Black Ups Stake In Goldman Sachs, Goodyear
Scott Black is the chairman, president and CIO at Delphi Management Inc., which is an employee-owned investment manager that only takes long positions in U.S. equities.  More...

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Rating: 4.3/5 (3 votes)

Value Guru Scott Black Buys Boston Properties, Whirlpool, 3 More Black picks only solid companies at low prices Scott Black - Value Guru Scott Black Buys Boston Properties, Whirlpool, 3 More
Scott Black (Trades, Portfolio), a financial manager widely followed for his staunch Graham-Dodd value strategy, invested in 11 new companies in the third quarter as he sold out of his positions in 13. More...

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Scott Black Sells Stakes in 10 Companies Scott Black - Scott Black Sells Stakes In 10 Companies
Scott Black (Trades, Portfolio), Delphi Management’s chairman, president, chief investment officer and chief compliance officer, is a value investor, and he did buy some new stakes and add to existing ones in the second quarter – but he also sold some significant stakes in his portfolio. More...

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Precision Castparts: Buffett's Biggest Deal
The oracle of Omaha said that Berkshire will pay $235 per share in cash for Precision Castparts Corp. (NYSE:PCP)´s outstanding stock. The deal is valued at about $37.2 billion, including debt. More...

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Scott Black's Most Heavily Weighted Trades In Q1 2015 Scott Black - Scott Black's Most Heavily Weighted Trades In Q1 2015
Mr. Scott M. Black is the Chairman, President, Chief Investment Officer, and Chief Compliance Officer at Delphi Management, Inc. In 1978, he had joined William O'Neil Company, before managing equities for Sunkist Growers in 1979. Prior to that, Mr. Black worked at Merrill Lynch, initially in the market planning department and then rose to the Head of Corporate Development, where he was responsible for the holding company's diversification activities. More...

STOCKS, HEAVILY WEIGHTED, FIRST QUARTER RESULTS


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Scott Black Adds 12 New Positions During 1QFY15 To His Portfolio
Scott Black (Trades, Portfolio) of Delphi Management, Inc added twelve new positions to his portfolio, according to GuruFocus Real Time Picks. His portfolio, which is valued at $753 million, now has 101 stocks and an 11% quarter over quarter turnover rate. More...

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Scott Black's Top 5 New Holdings in Q4 Scott Black - Scott Black's Top 5 New Holdings In Q4
In 1980, value investor Scott Black (Trades, Portfolio) founded Delphi Management, which takes only long positions in U.S.-listed companies. According to the firm’s website, Delphi’s team believes investments should exhibit absolute value, and personally contacts the management of every company before making an investment. More...

SCOTT BLACK, DELPHI MANAGEMENT, AMC, FRANKLIN RESOURCES


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Should You Invest In a Diversified Manufacturer?
In this article, let's take a look at Honeywell International Inc. (NYSE:HON), a $79.59 billion market cap company that is the world's largest maker of avionics, small jet engines and climate and process control equipment. More...

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I think Zimmer Will Outperform S&P 500 Performance
In this article, let's take a look at Zimmer Holdings, Inc. (ZMH), a $19.38 billion market cap company, spun off by Bristol-Myers Squibb (NYSE:BMY) in August 2001; and manufactures orthopedic reconstructive implants, fracture management products, and dental implants. More...

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Scott Black's Top 5 Holdings in the Third Quarter Scott Black,Warren Buffett - Scott Black's Top 5 Holdings In The Third Quarter
Scott Black (Trades, Portfolio) founded Delphi Management in 1980, a conservative value investing firm with a portfolio worth $702 million in the quarter ended Sept. 30. More...

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Rating: 5.0/5 (1 vote)

Scott Black's Top Second Quarter Stock Buys Scott Black - Scott Black's Top Second Quarter Stock Buys
Founder and president of Delphi Management Inc. Scott Black (Trades, Portfolio) is a Graham-Dodd value investor who focuses in particular on management, contacting the heads of every company in which he invests. Black’s company also takes only long positions and holds only U.S.-based stocks. More...

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Rating: 5.0/5 (1 vote)

Guru Scott Black Prefers Small Caps in His Barron's Midyear Roundtable Stock Picks Scott Black,Steven Cohen - Guru Scott Black Prefers Small Caps In His Barron's Midyear Roundtable Stock Picks
Every year Barron’s gets its Roundtable team together and they discuss stock picks and the status of the economy in general. Guru Scott Black (Trades, Portfolio) is another member of Barron’s Roundtable team, and the following stocks are his Midyear Roundtable stock picks and updates from January’s Roundtable picks. For this midyear’s roundtable, Black chose two small cap stocks as his picks despite the fact that he currently believes that “small- and mid-cap stocks, as an asset class, are overpriced.” More...

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