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Tiziano Frateschi
Tiziano Frateschi
Articles (1221)  | Author's Website |

John Rogers Continues to Buy Accenture, Novartis, Apache

The guru purchased these stocks in the last 2 quarters

John Rogers (Trades, Portfolio) founded Ariel Investment LLC in 1983. In both the first and second quarters the guru bought shares in the following stocks:

NTT DOCOMO Inc. ADR (DCM)

In the first quarter, Rogers boosted the holding by 117.48% and by 1.47% in the second quarter.

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With a market cap of $85.8 billion, the company is a mobile phone operator in Japan and provides wireless telecommunications services. Its revenue of $40.601 billion grew by 3.40% over the last five years.

Jim Simons (Trades, Portfolio) is the company’s largest shareholder among the gurus with 0.11% of outstanding shares followed by Manning & Napier Advisors Inc. with 0.01%.

Accenture PLC Class A (ACN)

In the first quarter, Rogers increased his position by 218.16% and then added another 6.28% in the second quarter. The guru holds 0.01% of outstanding shares.

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Accenture PLC provides a broad range of services and solutions in strategy, consulting, digital, technology and operations. Over the last five years, the company recorded a growth of 6.90% of its revenue and 11.40% of its earnings per share (EPS).

The largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 0.44% of outstanding shares followed by MS Global Franchise Fund (Trades, Portfolio) with 0.05%, Paul Singer (Trades, Portfolio) with 0.03%, Wallace Weitz (Trades, Portfolio) with 0.03%, Joel Greenblatt (Trades, Portfolio) with 0.02% and Tom Gayner (Trades, Portfolio) with 0.02%.

Novartis AG ADR (NVS)

In the first quarter, the guru raised his holding by 216.43% and in the second quarter increased it by 1.90%.

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Novartis AG is a global health care company that provides solutions to address the evolving needs of patients worldwide. The company has negative growth rates over the last five years. Its revenue decreased by 0.70% while its EPS decreased by 4.90%.

Dodge & Cox is the largest shareholder among the gurus with 2.14% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.94, Ken Fisher (Trades, Portfolio) with 0.28%, Manning & Napier Advisors with 0.2%, Simons with 0.06% and Sarah Ketterer (Trades, Portfolio) with 0.02%.

Apache Corp. (APA)

In the first quarter, the guru increased the position by 13.50% and by 21.80% in the second quarter. The guru holds 0.03% of outstanding shares.

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Apache operates in the oil and gas exploration and production industry. The company produced 521,000 barrels of oil equivalent per day during the last year. Most of its production was in the U.S., Egypt and the North Sea.

The largest shareholder among the gurus is Dodge & Cox with 7.86% of outstanding shares followed by Chris Davis (Trades, Portfolio) with 5.51%, Bill Nygren (Trades, Portfolio) with 1.95%, HOTCHKIS & WILEY with 1.95%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.98% and Charles Brandes (Trades, Portfolio) with 0.26%.

Tractor Supply Co. (TSCO)

The position was increased by 294.06% in the first quarter. In the second quarter it was increased by 32.82%. The guru holds 0.07% of outstanding shares.

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Tractor Supply was founded as a mail-order tractor parts business in 1938 and is engaged in supplying the needs of recreational farmers and ranchers. During the last five years, the company grew its revenue by 12.20% and reached 6.780 billion in December 2016.

David Rolfe (Trades, Portfolio) is the largest shareholder among the gurus with 2.02% of outstanding shares followed by Simons with 1.19%, Columbia Wanger (Trades, Portfolio) with 0.4%, Mario Gabelli (Trades, Portfolio) with 0.09% and Steven Cohen (Trades, Portfolio) with 0.08%.

Green Brick Partners Inc. (GRBK)

Rogers increased his position by 26.76% in the first quarter and by 27.55% in the second quarter. The guru holds 1.3% of outstanding shares.

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The real estate company provides lands and financing to its customers. Its core business includes even design, construction, marketing and sales. During the last fiscal year, the company reported a revenue of $380.3 million; that was 29.60% less than the one recorded five years ago.

The largest shareholder among the gurus is David Einhorn (Trades, Portfolio) with 49.11% of outstanding shares followed by Daniel Loeb (Trades, Portfolio) with 16.46%, Murray Stahl (Trades, Portfolio) with 0.3% and Simons with 0.05%.

Tenaris SA ADR (TS)

In the first quarter, the guru increased his stake by 26.87% and in the second quarter increased it by 37.81%. The guru holds 0.08% of outstanding shares.

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Tenaris SA is a manufacturer and supplier of steel pipes, primarily for the energy industry, and is headquartered in Luxembourg.

Simons is the largest shareholder among the gurus with 0.1% of outstanding shares followed by NWQ Managers (Trades, Portfolio) with 0.1% and Manning & Napier Advisors with 0.03%.

EOG Resources Inc. (EOG)

The position was increased by 2.14% in the first quarter. In the second quarter the guru increased it by 25.37%. The guru holds 0.05% of outstanding shares.

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EOG Resources operates in oil and gas exploration and production. EOG’s total worldwide production in 2016 was 205 MMBoe with a total revenue of $7.651 billion that decreased by 6.30% over the last five years.

Pioneer Investments (Trades, Portfolio) is the largest shareholder among the gurus with 0.48% of outstanding shares followed by Spiros Segalas (Trades, Portfolio) with 0.43%, PRIMECAP Management with 0.38%, Simons with 0.14%, Third Avenue Management (Trades, Portfolio) with 0.04% and Caxton Associates (Trades, Portfolio) with 0.03%.

Occidental Petroleum Corp. (OXY)

In the first quarter, Rogers boosted his stake by 525.32% and in the second quarter increased it by 4.97%. The guru holds 0.05% of outstanding shares.

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Occidental Petroleum is in the business of exploration and production of oil and gas in the U.S., Middle East and Latin America. It is the largest oil producer in Texas.

The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 2.15% of outstanding shares followed by Davis with 0.85%, T Rowe Price Equity Income Fund with 0.57%, NWQ Managers with 0.15%, Cohen with 0.13% and First Pacific Advisors (Trades, Portfolio) with 0.1%.

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

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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