Last Update: 1969-12-31

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

Investor Jim Rogers Tells Fox Business Agriculture Is “Going to Be One of the Great Industries of Our Time”
Chairman and CEO of Rogers Holdings Jim Rogers spoke with FOX Business Network (FBN) about the United States deficit and the path the nation and individuals need to take in order to prosper. Rogers said that the U.S. economy will not recover until we “accept reality, stop spending money we don’t have, go down to a lower level, and start over.” He went on to say that particularly in such an uncertain economy, “you should invest in only what you know, otherwise keep your money in cash.” Excerpts from the interview are below: Read more...
Answers from Tom Gayner's Interview with GuruFocus
Tom Gayner, a renowned valued investor, is president and chief investment officer of Markel Corp and president of Markel Gayner Asset Management, the investment subsidiary of Markel Corp., since 1990. He manages about $2 billion. Read more...
GuruFocus Interview with Fairfax CEO Prem Watsa
GuruFocus had an opportunity to speak with Prem Watsa, chairman and chief executive of Fairfax Financial Holdings, a $7.7 billion Toronto-based firm, where he has delivered a 5-year cumulative return of 176%, compared to 12.2% of the S&P 500. In 2008, when the market was spiraling to a loss of 37%, he achieved a 21% return for his clients. Read more...
Walter Schloss: The Essence of Value Investing
Here are some notes taken from the life of Walter Schloss, once an office roommate of Warren Buffett. He is still alive and kicking at 95, and is one of the investors who inspires me the most. He had several points in common with Philip Fisher and Philip Carret, some of his contemporary investing legends; they lived very long; invested since very young until late in life; and never looked for extreme fortune or fame. He also led a simple life and, until recent interviews, still invests his personal money. His life incarnates the essential substance of value investing. Read more...
GuruFocus Interview with Investor Arnold Van Den Berg
Arnold Van Den Berg is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. A short time ago, GuruFocus readers asked him their investing questions. His responses, in which he discusses MDC Holdings Inc. (MDC), Toll Brothers (TOL), Microsoft (MSFT), Dell (DELL), Cisco (CSCO), Applied Materials (AMAT), Walmart (WMT), Wells Fargo (WFC), are below: Read more...
» More Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Del Frisco's Restaurant Group Inc
Del Frisco’s Restaurant Group (DFRG) is a fine dining company that operates 45 steakhouses across three brands. We initiated our position when earnings were pressured by underperformance in the Sullivan’s Steakhouse brand and the investment in a new growth brand, Del Frisco’s Grille. We like the fact that the company overall has outperformed the overall restaurant sector the past few years. The company underperformed in the quarter due to delays in new store openings and some location-specific issues that hurt revenue growth. We continue to believe that Del Frisco’s offers an appealing product with high unit growth potential and have added to our position on the recent price weakness. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Endologix Inc
Endologix (ELGX) is a medical device company with products that treat aortic abdominal aneurisms (AAA). Recently the company experienced a decline in sales growth after the conclusion of a clinical trial rollout. We believed the revenue issue was temporary and were very excited about a new product called Nellix that has the potential to more than double Endologix’s market share in AAA procedures. During the quarter, share performance disappointed after the company disclosed that sales would again miss expectations, this time due to an intensifying competitive environment. While management outlined an aggressive response, including product enhancements intended to further improve upon the lowest complication rate in the AAA industry, we have reduced our position until we can gain greater clarity on how effective these efforts will be in the market. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

If Dirt Cheap Is Too Expensive For You, Try Perfect World Company  - If Dirt Cheap Is Too Expensive For You, Try Perfect World Company
More...

LONG, GAMING, ENTERTAINMENT, Perfect World


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Halcon Resources Corp
Halcon Resources (HK) is an independent, U.S.-based oil and gas exploration and production company. At the time of our investment, the stock was out of favor due to a combination of high levels of investment spending and poor drilling results at select wells. This created an opportunity to invest in the management team, which has an excellent record of finding and developing energy assets, and their ability to deliver improved exploration results and production growth. Halcon’s stock underperformed meaningfully in the quarter, reversing strong performance in the first half of 2014. As a development-stage company with a leveraged balance sheet, the company’s stock demonstrated greater volatility than the sector as a whole and declined significantly more than the price of oil. Despite short-term volatility potential, we believe the company has the ability grow reserves and production and could potentially be an acquisition target over the long term. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Time To Load Up On Oil Stocks: 3 Of The Best  - Time To Load Up On Oil Stocks: 3 Of The Best
On Tuesday night I put together an article that discussed the impact of lower oil prices and the stock market. I called upon some academic research that found a relationship between lower oil prices and higher returns in the S&P 500, and I then came to the same conclusion from my own analysis into the matter. More...

