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Tiziano Frateschi
Tiziano Frateschi
Articles (2148)  | Author's Website |

Hotchkis & Wiley's Best Investments Year to Date

Stocks in firm's portfolio with the largest increases this year

July 15, 2016 | About:

HOTCHKIS & WILEY are value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. It manages a portfolio composed of 173 stocks with total value of $23.763 billion.

Marathon Oil Corp. (MRO)

The guru increased its shares in Marathon Oil by 44.55% in the first quarter. It now holds 55,604,492 shares and is the largest shareholder among the gurus with a stake of 6.56% of the company’s outstanding shares. Since then, the price of the stock has risen by 64%.

The company has a market cap of $12.96 billion and an enterprise value of $18.17 billion. It is an energy company engaged in the exploration, production and marketing of liquid hydrocarbons and natural gas and production and marketing of products manufactured from natural gas and oil sands mining.

The price of the stock has dropped by 52% during the last five years but risen by 19% since the beginning of the year and decreased by 39% during the last 12 months. The stock is now 39.45% below its 52-week high and 134.51% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10 with ROE of -11.90% and ROA of -6.85% that are outperforming 62% of the companies in the Global Oil & Gas E&P industry.

Other notable shareholders among the gurus are Jim Simons (Trades, Portfolio) with 0.39% of outstanding shares, Richard Pzena (Trades, Portfolio) with 0.27%, Jeremy Grantham (Trades, Portfolio) with 0.1%, Ray Dalio (Trades, Portfolio) with 0.3% and Barrow, Hanley, Mewhinney & Strauss with 0.02%.

Hess Corp. (HES)

The guru raised its stake in Hess Corp. by 14.47% and now holds 14,099,595 shares representing 4.45% of the company’s outstanding shares. Since then, the price of the stock has risen by 32%.

The company has a market cap of $18.38 billion and an enterprise value of $22.45 billion. It is an exploration and production (E&P) company that develops, produces, purchases, transports and sells crude oil and natural gas. The company operates in two segments: E&P and Retail Marketing.

The price of the stock has dropped by 20% during the last five years and by 8% during the last 12 months but has gone up by 20% since the beginning of the year. The stock is now 11.23% below its 52-week high and 79.02% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 3 out of 10 with ROA of -15.29% and ROE of -8.97% that are outperforming 57% of the companies in the Global Oil & Gas E&P industry.

Paul Singer (Trades, Portfolio) is the largest shareholder among the gurus with 5.94% of outstanding shares followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.25%, NWQ Managers (Trades, Portfolio) with 0.47% and Michael Price (Trades, Portfolio) with 0.18%.

International Paper Co. (IP)

The guru increased its shares in International Paper by 13.77% in the first quarter and now holds 5,707,308 shares. Since then, the price of the stock has risen by 20%.

The company has a market cap of $18.19 billion and an enterprise value of $26.44 billion. It produces and distributes printing paper, packaging, forest products and chemical products. The company operates in four segments namely industrial packaging, printing papers, consumer packaging and distribution.

The price of the stock has risen by 50% during the last five years and by 17% since the beginning of the year but dropped by 7% during the last 12 months. The stock is now 10.61% below its 52-week high and 36.12% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROE of 21.58% that is outperforming and ROA of 3.20% that is underperforming 53% of the companies in the Global Packaging & Containers industry.

The largest shareholder among the gurus is T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.67% of outstanding shares followed by Richard Snow (Trades, Portfolio) with 0.38%, Barrow, Hanley, Mewhinney & Strauss with 0.3%, Pioneer Investments (Trades, Portfolio) with 0.06%, Dalio with 0.03% and Manning & Napier Advisors Inc. with 0.01%.

InterOil Corp. (IOC)

The guru bought 642,600 shares in the company and since then, the price of the stock has risen by 71%.

The company has a market cap of $2.41 billion and an enterprise value of $2.56 billion. Together with its subsidiaries it engages in the exploration and production of oil and gas properties in Papua New Guinea and its surrounding regions.

The price of the stock has dropped by 20% during the last five years and by 50% since the beginning of the year and by 3% during the last 12 months. The stock is now 1.67% below its 52-week high and 127.67% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 2 out of 10 with ROA of -26.63% and ROE of -19.06% that are underperforming 98% of the companies in the Global Oil & Gas Refining & Marketing industry.

Steven Cohen (Trades, Portfolio) is the company's largest shareholder among the gurus with 5.12% of outstanding shares.

Tutor Perini Corp. (TPC)

The guru increased its shares in Tutor Perini by 16.23% in the first quarter and now holds 3,028,186 shares. Since then, the price of the stock has risen by 80%.

The company has a market cap of $1.22 billion and an enterprise value of $1.96 billion. It is a construction services company. It offers general contracting, construction management and design-build services to private customers and public agencies.

The price of the stock has risen by 42% during the last five years and by 52% since the beginning of the year and by 22% during the last 12 months. The stock is now 1.89% below its 52-week high and 145.37% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROE of 3.94% and ROA of 1.40% that are underperforming 65% of the companies in the Global Engineering & Construction industry.

The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 6.18% of outstanding shares followed by David Dreman (Trades, Portfolio) with 1.02%, John Buckingham (Trades, Portfolio) with 0.45%, Pzena with 0.12% and Simons with 0.08%.

First BanCorp (FBP)

The guru raised its stake in First BanCorp by 21.83% and now holds 5,596,161 shares. Since then, the price of the stock has risen by 62%.

The company has a market cap of $939.81 million and an enterprise value of $620.27 million. It is a financial holding company. The company provides financial services and products for retail, commercial and institutional clients with operations in Puerto Rico, the U.S., the U.S. Virgin Islands and British Virgin Islands.

The price of the stock has not changed during the last five years. It went up by 36% since the beginning of the year but dropped by 11% during the last 12 months. The stock is now 11.99% below its 52-week high and 110.19% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 3 out of 10 with ROA of 1.11% and ROE of 0.15% that are underperforming 89% of the companies in the Global Banks - Regional - US industry.

Howard Marks (Trades, Portfolio) is the largest shareholder among the gurus with 19.28% of outstanding shares followed by Cohen with 0.91%, Simons with 0.04% and Charles Brandes (Trades, Portfolio) with 0.01%.

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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