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Tiziano Frateschi
Tiziano Frateschi
Articles (2650)  | Author's Website |

Murray Stahl Buys Exxon, Suncor in 1st Quarter

Investor's top buys with high impacts on his assets

Murray Stahl (Trades, Portfolio) is the chairman of Horizon Asset Management Inc. During the first quarter he bought shares in many stocks, and the following are his most heavily weighted trades:

Stahl raised his stake in Silver Wheaton Corp. (SLW) by 35.19% with an impact of 0.58% on the portfolio.

Silver Wheaton is a Canadian mining company engaged in sales of silver and gold and currently has nine business segments, the silver produced by the Luismin, Zinkgruvan, Yauliyacu, Peñasquito, Cozamin, Barrick and other mines, the silver and gold produced by the Minto mine and corporate operations. During the fourth quarter silver equivalent production increased 70% compared to the same quarter of a year before, and revenue increased 43%.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of -4.31% and ROA of -3.51% that are outperforming 60% of the companies in the Global Silver industry. Financial strength has a rating of 9 out of 10 with cash to debt of 0.07 that is below the industry median of 4.69.

Ray Dalio (Trades, Portfolio) is the company's second-largest shareholder among the gurus with 0.15% of outstanding shares followed by John Hussman (Trades, Portfolio) with 0.02%, Jim Simons (Trades, Portfolio) with 0.02% and Mario Gabelli (Trades, Portfolio) with 0.01%.

The guru increased his stake in Franco-Nevada Corp. (FNV) by 46.90% with an impact of 0.47% on the portfolio.

It is a gold royalty and stream company. Its assets are mostly mineral and oil & gas royalties or streams but also include some working and equity interests, undeveloped properties, options to acquire royalties and streams and other assets. Gold Equivalent Ounces (“GEOs”) increased 14.6% over the fourth quarter of a year before, and revenue was $121.3 million compared to $123.0 million in the same quarter of a year before.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 0.67% and ROA of 0.64% that are outperforming 71% of other companies in the Global Gold industry. Financial strength has a rating of 9 out of 10 with cash to debt of 0.37 that is far below the industry median of 4.69.

The leading shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 3.97% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.42%, Simons with 0.26%, Dalio with 0.1% and Steven Cohen (Trades, Portfolio) with 0.03%.

The guru raised his stake in Texas Pacific Land Trust (TPL) by 1.88% with an impact of 0.11% on the portfolio.

The company restarted in 1888 as a result of a reorganization of the Texas and Pacific Railway company following receivership.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 128.12% and ROA of 106.21% that are outperforming 99% of the companies in the Global Real Estate - General industry. Financial strength has a rating of 7 out of 10 with no debt.

Simons is the company's other guru shareholder with 0.06% of outstanding shares.

The guru increased his stake in Exxon Mobil Corp. (XOM) by 44.92% with an impact of 0.04% on the portfolio.

The company’s main business is energy, involving exploration for and production of crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products. Due to stronger refining margins, favorable volumes mix and lower maintenance activities, earnings increased $854 million from the same quarter of a year before, and volumes increased 4.8%.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10 with ROE of 9.39% and ROA of 4.70% that are outperforming 71% of other companies in the Global Oil & Gas Integrated industry. Financial strength has a rating of 8 out of 10 with cash to debt of 0.10 that is below the industry median of 0.36.

The largest shareholder among the gurus is T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.16% of outstanding shares followed by Richard Pzena (Trades, Portfolio) with 0.15%, Ken Fisher (Trades, Portfolio) with 0.11%, Donald Yacktman (Trades, Portfolio) with 0.1%, Yacktman Fund (Trades, Portfolio) with 0.06%, Yacktman Focused Fund (Trades, Portfolio) with 0.03% and Simons with 0.03%.

The guru raised his stake in Associated Capital Group Inc. (AC) by 96.45% with an impact of 0.03% on the portfolio.

The company was founded in 1976 as an institutional research firm, and it has evolved into a diversified global financial services company offering an extensive range of investment capabilities.

It had successful completion of spinoff from GAMCO Investors Inc. (GBL), and total operating revenues grew 16.9% from the fourth quarter of a year before.

GuruFocus gives the stock a profitability and growth rating of 2 out of 10 with ROE of 5.31% and ROA of 2.57% that are underperforming 73% of the companies in the Global Capital Markets industry. Financial strength has a rating of 6 out of 10, with cash no debt.

Royce is the company's largest shareholder among the gurus with 0.99% of outstanding shares followed by Simons with 0.25%, Michael Price (Trades, Portfolio) with 0.07% and Barrow, Hanley, Mewhinney & Strauss with 0.05%.

The guru bought a 44,992-share stake in Sabine Royalty Trust (SBR) with an impact of 0.03% on the portfolio.

The company is an express trust formed to receive Sabine Corporation's royalty and mineral interests, including landowner's royalties, overriding royalty interests, minerals, production payments and any other similar, nonparticipatory interest, in certain producing and proved undeveloped oil and gas properties

GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 1083.80% and ROA of 801.32% that are outperforming 99% of other companies in the Global Oil & Gas Drilling industry. Financial strength has a rating of 7 out of 10, with no debt.

A notable shareholder among the gurus is Royce with 0.2% of outstanding shares.

The guru raised his stake in Suncor Energy Inc. (SU) by 139.37% with an impact of 0.07% on the portfolio.

It is an integrated energy company focused on developing petroleum resource basins – Canada's Athabasca oil sands.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROE of -4.87% and ROA of -2.50% that are underperforming 75% of the companies in the Global Oil & Gas Integrated industry. Financial strength has a rating of 6 out of 10, with cash to debt of 0.27 that is below industry median of 0.36.

Warren Buffett (Trades, Portfolio) is the company's largest shareholder among the gurus with 1.94% of outstanding shares followed by First Eagle Investment (Trades, Portfolio) with 0.32%, Jeremy Grantham (Trades, Portfolio) with 0.32%, NWQ Managers (Trades, Portfolio) with 0.17%, Simons with 0.04% and Dalio with 0.03%.

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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