The lady Guru, Sarah Ketterer, CEO and co-founder of Los Angeles-based Causeway Capital reported a rather active quarter according to the GuruFocus Real Time Picks. Ketterer added six new stocks; she increased her position in 36 companies, reduced her holdings in 13 and sold out of five stocks.
Sarah Ketterer currently holds 67 stocks valued at over $825 million. Ketterer saw strong returns of over 24% in 2012. In an interview with Steve Forbes earlier this year, Ketterer explains that Causeway’s investment approach is contrarian by choosing to head to the sectors where nobody else wants to be.
Causeway Capita maintains an average holding period of three years for the stocks in its portfolio. Causeway also maintains an international focus so that they have a greater likelihood of discovering overlooked opportunities, especially in smaller cap companies.
The following five companies represent Ketterer’s largest American stock increases.
1. Citigroup (C)
Sarah Ketterer made her largest increase of the first quarter in Citigroup, increasing her holdings by 81.41%. Ketterer bought 247,900 shares at an average price of $43.48 per share. Since her buy the share prices have increased 17.5%.
Ketterer now holds on to 552,400 shares of Citigroup which makes up a total of 2.9% of Causeway’s portfolio.
Click here for the Holding History of other gurus
Citigroup is a global financial services holding company, whose businesses provide consumers, corporations, governments and institutions with a wide range of financial products and services including consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.
Citigroup is currently trading at $51.19 and has a market cap of $151.86 billion. The company’s P/E ratio is at 18.8 and their P/S ratio is sitting at 2.1.
To read what Bill Ackman has to say about Citigroup, click here.
2. Siemens AG (SI)
Ketterer increased her position in Siemens by 67.06% in the first quarter. Ketterer added 12,775 shares to Causeway Capital’s portfolio at an average cost of $107.78 per share. Since this buy the price per share has decreased 3.1% from the average cost.
Causeway currently holds a total of 31,775 shares of Siemens which makes up a total of 0.42% of the firm’s total portfolio.
Click here for the holding history of other gurus
Siemens is a Germany-based electronics and electrical engineering company. The company’s operations are focused on three sectors: industry, energy and healthcare. The company works to manufacture products, design and install complex systems and projects as well as tailor services for individual requirements.
Siemens currently has a market cap at $88.77 billion and is trading at $104.39. The company has a P/E ratio of 16.30 and a P/S ratio of 0.91. Siemens had an annual average earnings growth of 7.4% over the past ten years. The company offers a dividend yield of 2.81%, or $0.382 per share, as of Dec. 31, 2012.
3. Boeing Co (BA)
Ketterer increased her holdings in Boeing by 37.33% in the most recent quarter. Ketterer added 101,200 shares at an average price of $78.17 per share. Since her buy the price per share has increased 24% from the average price.
Ketterer now owns 372,300 shares of Boeing. This holding makes up 3.8% of her total portfolio.
Click here for the holding history of other gurus
Boeing is a company which is engaged in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems and services.
Boeing currently trades at $96.92 and has a market cap of $96.92 billion. The company’s P/E ratio is sitting at 17.80 and its P/S ratio is at 0.90. Boeing had an annual average earnings growth of 14.5% over the past five years.
4. HSBC Holdings PLC (HBC)
Sarah Ketterer increased her holdings in HSBC Holdings by 23.15% in the most recent quarter. Ketterer bought 12,087 shares at an average price of $54.94 per share. Since her buy the price per share has increased 4.3% from the average price.
Causeway Capital currently holds 64,298 shares of HSBC which makes up a total of 0.42% of the firm’s total portfolio.
Click here for the holding history of other gurus
HSBC Holdings is a banking and financial services organization. Its products and services are delivered to its clients through for global businesses: retail banking and wealth management, commercial banking, global banking and markets and global private banking.
HSBC Holdings has a market cap of $210.55 billion; its P/E ratio is 15.50 and its P/S is 2.50. The company currently trades at $57.31. HSBC has had an annual average earnings growth of 0.2% over the past five years.
5. Avivia PLC (AV)
Ketterer bought 29,307 shares of Avivia in the first quarter increasing her holdings by 19.58%. She bought these shares at an average price of $11.02 per share. Since her buy the price per share of Avivia is down 4.2%.
Ketterer owns a total of 178,968 shares of Avivia. These holdings make up 0.2% of her total portfolio.
Click here for the Holding History of other gurus
Avivia is financial services company focused on insurance. The company specializes in the long-term insurance and savings business, general insurance and health and fund management. The company is based globally in four regions: North America, the UK, Europe and Asia Pacific.
Avivia currently trades at $10.56 per share. The company has a market cap of $15.56 billion, a P/B ratio of 1.20 and a P/S ratio of 0.20. Avivia has seen a 26.5% revenue growth in the past 12 months. The current dividend yield of Avivia is at 5.5%.
