Jeff Auxier

Jeff Auxier

Last Update: 02-14-2018

Number of Stocks: 150
Number of New Stocks: 3

Total Value: $521 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 (%)
201717.7121.71-4.0
20167.0911.96-4.9
2015-1.231.38-2.6
3-Year Cumulative24.5 (7.6%/year)38.1 (11.4%/year)-13.6 (-3.8%/year)
20147.3413.69-6.3
201323.8132.39-8.6
5-Year Cumulative65.5 (10.6%/year)107.9 (15.8%/year)-42.4 (-5.2%/year)
20128.7316-7.3
20115.572.113.5
201010.115.06-5.0
200924.7626.46-1.7
2008-24.52-3712.5
10-Year Cumulative96.9 (7%/year)125.8 (8.5%/year)-28.9 (-1.5%/year)
20075.715.490.2
200611.7515.79-4.0
20054.584.91-0.3
200410.7310.88-0.2
200326.7528.68-1.9
15-Year Cumulative241.4 (8.5%/year)312.8 (9.9%/year)-71.4 (-1.4%/year)
2002-6.79-22.115.3
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
Jeff Auxier Comments on Unilever Guru stock highlight
Unilever (NYSE:UN) is a major player in consumer goods, especially in emerging markets with leading brands like Lipton Tea, Dove, skin products company Dollar Shave Club, and Best Foods. Kraft Heinz made an offer to buy the company for $143 billion. Although it was rejected, it motivated the company to aggressively restructure, benefiting shareholders.
Read more...
Jeff Auxier Comments on Corning Guru stock highlight
Corning (NYSE:GLW) is edging their way into the medical field with Valor Glass. Working with Merck and Pfizer, Corning is developing a damage-resistant glass for vials that will reduce flaking, contamination, and breaking while being more efficient to manufacture. Corning’s Gorilla Glass continues to be a big seller as Apple, Samsung, and other phone manufacturers use it on ­their flagship devices. Specialty Materials net earnings were up 71% over last year helping the decline of LCD screen prices in Display Technologies.
Read more...
Jeff Auxier Comments on UnitedHealth Guru stock highlight
UnitedHealth (NYSE:UNH)’s data and technology platform, Optum, had another quarter and now full year of double-digit percentage earnings growth in all of its segments. Due to positive results, UnitedHealth raised their 2018 adjusted earnings guidance by 16% at the midpoint to $12.45 per share. CEO David Wichmann expects Corporate Tax Reform to boost earnings and cash flows by $1.7B in 2018.
Read more...
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.

Read more...
» More Jeff Auxier Articles

Commentaries and Stories

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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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Jeff Auxier Comments on Cerner Corp Guru stock highlight
Although revenues were up 8%, they came in below analysts’ expectations. Bookings were down 22.5% year over year due to several large contracts being delayed, causing it to come in below the company’s guidance. However, it could lead to all-time high levels of bookings once these deals are signed. More...

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Jeff Auxier Comments on Unilever Guru stock highlight
Turnover headwinds from a stronger euro and overall weak market demand led to a challenging quarter for Unilever (NYSE:UL). Underlying sales growth of 2.6% was driven by their emerging markets’ 6.3% growth while developed markets declined 2.3% in the quarter. More...

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Jeff Auxier Comments on Philip Morris Guru stock highlight
Philip Morris (NYSE:PM)’s reduced risk, heated tobacco product IQOS accounted for 40% of shipments to Japan in the quarter, surpassing combustible cigarettes for the first time in that market. Although it has seen impressive growth in the Japanese market, it is still waiting for FDA approval in the US. We believe it will be approved. More...

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Jeff Auxier Comments on Merck & Co. Guru stock highlight
Merck & Co. (NYSE:MRK) had a challenging quarter as total sales declined 2% due to a temporary production shutdown from a cyber-attack. Merck’s Pharmaceutical segment–making up 89% of sales–fell 3% as they lost market exclusivity for two of their top cholesterol treatments and are facing increasing pricing pressure on their top-selling drug. On a positive note, the outlook for cancer-fighting immunotherapy Keytruda is very encouraging. More...

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Jeff Auxier Comments on LyondellBasell Guru stock highlight
LyondellBasell (NYSE:LYB) was able to deliver double digit revenue and earnings growth despite Hurricane Harvey affecting each of their major US Gulf Coast sites. Even after the impact of increasing feedstock prices and production outages, they were able to produce 13% more ethylene across their global system compared to the previous year. LyondellBasell also plans to build the world’s largest propylene oxide and tertiary butyl alcohol plant in Houston in the second half of 2018. More...

