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Tiziano Frateschi
Tiziano Frateschi
Articles (2755)  | Author's Website |

Davis Selected Advisers Cuts Otis, Oracle

Firm's largest sales of the 2nd quarter

Chris Davis (Trades, Portfolio)' Davis Selected Advisers manages a $17.29 billion equity portfolio composed of 119 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter of 2020.

Otis

The fund trimmed its position in Otis Worldwide Corp. (OTIS) by 99.67%. The trade had an impact of -1.43% on the portfolio.

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The company has a market cap of $27.72 billion and an enterprise value of $27.36 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 60.26% and return on assets of 11.86% are outperforming 94% of companies in the industrial products industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 2.58 is above the industry median of 0.94.

The largest guru shareholder of the company is Dodge & Cox with 2.20% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.49% and Daniel Loeb (Trades, Portfolio)'s Third Point with 0.46%.

Raytheon

The fund's Raytheon Co. (RTN) holding was closed. The portfolio was impacted by -0.93%.

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The American defense contractor has a market cap of $32.57 billion and an enterprise value of $33.74 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of -27.59% and return on assets of 10.2% are outperforming 100% of companies in the aerospace and defense industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.79 is above the industry median of 0.52.

The largest guru shareholder of the company is Pioneer Investments (Trades, Portfolio) with 0.28% of outstanding shares, followed by Loeb with 0.12% and NWQ Managers (Trades, Portfolio) with 0.03%.

Oracle

The fund curbed its position in Oracle Corp. (ORCL) by 85.08%. The portfolio was impacted by -0.60%.

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The company, which provides IT solutions, has a market cap of $165.77 billion and an enterprise value of $194.95 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 61.73% and return on assets of 9.64% are outperforming 83% of companies in the software industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.6 is below the industry median of 2.2.

The largest guru shareholder is First Eagle Investment (Trades, Portfolio) with 0.97% of outstanding shares, followed by Fisher with 0.43% and PRIMECAP Management (Trades, Portfolio) with 0.32%.

Apache

The fund exited its Apache Corp. (APA) holding, impacting the portfolio by -0.59%.

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The independent exploration and production company has a market cap of $5.82 billion and an enterprise value of $15.82 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of -302.89% and return on assets of -45.27% are underperforming 97% of companies in the oil and gas industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.02 is far below the industry median of 0.39.

The largest guru shareholder of the company is Dodge & Cox with 14.38% of outstanding shares, followed by HOTCHKIS & WILEY with 4.90% and Bill Nygren (Trades, Portfolio) with 2.86%.

Booking

The investment fund curbed its holding in Booking Holdings Inc. (BKNG) by 99.73%. The portfolio was impacted by -0.44%.

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The online travel agency has a market cap of $73.42 billion and an enterprise value of $75.04 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 50.83% and return on assets of 12.34% are outperforming 94% of companies in the travel and leisure industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.87 is double than the industry median of 0.43.

The largest guru shareholder is Dodge & Cox with 3.60% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.59% and First Eagle Investment (Trades, Portfolio) with 0.57% and Andreas Halvorsen (Trades, Portfolio)'s Viking Global Investors with 0.50%.

Magnolia

The investment fund sold its Magnolia Oil & Gas Corp. (MGY) position. The trade had an impact of -0.33% on the portfolio.

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The independent oil producer has a market cap of $1.74 billion and an enterprise value of $2.29 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of -96.72% and return on assets of -45.65% are underperforming 88% of companies in the oil and gas industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.3 is below the industry median of 0.39.

The largest shareholder of the company include Leon Cooperman (Trades, Portfolio) with 0.97% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.44% and HOTCHKIS & WILEY with 0.22%.

Amazon.com

The investment fund reduced its holding in Amazon.com Inc. (AMZN) by 1.93%. The portfolio was impacted by -0.14%.

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The online retailer has a market cap of $1.58 trillion and an enterprise value of $1.59 trillion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 21.22% and return on assets of 6.02% are outperforming 87% of companies in the retail, cyclical industry. Its financial strength is rated 6 out of 10 with a cash-debt ratio of 0.94.

The largest guru shareholder of the company is Fisher with 0.33% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.24% and Frank Sands (Trades, Portfolio) with 0.22%.

Disclosure: I do not own any stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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