Jeff Auxier

Jeff Auxier

Last Update: 05-14-2018

Number of Stocks: 150
Number of New Stocks: 3

Total Value: $499 Mil
Q/Q Turnover: 2%

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 (%)
201717.7121.71-4.0
20167.0911.99-4.9
2015-1.231.24-2.5
3-Year Cumulative24.5 (7.6%/year)38 (11.3%/year)-13.5 (-3.7%/year)
20147.3413.47-6.1
201323.8132.3-8.5
5-Year Cumulative65.5 (10.6%/year)107.2 (15.7%/year)-41.7 (-5.1%/year)
20128.7315.99-7.3
20115.571.93.7
201010.115.05-4.9
200924.7626.35-1.6
2008-24.52-36.7912.3
10-Year Cumulative96.9 (7%/year)125 (8.4%/year)-28.1 (-1.4%/year)
20075.715.140.6
200611.7515.85-4.1
20054.584.83-0.2
200410.7310.70.0
200326.7528.19-1.4
15-Year Cumulative241.4 (8.5%/year)307.7 (9.8%/year)-66.3 (-1.3%/year)
2002-6.79-21.5814.8
200112.67-11.7624.4
20004.05-9.7513.8

Top Ranked Articles

Adobe Accelerates Revenue Growth in Fiscal 2nd Quarter Company celebrates 25th anniversary of the PDF with double-digit revenue growth in digital media
Adobe Systems Inc. (NASDAQ:ADBE), the company famous for its Portable Document Format (PDF) reader, said fiscal second-quarter revenues increased 24% year over year on strong profit momentum across its digital media and experience businesses. Read more...
Jeff Auxier Comments on BP Guru stock highlight
BP (NYSE:BP) had a productive quarter as group oil and gas production averaged 3.6M barrels of oil equivalent a day, a 14% increase over last year, while downstream underlying quarterly earnings were the highest in five years growing almost 67%. All seven of the major projects they expected to start this year are online, including starting production in three major upstream projects in Australia, Trinidad, and Oman. BP re-entered the solar power market with the purchase of a 43% stake in Lightsource Renewable Energy Ltd. for $200M. Aggressive cost cutting is finally paying off as oil prices have improved by over 25% in four months.
Read more...
Jeff Auxier Comments on PepsiCo Guru stock highlight
Jeff Auxier Establishes 6 Positions in 3rd Quarter Guru releases quarterly portfolio
Auxier Asset Management founder Jeff Auxier (Trades, Portfolio) disclosed Nov. 9 he acquired six stocks in the third quarter. 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...
» More Jeff Auxier Articles

Commentaries and Stories

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Global Materials Industry Foresees Growth 4 stocks gurus have chosen again and again over the last year in a materials industry that analysts say is among the three expected to surge. The other two are energy and tech Jeff Auxier, Daniel Loeb, Ray Dalio, Jim Simons, J - Global Materials Industry Foresees Growth
A well-known group of stocks in the basic materials industry have caught the attention of gurus who have been keeping an eye on opportunities to cash in on global growth. More...

RAW MATERIALS, EARNINGS, PAINT, CHEMICALS, EARNINGS, STOCK, SHARES


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Adobe Accelerates Revenue Growth in Fiscal 2nd Quarter Company celebrates 25th anniversary of the PDF with double-digit revenue growth in digital media Jeff Auxier, Stanley Druckenmiller, Daniel Loeb - Adobe Accelerates Revenue Growth In Fiscal 2nd Quarter
Adobe Systems Inc. (NASDAQ:ADBE), the company famous for its Portable Document Format (PDF) reader, said fiscal second-quarter revenues increased 24% year over year on strong profit momentum across its digital media and experience businesses. More...

JEFF AUXIER, STANLEY DRUCKENMILLER, DANIEL LOEB, APPLICATION SOFTWARE


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Jeff Auxier's Top Trades in 1st Quarter 'The big profits go to the intelligent, careful and patient investor, not to the reckless and overeager speculator,' he reminds shareholders Jeff Auxier - Jeff Auxier's Top Trades In 1st Quarter
Guru investor Jeff Auxier (Trades, Portfolio)’s firm, Auxier Asset Management, initiated three new positions in the early months of the year. More...

EXPRESS, COURIER, FEDERAL EXPRESS, UNITED KINGDOM, BANK, BREXIT, EARNINGS, INTEREST INCOME, BOOK-VALUE, SHARES, TECHNOLOGY, ADOBE


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Jeff Auxier Comments on Cigna Guru stock highlight
On March 8, 2018, Cigna (NYSE:CI) entered into a definitive agreement to acquire Express Scripts Holding Company for $67B, or $92 per share. This buyout would broaden the portfolio of Cigna’s specialty services and boost their focus on advanced analytics. Combining the companies’ strengths will allow them to use a patient’s medical history to improve treatments and lower costs while simplifying the healthcare supply chain. The merger consideration will consist of $48.75 in cash and 0.2434 shares of stock of the combined company per ESRX share. Upon closing the transaction, Cigna shareholders will own approximately 64% of the company and Express Scripts shareholders will own 36%. Current CEO of Cigna, David Cordani, will lead the combined company with Tim Wentworth, current CEO of Express Scripts, transitioning to President of Express Scripts, Inc. The deal is being closely watched and scrutinized by the Department of Justice who recently asked both companies for additional information. The Justice Department successfully blocked both Aetna from buying Humana More...

