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 |

Jeff Auxier Buys Biogen, LyondellBasell and Union Pacific

Guru's largest 2nd quarter trades

Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio composed of 146 stocks with a total value of $437 million. During the second quarter, the guru traded the following stocks.

The guru increased his position in LyondellBasell Industries NV. (LYB) by 360.20%, with an impact of 0.64% on the portfolio.

The company produces polypropylene and polypropylene compounds, propylene oxide, polyethylene, ethylene and propylene. It also provides technology licenses. Second quarter earnings from continuing operations was $1.1 billion, or $2.56 per share, and EBITDA was $1.8 billion.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with a ROE of 59.55% and a ROA of 17.33%, which are outperforming 93% of the companies in the Global Specialty Chemicals industry. Financial strength has a rating of 6 out of 10, with a cash to debt ratio of 0.23 that is below the industry median of 0.83.

The largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 0.36% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.27%, First Eagle Investment (Trades, Portfolio) with 0.25% and Ray Dalio (Trades, Portfolio) with 0.08%.

The investor increades his stake in Biogen Inc. (BIIB) by 99.50%, with an impact of 0.5% on the portfolio.

Biogen is a biopharmaceutical company that discovers, develops, manufactures and markets therapies for neurological, autoimmune and hematologic disorders. During the second quarter, total revenues had a 12% increase versus the same period in the prior year, driven by increases in worldwide revenues from the Company’s multiple sclerosis (MS) and hemophilia businesses. GAAP net income had a 13% increase versus the same quarter in 2015.

GuruFocus gives the stock a profitability and growth rating of 9 out of 10 with a ROE of 35.19% and a ROA of 19.25%, which are outperforming 96% of the companies in the Global Biotechnology industry. Financial strength has a rating of 7 out of 10, with a cash to debt ratio of 0.58 that is far below the industry median of 48.55.

PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 7.31% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 1.81%, Andreas Halvorsen (Trades, Portfolio) with 1.47%, Frank Sands (Trades, Portfolio) with 1.36%, Spiros Segalas (Trades, Portfolio) with 0.58%, Sarah Ketterer (Trades, Portfolio) with 0.22% and Joel Greenblatt (Trades, Portfolio) with 0.17%.

The guru acquired 64,525 shares in The Mosaic Co. (MOS) with an impact of 0.39% on the portfolio.

The company produces and markets concentrated phosphate and potash crop nutrients. It is organized into the two business segments: Phosphates and Potash. Second quarter net loss was $10 million, down from net earnings of $391 million in the second quarter of 2015 and sales were $1.7 billion, down from $2.5 billion last year.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with a ROE of 5.70% and a ROA of 3.20%, which are underperforming 55% of the companies in the Global Agricultural Inputs industry. Financial strength has a rating of 6 out of 10, with a cash to debt ratio of 0.27 that is below the industry median of 0.60.

The largest shareholder among the gurus is Richard Snow (Trades, Portfolio) with 0.46% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 0.06%, John Buckingham (Trades, Portfolio) with 0.03%, Jeff Auxier (Trades, Portfolio) with 0.03% and Jeremy Grantham (Trades, Portfolio) with 0.02%.

The guru closed his stake in Allstate Corp. (ALL) with an impact of -0.31% on the portfolio.

The company is engaged in the property-liability insurance and life insurance business. It offers its products in the United States and Canada. Total revenues in the second quarter increased by 2.0% compared to the prior year quarter and net income applicable to common shareholders was $242 million, 64 cents per diluted share, in the second quarter of 2016, compared to $326 million, or 79 cents per diluted share, in the second quarter of 2015.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with a ROE of 7.50% and a ROA of 1.56%, which are underperforming 65% of the companies in the Global Insurance - Property & Casualty industry. Financial strength has a rating of 6 out of 10, with a cash to debt ratio of 0.09 that is below the industry median of 2.41.

David Tepper (Trades, Portfolio) is the largest shareholder among the gurus with 0.9% of outstanding shares, followed by HOTCHKIS & WILEY with 0.93%, Sarah Ketterer (Trades, Portfolio) with 0.52%, Richard Pzena (Trades, Portfolio) with 0.35% and Jim Simons (Trades, Portfolio) with 0.13%.

