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Tiziano Frateschi
Tiziano Frateschi
Articles (2006)  | Author's Website |

John Rogers Continues to Buy Morgan Stanley, Ansys

Guru's multiple investments during last 2 quarters

John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks:

HSBC Holdings PLC (HSBC)

During the fourth quarter of 2015, the fund increased the stake by 32.27% and increased it 0.64% in the first quarter. The company provides banking and financial services through four segments namely Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking.

During the first quarter adjusted PBT decreased 18% and adjusted revenue decreased 4% from the same quarter of a year before.

The largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 0.33% of outstanding shares followed by Charles Brandes (Trades, Portfolio) with 0.05%, Jim Simons (Trades, Portfolio) with 0.03% and Sarah Ketterer (Trades, Portfolio) with 0.01%.

Morgan Stanley (MS)

During fourth quarter 2015, the guru increased the stake by 1.18% and increased it by 27.06% in the first quarter. The fund holds 0.01% of the company's outstanding shares; the company through its subsidiaries and affiliates provides financial products and services to a diversified group of clients and customers including corporations, governments, financial institutions and individuals.

First quarter net revenue was $7.8 billion compared with $9.9 billion in the same quarter of a year ago and net income was 55 cents per diluted share compared to $1.18 per diluted share for the same period a year ago.

Richard Pzena (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.65% of outstanding shares followed by Diamond Hill Capital (Trades, Portfolio) with 0.61%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.53%, HOTCHKIS & WILEY with 0.37%, Ken Heebner (Trades, Portfolio) with 0.21%, Spiros Segalas (Trades, Portfolio) with 0.2%, Mario Gabelli (Trades, Portfolio) with 0.09%, Pioneer Investments (Trades, Portfolio) with 0.08% and Fisher with 0.02%.

The Mosaic Co. (MOS)

During the fourth quarter of 2015, the fund increased the stake by 21.78% and increased the stake by 5.49% in the first quarter. The fund holds 0.06% of the company's outstanding shares. The company produces and markets concentrated phosphate and potash crop nutrients. It is organized into two business segments: Phosphates and Potash.

In the first quarter it reported net earnings of $257 million, down from $295 million in the first quarter of 2015. Earnings per diluted share were 73 cents, and net sales in the first quarter of 2016 were $1.7 billion, down from $2.1 billion last year, reflecting lower prices as well as lower potash sales volumes.

The largest shareholder among the gurus is Richard Snow (Trades, Portfolio) with 0.4% of outstanding shares followed by Louis Moore Bacon (Trades, Portfolio) with 0.03%, John Buckingham (Trades, Portfolio) with 0.03%, Ray Dalio (Trades, Portfolio) with 0.02% and Jeremy Grantham (Trades, Portfolio) with 0.01%.

Superior Industries International Inc. (SUP)

During fourth quarter 2015, the guru increased the stake by 0.54% and raised it 121.81% in the first quarter. The fund holds 1.13% of the company's outstanding shares. The company designs and manufactures aluminum road wheels for sale to original equipment manufacturers.

First quarter earnings per share had a 250.0% increase year over year and value-added sales a 24.4% increase year over year. The company reported a 110.2% increase for adjusted EBITDA.

Gabelli is the company's largest shareholder among the gurus with 6.94% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 2.27%, Simons with 1.68%, Barrow, Hanley, Mewhinney & Strauss with 0.17%, Grantham with 0.1%, Joel Greenblatt (Trades, Portfolio) with 0.08% and Paul Tudor Jones (Trades, Portfolio) with 0.05%.

Harris & Harris Group Inc. (TINY)

During the fourth quarter of 2015, the fund increased the stake by 15.46% and hiked it by 8.56% in the first quarter. The fund holds 12.35% of the company's outstanding shares. The company is a provider of automation and cryogenic solutions for multiple markets including semiconductor manufacturing and life sciences.

Rockwell Collins Inc. (COL)

During fourth quarter 2015, the guru increased the stake by 0.35% and raised it by 4.07% in the first quarter. The fund holds 0.07% of the company's outstanding shares. The company designs, produces and supports communications and aviation systems for commercial and military customers and provides information management services through voice and data communication networks and solutions.

Sales in the first quarter decreased 2% and income from continuing operations net of taxes increased 6%. The company reported a 7% increase for EPS and a 1% decrease for diluted average shares outstanding.

HOTCHKIS & WILEY is the company's largest shareholder among the gurus with 0.86% of outstanding shares followed by Westport Asset Management (Trades, Portfolio) with 0.08%.

Perceptron Inc. (PRCP)

During fourth quarter 2015, the fund increased the stake by 7.67% and again by 5.77% in the first quarter. The fund holds 18.23% of the company's outstanding shares. The company develops, produces and sells a comprehensive range of automated industrial dimensional inspection and 3D-scanning products. It offers 3D machine vision solutions and robot guidance and coordinated measuring machines and laser scanning.

Sales in the first quarter were $15.1 million. The company had an increase of $3.9 million from the year-ago quarter.

Royce is the company's second-largest shareholder with 12.5% of outstanding shares followed by Simons with 5.43%.

Ansys Inc. (ANSS)

During the fourth quarter of 2015, the guru increased the stake by 0.53% and increased it by 2.50% in the first quarter. The fund holds 0.12% of outstanding shares of the company that develops and markets engineering software and services used by engineers, designers, researchers and students across a broad spectrum of industries and academia including aerospace, automotive, manufacturing, electronics and biomedical.

During the first quarter reported GAAP and non-GAAP revenue growth in constant currency of 6% and 5% and GAAP and non-GAAP diluted earnings per share of 63 cents and 77 cents for the quarter.

Ron Baron (Trades, Portfolio) is the company's largest shareholder among the gurus with 3.49% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 1.92%, Meridian Funds (Trades, Portfolio) with 0.51%, Royce with 0.13%, Chuck Akre (Trades, Portfolio) with 0.11%, Frank Sands (Trades, Portfolio) with 0.09%, Grantham with 0.08%, Greenblatt with 0.06%, Fisher with 0.05% and Simons with 0.03%.

British American Tobacco PLC (BTI)

During fourth quarter 2015, the fund increased the stake by 46.15% and boosted the stake by 27.77% in the first quarter. The fund holds 0.01% of outstanding shares of the stock, a holding company that owns directly or indirectly investments in the numerous companies constituting the British American Tobacco Group of companies. Its brand portfolio includes Dunhill, Kent, Lucky Strike and Pall Mall.

Cigarette volume from subsidiaries increased by 3.6% from the first quarter of 2015 and revenue increased by 7.5% at constant rates of exchange.

The largest shareholder among the gurus is Simons with 0.07% of outstanding shares followed by Ketterer with 0.02%.

Gaiam Inc. (GAIA)

During the fourth quarter of 2015, the guru increased the stake by 61.73% and increased it by 318.98% in the first quarter. The fund holds 6.31% of outstanding shares of the company that develops and markets yoga, fitness and wellness products and accessories. It offers yoga clothing, yoga mats, fitness clothing, workout videos, gym bags, meditation and other fitness-related services.

Royce is the company's largest shareholder among the gurus with 8.13% of outstanding shares followed by Simons with 1.16%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

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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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