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Tiziano Frateschi
Tiziano Frateschi
Articles (1600)  | Author's Website |

Robert Olstein's Largest Sales of the 4th Quarter

He closed several positions like VWR, Convergys and Mattel

The chairman and chief investment officer of the Olstein Financial Alert Fund, Robert Olstein (Trades, Portfolio), sold shares in the following stocks during the fourth quarter.

VWR Corp. (VWR) position was closed, impacting the portfolio by -1.56%.

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The distributor of laboratory products has a market cap of $4.38 billion and an enterprise value of $6.44 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity (ROE) of 9.62% and return on assets (ROA) of 2.93% are outperforming 64% of the companies in the Global Diagnostics and Research industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.06 is below the industry median of 3.13.

Jim Simons (Trades, Portfolio) shareholder of the company among the gurus with 0.63% of outstanding shares followed by Caxton Associates (Trades, Portfolio) with 0.01%.

Olstein exited his position in Convergys Corp. (CVG). The trade had an impact of -1.17% on the portfolio.

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The customer management solutions company has a market cap of $2 billion and an enterprise value of $2.16 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 9.65% and ROA of 5.44% are outperforming 59% of the companies in the Global Business Services industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.53 is below the industry median of 1.37.

The largest shareholder of the company among the gurus is Chuck Royce (Trades, Portfolio) with 0.82% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.24%, Simons with 0.18% and Paul Tudor Jones (Trades, Portfolio) with 0.05%.

The guru sold out his shares of Mattel Inc. (MAT). The transaction had an impact of -1.08% on the portfolio.

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The company designs, manufactures, and markets a variety of toy products. It has a market cap of $55.50.49 billion and an enterprise value of $7.54 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The ROE of -56.13% and ROA of -16.99% are outperforming 66% of the companies in the Global Leisure industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.35 is below the industry median of 0.66.

PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 10.7% of outstanding shares followed by Mason Hawkins (Trades, Portfolio) with 10.22% and John Rogers (Trades, Portfolio) with 2.42%.

The fund’s holding of Walt Disney Co. (DIS) was closed, impacting the portfolio by -0.87%.

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It is a diversified worldwide entertainment company. It has a market cap of $152.4 billion and an enterprise value of $177.61 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 25.51% and ROA of 11.63% are outperforming 85% of the companies in the Global Media – Diversified industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.18 is below the industry median of 1.47.

The largest shareholder of the company among the gurus is PRIMECAP Management (Trades, Portfolio) with 0.34% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.31%, Ken Fisher (Trades, Portfolio) with 0.14% and Diamond Hill Capital (Trades, Portfolio) with 0.14%.

The guru also sold out his shares of Hill-Rom Holdings Inc. (HRC). The trade had an impact of -0.85% on the portfolio.

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The company provides hospital equipment and medical supplies. It has a market cap of $5.28 billion and an enterprise value of $7.3 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 15.17% and ROA of 4.48% are outperforming 51% of the companies in the Global Medical Instruments and Supplies industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.10 is below the industry median of 1.69.

Fisher is the largest shareholder of the company among the gurus with 2.26% of outstanding shares followed by Simons with 0.89% and Royce with 0.57%.

Winnebago Industries Inc. (WGO)’s stake was exited, impacting the portfolio by -0.67%.

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The company manufactures recreational vehicles used mainly in leisure travel and outdoor recreation activities. It has a market cap of $1.36 billion and an enterprise value of $1.57 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 18.34% and ROA of 8.63% are outperforming 75% of the companies in the Global Recreational Vehicles industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.20 is below the industry median of 0.74.

The largest shareholder of the company among the gurus is Royce with 4.48% of outstanding shares followed by Simons with 0.86% and Greenblatt with 0.48%.

The guru’s stake of Spirit Airlines Inc. (SAVE) was cut by 34.59%. The transaction had an impact of -0.61% on the portfolio.

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The provider of air transportation for passengers has a market cap of $2.71 billion and an enterprise value of $3.31 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 27.39% and ROA of 11.51% are outperforming 53% of the companies in the Global Airlines industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.60 is above the industry median of 0.46.

Simons is the largest shareholder of the company among the gurus with 1.3% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 1.27%, Alan Fournier (Trades, Portfolio) with 0.94% and First Pacific Advisors (Trades, Portfolio) with 0.87%.

Even the Xperi Corp. (XPER) position was exited. The transaction had an impact of -0.55% on the portfolio.

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The provider of semiconductor packaging and interconnect solutions has a market cap of $988.57 billion and an enterprise value of $1.42 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of -14.88% and ROA of -7.04% are underperforming 78% of the companies in the Global Semiconductor Equipment and Materials industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.26 is below the industry median of 1.62.

Simons is the largest shareholder of the company among the gurus with 3.83% of outstanding shares followed by Mariko Gordon (Trades, Portfolio) with 3.5%.

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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