Jeff Auxier

Jeff Auxier

Last Update: 08-16-2017

Number of Stocks: 153
Number of New Stocks: 0

Total Value: $490 Mil
Q/Q Turnover: 1%

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

Jeff Auxier' s Profile & Performance

Profile

Jeff Auxier is the manager of Auxier Focus Fund. Over the 10-year ended on 9/30/2009, his fund gained more 75% cumulatively, while the S&P500 lost about 10%.

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

Investing Philosophy

Try to find compelling, undervalued companies that ideally exhibit the following attributes:

* Strong or improving fundamentals
* Consistency in operating results
* A substantial advantage over competition (strong franchise)
* A demonstrated ability to earn high rates of return on capital
* Understandable products
* Honest, competent shareholder-oriented management
* Intelligent capital allocation policies
* Generates substantial free cash flow with nominal mandatory capital requirements
* A strong balance sheet and financial flexibility

The investment candidates are then screened to determine what price represents good value with acceptable, low risk and the potential for above average returns. One of the chief investment sins is overpayment. We count on exceptional investment selection for our returns, not the market.

Total Holding History

Performance of Auxier Focus Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20167.0911.96-4.9
2015-1.231.38-2.6
20147.3413.69-6.3
3-Year Cumulative13.5 (4.3%/year)29 (8.9%/year)-15.5 (-4.6%/year)
201323.8132.39-8.6
20128.7316-7.3
5-Year Cumulative52.8 (8.9%/year)98.2 (14.7%/year)-45.4 (-5.8%/year)
20115.572.113.5
201010.115.06-5.0
200924.7626.46-1.7
2008-24.52-3712.5
20075.715.490.2
10-Year Cumulative76.8 (5.9%/year)95.7 (6.9%/year)-18.9 (-1%/year)
200611.7515.79-4.0
20054.584.91-0.3
200410.7310.88-0.2
200326.7528.68-1.9
2002-6.79-22.115.3
15-Year Cumulative170.4 (6.9%/year)164.2 (6.7%/year)6.2 (0.2%/year)
200112.67-11.8924.6
20004.05-9.113.2

Top Ranked Articles

The Compounding and Value Connection Jeff Auxier likes to let compounding grow his assets, but compounding doesn’t work well without minimizing losses
Time to Plan for Your Annual Omaha Trip: 2017 GuruFocus Value Conference Register before seats run out
It is now time to plan for your annual Omaha trip to Berkshire Hathaway meeting in May. If you are going, make sure to join us at 2017 GuruFocus Value Conference. Read more...
Jeff Auxier Invests in Gilead, Wells Fargo, Apple The guru's repeat purchases in the last 2 quarters of 2016
Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio composed of 152 stocks with a total value of $460 million. In the fourth and third quarters of 2016 the guru bought shares in the following stocks: Read more...
Jeff Auxier Comments on UnitedHealth Guru stock highlight
UnitedHealth (NYSE:UNH) has continued to execute since our original purchase of $46. The stock today is over $185. The company, through the heavy use of data analytics, has dominated a relatively dull industry. United’s market capitalization has continued to grow double digits every year for the last decade. The dividend was recently increased 20% to $0.75.
Read more...
Jeff Auxier Comments on Philip Morris Guru stock highlight
Philip Morris (NYSE:PM) is working on transforming from a cigarette company to focusing on meeting the growing demand of reduced risk, smoke-free tobacco products. They estimate that about 1.4 million adults quit smoking cigarettes in 2016 and switched to their IQOS product that heats tobacco rather than burns it, and annual production capacity will grow from 7 billion units to more than 32 billion units in 2017. Read more...
» More Jeff Auxier Articles

Commentaries and Stories

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Jeff Auxier Comments on Discovery Guru stock highlight
John Malone is the largest shareholder and is on record with the intention of consolidating the media "content" space. This can act as a positive catalyst for Discovery (NASDAQ:DISCA) which is a leader in European sports programing in addition to the US. We have been happy shareholders of John Malone for years. The stock trades for 11 times forward earnings. More...