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Jeff Auxier Comments on The Travelers Co. Guru stock highlight
The Travelers Co. (NYSE:TRV) had record-setting net written premiu­ms of $6.6B and growth in all segments as retention remained at historic highs in Commercial Businesses. Hurricane Harvey, Irma, and Maria are estimated to have damages exceeding $250B causing Travelers’ net income to be impacted by $455M of catastrophe losses. The pricing for many property and casualty products is showing signs of firming going into 2018. More...

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Jeff Auxier Comments on Corning Guru stock highlight
Corning (NYSE:GLW) is edging their way into the medical field with Valor Glass. Working with Merck and Pfizer, Corning is developing a damage-resistant glass for vials that will reduce flaking, contamination, and breaking while being more efficient to manufacture. Corning’s Gorilla Glass continues to be a big seller as Apple, Samsung, and other phone manufacturers use it on ­their flagship devices. Specialty Materials net earnings were up 71% over last year helping the decline of LCD screen prices in Display Technologies. More...

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Jeff Auxier Comments on Walmart Guru stock highlight
Walmart (NYSE:WMT)’s continued effort to strengthen their online offerings to compete with Amazon is gaining more traction as eCommerce sales grew 50% in the quarter. As a result, 63 Sam’s Clubs are slated to close and approximately 12 will be converted to online fulfillment centers while scaling back Walmart brick-and-mortar growth in the US. More...

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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. More...

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Jeff Auxier Comments on Mastercard Guru stock highlight
Mastercard (NYSE:MA) had a record-setting quarter, increasing revenues by 18% and growing net income by 21% to $1.4B. This year, Mastercard will be Costco’s exclusive co-brand partner in Japan as they continue to focus on international growth opportunities. On the innovation front, Mastercard continues to push forward providing payment options on smartphones, workspace connected communities, and virtual reality. They have recently landed large retailers Kroger and Cabela’s. More...

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Jeff Auxier Comments on Johnson & Johnson Guru stock highlight
Johnson & Johnson (NYSE:JNJ) saw a 10.3% growth in net sales as their Pharmaceutical segment–which represents 49% of overall sales–jumped 15% in the quarter. This has been due in part to the consistently growing sales of their lymphoma treatment, Imbruvica, increasing 46.7% year over year as additional implications continue to be approved by the FDA. More...

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Jeff Auxier Comments on Express Scripts Guru stock highlight
Express Scripts (NASDAQ:ESRX) recently acquired eviCore Healthcare, an industry leader in evidence-based medical benefit management services. EviCore helps manage medical benefits for 100 million people, and Express Scripts expects the acquisition to be accretive to adjusted diluted earnings per share in 2018, which they now estimate in the range of $7.67 to $7.87. At a P/E of 12 times 2018 the stock seems very cheap. More...

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Jeff Auxier Comments on PepsiCo Guru stock highlight
PepsiCo (NASDAQ:PEP) saw overall organic revenue growth of 1.7% despite its North American Beverages sector revenues decline for the first time in two years. Latin America and ESSA had operating profit growth of 14% and 12% respectively to pick up the slack. By 2025, PepsiCo plans to have at least two-thirds of their beverages contain 100 calories or less per serving. PepsiCo continues to expect $7B in free cash flow for the full fiscal year. More...

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Jeff Auxier Comments on Anthem Guru stock highlight
Anthem (NYSE:ANTM)’s three reportable segments all had operating revenue growth in the most recent quarter while cutting total expenses by 5%. After ongoing accusations of Express Scripts overcharging by billions of dollars, Anthem announced its plan to set up its own pharmacy benefits management unit called IngenioRx and secured a five-year agreement with CVS Health Corp. that will go into effect at the end of 2019. More...

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Jeff Auxier Comments on Bank of America Guru stock highlight
Loan and deposit growth of 3.3% and 3.8% along with higher interest rates led to net interest income growth of 11% to $11.5B in the quarter. After a $2.9B charge related to the Tax Cuts and Jobs Act, Bank of America (NYSE:BAC) plans to benefit from more rational regulation and lower tax rates. More...

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Jeff Auxier Comments on Microsoft Guru stock highlight
In 2012 the company’s cloud revenue totaled $700 million. Today, Microsoft (NASDAQ:MSFT) has quarterly cloud revenues exceeding $5 billion with 55% margins. Driven by Azure’s revenue growth of 90%, revenue in Microsoft’s Intelligent Cloud segment increased 14% to $6.9B with commercial cloud annual recurring revenue exceeding $20B. Total revenue grew 12% as their Productivity and Business Processes and Intelligent Cloud segments made up for the stalling Personal Computing. More...

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