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Tiziano Frateschi
Tiziano Frateschi
Articles (1181)  | Author's Website |

Kahn Brothers Sells Hologic, Pfizer, Citigroup

The guru's largest 1st-quarter transactions

Irving Kahn, along with brothers Alan and Thomas, founded Kahn Brothers (Trades, Portfolio) in 1978. Kahn Brothers employs a bottom-up stock selection approach and invests in undervalued equity securities that are usually out of favor in the market. During the first quarter the guru sold shares in the following stocks:

The firm reduced its position of Hologic Inc. (HOLX) by 23.30% with an impact of -1.89% on the portfolio.

The company is a developer, manufacturer and supplier of diagnostics products, medical imaging systems and surgical products with an emphasis on women's health. It operates in four segments: Diagnostics, Breast Health, GYN Surgical and Skeletal Health.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 15.60% and return on assets (ROA) of 4.50% are outperforming 61% of the companies in the Global Medical Instruments and Supplies industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.19 is below the industry median of 1.62.

The largest shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 1.27% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.52%, Steven Cohen (Trades, Portfolio) with 0.41%, Paul Tudor Jones (Trades, Portfolio) with 0.18% and Pioneer Investments (Trades, Portfolio) with 0.06%.

The guru reduced its shares of Pfizer Inc. (PFE) by 22.39%. The trade had an impact of -1.06% on the portfolio.

It is a research-based biopharmaceutical company. Its portfolio includes medicines and vaccines as well as many consumer health care products.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 11.68% and ROA of 4.30% are outperforming 54% of the companies in the Global Drug Manufacturers - Major industry. Financial strength has a rating of 5 out of 10.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder among the gurus with 0.76% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.55%, Lee Ainslie (Trades, Portfolio) with 0.38%, Diamond Hill Capital (Trades, Portfolio) with 0.21%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.21%, Pioneer Investments with 0.15%, Jeremy Grantham (Trades, Portfolio) with 0.09% and David Tepper (Trades, Portfolio) with 0.03%.

The investor reduced its holding of Sterling Bancorp (STL) by 9.05%. The transaction had an impact of -0.36% on the portfolio.

It is a bank holding and financial holding company. It provides banking services to commercial, consumer and municipal clients in the U.S.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. While the ROE of 8.68% is underperforming the sector, ROA of 1.14% is outperforming 66% of the companies in the Global Banks - Regional - US industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.11 is below the industry median of 2.23.

The largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 0.86% of outstanding shares followed by Kahn Brothers with 0.68%, Diamond Hill Capital with 0.49%, Simons with 0.18% and Jones with 0.06%.

The firm reduced its shares of Patterson-UTI Energy Inc. (PTEN) by 4.77% with an impact of -0.21% on the portfolio.

The company is a provider of contract services to the oil and natural gas industry. It operates in three segments contract drilling services, pressure pumping services and oil and natural gas exploration and production.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10. The ROE of -12.82% and ROA of -7.60% are underperforming 68% 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 0.78 is above the industry median of 0.27.

First Pacific Advisors (Trades, Portfolio) is the largest shareholder among the gurus with 0.78% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.6%, FPA Capital Fund (Trades, Portfolio) with 0.38%, Cohen with 0.24%, Chuck Royce (Trades, Portfolio) with 0.14%, Signature Select Canadian Fund (Trades, Portfolio) with 0.13% and HOTCHKIS & WILEY with 0.09%.

The investor reduced its holding of Merck & Co. Inc. (MRK) by 1.32%. The trade had an impact of -0.13% on the portfolio.

It is a health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies and animal health.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. The ROE of 10.07% and ROA of 4.43% are outperforming 53% of the companies in the Global Drug Manufacturers – Major industry. Financial strength has a rating of 5 out of 10.

Vanguard Health Care Fund is the largest shareholder among the gurus with 1.28% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 0.64%, Dodge & Cox with 0.51%, Fisher with 0.25%, T Rowe Price Equity Income Fund with 0.12%, PRIMECAP Management with 0.11% and Richard Pzena (Trades, Portfolio) with 0.03%.

The guru reduced its shares of Monsanto Co. (MON) by 52.24%. The transaction had an impact of -0.06% on the portfolio.

The company along with its subsidiaries provides agricultural products for farmers. Its seeds, biotechnology traits, herbicides and precision agriculture products provide farmers with solutions that improve productivity.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 40.50% and ROA of 9.44% are outperforming 76% of the companies in the Global Agricultural Inputs industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.25 that is below the industry median of 0.74.

The largest shareholder among the gurus is PRIMECAP Management with 2.54% of outstanding shares followed by Warren Buffett (Trades, Portfolio) with 1.83%, Chris Davis (Trades, Portfolio) with 1.34%, Frank Sands (Trades, Portfolio) with 0.83%, Grantham with 0.67%, Simons with 0.65% and Manning & Napier Advisors Inc. with 0.61%.

The firm reduced its position of Citigroup Inc. (C) by 0.49% with an impact of -0.05% on the portfolio.

It is a financial services holding company. It provides financial products and services, including consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10. The ROE of 6.17% and ROA of 0.86% is underperforming 69% of the companies in the Global Banks - Global industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.77 is below the industry median of 2.23.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder among the gurus with 0.71% of outstanding shares followed by HOTCHKIS & WILEY with 0.59%, First Pacific Advisors with 0.41%, Diamond Hill Capital with 0.35%, Bill Nygren (Trades, Portfolio) with 0.35%, Fisher with 0.3% and Pzena with 0.3%.

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 this blog: www.theextraincome.info

It gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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