Check out Sarah Ketterer’s full portfolio here. Also look at her Undervalued Stocks, High Yield stocks and Top Growth Companies.
Sarah Ketterer currently holds 67 stocks valued at over $825 million. Ketterer saw strong returns of over 24% in 2012. In an interview with Steve Forbes earlier this year, Ketterer explains that Causeway’s investment approach is contrarian by choosing to head to the sectors where nobody else wants to be.
Causeway Capita maintains an average holding period of three years for the stocks in its portfolio. Causeway also maintains an international focus so that they have a greater likelihood of discovering overlooked opportunities, especially in smaller cap companies.
The following five companies represent Ketterer’s largest American stock increases.
1. Citigroup (C)
Sarah Ketterer made her largest increase of the first quarter in Citigroup, increasing her holdings by 81.41%. Ketterer bought 247,900 shares at an average price of $43.48 per share. Since her buy the share prices have increased 17.5%.
Ketterer now holds on to 552,400 shares of Citigroup which makes up a total of 2.9% of Causeway’s portfolio.
Click here for the Holding History of other gurus
Citigroup is a global financial services holding company, whose businesses provide consumers, corporations, governments and institutions with a wide range of financial products and services including consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.
Citigroup is currently trading at $51.19 and has a market cap of $151.86 billion. The company’s P/E ratio is at 18.8 and their P/S ratio is sitting at 2.1.
To read what Bill Ackman has to say about Citigroup, click here.
2. Siemens AG (SI)
Ketterer increased her position in Siemens by 67.06% in the first quarter. Ketterer added 12,775 shares to Causeway Capital’s portfolio at an average cost of $107.78 per share. Since this buy the price per share has decreased 3.1% from the average cost.
Causeway currently holds a total of 31,775 shares of Siemens which makes up a total of 0.42% of the firm’s total portfolio.
Click here for the holding history of other gurus
Siemens is a Germany-based electronics and electrical engineering company. The company’s operations are focused on three sectors: industry, energy and healthcare. The company works to manufacture products, design and install complex systems and projects as well as tailor services for individual requirements.
Siemens currently has a market cap at $88.77 billion and is trading at $104.39. The company has a P/E ratio of 16.30 and a P/S ratio of 0.91. Siemens had an annual average earnings growth of 7.4% over the past ten years. The company offers a dividend yield of 2.81%, or $0.382 per share, as of Dec. 31, 2012.
3. Boeing Co (BA)
Ketterer increased her holdings in Boeing by 37.33% in the most recent quarter. Ketterer added 101,200 shares at an average price of $78.17 per share. Since her buy the price per share has increased 24% from the average price.
Ketterer now owns 372,300 shares of Boeing. This holding makes up 3.8% of her total portfolio.
Click here for the holding history of other gurus
Boeing is a company which is engaged in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems and services.
Boeing currently trades at $96.92 and has a market cap of $96.92 billion. The company’s P/E ratio is sitting at 17.80 and its P/S ratio is at 0.90. Boeing had an annual average earnings growth of 14.5% over the past five years.
4. HSBC Holdings PLC (HBC)
Sarah Ketterer increased her holdings in HSBC Holdings by 23.15% in the most recent quarter. Ketterer bought 12,087 shares at an average price of $54.94 per share. Since her buy the price per share has increased 4.3% from the average price.
Causeway Capital currently holds 64,298 shares of HSBC which makes up a total of 0.42% of the firm’s total portfolio.
Click here for the holding history of other gurus
HSBC Holdings is a banking and financial services organization. Its products and services are delivered to its clients through for global businesses: retail banking and wealth management, commercial banking, global banking and markets and global private banking.
HSBC Holdings has a market cap of $210.55 billion; its P/E ratio is 15.50 and its P/S is 2.50. The company currently trades at $57.31. HSBC has had an annual average earnings growth of 0.2% over the past five years.
5. Avivia PLC (AV)
Ketterer bought 29,307 shares of Avivia in the first quarter increasing her holdings by 19.58%. She bought these shares at an average price of $11.02 per share. Since her buy the price per share of Avivia is down 4.2%.
Ketterer owns a total of 178,968 shares of Avivia. These holdings make up 0.2% of her total portfolio.
Click here for the Holding History of other gurus
Avivia is financial services company focused on insurance. The company specializes in the long-term insurance and savings business, general insurance and health and fund management. The company is based globally in four regions: North America, the UK, Europe and Asia Pacific.
Avivia currently trades at $10.56 per share. The company has a market cap of $15.56 billion, a P/B ratio of 1.20 and a P/S ratio of 0.20. Avivia has seen a 26.5% revenue growth in the past 12 months. The current dividend yield of Avivia is at 5.5%.
Check out Sarah Ketterer’s full portfolio here. Also look at her Undervalued Stocks, High Yield stocks and Top Growth Companies.
