1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Tiziano Frateschi
Tiziano Frateschi
Articles (1598)  | Author's Website |

Kahn Brothers Sells New York Times, Citigroup, Hologic

Largest sales of the 4th quarter

Kahn Brothers (Trades, Portfolio) Group is an investment firm that sold shares in the following stocks during the fourth quarter.

The Straight Path Communications Inc. (STRP) holding was cut by 68.04%, impacting the portfolio by -1.05%.

ea376f190f1b3f9919569d2195877d70.png

The communication asset company has a market cap of $2.33 billion and an enterprise value of $2.33 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on assets (ROA) of -432.75% is underperforming 100% of the companies in the Global Telecom Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 2.27 is above the industry median of 0.37.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.29% of outstanding shares followed by Paul Tudor Jones (Trades, Portfolio) with 0.22% and Mario Gabelli (Trades, Portfolio) with 0.09%.

The stake of New York Times Co. Class A (NYT) was trimmed by 6.61%. The trade had an impact of -0.62% on the portfolio.

39624ac051ca1d2c019e6e97121b0de4.png

The publishing services provider has a market cap of $3.79 billion and an enterprise value of $3.46 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 11.39% and ROA of 4.1% are outperforming 54% of the companies in the Global Publishing industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 2.33 is above the industry median of 1.58.

The largest shareholder of the company among the gurus is Kahn Brothers (Trades, Portfolio) with 2.02% of outstanding shares followed by Simons with 0.82% and Barrow, Hanley, Mewhinney & Strauss with 0.29%.

The Citigroup Inc. (C) position was cut by 2.27%. The transaction had an impact of -0.25% on the portfolio.

db3000a0e8dc84c785f8b2858e90b798.png

The financial-services company has a market cap of $205.48 billion and an enterprise value of $310.44 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The ROE of -3.26% and ROA of -0.34% are underperforming 69% of the companies in the Global Banks – Global industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.64 is below the industry median of 2.05.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 0.59% of outstanding shares followed by Hotchkis & Wiley with 0.47%, Bill Nygren (Trades, Portfolio) with 0.37% and Diamond Hill Capital (Trades, Portfolio) with 0.34%.

The guru trimmed its position in Hologic Inc. (HOLX) by 5.49%, impacting the portfolio by -0.22%.

32cba8a581acb7dc71b52bdb4b403be2.png

The company develops, manufactures and supplies diagnostics products, medical imaging systems and surgical products for women's health. It has a market cap of $12.09 billion and an enterprise value of $14.9 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 29.47% and ROA of 9.57% are outperforming 79% 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 0.16 is below the industry median of 1.69.

The largest shareholder of the company among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 1.28% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.39% and Kahn Brothers (Trades, Portfolio) with 0.25%.

The guru also reduced its shares in Nam Tai Property Inc. (NTP) by 6.57%. The trade had an impact of -0.16% on the portfolio.

4495594d935701ebc6a626e85fee20c3.png

The Chinese electronic equipment manufacturer has a market cap of $479.27 million and an enterprise value of $307.85 million.

GuruFocus gives the company a profitability and growth rating of 3 out of 10. The ROE of 0.48% and ROA of 0.47% are underperforming 76% of the companies in the Global Electronic Components industry. Its financial strength is rated 10 out of 10 with no debts.

Kahn Brothers (Trades, Portfolio) is the largest shareholder of the company among the gurus with 5.09% of outstanding shares followed by Simons with 0.63%.

Sterling Bancorp (STL)’s stake was reduced 3.26%, impacting the portfolio by -0.11%.

085089f0239efe0d4da385a539a21b92.png

The provider of financial services has a market cap of $5.66 billion and an enterprise value of $8.71 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 3.83% and ROA of 0.51% are outperforming 51% of the companies in the Global Banks - Regional - US industry. It financial strength is rated 3 out of 10. The cash-debt ratio of 0.10 is below the industry median of 2.05.

The largest shareholder of the company among the gurus is Gabelli with 0.52% of outstanding shares followed by Kahn Brothers (Trades, Portfolio) with 0.4% and Diamond Hill Capital (Trades, Portfolio) with 0.29%.

The holding of New York Community Bancorp Inc. (NYCB) was cut by 2.72%. The transaction had an impact of -0.1% on the portfolio.

fb088fae5b58ef957c1fa7fab4ac9280.png

The company has over $45 billion of total assets and operations spread across various locations across five states. It has a market cap of $6.9 billion and enterprise value of $16.03 billion.

GuruFocus gives the company a profitability and growth rating of 3 out of 10. While the ROE of 6.55% is underperforming the sector, ROA of 0.91% is outperforming 54% of the companies in the Global Savings and Cooperative Banks industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.28 is below the industry median of 2.05.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 5.69% of outstanding shares followed by Simons with 1.83%, Kahn Brothers (Trades, Portfolio) with 0.39% and CI Can Am Small Cap (Trades, Portfolio) with 0.06%.

Comcast Corp. Class A (CMCSA) stake was reduced 50.28%, impacting the portfolio by -0.06%.

5e939145290c644321723c8513ddcf69.png

The media and technology company has a market cap of $196.2 billion and an enterprise value of $258.17 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 39.43% and ROA of 12.37% are outperforming 71% of the companies in the Global Pay TV industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.05 is below the industry median of 0.37.

The largest shareholder of the company among the gurus is Dodge & Cox with 1.63% of outstanding shares followed by Steve Mandel (Trades, Portfolio) with 0.7% and First Eagle Investment (Trades, Portfolio) with 0.68%.

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


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by Tiziano Frateschi


User Generated Screeners


DBrizanall 17Aug2018 1047p
visHK first cut
user1q2wBrazil
cspunarCurrent Perf
frsahfcf/ev europa
pughplBig_Grow_Big_MOS
rael2222A1
tim.hartlandStrong, profitable, dividend g
DANGORDON8-16 15% GROWTH
bhaveravindramodified magic screen
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK