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Tiziano Frateschi
Tiziano Frateschi
Articles (1290)  | Author's Website |

Pzena Investments Buys Mylan, Hewlett Packard, Wells Fargo

Fund's largest 3rd-quarter buys

Pzena Investment Management LLC, a global investment management firm, was founded in 1996 by Richard Pzena (Trades, Portfolio). During the third quarter the firm bought shares in the following stocks:

The guru boosted his shares in Mylan NV (MYL) by 84.13%. The transaction had an impact of 1.72% on the portfolio.

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The online travel company has a market cap of $20.45 billion and an enterprise value of $34.45 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 7.16% and return on assets (ROA) of 2.46% are underperforming 59% of the companies in the Global Drug Manufacturers - Specialty and Generic industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.05 is below the industry median of 2.89.

The largest shareholder among the guru is Vanguard Health Care Fund (Trades, Portfolio) with 5.56% followed by Pzena with 4.24% and John Paulson (Trades, Portfolio) with 2.74%.

Pzena raised his shares-stake in Hewlett Packard Enterprise Co. (HPE) by 69.73% giving it a 1.2% space portfolio.

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The communication equipment company has a market cap of $23.03 billion and an enterprise value of $27.52 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 1.19% and ROA of 0.48% are underperforming 65% of the companies in the Global Communication Equipment industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.68 is below the industry median of 2.24.

Dodge & Cox is the largest shareholder of the company among the gurus with 14.91% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 5.66%, Hotchki & Wiley with 5.05% and Pzena with 2.35%.

The guru boosted his holding of Wells Fargo & Co. (WFC) by 267.08%, expanding the portfolio by 1.17%.

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The bank has a market cap of $276.74 billion and an enterprise value of $616.71 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 9.61% and ROA of 1.09% are outperforming 62% of the companies in the Global Banks - Global industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.06 is below the industry median of 2.05.

Warren Buffett (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 9.43% of outstanding shares followed by Dodge & Cox with 1.42%, Barrow, Hanley, Mewhinney & Strauss with 0.68% and Chris Davis (Trades, Portfolio) with 0.53%.

The investor increased his stake in Halliburton Co. (HAL) by 438.22%, expanding the portfolio by 0.81%.

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The company provides services and products to the upstream oil and natural gas industry. It has a market cap of $37.57 billion and an enterprise value of $46.64 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 2.30% and ROA of 0.82%% are outperforming 61% of the companies in the Global Oil and Gas Equipment and Services industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.50.

The largest shareholder of the company among the gurus is Sarah Ketterer (Trades, Portfolio) with 0.59% of outstanding shares followed by Pzena with 0.46%, Tweedy Browne (Trades, Portfolio) with 0.4% and Tweedy Browne (Trades, Portfolio) Global Value with 0.21%.

Pzena established a 4,387,043-share stake in Micro Focus International PLC ADR (MFGP), giving it a space of 0.74%.

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The provider of software solutions has a market cap of $14.37 billion and an enterprise value of $15.48 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The ROE of 10.36% and ROA of 3.54% are outperforming 53% of the companies in the Global Software – Application industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.10 is below the industry median of 6.56.

Dodge & Cox is the largest shareholder of the company among the gurus with 8.42% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 2.99%, Hotchkis & Wiley with 1.1% and Pzena with 1.01%.

The guru bought 746,426 shares in The Hanover Insurance Group Inc. (THG). The portfolio was expanded by 0.38%.

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The holding company has a market cap of $4.55 billion and an enterprise value of $5.11 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 4.11% and ROA of 0.83% are underperforming 68% of the companies in the Global Insurance - Property & Casualty industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.29 is below the industry median of 3.15.

The largest shareholder of the company among the gurus is Jim Simons (Trades, Portfolio) with 2.05% of outstanding shares followed by Pzena with 1.76%, Pioneer Investments (Trades, Portfolio) with 0.7% and Keeley Asset Management Corp (Trades, Portfolio) with 0.03%.

The guru also raised his holding of Pfizer Inc. (PFE) by 71.86%, expanding the portfolio by 0.32%.

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The biopharmaceutical company has a market cap of $216.67 billion and an enterprise value of $244.06 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 16.33% and ROA of 5.71% are outperforming 55% of the companies in the Global Drug Manufacturers - Major industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.39 is below the industry median 2.89.

Barrow, Hanley, Mewhinney & Strauss is the largest guru shareholder with 0.75% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.59%, Diamond Hill Capital (Trades, Portfolio) with 0.19%, Pioneer Investments (Trades, Portfolio) with 0.18% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.16%.

The guru McKesson Corp. (MCK)’s position was increased by 17.19%. The trade had an impact of 0.29% on the portfolio.

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The medicines provider has a market cap of $30.52 billion and an enterprise value of $36.5 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 44.70% and ROA of 7.48% are outperforming 90% of the companies in the Global Medical Distribution industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.31 is below the industry median of 0.66.

The largest shareholder of the company among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 3.84% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 1.31% and Pzena with 1.18%.

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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