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Tiziano Frateschi
Tiziano Frateschi
Articles (2114)  | Author's Website |

FPA Capital Sells DeVry, Western Digital, Helmerich & Payne

Largest 1st quarter sales by the firm

FPA Capital Fund (Trades, Portfolio) manages a portfolio composed of 23 stocks with a total value of $500 million. The company seeks long-term growth through investing primarily in carefully selected common stocks and select fixed income securities. During the first quarter it sold shares in the following stocks:

The guru reduced its shares in DeVry Education Group Inc. (DV) by 34.83% and the transaction had an impact of -1.79% on the portfolio.

The company offers programs in business, health care, accounting, finance, law and technology. It serves students in postsecondary education.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. While the return on equity (ROE) of 5.22% is underperforming the sector, return on assets (ROA) of 3.79% is outperforming 54% of the companies in the Global Education and Training Services industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 0.91 is below the industry median of 2.42.

The largest shareholder among the gurus is Charles de Vaulx (Trades, Portfolio) with 4.02% of outstanding shares followed by John Rogers (Trades, Portfolio) with 3.48%, First Pacific Advisors (Trades, Portfolio) with 2.62%, FPA Capital Fund with 0.89%, George Soros (Trades, Portfolio) with 0.8% and Jim Simons (Trades, Portfolio) with 0.24%.

The guru reduced its stake of Dana Inc. (DAN) by 28.68%. The trade had an impact of -1.67% on the portfolio.

The company provides technology driveline, sealing and thermal-management products for vehicle manufacturers in the light vehicle, medium/heavy vehicle and off-highway markets.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 76.57% and ROA of 14.03% are outperforming 91% of the companies in the Global Auto Parts industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.44 is below the industry median of 0.75.

Mario Gabelli (Trades, Portfolio) is the largest shareholder among the gurus with 3.62% of outstanding shares followed by Richard Pzena (Trades, Portfolio) with 3.05%, First Pacific Advisors with 2.21%, Chuck Royce (Trades, Portfolio) with 0.85%, Steven Cohen (Trades, Portfolio) with 0.73% and Ken Fisher (Trades, Portfolio) with 0.49%.

The guru reduced its holding of Western Digital Corp. (WDC) by 12.46% with an impact of -1.34% on the portfolio.

It is a developer, manufacturer and provider of data storage solutions that enable consumers, businesses, governments and other organizations to create, manage, experience and preserve digital content. Its products include HDDs and SSDs.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of -4.08% and ROA of -1.74% are underperforming 76% of the companies in the Global Data Storage industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.39 is below the industry median of 1.55.

The largest shareholder among the gurus is Charles Brandes (Trades, Portfolio) with 0.72% of outstanding shares followed by John Burbank (Trades, Portfolio) with 0.62%, First Pacific Advisors with 0.6%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.57%, Andreas Halvorsen (Trades, Portfolio) with 0.49%, PRIMECAP Management (Trades, Portfolio) with 0.4%, David Tepper (Trades, Portfolio) with 0.3% and Ken Heebner (Trades, Portfolio) with 0.3%.

The guru reduced its position in AGCO Corp. (AGCO) by 20.19% with an impact of -0.7% on the portfolio.

The company manufactures and distributes agricultural equipment and related replacement parts in various parts of the country. It sells a full range of agricultural equipment including tractors, combines and self-propelled sprayers among others.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. The ROE of 5.59% and ROA of 2.27% are outperforming 53% of the companies in the Global Farm and Construction Equipment industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.25 is below the industry median of 0.57.

Tweedy Browne (Trades, Portfolio) is the largest shareholder among the gurus with 1.28% of outstanding shares followed by First Pacific Advisors with 0.75%, Tweedy Browne Global Value with 0.75%, Third Avenue Management (Trades, Portfolio) with 0.47% and Cohen with 0.38%.

The guru exited its position in Apollo Education Group Inc. Class A (APOL) with an impact of -0.53% on the portfolio.

The company is a private education service provider. It offers undergraduate, graduate, professional development and other nondegree educational programs and services.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10. The ROE of -1.86% and ROA of -0.97% are underperforming 72% of the companies in the Global Education and Training Services industry. Financial strength has a rating of 7 out of 10 with a cash-debt ratio of 11.18 that is above the industry median of 2.42.

The largest shareholder among the gurus is Donald Yacktman (Trades, Portfolio) with 1.92% of outstanding shares followed by First Pacific Advisors with 0.77%, Barrow, Hanley, Mewhinney & Strauss with 0.13%, Jeff Auxier (Trades, Portfolio) with 0.1%, Joel Greenblatt (Trades, Portfolio) with 0.06% and Gabelli with 0.02%.

The guru reduced its shares in Aaron's Inc. (AAT) by 4.44% with an impact of -0.32% on the portfolio.

The company is a specialty retailer of furniture, consumer electronics, computers, appliances and household accessories. Its business segments are Sales and Lease Ownership, Progressive, HomeSmart, DAMI, Franchise and Manufacturing

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 9.70% and ROA of 5.38% are outperforming 62% of the companies in the Global Rental and Leasing Services industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 0.66 is below the industry median of 0.69.

Diamond Hill Capital (Trades, Portfolio) is the largest shareholder among the gurus with 5.15% of outstanding shares followed by First Pacific Advisors with 3.39%, Gabelli with 1.43%, Greenblatt with 0.69%, Brandes with 0.51% and John Hussman (Trades, Portfolio) with 0.14%.

The firm reduced its shares in InterDigital Inc. (IDCC) by 6.81% with an impact of -0.29% on the portfolio.

The company designs and develops technologies that enable and enhance wireless communications and capabilities. The company is a contributor of intellectual property to the wireless communications industry.

GuruFocus gives the stock a profitability and growth rating of 10 out of 10. The ROE of 53.92% and ROA of 20.91% are outperforming 97% of the companies in the Global Telecom Services industry. Financial strength has a rating of 7 out of 10 with a cash-debt ratio of 3.50 that is above the industry median of 0.44.

The largest shareholder among the gurus is Simons with 1.51% of outstanding shares followed by First Pacific Advisors with 1.41% and Greenblatt with 0.83%.

The firm reduced its position in Helmerich & Payne Inc. (HP) by 46.75%. The trade had an impact of -2.3% on the portfolio.

The company is engaged in contract drilling of oil and gas wells for others in the ownership, development and operation of commercial real estates. Its business comprises of three reportable segments: U.S. Land, Offshore and International Land.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. The ROE of -2.35% and ROA of -1.56% are outperforming 62% of the companies in the Global Oil and Gas Drilling industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 1.77 is above the industry median of 0.27.

Royce is the largest shareholder among the gurus with 0.52% of outstanding shares followed by Simons with 0.38%, First Pacific Advisors with 0.37%, Fisher with 0.34%, Prem Watsa (Trades, Portfolio) with 0.32% and Michael Price (Trades, Portfolio) with 0.08%.

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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