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Jeff Auxier Comments on Keurig Dr. Pepper Guru stock highlight
On January 29, 2018, Dr. Pepper Snapple Group and Keurig Green Mountain Inc. entered into a definitive merger agreement to create Keurig Dr. Pepper (KDP) for $123 a share. The Fund’s cost is $15.23. We bought Dr. Pepper shortly after it was spun out of Cadbury Schweppes for less than ten times earnings. We discovered a highly focused and competent management team. The two companies will bring iconic brands such as 7 Up, A&W, Mott’s and Sunkist together with Green Mountain Coffee Roasters, Keurig’s single serve coffee system, and more than 75 owned, licensed, and partner brands. Dr. Pepper Snapple shareholders will receive $103.75 per share, or $18.7B, in a special cash dividend and retain 13% of the combined company. KDP is targeting $600M in synergies on an annualized basis by 2021 and a dividend of $0.60 per share at the close of the transition. Total net debt is expected to be approximately $16.6B with a target net debt/EBIDTA ratio below 3.0x within two to three years after closing. KDP will have combined proforma 2017 annual revenues of approximately More...

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Jeff Auxier Comments on PepsiCo Guru stock highlight
PepsiCo (NASDAQ:PEP) More...

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Jeff Auxier Comments on Biogen Inc. Guru stock highlight
Biogen Inc. (NASDAQ:BIIB) More...

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Jeff Auxier Comments on DowDuPont Inc. Guru stock highlight
DowDuPont Inc. (NYSE:DWDP) More...

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Jeff Auxier Comments on Johnson & Johnson Guru stock highlight
Johnson & Johnson (NYSE:JNJ) More...

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Jeff Auxier Comments on Visa Guru stock highlight
Visa (NYSE:V) More...

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Jeff Auxier Comments on Raytheon Company Guru stock highlight
Raytheon Company (NYSE:RTN) More...

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Jeff Auxier Comments on America Movil Guru stock highlight
America Movil (NYSE:AMX) More...

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Jeff Auxier Comments on Bank of America Guru stock highlight
Bank of America (NYSE:BAC) More...

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Jeff Auxier Comments on Microsoft Corp Guru stock highlight
Microsoft Corp. (NASDAQ:MSFT) More...

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Jeff Auxier Comments on Mastercard Guru stock highlight
Mastercard (NYSE:MA) ended their fiscal year with fourth quarter sales up 20% to $3.31B benefiting from strong holiday spending. The continued focus on international growth opportunities has paid off as there are now three times as many cards outstanding worldwide than in US markets. Vocalink, a payment system headquartered in the UK, and Oltio, a mobile payments and banking technology company out of South Africa, along with other acquisitions contributed 3% to overall sales growth in the quarter. More...

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Jeff Auxier's Auxier Asset Management Spring 2018 Market Commentary Discussion of markets and holdings Jeff Auxier - Jeff Auxier's Auxier Asset Management Spring 2018 Market Commentary
The first quarter of 2018 brought back more normal volatility which has been rare in this recent era of artificially low interest rates. We are seeing a long overdue, much needed correction to help purge excesses in the global markets. Speculation has been boiling in the cryptocurrencies, along with pre-public technology stocks and can also be seen with record margin debt used to buy stocks. The excitement in January over lower tax rates, deregulation and strong corporate earnings has been replaced with concerns of higher commodity prices (oil up over 30%), wage pressures, transportation costs and rising interest rates which can threaten profit margins. Aggressive trade rhetoric between the US and China has fueled fears of global trade wars. With the growth of online shipping and driver regulation, there is a meaningful shortage in both trucks and truck drivers leading to an unprecedented rise in logistics costs often climbing over 20% this past year. Amazon’s recent shipping costs are up over 35%. Housing prices are still showing gains in excess of 6% year over year, driven in part by a strong job market and millennial demand which now exceeds baby boomer demand. Housing inventory More...

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Jeff Auxier Prefers Undervalued Stocks Sally Beauty and a salt producer are buys in the fourth quarter Jeff Auxier - Jeff Auxier Prefers Undervalued Stocks
Guru investor Jeff Auxier (Trades, Portfolio) established three positions in the final months of the year, bringing his total portfolio holdings to $521 million. More...

SALLY BEAUTY, COMPASS MINERALS, SALT, EARNINGS, REVENUE, PETER LYNCH CHART


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Jeff Auxier Comments on Oracle Guru stock highlight
Oracle (NYSE:ORCL)’s cloud revenue growth of 44% drove performance for the quarter. They will soon deliver the Oracle Autonomous Database in the Oracle Cloud claiming it to be 10x faster at less than half the cost of running a database in the Amazon Cloud. The fully-autonomous database will not require any human labor for administration, will detect security vulnerabilities and patch itself immediately while running, and will reduce planned and unplanned downtime to less than thirty minutes per year. More...

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Jeff Auxier Comments on AIG Guru stock highlight
After a year of catastrophic events leading to aggregate pre-tax catastrophe losses of $3.0B in the quarter, American International Group (NYSE:AIG)’s CEO is looking forward to 2018 as “The Year of the Underwriter.” AIG will be focusing on commercial underwriting, enhancing underwriter tools, and their talent base to position themselves for long-term growth. With over $130B in insured losses for 2017, the industry pricing environment is firming on projected 2018 renewals. In the past, we have enjoyed solid returns with the new AIG CEO Brian Duperreault when he successfully turned around a troubled Marsh & ­­McLennan. More...

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Jeff Auxier Comments on America Movil Guru stock highlight
Natural disasters in Mexico and Puerto Rico along with a costly Colombian arbitration panel ruling led to a net loss of 9.5B pesos vs. a net income of 2.1B pesos year over year. America Movil (NYSE:AMX) is working on rolling out a 4.5G network which is expected to be 7x faster than 4G in parts of Mexico, and gearing up for 5G by 2020. More...

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