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Jeff Auxier Comments on Molson Guru stock highlight
Molson (NYSE:TAP) is a beer brand that has endured over 150 years. They recently made a good buy on Miller which greatly enhances their distribution in the US. Despite being a leading player in craft beer, there is a plethora of brewers which has led to a correction in TAP’s share price. Free cash flow is over $1 billion. More...

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Jeff Auxier Comments on Kroger Guru stock highlight
Kroger (NYSE:KR) is the leading grocer in the US. The price of groceries has declined for 18 consecutive months which represents one of the longest declines in over 50 years. Egg prices are down over 60% in the past three years. Eating at home is a tremendous bargain compared to eating out. New competitors like Amazon/Whole Foods and foreign entrants Aldi and Lidl have added to the negative sentiment. Kroger has competed very well with Walmart for several years now. Kroger is a fierce competitor and after visiting several stores in three states we are convinced they offer compelling food value and strong execution. At 11 times depressed earnings it looks too cheap. More...

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Jeff Auxier Comments on Johnson & Johnson Guru stock highlight
AAA rated Johnson & Johnson (NYSE:JNJ) is the world’s largest medical conglomerate. Johnson & Johnson just completed the acquisition of Actelion which gives them a sixth therapeutic area to address potential patients with pulmonary arterial hypertension. Johnson & Johnson expects the acquisition of Actelion to add $1.3 billion in sales for 2017. More...

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Jeff Auxier Comments on America Movil Guru stock highlight
Controlled by the Slim family of Mexico, America Movil (NYSE:AMX) has been "hopelessly out of favor" as they are the number one telecom player in Latin America and have suffered with currencies and increased competition. However, they are good operators and showed an 18.5% increase in revenue for the quarter. They are adding 4.5G which is expected to be 7.5 times faster than 4G. The Slim family has several generations of cumulative business experience in many of the markets they serve. More...

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Jeff Auxier Comments on Mastercard Guru stock highlight
Mastercard (NYSE:MA) delivered net revenue gains of 12% as the labor markets continued to improve domestically and global retail spending improved as well. Mastercard is investing $170 million towards their E-wallet service Masterpass and partnering with PayPal Holdings to boost their mobile payment initiatives. Mastercard has delivered exceptional returns since our purchase at $22.14, compared to the current market of $128. More...

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Jeff Auxier Comments on Bank of New York Guru stock highlight
Bank of New York (NYSE:BK) recently added an exceptional CEO in Charles Scharf who helped lead Visa in technology and international expansion. The company is benefitting from the relaxation in capital requirements and higher short-term interest rates. They are returning $4 billion to shareholders while raising the dividend 26% to $0.24. More...

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Jeff Auxier Comments on Medtronic Guru stock highlight
Deeply oversold in 2016 political uncertainties, the world's largest standalone medical technology company rebounded sharply for the quarter. A leader in biomedical devices, they sold their medical supplies business for $6.1 billion and will pay down debt and repurchase shares. More...

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Jeff Auxier Comments on UnitedHealth Guru stock highlight
UnitedHealth (NYSE:UNH) has continued to execute since our original purchase of $46. The stock today is over $185. The company, through the heavy use of data analytics, has dominated a relatively dull industry. United’s market capitalization has continued to grow double digits every year for the last decade. The dividend was recently increased 20% to $0.75. More...

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Jeff Auxier's Summer 2017 Market Commentary Overview of holdings and market Jeff Auxier - Jeff Auxier's Summer 2017 Market Commentary
Summer 2017 Market Commentary More...