The investor reduced his stake in Molson Coors Brewing Co Class B. (TAP) by 6.51%, with an impact of -0.21% on the portfolio.

The company is a brewer with a portfolio of owned and partner brands, including core brands Carling, Coors Light, Molson Canadian and Staropramen, as well as craft and specialty beers such as Blue Moon, Creemore Springs, Cobra  and Sharp's Doom Bar. Net sales decreased 1.9% on a reported basis, and increased 1.9% in constant currency and underlying EBITDA (earnings before interest, taxes, depreciation and amortization): $428.7 million, decreased by 5.8%.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with a ROE of 4.57% and a ROA of 2.76%, which are underperforming 63% of the in the Global Beverages - Brewers industry. Financial strength has a rating of 6 out of 10, with a cash to debt ratio of 0.99 that is above the industry median of 0.57.

The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 0.84% of outstanding shares, followed by Alan Fournier (Trades, Portfolio) with 0.74%, John Burbank (Trades, Portfolio) with 0.64%, Pioneer Investments (Trades, Portfolio) with 0.49%, Daniel Loeb (Trades, Portfolio) with 0.47%, Diamond Hill Capital (Trades, Portfolio) with 0.32% and Caxton Associates (Trades, Portfolio) with 0.25%.

The guru increased his position in Union Pacific Corp. (UNP) by 162.38%, with an impact of 0.14% on the portfolio.

Union Pacific is a rail transporting company. Its operating company is Union Pacific Railroad Company. It links 23 states in the western two-thirds of the country by rail, providing a critical link in the global supply chain.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with a ROE of 21.20% and a ROA of 7.98%, which are outperforming 78% of the companies in the Global Railroads industry. Financial strength has a rating of 5 out of 10, with a cash to debt ratio of 0.14 that is below the industry median of 0.37.

Dodge & Cox is the largest shareholder of the company among the gurus, with 1.82% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.75%, PRIMECAP Management (Trades, Portfolio) with 0.56%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.23% and Daniel Loeb (Trades, Portfolio) with 0.16%.

The investor exited his stake in Baxalta Inc. (BXLT) with an impact of -0.11% on the portfolio.

Baxalta is engaged in the developing and marketing of biopharmaceuticals. The company offers biopharmaceuticals for the treatment of hemophilia, bleeding disorders, immune deficiencies, alpha-1 antitrypsin deficiency and other chronic diseases. Second quarter income from continuing operations of $1.2 billion, or $2.19 per diluted share, on a GAAP (Generally Accepted Accounting Principles) basis and worldwide sales totaled $2.6 billion, an increase of 4% on a reported basis and 6% on a constant currency basis as compared to the prior-year period.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10 with a ROE of 18.66% and a ROA of 7.04%, which are outperforming 87% of the companies in the Global Biotechnology industry. Financial strength has a rating of 5 out of 10, with a cash to debt ratio of 0.16 that is below the industry median of 48.55.

The largest shareholder among the gurus is Martin Whitman (Trades, Portfolio) with 0.07% of outstanding shares.

The guru bought 1,050 shares in Allergan PLC. (AGN) with an impact of 0.06% on the portfolio.

Allergan is engaged in developing, manufacturing and distributing generic, brand and biosimilar products. During the last quarter, total net revenues had 2% increase versus the prior year quarter, and total GAAP SG&A was $1.2 billion compared to $1.1 billion in the prior year period.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with a ROE of 5.45% and a ROA of 3.23%, which are underperforming 55% of the companies in the Global Drug Manufacturers - Specialty & Generic industry. Financial strength has a rating of 4 out of 10, with a cash to debt ratio of 0.01 that is below the industry median of 3.22.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 3.05% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 1.24%, John Paulson (Trades, Portfolio) with 0.1%, Carl Icahn (Trades, Portfolio) with 0.86%, Paul Singer (Trades, Portfolio) with 0.76%, Seth Klarman (Trades, Portfolio) with 0.51% and Andreas Halvorsen (Trades, Portfolio) with 0.49%.

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

Start a free 7-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