LONG, OIL, Helmerich & Payne, American Railroad Industries, LyondellBasell Indutries


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Icon PLC
ICON (ICLR) manages clinical trials for the biotech, pharmaceutical and medical device industries. Our investment in the company materialized when earnings were pressured by an industry slowdown in clinical trials at the same time that ICON was investing in its own capacity expansion. We viewed the slowdown in demand as temporary, caused by the elimination of many duplicative drug development programs. In addition, we thought ICON’s investments in technology positioned the company to gain market share in a growing industry as pharmaceutical customers increasingly outsourced clinical trial work. Strong stock performance in the quarter was driven by revenue and margins coming in above street estimates and a positive management outlook. We continue to hold shares in ICON based on its positioning as a technology leader in the clinical trial industry and the potential to further expand operating margins More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Chiquita Brands International Inc
Chiquita Brands (CQB) is a global leader in bananas and the U.S. leader in packaged salads. Our original investment came after the company’s earnings declined due to market share losses in salads, tough European markets and foreign exchange losses. We believed new management had a strong history and a compelling plan to improve consistency of results and capital allocation. Chiquita stock performed well in the quarter due to a buyout offer from a Brazilian conglomerate in an attempt to trump Chiquita’s existing plans to merge with a European partner. We took advantage of the strength in the stock to reduce our position and may continue to do so. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Oakmark Funds - A Long Term Perspective
We believe that, over time, the price of a stock will reflect the true underlying value of the company. More...

OAKMARK FUND, BILL NYGREN, VALUE INVESTOR


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

IVA Funds - Letter from the Portfolio Managers from the Annual Report
Dear Shareholder, More...

IVA Funds, Commentary, Annual report


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on ServiceMaster Global Holdings Inc
Servicemaster Global Holdings (SERV) is a leading provider of termite and pest control services, home warranties, and other residential services. We identified the company after marketing and service missteps at its lawn care division, which was spun off earlier this year. We invested in Servicemaster because of its dominant positions in fragmented markets. The stock outperformed during the quarter due to better than expected revenue and profit growth despite a weather- weakened termite season. Upside came from pricing, market share gains and cost efficiencies. We added to our position due to the encouraging quarterly results and an outlook for steady, low double digit earnings growth achieved through continued market share gains, operating margin expansion and debt reduction. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Contrarian Fund 3Q 2014 Commentary
FUND SUMMARY More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Manning & Napier December 2014 Newsletter
The U.S. Economy More...

Manning & Napier, Commentary, Shareholder letter


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Steven Cohen Buys Stake in Texas Oil Company Steven Cohen - Steven Cohen Buys Stake In Texas Oil Company
Steven Cohen (Trades, Portfolio) has invested in a Texas-based oil and gas company, Jones Energy Inc. (JONE), according to GuruFocus RealTime Picks. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Fournier Finds Time for His Own Investments in the Third Quarter  - Fournier Finds Time For His Own Investments In The Third Quarter
On the surface, it seems that hedge fund manager Alan Fournier (Trades, Portfolio) would be too busy managing other people’s money to worry about his own investments. After all, he manages Pennant Master Fund, Pennant Windward Master Fund, Broadway Gate Master Fund, Ltd. and Pennant General Partner, LLC. More...

Alan Fournier


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Clean Harbors Inc
Clean Harbors (CLH) underperformed during the quarter due to concerns around falling lube oil prices, exposure to the Canadian energy sector, and struggles by one of its publicly traded competitors. We believe the declines in lube oil prices are a normal seasonal occurrence that may reverse in future periods. We also believe that Clean Harbors is well positioned to execute through a period of weak demand from its energy customers and that the struggles felt by its competitors are unlikely to impact Clean Harbors. We have maintained our position through this period of volatility and continue to believe that many of the company’s assets are irreplaceable. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on CHC Group Ltd
CHC Group (HELI) has suffered along with the entire offshore oil services group. The company’s high financial leverage and recently announced plan to issue convertible preferred debt impacted the share price negatively in the quarter. We trimmed the position as we have become less comfortable with the company’s absolute leverage and the dilutive nature of the capital raise. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on RigNet Inc
RigNet (RNET) underperformed due to fears around excess supply of offshore drilling rigs. We believe the overall business is misunderstood and the impact of excess drilling rig supply will have a very small impact on RigNet’s growth prospects. The 20% organic growth rate reported by the company in Q2 is not fully appreciated by the market. As we have demonstrated with some of this quarter’s largest contributors, we are patient investors and believe the risk/reward profile from this price is very favorable. We added to our position in RigNet throughout the quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Carter's Inc
Carter’s (CRI) is a leading retailer of infant and toddler apparel. Carters’ returned 12.72% on the back of a strong Q2 earnings report, which saw bottom-line profits increase 33%. We continue to believe that the company can grow revenues at attractive rates given its low penetration in e-commerce and international markets. Due to the company’s dominant position and strategic initiatives, we believe the runway for growth remains favorable. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Dresser-Rand Group Inc
Dresser-Rand (DRC) was the target of an acquisition by Siemens. Dresser-Rand provides highly engineered, mission-critical equipment to the energy sector. Despite recent underperformance from a new unit business, our patience was rewarded as Siemens saw the value in the recurring aftermarket profit stream and new product innovations. Given limited upside from current levels, we will likely use Dresser-Rand as a source of cash for better ideas until the deal closes in 2015. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Meridian Funds Comments on Cimpress NV
VistaPrint (CMPR) offers online marketing products and services to small businesses. The company was a large negative contributor to performance earlier this year, when its brand repositioning efforts were felt most severely. We added to the position during this weakness, given we felt the revenue headwinds were temporary, and management’s actions potentially improved the long-term characteristics of the business. Our patience paid off during the third quarter, as earnings came in more than 40% above consensus, which drove the stock higher. We trimmed our position in VistaPrint as the stock rose significantly from the low point in July to quarter end. More...

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