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The Compounding and Value Connection Jeff Auxier likes to let compounding grow his assets, but compounding doesn’t work well without minimizing losses Jeff Auxier, Warren Buffett - The Compounding And Value Connection
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GURUS, JEFF AUXIER, AUXIER ASSET MANAGEMENT, AUXIER FOCUS FUND, WARREN BUFFETT, COMPOUNDING, VALUE STOCK, MARGIN OF SAFETY, RISK MANAGEMENT, LONG-TERM, STOCKS, FIXED INCOME


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Jeff Auxier Comments on Bank of New York Guru stock highlight
Banks in general declined off euphoric post-election highs although Bank of New York (NYSE:BK) still sells at a significant discount to the market and will benefit greatly if interest rates normalize.After a difficult global earnings and revenue environment for over six quarters, we are seeing a pickup in sales and earnings for our core positions as many economies have seemed to stabilize. Domestically, the ISM services index still shows good improvement over 55%. We work hard at monitoring fundamentals to be able to catch the turn. While we are concerned with making good buys, it is also important to monitor highly valued “high expectation” stocks that can suffer painful drops when results fall short. We are looking for high integrity, dynamic management teams that can build value in any environment. We have learned over the years that having the cumulative knowledge of specific businesses, cash flows and balance sheets is far more important than being a market operator. When focusing on the power of compounding, it is critical to quantify and constantly assess risk through an in-depth knowledge of More...

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Jeff Auxier Comments on Visa Guru stock highlight
Visa (NYSE:V) dominates the global market for electronic payments handling over half of all credit card transactions globally. The trend toward digital payments and away from cash is strong and fundamentals for global commerce and spending have been improving. Their network processes over $8 trillion in transactions annually. More...

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Jeff Auxier Comments on Cerner Guru stock highlight
Cerner (NASDAQ:CERN) is a leading healthcare information technology company which provides critical software to help automate hospitals and other healthcare providers. The stock traded down to a multiyear low valuation at year end providing for an attractive entry point to this high-quality enterprise. More...

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Jeff Auxier Comments on Anthem Guru stock highlight
Anthem (NYSE:ANTM) is a leading managed care operator which operates under the Blue Cross/Blue Shield brand. Fourth quarter net income was up 103% year over year as medical enrollment increased 3.4%. They are expecting their operating cash flow to be greater than $3.5B in 2017. More...

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Jeff Auxier Comments on Oracle Guru stock highlight
Oracle (NYSE:ORCL)’s cloud revenue growth continues to expand reaching $1.2B in the most recent quarter, a growth of 62% year over year. Oracle is selling more enterprise SaaS than any cloud services provider in the world, and claims their new Gen2 IaaS is both faster and lower cost than Amazon web services. More...

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Jeff Auxier Comments on Corning Guru stock highlight
Corning (NYSE:GLW) is engaged in the manufacturing of specialty glass. They expect their gas particulate filters to become a significant business in China following the finalization of emission-related regulations in December 2016. Corning recently made a deal to provide Gorilla Glass for moderately priced smartphones that are within the reach of many of India’s customers—the second largest smartphone market in the world. More...

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Jeff Auxier Comments on Philip Morris Guru stock highlight
Philip Morris (NYSE:PM) is working on transforming from a cigarette company to focusing on meeting the growing demand of reduced risk, smoke-free tobacco products. They estimate that about 1.4 million adults quit smoking cigarettes in 2016 and switched to their IQOS product that heats tobacco rather than burns it, and annual production capacity will grow from 7 billion units to more than 32 billion units in 2017. More...

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Jeff Auxier Comments on PepsiCo Guru stock highlight
PepsiCo (NYSE:PEP) was the single largest contributor to US retail food and beverage growth in 2016 for the third straight year. They also announced their 45th consecutive annualized dividend increase in 2017 and are driving 3.7% organic revenue growth through healthier products. More...

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Jeff Auxier Comments on Zimmer Biomet Holdings Guru stock highlight
Zimmer Biomet (NYSE:ZBH) has a leading musculoskeletal portfolio and is the global market share leader in knees and hips. Zimmer is also predicting $2B in annual free cash flow by 2020. At year end the stock traded down to a steep discount to the market, an attractive 12 times earnings. The demographics favor hips and knees as the peak year is age 68—about the average age for baby boomers. According to the Pew Research Center, roughly 10,000 Americans turn 65 every day. Pain is a good motivator for action. More...

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