1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Tiziano Frateschi
Tiziano Frateschi
Articles (2110)  | Author's Website |

John Burbank's Best Investments

Guru's acquisitions have been paying off

John Burbank (Trades, Portfolio) is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. He manages a portfolio composed of 98 stocks with total value of $6.101 billion. During the first quarter, the guru increased several stakes, and the following are the ones with the best performances since those buys.

Johnson & Johnson (JNJ)

The investor increased his shares in Johnson & Johnson by 2,203.04% in the first quarter and now holds 1,583,456 shares. Since then the price of the stock has risen by 19%.

The company has a market cap of $336.32 billion and an enterprise value of $319.82 billion. It is a holding company that is engaged in the research and development, manufacture and sale of products in the health care field within its Consumer, Pharmaceutical and Medical Devices and Diagnostics business segments.

The price of the stock has risen by 80% during the last five years, by 22% since the beginning of the year and by 24% during the last 12 months. The stock is now 0.78% below its 52-week high and 49.49% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 21.70% and ROA of 11.59% that are outperforming 83% of the companies in the Global Drug Manufacturers – Major industry.

The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.56% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.39%, Jeremy Grantham (Trades, Portfolio) with 0.26%, Donald Yacktman (Trades, Portfolio) with 0.26%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.14%, Yacktman Fund (Trades, Portfolio) with 0.13% and Pioneer Investments (Trades, Portfolio) with 0.13%.

Yahoo! Inc. (YHOO)

The investor raised his stake in Yahoo! by 243.37% and now holds 4,687,039 shares. Since then the price of the stock has risen by 20%.

The company has a market cap of $35.59 billion and an enterprise value of $30.9 billion. It is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.

The price of the stock has risen by 137% during the last five years and by 19% since the beginning of the year and dropped by 3% during the last 12 months. The stock is now 6.20% below its 52-week high and 43.40% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROA of -9.69% and ROE of -14.64% that are underperforming 78% of the companies in the Global Internet Content & Information industry.

PRIMECAP Management (Trades, Portfolio) is the largest shareholder among the gurus with 0.63% of outstanding shares followed by Burbank with 0.49%, David Einhorn (Trades, Portfolio) with 0.46%, First Pacific Advisors (Trades, Portfolio) with 0.41% and Steven Romick (Trades, Portfolio) with 0.36%.

Pfizer Inc. (PFE)

The investor increased his shares in Pfizer by 1,860% in the first quarter and now holds 3,171,356 shares. Since then the price of the stock has risen by 20%.

The company has a market cap of $217.18 billion and an enterprise value of $237.41 billion. It is a research-based biopharmaceutical company. The company has five operating segments: Primary Care; Specialty Care and Oncology; Established Products and Emerging Markets; Animal Health and Consumer Healthcare.

The price of the stock has risen by 77% during the last five years, by 12% since the beginning of the year and by 12% during the last 12 months. The stock is now 1.78% below its 52-week high and 26.76% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROA of 11.56% and ROE of 4.62% that are outperforming 54% of the companies in the Global Drug Manufacturers - Major industry.

The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.89% of outstanding shares followed by Fisher with 0.52%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.24%, Jana Partners (Trades, Portfolio) with 0.22%, Diamond Hill Capital (Trades, Portfolio) with 0.19%, Pioneer Investments (Trades, Portfolio) with 0.18% and Lee Ainslie (Trades, Portfolio) with 0.14%.

Lockheed Martin Corp. (LMT)

His stake in Lockheed Martin increased by 198.12% in the first quarter, and now he holds 379,899 shares. Since then the price of the stock has risen by 19%.

The company has a market cap of $75.96 billion and an enterprise value of $89.79 billion. It is engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services.

The price of the stock has risen 207% during the last five years, by 17% since the beginning of the year and by 31% during the last 12 months. The stock is now 0.35% below its 52-week high and 37.16% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROA of 112.93% and ROE of 8.06 that are outperforming 85% of the companies in the Global Aerospace & Defense industry.

The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 0.44% of outstanding shares followed by Burbank with 0.12%, Jim Simons (Trades, Portfolio) with 0.11% and Tweedy Browne (Trades, Portfolio) with 0.05%.

Charter Communications Inc. Class A (CHTR)

The investor acquired 121,407 shares in Charter Communications during the first quarter; since then the price of the stock has risen by 20%.

The company has a market cap of $23.57 billion and an enterprise value of $59.42 billion. It is a cable operator providing services in the U.S. It offers cable video programming, Internet services and voice services as well as video services such as video on demand, HD television and DVR service.

The price of the stock has risen by 20% during the last five years, by 18% since the beginning of the year and by 20% during the last 12 months. The stock is now 1.15% below its 52-week high and 48.45% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROA of -1.19% and ROC of 12.33% that are underperforming 73% of the companies in the Global Pay TV industry.

The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 9.18% of outstanding shares followed by Steve Mandel (Trades, Portfolio) with 4.08%, John Griffin (Trades, Portfolio) with 1,96%, Grantham with 1.84%, Chase Coleman (Trades, Portfolio) with 1.74% and Simons with 0.45%.

National Retail Properties Inc. (NNN)

The guru bought 394,221 shares in National Retail Properties during the first quarter; since then the stock has risen by 20%.

The company has a market cap of $7.6 billion and an enterprise value of $10.14 billion. It is a fully integrated real estate investment trust. It acquires, owns, invests in and develops properties that are leased primarily to retail tenants under long-term net leases and primarily held for investment.

The price of the stock has risen by 106% during the last five years, by 33% since the beginning of the year and by 44% during the last 12 months. The stock is 0.04% below its 52-week high and 57.05% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 5.52% that is outperforming and ROA of 4.05% that is underperforming 59% of the companies in the Global REIT - Retail industry.

Fisher is the largest shareholder among the gurus with 0.64% of outstanding shares followed by Burbank with 0.27% and Simons with 0.02%.

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

Start a free seven-day trial of Premium Membership to GuruFocus.

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


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by Tiziano Frateschi


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK